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 |
|---|---|---|---|---|---|
| Tower View Investment Management & Research LLC | 1,000 | $46.0K | 0.03% | +1,000 | New |
| Tacita Capital Inc | 1,025 | $47.0K | 0.03% | −400−28.1% | Reduced |
| West Paces Advisors Inc. | 1,036 | $47.2K | 0.02% | +250+31.8% | Added |
| MV Capital Management, Inc. | 1,054 | $48.0K | 0.01% | +254+31.8% | Added |
| Tradewinds Capital Management, LLC | 1,132 | $52.0K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 1,140 | $52.0K | 0.03% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,168 | $53.0K | 0.04% | +9+0.8% | Added |
| Kozak & Associates, Inc. | 1,182 | $53.0K | 0.03% | +1,182 | New |
| PSI Advisors, LLC | 1,162 | $53.0K | 0.02% | +1,162 | New |
| First PREMIER Bank | 1,190 | $54.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,197 | $54.0K | 0.02% | +4+0.3% | Added |
| West Branch Capital LLC | 1,215 | $55.0K | 0.03% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,200 | $55.0K | 0.04% | 00.0% | Unchanged |
| Bleichroeder LP | 1,200 | $55.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,197 | $55.0K | 0.04% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,220 | $55.5K | 0.04% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,243 | $57.0K | 0.05% | +1,215+4,339.3% | Added |
| Cahill Financial Advisors Inc | 1,241 | $57.0K | 0.01% | +1,241 | New |
| Canton Hathaway, LLC | 1,340 | $61.0K | 0.02% | +540+67.5% | Added |
| Global Trust Asset Management, LLC | 1,364 | $62.0K | 0.03% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,356 | $62.0K | 0.01% | −14−1.0% | Reduced |
| Lountzis Asset Management, LLC | 1,370 | $63.6K | 0.04% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 1,398 | $64.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,405 | $64.0K | 0.01% | +210+17.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,415 | $64.0K | 0.01% | +1,415 | New |
| Alpha Paradigm Partners, LLC | 1,401 | $64.0K | 0.03% | +1,401 | New |
| Timber Creek Capital Management LLC | 1,440 | $65.0K | 0.02% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 1,424 | $65.0K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,483 | $67.5K | 0.02% | +100+7.2% | Added |
| Veritas Investment Management (UK) Ltd | 1,500 | $68.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,500 | $68.0K | 0.04% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 1,500 | $68.0K | 0.03% | 00.0% | Unchanged |
| Sierra Capital LLC | 1,588 | $72.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 1,600 | $73.0K | 0.08% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 1,595 | $73.0K | 0.02% | +75+4.9% | Added |
| Sawyer & Company, Inc | 1,650 | $75.0K | 0.04% | −300−15.4% | Reduced |
| Clearview Wealth Advisors LLC | 1,643 | $75.0K | 0.05% | +20+1.2% | Added |
| Accel Wealth Management | 1,660 | $76.0K | 0.05% | +41+2.5% | Added |
| Lenox Wealth Advisors, LLC | 1,715 | $78.0K | 0.01% | −8,255−82.8% | Reduced |
| Lake Point Wealth Management | 1,711 | $78.0K | 0.04% | +1+0.1% | Added |
| Rock Creek Group, LP | 1,732 | $79.0K | 0.01% | −858−33.1% | Reduced |
| Benjamin Edwards Inc | 1,725 | $79.0K | 0.05% | +329+23.6% | Added |
| McClarren Financial Advisors, Inc. | 1,776 | $80.0K | 0.06% | −215−10.8% | Reduced |
| BerganKDV Wealth Management, LLC | 1,819 | $83.0K | 0.01% | −173−8.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,872 | $85.0K | 0.02% | −71−3.7% | Reduced |
| Kelly Financial Services LLC | 1,978 | $90.0K | 0.05% | −91,738−97.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 2,000 | $91.0K | 0.00% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 2,000 | $91.0K | 0.03% | +2,000 | New |
| Atticus Wealth Management, LLC | 2,032 | $92.0K | 0.04% | 00.0% | Unchanged |
| Firestone Capital Management | 1,940 | $92.0K | 0.03% | 00.0% | Unchanged |
