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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 7,747 | $353.0K | 0.15% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 7,753 | $353.0K | 0.10% | +800+11.5% | Added |
| Walleye Trading LLC | 7,787 | $354.0K | 0.01% | −20,550−72.5% | Reduced |
| Point72 Asset Management, L.P. | 7,769 | $354.0K | 0.00% | +7,769 | New |
| Berman Capital Advisors, LLC | 7,821 | $355.0K | 0.06% | +1,109+16.5% | Added |
| Eqis Capital Management, Inc. | 7,814 | $356.0K | 0.03% | +955+13.9% | Added |
| Asset Management Corp | 7,813 | $356.0K | 0.22% | +2,937+60.2% | Added |
| Harvey Investment Co LLC | 7,833 | $357.0K | 0.05% | −666−7.8% | Reduced |
| Dowling & Yahnke LLC | 7,865 | $358.0K | 0.02% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 7,887 | $359.0K | 0.10% | +18+0.2% | Added |
| Northwest Bancshares, Inc. | 7,924 | $360.0K | 0.08% | +402+5.3% | Added |
| CFO4Life Group, LLC | 7,918 | $360.0K | 0.08% | +418+5.6% | Added |
| Transform Wealth, LLC | 7,971 | $363.0K | 0.04% | −1,239−13.5% | Reduced |
| Grimes & Company, Inc. | 7,980 | $364.0K | 0.02% | −117−1.4% | Reduced |
| Reaves W H & Co Inc | 8,000 | $364.0K | 0.01% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 7,998 | $364.0K | 0.29% | +475+6.3% | Added |
| MCF Advisors LLC | 7,999 | $364.0K | 0.04% | +622+8.4% | Added |
| PDS Planning, Inc | 8,017 | $365.0K | 0.08% | +910+12.8% | Added |
| Woodard & Co Asset Management Group Inc | 8,035 | $366.0K | 0.23% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 7,641 | $368.0K | 0.07% | +100+1.3% | Added |
| Financial Perspectives, Inc | 8,133 | $370.2K | 0.19% | +20.0% | Added |
| Smith Shellnut Wilson LLC | 8,163 | $372.0K | 0.22% | 00.0% | Unchanged |
| Clear Perspective Advisors, LLC | 8,168 | $372.0K | 0.13% | +6+0.1% | Added |
| McGowan Group Asset Management, Inc. | 8,162 | $372.0K | 0.06% | +20+0.2% | Added |
| Continuum Advisory, LLC | 8,202 | $373.0K | 0.10% | +325+4.1% | Added |
| Krane Funds Advisors LLC | 8,217 | $374.0K | 0.01% | −2,765−25.2% | Reduced |
| Physicians Financial Services, Inc. | 8,227 | $374.0K | 0.15% | −100−1.2% | Reduced |
| Summit Financial, LLC | 8,089 | $375.5K | 0.03% | +8,089 | New |
| Verition Fund Management LLC | 8,305 | $378.0K | 0.01% | +8,305 | New |
| Trustcore Financial Services, LLC | 8,331 | $379.0K | 0.04% | +140+1.7% | Added |
| Bouchey Financial Group Ltd | 8,342 | $380.0K | 0.05% | −380−4.4% | Reduced |
| Girard Partners Ltd. | 8,358 | $380.0K | 0.05% | +76+0.9% | Added |
| FinTrust Capital Advisors, LLC | 8,398 | $382.0K | 0.10% | −899−9.7% | Reduced |
| Community Trust & Investment Co | 8,400 | $382.0K | 0.03% | +775+10.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,412 | $383.0K | 0.00% | −1,793−17.6% | Reduced |
| Cohen Investment Advisors LLC | 8,417 | $383.0K | 0.29% | +33+0.4% | Added |
| Perritt Capital Management Inc | 8,411 | $383.0K | 0.21% | +150+1.8% | Added |
| Synergy Financial Management, LLC | 8,428 | $384.0K | 0.09% | +141+1.7% | Added |
| Parsec Financial Management, Inc. | 8,578 | $384.0K | 0.02% | +743+9.5% | Added |
| Flputnam Investment Management Co | 8,459 | $385.0K | 0.01% | +218+2.6% | Added |
| SevenBridge Financial Group, LLC | 8,472 | $386.0K | 0.13% | −695−7.6% | Reduced |
| IFG Advisors, LLC | 8,475 | $386.0K | 0.18% | 00.0% | Unchanged |
| Family Management Corp | 8,498 | $387.0K | 0.11% | −7,927−48.3% | Reduced |
| Omnia Family Wealth, LLC | 8,334 | $387.0K | 0.27% | +64+0.8% | Added |
| Toews Corp | 8,500 | $387.0K | 0.05% | +8,500 | New |
| Nwam LLC | 8,585 | $391.0K | 0.04% | −3,568−29.4% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 8,580 | $391.0K | 0.02% | −505−5.6% | Reduced |
| HBK Investments L P | 8,585 | $391.0K | 0.01% | +8,585 | New |
| Empowered Funds, LLC | 8,613 | $392.0K | 0.05% | −77,096−90.0% | Reduced |
| Gratus Capital LLC | 8,628 | $393.0K | 0.04% | −1,575−15.4% | Reduced |
