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 |
|---|---|---|---|---|---|
| Dowling & Yahnke LLC | 7,865 | $358.0K | 0.02% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 7,833 | $357.0K | 0.05% | −666−7.8% | Reduced |
| Eqis Capital Management, Inc. | 7,814 | $356.0K | 0.03% | +955+13.9% | Added |
| Asset Management Corp | 7,813 | $356.0K | 0.22% | +2,937+60.2% | Added |
| Berman Capital Advisors, LLC | 7,821 | $355.0K | 0.06% | +1,109+16.5% | Added |
| Walleye Trading LLC | 7,787 | $354.0K | 0.01% | −20,550−72.5% | Reduced |
| Point72 Asset Management, L.P. | 7,769 | $354.0K | 0.00% | +7,769 | New |
| Peoples Financial Services Corp. | 7,747 | $353.0K | 0.15% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 7,753 | $353.0K | 0.10% | +800+11.5% | Added |
| ERn Financial, LLC | 7,736 | $352.0K | 0.09% | +7,736 | New |
| Farmers Trust Co | 7,622 | $350.0K | 0.08% | +580+8.2% | Added |
| Vantage Consulting Group Inc | 7,657 | $349.0K | 0.07% | −25−0.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 7,646 | $348.0K | 0.03% | −99−1.3% | Reduced |
| Summit Trail Advisors, LLC | 7,496 | $348.0K | 0.03% | +871+13.1% | Added |
| Newman Dignan & Sheerar, Inc. | 7,635 | $348.0K | 0.12% | +2,018+35.9% | Added |
| Marshall Wace, LLP | 7,626 | $347.0K | 0.00% | −50,417−86.9% | Reduced |
| Baxter Bros Inc | 7,618 | $347.0K | 0.06% | −4,533−37.3% | Reduced |
| First Business Financial Services, Inc. | 7,616 | $347.0K | 0.04% | −345−4.3% | Reduced |
| EPG Wealth Management LLC | 7,627 | $347.0K | 0.14% | +684+9.9% | Added |
| Icon Advisers Inc | 7,600 | $346.0K | 0.06% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 7,575 | $345.0K | 0.03% | −95−1.2% | Reduced |
| Minot Wealth Management LLC | 7,571 | $345.0K | 0.07% | +1,433+23.3% | Added |
| Wambolt & Associates, LLC | 7,504 | $344.0K | 0.14% | +25+0.3% | Added |
| Delta Investment Management, LLC | 7,550 | $344.0K | 0.11% | +600+8.6% | Added |
| Golden State Wealth Management, LLC | 7,540 | $343.0K | 0.07% | −711−8.6% | Reduced |
| FLC Capital Advisors | 7,526 | $343.0K | 0.10% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 7,527 | $343.0K | 0.14% | +1,354+21.9% | Added |
| Procyon Private Wealth Partners, LLC | 7,508 | $342.0K | 0.09% | +627+9.1% | Added |
| Atlas Private Wealth Management | 7,498 | $341.0K | 0.21% | +50+0.7% | Added |
| Dearborn Partners LLC | 7,445 | $339.0K | 0.01% | −6,800−47.7% | Reduced |
| Access Financial Services, Inc. | 7,439 | $339.0K | 0.15% | 00.0% | Unchanged |
| Carlson Capital Management | 7,451 | $339.0K | 0.04% | +239+3.3% | Added |
| City Holding Co | 7,458 | $339.0K | 0.06% | +386+5.5% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 7,413 | $337.0K | 0.10% | +44+0.6% | Added |
| Plancorp, LLC | 7,411 | $337.0K | 0.02% | +93+1.3% | Added |
| Moneta Group Investment Advisors LLC | 7,381 | $336.0K | 0.02% | −1,910−20.6% | Reduced |
| Ellis Investment Partners, LLC | 7,389 | $336.0K | 0.08% | −381−4.9% | Reduced |
| Rockbridge Investment Management, LCC | 7,387 | $336.0K | 0.06% | +759+11.5% | Added |
| DT Investment Partners, LLC | 7,336 | $334.0K | 0.04% | +7,336 | New |
| Castle Rock Wealth Management, LLC | 7,397 | $333.0K | 0.11% | −555−7.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 7,311 | $333.0K | 0.04% | 00.0% | Unchanged |
| King Wealth | 7,308 | $333.0K | 0.07% | +750+11.4% | Added |
| Aveo Capital Partners, LLC | 7,297 | $332.0K | 0.07% | +1,087+17.5% | Added |
| Calton & Associates, Inc. | 7,280 | $331.0K | 0.07% | −1,369−15.8% | Reduced |
| Infusive Asset Management Inc. | 7,280 | $331.0K | 0.07% | −160−2.2% | Reduced |
| Regent Investment Management LLC | 7,265 | $331.0K | 0.08% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 7,270 | $331.0K | 0.11% | +210+3.0% | Added |
| Ashton Thomas Private Wealth, LLC | 7,196 | $327.6K | 0.05% | −558−7.2% | Reduced |
| Greatmark Investment Partners, Inc. | 7,186 | $327.0K | 0.06% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 7,169 | $326.0K | 0.05% | +1,615+29.1% | Added |
