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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 12,311 | $560.0K | 0.18% | −437−3.4% | 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 |
| Anchor Investment Management, LLC | 12,257 | $557.9K | 0.08% | −1,585−11.5% | Reduced |
| 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 |
| Merriman Wealth Management, LLC | 12,173 | $554.0K | 0.05% | +25+0.2% | Added |
| Sage Private Wealth Group, LLC | 12,101 | $551.0K | 0.76% | −293−2.4% | Reduced |
| 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 |
| 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 |
| 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 |
| Barings LLC | 11,994 | $546.0K | 0.01% | +11,994 | New |
| 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 |
| Parkside Financial Bank & Trust | 11,867 | $540.0K | 0.16% | +1,213+11.4% | Added |
| Larson Financial Group LLC | 11,834 | $539.0K | 0.11% | +11,212+1,802.6% | Added |
| B. Riley Wealth Management, Inc. | 11,802 | $537.0K | 0.04% | +775+7.0% | Added |
| Salvus Wealth Management, LLC | 11,741 | $534.0K | 0.44% | +665+6.0% | Added |
| Cito Capital Group, LLC | 11,476 | $533.0K | 0.25% | −5,000−30.3% | Reduced |
| Cozad Asset Management Inc | 11,681 | $532.0K | 0.08% | 00.0% | Unchanged |
| Capital City Trust Co | 11,650 | $531.0K | 0.16% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 11,628 | $529.0K | 0.03% | +70+0.6% | Added |
| Monarch Capital Management Inc | 11,563 | $526.0K | 0.15% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 11,533 | $525.0K | 0.12% | +1,000+9.5% | 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 |
| Old Second National Bank of Aurora | 11,460 | $522.0K | 0.14% | +10.0% | Added |
| Gladstone Institutional Advisory LLC | 11,369 | $518.0K | 0.05% | +1,680+17.3% | 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 |
| Cutter & CO Brokerage, Inc. | 11,239 | $512.0K | 0.12% | +182+1.6% | Added |
| McGinn Investment Management, Inc. | 11,150 | $508.0K | 0.37% | +11,150 | New |
| 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 |
| 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 |
| Gabelli Funds LLC | 11,000 | $501.0K | 0.00% | 00.0% | Unchanged |
| Summit Financial Group Inc | 10,965 | $499.0K | 0.18% | 00.0% | Unchanged |
| 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 |
| Waldron Private Wealth LLC | 10,716 | $497.0K | 0.03% | +826+8.4% | Added |
| CenterStar Asset Management, LLC | – | $495.0K | 0.39% | – | – |
| 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 |
| TFC Financial Management | 10,800 | $492.0K | 0.16% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 10,072 | $490.9K | 0.01% | +559+5.9% | 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 |
| Jefferies Group LLC | 10,728 | $488.3K | 0.01% | +9,572+828.0% | Added |
| 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 |
| 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 |
| Parcion Private Wealth LLC | 9,967 | $485.0K | 0.04% | −1,701−14.6% | Reduced |
| Fishman Jay A Ltd | 10,635 | $484.1K | 0.06% | 00.0% | Unchanged |
| 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 |
| 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 |
| Equitable Trust Co | 10,457 | $476.0K | 0.03% | −10.0% | Reduced |
| Doyle Wealth Management | 10,385 | $473.0K | 0.04% | +673+6.9% | Added |
| Laidlaw Wealth Management LLC | 10,369 | $472.0K | 0.12% | +2,344+29.2% | Added |
| Foundations Investment Advisors, LLC | 10,156 | $469.0K | 0.02% | +960+10.4% | 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 |
| 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 |
| Newbridge Financial Services Group, Inc. | 10,181 | $463.0K | 0.29% | +339+3.4% | Added |
| 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 |
| SFMG, LLC | 10,087 | $459.0K | 0.05% | −215−2.1% | Reduced |
| 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 |
| Edge Capital Group, LLC | 10,050 | $457.0K | 0.04% | +23+0.2% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Hancock Whitney Corp | 9,889 | $451.0K | 0.02% | −3,349−25.3% | Reduced |
| 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 |
| 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 |