Skip to main content
Livermore
Livermore
ZHEN

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; 2,574 institutions reported holding it in 13F filings for Q2 2026, worth $77.1B in total; superinvestors Gardner Russo & Quinn and Maverick Capital hold it.

Q4 2021 vs. Q3 2021

How the institutions holding Altria Group, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of MO: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders1,711261,852+167
Shares1.09B609.5K1.07B−14.8M (−1.4%)
Value$49.6B$27.3M$50.8B+$1.27B (+2.6%)

26 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (274)

Institutions that held Altria Group, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 274 by value.

Institutions new to MO in Q4 2021
InstitutionSharesValue% of portfolio
Castleview Partners, LLC1,344,467$28.4M0.24%
Allspring Global Investments Holdings, LLC392,896$18.6M0.02%
Hikari Tsushin, Inc.374,808$17.8M1.94%
Kehrs Ridge Capital,LLC250,000$11.8M4.06%
Yousif Capital Management, LLC209,834$9.94M0.10%
Baader Bank INC175,147$8.30M0.65%
Aigen Investment Management, LP139,402$6.51M0.40%
Axxcess Wealth Management, LLC113,021$5.36M0.41%
National Bank of Canada84,620$4.04M0.02%
Siena Capital LLC72,656$3.44M1.97%
Ascent Group, LLC64,150$3.23M0.41%
Balyasny Asset Management LLC65,309$3.10M0.01%
Wintrust Investments LLC58,250$2.76M0.26%
B. Metzler seel. Sohn & Co. AG56,130$2.65M0.03%
Connectus Wealth, LLC55,953$2.65M0.10%
Psagot Value Holdings Ltd. / (Israel)55,500$2.63M0.50%
Mill Capital Management, LLC55,323$2.62M0.27%
Magnetar Financial LLC52,394$2.48M0.02%
Stonegate Investment Group, LLC50,337$2.38M0.10%
Meixler Investment Management, Ltd.50,283$2.38M2.45%
Investmark Advisory Group LLC46,347$2.20M2.05%
Tyler-Stone Wealth Management45,721$2.17M1.15%
CWM, LLC43,510$2.06M0.01%
TD Waterhouse Canada Inc.40,808$2.05M0.02%
Ameritas Advisory Services, LLC38,657$1.83M0.07%
Confluence Wealth Services, Inc.37,974$1.80M0.58%
Wolverine Trading, LLC37,966$1.79M0.02%
Disciplined Equity Management, Inc.36,140$1.71M1.65%
Wealth Enhancement Advisory Services, LLC29,688$1.50M0.02%
SRB Corp31,082$1.47M0.08%
Eisler Capital (UK) Ltd.30,476$1.44M0.19%
Cambridge Trust Co27,454$1.30M0.04%
HB Wealth Management, LLC26,376$1.25M0.03%
Quantbot Technologies LP25,762$1.22M0.10%
Paradigm Capital Management, LLC23,941$1.14M1.13%
Cardiff Park Advisors, LLC22,700$1.08M0.14%
Polar Asset Management Partners Inc.22,659$1.07M0.01%
Chemistry Wealth Management LLC22,379$1.06M0.89%
Next Level Private LLC22,379$1.06M0.89%
Viewpoint Capital Management LLC21,462$1.02M0.74%
Washington Trust Advisors, Inc.19,718$934.0K0.06%
Widmann Financial Services, Inc.19,655$931.0K0.77%
Western Wealth Management, LLC19,458$921.0K0.09%
