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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 26,242 | $1.22M | 0.29% | −5,595−17.6% | Reduced |
| Everett Harris & Co | 26,750 | $1.22M | 0.02% | +5,057+23.3% | Added |
| Griffin Asset Management, Inc. | 26,580 | $1.21M | 0.15% | −3,043−10.3% | Reduced |
| We Are One Seven, LLC | 27,427 | $1.21M | 0.15% | +2,871+11.7% | Added |
| LS Investment Advisors, LLC | 26,531 | $1.21M | 0.16% | +1,840+7.5% | Added |
| Kings Point Capital Management | 26,474 | $1.21M | 0.11% | +704+2.7% | Added |
| Gsa Capital Partners LLP | 26,469 | $1.21M | 0.12% | +26,469 | New |
| Carroll Financial Associates, Inc. | 26,453 | $1.20M | 0.07% | +649+2.5% | Added |
| Kanawha Capital Management LLC | 26,381 | $1.20M | 0.11% | +100+0.4% | Added |
| Kowal Investment Group, LLC | 26,329 | $1.20M | 0.38% | +87+0.3% | Added |
| Range Financial Group LLC | 26,192 | $1.19M | 0.86% | +17+0.1% | Added |
| Narwhal Capital Management | 26,089 | $1.19M | 0.15% | −666−2.5% | Reduced |
| Coastal Investment Advisors, Inc. | 26,083 | $1.19M | 0.28% | +1,797+7.4% | Added |
| Meeder Asset Management Inc | 26,047 | $1.19M | 0.06% | +1,644+6.7% | Added |
| Weiss Multi-Strategy Advisers LLC | 25,897 | $1.18M | 0.03% | +25,897 | New |
| AdvisorNet Financial, Inc | 25,861 | $1.18M | 0.08% | −257−1.0% | Reduced |
| Independent Financial Group, LLC | 25,611 | $1.17M | 0.12% | +834+3.4% | Added |
| Traynor Capital Management, Inc. | 25,589 | $1.16M | 0.16% | −2,175−7.8% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 25,566 | $1.16M | 0.02% | −1,150−4.3% | Reduced |
| Profund Advisors LLC | 25,506 | $1.16M | 0.04% | −1,269−4.7% | Reduced |
| Crestwood Advisors Group LLC | 25,266 | $1.15M | 0.03% | +1,386+5.8% | Added |
| Klingenstein Fields & Co LP | 25,243 | $1.15M | 0.05% | +319+1.3% | Added |
| Valmark Advisers, Inc. | 25,044 | $1.14M | 0.02% | −110.0% | Reduced |
| Smith, Moore & Co. | 25,044 | $1.14M | 0.17% | +932+3.9% | Added |
| Welch & Forbes LLC | 24,996 | $1.14M | 0.02% | +500+2.0% | Added |
| Covenant Multifamily Offices, LLC | 24,565 | $1.13M | 0.20% | +7,087+40.5% | Added |
| Ameritas Investment Partners, Inc. | 24,834 | $1.13M | 0.04% | −819−3.2% | Reduced |
| XML Financial, LLC | 24,796 | $1.13M | 0.15% | +456+1.9% | Added |
| Horizon Investments, LLC | 24,732 | $1.13M | 0.03% | −12,324−33.3% | Reduced |
| Fiduciary Trust Co | 24,708 | $1.13M | 0.02% | −42−0.2% | Reduced |
| Institutional & Family Asset Management, LLC | 24,621 | $1.12M | 0.18% | +24+0.1% | Added |
| Leavell Investment Management, Inc. | 24,105 | $1.12M | 0.08% | +2,848+13.4% | Added |
| AlphaStar Capital Management, LLC | 23,242 | $1.12M | 0.08% | +1,871+8.8% | Added |
| Mork Capital Management, LLC | 24,500 | $1.11M | 0.95% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 24,402 | $1.11M | 0.16% | −1,180−4.6% | Reduced |
| ICW Investment Advisors LLC | 24,230 | $1.10M | 0.71% | −1,059−4.2% | Reduced |
| Forte Capital LLC | 24,078 | $1.10M | 0.15% | −235−1.0% | Reduced |
| North Fourth Asset Management, LP | 24,000 | $1.09M | 0.40% | +24,000 | New |
| Ausdal Financial Partners, Inc. | 23,747 | $1.08M | 0.16% | −600−2.5% | Reduced |
| Parallel Advisors, LLC | 23,738 | $1.08M | 0.04% | +1,967+9.0% | Added |
| Certified Advisory Corp | 23,356 | $1.06M | 0.26% | +52+0.2% | Added |
| 180 Wealth Advisors, LLC | 21,832 | $1.06M | 0.23% | −185−0.8% | Reduced |
| Ziegler Capital Management, LLC | 23,002 | $1.06M | 0.04% | −10,197−30.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,335 | $1.06M | 0.01% | +541+2.4% | Added |
| Excalibur Management Corp | 23,142 | $1.05M | 0.46% | −270−1.2% | Reduced |
| Sawtooth Solutions, LLC | 23,097 | $1.05M | 0.16% | +3,367+17.1% | Added |
| CoreFirst Bank & Trust | 23,068 | $1.05M | 0.73% | −285−1.2% | Reduced |
| Intrepid Capital Management Inc | 23,000 | $1.05M | 0.52% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 22,970 | $1.05M | 0.36% | −1,669−6.8% | Reduced |
| Intrust Bank NA | 22,918 | $1.04M | 0.14% | −627−2.7% | Reduced |
