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 |
|---|---|---|---|---|---|
| Claybrook Capital, LLC | 50,870 | $2.32M | 1.17% | +41,703+454.9% | Added |
| Alaska Permanent Fund Corp | 51,000 | $2.32M | 0.05% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 51,020 | $2.32M | 0.29% | +59+0.1% | Added |
| Financial Partners Capital Management LLC | 51,095 | $2.33M | 0.42% | −6,530−11.3% | Reduced |
| Cohen Klingenstein LLC | 51,605 | $2.35M | 0.10% | 00.0% | Unchanged |
| HM Payson & Co | 51,721 | $2.35M | 0.06% | −725−1.4% | Reduced |
| Quantedge Capital Pte Ltd | 52,000 | $2.37M | 1.15% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 51,993 | $2.37M | 0.43% | +75+0.1% | Added |
| Prospera Financial Services Inc | 52,009 | $2.37M | 0.12% | −900−1.7% | Reduced |
| Mid Atlantic Financial Management Inc | 52,224 | $2.38M | 0.16% | −1,171−2.2% | Reduced |
| IBM Retirement Fund | 52,332 | $2.38M | 0.19% | +132+0.3% | Added |
| Cypress Capital Group | 52,423 | $2.39M | 0.32% | +307+0.6% | Added |
| Allworth Financial LP | 52,756 | $2.40M | 0.04% | +4,459+9.2% | Added |
| Clearstead Advisors, LLC | 53,046 | $2.42M | 0.18% | +34,497+186.0% | Added |
| Kinloch Capital, LLC | 53,139 | $2.42M | 1.71% | +3,353+6.7% | Added |
| Advisor Partners LLC | 53,443 | $2.43M | 0.16% | −1,764−3.2% | Reduced |
| People's United Financial, Inc. | 53,526 | $2.44M | 0.05% | −1,113−2.0% | Reduced |
| Greylin Investment Mangement Inc | 53,530 | $2.44M | 0.50% | +7,491+16.3% | Added |
| HBK Sorce Advisory LLC | 54,077 | $2.46M | 0.14% | +3,647+7.2% | Added |
| Seeyond | 54,789 | $2.49M | 0.24% | −555−1.0% | Reduced |
| Dynamic Advisor Solutions LLC | 55,114 | $2.51M | 0.19% | +9,028+19.6% | Added |
| Lincoln National Corp | 55,244 | $2.52M | 0.06% | −3,939−6.7% | Reduced |
| Johnson Investment Counsel Inc | 54,213 | $2.52M | 0.03% | −3,931−6.8% | Reduced |
| Parthenon LLC | 55,295 | $2.52M | 0.38% | −3,519−6.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 55,348 | $2.52M | 0.36% | −874−1.6% | Reduced |
| Edgar Lomax Co | 55,640 | $2.53M | 0.16% | −1,000−1.8% | Reduced |
| Roundview Capital LLC | 55,936 | $2.55M | 0.28% | +4,030+7.8% | Added |
| Stratos Wealth Partners, LTD. | 55,968 | $2.55M | 0.06% | +752+1.4% | Added |
| Cornerstone Wealth Group, LLC | 56,443 | $2.57M | 0.45% | +2,205+4.1% | Added |
| Cigna Investments Inc | 56,640 | $2.58M | 0.19% | −1,130−2.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 57,088 | $2.60M | 0.03% | +945+1.7% | Added |
| Beacon Pointe Advisors, LLC | 57,795 | $2.63M | 0.06% | −7,111−11.0% | Reduced |
| First National Trust Co | 57,901 | $2.64M | 0.16% | −280−0.5% | Reduced |
| Brookstone Capital Management | 55,426 | $2.66M | 0.05% | +3,083+5.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 58,417 | $2.66M | 0.19% | −3,257−5.3% | Reduced |
| SeaCrest Wealth Management, LLC | 58,504 | $2.66M | 0.32% | −7,497−11.4% | Reduced |
| Avantax Planning Partners, Inc. | 58,563 | $2.67M | 0.12% | −193−0.3% | Reduced |
| Merit Financial Group, LLC | 58,618 | $2.67M | 0.28% | −1,427−2.4% | Reduced |
| Toroso Investments, LLC | 57,346 | $2.67M | 0.10% | +27,597+92.8% | Added |
| Centiva Capital, LP | 58,812 | $2.68M | 0.22% | +35,765+155.2% | Added |
| Deltec Asset Management LLC | 59,487 | $2.71M | 0.41% | 00.0% | Unchanged |
| Bessemer Group Inc | 59,711 | $2.72M | 0.01% | −258−0.4% | Reduced |
| Pensionfund Sabic | 60,000 | $2.73M | 0.58% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 60,116 | $2.74M | 0.30% | +6,480+12.1% | Added |
| Capital International Sarl | 60,183 | $2.74M | 0.24% | +8,098+15.5% | Added |
| HighPoint Advisor Group LLC | 60,492 | $2.75M | 0.27% | −882−1.4% | Reduced |
| Third Security, LLC | 61,000 | $2.78M | 0.54% | 00.0% | Unchanged |
| GWM Advisors LLC | 61,125 | $2.78M | 0.07% | +6,605+12.1% | Added |
| FDx Advisors, Inc. | 61,202 | $2.79M | 0.09% | +1,654+2.8% | Added |
