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 |
|---|---|---|---|---|---|
| Fortem Financial Group, LLC | 20,063 | $913.0K | 0.46% | +436+2.2% | Added |
| Cornerstone Advisory, LLC | 19,993 | $910.0K | 0.15% | +81+0.4% | Added |
| CAPROCK Group, Inc. | 19,473 | $909.0K | 0.08% | −5,275−21.3% | Reduced |
| Great Lakes Advisors, LLC | 19,941 | $908.0K | 0.01% | −223−1.1% | Reduced |
| Wealthcare Advisory Partners LLC | 19,932 | $907.0K | 0.06% | −687−3.3% | Reduced |
| Level Four Advisory Services, LLC | 19,874 | $905.0K | 0.09% | −6,914−25.8% | Reduced |
| Chicago Trust Co NA | 19,813 | $902.0K | 0.20% | +2,172+12.3% | Added |
| Bath Savings Trust Co | 19,770 | $900.0K | 0.10% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 19,672 | $895.0K | 0.01% | −458−2.3% | Reduced |
| Signet Investment Advisory Group, Inc. | 19,620 | $893.0K | 0.56% | +1,195+6.5% | Added |
| Philadelphia Trust Co | 19,515 | $888.0K | 0.07% | −950−4.6% | Reduced |
| ProVise Management Group, LLC | 19,518 | $888.0K | 0.09% | +6,496+49.9% | Added |
| First Nebraska Trust Co | 19,505 | $887.9K | 0.12% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 19,324 | $880.0K | 0.68% | −50−0.3% | Reduced |
| Brown Advisory Securities, LLC | 19,343 | $879.0K | 0.26% | −937−4.6% | Reduced |
| Personal Cfo Solutions, LLC | 19,269 | $877.0K | 0.18% | −334−1.7% | Reduced |
| Clarius Group, LLC | 19,249 | $876.0K | 0.08% | +373+2.0% | Added |
| Oak Asset Management, LLC | 18,117 | $872.0K | 0.36% | −875−4.6% | Reduced |
| GQG Partners LLC | 19,123 | $870.0K | 0.00% | −5,425−22.1% | Reduced |
| Franklin Street Advisors Inc | 19,119 | $870.0K | 0.07% | −5,409−22.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 19,050 | $867.0K | 0.09% | +112+0.6% | Added |
| Boston Family Office LLC | 18,960 | $863.0K | 0.06% | −18,450−49.3% | Reduced |
| Zhang Financial LLC | 18,931 | $862.0K | 0.20% | −548−2.8% | Reduced |
| Plimoth Trust Co LLC | 18,940 | $862.0K | 0.24% | −250−1.3% | Reduced |
| Ashfield Capital Partners, LLC | 18,927 | $862.0K | 0.06% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 18,433 | $861.0K | 0.46% | +1,321+7.7% | Added |
| Resource Management, LLC | 18,820 | $857.0K | 0.10% | +52+0.3% | Added |
| Resources Investment Advisors, LLC. | 18,779 | $855.0K | 0.03% | +2,915+18.4% | Added |
| Radnor Capital Management, LLC | 18,768 | $854.0K | 0.51% | 00.0% | Unchanged |
| GFS Advisors, LLC | 18,720 | $852.0K | 0.19% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 18,726 | $852.0K | 0.55% | +106+0.6% | Added |
| Intrua Financial, LLC | 17,945 | $852.0K | 0.16% | +6,752+60.3% | Added |
| Segall Bryant & Hamill, LLC | 18,598 | $850.0K | 0.01% | −1,468−7.3% | Reduced |
| First National Bank & Trust Co of Newtown | 18,675 | $850.0K | 0.18% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 18,573 | $845.0K | 0.06% | +137+0.7% | Added |
| RFG Advisory, LLC | 18,440 | $839.0K | 0.07% | −90−0.5% | Reduced |
| Hoylecohen, LLC | 18,408 | $838.0K | 0.08% | +565+3.2% | Added |
| Evercore Wealth Management, LLC | 18,190 | $828.0K | 0.01% | −4,860−21.1% | Reduced |
| Bank of the West | 18,197 | $828.0K | 0.09% | +577+3.3% | Added |
| Independent Solutions Wealth Management, LLC | 18,153 | $826.3K | 0.20% | +2,253+14.2% | Added |
| Bank of Hawaii | 18,089 | $823.0K | 0.05% | −895−4.7% | Reduced |
| Woodward Diversified Capital, LLC | 18,056 | $822.0K | 0.52% | −888−4.7% | Reduced |
| Bank Ozk | 18,000 | $819.0K | 0.37% | −1,540−7.9% | Reduced |
| Altavista Wealth Management, Inc. | 17,984 | $819.0K | 0.18% | +18+0.1% | Added |
| Brewin Dolphin Ltd | 17,991 | $819.0K | 0.03% | −2,861−13.7% | Reduced |
| Cortland Associates Inc | 17,946 | $817.0K | 0.09% | −90−0.5% | Reduced |
| Princeton Global Asset Management LLC | 17,894 | $815.0K | 0.25% | 00.0% | Unchanged |
| Covenant Partners, LLC | 17,892 | $814.0K | 0.32% | 00.0% | Unchanged |
| Grove Bank & Trust | 17,827 | $812.0K | 0.17% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 17,758 | $808.0K | 0.07% | +1,479+9.1% | Added |
