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.
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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Wolff Financial Management LLC | 14,191 | $672.0K | 0.25% | +20.0% | Added |
| Delta Asset Management LLC | 14,191 | $673.0K | 0.06% | −100−0.7% | Reduced |
| Vise Technologies, Inc. | 14,201 | $673.0K | 0.18% | +14,201 | New |
| Bartlett & Co. LLC | 14,085 | $678.0K | 0.01% | +1,550+12.4% | Added |
| Straight Path Wealth Management | 14,310 | $678.0K | 0.59% | +14,310 | New |
| Bangor Savings Bank | 14,328 | $679.0K | 0.06% | −508−3.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 14,085 | $680.2K | 0.01% | +1,550+12.4% | Added |
| Parkside Financial Bank & Trust | 14,414 | $683.0K | 0.17% | +2,547+21.5% | Added |
| WBH Advisory Inc | 14,443 | $684.0K | 0.08% | −633−4.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,434 | $684.0K | 0.20% | −426−2.9% | Reduced |
| Assenagon Asset Management S.A. | 14,490 | $687.0K | 0.00% | −255−1.7% | Reduced |
| Yacktman Asset Management LP | 14,500 | $687.0K | 0.01% | 00.0% | Unchanged |
| Summit X, LLC | 14,469 | $690.0K | 0.16% | −1,697−10.5% | Reduced |
| Blue Chip Partners, Inc. | 14,631 | $693.0K | 0.09% | −1,499−9.3% | Reduced |
| PBMares Wealth Management LLC | 14,619 | $693.0K | 0.29% | −796−5.2% | Reduced |
| Signature Wealth Management Partners, LLC | 14,629 | $693.0K | 0.59% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 14,647 | $694.0K | 0.04% | −47,066−76.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 14,653 | $694.0K | 0.14% | −334−2.2% | Reduced |
| KLCM Advisors, Inc. | 14,680 | $696.0K | 0.15% | −37−0.3% | Reduced |
| Dorchester Wealth Management Co | 14,693 | $696.0K | 0.14% | +60.0% | Added |
| Hendley & Co Inc | 14,710 | $697.0K | 0.23% | +342+2.4% | Added |
| Red Door Wealth Management, LLC | 14,708 | $697.0K | 0.23% | +336+2.3% | Added |
| Arete Wealth Advisors, LLC | 14,507 | $698.0K | 0.06% | +552+4.0% | Added |
| Bahl & Gaynor Inc | 14,740 | $699.0K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 14,790 | $701.0K | 0.03% | +4,087+38.2% | Added |
| Virtue Capital Management, LLC | 14,810 | $702.0K | 0.10% | −604−3.9% | Reduced |
| Avidian Wealth Solutions, LLC | 14,836 | $703.0K | 0.04% | +65+0.4% | Added |
| First Midwest Bank Trust Division | 15,127 | $717.0K | 0.09% | −9,275−38.0% | Reduced |
| First Horizon Advisors, Inc. | 15,180 | $718.0K | 0.02% | −1,124−6.9% | Reduced |
| Comerica Securities,inc. | 14,884 | $719.0K | 0.05% | −582−3.8% | Reduced |
| Stratos Wealth Advisors, LLC | 15,222 | $721.0K | 0.05% | −1,083−6.6% | Reduced |
| Altium Wealth Management LLC | 15,220 | $721.0K | 0.05% | −261−1.7% | Reduced |
| Palisade Capital Management LLC | 15,240 | $722.0K | 0.01% | −1,100−6.7% | Reduced |
| Congress Park Capital LLC | 15,250 | $723.0K | 0.36% | +5,750+60.5% | Added |
| Old Point Trust & Financial Services N A | 15,271 | $724.0K | 0.29% | 00.0% | Unchanged |
| Gray Wealth Management Inc. | 15,356 | $728.0K | 0.36% | +285+1.9% | Added |
| Carmichael Hill & Associates, Inc. | 15,428 | $731.0K | 0.37% | +52+0.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 15,527 | $736.0K | 0.12% | +1,785+13.0% | Added |
| Gulf International Bank (UK) Ltd | 15,593 | $738.0K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 15,584 | $739.0K | 0.34% | +187+1.2% | Added |
| Modera Wealth Management, LLC | 15,657 | $742.0K | 0.03% | +1,128+7.8% | Added |
| Kendall Capital Management | 15,680 | $743.0K | 0.35% | +850+5.7% | Added |
| CoreCap Advisors, LLC | 15,709 | $744.0K | 0.05% | +15,709 | New |
| Capital Investment Advisory Services, LLC | 15,744 | $746.0K | 0.09% | +116+0.7% | Added |
| Leisure Capital Management | 15,782 | $748.0K | 0.34% | +589+3.9% | Added |
| Gables Capital Management Inc. | 15,775 | $748.0K | 0.45% | +12,417+369.8% | Added |
| CWS Financial Advisors, LLC | 15,780 | $748.0K | 0.26% | +15,780 | New |
| Executive Wealth Group LLC | 15,846 | $750.9K | 0.46% | +299+1.9% | Added |
