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 |
|---|---|---|---|---|---|
| Guardian Investment Management | 15,275 | $728.0K | 0.54% | 00.0% | Unchanged |
| Thomasville National Bank | 15,954 | $726.0K | 0.08% | −4,597−22.4% | Reduced |
| Columbia Asset Management | 15,905 | $724.0K | 0.16% | +450+2.9% | Added |
| Exencial Wealth Advisors, LLC | 15,877 | $723.0K | 0.03% | −4,642−22.6% | Reduced |
| Jump Financial, LLC | 15,877 | $723.0K | 0.05% | +7,227+83.5% | Added |
| Comerica Securities,inc. | 15,466 | $718.0K | 0.05% | +2,739+21.5% | Added |
| Capital Investment Advisory Services, LLC | 15,628 | $711.0K | 0.09% | −528−3.3% | Reduced |
| Gulf International Bank (UK) Ltd | 15,593 | $709.0K | 0.01% | −4,120−20.9% | Reduced |
| Harbor Financial Services, LLC | 15,572 | $709.0K | 0.31% | +4,691+43.1% | Added |
| Executive Wealth Group LLC | 15,547 | $707.7K | 0.43% | +281+1.8% | Added |
| Altium Wealth Management LLC | 15,481 | $705.0K | 0.05% | −2,114−12.0% | Reduced |
| Principle Wealth Partners LLC | 15,433 | $703.0K | 0.08% | +580+3.9% | 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 |
| Beacon Financial Advisory LLC | 15,397 | $701.0K | 0.36% | +498+3.3% | Added |
| Carmichael Hill & Associates, Inc. | 15,376 | $700.0K | 0.40% | +49+0.3% | 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 |
| Madison Asset Management, LLC | 15,242 | $694.0K | 0.01% | +1,648+12.1% | Added |
| 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 |
| Brighton Jones LLC | 15,185 | $691.0K | 0.04% | −23−0.2% | Reduced |
| 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 |
| Pettyjohn, Wood & White, Inc | 14,987 | $682.0K | 0.15% | +196+1.3% | Added |
| Latitude Advisors, LLC | 14,892 | $678.0K | 0.22% | +7,854+111.6% | 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 |
| 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 |
| 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 |
| Brewin Dolphin Wealth Management Ltd | 14,755 | $671.6K | 0.08% | −600−3.9% | Reduced |
| 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 |
| KLCM Advisors, Inc. | 14,717 | $670.0K | 0.14% | +105+0.7% | Added |
| Dorchester Wealth Management Co | 14,687 | $669.0K | 0.16% | +406+2.8% | Added |
| Signature Wealth Management Partners, LLC | 14,629 | $666.0K | 0.60% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 14,529 | $661.0K | 0.03% | +1,736+13.6% | Added |
| Yacktman Asset Management LP | 14,500 | $660.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Bank | 14,448 | $658.0K | 0.08% | +438+3.1% | Added |
| Atwood & Palmer Inc | 14,408 | $656.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Baker Tilly Wealth Management, LLC | 14,334 | $652.0K | 0.09% | −17−0.1% | Reduced |
| Delta Asset Management LLC | 14,291 | $651.0K | 0.06% | +45+0.3% | Added |
| DuPont Capital Management Corp | 14,218 | $647.0K | 0.02% | −70,446−83.2% | Reduced |
| Wolff Financial Management LLC | 14,189 | $646.0K | 0.56% | +14,189 | New |
| Van Cleef Asset Management,Inc | 14,152 | $644.0K | 0.10% | −1,324−8.6% | 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 |
| TRUE Private Wealth Advisors | 13,788 | $640.0K | 0.09% | −107−0.8% | 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 |
| American National Registered Investment Advisor, Inc. | 13,986 | $637.0K | 0.23% | −39−0.3% | Reduced |
| Arete Wealth Advisors, LLC | 13,955 | $636.0K | 0.07% | −1,091−7.3% | Reduced |
| Independent Wealth Network Inc. | 14,034 | $631.0K | 0.41% | +14,034 | New |
| Landsberg, Bennett, & Dubbaneh LLC | 13,684 | $628.0K | 0.08% | −675−4.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 13,742 | $626.0K | 0.11% | +3,107+29.2% | 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 |
| Sonora Investment Management, LLC | 13,661 | $622.0K | 0.08% | +3,442+33.7% | Added |
| Tradition Wealth Management, LLC | 13,640 | $621.0K | 0.09% | −408−2.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 13,612 | $620.0K | 0.14% | −133−1.0% | Reduced |
| Marco Investment Management LLC | 13,580 | $618.0K | 0.07% | +108+0.8% | Added |
| Truehand, Inc | 13,503 | $615.0K | 0.36% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 13,478 | $613.0K | 0.31% | +2,342+21.0% | Added |
| Duncker Streett & Co Inc | 13,366 | $608.0K | 0.12% | +75+0.6% | Added |
| Invst, LLC | 13,327 | $607.0K | 0.10% | +341+2.6% | Added |
| Endurance Wealth Management, Inc. | 13,300 | $606.0K | 0.07% | 00.0% | Unchanged |
| Pendal Group Limited | 13,278 | $604.0K | 0.00% | −64,163−82.9% | Reduced |
| 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 |
| Neville Rodie & Shaw Inc | 13,225 | $602.0K | 0.05% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 13,108 | $597.0K | 0.22% | −50−0.4% | Reduced |
| Meridian Wealth Management, LLC | 13,094 | $596.0K | 0.07% | +5,151+64.8% | Added |
| Wealth Alliance Advisory Group, LLC | 13,054 | $594.0K | 0.29% | +646+5.2% | Added |
| Chicago Capital, LLC | 13,025 | $593.0K | 0.02% | 00.0% | Unchanged |
| Canandaigua National Corp | 12,980 | $591.0K | 0.10% | +865+7.1% | Added |
| Montag A & Associates Inc | 12,805 | $583.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 12,535 | $581.9K | 0.01% | −360−2.8% | Reduced |
| 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 |
| 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 |
| 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 |
| TCW Group Inc | 12,670 | $577.0K | 0.01% | −3,100−19.7% | Reduced |
| Patten & Patten Inc | 12,625 | $575.0K | 0.04% | +2,032+19.2% | 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 |
| Mattern Wealth Management LLC | 12,576 | $572.0K | 0.19% | +200+1.6% | Added |
| Bartlett & Co. LLC | 12,535 | $571.0K | 0.01% | −360−2.8% | Reduced |
| Intellectus Partners, LLC | 12,266 | $569.0K | 0.14% | −583−4.5% | Reduced |
| Capital Analysts, LLC | 12,452 | $567.0K | 0.04% | +1,361+12.3% | Added |
| Trust Co of Oklahoma | 12,445 | $566.5K | 0.20% | −784−5.9% | Reduced |
| Conning Inc. | 12,432 | $566.0K | 0.02% | −2,130−14.6% | Reduced |