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 |
|---|---|---|---|---|---|
| Herold Advisors, Inc. | 5,245 | $238.0K | 0.09% | +5,245 | New |
| Heartland Bank & Trust Co | 5,260 | $239.0K | 0.21% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 5,279 | $240.0K | 0.03% | +326+6.6% | Added |
| Sutton Wealth Advisors Inc. | 5,279 | $240.3K | 0.09% | +168+3.3% | Added |
| Saratoga Research & Investment Management | 5,300 | $241.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5,291 | $241.0K | 0.04% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 5,286 | $241.0K | 0.01% | +28+0.5% | Added |
| HYA Advisors, Inc | 5,153 | $241.0K | 0.10% | +62+1.2% | Added |
| Northwest Quadrant Wealth Management, LLC | 4,955 | $241.0K | 0.07% | +47+1.0% | Added |
| Madden Securities Corp | 5,306 | $242.0K | 0.13% | 00.0% | Unchanged |
| Univest Financial Corp | 5,330 | $243.0K | 0.07% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5,345 | $243.0K | 0.04% | +2,450+84.6% | Added |
| First Financial Corp | 5,350 | $244.0K | 0.16% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 5,261 | $244.0K | 0.03% | 00.0% | Unchanged |
| Fosun International Ltd | 5,000 | $244.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5,393 | $245.0K | 0.04% | −139−2.5% | Reduced |
| Ellsworth Advisors, LLC | 5,386 | $245.0K | 0.11% | +39+0.7% | Added |
| Enterprise Financial Services Corp | 5,386 | $245.0K | 0.03% | +1,447+36.7% | Added |
| Trustco Bank Corp N Y | 5,416 | $246.0K | 0.23% | +400+8.0% | Added |
| Arq Wealth Advisors, LLC | 5,428 | $247.0K | 0.16% | +275+5.3% | Added |
| Round Table Services, LLC | 5,440 | $248.0K | 0.05% | +225+4.3% | Added |
| RB Capital Management, LLC | 5,444 | $248.0K | 0.09% | +275+5.3% | Added |
| 9258 Wealth Management, LLC | 5,467 | $249.0K | 0.07% | +20.0% | Added |
| Pegasus Partners Ltd. | 5,497 | $250.0K | 0.05% | −614−10.0% | Reduced |
| Charter Trust Co | 5,500 | $250.0K | 0.02% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,481 | $250.0K | 0.04% | +184+3.5% | Added |
| Retirement Group, LLC | 5,515 | $251.0K | 0.12% | +567+11.5% | Added |
| Baker Avenue Asset Management, LP | 5,528 | $251.0K | 0.01% | +5,528 | New |
| QVR LLC | 5,509 | $251.0K | 0.51% | +5,509 | New |
| Baron Silver Stevens Financial Advisors, LLC | 5,542 | $252.0K | 0.07% | −853−13.3% | Reduced |
| Garde Capital, Inc. | 5,547 | $252.0K | 0.03% | −213−3.7% | Reduced |
| Wade G W & Inc | 5,547 | $253.0K | 0.01% | −1,046−15.9% | Reduced |
| Fairfield, Bush & Co. | 5,568 | $253.0K | 0.08% | 00.0% | Unchanged |
| White Pine Investment CO | 5,550 | $253.0K | 0.09% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,568 | $253.0K | 0.03% | 00.0% | Unchanged |
| Mark Stevens | 5,552 | $253.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5,581 | $254.0K | 0.07% | +905+19.4% | Added |
| Bienville Capital Management, LLC | 5,500 | $255.0K | 0.15% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 5,604 | $255.0K | 0.08% | 00.0% | Unchanged |
| Truepoint, Inc. | 5,650 | $257.0K | 0.01% | +1,250+28.4% | Added |
| Weatherly Asset Management L. P. | 5,651 | $257.0K | 0.03% | +5,651 | New |
| Fiducient Advisors LLC | 5,700 | $259.0K | 0.08% | −2,400−29.6% | Reduced |
| Pineno Levin & Ford Asset Management, Inc. | 5,697 | $259.0K | 0.08% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 5,718 | $260.0K | 0.09% | −1,109−16.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 5,739 | $261.0K | 0.01% | −4,748−45.3% | Reduced |
| Resources Management Corp | 5,778 | $263.0K | 0.04% | −700−10.8% | Reduced |
| ARS Wealth Advisors Group, LLC | 5,772 | $263.0K | 0.05% | +5,772 | New |
| Wendell David Associates Inc | 5,800 | $264.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 5,804 | $264.0K | 0.17% | +3,152+118.9% | Added |
| Monticello Wealth Management, LLC | 5,820 | $264.0K | 0.03% | 00.0% | Unchanged |