| Cadence Bank NA | 15,856 | $751.0K | 0.20% | −424−2.6% | Reduced |
| Columbia Asset Management | 15,905 | $754.0K | 0.15% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 15,950 | $756.0K | 0.49% | −11,598−42.1% | Reduced |
| VeraBank, N.A. | 16,014 | $759.0K | 0.38% | 00.0% | Unchanged |
| Brighton Jones LLC | 16,039 | $760.0K | 0.04% | +854+5.6% | Added |
| Lindbrook Capital, LLC | 16,043 | $760.0K | 0.12% | +12,216+319.2% | Added |
| Essex Savings Bank | 16,049 | $761.0K | 0.26% | +1,094+7.3% | Added |
| Metis Global Partners, LLC | 16,072 | $762.0K | 0.21% | +16,072 | New |
| Westbourne Investment Advisors, Inc. | 16,099 | $763.0K | 0.30% | +16,099 | New |
| Kovack Advisors, Inc. | 16,207 | $768.0K | 0.07% | −124−0.8% | Reduced |
| Checchi Capital Advisers, LLC | 16,225 | $769.0K | 0.08% | −1,136−6.5% | Reduced |
| Spinnaker Trust | 16,467 | $780.0K | 0.05% | −95−0.6% | Reduced |
| Grace Capital | 16,500 | $782.0K | 0.46% | +1,000+6.5% | Added |
| Personal Cfo Solutions, LLC | 16,527 | $783.0K | 0.15% | −2,742−14.2% | Reduced |
| Sunflower Bank, N.A. | 16,512 | $783.0K | 0.11% | +231+1.4% | Added |
| ETF Store, Inc. | 15,708 | $790.0K | 0.60% | +15,708 | New |
| Evercore Wealth Management, LLC | 16,690 | $791.0K | 0.01% | −1,500−8.2% | Reduced |
| Westshore Wealth, LLC | 16,699 | $791.0K | 0.54% | +230+1.4% | Added |
| Patron Partners Advisors, LLC | 16,709 | $792.0K | 0.52% | −523−3.0% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 16,788 | $796.0K | 0.03% | +13+0.1% | Added |
| Ritholtz Wealth Management | 16,866 | $799.0K | 0.05% | −293−1.7% | Reduced |
| Oak Asset Management, LLC | 16,887 | $800.0K | 0.31% | −1,230−6.8% | Reduced |
| Principle Wealth Partners LLC | 16,883 | $800.0K | 0.08% | +1,450+9.4% | Added |
| Foster Group, Inc. | 16,951 | $803.0K | 0.07% | −120−0.7% | Reduced |
| ARGI Investment Services, LLC | 16,938 | $803.0K | 0.02% | +585+3.6% | Added |
| HCR Wealth Advisors | 16,972 | $804.0K | 0.12% | −586−3.3% | Reduced |
| Invst, LLC | 15,521 | $806.0K | 0.13% | +2,194+16.5% | Added |
| Allegheny Financial Group LTD | 17,042 | $808.0K | 0.32% | −20.0% | Reduced |
| Hoylecohen, LLC | 17,178 | $814.0K | 0.07% | −1,230−6.7% | Reduced |
| Sentry Investment Management LLC | 17,244 | $817.0K | 0.21% | 00.0% | Unchanged |
| Thomasville National Bank | 17,264 | $818.0K | 0.08% | +1,310+8.2% | Added |
| Latitude Advisors, LLC | 17,265 | $818.0K | 0.23% | +2,373+15.9% | Added |
| Jaffetilchin Investment Partners, LLC | 17,304 | $820.0K | 0.08% | −1,746−9.2% | Reduced |
| Barrett Asset Management, LLC | 17,309 | $820.0K | 0.03% | +69+0.4% | Added |
| Ashfield Capital Partners, LLC | 17,327 | $821.0K | 0.05% | −1,600−8.5% | Reduced |
| Botty Investors LLC | 17,000 | $821.0K | 0.24% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 17,372 | $823.0K | 0.39% | −144−0.8% | Reduced |
| Moody Lynn & Lieberson, LLC | 17,396 | $824.0K | 0.06% | +98+0.6% | Added |
| Bickling Financial Services, Inc. | 17,439 | $826.0K | 0.40% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 17,610 | $835.0K | 0.21% | 00.0% | Unchanged |
| Clarius Group, LLC | 17,631 | $836.0K | 0.07% | −1,618−8.4% | Reduced |
| Resource Management, LLC | 17,681 | $838.0K | 0.09% | −1,139−6.1% | Reduced |
| Eagle Global Advisors LLC | 17,692 | $838.0K | 0.05% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 17,382 | $839.0K | 0.07% | −2,091−10.7% | Reduced |
| Reilly Financial Advisors, LLC | 17,735 | $840.0K | 0.06% | −23−0.1% | Reduced |
| Wellington Shields & Co., LLC | 17,720 | $840.0K | 0.17% | +16+0.1% | Added |
| GSB Wealth Management, LLC | 17,726 | $840.0K | 0.24% | +1,626+10.1% | Added |
| Sequoia Financial Advisors, LLC | 17,718 | $840.0K | 0.02% | +17,718 | New |
| Mid-American Wealth Advisory Group, Inc. | 17,723 | $840.0K | 0.67% | +17,723 | New |
| Tokio Marine Asset Management Co Ltd | 17,763 | $842.0K | 0.07% | +1,535+9.5% | Added |
| Exencial Wealth Advisors, LLC | 17,782 | $843.0K | 0.04% | +1,905+12.0% | Added |
| Intrua Financial, LLC | 17,803 | $844.0K | 0.15% | −142−0.8% | Reduced |