| Towerpoint Wealth, LLC | 8,629 | $393.0K | 0.20% | −525−5.7% | Reduced |
| First American Trust, FSB | 8,636 | $393.0K | 0.06% | +8,636 | New |
| Compton Financial Group, LLC | 8,651 | $394.0K | 0.17% | −596−6.4% | Reduced |
| Cobblestone Capital Advisors LLC | 8,657 | $394.0K | 0.03% | +2,768+47.0% | Added |
| Albion Financial Group | 8,683 | $395.0K | 0.03% | +11+0.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 8,683 | $395.0K | 0.18% | +8,683 | New |
| Archford Capital Strategies, LLC | 8,696 | $396.0K | 0.09% | −307−3.4% | Reduced |
| Summit Financial Wealth Advisors, LLC | 8,732 | $397.0K | 0.09% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 8,741 | $398.0K | 0.05% | +33+0.4% | Added |
| KCM Investment Advisors LLC | 8,789 | $400.0K | 0.02% | −260−2.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 8,777 | $400.0K | 0.09% | +1,609+22.4% | Added |
| Peak Financial Advisors LLC | 8,797 | $400.0K | 0.35% | +8,797 | New |
| Credit Agricole S A | 8,810 | $401.0K | 0.01% | −5,250−37.3% | Reduced |
| First Mercantile Trust Co | 8,817 | $401.0K | 0.05% | −522−5.6% | Reduced |
| Jones Financial Companies LLLP | 8,826 | $402.0K | 0.00% | +924+11.7% | Added |
| Advisory Research Inc | 8,880 | $404.0K | 0.03% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 9,005 | $404.0K | 0.03% | +306+3.5% | Added |
| Wealth Dimensions Group, Ltd. | 8,899 | $405.0K | 0.26% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 8,972 | $408.0K | 0.05% | −480−5.1% | Reduced |
| Veriti Management LLC | 8,960 | $408.0K | 0.06% | −55−0.6% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $408.0K | 0.12% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 8,973 | $408.0K | 0.03% | +2,550+39.7% | Added |
| NJ State Employees Deferred Compensation Plan | 9,000 | $410.0K | 0.06% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 9,016 | $410.0K | 0.03% | +194+2.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 9,026 | $411.0K | 0.09% | +269+3.1% | Added |
| Baldwin Brothers Inc | 9,100 | $414.0K | 0.05% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 9,166 | $417.0K | 0.09% | +70+0.8% | Added |
| Gradient Investments LLC | 9,173 | $418.0K | 0.01% | −314−3.3% | Reduced |
| Front Barnett Associates LLC | 9,236 | $420.0K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 9,246 | $421.0K | 0.06% | −8,349−47.5% | Reduced |
| Perigon Wealth Management, LLC | 9,251 | $421.0K | 0.04% | −3,385−26.8% | Reduced |
| Court Place Advisors, LLC | 9,243 | $421.0K | 0.12% | +300+3.4% | Added |
| Lakeview Capital Partners, LLC | 9,272 | $422.0K | 0.19% | −2,302−19.9% | Reduced |
| Successful Portfolios LLC | 9,299 | $423.0K | 0.25% | −82−0.9% | Reduced |
| Clark Financial Services Group Inc | 9,284 | $423.0K | 0.33% | +1,968+26.9% | Added |
| First Citizens Bank & Trust Co | 9,303 | $423.0K | 0.02% | +2,127+29.6% | Added |
| Quadrant Capital Group LLC | 9,336 | $425.0K | 0.06% | +978+11.7% | Added |
| Birinyi Associates Inc | 9,350 | $426.0K | 0.14% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 9,369 | $426.0K | 0.20% | +89+1.0% | Added |
| Bedel Financial Consulting, Inc. | 9,411 | $428.0K | 0.15% | −189−2.0% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 9,412 | $428.0K | 0.03% | +97+1.0% | Added |
| Indie Asset Partners, LLC | 9,398 | $428.0K | 0.35% | +150+1.6% | Added |
| Kovitz Investment Group Partners, LLC | 9,453 | $430.0K | 0.01% | −2,238−19.1% | Reduced |
| Alliance Wealth Advisors, LLC | 9,481 | $432.0K | 0.38% | −233−2.4% | Reduced |
| TCI Wealth Advisors, Inc. | 9,500 | $432.0K | 0.07% | +13+0.1% | Added |
| Congress Park Capital LLC | 9,500 | $432.0K | 0.22% | +950+11.1% | Added |
| Aptus Capital Advisors, LLC | 9,326 | $433.0K | 0.02% | +311+3.4% | Added |
| Financial Advocates Investment Management | 9,542 | $434.0K | 0.03% | −3,638−27.6% | Reduced |
| Home Federal Bank of Tennessee | 9,542 | $434.0K | 0.16% | +100+1.1% | Added |
| Pinnacle Family Advisors, LLC | 9,633 | $438.0K | 0.20% | +234+2.5% | Added |