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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| 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 |
| Fiduciary Group LLC | 9,230 | $444.0K | 0.05% | −316−3.3% | 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 |
| Northstar Group, Inc. | 9,684 | $441.0K | 0.11% | −29−0.3% | Reduced |
| 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 |
| Pinnacle Family Advisors, LLC | 9,633 | $438.0K | 0.20% | +234+2.5% | 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 |
| Aptus Capital Advisors, LLC | 9,326 | $433.0K | 0.02% | +311+3.4% | Added |
| 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 |
| Kovitz Investment Group Partners, LLC | 9,453 | $430.0K | 0.01% | −2,238−19.1% | Reduced |
| 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 |
| 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 |
| Quadrant Capital Group LLC | 9,336 | $425.0K | 0.06% | +978+11.7% | Added |
| 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 |
| Lakeview Capital Partners, LLC | 9,272 | $422.0K | 0.19% | −2,302−19.9% | Reduced |
| 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 |
| Front Barnett Associates LLC | 9,236 | $420.0K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 9,173 | $418.0K | 0.01% | −314−3.3% | Reduced |
| Allen Capital Group, LLC | 9,166 | $417.0K | 0.09% | +70+0.8% | Added |
| Baldwin Brothers Inc | 9,100 | $414.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 9,026 | $411.0K | 0.09% | +269+3.1% | 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 |
| 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 |
| Wealth Dimensions Group, Ltd. | 8,899 | $405.0K | 0.26% | 00.0% | Unchanged |
| 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 |
| Jones Financial Companies LLLP | 8,826 | $402.0K | 0.00% | +924+11.7% | Added |
| 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 |
| 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 |
| Sound Income Strategies, LLC | 8,741 | $398.0K | 0.05% | +33+0.4% | Added |
| Summit Financial Wealth Advisors, LLC | 8,732 | $397.0K | 0.09% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 8,696 | $396.0K | 0.09% | −307−3.4% | Reduced |
| 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 |
| 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 |
| 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 |
| Empowered Funds, LLC | 8,613 | $392.0K | 0.05% | −77,096−90.0% | Reduced |
| 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 |
| 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 |
| 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 |
| Flputnam Investment Management Co | 8,459 | $385.0K | 0.01% | +218+2.6% | 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 |
| 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 |
| 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 |
| 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 |
| Trustcore Financial Services, LLC | 8,331 | $379.0K | 0.04% | +140+1.7% | Added |
| Verition Fund Management LLC | 8,305 | $378.0K | 0.01% | +8,305 | New |
| Summit Financial, LLC | 8,089 | $375.5K | 0.03% | +8,089 | New |
| 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 |
| Continuum Advisory, LLC | 8,202 | $373.0K | 0.10% | +325+4.1% | 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 |
| Financial Perspectives, Inc | 8,133 | $370.2K | 0.19% | +20.0% | Added |
| Schmidt P J Investment Management Inc | 7,641 | $368.0K | 0.07% | +100+1.3% | Added |
| Woodard & Co Asset Management Group Inc | 8,035 | $366.0K | 0.23% | 00.0% | Unchanged |
| PDS Planning, Inc | 8,017 | $365.0K | 0.08% | +910+12.8% | Added |
| 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 |
| Transform Wealth, LLC | 7,971 | $363.0K | 0.04% | −1,239−13.5% | Reduced |
| 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 |
| Schnieders Capital Management LLC | 7,887 | $359.0K | 0.10% | +18+0.2% | Added |