Altria Group, Inc.
MO- Exchange
- NYSE
- Industry
- Cigarettes
- SEC CIK
- 0000764180
In the last 90 days, Altria Group, Inc. insiders filed 1 open-market purchase and 0 sales; 2,575 institutions reported holding it in 13F filings for Q2 2026, worth $77.1B in total; superinvestors Gardner Russo & Quinn and Maverick Capital hold it.
13F holders, Q3 2021
Institutional positions in Altria Group, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,711
- −13 vs. Q2 2021
- Shares held
- 1.09B
- −8.48M (−0.8%) vs. Q2 2021
- Total value
- $49.6B
- −$2.71B (−5.2%) vs. Q2 2021
- New holders
- 99
- 716 more added
- Sold out
- 112
- 608 more reduced
29 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $60.4B |
| Q3 2025 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $42.6B |
| Q2 2022 | 1,814 | $44.8B |
| Q1 2022 | 1,920 | $56.2B |
| Q4 2021 | 1,852 | $50.8B |
| Q3 2021 | 1,711 | $49.6B |
| Q2 2021 | 1,753 | $52.4B |
| Q1 2021 | 1,776 | $57.2B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 34,411 | $1.57M | 0.11% | +6,391+22.8% | Added |
| Wesbanco Bank Inc | 34,478 | $1.57M | 0.06% | +2,160+6.7% | Added |
| Burleson & Company, LLC | 34,602 | $1.57M | 0.24% | +90.0% | Added |
| Sandy Spring Bank | 34,631 | $1.58M | 0.08% | +287+0.8% | Added |
| Cutler Group LP | 34,646 | $1.58M | 0.12% | −68,734−66.5% | Reduced |
| Tdam USA Inc. | 34,838 | $1.59M | 0.10% | −3,077−8.1% | Reduced |
| Global Retirement Partners, LLC | 35,107 | $1.60M | 0.16% | +1,073+3.2% | Added |
| Buckingham Strategic Wealth, LLC | 35,180 | $1.60M | 0.03% | +5,070+16.8% | Added |
| First City Capital Management, Inc. | 35,214 | $1.60M | 0.90% | +926+2.7% | Added |
| Convergence Investment Partners, LLC | 35,272 | $1.61M | 0.86% | −13,980−28.4% | Reduced |
| Valeo Financial Advisors, LLC | 35,326 | $1.61M | 0.09% | +1,769+5.3% | Added |
| Essex Financial Services, Inc. | 35,562 | $1.62M | 0.19% | +1,474+4.3% | Added |
| Integrated Wealth Concepts LLC | 35,633 | $1.62M | 0.05% | +77+0.2% | Added |
| Green Square Capital Advisors LLC | 35,695 | $1.63M | 0.37% | +3,108+9.5% | Added |
| Sound View Wealth Advisors Group, LLC | 35,732 | $1.63M | 0.34% | −1,968−5.2% | Reduced |
| PFG Advisors | 35,956 | $1.64M | 0.19% | −1,603−4.3% | Reduced |
| Simmons Bank | 36,023 | $1.64M | 0.12% | +1,609+4.7% | Added |
| Paloma Partners Management Co | 36,055 | $1.64M | 0.07% | −17,809−33.1% | Reduced |
| Siemens Fonds Invest GmbH | 36,112 | $1.64M | 0.11% | +2,764+8.3% | Added |
| Man Group plc | 36,162 | $1.65M | 0.01% | −203,061−84.9% | Reduced |
| Private Trust Co NA | 36,204 | $1.65M | 0.24% | +1,296+3.7% | Added |
| Northeast Financial Consultants Inc | 36,546 | $1.66M | 0.11% | +1,700+4.9% | Added |
| Cordasco Financial Network | 37,235 | $1.70M | 1.16% | +158+0.4% | Added |
| Koshinski Asset Management, Inc. | 37,241 | $1.70M | 0.15% | +6,946+22.9% | Added |
| NEXT Financial Group, Inc | 37,274 | $1.70M | 0.13% | +2,716+7.9% | Added |