| Ancora Advisors, LLC | 61,592 | $2.80M | 0.07% | +35,508+136.1% | Added |
| Aureus Asset Management, LLC | 61,713 | $2.81M | 0.18% | +580+0.9% | Added |
| Meritage Portfolio Management | 62,081 | $2.83M | 0.17% | −697−1.1% | Reduced |
| Virtu Financial LLC | 62,340 | $2.84M | 0.25% | +57,866+1,293.4% | Added |
| Capital Square, LLC | 62,119 | $2.85M | 2.02% | +800+1.3% | Added |
| Pinnacle Associates Ltd | 62,748 | $2.86M | 0.05% | −1,591−2.5% | Reduced |
| Cresset Asset Management, LLC | 61,675 | $2.86M | 0.04% | +74+0.1% | Added |
| Trust Co of Virginia | 62,933 | $2.87M | 0.32% | −2,105−3.2% | Reduced |
| Winning Points Advisors, LLC | 63,188 | $2.88M | 2.17% | +2,072+3.4% | Added |
| Veritable, L.P. | 63,593 | $2.90M | 0.05% | +16,054+33.8% | Added |
| Trexquant Investment LP | 64,060 | $2.92M | 0.23% | +64,060 | New |
| Whittier Trust Co of Nevada Inc | 64,271 | $2.92M | 0.12% | +1,635+2.6% | Added |
| Cerity Partners LLC | 64,269 | $2.93M | 0.06% | +18,831+41.4% | Added |
| Bryn Mawr Trust Co | 64,393 | $2.93M | 0.11% | +577+0.9% | Added |
| Verus Financial Partners, Inc. | 61,002 | $2.94M | 0.44% | −212−0.3% | Reduced |
| Dana Investment Advisors, Inc. | 64,530 | $2.94M | 0.13% | +9,844+18.0% | Added |
| Park Circle Co | 64,750 | $2.95M | 2.43% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 65,340 | $2.97M | 0.10% | −3,544−5.1% | Reduced |
| Bridgewater Associates, LP | 66,271 | $3.02M | 0.02% | +66,271 | New |
| Associated Banc-Corp | 66,458 | $3.02M | 0.12% | −60−0.1% | Reduced |
| Equitable Holdings, Inc. | 66,860 | $3.04M | 0.05% | +542+0.8% | Added |
| Waters Parkerson & Co., LLC | 67,436 | $3.07M | 0.18% | −3,000−4.3% | Reduced |
| Formidable Asset Management, LLC | 67,517 | $3.07M | 0.58% | +1,908+2.9% | Added |
| Spears Abacus Advisors LLC | 67,610 | $3.08M | 0.22% | −56,315−45.4% | Reduced |
| Arnhold LLC | 67,695 | $3.08M | 0.36% | 00.0% | Unchanged |
| Hollencrest Capital Management | 67,759 | $3.08M | 0.28% | +1,167+1.8% | Added |
| Cornercap Investment Counsel Inc | 67,906 | $3.09M | 0.35% | −1,897−2.7% | Reduced |
| Texas Yale Capital Corp. | 68,742 | $3.13M | 0.18% | +3,166+4.8% | Added |
| Poehling Capital Management, LLC | 69,336 | $3.16M | 1.07% | −1,454−2.1% | Reduced |
| Oxbow Advisors, LLC | 69,430 | $3.16M | 0.32% | +5,479+8.6% | Added |
| Stony Point Wealth Management Inc. | 69,473 | $3.16M | 1.90% | +17,457+33.6% | Added |
| Community Bank & Trust, Waco, Texas | 69,500 | $3.16M | 1.03% | +384+0.6% | Added |
| Concorde Asset Management, LLC | 69,562 | $3.17M | 1.83% | −18,312−20.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 70,591 | $3.21M | 0.05% | +469+0.7% | Added |
| MUFG Americas Holdings Corp | 71,529 | $3.26M | 0.06% | −2,634−3.6% | Reduced |
| Shilanski & Associates, Inc. | 72,034 | $3.28M | 1.53% | +3,139+4.6% | Added |
| Edmp, Inc. | 70,693 | $3.29M | 3.48% | +2,942+4.3% | Added |
| Marcum Wealth, LLC | 72,261 | $3.29M | 0.52% | −1,044−1.4% | Reduced |
| Capula Management Ltd | 72,311 | $3.29M | 0.25% | +72,311 | New |
| Sheaff Brock Investment Advisors, LLC | 72,467 | $3.30M | 0.32% | +1,048+1.5% | Added |
| Haverford Trust Co | 72,545 | $3.30M | 0.04% | +8,576+13.4% | Added |
| Meyer Handelman Co | 72,682 | $3.31M | 0.14% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 73,198 | $3.33M | 1.14% | +78+0.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 73,289 | $3.34M | 0.01% | +3,270+4.7% | Added |
| Glenview Trust Co | 73,427 | $3.34M | 0.13% | −331−0.4% | Reduced |
| Citizens National Bank Trust Department | 73,487 | $3.35M | 0.95% | −975−1.3% | Reduced |
| NorthCoast Asset Management LLC | 73,557 | $3.35M | 0.12% | −4,049−5.2% | Reduced |
| Annex Advisory Services, LLC | 73,599 | $3.35M | 0.27% | +1,876+2.6% | Added |
| Mutual Advisors, LLC | 74,488 | $3.39M | 0.20% | +1,969+2.7% | Added |
| Hantz Financial Services, Inc. | 74,489 | $3.39M | 0.11% | +9,959+15.4% | Added |
| KWMG, LLC | 74,799 | $3.40M | 0.50% | +4,376+6.2% | Added |