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 |
|---|---|---|---|---|---|
| Regal Investment Advisors LLC | 77,370 | $3.52M | 0.34% | +14,060+22.2% | Added |
| V2 Financial group LLC | 76,750 | $3.49M | 3.01% | −3,588−4.5% | Reduced |
| American Portfolios Advisors | 76,605 | $3.49M | 0.13% | +5,777+8.2% | Added |
| Sepio Capital, LP | 76,119 | $3.46M | 0.29% | +3,244+4.5% | Added |
| Kingsview Wealth Management, LLC | 76,044 | $3.46M | 0.16% | −34,527−31.2% | Reduced |
| Murphy Capital Management Inc | 75,539 | $3.44M | 0.40% | −3,361−4.3% | Reduced |
| Avantax Advisory Services, Inc. | 75,236 | $3.43M | 0.06% | +11,819+18.6% | Added |
| Sciencast Management LP | 72,750 | $3.41M | 0.97% | +40,453+125.3% | Added |
| KWMG, LLC | 74,799 | $3.40M | 0.50% | +4,376+6.2% | Added |
| Peapack Gladstone Financial Corp | 74,811 | $3.40M | 0.07% | +14,629+24.3% | Added |
| Mutual Advisors, LLC | 74,488 | $3.39M | 0.20% | +1,969+2.7% | Added |
| Hantz Financial Services, Inc. | 74,489 | $3.39M | 0.11% | +9,959+15.4% | Added |
| Annex Advisory Services, LLC | 73,599 | $3.35M | 0.27% | +1,876+2.6% | Added |
| NorthCoast Asset Management LLC | 73,557 | $3.35M | 0.12% | −4,049−5.2% | Reduced |
| Citizens National Bank Trust Department | 73,487 | $3.35M | 0.95% | −975−1.3% | Reduced |
| Glenview Trust Co | 73,427 | $3.34M | 0.13% | −331−0.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 73,289 | $3.34M | 0.01% | +3,270+4.7% | Added |
| Fernwood Investment Management, LLC | 73,198 | $3.33M | 1.14% | +78+0.1% | Added |
| Meyer Handelman Co | 72,682 | $3.31M | 0.14% | 00.0% | Unchanged |
| Haverford Trust Co | 72,545 | $3.30M | 0.04% | +8,576+13.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 72,467 | $3.30M | 0.32% | +1,048+1.5% | Added |
| Capula Management Ltd | 72,311 | $3.29M | 0.25% | +72,311 | New |
| Marcum Wealth, LLC | 72,261 | $3.29M | 0.52% | −1,044−1.4% | Reduced |
| Edmp, Inc. | 70,693 | $3.29M | 3.48% | +2,942+4.3% | Added |
| Shilanski & Associates, Inc. | 72,034 | $3.28M | 1.53% | +3,139+4.6% | Added |
| MUFG Americas Holdings Corp | 71,529 | $3.26M | 0.06% | −2,634−3.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 70,591 | $3.21M | 0.05% | +469+0.7% | Added |
| Concorde Asset Management, LLC | 69,562 | $3.17M | 1.83% | −18,312−20.8% | Reduced |
| Community Bank & Trust, Waco, Texas | 69,500 | $3.16M | 1.03% | +384+0.6% | Added |
| Stony Point Wealth Management Inc. | 69,473 | $3.16M | 1.90% | +17,457+33.6% | Added |
| Oxbow Advisors, LLC | 69,430 | $3.16M | 0.32% | +5,479+8.6% | Added |
| Poehling Capital Management, LLC | 69,336 | $3.16M | 1.07% | −1,454−2.1% | Reduced |
| Texas Yale Capital Corp. | 68,742 | $3.13M | 0.18% | +3,166+4.8% | Added |
| Cornercap Investment Counsel Inc | 67,906 | $3.09M | 0.35% | −1,897−2.7% | Reduced |
| Hollencrest Capital Management | 67,759 | $3.08M | 0.28% | +1,167+1.8% | Added |
| Arnhold LLC | 67,695 | $3.08M | 0.36% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 67,610 | $3.08M | 0.22% | −56,315−45.4% | Reduced |
| Formidable Asset Management, LLC | 67,517 | $3.07M | 0.58% | +1,908+2.9% | Added |
| Waters Parkerson & Co., LLC | 67,436 | $3.07M | 0.18% | −3,000−4.3% | Reduced |
| Equitable Holdings, Inc. | 66,860 | $3.04M | 0.05% | +542+0.8% | Added |
| Associated Banc-Corp | 66,458 | $3.02M | 0.12% | −60−0.1% | Reduced |
| Bridgewater Associates, LP | 66,271 | $3.02M | 0.02% | +66,271 | New |
| Raymond James Trust N.A. | 65,340 | $2.97M | 0.10% | −3,544−5.1% | Reduced |
| Park Circle Co | 64,750 | $2.95M | 2.43% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 64,530 | $2.94M | 0.13% | +9,844+18.0% | Added |
| Verus Financial Partners, Inc. | 61,002 | $2.94M | 0.44% | −212−0.3% | Reduced |
| Bryn Mawr Trust Co | 64,393 | $2.93M | 0.11% | +577+0.9% | Added |
| Cerity Partners LLC | 64,269 | $2.93M | 0.06% | +18,831+41.4% | Added |
| Whittier Trust Co of Nevada Inc | 64,271 | $2.92M | 0.12% | +1,635+2.6% | Added |
