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 |
|---|---|---|---|---|---|
| Evoke Wealth, LLC | 9,480 | $440.0K | 0.02% | +47+0.5% | Added |
| E&G Advisors, LP | 9,667 | $440.0K | 0.12% | +9,667 | Added |
| Northstar Group, Inc. | 9,684 | $441.0K | 0.11% | −29−0.3% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 9,705 | $442.0K | 0.16% | +385+4.1% | Added |
| Resolute Partners Group | 9,531 | $442.0K | 0.06% | +9,167+2,518.4% | Added |
| Fiduciary Group LLC | 9,230 | $444.0K | 0.05% | −316−3.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 9,781 | $445.0K | 0.16% | −163−1.6% | Reduced |
| Accredited Investors Inc. | 9,766 | $445.0K | 0.05% | +135+1.4% | Added |
| Holderness Investments Co | 9,766 | $445.0K | 0.15% | +384+4.1% | Added |
| Sowa Financial Group, Inc. | 9,829 | $447.0K | 0.29% | +255+2.7% | Added |
| Wagner Wealth Management, LLC | 10,128 | $447.0K | 0.36% | +5,460+117.0% | Added |
| Gilbert & Cook, Inc. | 9,875 | $450.0K | 0.08% | +1,141+13.1% | Added |
| Teamwork Financial Advisors, LLC | 9,888 | $450.0K | 0.09% | +4,130+71.7% | Added |
| Hancock Whitney Corp | 9,889 | $451.0K | 0.02% | −3,349−25.3% | Reduced |
| Fox Run Management, L.L.C. | 9,939 | $452.0K | 0.28% | −5,707−36.5% | Reduced |
| David Loasby | 9,930 | $452.0K | 0.06% | +18+0.2% | Added |
| Accurate Wealth Management, LLC | 8,466 | $452.0K | 0.40% | +1,699+25.1% | Added |
| Engine No. 1 LLC | 9,927 | $452.0K | 0.12% | +4,021+68.1% | Added |
| Cypress Wealth Services, LLC | 9,952 | $453.0K | 0.14% | −7,501−43.0% | Reduced |
| Hendershot Investments Inc. | 9,944 | $453.0K | 0.09% | 00.0% | Unchanged |
| United Bank | 9,986 | $454.0K | 0.06% | +1,204+13.7% | Added |
| Twinbeech Capital LP | 9,969 | $454.0K | 0.03% | +9,969 | New |
| Triumph Capital Management | 9,799 | $455.0K | 0.21% | −3,823−28.1% | Reduced |
| State Farm Mutual Automobile Insurance Co | 10,000 | $455.0K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 10,050 | $457.0K | 0.04% | +23+0.2% | Added |
| Capital Advisors Inc | 10,065 | $458.0K | 0.01% | +777+8.4% | Added |
| Stonnington Group, LLC | 9,800 | $458.0K | 0.10% | +4,000+69.0% | Added |
| SFMG, LLC | 10,087 | $459.0K | 0.05% | −215−2.1% | Reduced |
| Monetary Management Group Inc | 10,126 | $461.0K | 0.13% | −250−2.4% | Reduced |
| Wealth Quarterback LLC | 21,036 | $461.0K | 0.31% | +12,727+153.2% | Added |
| Newbridge Financial Services Group, Inc. | 10,181 | $463.0K | 0.29% | +339+3.4% | Added |
| Investment Management of Virginia LLC | 10,250 | $467.0K | 0.09% | +250+2.5% | Added |
| Cheviot Value Management, LLC | 10,249 | $467.0K | 0.12% | +344+3.5% | Added |
| American Century Companies Inc | 10,249 | $467.0K | 0.00% | +2,466+31.7% | Added |
| Oakworth Capital, Inc. | 10,269 | $468.0K | 0.05% | −658−6.0% | Reduced |
| Azimuth Capital Management LLC | 10,278 | $468.0K | 0.02% | +100+1.0% | Added |
| Foundations Investment Advisors, LLC | 10,156 | $469.0K | 0.02% | +960+10.4% | Added |
| Laidlaw Wealth Management LLC | 10,369 | $472.0K | 0.12% | +2,344+29.2% | Added |
| Doyle Wealth Management | 10,385 | $473.0K | 0.04% | +673+6.9% | Added |
| Equitable Trust Co | 10,457 | $476.0K | 0.03% | −10.0% | Reduced |
| Montecito Bank & Trust | 10,525 | $480.0K | 0.09% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 10,546 | $480.0K | 0.02% | +478+4.7% | Added |
| Hall Capital Management Co Inc | 10,572 | $481.0K | 0.31% | −60−0.6% | Reduced |
| SPC Financial, Inc. | 10,566 | $481.0K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 10,575 | $481.0K | 0.16% | 00.0% | Unchanged |
| Fishman Jay A Ltd | 10,635 | $484.1K | 0.06% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 9,967 | $485.0K | 0.04% | −1,701−14.6% | Reduced |
| Wealth Architects, LLC | 10,675 | $486.0K | 0.09% | −6−0.1% | Reduced |
| SkyOak Wealth, LLC | 10,680 | $486.0K | 0.13% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 10,703 | $487.0K | 0.03% | −7−0.1% | Reduced |
