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 |
|---|---|---|---|---|---|
| Stonebridge Capital Advisors LLC | 3,515 | $160.0K | 0.02% | −168−4.6% | Reduced |
| West Oak Capital, LLC | 3,535 | $161.0K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 3,590 | $163.0K | 0.06% | +55+1.6% | Added |
| Piscataqua Savings Bank | 3,627 | $165.0K | 0.14% | −105−2.8% | Reduced |
| Blueprint Investment Partners LLC | 3,660 | $167.0K | 0.08% | +3,660 | New |
| Harbor Investment Advisory, LLC | 3,723 | $169.0K | 0.02% | −1,250−25.1% | Reduced |
| Roble, Belko & Company, Inc | 3,718 | $169.0K | 0.03% | −11−0.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 3,708 | $169.0K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 3,697 | $169.0K | 0.06% | +3,225+683.3% | Added |
| Gemmer Asset Management LLC | 3,745 | $170.0K | 0.02% | −250−6.3% | Reduced |
| Bellevue Asset Management, LLC | 3,714 | $171.0K | 0.10% | +8+0.2% | Added |
| Strategic Asset Management, LLC | 3,672 | $171.0K | 0.24% | +3,672 | New |
| Lindbrook Capital, LLC | 3,827 | $174.0K | 0.05% | −971−20.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,818 | $174.0K | 0.05% | −814−17.6% | Reduced |
| Sittner & Nelson, LLC | 3,912 | $178.0K | 0.11% | +2,000+104.6% | Added |
| SRS Capital Advisors, Inc. | 4,107 | $187.0K | 0.03% | +164+4.2% | Added |
| Harvest Fund Management Co., Ltd | 4,165 | $189.0K | 0.04% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 4,213 | $192.0K | 0.09% | +41+1.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,244 | $193.0K | 0.02% | −126−2.9% | Reduced |
| Old North State Trust, LLC | 4,304 | $196.0K | 0.17% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 4,306 | $196.0K | 0.05% | +1,139+36.0% | Added |
| Fieldpoint Private Securities, LLC | 4,339 | $197.0K | 0.04% | +375+9.5% | Added |
| Evermay Wealth Management LLC | 4,339 | $198.0K | 0.04% | −1,200−21.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,355 | $198.0K | 0.14% | 00.0% | Unchanged |
| Rothschild & Co Wealth Management UK Ltd | 4,365 | $199.0K | 0.00% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 4,396 | $200.0K | 0.07% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4,394 | $200.0K | 0.03% | +1,498+51.7% | Added |
| Financial Advisory Group | 4,400 | $200.0K | 0.04% | +4,400 | New |
| Sky Investment Group LLC | 4,411 | $201.0K | 0.04% | −175−3.8% | Reduced |
| Weaver Consulting Group | 4,415 | $201.0K | 0.11% | +123+2.9% | Added |
| Cedar Brook Financial Partners, LLC | 4,437 | $202.0K | 0.06% | −2,032−31.4% | Reduced |
| Engrave Wealth Partners LLC | 4,439 | $202.0K | 0.06% | −100−2.2% | Reduced |
| Vestor Capital, LLC | 4,430 | $202.0K | 0.02% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 4,441 | $202.0K | 0.03% | +15+0.3% | Added |
| CVA Family Office, LLC | 5,264 | $203.0K | 0.15% | −1,755−25.0% | Reduced |
| ERTS Wealth Advisors, LLC | 4,453 | $203.0K | 0.05% | +100+2.3% | Added |
| Dark Forest Capital Management LP | 4,463 | $203.0K | 0.07% | +4,463 | New |
| Wealth Alliance | 4,510 | $205.0K | 0.05% | −526−10.4% | Reduced |
| Dividend Assets Capital, LLC | 4,516 | $206.0K | 0.04% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 4,555 | $207.0K | 0.03% | −990−17.9% | Reduced |
| Balasa Dinverno & Foltz LLC | 4,553 | $207.0K | 0.01% | −450−9.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 4,574 | $208.0K | 0.02% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 4,577 | $208.0K | 0.08% | +377+9.0% | Added |
| Eagle Bay Advisors LLC | 4,585 | $208.0K | 0.12% | +1,289+39.1% | Added |
| Sovereign Financial Group, Inc. | 4,591 | $209.0K | 0.12% | −986−17.7% | Reduced |
| Horizon Investment Services, LLC | 4,618 | $210.0K | 0.10% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 4,646 | $211.0K | 0.02% | −80−1.7% | Reduced |
| Bragg Financial Advisors, Inc | 4,635 | $211.0K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 4,629 | $211.0K | 0.05% | +217+4.9% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,638 | $211.0K | 0.05% | +4,638 | New |