| Davy Global Fund Management Ltd | 37,642 | $1.71M | 0.26% | 00.0% | Unchanged |
| Financial Counselors Inc | 37,703 | $1.72M | 0.04% | −1,419−3.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 37,962 | $1.73M | 0.07% | −10,861−22.2% | Reduced |
| Lee Danner & Bass Inc | 38,151 | $1.74M | 0.16% | −300−0.8% | Reduced |
| Kavar Capital Partners Group, LLC | 38,304 | $1.74M | 0.40% | −1,542−3.9% | Reduced |
| Caldwell Trust Co | 38,399 | $1.75M | 0.22% | −3,485−8.3% | Reduced |
| Howard Capital Management Group, LLC | 38,427 | $1.75M | 0.16% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 38,496 | $1.75M | 0.27% | +7,125+22.7% | Added |
| Bollard Group LLC | 38,560 | $1.75M | 0.06% | +402+1.1% | Added |
| Argent Trust Co | 38,854 | $1.77M | 0.11% | +1,489+4.0% | Added |
| HawsGoodwin Investment Management LLC | 38,887 | $1.77M | 0.54% | +53+0.1% | Added |
| BBR Partners, LLC | 38,973 | $1.77M | 0.15% | −100.0% | Reduced |
| Berkshire Asset Management LLC | 39,194 | $1.78M | 0.12% | +918+2.4% | Added |
| Acadian Asset Management LLC | 39,421 | $1.79M | 0.01% | +1,516+4.0% | Added |
| Aviance Capital Partners, LLC | 39,370 | $1.79M | 0.32% | +1,872+5.0% | Added |
| Soltis Investment Advisors LLC | 39,509 | $1.80M | 0.28% | +1,644+4.3% | Added |
| Truvestments Capital LLC | 39,653 | $1.80M | 1.00% | +1,536+4.0% | Added |
| 1832 Asset Management L.P. | 36,901 | $1.81M | 0.00% | +19,911+117.2% | Added |
| Hohimer Wealth Management, LLC | 40,004 | $1.82M | 0.38% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 40,161 | $1.83M | 0.36% | −1,089−2.6% | Reduced |
| JB Capital LLC | 40,266 | $1.83M | 0.24% | +40,266 | New |
| Fisher Asset Management, LLC | 40,293 | $1.83M | 0.00% | +2,125+5.6% | Added |
| YorkBridge Wealth Partners, LLC | 40,593 | $1.85M | 0.47% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 40,612 | $1.85M | 0.96% | −417−1.0% | Reduced |
| Leelyn Smith, LLC | 40,690 | $1.85M | 0.54% | +745+1.9% | Added |
| Fma Advisory Inc | 40,700 | $1.85M | 0.69% | −765−1.8% | Reduced |
| Horizon Kinetics Asset Management LLC | 40,764 | $1.86M | 0.04% | −1,450−3.4% | Reduced |
| Value Partners Investments Inc. | 41,000 | $1.86M | 0.16% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 40,890 | $1.86M | 2.20% | +40,890 | New |
| Loudon Investment Management, LLC | 41,513 | $1.89M | 1.34% | +17,000+69.4% | Added |
| CX Institutional | 41,527 | $1.89M | 0.15% | +34,308+475.2% | Added |
| Pitcairn Co | 41,746 | $1.90M | 0.13% | −15,122−26.6% | Reduced |
| IMC-Chicago, LLC | 41,833 | $1.90M | 0.16% | +41,833 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 41,815 | $1.91M | 0.00% | −28,914−40.9% | Reduced |
| Roosevelt Investment Group LLC | 42,294 | $1.93M | 0.12% | −722−1.7% | Reduced |
| Laurel Wealth Advisors, Inc. | 42,365 | $1.93M | 0.35% | −1,546−3.5% | Reduced |
| Leonteq Securities AG | 42,382 | $1.93M | 0.10% | +8,158+23.8% | Added |
| Doliver Advisors, LP | 42,694 | $1.94M | 0.65% | +1,128+2.7% | Added |
