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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 52,009 | $2.37M | 0.12% | −900−1.7% | Reduced |
| Quantedge Capital Pte Ltd | 52,000 | $2.37M | 1.15% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 51,993 | $2.37M | 0.43% | +75+0.1% | Added |
| HM Payson & Co | 51,721 | $2.35M | 0.06% | −725−1.4% | Reduced |
| Cohen Klingenstein LLC | 51,605 | $2.35M | 0.10% | 00.0% | Unchanged |
| Financial Partners Capital Management LLC | 51,095 | $2.33M | 0.42% | −6,530−11.3% | Reduced |
| Alaska Permanent Fund Corp | 51,000 | $2.32M | 0.05% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 51,020 | $2.32M | 0.29% | +59+0.1% | Added |
| Claybrook Capital, LLC | 50,870 | $2.32M | 1.17% | +41,703+454.9% | Added |
| Twin Tree Management, LP | 50,429 | $2.30M | 0.07% | −119,780−70.4% | Reduced |
| PEAK6 Investments LLC | 49,913 | $2.27M | 0.05% | +35,499+246.3% | Added |
| RSM US Wealth Management LLC | 49,852 | $2.27M | 0.12% | +10.0% | Added |
| North Star Asset Management Inc | 49,723 | $2.26M | 0.12% | +1,443+3.0% | Added |
| Spreng Capital Management, Inc. | 48,531 | $2.23M | 1.43% | −217−0.4% | Reduced |
| TD Private Client Wealth LLC | 48,738 | $2.22M | 0.09% | −612−1.2% | Reduced |
| Corient Capital Partners, LLC | 48,717 | $2.22M | 0.16% | +2,997+6.6% | Added |
| Wright Investors Service Inc | 48,572 | $2.21M | 0.63% | −17,143−26.1% | Reduced |
| X-Square Capital, LLC | 48,381 | $2.21M | 1.14% | −1,624−3.2% | Reduced |
| Clear Street Markets LLC | 48,300 | $2.20M | 0.48% | +16,352+51.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 47,970 | $2.18M | 0.01% | +12,987+37.1% | Added |
| Los Angeles Capital Management LLC | 47,952 | $2.18M | 0.01% | −466,331−90.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 47,924 | $2.18M | 0.23% | −243−0.5% | Reduced |
| Independent Advisor Alliance | 47,684 | $2.17M | 0.12% | +1,170+2.5% | Added |
| South State Corp. | 47,180 | $2.15M | 0.18% | −1,670−3.4% | Reduced |
| Duality Advisers, LP | 47,093 | $2.14M | 0.16% | −113,676−70.7% | Reduced |
| Hartford Financial Management Inc. | 46,904 | $2.13M | 0.54% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 46,649 | $2.12M | 0.28% | −95−0.2% | Reduced |
| EFG Asset Management (Americas) Corp. | 46,523 | $2.12M | 0.38% | +1,317+2.9% | Added |
| Hayek Kallen Investment Management | 46,012 | $2.09M | 0.95% | −502−1.1% | Reduced |
| CMG Global Holdings, LLC | 45,977 | $2.09M | 1.56% | −7,180−13.5% | Reduced |
| Wedbush Securities Inc | 45,691 | $2.08M | 0.10% | +572+1.3% | Added |
| Compagnie Lombard Odier SCmA | 45,660 | $2.08M | 0.04% | 00.0% | Unchanged |
| NBT Bank N A | 45,351 | $2.06M | 0.29% | −292−0.6% | Reduced |
| Brightworth | 45,102 | $2.05M | 0.19% | +3,232+7.7% | Added |
| J.W. Cole Advisors, Inc. | 44,973 | $2.05M | 0.15% | +724+1.6% | Added |
| Tufton Capital Management | 44,960 | $2.05M | 0.35% | +30+0.1% | Added |
| Affinity Investment Advisors, LLC | 44,658 | $2.03M | 0.91% | +324+0.7% | Added |
| Founders Financial Alliance, LLC | 44,674 | $2.03M | 0.95% | +1,347+3.1% | Added |
| Spire Wealth Management | 44,448 | $2.02M | 0.05% | +7,368+19.9% | Added |
| Frontier Wealth Management LLC | 44,342 | $2.02M | 0.14% | −3,690−7.7% | Reduced |
| Bowling Portfolio Management LLC | 44,288 | $2.02M | 0.45% | +47+0.1% | Added |
| Trust Co of Vermont | 44,005 | $2.00M | 0.14% | +479+1.1% | Added |
| Quilter Plc | 43,964 | $2.00M | 0.06% | −5,734−11.5% | Reduced |
| Focus Financial Network, Inc. | 43,057 | $2.00M | 0.27% | −213−0.5% | Reduced |
| FineMark National Bank & Trust | 42,960 | $1.96M | 0.08% | −24−0.1% | Reduced |
| Ellenbecker Investment Group | 42,859 | $1.95M | 0.61% | −30−0.1% | Reduced |
| Doliver Advisors, LP | 42,694 | $1.94M | 0.65% | +1,128+2.7% | Added |
| Leonteq Securities AG | 42,382 | $1.93M | 0.10% | +8,158+23.8% | Added |
| Laurel Wealth Advisors, Inc. | 42,365 | $1.93M | 0.35% | −1,546−3.5% | Reduced |