| St. Louis Trust Co | 10,700 | $487.0K | 0.13% | 00.0% | Unchanged |
| Jefferies Group LLC | 10,728 | $488.3K | 0.01% | +9,572+828.0% | Added |
| Carolina Wealth Advisors, LLC | 10,767 | $490.0K | 0.32% | −376−3.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 10,756 | $490.0K | 0.32% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 10,767 | $490.0K | 0.05% | +329+3.2% | Added |
| Magnolia Capital Advisors LLC | 10,778 | $490.0K | 0.17% | +985+10.1% | Added |
| Erste Asset Management GmbH | 10,072 | $490.9K | 0.01% | +559+5.9% | Added |
| TFC Financial Management | 10,800 | $492.0K | 0.16% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 10,844 | $494.0K | 0.04% | −1,280−10.6% | Reduced |
| Ledyard National Bank | 10,856 | $494.0K | 0.05% | −248−2.2% | Reduced |
| HBW Advisory Services LLC | 10,856 | $494.0K | 0.13% | +2,317+27.1% | Added |
| CenterStar Asset Management, LLC | – | $495.0K | 0.39% | – | – |
| Waldron Private Wealth LLC | 10,716 | $497.0K | 0.03% | +826+8.4% | Added |
| FourThought Financial, LLC | 10,943 | $498.0K | 0.07% | −1,533−12.3% | Reduced |
| Orca Investment Management, LLC | 10,946 | $498.0K | 0.44% | −1,237−10.2% | Reduced |
| MidWestOne Financial Group, Inc. | 10,944 | $498.0K | 0.12% | 00.0% | Unchanged |
| Diversified Trust Co | 10,950 | $498.0K | 0.02% | 00.0% | Unchanged |
| Summit Financial Group Inc | 10,965 | $499.0K | 0.18% | 00.0% | Unchanged |
| Gabelli Funds LLC | 11,000 | $501.0K | 0.00% | 00.0% | Unchanged |
| Foresight Wealth Management, LLC | 11,081 | $504.0K | 0.22% | −644−5.5% | Reduced |
| Charles Schwab Trust Co | 11,072 | $504.0K | 0.10% | +176+1.6% | Added |
| Inscription Capital, LLC | 10,871 | $505.0K | 0.16% | −3,982−26.8% | Reduced |
| Qtron Investments LLC | 11,086 | $505.0K | 0.14% | 00.0% | Unchanged |
| McGinn Investment Management, Inc. | 11,150 | $508.0K | 0.37% | +11,150 | New |
| Cutter & CO Brokerage, Inc. | 11,239 | $512.0K | 0.12% | +182+1.6% | Added |
| Personal Capital Advisors Corp | 11,274 | $513.0K | 0.00% | −435−3.7% | Reduced |
| Guardian Capital Advisors LP | 11,025 | $513.0K | 0.05% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 11,369 | $518.0K | 0.05% | +1,680+17.3% | Added |
| Old Second National Bank of Aurora | 11,460 | $522.0K | 0.14% | +10.0% | Added |
| Total Clarity Wealth Management, Inc. | 11,500 | $523.0K | 0.25% | +73+0.6% | Added |
| Atlas Brown,Inc. | 11,499 | $523.0K | 0.23% | +220+2.0% | Added |
| Sax Wealth Advisors, LLC | 11,533 | $525.0K | 0.12% | +1,000+9.5% | Added |
| Monarch Capital Management Inc | 11,563 | $526.0K | 0.15% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 11,628 | $529.0K | 0.03% | +70+0.6% | Added |
| Capital City Trust Co | 11,650 | $531.0K | 0.16% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 11,681 | $532.0K | 0.08% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 11,476 | $533.0K | 0.25% | −5,000−30.3% | Reduced |
| Salvus Wealth Management, LLC | 11,741 | $534.0K | 0.44% | +665+6.0% | Added |
| B. Riley Wealth Management, Inc. | 11,802 | $537.0K | 0.04% | +775+7.0% | Added |
| Larson Financial Group LLC | 11,834 | $539.0K | 0.11% | +11,212+1,802.6% | Added |
| Parkside Financial Bank & Trust | 11,867 | $540.0K | 0.16% | +1,213+11.4% | Added |
| Federated Hermes, Inc. | 11,902 | $542.0K | 0.00% | −3,576−23.1% | Reduced |
| Vectors Research Management, LLC | 11,915 | $542.0K | 0.13% | −10−0.1% | Reduced |
| HNP Capital LLC | 11,915 | $542.0K | 0.14% | −10−0.1% | Reduced |
| Barings LLC | 11,994 | $546.0K | 0.01% | +11,994 | New |
| Optimum Investment Advisors | 12,061 | $549.0K | 0.23% | +298+2.5% | Added |
| BKD Wealth Advisors, LLC | 12,071 | $549.0K | 0.03% | +1,559+14.8% | Added |
| Park National Corp | 12,088 | $550.0K | 0.02% | −211−1.7% | Reduced |
| Farmers & Merchants Investments Inc | 12,082 | $550.0K | 0.02% | +4,818+66.3% | Added |
| Sage Private Wealth Group, LLC | 12,101 | $551.0K | 0.76% | −293−2.4% | Reduced |