AXS Investments LLC18,937$897.0K0.21%
Harrison & Co Wealth Management, LLC18,769$889.0K0.75%
Royal Fund Management, LLC18,670$884.0K0.13%
Silverlake Wealth Management LLC17,947$850.5K0.46%
Sequoia Financial Advisors, LLC17,718$840.0K0.02%
Mid-American Wealth Advisory Group, Inc.17,723$840.0K0.67%
ETF Store, Inc.15,708$790.0K0.60%
Westbourne Investment Advisors, Inc.16,099$763.0K0.30%
Metis Global Partners, LLC16,072$762.0K0.21%
CWS Financial Advisors, LLC15,780$748.0K0.26%
CoreCap Advisors, LLC15,709$744.0K0.05%
Straight Path Wealth Management14,310$678.0K0.59%
Vise Technologies, Inc.14,201$673.0K0.18%
Lloyd Park, LLC14,065$667.0K0.53%
City State Bank13,974$662.0K0.41%
Financial Advisory Corp13,888$658.0K0.32%
Colonial River Wealth Management, LLC13,634$646.0K0.35%
Smallwood Wealth Investment Management, LLC13,545$642.0K0.60%
Resurgent Financial Advisors LLC13,527$641.0K0.53%
Total Investment Management Inc13,453$638.0K0.11%
RS Crum Inc.13,457$638.0K0.35%
Sonora Investment Management Group, LLC13,282$629.0K0.07%
Walker Asset Management, LLC13,260$628.0K0.55%
Titleist Asset Management, Ltd.13,216$626.0K0.12%
Keystone Wealth Services, LLC13,079$620.0K0.25%
Astoria Portfolio Advisors LLC.13,046$618.0K0.49%
Pearl River Capital, LLC12,746$604.0K0.16%
Tevis Investment Management12,766$604.0K0.53%
Ignite Planners, LLC11,905$602.0K0.39%
Bill Few Associates, Inc.12,621$598.0K0.31%
Asahi Life Asset Management Co., Ltd.12,410$588.0K0.07%
Pinnacle Private Wealth, LLC12,137$575.0K0.18%
Millennium Capital Advisors, LLC12,132$574.9K0.45%
Ti-Trust, Inc12,109$574.0K0.51%
Cross Staff Investments Inc11,970$567.0K0.51%
Lake Hills Wealth Management, LLC11,673$553.0K0.39%
Altrafin AG11,500$545.0K0.20%
Alterity Financial Group, LLC11,450$543.0K0.59%
BMS Financial Advisors, LLC11,333$537.0K0.34%
Paragon Financial Partners, Inc.11,295$535.0K0.44%
Powers Advisory Group, LLC11,116$527.0K0.37%
Gyon Technologies Capital Management, LP11,060$524.0K0.10%
MAS Advisors LLC10,935$517.0K0.38%
Taylor & Morgan Wealth Management, LLC10,872$515.0K0.42%
NuWave Investment Management, LLC10,644$504.0K0.57%
Forum Financial Management, LP10,639$504.0K0.03%
Y-Intercept (Hong Kong) Ltd10,575$501.0K0.12%
Hancock Whitney Investment Services Inc.10,507$500.0K0.09%
Interchange Capital Partners, LLC10,543$499.0K0.50%
MSH Capital Advisors LLC10,500$497.6K0.22%
Advisor Resource Council10,211$484.0K0.04%
MBB Public Markets I LLC10,158$481.0K0.01%
Northstar Advisory Group, LLC10,103$479.0K0.28%
C2C Wealth Management, LLC10,052$476.0K0.07%
SC&H Financial Advisors, Inc.10,047$476.0K0.26%
Key Client Fiduciary Advisors, LLC10,052$476.0K0.40%
First Community Trust NA9,879$468.2K0.39%

