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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 133,213 | $6.06M | 0.03% | −830−0.6% | Reduced |
| Quinn Opportunity Partners LLC | 132,805 | $6.04M | 0.39% | +2,000+1.5% | Added |
| ICICI Prudential Asset Management Co Ltd | 132,639 | $6.04M | 1.02% | +15,777+13.5% | Added |
| Stephens Inc | 132,532 | $6.03M | 0.09% | −24,688−15.7% | Reduced |
| Mercer Global Advisors Inc | 132,252 | $6.02M | 0.04% | −22,552−14.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 131,449 | $5.98M | 0.14% | −4,317−3.2% | Reduced |
| Blueshift Asset Management, LLC | 130,777 | $5.95M | 0.33% | −52,307−28.6% | Reduced |
| Valley National Advisers Inc | 130,426 | $5.94M | 1.07% | +5,742+4.6% | Added |
| Regions Financial Corp | 129,752 | $5.91M | 0.05% | +1,048+0.8% | Added |
| Bard Financial Services, Inc. | 128,478 | $5.85M | 0.52% | +3,532+2.8% | Added |
| Cetera Investment Advisers | 128,176 | $5.83M | 0.09% | −3,437−2.6% | Reduced |
| Keating Investment Counselors Inc | 126,235 | $5.75M | 2.69% | +1,035+0.8% | Added |
| Wealthfront Advisers LLC | 125,540 | $5.71M | 0.03% | +14,047+12.6% | Added |
| Edmond de Rothschild Holding S.A. | 125,500 | $5.71M | 0.13% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 125,279 | $5.70M | 1.88% | −6,820−5.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 129,085 | $5.69M | 0.21% | +375+0.3% | Added |
| Capitolis Advisors LLC | 117,933 | $5.68M | 0.05% | −29,222−19.9% | Reduced |
| Holocene Advisors, LP | 123,542 | $5.62M | 0.03% | +65,295+112.1% | Added |
| HRT Financial LP | 122,158 | $5.56M | 0.03% | −298,322−70.9% | Reduced |
| 6 Meridian | 121,504 | $5.53M | 0.44% | −59,035−32.7% | Reduced |
| New Mexico Educational Retirement Board | 121,095 | $5.51M | 0.19% | −2,800−2.3% | Reduced |
| Rockefeller Capital Management L.P. | 121,088 | $5.51M | 0.03% | +6,872+6.0% | Added |
| AE Wealth Management LLC | 120,843 | $5.50M | 0.05% | +21,082+21.1% | Added |
| Beacon Financial Group | 111,966 | $5.46M | 0.75% | +852+0.8% | Added |
| Daiwa Securities Group Inc. | 119,576 | $5.44M | 0.04% | +1,213+1.0% | Added |
| Palladium Partners LLC | 118,081 | $5.38M | 0.24% | −4,531−3.7% | Reduced |
| Keystone Financial Planning, Inc. | 117,247 | $5.34M | 1.94% | +1,871+1.6% | Added |
| Point72 Europe (London) LLP | 117,157 | $5.33M | 3.10% | +117,157 | New |
| Motco | 116,965 | $5.32M | 0.35% | +5,675+5.1% | Added |
| Grassi Investment Management | 116,636 | $5.31M | 0.60% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 116,600 | $5.31M | 0.36% | +819+0.7% | Added |
| Louisiana State Employees Retirement System | 114,800 | $5.23M | 0.13% | −600−0.5% | Reduced |
| Sowell Financial Services LLC | 112,275 | $5.21M | 0.35% | −4,046−3.5% | Reduced |
| Bogart Wealth, LLC | 108,373 | $4.93M | 0.50% | +9,038+9.1% | Added |
| Lavaca Capital LLC | 108,280 | $4.93M | 2.48% | +837+0.8% | Added |
| Howe & Rusling Inc | 107,313 | $4.88M | 0.61% | +303+0.3% | Added |
| Kentucky Retirement Systems | 107,222 | $4.88M | 0.23% | −543−0.5% | Reduced |
| Heritage Investors Management Corp | 106,139 | $4.83M | 0.20% | −38,641−26.7% | Reduced |
| Bokf, NA | 105,402 | $4.80M | 0.08% | +105,402 | New |
| Banque Cantonale Vaudoise | 105,338 | $4.80M | 0.21% | −15,937−13.1% | Reduced |
| National Asset Management, Inc. | 104,903 | $4.79M | 0.15% | +4,492+4.5% | Added |
| Stokes Family Office, LLC | 104,868 | $4.77M | 0.66% | +1,092+1.1% | Added |
| CIBC World Markets Corp | 103,955 | $4.73M | 0.03% | −24,539−19.1% | Reduced |
| Ar Asset Management Inc | 103,326 | $4.70M | 1.32% | +4,150+4.2% | Added |
| LVM Capital Management Ltd | 102,929 | $4.68M | 0.71% | +1,410+1.4% | Added |
| Hennessy Advisors Inc | 102,900 | $4.68M | 0.28% | −1,600−1.5% | Reduced |
| MainStreet Investment Advisors LLC | 100,454 | $4.57M | 0.44% | −2,820−2.7% | Reduced |
| Hutner Capital Management Inc | 100,292 | $4.57M | 2.99% | +280.0% | Added |
| Old National Bancorp | 99,216 | $4.52M | 0.17% | +2,696+2.8% | Added |
