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 |
|---|---|---|---|---|---|
| Mezzasalma Advisors, LLC | 6,424 | $292.0K | 0.16% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 6,440 | $293.0K | 0.16% | +30.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,439 | $293.0K | 0.17% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 6,440 | $293.0K | 0.17% | +222+3.6% | Added |
| NTV Asset Management LLC | 6,469 | $294.0K | 0.05% | +804+14.2% | Added |
| Smithfield Trust Co | 6,395 | $294.0K | 0.02% | +1,267+24.7% | Added |
| BOK Financial Private Wealth, Inc. | 6,448 | $294.0K | 0.02% | +1,923+42.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $296.0K | 0.10% | 00.0% | Unchanged |
| Seizert Capital Partners, LLC | 6,528 | $297.0K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group | 6,517 | $297.0K | 0.05% | +624+10.6% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,541 | $298.0K | 0.07% | −175−2.6% | Reduced |
| Financial Architects, Inc | 6,579 | $299.0K | 0.04% | +46+0.7% | Added |
| 1st Source Bank | 6,592 | $300.0K | 0.02% | −78−1.2% | Reduced |
| Patriot Investment Management Inc. | 6,595 | $300.0K | 0.03% | +234+3.7% | Added |
| Dixon Hubard Feinour & Brown Inc | 6,606 | $301.0K | 0.06% | −700−9.6% | Reduced |
| Pinnacle Bancorp, Inc. | 6,614 | $301.0K | 0.12% | −250−3.6% | Reduced |
| Tempus Wealth Planning, LLC | 6,615 | $301.0K | 0.17% | +220+3.4% | Added |
| Machina Capital S.A.S. | 6,620 | $301.0K | 0.65% | +6,620 | New |
| LeJeune Puetz Investment Counsel LLC | 6,636 | $302.0K | 0.11% | 00.0% | Unchanged |
| Terry L. Blaker | 6,619 | $302.0K | 0.02% | +410+6.6% | Added |
| Pflug Koory, LLC | 6,676 | $304.0K | 0.17% | +796+13.5% | Added |
| Souders Financial Advisors | 6,690 | $305.0K | 0.10% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 6,731 | $306.0K | 0.03% | −997−12.9% | Reduced |
| Callahan Advisors, LLC | 6,716 | $306.0K | 0.04% | −718−9.7% | Reduced |
| Acorn Wealth Advisors, LLC | 6,721 | $306.0K | 0.21% | +45+0.7% | Added |
| Hills Bank & Trust Co | 6,746 | $307.0K | 0.05% | −805−10.7% | Reduced |
| Tocqueville Asset Management L.P. | 6,798 | $309.0K | 0.00% | −3,088−31.2% | Reduced |
| Guyasuta Investment Advisors Inc | 6,798 | $309.0K | 0.02% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 6,779 | $309.0K | 0.15% | 00.0% | Unchanged |
| Element Wealth, LLC | 6,821 | $310.0K | 0.25% | +157+2.4% | Added |
| Wells Trecaso Financial Group, LLC | 6,836 | $311.0K | 0.15% | +4+0.1% | Added |
| Smith Anglin Financial, LLC | 6,837 | $311.0K | 0.06% | +1,635+31.4% | Added |
| Vaughan David Investments LLC | 6,844 | $312.0K | 0.01% | 00.0% | Unchanged |
| Connable Office Inc | 6,877 | $313.0K | 0.05% | 00.0% | Unchanged |
| Pacitti Group Inc. | 6,914 | $315.0K | 0.20% | −1,159−14.4% | Reduced |
| Cardan Capital Partners, LLC | 6,944 | $316.0K | 0.04% | −102−1.4% | Reduced |
| Oarsman Capital, Inc. | 6,970 | $317.0K | 0.13% | 00.0% | Unchanged |
| Rockland Trust Co | 6,955 | $317.0K | 0.02% | +343+5.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,987 | $318.0K | 0.01% | −24−0.3% | Reduced |
| Mirador Capital Partners LP | 6,983 | $318.0K | 0.07% | +59+0.9% | Added |
| TD Ameritrade Investment Management, LLC | 8,232 | $318.0K | 0.00% | +2,434+42.0% | Added |
| Condor Capital Management | 7,014 | $319.0K | 0.03% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 7,000 | $319.0K | 0.10% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 7,000 | $319.0K | 0.23% | +200+2.9% | Added |
| BCJ Capital Management, LLC | 7,014 | $319.0K | 0.03% | +580+9.0% | Added |
| Clarus Group, Inc. | 7,040 | $320.0K | 0.22% | −200−2.8% | Reduced |
| Coastline Trust Co | 7,025 | $320.0K | 0.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 7,081 | $322.0K | 0.06% | +56+0.8% | Added |
| JT Stratford LLC | 7,072 | $322.0K | 0.10% | +202+2.9% | Added |
| TCG Advisory Services, LLC | 7,074 | $322.0K | 0.08% | +315+4.7% | Added |