Sold out (107)

Institutions that held Altria Group, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Showing the largest 100 of 107 by value.

Institutions that sold out of MO in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Two Sigma Investments, LP3,733,040$169.9M
Skye Global Management LP1,258,500$57.3M
Schonfeld Strategic Advisors LLC254,724$11.6M
Artemis Investment Management LLP239,753$10.9M
Winton Group Ltd235,342$10.7M
Simplex Trading, LLC162,316$7.76M
MUFG Securities EMEA plc170,000$7.74M
Churchill Management Corp153,844$7.00M
Point72 Hong Kong Ltd140,321$6.39M
Quinn Opportunity Partners LLC132,805$6.04M
HRT Financial LP122,158$5.56M
Capula Management Ltd72,311$3.29M
Trexquant Investment LP64,060$2.92M
Centiva Capital, LP58,812$2.68M
Twin Tree Management, LP50,429$2.30M
PEAK6 Investments LLC49,913$2.27M
Duality Advisers, LP47,093$2.14M
1832 Asset Management L.P.36,901$1.81M
Soltis Investment Advisors LLC39,509$1.80M
Man Group plc36,162$1.65M
Global Retirement Partners, LLC35,107$1.60M
Cutler Group LP34,646$1.58M
Clear Harbor Asset Management, LLC34,245$1.56M
Estate Counselors, LLC31,175$1.42M
Voloridge Investment Management, LLC26,835$1.22M
Gsa Capital Partners LLP26,469$1.21M
Meeder Asset Management Inc26,047$1.19M
Weiss Multi-Strategy Advisers LLC25,897$1.18M
North Fourth Asset Management, LP24,000$1.09M
Centric Wealth Management20,616$938.0K
Jump Financial, LLC15,877$723.0K
Pendal Group Limited13,278$604.0K
Barings LLC11,994$546.0K
McGinn Investment Management, Inc.11,150$508.0K
Gabelli Funds LLC11,000$501.0K
CenterStar Asset Management, LLC–$495.0K
Jefferies Group LLC10,728$488.3K
Twinbeech Capital LP9,969$454.0K
Fox Run Management, L.L.C.9,939$452.0K
Pinnacle Family Advisors, LLC9,633$438.0K
Advisory Research Inc8,880$404.0K
Peak Financial Advisors LLC8,797$400.0K
Cliftonlarsonallen Wealth Advisors, LLC8,580$391.0K
Toews Corp8,500$387.0K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.8,412$383.0K
Krane Funds Advisors LLC8,217$374.0K
MCF Advisors LLC7,999$364.0K
Eqis Capital Management, Inc.7,814$356.0K
Condor Capital Management7,014$319.0K
Oarsman Capital, Inc.6,970$317.0K
Smith & Howard Wealth Management, LLC6,779$309.0K
Terry L. Blaker6,619$302.0K
NTV Asset Management LLC6,469$294.0K
Bristlecone Advisors, LLC6,344$289.0K
Citizens & Northern Corp6,255$285.0K
RMR Wealth Builders6,136$285.0K
Tower Bridge Advisors6,249$284.5K
Kore Private Wealth LLC6,149$280.0K
Occudo Quantitative Strategies LP6,091$277.0K
MJP Associates Inc5,871$267.0K
Premier Asset Management LLC5,805$264.0K
Fiducient Advisors LLC5,700$259.0K
QVR LLC5,509$251.0K
Pegasus Partners Ltd.5,497$250.0K
RB Capital Management, LLC5,444$248.0K
Saratoga Research & Investment Management5,300$241.0K
Kathmere Capital Management, LLC5,219$238.0K
Claraphi Advisory Network, LLC5,217$237.0K
AMG National Trust Bank5,147$234.0K
Cooper Financial Group4,924$224.0K
Running Point Capital Advisors, LLC4,765$217.0K
Financial Engines Advisors L.L.C.4,628$214.0K
Balasa Dinverno & Foltz LLC4,553$207.0K
Nadler Financial Group, Inc.4,555$207.0K
Sky Investment Group LLC4,411$201.0K
Rothschild & Co Wealth Management UK Ltd4,365$199.0K
Blueprint Investment Partners LLC3,660$167.0K
Ade, LLC3,444$157.0K
Meridian Wealth Partners, LLC2,878$131.0K
Westpac Banking Corp2,753$125.3K
Liberty Wealth Management LLC2,676$121.0K
Firestone Capital Management1,940$92.0K
Guidance Point Advisors, LLC2,000$91.0K
Capital Directions Investment Advisors, LLC1,595$73.0K
Prentice Wealth Management LLC1,424$65.0K
Gerber Kawasaki Wealth & Investment Management1,415$64.0K
Alpha Paradigm Partners, LLC1,401$64.0K
Lountzis Asset Management, LLC1,370$63.6K
Cahill Financial Advisors Inc1,241$57.0K
USA Financial Portformulas Corp1,243$57.0K
Sterling Financial Planning, Inc.1,140$52.0K
Ironwood Financial, llc1,012$46.0K
Neo Ivy Capital Management979$38.0K
Loomis Sayles & Co L P628$29.0K
Harel Insurance Investments & Financial Services Ltd.554$25.0K
RPG Investment Advisory, LLC400$18.0K
Phoenix Wealth Advisors372$17.0K
Trust Co345$16.0K
Regency Capital Management Inc.300$14.0K
Consolidated Planning Corp281$13.0K

Not filed for Q4 2021 yet (26)

Institutions that held Altria Group, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MO in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
NorthCoast Asset Management LLC73,557$3.35M
HighPoint Advisor Group LLC60,492$2.75M
Mid Atlantic Financial Management Inc52,224$2.38M
Optimal Asset Management, Inc.51,020$2.32M
Fma Advisory Inc40,700$1.85M
Ameritas Investment Company, LLC34,161$1.55M
World Asset Management Inc29,038$1.32M
Homrich & Berg27,891$1.27M
Eudaimonia Partners, LLC27,782$1.26M
B. Metzler seel. Sohn & Co. Holding AG25,566$1.16M
Covenant Multifamily Offices, LLC24,565$1.13M
Elevated Capital Advisors, LLC21,097$960.0K
BBVA USA20,667$940.0K
Security National Trust Co16,820$802.0K
Harbor Financial Services, LLC15,572$709.0K
Landsberg, Bennett, & Dubbaneh LLC13,684$628.0K
Sonora Investment Management, LLC13,661$622.0K
Wealth Quarterback LLC21,036$461.0K
First Mercantile Trust Co8,817$401.0K
Berman Capital Advisors, LLC7,821$355.0K
Arvest Bank Trust Division7,126$324.0K
Cardan Capital Partners, LLC6,944$316.0K
Weather Gauge Advisory, LLC5,103$232.0K
Heritage Wealth Management, LLC3,590$163.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA534$24.3K
Filbrandt Wealth Management, LLC15$1.00K