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 |
|---|---|---|---|---|---|
| ACG Wealth | 12,094 | $551.0K | 0.07% | −89−0.7% | Reduced |
| Tectonic Advisors LLC | 12,108 | $551.0K | 0.11% | +6,128+102.5% | Added |
| Merriman Wealth Management, LLC | 12,173 | $554.0K | 0.05% | +25+0.2% | Added |
| Empirical Finance, LLC | 12,237 | $557.0K | 0.08% | −12,557−50.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 12,242 | $557.0K | 0.01% | −770−5.9% | Reduced |
| Anchor Investment Management, LLC | 12,257 | $557.9K | 0.08% | −1,585−11.5% | Reduced |
| TrinityPoint Wealth, LLC | 12,266 | $558.0K | 0.11% | −2,873−19.0% | Reduced |
| Spirit of America Management Corp | 12,250 | $558.0K | 0.12% | +1,000+8.9% | Added |
| Cary Street Partner Investment Advisory LLC | 12,311 | $560.0K | 0.18% | −437−3.4% | Reduced |
| Conning Inc. | 12,432 | $566.0K | 0.02% | −2,130−14.6% | Reduced |
| Trust Co of Oklahoma | 12,445 | $566.5K | 0.20% | −784−5.9% | Reduced |
| Capital Analysts, LLC | 12,452 | $567.0K | 0.04% | +1,361+12.3% | Added |
| Intellectus Partners, LLC | 12,266 | $569.0K | 0.14% | −583−4.5% | Reduced |
| Bartlett & Co. LLC | 12,535 | $571.0K | 0.01% | −360−2.8% | Reduced |
| Mattern Wealth Management LLC | 12,576 | $572.0K | 0.19% | +200+1.6% | Added |
| Lafayette Investments, Inc. | 12,593 | $573.0K | 0.16% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 12,580 | $573.0K | 0.29% | +922+7.9% | Added |
| Patten & Patten Inc | 12,625 | $575.0K | 0.04% | +2,032+19.2% | Added |
| TCW Group Inc | 12,670 | $577.0K | 0.01% | −3,100−19.7% | Reduced |
| Alpha Cubed Investments, LLC | 12,703 | $578.0K | 0.04% | +3,700+41.1% | Added |
| Meristem Family Wealth, LLC | 12,691 | $578.0K | 0.06% | +5,587+78.6% | Added |
| StoneX Group Inc. | 12,493 | $580.0K | 0.08% | −948−7.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 12,736 | $580.0K | 0.15% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 12,753 | $581.0K | 0.22% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 12,339 | $581.0K | 0.02% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 11,927 | $581.0K | 0.07% | +395+3.4% | Added |
| Bartlett & Co. Wealth Management LLC | 12,535 | $581.9K | 0.01% | −360−2.8% | Reduced |
| Montag A & Associates Inc | 12,805 | $583.0K | 0.03% | 00.0% | Unchanged |
| Canandaigua National Corp | 12,980 | $591.0K | 0.10% | +865+7.1% | Added |
| Chicago Capital, LLC | 13,025 | $593.0K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 13,054 | $594.0K | 0.29% | +646+5.2% | Added |
| Meridian Wealth Management, LLC | 13,094 | $596.0K | 0.07% | +5,151+64.8% | Added |
| Raab & Moskowitz Asset Management LLC | 13,108 | $597.0K | 0.22% | −50−0.4% | Reduced |
| Neville Rodie & Shaw Inc | 13,225 | $602.0K | 0.05% | 00.0% | Unchanged |
| Shelton Capital Management | 13,251 | $603.0K | 0.02% | −368−2.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 13,242 | $603.0K | 0.01% | +2,824+27.1% | Added |
| Pendal Group Limited | 13,278 | $604.0K | 0.00% | −64,163−82.9% | Reduced |
| Endurance Wealth Management, Inc. | 13,300 | $606.0K | 0.07% | 00.0% | Unchanged |
| Invst, LLC | 13,327 | $607.0K | 0.10% | +341+2.6% | Added |
| Duncker Streett & Co Inc | 13,366 | $608.0K | 0.12% | +75+0.6% | Added |
| Shoker Investment Counsel, Inc. | 13,478 | $613.0K | 0.31% | +2,342+21.0% | Added |
| Truehand, Inc | 13,503 | $615.0K | 0.36% | 00.0% | Unchanged |
| Marco Investment Management LLC | 13,580 | $618.0K | 0.07% | +108+0.8% | Added |
| Kistler-Tiffany Companies, LLC | 13,612 | $620.0K | 0.14% | −133−1.0% | Reduced |
| Tradition Wealth Management, LLC | 13,640 | $621.0K | 0.09% | −408−2.9% | Reduced |
| Sonora Investment Management, LLC | 13,661 | $622.0K | 0.08% | +3,442+33.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 13,690 | $623.0K | 0.04% | −3,992−22.6% | Reduced |
| Evanson Asset Management, LLC | 13,320 | $623.0K | 0.06% | −924−6.5% | Reduced |
| Warren Averett Asset Management, LLC | 13,880 | $623.0K | 0.05% | +1,497+12.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 13,742 | $626.0K | 0.11% | +3,107+29.2% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 13,684 | $628.0K | 0.08% | −675−4.7% | Reduced |
