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, Q4 2021
Institutional positions in Altria Group, Inc. as of Dec 31, 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
- 1,852
- +167 vs. Q3 2021
- Shares held
- 1.07B
- −14.8M (−1.4%) vs. Q3 2021
- Total value
- $50.8B
- +$1.27B (+2.6%) vs. Q3 2021
- New holders
- 274
- 632 more added
- Sold out
- 107
- 683 more reduced
26 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strategic Wealth Management Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 28 | $1.33K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 31 | $1.50K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 35 | $2.00K | 0.00% | −85−70.8% | Reduced |
| HBC Financial Services, PLLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Standard Family Office LLC | 42 | $2.00K | 0.02% | +42 | New |
| Schubert & Co | 49 | $2.00K | 0.00% | +49 | New |
| Baldrige Asset Management LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 86 | $4.00K | 0.00% | +86 | New |
| Clean Yield Group | 101 | $5.00K | 0.00% | −67−39.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 110 | $5.00K | 0.00% | +110 | New |
| Syverson Strege & Co | 100 | $5.00K | 0.00% | +100 | New |
| Cassady Schiller Wealth Management, LLC | 112 | $5.00K | 0.00% | +112 | New |
| Gibson Wealth Advisors LLC | 100 | $5.00K | 0.01% | +100 | New |
| Rise Advisors, LLC | 123 | $5.85K | 0.01% | +123 | New |
| Mizuho Securities Co. Ltd. | 123 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 140 | $6.00K | 0.00% | +140 | New |
| Dark Forest Capital Management LP | 150 | $7.00K | 0.00% | −4,313−96.6% | Reduced |
| Avion Wealth | 150 | $7.00K | 0.00% | −200−57.1% | Reduced |
| NewSquare Capital LLC | 148 | $7.00K | 0.00% | −40−21.3% | Reduced |
| Ellevest, Inc. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 152 | $7.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 150 | $7.00K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 150 | $7.11K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 166 | $8.00K | 0.00% | −177−51.6% | Reduced |
| Horrell Capital Management, Inc. | 169 | $8.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 167 | $8.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 161 | $8.00K | 0.00% | +3+1.9% | Added |
| Interactive Financial Advisors | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 190 | $9.00K | 0.00% | +190 | New |
| Missouri Trust & Investment Co | 200 | $9.00K | 0.01% | +200 | New |
| Tucker Asset Management LLC | 195 | $9.21K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 196 | $9.29K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 202 | $10.0K | 0.00% | +11+5.8% | Added |
| Simon Quick Advisors, LLC | 202 | $10.0K | 0.00% | −4−1.9% | Reduced |
| First Bank & Trust | 212 | $10.0K | 0.00% | +28+15.2% | Added |
| Insight Financial Services | 227 | $10.0K | 0.01% | +227 | New |
| Front Row Advisors LLC | 230 | $11.0K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 226 | $11.0K | 0.01% | +226 | New |
| Sageworth Trust Co | 300 | $14.0K | 0.00% | −74−19.8% | Reduced |
| Pittenger & Anderson Inc | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 305 | $14.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 300 | $14.0K | 0.01% | +100+50.0% | Added |
| Outfitter Financial LLC | 300 | $14.0K | 0.01% | +300 | New |
| Bivin & Associates, Inc. | 286 | $14.0K | 0.01% | +286 | New |
| Perkins Coie Trust Co | 308 | $15.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 308 | $15.0K | 0.00% | +308 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 312 | $16.0K | 0.05% | +312 | New |
| Lumature Wealth Partners, LLC | 350 | $17.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 390 | $18.0K | 0.01% | +390 | New |
| Ten Capital Wealth Advisors, LLC | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 400 | $19.0K | 0.01% | +200+100.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 391 | $19.0K | 0.01% | +391 | New |
| Proffitt & Goodson Inc | 420 | $20.0K | 0.00% | −2,025−82.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 425 | $20.1K | 0.01% | +425 | New |
| Founders Capital Management | 439 | $21.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 464 | $22.0K | 0.00% | −375−44.7% | Reduced |
| Asset Dedication, LLC | 471 | $22.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 447 | $22.0K | 0.01% | +5+1.1% | Added |
| Freedman Financial Associates, Inc. | 455 | $22.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 470 | $22.0K | 0.00% | +170+56.7% | Added |
| IAG Wealth Partners, LLC | 485 | $23.0K | 0.01% | −3,212−86.9% | Reduced |
| Ulland Investment Advisors, LLC | 492 | $23.0K | 0.01% | +492 | New |
| Halpern Financial, Inc. | 500 | $23.7K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 515 | $24.0K | 0.01% | +9+1.8% | Added |
| Country Trust Bank | 505 | $24.0K | 0.00% | +30+6.3% | Added |
| Core Alternative Capital | 509 | $24.0K | 0.00% | +86+20.3% | Added |
| Karlinski Andrew C | 506 | $24.0K | 0.04% | +506 | New |
| Alaethes Wealth LLC | 535 | $25.0K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 531 | $25.0K | 0.00% | +147+38.3% | Added |
| Beaird Harris Wealth Management, LLC | 549 | $26.0K | 0.01% | +549 | New |
| True Link Financial Advisors, LLC | 581 | $28.0K | 0.00% | −204−26.0% | Reduced |
| Professional Financial Advisors, LLC | 588 | $28.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 584 | $28.0K | 0.01% | +4+0.7% | Added |
| McIlrath & Eck, LLC | 616 | $29.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 632 | $29.9K | 0.03% | +632 | New |
| JNBA Financial Advisors | 633 | $30.0K | 0.00% | +52+9.0% | Added |
| Rinkey Investments | 623 | $30.0K | 0.03% | +623 | New |
| PSI Advisors, LLC | 651 | $31.0K | 0.01% | −511−44.0% | Reduced |
| Tortoise Investment Management, LLC | 656 | $31.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 645 | $31.0K | 0.02% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 650 | $31.0K | 0.02% | +650 | New |
| Richwood Investment Advisors, LLC | 660 | $31.0K | 0.03% | +660 | New |
| Okabena Investment Services Inc | 684 | $32.0K | 0.01% | +684 | New |
| TAP Consulting, LLC | 682 | $32.0K | 0.01% | +682 | New |
| Bray Capital Advisors | 695 | $33.0K | 0.01% | 00.0% | Unchanged |