| Premier Asset Management LLC | 5,805 | $264.0K | 0.04% | +5,805 | New |
| Domani Wealth, LLC | 5,832 | $265.0K | 0.06% | −26−0.4% | Reduced |
| Abbrea Capital, LLC | 5,715 | $265.0K | 0.04% | +115+2.1% | Added |
| Barr E S & Co | 5,852 | $266.0K | 0.02% | −295−4.8% | Reduced |
| Aberdeen Wealth Management LLC | 5,850 | $266.0K | 0.26% | −300−4.9% | Reduced |
| MJP Associates Inc | 5,871 | $267.0K | 0.09% | −1,194−16.9% | Reduced |
| American Institute for Advanced Investment Management, LLP | 5,855 | $267.0K | 0.19% | +700+13.6% | Added |
| First Citizens Financial Corp | 5,912 | $269.0K | 0.21% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 5,915 | $269.3K | 0.36% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5,940 | $270.0K | 0.04% | −2,465−29.3% | Reduced |
| Barry Investment Advisors, LLC | 5,813 | $270.0K | 0.07% | +5,813 | New |
| WMS Partners, LLC | 5,955 | $271.0K | 0.04% | −225−3.6% | Reduced |
| Childress Capital Advisors, LLC | 5,976 | $272.0K | 0.11% | +1,149+23.8% | Added |
| Hemenway Trust Co LLC | 5,990 | $273.0K | 0.03% | −1,527−20.3% | Reduced |
| Johnson Midwest Financial, LLC | 6,027 | $274.0K | 0.22% | +99+1.7% | Added |
| Summit Wealth Partners, LLC | 6,051 | $275.4K | 0.07% | +11+0.2% | Added |
| Mayfair Advisory Group, LLC | 5,929 | $276.0K | 0.42% | +22+0.4% | Added |
| Chilton Capital Management LLC | 6,068 | $276.0K | 0.02% | +1,300+27.3% | Added |
| Cape Cod Five Cents Savings Bank | 6,083 | $277.0K | 0.03% | −138−2.2% | Reduced |
| Silvant Capital Management LLC | 5,966 | $277.0K | 0.05% | 00.0% | Unchanged |
| Summit Financial Strategies, Inc. | 6,084 | $277.0K | 0.06% | +40+0.7% | Added |
| Capital Investment Counsel, Inc | 6,076 | $277.0K | 0.06% | +850+16.3% | Added |
| Occudo Quantitative Strategies LP | 6,091 | $277.0K | 0.03% | +6,091 | New |
| Boenning & Scattergood, Inc. | 6,149 | $279.0K | 0.05% | −524−7.9% | Reduced |
| Boston Common Asset Management, LLC | 6,129 | $279.0K | 0.01% | +16+0.3% | Added |
| Eubel Brady & Suttman Asset Management Inc | 6,140 | $280.0K | 0.06% | −137−2.2% | Reduced |
| Kore Private Wealth LLC | 6,149 | $280.0K | 0.03% | −279−4.3% | Reduced |
| Proficio Capital Partners LLC | 6,146 | $280.0K | 0.04% | −154−2.4% | Reduced |
| Claro Advisors LLC | 6,154 | $280.0K | 0.12% | +256+4.3% | Added |
| Legacy Wealth Planning, LLC | 6,169 | $281.0K | 0.31% | 00.0% | Unchanged |
| St Germain D J Co Inc | 6,202 | $282.0K | 0.02% | −471−7.1% | Reduced |
| Fort Point Capital Partners LLC | 6,206 | $282.0K | 0.04% | +6,206 | New |
| Nicolet Bankshares Inc | 6,208 | $283.0K | 0.07% | −451−6.8% | Reduced |
| Insight Advisors, LLC | 6,340 | $283.0K | 0.08% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 6,222 | $283.0K | 0.26% | 00.0% | Unchanged |
| Arrow Financial Corp | 6,231 | $283.0K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6,220 | $283.0K | 0.07% | +30+0.5% | Added |
| Tower Bridge Advisors | 6,249 | $284.5K | 0.02% | 00.0% | Unchanged |
| RMR Wealth Builders | 6,136 | $285.0K | 0.08% | −848−12.1% | Reduced |
| Citizens & Northern Corp | 6,255 | $285.0K | 0.11% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 6,258 | $285.0K | 0.01% | +1,450+30.2% | Added |
| Main Street Financial Solutions, LLC | 6,259 | $285.0K | 0.04% | +6,259 | New |
| WealthTrust Axiom LLC | 6,291 | $286.0K | 0.10% | −7−0.1% | Reduced |
| Webster Bank, N. A. | 6,309 | $287.0K | 0.03% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 6,324 | $288.0K | 0.01% | −88−1.4% | Reduced |
| Icon Wealth Partners, LLC | 6,348 | $289.0K | 0.03% | −7,911−55.5% | Reduced |
| Bristlecone Advisors, LLC | 6,344 | $289.0K | 0.04% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 6,344 | $289.0K | 0.02% | +6,344 | New |
| Beck Mack & Oliver LLC | 6,380 | $290.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 6,387 | $291.0K | 0.11% | −53−0.8% | Reduced |