| Ellenbecker Investment Group | 42,859 | $1.95M | 0.61% | −30−0.1% | Reduced |
| FineMark National Bank & Trust | 42,960 | $1.96M | 0.08% | −24−0.1% | Reduced |
| Focus Financial Network, Inc. | 43,057 | $2.00M | 0.27% | −213−0.5% | Reduced |
| Quilter Plc | 43,964 | $2.00M | 0.06% | −5,734−11.5% | Reduced |
| Trust Co of Vermont | 44,005 | $2.00M | 0.14% | +479+1.1% | Added |
| Bowling Portfolio Management LLC | 44,288 | $2.02M | 0.45% | +47+0.1% | Added |
| Frontier Wealth Management LLC | 44,342 | $2.02M | 0.14% | −3,690−7.7% | Reduced |
| Spire Wealth Management | 44,448 | $2.02M | 0.05% | +7,368+19.9% | Added |
| Founders Financial Alliance, LLC | 44,674 | $2.03M | 0.95% | +1,347+3.1% | Added |
| Affinity Investment Advisors, LLC | 44,658 | $2.03M | 0.91% | +324+0.7% | Added |
| Tufton Capital Management | 44,960 | $2.05M | 0.35% | +30+0.1% | Added |
| J.W. Cole Advisors, Inc. | 44,973 | $2.05M | 0.15% | +724+1.6% | Added |
| Brightworth | 45,102 | $2.05M | 0.19% | +3,232+7.7% | Added |
| NBT Bank N A | 45,351 | $2.06M | 0.29% | −292−0.6% | Reduced |
| Compagnie Lombard Odier SCmA | 45,660 | $2.08M | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 45,691 | $2.08M | 0.10% | +572+1.3% | Added |
| CMG Global Holdings, LLC | 45,977 | $2.09M | 1.56% | −7,180−13.5% | Reduced |
| Hayek Kallen Investment Management | 46,012 | $2.09M | 0.95% | −502−1.1% | Reduced |
| EFG Asset Management (Americas) Corp. | 46,523 | $2.12M | 0.38% | +1,317+2.9% | Added |
| Verdence Capital Advisors LLC | 46,649 | $2.12M | 0.28% | −95−0.2% | Reduced |
| Hartford Financial Management Inc. | 46,904 | $2.13M | 0.54% | 00.0% | Unchanged |
| Duality Advisers, LP | 47,093 | $2.14M | 0.16% | −113,676−70.7% | Reduced |
| South State Corp. | 47,180 | $2.15M | 0.18% | −1,670−3.4% | Reduced |
| Independent Advisor Alliance | 47,684 | $2.17M | 0.12% | +1,170+2.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 47,924 | $2.18M | 0.23% | −243−0.5% | Reduced |
| Los Angeles Capital Management LLC | 47,952 | $2.18M | 0.01% | −466,331−90.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 47,970 | $2.18M | 0.01% | +12,987+37.1% | Added |
| Clear Street Markets LLC | 48,300 | $2.20M | 0.48% | +16,352+51.2% | Added |
| X-Square Capital, LLC | 48,381 | $2.21M | 1.14% | −1,624−3.2% | Reduced |
| Wright Investors Service Inc | 48,572 | $2.21M | 0.63% | −17,143−26.1% | Reduced |
| Corient Capital Partners, LLC | 48,717 | $2.22M | 0.16% | +2,997+6.6% | Added |
| TD Private Client Wealth LLC | 48,738 | $2.22M | 0.09% | −612−1.2% | Reduced |
| Spreng Capital Management, Inc. | 48,531 | $2.23M | 1.43% | −217−0.4% | Reduced |
| North Star Asset Management Inc | 49,723 | $2.26M | 0.12% | +1,443+3.0% | Added |
| RSM US Wealth Management LLC | 49,852 | $2.27M | 0.12% | +10.0% | Added |
| PEAK6 Investments LLC | 49,913 | $2.27M | 0.05% | +35,499+246.3% | Added |
| Twin Tree Management, LP | 50,429 | $2.30M | 0.07% | −119,780−70.4% | Reduced |