| Strategic Financial Services, Inc, | 7,130 | $325.0K | 0.03% | −133−1.8% | Reduced |
| Regent Peak Wealth Advisors LLC | 7,146 | $325.0K | 0.09% | +52+0.7% | Added |
| SP Asset Management | 6,841 | $325.0K | 0.03% | +122+1.8% | Added |
| Tiedemann Advisors, LLC | 6,967 | $324.0K | 0.02% | −7,236−50.9% | Reduced |
| Cowa, LLC | 7,117 | $324.0K | 0.19% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 7,104 | $324.0K | 0.04% | −15−0.2% | Reduced |
| Arvest Bank Trust Division | 7,126 | $324.0K | 0.02% | +1,707+31.5% | Added |
| Avalon Investment & Advisory | 7,091 | $323.0K | 0.01% | −2,728−27.8% | Reduced |
| Bremer Bank National Association | 7,095 | $323.0K | 0.06% | −2,057−22.5% | Reduced |
| Institute for Wealth Management, LLC. | 7,081 | $322.0K | 0.06% | +56+0.8% | Added |
| JT Stratford LLC | 7,072 | $322.0K | 0.10% | +202+2.9% | Added |
| TCG Advisory Services, LLC | 7,074 | $322.0K | 0.08% | +315+4.7% | Added |
| Clarus Group, Inc. | 7,040 | $320.0K | 0.22% | −200−2.8% | Reduced |
| Coastline Trust Co | 7,025 | $320.0K | 0.04% | 00.0% | Unchanged |
| Condor Capital Management | 7,014 | $319.0K | 0.03% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 7,000 | $319.0K | 0.10% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 7,000 | $319.0K | 0.23% | +200+2.9% | Added |
| BCJ Capital Management, LLC | 7,014 | $319.0K | 0.03% | +580+9.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,987 | $318.0K | 0.01% | −24−0.3% | Reduced |
| Mirador Capital Partners LP | 6,983 | $318.0K | 0.07% | +59+0.9% | Added |
| TD Ameritrade Investment Management, LLC | 8,232 | $318.0K | 0.00% | +2,434+42.0% | Added |
| Oarsman Capital, Inc. | 6,970 | $317.0K | 0.13% | 00.0% | Unchanged |
| Rockland Trust Co | 6,955 | $317.0K | 0.02% | +343+5.2% | Added |
| Cardan Capital Partners, LLC | 6,944 | $316.0K | 0.04% | −102−1.4% | Reduced |
| Pacitti Group Inc. | 6,914 | $315.0K | 0.20% | −1,159−14.4% | Reduced |
| Connable Office Inc | 6,877 | $313.0K | 0.05% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 6,844 | $312.0K | 0.01% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 6,836 | $311.0K | 0.15% | +4+0.1% | Added |
| Smith Anglin Financial, LLC | 6,837 | $311.0K | 0.06% | +1,635+31.4% | Added |
| Element Wealth, LLC | 6,821 | $310.0K | 0.25% | +157+2.4% | Added |
| Tocqueville Asset Management L.P. | 6,798 | $309.0K | 0.00% | −3,088−31.2% | Reduced |
| Guyasuta Investment Advisors Inc | 6,798 | $309.0K | 0.02% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 6,779 | $309.0K | 0.15% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 6,746 | $307.0K | 0.05% | −805−10.7% | Reduced |
| BDO Wealth Advisors, LLC | 6,731 | $306.0K | 0.03% | −997−12.9% | Reduced |
| Callahan Advisors, LLC | 6,716 | $306.0K | 0.04% | −718−9.7% | Reduced |
| Acorn Wealth Advisors, LLC | 6,721 | $306.0K | 0.21% | +45+0.7% | Added |
| Souders Financial Advisors | 6,690 | $305.0K | 0.10% | 00.0% | Unchanged |
| Pflug Koory, LLC | 6,676 | $304.0K | 0.17% | +796+13.5% | Added |
| LeJeune Puetz Investment Counsel LLC | 6,636 | $302.0K | 0.11% | 00.0% | Unchanged |
| Terry L. Blaker | 6,619 | $302.0K | 0.02% | +410+6.6% | Added |
| Dixon Hubard Feinour & Brown Inc | 6,606 | $301.0K | 0.06% | −700−9.6% | Reduced |
| Pinnacle Bancorp, Inc. | 6,614 | $301.0K | 0.12% | −250−3.6% | Reduced |
| Tempus Wealth Planning, LLC | 6,615 | $301.0K | 0.17% | +220+3.4% | Added |
| Machina Capital S.A.S. | 6,620 | $301.0K | 0.65% | +6,620 | New |
| 1st Source Bank | 6,592 | $300.0K | 0.02% | −78−1.2% | Reduced |
| Patriot Investment Management Inc. | 6,595 | $300.0K | 0.03% | +234+3.7% | Added |
| Financial Architects, Inc | 6,579 | $299.0K | 0.04% | +46+0.7% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 6,541 | $298.0K | 0.07% | −175−2.6% | Reduced |
| Seizert Capital Partners, LLC | 6,528 | $297.0K | 0.01% | 00.0% | Unchanged |