| Avalon Investment & Advisory | 7,091 | $323.0K | 0.01% | −2,728−27.8% | Reduced |
| Bremer Bank National Association | 7,095 | $323.0K | 0.06% | −2,057−22.5% | Reduced |
| Tiedemann Advisors, LLC | 6,967 | $324.0K | 0.02% | −7,236−50.9% | Reduced |
| Cowa, LLC | 7,117 | $324.0K | 0.19% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 7,104 | $324.0K | 0.04% | −15−0.2% | Reduced |
| Arvest Bank Trust Division | 7,126 | $324.0K | 0.02% | +1,707+31.5% | Added |
| Strategic Financial Services, Inc, | 7,130 | $325.0K | 0.03% | −133−1.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 7,146 | $325.0K | 0.09% | +52+0.7% | Added |
| SP Asset Management | 6,841 | $325.0K | 0.03% | +122+1.8% | Added |
| V Wealth Advisors LLC | 7,169 | $326.0K | 0.05% | +1,615+29.1% | Added |
| Greatmark Investment Partners, Inc. | 7,186 | $327.0K | 0.06% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 7,196 | $327.6K | 0.05% | −558−7.2% | Reduced |
| Calton & Associates, Inc. | 7,280 | $331.0K | 0.07% | −1,369−15.8% | Reduced |
| Infusive Asset Management Inc. | 7,280 | $331.0K | 0.07% | −160−2.2% | Reduced |
| Regent Investment Management LLC | 7,265 | $331.0K | 0.08% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 7,270 | $331.0K | 0.11% | +210+3.0% | Added |
| Aveo Capital Partners, LLC | 7,297 | $332.0K | 0.07% | +1,087+17.5% | Added |
| Castle Rock Wealth Management, LLC | 7,397 | $333.0K | 0.11% | −555−7.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 7,311 | $333.0K | 0.04% | 00.0% | Unchanged |
| King Wealth | 7,308 | $333.0K | 0.07% | +750+11.4% | Added |
| DT Investment Partners, LLC | 7,336 | $334.0K | 0.04% | +7,336 | New |
| Moneta Group Investment Advisors LLC | 7,381 | $336.0K | 0.02% | −1,910−20.6% | Reduced |
| Ellis Investment Partners, LLC | 7,389 | $336.0K | 0.08% | −381−4.9% | Reduced |
| Rockbridge Investment Management, LCC | 7,387 | $336.0K | 0.06% | +759+11.5% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 7,413 | $337.0K | 0.10% | +44+0.6% | Added |
| Plancorp, LLC | 7,411 | $337.0K | 0.02% | +93+1.3% | Added |
| Dearborn Partners LLC | 7,445 | $339.0K | 0.01% | −6,800−47.7% | Reduced |
| Access Financial Services, Inc. | 7,439 | $339.0K | 0.15% | 00.0% | Unchanged |
| Carlson Capital Management | 7,451 | $339.0K | 0.04% | +239+3.3% | Added |
| City Holding Co | 7,458 | $339.0K | 0.06% | +386+5.5% | Added |
| Atlas Private Wealth Management | 7,498 | $341.0K | 0.21% | +50+0.7% | Added |
| Procyon Private Wealth Partners, LLC | 7,508 | $342.0K | 0.09% | +627+9.1% | Added |
| Golden State Wealth Management, LLC | 7,540 | $343.0K | 0.07% | −711−8.6% | Reduced |
| FLC Capital Advisors | 7,526 | $343.0K | 0.10% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 7,527 | $343.0K | 0.14% | +1,354+21.9% | Added |
| Wambolt & Associates, LLC | 7,504 | $344.0K | 0.14% | +25+0.3% | Added |
| Delta Investment Management, LLC | 7,550 | $344.0K | 0.11% | +600+8.6% | Added |
| Tandem Investment Advisors, Inc. | 7,575 | $345.0K | 0.03% | −95−1.2% | Reduced |
| Minot Wealth Management LLC | 7,571 | $345.0K | 0.07% | +1,433+23.3% | Added |
| Icon Advisers Inc | 7,600 | $346.0K | 0.06% | 00.0% | Unchanged |
| Marshall Wace, LLP | 7,626 | $347.0K | 0.00% | −50,417−86.9% | Reduced |
| Baxter Bros Inc | 7,618 | $347.0K | 0.06% | −4,533−37.3% | Reduced |
| First Business Financial Services, Inc. | 7,616 | $347.0K | 0.04% | −345−4.3% | Reduced |
| EPG Wealth Management LLC | 7,627 | $347.0K | 0.14% | +684+9.9% | Added |
| Smith Chas P & Associates Pa Cpas | 7,646 | $348.0K | 0.03% | −99−1.3% | Reduced |
| Summit Trail Advisors, LLC | 7,496 | $348.0K | 0.03% | +871+13.1% | Added |
| Newman Dignan & Sheerar, Inc. | 7,635 | $348.0K | 0.12% | +2,018+35.9% | Added |
| Vantage Consulting Group Inc | 7,657 | $349.0K | 0.07% | −25−0.3% | Reduced |
| Farmers Trust Co | 7,622 | $350.0K | 0.08% | +580+8.2% | Added |
| ERn Financial, LLC | 7,736 | $352.0K | 0.09% | +7,736 | New |