| O'Dell Group, LLC | 2,045 | $93.0K | 0.03% | +2,045 | New |
| Highlander Capital Management, LLC | 2,095 | $95.0K | 0.05% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,088 | $95.0K | 0.02% | −3−0.1% | Reduced |
| M&R Capital Management Inc | 2,275 | $103.0K | 0.02% | +400+21.3% | Added |
| Costello Asset Management, INC | 2,300 | $105.0K | 0.07% | +300+15.0% | Added |
| Tompkins Financial Corp | 2,300 | $105.0K | 0.02% | +2,300 | New |
| Field & Main Bank | 2,400 | $109.0K | 0.07% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,416 | $110.0K | 0.03% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,447 | $111.0K | 0.12% | −500−17.0% | Reduced |
| Carolinas Wealth Consulting LLC | 2,402 | $111.0K | 0.03% | +38+1.6% | Added |
| Proffitt & Goodson Inc | 2,445 | $111.0K | 0.02% | +410+20.1% | Added |
| Norway Savings Bank | 2,489 | $113.0K | 0.05% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 2,514 | $114.0K | 0.09% | +226+9.9% | Added |
| AdvisorShares Investments LLC | 2,530 | $115.0K | 0.02% | −140−5.2% | Reduced |
| Pacific Center for Financial Services | 2,553 | $116.0K | 0.05% | 00.0% | Unchanged |
| Hudock, Inc. | 2,586 | $117.0K | 0.04% | +16+0.6% | Added |
| Logan Capital Management Inc | 2,595 | $118.0K | 0.01% | −415−13.8% | Reduced |
| Veritas Investment Partners (UK) Ltd. | 2,600 | $118.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 2,622 | $119.0K | 0.04% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,602 | $119.0K | 0.03% | +16+0.6% | Added |
| JFS Wealth Advisors, LLC | 2,634 | $120.0K | 0.01% | +1,294+96.6% | Added |
| Liberty Wealth Management LLC | 2,676 | $121.0K | 0.04% | +821+44.3% | Added |
| Glassman Wealth Services | 2,705 | $123.0K | 0.03% | +90+3.4% | Added |
| Westpac Banking Corp | 2,753 | $125.3K | 0.00% | −18,029−86.8% | Reduced |
| Key Financial Inc | 2,766 | $126.0K | 0.07% | +120+4.5% | Added |
| JJJ Advisors Inc. | 2,799 | $127.0K | 0.04% | +8+0.3% | Added |
| Lloyd Advisory Services, LLC. | 2,834 | $129.0K | 0.07% | +51+1.8% | Added |
| Archer Investment Corp | 2,840 | $129.3K | 0.05% | +2,840 | New |
| Meridian Wealth Partners, LLC | 2,878 | $131.0K | 0.03% | +2,878 | New |
| Aspire Private Capital, LLC | 2,953 | $134.0K | 0.04% | +16+0.5% | Added |
| First National Bank of South Miami | 2,955 | $135.0K | 0.09% | −15−0.5% | Reduced |
| Zions Bancorporation, N.A. | 2,958 | $135.0K | 0.01% | +17+0.6% | Added |
| Adirondack Trust Co | 3,111 | $137.0K | 0.07% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 3,030 | $138.0K | 0.11% | +3,030 | New |
| Edge Wealth Management LLC | 3,062 | $139.0K | 0.03% | +62+2.1% | Added |
| Concord Wealth Partners | 3,101 | $141.0K | 0.06% | −1,498−32.6% | Reduced |
| Laurel Wealth Advisors LLC | 3,105 | $141.0K | 0.03% | −100−3.1% | Reduced |
| Central Bank & Trust Co | 3,155 | $143.0K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 3,245 | $148.0K | 0.00% | −124−3.7% | Reduced |
| Achmea Investment Management B.V. | 3,257 | $148.0K | 0.00% | +3,257 | New |
| State of Wyoming | 3,292 | $150.0K | 0.10% | −1,753−34.7% | Reduced |
| Charter Oak Capital Management, LLC | 3,300 | $150.0K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 3,349 | $152.0K | 0.09% | −136−3.9% | Reduced |
| Gables Capital Management Inc. | 3,358 | $153.0K | 0.10% | 00.0% | Unchanged |
| First Command Bank | 3,383 | $154.0K | 0.03% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 3,383 | $154.0K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 3,400 | $155.0K | 0.13% | −500−12.8% | Reduced |
| Ade, LLC | 3,444 | $157.0K | 0.14% | −200−5.5% | Reduced |
| Acima Private Wealth, LLC | 3,452 | $157.0K | 0.07% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,605 | $159.0K | 0.02% | 00.0% | Unchanged |