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 |
|---|---|---|---|---|---|
| Grove Bank & Trust | 17,827 | $845.0K | 0.16% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 17,839 | $845.0K | 0.01% | +2,597+17.0% | Added |
| Bailard, Inc. | 17,844 | $846.0K | 0.03% | +410+2.4% | Added |
| RFG Advisory, LLC | 17,889 | $848.0K | 0.06% | −551−3.0% | Reduced |
| Princeton Global Asset Management LLC | 17,894 | $848.0K | 0.24% | 00.0% | Unchanged |
| Covenant Partners, LLC | 17,892 | $848.0K | 0.31% | 00.0% | Unchanged |
| Cortland Associates Inc | 17,946 | $850.0K | 0.09% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 17,947 | $850.5K | 0.46% | +17,947 | New |
| Vaughan & Co Securities, Inc. | 17,972 | $852.0K | 0.58% | +3,596+25.0% | Added |
| P.A.W. Capital Corp | 18,000 | $853.0K | 0.78% | +1,000+5.9% | Added |
| Alpha Omega Wealth Management LLC | 16,977 | $854.0K | 0.13% | +159+0.9% | Added |
| Bank of Hawaii | 18,089 | $857.0K | 0.04% | 00.0% | Unchanged |
| Bank of the West | 18,197 | $862.0K | 0.08% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 18,238 | $864.0K | 0.18% | −2,315−11.3% | Reduced |
| Bank Ozk | 18,232 | $864.0K | 0.35% | +232+1.3% | Added |
| North Star Investment Management Corp. | 18,250 | $865.0K | 0.06% | −1,834−9.1% | Reduced |
| Galvin, Gaustad & Stein, LLC | 18,311 | $868.0K | 0.07% | −9,080−33.1% | Reduced |
| Los Angeles Capital Management LLC | 18,384 | $871.0K | 0.00% | −29,568−61.7% | Reduced |
| First National Bank & Trust Co of Newtown | 18,375 | $871.0K | 0.17% | −300−1.6% | Reduced |
| Balentine LLC | 18,386 | $871.0K | 0.03% | +1,886+11.4% | Added |
| Fundamentun, LLC | 18,423 | $873.0K | 0.14% | +3,593+24.2% | Added |
| Plimoth Trust Co LLC | 18,545 | $879.0K | 0.22% | −395−2.1% | Reduced |
| Diversified Trust Co | 18,619 | $882.0K | 0.03% | +7,669+70.0% | Added |
| Boston Family Office LLC | 18,646 | $884.0K | 0.06% | −314−1.7% | Reduced |
| Segall Bryant & Hamill, LLC | 18,648 | $884.0K | 0.01% | +50+0.3% | Added |
| Royal Fund Management, LLC | 18,670 | $884.0K | 0.13% | +18,670 | New |
| Exeter Financial, LLC | 17,506 | $885.0K | 0.48% | +724+4.3% | Added |
| Radnor Capital Management, LLC | 18,768 | $889.0K | 0.22% | 00.0% | Unchanged |
| Harrison & Co Wealth Management, LLC | 18,769 | $889.0K | 0.75% | +18,769 | New |
| Woodward Diversified Capital, LLC | 18,861 | $894.0K | 0.53% | +805+4.5% | Added |
| AXS Investments LLC | 18,937 | $897.0K | 0.21% | +18,937 | New |
| Accretive Wealth Partners, LLC | 18,944 | $898.0K | 0.57% | −1,857−8.9% | Reduced |
| Great Lakes Advisors, LLC | 18,996 | $900.0K | 0.01% | −945−4.7% | Reduced |
| Altavista Wealth Management, Inc. | 19,204 | $910.0K | 0.18% | +1,220+6.8% | Added |
| Winning Points Advisors, LLC | 19,223 | $912.0K | 0.66% | −43,965−69.6% | Reduced |
| Philadelphia Trust Co | 19,325 | $916.0K | 0.07% | −190−1.0% | Reduced |
| Franklin Street Advisors Inc | 19,319 | $916.0K | 0.07% | +200+1.0% | Added |
| GFS Advisors, LLC | 19,360 | $917.0K | 0.15% | +640+3.4% | Added |
| Zhang Financial LLC | 19,388 | $919.0K | 0.16% | +457+2.4% | Added |
| Integrated Advisors Network LLC | 19,390 | $919.0K | 0.05% | +1,717+9.7% | Added |
| Western Wealth Management, LLC | 19,458 | $921.0K | 0.09% | +19,458 | New |
| Quantedge Capital Pte Ltd | 19,500 | $924.0K | 0.39% | −32,500−62.5% | Reduced |
| IFG Advisory, LLC | 19,509 | $924.0K | 0.09% | −1,576−7.5% | Reduced |
| First Nebraska Trust Co | 19,505 | $924.3K | 0.11% | 00.0% | Unchanged |
| West Chester Capital Advisors, Inc | 19,539 | $926.0K | 0.64% | +215+1.1% | Added |
| Chicago Trust Co NA | 19,557 | $927.0K | 0.18% | −256−1.3% | Reduced |
| Widmann Financial Services, Inc. | 19,655 | $931.0K | 0.77% | +19,655 | New |
| Advisory Alpha, LLC | 19,681 | $933.0K | 0.05% | +1,108+6.0% | Added |
| Kanawha Capital Management LLC | 19,700 | $934.0K | 0.08% | −6,681−25.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 19,710 | $934.0K | 0.05% | +2,431+14.1% | Added |