| Independent Wealth Network Inc. | 14,034 | $631.0K | 0.41% | +14,034 | New |
| Arete Wealth Advisors, LLC | 13,955 | $636.0K | 0.07% | −1,091−7.3% | Reduced |
| American National Registered Investment Advisor, Inc. | 13,986 | $637.0K | 0.23% | −39−0.3% | Reduced |
| Wealth Advisors of Iowa, LLC | 14,018 | $638.0K | 0.35% | +2,141+18.0% | Added |
| Richard Bernstein Advisors LLC | 14,020 | $638.0K | 0.01% | +2,617+23.0% | Added |
| TRUE Private Wealth Advisors | 13,788 | $640.0K | 0.09% | −107−0.8% | Reduced |
| Naples Global Advisors, LLC | 14,096 | $642.0K | 0.08% | −500−3.4% | Reduced |
| Matrix Private Capital Group LLC | 13,825 | $642.0K | 0.34% | +98+0.7% | Added |
| Van Cleef Asset Management,Inc | 14,152 | $644.0K | 0.10% | −1,324−8.6% | Reduced |
| Wolff Financial Management LLC | 14,189 | $646.0K | 0.56% | +14,189 | New |
| DuPont Capital Management Corp | 14,218 | $647.0K | 0.02% | −70,446−83.2% | Reduced |
| Delta Asset Management LLC | 14,291 | $651.0K | 0.06% | +45+0.3% | Added |
| Baker Tilly Wealth Management, LLC | 14,334 | $652.0K | 0.09% | −17−0.1% | Reduced |
| Red Door Wealth Management, LLC | 14,372 | $654.0K | 0.25% | −935−6.1% | Reduced |
| Vaughan & Co Securities, Inc. | 14,376 | $654.0K | 0.49% | 00.0% | Unchanged |
| Hendley & Co Inc | 14,368 | $654.0K | 0.23% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 14,408 | $656.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Bank | 14,448 | $658.0K | 0.08% | +438+3.1% | Added |
| Yacktman Asset Management LP | 14,500 | $660.0K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 14,529 | $661.0K | 0.03% | +1,736+13.6% | Added |
| Signature Wealth Management Partners, LLC | 14,629 | $666.0K | 0.60% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 14,687 | $669.0K | 0.16% | +406+2.8% | Added |
| KLCM Advisors, Inc. | 14,717 | $670.0K | 0.14% | +105+0.7% | Added |
| Bahl & Gaynor Inc | 14,740 | $671.0K | 0.00% | −2,700−15.5% | Reduced |
| Assenagon Asset Management S.A. | 14,745 | $671.0K | 0.00% | +14,745 | New |
| Brewin Dolphin Wealth Management Ltd | 14,755 | $671.6K | 0.08% | −600−3.9% | Reduced |
| Capital Asset Advisory Services LLC | 14,469 | $672.0K | 0.07% | +447+3.2% | Added |
| Avidian Wealth Solutions, LLC | 14,771 | $672.0K | 0.05% | +1,585+12.0% | Added |
| Kendall Capital Management | 14,830 | $675.0K | 0.36% | −170−1.1% | Reduced |
| Fundamentun, LLC | 14,830 | $675.0K | 0.12% | +1,624+12.3% | Added |
| Bangor Savings Bank | 14,836 | $676.0K | 0.07% | −312−2.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,860 | $676.0K | 0.22% | +205+1.4% | Added |
| Latitude Advisors, LLC | 14,892 | $678.0K | 0.22% | +7,854+111.6% | Added |
| Pettyjohn, Wood & White, Inc | 14,987 | $682.0K | 0.15% | +196+1.3% | Added |
| WBH Advisory Inc | 15,076 | $686.0K | 0.09% | −34−0.2% | Reduced |
| Gray Wealth Management Inc. | 15,071 | $686.0K | 0.38% | +1,290+9.4% | Added |
| Brighton Jones LLC | 15,185 | $691.0K | 0.04% | −23−0.2% | Reduced |
| Arden Trust Co | 15,200 | $692.0K | 0.12% | −2,779−15.5% | Reduced |
| Leisure Capital Management | 15,193 | $692.0K | 0.37% | +1,114+7.9% | Added |
| Madison Asset Management, LLC | 15,242 | $694.0K | 0.01% | +1,648+12.1% | Added |
| Old Point Trust & Financial Services N A | 15,271 | $695.0K | 0.31% | −350−2.2% | Reduced |
| Burney Co | 15,274 | $695.0K | 0.03% | −171−1.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 15,376 | $700.0K | 0.40% | +49+0.3% | Added |
| Beacon Financial Advisory LLC | 15,397 | $701.0K | 0.36% | +498+3.3% | Added |
| PBMares Wealth Management LLC | 15,415 | $702.0K | 0.33% | −3,684−19.3% | Reduced |
| Virtue Capital Management, LLC | 15,414 | $702.0K | 0.12% | +4,926+47.0% | Added |
| Principle Wealth Partners LLC | 15,433 | $703.0K | 0.08% | +580+3.9% | Added |
| Altium Wealth Management LLC | 15,481 | $705.0K | 0.05% | −2,114−12.0% | Reduced |
| Executive Wealth Group LLC | 15,547 | $707.7K | 0.43% | +281+1.8% | Added |