| Kestra Private Wealth Services, LLC | 99,090 | $4.51M | 0.25% | +6,531+7.1% | Added |
| Insight Folios Inc | 98,779 | $4.50M | 2.47% | +8,438+9.3% | Added |
| Silvercrest Asset Management Group LLC | 97,805 | $4.45M | 0.03% | −4,933−4.8% | Reduced |
| CSS LLC | 97,700 | $4.45M | 0.24% | +82,700+551.3% | Added |
| Capital Group Private Client Services, Inc. | 95,215 | $4.33M | 0.05% | +95,215 | New |
| RMB Capital Management, LLC | 94,862 | $4.32M | 0.14% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 94,832 | $4.32M | 0.70% | −4,985−5.0% | Reduced |
| O'Shares Investment Advisers, LLC | 94,562 | $4.30M | 0.32% | +94,562 | New |
| Ingalls & Snyder LLC | 94,502 | $4.30M | 0.20% | −6,416−6.4% | Reduced |
| Principal Street Partners, LLC | 94,441 | $4.30M | 1.17% | −1,698−1.8% | Reduced |
| Quantitative Investment Management, LLC | 93,917 | $4.28M | 0.39% | −13,852−12.9% | Reduced |
| Vontobel Holding Ltd. | 93,729 | $4.27M | 0.04% | +26,294+39.0% | Added |
| Heritage Wealth Advisors | 93,480 | $4.26M | 0.26% | −157−0.2% | Reduced |
| Visionary Wealth Advisors | 93,292 | $4.25M | 0.44% | −61−0.1% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 92,887 | $4.23M | 1.50% | +2,401+2.7% | Added |
| Geneos Wealth Management Inc. | 91,795 | $4.21M | 0.16% | +1,795+2.0% | Added |
| Sage Capital Advisors,llc | 92,453 | $4.21M | 1.79% | +831+0.9% | Added |
| Walled Lake Planning & Wealth Management, LLC | 92,255 | $4.20M | 2.59% | +4,598+5.2% | Added |
| American Research & Management Co. | 91,380 | $4.16M | 0.96% | −739−0.8% | Reduced |
| F3Logic, LLC | 91,430 | $4.16M | 0.54% | +5,848+6.8% | Added |
| Baugh & Associates, LLC | 89,854 | $4.09M | 2.50% | +4,227+4.9% | Added |
| Park Avenue Securities LLC | 89,338 | $4.07M | 0.08% | +5,008+5.9% | Added |
| Snowden Capital Advisors LLC | 89,167 | $4.06M | 0.20% | +3,517+4.1% | Added |
| Bridges Investment Management Inc | 89,023 | $4.05M | 0.13% | −700−0.8% | Reduced |
| Pinnacle Financial Partners Inc | 88,676 | $4.04M | 0.14% | −6,331−6.7% | Reduced |
| Assetmark, Inc | 87,739 | $3.99M | 0.02% | +73,973+537.4% | Added |
| HAP Trading, LLC | 85,588 | $3.90M | 0.29% | −5,844−6.4% | Reduced |
| Gofen & Glossberg LLC | 84,927 | $3.87M | 0.09% | +1,175+1.4% | Added |
| Clark Estates Inc | 83,900 | $3.82M | 0.55% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 82,984 | $3.78M | 0.06% | −32,947−28.4% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 82,937 | $3.77M | 1.13% | +749+0.9% | Added |
| CFM Wealth Partners LLC | 82,854 | $3.77M | 0.95% | +710+0.9% | Added |
| Butensky & Cohen Financial Security, Inc | 82,468 | $3.75M | 1.49% | +6,725+8.9% | Added |
| Canal Capital Management, LLC | 82,318 | $3.75M | 1.07% | −337−0.4% | Reduced |
| Eastover Investment Advisors LLC | 81,993 | $3.73M | 2.43% | +2,661+3.4% | Added |
| Harbour Investments, Inc. | 81,669 | $3.72M | 0.12% | −1,881−2.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 81,093 | $3.69M | 0.06% | +3,976+5.2% | Added |
| Lowe Brockenbrough & Co Inc | 78,948 | $3.67M | 0.29% | −1,085−1.4% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 80,188 | $3.65M | 0.30% | −15,308−16.0% | Reduced |
| Venture Visionary Partners LLC | 81,615 | $3.65M | 0.26% | +2,074+2.6% | Added |
| Regentatlantic Capital LLC | 80,067 | $3.65M | 0.11% | +5,874+7.9% | Added |
| WBI Investments | 79,827 | $3.63M | 0.61% | +16,665+26.4% | Added |
| Tower Research Capital LLC (TRC) | 79,221 | $3.61M | 0.09% | +46,229+140.1% | Added |
| Nomura Holdings Inc | 76,423 | $3.58M | 0.03% | −8,990−10.5% | Reduced |
| Salem Investment Counselors Inc | 78,533 | $3.58M | 0.20% | +400+0.5% | Added |
| LVW Advisors, LLC | 78,366 | $3.57M | 0.62% | +2,233+2.9% | Added |
| Agf Investments Inc. | 78,216 | $3.56M | 0.03% | −11,537−12.9% | Reduced |
| Meitav Dash Investments Ltd | 74,872 | $3.55M | 0.06% | +55,172+280.1% | Added |
| Heritage Trust Co | 77,852 | $3.54M | 0.50% | −978−1.2% | Reduced |
| Scotia Capital Inc. | 77,689 | $3.54M | 0.03% | +8,805+12.8% | Added |
| Dean Investment Associates, LLC | 77,462 | $3.53M | 0.66% | +1,953+2.6% | Added |