| Trexquant Investment LP | 64,060 | $2.92M | 0.23% | +64,060 | New |
| Veritable, L.P. | 63,593 | $2.90M | 0.05% | +16,054+33.8% | Added |
| Winning Points Advisors, LLC | 63,188 | $2.88M | 2.17% | +2,072+3.4% | Added |
| Trust Co of Virginia | 62,933 | $2.87M | 0.32% | −2,105−3.2% | Reduced |
| Cresset Asset Management, LLC | 61,675 | $2.86M | 0.04% | +74+0.1% | Added |
| Pinnacle Associates Ltd | 62,748 | $2.86M | 0.05% | −1,591−2.5% | Reduced |
| Capital Square, LLC | 62,119 | $2.85M | 2.02% | +800+1.3% | Added |
| Virtu Financial LLC | 62,340 | $2.84M | 0.25% | +57,866+1,293.4% | Added |
| Meritage Portfolio Management | 62,081 | $2.83M | 0.17% | −697−1.1% | Reduced |
| Aureus Asset Management, LLC | 61,713 | $2.81M | 0.18% | +580+0.9% | Added |
| Ancora Advisors, LLC | 61,592 | $2.80M | 0.07% | +35,508+136.1% | Added |
| FDx Advisors, Inc. | 61,202 | $2.79M | 0.09% | +1,654+2.8% | Added |
| GWM Advisors LLC | 61,125 | $2.78M | 0.07% | +6,605+12.1% | Added |
| Third Security, LLC | 61,000 | $2.78M | 0.54% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 60,492 | $2.75M | 0.27% | −882−1.4% | Reduced |
| Capital International Sarl | 60,183 | $2.74M | 0.24% | +8,098+15.5% | Added |
| Hilltop Holdings Inc. | 60,116 | $2.74M | 0.30% | +6,480+12.1% | Added |
| Pensionfund Sabic | 60,000 | $2.73M | 0.58% | 00.0% | Unchanged |
| Bessemer Group Inc | 59,711 | $2.72M | 0.01% | −258−0.4% | Reduced |
| Deltec Asset Management LLC | 59,487 | $2.71M | 0.41% | 00.0% | Unchanged |
| Centiva Capital, LP | 58,812 | $2.68M | 0.22% | +35,765+155.2% | Added |
| Toroso Investments, LLC | 57,346 | $2.67M | 0.10% | +27,597+92.8% | Added |
| Merit Financial Group, LLC | 58,618 | $2.67M | 0.28% | −1,427−2.4% | Reduced |
| Avantax Planning Partners, Inc. | 58,563 | $2.67M | 0.12% | −193−0.3% | Reduced |
| SeaCrest Wealth Management, LLC | 58,504 | $2.66M | 0.32% | −7,497−11.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 58,417 | $2.66M | 0.19% | −3,257−5.3% | Reduced |
| Brookstone Capital Management | 55,426 | $2.66M | 0.05% | +3,083+5.9% | Added |
| First National Trust Co | 57,901 | $2.64M | 0.16% | −280−0.5% | Reduced |
| Beacon Pointe Advisors, LLC | 57,795 | $2.63M | 0.06% | −7,111−11.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 57,088 | $2.60M | 0.03% | +945+1.7% | Added |
| Cigna Investments Inc | 56,640 | $2.58M | 0.19% | −1,130−2.0% | Reduced |
| Cornerstone Wealth Group, LLC | 56,443 | $2.57M | 0.45% | +2,205+4.1% | Added |
| Stratos Wealth Partners, LTD. | 55,968 | $2.55M | 0.06% | +752+1.4% | Added |
| Roundview Capital LLC | 55,936 | $2.55M | 0.28% | +4,030+7.8% | Added |
| Edgar Lomax Co | 55,640 | $2.53M | 0.16% | −1,000−1.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 55,348 | $2.52M | 0.36% | −874−1.6% | Reduced |
| Johnson Investment Counsel Inc | 54,213 | $2.52M | 0.03% | −3,931−6.8% | Reduced |
| Parthenon LLC | 55,295 | $2.52M | 0.38% | −3,519−6.0% | Reduced |
| Lincoln National Corp | 55,244 | $2.52M | 0.06% | −3,939−6.7% | Reduced |
| Dynamic Advisor Solutions LLC | 55,114 | $2.51M | 0.19% | +9,028+19.6% | Added |
| Seeyond | 54,789 | $2.49M | 0.24% | −555−1.0% | Reduced |
| HBK Sorce Advisory LLC | 54,077 | $2.46M | 0.14% | +3,647+7.2% | Added |
| Greylin Investment Mangement Inc | 53,530 | $2.44M | 0.50% | +7,491+16.3% | Added |
| People's United Financial, Inc. | 53,526 | $2.44M | 0.05% | −1,113−2.0% | Reduced |
| Advisor Partners LLC | 53,443 | $2.43M | 0.16% | −1,764−3.2% | Reduced |
| Kinloch Capital, LLC | 53,139 | $2.42M | 1.71% | +3,353+6.7% | Added |
| Clearstead Advisors, LLC | 53,046 | $2.42M | 0.18% | +34,497+186.0% | Added |
| Allworth Financial LP | 52,756 | $2.40M | 0.04% | +4,459+9.2% | Added |
| Cypress Capital Group | 52,423 | $2.39M | 0.32% | +307+0.6% | Added |
| IBM Retirement Fund | 52,332 | $2.38M | 0.19% | +132+0.3% | Added |
| Mid Atlantic Financial Management Inc | 52,224 | $2.38M | 0.16% | −1,171−2.2% | Reduced |