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 |
|---|---|---|---|---|---|
| First City Capital Management, Inc. | 35,214 | $1.60M | 0.90% | +926+2.7% | Added |
| Buckingham Strategic Wealth, LLC | 35,180 | $1.60M | 0.03% | +5,070+16.8% | Added |
| Global Retirement Partners, LLC | 35,107 | $1.60M | 0.16% | +1,073+3.2% | Added |
| Tdam USA Inc. | 34,838 | $1.59M | 0.10% | −3,077−8.1% | Reduced |
| Cutler Group LP | 34,646 | $1.58M | 0.12% | −68,734−66.5% | Reduced |
| Sandy Spring Bank | 34,631 | $1.58M | 0.08% | +287+0.8% | Added |
| Burleson & Company, LLC | 34,602 | $1.57M | 0.24% | +90.0% | Added |
| Wesbanco Bank Inc | 34,478 | $1.57M | 0.06% | +2,160+6.7% | Added |
| Vestmark Advisory Solutions, Inc. | 34,411 | $1.57M | 0.11% | +6,391+22.8% | Added |
| Fort, L.P. | 34,313 | $1.56M | 0.52% | −3,251−8.7% | Reduced |
| Proequities, Inc. | 33,638 | $1.56M | 0.10% | +2,771+9.0% | Added |
| Clear Harbor Asset Management, LLC | 34,245 | $1.56M | 0.18% | −600−1.7% | Reduced |
| Legacy Capital Partners, Inc. | 34,238 | $1.56M | 0.56% | +961+2.9% | Added |
| Ameritas Investment Company, LLC | 34,161 | $1.55M | 0.07% | +11,872+53.3% | Added |
| King Luther Capital Management Corp | 34,036 | $1.55M | 0.01% | +3,113+10.1% | Added |
| Stock Yards Bank & Trust Co | 33,708 | $1.53M | 0.10% | +2,150+6.8% | Added |
| Moors & Cabot, Inc. | 33,347 | $1.52M | 0.10% | +3,369+11.2% | Added |
| Covington Capital Management | 33,335 | $1.52M | 0.06% | −5,484−14.1% | Reduced |
| Human Investing LLC | 33,219 | $1.51M | 0.36% | −1,315−3.8% | Reduced |
| Sargent Bickham Lagudis LLC | 33,223 | $1.51M | 0.12% | −121−0.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 33,137 | $1.51M | 0.05% | +12,312+59.1% | Added |
| MAI Capital Management | 33,044 | $1.50M | 0.03% | +2,319+7.5% | Added |
| Sumitomo Life Insurance Co | 32,946 | $1.50M | 0.04% | −1,388−4.0% | Reduced |
| Apollon Wealth Management, LLC | 32,926 | $1.50M | 0.21% | +26,966+452.4% | Added |
| Traverso Chambers Private Wealth Management, LLC | 32,725 | $1.49M | 0.46% | 00.0% | Unchanged |
| Allstate Corp | 32,482 | $1.48M | 0.06% | −3,887−10.7% | Reduced |
| Capital International Inc | 32,490 | $1.48M | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 32,425 | $1.48M | 0.00% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 32,411 | $1.48M | 0.04% | +1,305+4.2% | Added |
| Fulton Bank, N.A. | 32,190 | $1.47M | 0.07% | −1,154−3.5% | Reduced |
| JustInvest LLC | 32,088 | $1.46M | 0.13% | +13,242+70.3% | Added |
| Illinois Municipal Retirement Fund | 32,068 | $1.46M | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 32,002 | $1.46M | 0.10% | −1,649−4.9% | Reduced |
| Shell Asset Management Co | 31,946 | $1.45M | 0.03% | −9,326−22.6% | Reduced |
| Burns J W & Co Inc | 31,799 | $1.45M | 0.23% | −953−2.9% | Reduced |
| Patton Albertson Miller Group, LLC | 31,785 | $1.45M | 0.28% | −225−0.7% | Reduced |
| Close Asset Management Ltd | 31,746 | $1.45M | 0.07% | −45,467−58.9% | Reduced |
| WP Advisors, LLC | 31,709 | $1.44M | 0.59% | +1,225+4.0% | Added |
| Centaurus Financial, Inc. | 31,646 | $1.44M | 0.12% | +2,635+9.1% | Added |
| Delta Capital Management LLC | 31,535 | $1.44M | 0.89% | −40−0.1% | Reduced |
| Gamble Jones Investment Counsel | 31,535 | $1.44M | 0.09% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 31,476 | $1.43M | 0.48% | +6,550+26.3% | Added |
| Keudell/Morrison Wealth Management | 31,255 | $1.42M | 0.61% | −85−0.3% | Reduced |
| Estate Counselors, LLC | 31,175 | $1.42M | 0.18% | +11,700+60.1% | Added |
| R.m.sincerbeaux Capital Management LLC | 31,121 | $1.42M | 0.93% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 30,930 | $1.41M | 0.15% | +977+3.3% | Added |
| Wealthspire Advisors, LLC | 30,906 | $1.41M | 0.03% | +14,135+84.3% | Added |
| Brandywine Trust Co | 30,814 | $1.40M | 0.49% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 30,729 | $1.40M | 0.48% | −9,864−24.3% | Reduced |