| Washington Trust Advisors, Inc. | 19,718 | $934.0K | 0.06% | +19,718 | New |
| Bath Savings Trust Co | 19,770 | $937.0K | 0.10% | 00.0% | Unchanged |
| Intersect Capital LLC | 19,770 | $937.0K | 0.17% | +2,515+14.6% | Added |
| Mitchell Sinkler & Starr | 19,764 | $937.0K | 0.28% | +13,542+217.6% | Added |
| Birmingham Capital Management Co Inc | 19,813 | $939.0K | 0.34% | −1,700−7.9% | Reduced |
| Duff & Phelps Investment Management Co | 19,804 | $939.0K | 0.01% | +132+0.7% | Added |
| Strategic Wealth Advisors Group, LLC | 19,828 | $944.0K | 0.04% | −755−3.7% | Reduced |
| First Hawaiian Bank | 19,944 | $945.0K | 0.03% | −2,961−12.9% | Reduced |
| Cornerstone Advisory, LLC | 19,945 | $945.0K | 0.14% | −48−0.2% | Reduced |
| Sanders Morris Harris LLC | 19,868 | $946.0K | 0.16% | −1,000−4.8% | Reduced |
| Cambria Investment Management, L.P. | 20,000 | $948.0K | 0.16% | −1,500−7.0% | Reduced |
| Samalin Investment Counsel, LLC | 20,065 | $951.0K | 0.57% | +1,339+7.2% | Added |
| Banco Santander, S.A. | 20,080 | $952.0K | 0.01% | −21−0.1% | Reduced |
| Beaton Management Co. Inc. | 20,135 | $954.0K | 0.57% | 00.0% | Unchanged |
| Signet Investment Advisory Group, Inc. | 20,170 | $956.0K | 0.54% | +550+2.8% | Added |
| Fortem Financial Group, LLC | 20,238 | $959.0K | 0.44% | +175+0.9% | Added |
| Tectonic Advisors LLC | 20,287 | $961.0K | 0.17% | +8,179+67.6% | Added |
| Taurus Asset Management, LLC | 20,560 | $974.0K | 0.09% | 00.0% | Unchanged |
| Intrust Bank NA | 20,591 | $976.0K | 0.12% | −2,327−10.2% | Reduced |
| Colony Group LLC | 20,587 | $976.0K | 0.02% | −922−4.3% | Reduced |
| Jacobi Capital Management LLC | 20,692 | $980.0K | 0.12% | −442−2.1% | Reduced |
| Ieq Capital, LLC | 20,714 | $982.0K | 0.02% | −8,646−29.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 20,774 | $984.5K | 0.23% | +2,621+14.4% | Added |
| Wright Investors Service Inc | 20,790 | $985.0K | 0.25% | −27,782−57.2% | Reduced |
| Resources Investment Advisors, LLC. | 20,780 | $985.0K | 0.04% | +2,001+10.7% | Added |
| Dodge & Cox | 21,000 | $995.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21,038 | $997.0K | 0.04% | −2,700−11.4% | Reduced |
| Burke & Herbert Bank & Trust Co | 21,103 | $1.00M | 0.59% | −69−0.3% | Reduced |
| Ziegler Capital Management, LLC | 20,931 | $1.00M | 0.04% | −2,071−9.0% | Reduced |
| Semmax Financial Advisors Inc. | 21,167 | $1.00M | 0.37% | −1,803−7.8% | Reduced |
| Empirical Finance, LLC | 21,223 | $1.01M | 0.12% | +8,986+73.4% | Added |
| Viewpoint Capital Management LLC | 21,462 | $1.02M | 0.74% | +21,462 | New |
| Mitchell McLeod Pugh & Williams Inc | 21,566 | $1.02M | 0.34% | +116+0.5% | Added |
| Mork Capital Management, LLC | 21,580 | $1.02M | 0.69% | −2,920−11.9% | Reduced |
| Steel Peak Wealth Management LLC | 21,595 | $1.02M | 0.06% | −82−0.4% | Reduced |
| Charter Research & Investment Group, Inc. | 21,667 | $1.03M | 0.81% | 00.0% | Unchanged |
| American National Insurance Co | 21,730 | $1.03M | 0.23% | −113,210−83.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 21,735 | $1.03M | 0.24% | −200−0.9% | Reduced |
| Savant Capital, LLC | 21,836 | $1.03M | 0.03% | +147+0.7% | Added |
| Moser Wealth Advisors, LLC | 21,854 | $1.04M | 0.63% | −500−2.2% | Reduced |
| XML Financial, LLC | 21,922 | $1.04M | 0.13% | −2,874−11.6% | Reduced |
| Mission Wealth Management, LP | 21,930 | $1.04M | 0.05% | +1,290+6.3% | Added |
| Ashton Thomas Private Wealth, LLC | 21,995 | $1.04M | 0.10% | +14,799+205.7% | Added |
| Nwam LLC | 22,014 | $1.04M | 0.08% | +13,429+156.4% | Added |
| Mogy Joel R Investment Counsel Inc | 22,080 | $1.05M | 0.07% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 22,067 | $1.05M | 0.20% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 22,334 | $1.06M | 0.17% | +2,179+10.8% | Added |
| Beese Fulmer Investment Management, Inc. | 22,320 | $1.06M | 0.11% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 22,350 | $1.06M | 0.37% | −100−0.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 22,365 | $1.06M | 0.01% | −309−1.4% | Reduced |