| First Hawaiian Bank | 22,905 | $1.04M | 0.04% | −105−0.5% | Reduced |
| Capital CS Group, LLC | 22,723 | $1.04M | 0.97% | 00.0% | Unchanged |
| One Capital Management, LLC | 22,886 | $1.04M | 0.09% | −215−0.9% | Reduced |
| Rossmore Private Capital | 22,869 | $1.04M | 0.18% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 21,532 | $1.04M | 0.09% | −54,963−71.9% | Reduced |
| Knoll Capital Management, LLC | 22,700 | $1.03M | 0.52% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 22,674 | $1.03M | 0.01% | +1,127+5.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 22,641 | $1.03M | 0.37% | +2,492+12.4% | Added |
| Kanen Wealth Management LLC | 22,577 | $1.03M | 0.37% | −9,115−28.8% | Reduced |
| Change Path, LLC | 22,527 | $1.03M | 0.06% | +1,668+8.0% | Added |
| Orion Portfolio Solutions, LLC | 22,549 | $1.03M | 0.04% | +4,809+27.1% | Added |
| Enterprise Trust & Investment Co | 22,450 | $1.02M | 0.41% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 22,354 | $1.02M | 0.65% | −800−3.5% | Reduced |
| GM Advisory Group, Inc. | 22,368 | $1.02M | 0.10% | +2,000+9.8% | Added |
| Beese Fulmer Investment Management, Inc. | 22,320 | $1.02M | 0.11% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 22,080 | $1.00M | 0.08% | −1,800−7.5% | Reduced |
| FRG Family Wealth Advisors LLC | 22,067 | $1.00M | 0.20% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 22,042 | $1.00M | 0.91% | −9,732−30.6% | Reduced |
| Great Valley Advisor Group, Inc. | 21,964 | $1.00M | 0.07% | +151+0.7% | Added |
| Ipswich Investment Management Co., Inc. | 21,935 | $998.0K | 0.26% | −100−0.5% | Reduced |
| Bradley Foster & Sargent Inc | 21,847 | $995.0K | 0.02% | −1,055−4.6% | Reduced |
| Rehmann Capital Advisory Group | 21,906 | $994.2K | 0.09% | +410+1.9% | Added |
| Savant Capital, LLC | 21,689 | $987.0K | 0.04% | −1,276−5.6% | Reduced |
| Steel Peak Wealth Management LLC | 21,677 | $987.0K | 0.07% | +388+1.8% | Added |
| Charter Research & Investment Group, Inc. | 21,667 | $986.0K | 0.82% | −1,700−7.3% | Reduced |
| Colony Group LLC | 21,509 | $979.0K | 0.02% | −81−0.4% | Reduced |
| Birmingham Capital Management Co Inc | 21,513 | $979.0K | 0.38% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 21,500 | $979.0K | 0.18% | +1,000+4.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 21,450 | $976.0K | 0.36% | +78+0.4% | Added |
| Burke & Herbert Bank & Trust Co | 21,172 | $964.0K | 0.62% | −50−0.2% | Reduced |
| Jacobi Capital Management LLC | 21,134 | $962.0K | 0.12% | +1,802+9.3% | Added |
| Sanders Morris Harris LLC | 20,868 | $961.0K | 0.17% | −20,750−49.9% | Reduced |
| Elevated Capital Advisors, LLC | 21,097 | $960.0K | 0.33% | +21,097 | New |
| Symmetry Partners, LLC | 20,773 | $959.0K | 0.06% | 00.0% | Unchanged |
| IFG Advisory, LLC | 21,085 | $959.0K | 0.10% | +581+2.8% | Added |
| Dodge & Cox | 21,000 | $956.0K | 0.00% | −2,400−10.3% | Reduced |
| Strategic Wealth Advisors Group, LLC | 20,583 | $956.0K | 0.05% | +875+4.4% | Added |
| Focused Wealth Management, Inc | 20,984 | $955.0K | 0.16% | +1,011+5.1% | Added |
| Accretive Wealth Partners, LLC | 20,801 | $947.0K | 0.67% | +1,408+7.3% | Added |
| BBVA USA | 20,667 | $940.0K | 0.06% | −89−0.4% | Reduced |
| Mission Wealth Management, LP | 20,640 | $940.0K | 0.05% | +4,282+26.2% | Added |
| Centric Wealth Management | 20,616 | $938.0K | 0.35% | +404+2.0% | Added |
| Taurus Asset Management, LLC | 20,560 | $936.0K | 0.10% | −1,974−8.8% | Reduced |
| Capital Insight Partners, LLC | 20,553 | $936.0K | 0.20% | −1,246−5.7% | Reduced |
| Atom Investors LP | 20,498 | $933.0K | 0.18% | +20,498 | New |
| Walter & Keenan Financial Consulting Co | 20,441 | $930.0K | 0.32% | −2,720−11.7% | Reduced |
| Crescent Capital Consulting, LLC | 20,155 | $920.0K | 0.17% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 20,135 | $917.0K | 0.61% | −50−0.2% | Reduced |
| Banco Santander, S.A. | 20,101 | $915.0K | 0.00% | −2,899−12.6% | Reduced |
| North Star Investment Management Corp. | 20,084 | $914.0K | 0.07% | −60.0% | Reduced |