| Mosaic Family Wealth, LLC | 4,634 | $211.0K | 0.06% | +4,634 | New |
| GYL Financial Synergies, LLC | 4,662 | $212.0K | 0.11% | −185−3.8% | Reduced |
| SOL Capital Management CO | 4,660 | $212.0K | 0.04% | +100+2.2% | Added |
| Wealth Management Associates, Inc. | 4,666 | $212.4K | 0.12% | +27+0.6% | Added |
| Versant Capital Management, Inc | 4,688 | $213.0K | 0.08% | −145−3.0% | Reduced |
| Trust Co of Toledo NA | 4,677 | $213.0K | 0.03% | +4,677 | New |
| Financial Engines Advisors L.L.C. | 4,628 | $214.0K | 0.00% | −800−14.7% | Reduced |
| Act Wealth Management, LLC | 4,497 | $214.0K | 0.13% | 00.0% | Unchanged |
| Private Capital Group, LLC | 4,641 | $215.0K | 0.05% | +34+0.7% | Added |
| Woodmont Investment Counsel LLC | 4,736 | $216.0K | 0.03% | −389−7.6% | Reduced |
| Aua Capital Management, LLC | 4,750 | $216.0K | 0.14% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 4,748 | $216.0K | 0.01% | +4,748 | New |
| Sterling Investment Advisors, Ltd. | 4,778 | $217.0K | 0.06% | +6+0.1% | Added |
| Day & Ennis, LLC | 4,775 | $217.0K | 0.08% | +47+1.0% | Added |
| WESPAC Advisors, LLC | 4,764 | $217.0K | 0.13% | +4,764 | New |
| Running Point Capital Advisors, LLC | 4,765 | $217.0K | 0.10% | +4,765 | New |
| Corrigan Financial, Inc. | 4,782 | $217.7K | 0.07% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 4,785 | $218.0K | 0.05% | +99+2.1% | Added |
| Graypoint LLC | 4,785 | $218.0K | 0.03% | +232+5.1% | Added |
| WealthShield Partners, LLC | 4,811 | $219.0K | 0.06% | −7,209−60.0% | Reduced |
| Birch Hill Investment Advisors LLC | 4,805 | $219.0K | 0.01% | +5+0.1% | Added |
| First National Bank of Omaha | 4,843 | $220.0K | 0.01% | −815−14.4% | Reduced |
| Sculati Wealth Management, LLC | 4,842 | $220.0K | 0.12% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 4,864 | $221.0K | 0.10% | 00.0% | Unchanged |
| Donald L. Hagan, LLC | 4,885 | $222.0K | 0.13% | −46−0.9% | Reduced |
| MBA Advisors LLC | 4,871 | $222.0K | 0.16% | +504+11.5% | Added |
| Tanaka Capital Management Inc | 4,900 | $223.0K | 0.32% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 4,890 | $223.0K | 0.07% | 00.0% | Unchanged |
| Cooper Financial Group | 4,924 | $224.0K | 0.05% | +93+1.9% | Added |
| Onyx Bridge Wealth Group LLC | 4,655 | $224.0K | 0.08% | +4,655 | New |
| Well Done, LLC | 4,939 | $225.0K | 0.05% | −155−3.0% | Reduced |
| Courier Capital LLC | 4,939 | $225.0K | 0.02% | +502+11.3% | Added |
| Affinity Capital Advisors, LLC | 4,989 | $227.0K | 0.08% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 4,992 | $227.0K | 0.22% | 00.0% | Unchanged |
| Gries Financial LLC | 5,005 | $228.0K | 0.07% | −4,229−45.8% | Reduced |
| Mairs & Power Inc | 5,019 | $228.0K | 0.00% | +5,019 | New |
| Selective Wealth Management, Inc. | 5,044 | $230.0K | 0.12% | −4,270−45.8% | Reduced |
| Thoroughbred Financial Services, LLC | 5,061 | $230.0K | 0.06% | +756+17.6% | Added |
| N.E.W. Advisory Services LLC | 5,077 | $231.0K | 0.04% | −48−0.9% | Reduced |
| Weather Gauge Advisory, LLC | 5,103 | $232.0K | 0.30% | +20.0% | Added |
| AMG National Trust Bank | 5,147 | $234.0K | 0.01% | +450+9.6% | Added |
| Community Bank, N.A. | 5,166 | $235.0K | 0.03% | −2,750−34.7% | Reduced |
| Coastal Capital Group, Inc. | 5,152 | $235.0K | 0.06% | +70+1.4% | Added |
| Whitener Capital Management, Inc. | 5,767 | $236.0K | 0.11% | +200+3.6% | Added |
| Aspen Investment Management Inc | 5,190 | $236.0K | 0.12% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 5,217 | $237.0K | 0.08% | −642−11.0% | Reduced |
| Cannell Peter B & Co Inc | 5,215 | $237.0K | 0.01% | −500−8.7% | Reduced |
| KMG Fiduciary Partners, LLC | 5,211 | $237.0K | 0.04% | +7+0.1% | Added |
| Edgemoor Investment Advisors, Inc. | 5,236 | $238.0K | 0.03% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 5,219 | $238.0K | 0.04% | +5,219 | New |