| Valicenti Advisory Services Inc | 30,733 | $1.40M | 0.38% | +235+0.8% | Added |
| Aurora Investment Counsel | 30,709 | $1.40M | 0.97% | +190+0.6% | Added |
| Wealthsource Partners, LLC | 30,490 | $1.39M | 0.12% | +1,549+5.4% | Added |
| Lee Financial Co | 30,428 | $1.39M | 0.29% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 30,422 | $1.38M | 0.40% | +2,126+7.5% | Added |
| Sunbelt Securities, Inc. | 29,003 | $1.37M | 0.25% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 28,535 | $1.36M | 0.15% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 29,847 | $1.36M | 0.11% | −2,138−6.7% | Reduced |
| Telemus Capital, LLC | 29,822 | $1.36M | 0.11% | −1,016−3.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 29,792 | $1.36M | 0.24% | −2,912−8.9% | Reduced |
| Stolper Co | 29,781 | $1.36M | 0.65% | +650+2.2% | Added |
| Symphony Financial, Ltd. Co. | 27,792 | $1.35M | 0.48% | +2,752+11.0% | Added |
| IFP Advisors, Inc | 29,605 | $1.35M | 0.03% | +396+1.4% | Added |
| Rothschild Investment Corp | 29,659 | $1.35M | 0.11% | +1,313+4.6% | Added |
| Washington Trust Co | 29,638 | $1.35M | 0.04% | +464+1.6% | Added |
| Badgley Phelps Wealth Managers, LLC | 29,613 | $1.35M | 0.05% | +29,613 | New |
| Lynch & Associates | 29,602 | $1.35M | 0.35% | +120+0.4% | Added |
| Intercontinental Wealth Advisors, LLC | 29,477 | $1.34M | 0.31% | +870+3.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 29,419 | $1.34M | 0.07% | +30+0.1% | Added |
| Citizens Financial Group Inc | 29,009 | $1.34M | 0.05% | +7,075+32.3% | Added |
| Longfellow Investment Management Co LLC | 29,331 | $1.34M | 0.22% | 00.0% | Unchanged |
| Ieq Capital, LLC | 29,360 | $1.34M | 0.04% | +11,019+60.1% | Added |
| World Asset Management Inc | 29,038 | $1.32M | 0.13% | −3,820−11.6% | Reduced |
| Cullinan Associates Inc | 28,762 | $1.31M | 0.07% | +5,384+23.0% | Added |
| Octavia Wealth Advisors, LLC | 27,986 | $1.30M | 0.33% | −2,182−7.2% | Reduced |
| EP Wealth Advisors, LLC | 28,510 | $1.30M | 0.04% | −283−1.0% | Reduced |
| Independence Bank of Kentucky | 28,426 | $1.29M | 0.56% | −650−2.2% | Reduced |
| Good Life Advisors, LLC | 28,417 | $1.29M | 0.18% | +2,331+8.9% | Added |
| Greenleaf Trust | 28,244 | $1.29M | 0.02% | +1,421+5.3% | Added |
| Atlantic Union Bankshares Corp | 28,174 | $1.28M | 0.12% | −497−1.7% | Reduced |
| International Assets Investment Management, LLC | 114,072 | $1.28M | 0.23% | +25,617+29.0% | Added |
| Wetherby Asset Management Inc | 28,001 | $1.27M | 0.08% | +58+0.2% | Added |
| Redwood Investment Management, LLC | 28,007 | $1.27M | 0.18% | +1,330+5.0% | Added |
| Two Sigma Securities, LLC | 27,969 | $1.27M | 0.26% | +27,969 | New |
| Homrich & Berg | 27,891 | $1.27M | 0.03% | −484−1.7% | Reduced |
| Csenge Advisory Group | 27,670 | $1.27M | 0.11% | +728+2.7% | Added |
| Eudaimonia Partners, LLC | 27,782 | $1.26M | 0.23% | +158+0.6% | Added |
| Thrive Capital Management, LLC | 27,548 | $1.25M | 0.93% | +2,980+12.1% | Added |
| Boston Private Wealth LLC | 27,452 | $1.25M | 0.02% | −779−2.8% | Reduced |
| Americana Partners, LLC | 27,460 | $1.25M | 0.30% | +27,460 | New |
| Crossmark Global Holdings, Inc. | 27,418 | $1.25M | 0.03% | +2,673+10.8% | Added |
| Galvin, Gaustad & Stein, LLC | 27,391 | $1.25M | 0.12% | −142,027−83.8% | Reduced |
| Arkadios Wealth Advisors | 27,389 | $1.25M | 0.18% | +19,768+259.4% | Added |
| Nations Financial Group Inc, | 27,317 | $1.24M | 0.19% | +213+0.8% | Added |
| Vestcor Inc | 27,275 | $1.24M | 0.04% | −3,905−12.5% | Reduced |
| Taylor Hoffman Wealth Management | 26,954 | $1.24M | 0.53% | −107−0.4% | Reduced |
| Wedgewood Investors Inc | 27,062 | $1.23M | 1.60% | 00.0% | Unchanged |
| Veracity Capital LLC | 26,911 | $1.23M | 0.53% | +1,534+6.0% | Added |
| Signaturefd, LLC | 26,868 | $1.22M | 0.04% | +2,745+11.4% | Added |
| Voloridge Investment Management, LLC | 26,835 | $1.22M | 0.01% | +26,835 | New |
| Welch Group, LLC | 26,827 | $1.22M | 0.08% | +108+0.4% | Added |