| Roosevelt Investment Group LLC | 42,294 | $1.93M | 0.12% | −722−1.7% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 41,815 | $1.91M | 0.00% | −28,914−40.9% | Reduced |
| IMC-Chicago, LLC | 41,833 | $1.90M | 0.16% | +41,833 | New |
| Pitcairn Co | 41,746 | $1.90M | 0.13% | −15,122−26.6% | Reduced |
| Loudon Investment Management, LLC | 41,513 | $1.89M | 1.34% | +17,000+69.4% | Added |
| CX Institutional | 41,527 | $1.89M | 0.15% | +34,308+475.2% | Added |
| OmniStar Financial Group, Inc. | 40,890 | $1.86M | 2.20% | +40,890 | New |
| Horizon Kinetics Asset Management LLC | 40,764 | $1.86M | 0.04% | −1,450−3.4% | Reduced |
| Value Partners Investments Inc. | 41,000 | $1.86M | 0.16% | 00.0% | Unchanged |
| Fma Advisory Inc | 40,700 | $1.85M | 0.69% | −765−1.8% | Reduced |
| Leelyn Smith, LLC | 40,690 | $1.85M | 0.54% | +745+1.9% | Added |
| Investors Asset Management of Georgia Inc | 40,612 | $1.85M | 0.96% | −417−1.0% | Reduced |
| YorkBridge Wealth Partners, LLC | 40,593 | $1.85M | 0.47% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 40,293 | $1.83M | 0.00% | +2,125+5.6% | Added |
| JB Capital LLC | 40,266 | $1.83M | 0.24% | +40,266 | New |
| Means Investment Co., Inc. | 40,161 | $1.83M | 0.36% | −1,089−2.6% | Reduced |
| Hohimer Wealth Management, LLC | 40,004 | $1.82M | 0.38% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 36,901 | $1.81M | 0.00% | +19,911+117.2% | Added |
| Truvestments Capital LLC | 39,653 | $1.80M | 1.00% | +1,536+4.0% | Added |
| Soltis Investment Advisors LLC | 39,509 | $1.80M | 0.28% | +1,644+4.3% | Added |
| Acadian Asset Management LLC | 39,421 | $1.79M | 0.01% | +1,516+4.0% | Added |
| Aviance Capital Partners, LLC | 39,370 | $1.79M | 0.32% | +1,872+5.0% | Added |
| Berkshire Asset Management LLC | 39,194 | $1.78M | 0.12% | +918+2.4% | Added |
| BBR Partners, LLC | 38,973 | $1.77M | 0.15% | −100.0% | Reduced |
| HawsGoodwin Investment Management LLC | 38,887 | $1.77M | 0.54% | +53+0.1% | Added |
| Argent Trust Co | 38,854 | $1.77M | 0.11% | +1,489+4.0% | Added |
| Bollard Group LLC | 38,560 | $1.75M | 0.06% | +402+1.1% | Added |
| First Heartland Consultants, Inc. | 38,496 | $1.75M | 0.27% | +7,125+22.7% | Added |
| Howard Capital Management Group, LLC | 38,427 | $1.75M | 0.16% | 00.0% | Unchanged |
| Caldwell Trust Co | 38,399 | $1.75M | 0.22% | −3,485−8.3% | Reduced |
| Kavar Capital Partners Group, LLC | 38,304 | $1.74M | 0.40% | −1,542−3.9% | Reduced |
| Lee Danner & Bass Inc | 38,151 | $1.74M | 0.16% | −300−0.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 37,962 | $1.73M | 0.07% | −10,861−22.2% | Reduced |
| Financial Counselors Inc | 37,703 | $1.72M | 0.04% | −1,419−3.6% | Reduced |
| Davy Global Fund Management Ltd | 37,642 | $1.71M | 0.26% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 37,274 | $1.70M | 0.13% | +2,716+7.9% | Added |
| Koshinski Asset Management, Inc. | 37,241 | $1.70M | 0.15% | +6,946+22.9% | Added |
| Cordasco Financial Network | 37,235 | $1.70M | 1.16% | +158+0.4% | Added |
| Northeast Financial Consultants Inc | 36,546 | $1.66M | 0.11% | +1,700+4.9% | Added |
| Private Trust Co NA | 36,204 | $1.65M | 0.24% | +1,296+3.7% | Added |
| Man Group plc | 36,162 | $1.65M | 0.01% | −203,061−84.9% | Reduced |
| Siemens Fonds Invest GmbH | 36,112 | $1.64M | 0.11% | +2,764+8.3% | Added |
| Paloma Partners Management Co | 36,055 | $1.64M | 0.07% | −17,809−33.1% | Reduced |
| Simmons Bank | 36,023 | $1.64M | 0.12% | +1,609+4.7% | Added |
| PFG Advisors | 35,956 | $1.64M | 0.19% | −1,603−4.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 35,732 | $1.63M | 0.34% | −1,968−5.2% | Reduced |
| Green Square Capital Advisors LLC | 35,695 | $1.63M | 0.37% | +3,108+9.5% | Added |
| Integrated Wealth Concepts LLC | 35,633 | $1.62M | 0.05% | +77+0.2% | Added |
| Essex Financial Services, Inc. | 35,562 | $1.62M | 0.19% | +1,474+4.3% | Added |
| Valeo Financial Advisors, LLC | 35,326 | $1.61M | 0.09% | +1,769+5.3% | Added |
| Convergence Investment Partners, LLC | 35,272 | $1.61M | 0.86% | −13,980−28.4% | Reduced |