| Wellington Shields & Co., LLC | 17,704 | $806.0K | 0.28% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 17,692 | $805.0K | 0.05% | −1,500−7.8% | Reduced |
| Integrated Advisors Network LLC | 17,673 | $804.0K | 0.05% | −14,156−44.5% | Reduced |
| Oliver Luxxe Assets LLC | 17,610 | $802.0K | 0.22% | 00.0% | Unchanged |
| Security National Trust Co | 16,820 | $802.0K | 0.19% | 00.0% | Unchanged |
| HCR Wealth Advisors | 17,558 | $799.0K | 0.13% | +14+0.1% | Added |
| MTM Investment Management, LLC | 17,516 | $797.0K | 0.43% | −1,194−6.4% | Reduced |
| Coldstream Capital Management Inc | 20,591 | $796.0K | 0.04% | −150−0.7% | Reduced |
| Crescent Grove Advisors, LLC | 17,122 | $795.0K | 0.08% | 00.0% | Unchanged |
| Bailard, Inc. | 17,434 | $794.0K | 0.03% | −3,300−15.9% | Reduced |
| Bickling Financial Services, Inc. | 17,439 | $794.0K | 0.40% | −284−1.6% | Reduced |
| Checchi Capital Advisers, LLC | 17,361 | $790.0K | 0.10% | −259−1.5% | Reduced |
| Horst & Graben Wealth Management LLC | 17,331 | $789.0K | 0.22% | +127+0.7% | Added |
| Botty Investors LLC | 17,000 | $789.0K | 0.24% | +2,847+20.1% | Added |
| Moody Lynn & Lieberson, LLC | 17,298 | $787.0K | 0.06% | −142−0.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 17,279 | $787.0K | 0.04% | +656+3.9% | Added |
| Sentry Investment Management LLC | 17,244 | $785.0K | 0.23% | −2,519−12.7% | Reduced |
| Barrett Asset Management, LLC | 17,240 | $785.0K | 0.04% | −1,403−7.5% | Reduced |
| Intersect Capital LLC | 17,255 | $785.0K | 0.13% | +104+0.6% | Added |
| Patron Partners Advisors, LLC | 17,232 | $784.0K | 0.58% | −590−3.3% | Reduced |
| Ritholtz Wealth Management | 17,159 | $781.0K | 0.05% | −1,629−8.7% | Reduced |
| Foster Group, Inc. | 17,071 | $777.0K | 0.08% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 17,044 | $776.0K | 0.36% | +56+0.3% | Added |
| P.A.W. Capital Corp | 17,000 | $774.0K | 0.69% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 16,818 | $766.0K | 0.13% | +515+3.2% | Added |
| Exeter Financial, LLC | 16,782 | $764.0K | 0.46% | +372+2.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 16,775 | $764.0K | 0.03% | +517+3.2% | Added |
| Spinnaker Trust | 16,562 | $754.0K | 0.05% | 00.0% | Unchanged |
| Essex Savings Bank | 14,955 | $751.0K | 0.27% | −74−0.5% | Reduced |
| Balentine LLC | 16,500 | $751.0K | 0.03% | +1,775+12.1% | Added |
| Westshore Wealth, LLC | 16,469 | $750.0K | 0.61% | −2,038−11.0% | Reduced |
| Smith, Salley & Associates | 16,433 | $748.0K | 0.06% | +1,661+11.2% | Added |
| Palisade Capital Management LLC | 16,340 | $744.0K | 0.02% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 16,353 | $744.0K | 0.02% | +195+1.2% | Added |
| Kovack Advisors, Inc. | 16,331 | $743.0K | 0.08% | +479+3.0% | Added |
| Grace Capital | 15,500 | $743.0K | 0.46% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 16,305 | $742.0K | 0.06% | −21−0.1% | Reduced |
| Sunflower Bank, N.A. | 16,281 | $741.0K | 0.10% | −298−1.8% | Reduced |
| Cadence Bank NA | 16,280 | $741.0K | 0.22% | +1,361+9.1% | Added |
| First Horizon Advisors, Inc. | 16,304 | $741.0K | 0.02% | +5,399+49.5% | Added |
| Summit X, LLC | 16,166 | $740.0K | 0.19% | +207+1.3% | Added |
| Tokio Marine Asset Management Co Ltd | 16,228 | $739.0K | 0.07% | +1,743+12.0% | Added |
| Laird Norton Trust Company, LLC | 16,229 | $738.0K | 0.08% | +16,229 | New |
| Umb Bank N A | 16,156 | $736.0K | 0.02% | +5,047+45.4% | Added |
| L2 Asset Management, LLC | 16,147 | $735.0K | 1.86% | −8,065−33.3% | Reduced |
| Jupiter Asset Management Ltd | 16,133 | $735.0K | 0.01% | +6,305+64.2% | Added |
| Blue Chip Partners, Inc. | 16,130 | $734.0K | 0.10% | −284−1.7% | Reduced |
| GSB Wealth Management, LLC | 16,100 | $733.0K | 0.38% | −2,947−15.5% | Reduced |
| VeraBank, N.A. | 16,014 | $729.0K | 0.41% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 15,994 | $728.0K | 0.04% | −1,887−10.6% | Reduced |