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 |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 690 | $33.0K | 0.01% | +6+0.9% | Added |
| Shore Point Advisors, LLC | 697 | $33.0K | 0.03% | +697 | New |
| Baron Financial Group, LLC | 700 | $33.2K | 0.02% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 727 | $34.0K | 0.03% | +727 | New |
| AGF Investments LLC | 744 | $35.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 735 | $35.0K | 0.01% | +6+0.8% | Added |
| Rather & Kittrell, Inc. | 744 | $35.0K | 0.03% | +744 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 760 | $36.0K | 0.02% | +140+22.6% | Added |
| Ahl Investment Management, Inc. | 750 | $36.0K | 0.03% | +750 | New |
| Optiver Holding B.V. | 805 | $37.0K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 788 | $37.0K | 0.03% | +788 | New |
| Exane Derivatives | 796 | $37.7K | 0.01% | +257+47.7% | Added |
| Intelligent Financial Strategies | 800 | $38.0K | 0.03% | +800 | New |
| Carroll Investors, Inc | 810 | $38.0K | 0.02% | +810 | New |
| American National Bank | 823 | $39.0K | 0.01% | +823 | New |
| RWM Asset Management, LLC | 883 | $42.0K | 0.01% | +17+2.0% | Added |
| Paragon Capital Management Ltd | 908 | $43.0K | 0.01% | +908 | New |
| Wolff Wiese Magana LLC | 933 | $44.0K | 0.03% | +4+0.4% | Added |
| Copeland Capital Management, LLC | 943 | $45.0K | 0.00% | −455−32.5% | Reduced |
| Earnest Partners LLC | 940 | $45.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 968 | $46.0K | 0.02% | −229−19.1% | Reduced |
| MV Capital Management, Inc. | 962 | $46.0K | 0.01% | −92−8.7% | Reduced |
| Corsicana & Co. | 963 | $46.0K | 0.03% | 00.0% | Unchanged |
| SBK Financial, Inc. | 975 | $46.0K | 0.04% | +975 | New |
| Quent Capital, LLC | 965 | $46.0K | 0.01% | +965 | New |
| Tower View Investment Management & Research LLC | 1,000 | $47.0K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,000 | $47.0K | 0.03% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 995 | $47.0K | 0.02% | +995 | New |
| Horizon Financial Services, LLC | 1,000 | $47.4K | 0.03% | +1,000 | New |
| FSB Premier Wealth Management, Inc. | 1,033 | $48.0K | 0.02% | +1,033 | New |
| Ossiam | 1,010 | $48.0K | 0.00% | +1,010 | New |
| Tradewinds Capital Management, LLC | 1,032 | $49.0K | 0.01% | −100−8.8% | Reduced |
| Tacita Capital Inc | 1,025 | $49.0K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,027 | $49.0K | 0.02% | +7+0.7% | Added |
| Cornerstone Management, Inc. | 1,051 | $49.8K | 0.01% | +1,051 | New |
| Larson Financial Group LLC | 1,057 | $50.0K | 0.01% | −10,777−91.1% | Reduced |
| West Paces Advisors Inc. | 1,064 | $50.4K | 0.02% | +28+2.7% | Added |
| RGT Wealth Advisors, LLC | 1,075 | $51.0K | 0.01% | +1,075 | New |
| Total Clarity Wealth Management, Inc. | 1,100 | $52.0K | 0.02% | −10,400−90.4% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,147 | $54.0K | 0.02% | +1,147 | New |
| First PREMIER Bank | 1,190 | $56.0K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,177 | $56.0K | 0.04% | +9+0.8% | Added |
| McClarren Financial Advisors, Inc. | 1,202 | $57.0K | 0.04% | −574−32.3% | Reduced |
| Stephenson National Bank & Trust | 1,200 | $57.0K | 0.03% | 00.0% | Unchanged |
| Bleichroeder LP | 1,200 | $57.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,197 | $57.0K | 0.04% | 00.0% | Unchanged |
| American State Bank (Iowa) | 1,220 | $57.8K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1,238 | $58.0K | 0.01% | −850−40.7% | Reduced |
| West Branch Capital LLC | 1,215 | $58.0K | 0.02% | 00.0% | Unchanged |
| Surevest, LLC | 1,222 | $58.0K | 0.01% | +1,222 | New |
| Kozak & Associates, Inc. | 1,203 | $62.0K | 0.04% | +21+1.8% | Added |
| Norwood Financial Corp | 1,310 | $62.0K | 0.09% | +1,310 | New |
| Carolina Wealth Advisors, LLC | 1,325 | $63.0K | 0.04% | −9,442−87.7% | Reduced |
| Canton Hathaway, LLC | 1,340 | $64.0K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,364 | $65.0K | 0.03% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,362 | $65.0K | 0.01% | +6+0.4% | Added |
| Curi Capital | 1,415 | $67.0K | 0.01% | +1,415 | New |
| Timber Creek Capital Management LLC | 1,440 | $68.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,461 | $69.0K | 0.02% | +1,461 | New |
| Glassman Wealth Services | 1,497 | $71.0K | 0.01% | −1,208−44.7% | Reduced |
| Veritas Investment Management (UK) Ltd | 1,500 | $71.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,500 | $71.0K | 0.04% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 1,500 | $71.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,492 | $71.0K | 0.01% | +87+6.2% | Added |
| Global Financial Private Client, LLC | 1,530 | $72.5K | 0.04% | +1,004+190.9% | Added |
| Rock Creek Group, LP | 1,534 | $73.0K | 0.01% | −198−11.4% | Reduced |
| Clearview Wealth Advisors LLC | 1,599 | $76.0K | 0.05% | −44−2.7% | Reduced |
| Hoese & Co LLP | 1,600 | $76.0K | 0.08% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,600 | $76.0K | 0.15% | +1,600 | New |
| Sawyer & Company, Inc | 1,650 | $78.0K | 0.03% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1,668 | $79.0K | 0.01% | −47−2.7% | Reduced |
| Accel Wealth Management | 1,665 | $79.0K | 0.04% | +5+0.3% | Added |
| Glen Eagle Advisors, LLC | 1,677 | $79.5K | 0.02% | +194+13.1% | Added |
| Lake Point Wealth Management | 1,712 | $81.0K | 0.04% | +1+0.1% | Added |
| Security Financial Services, INC. | 1,767 | $84.0K | 0.03% | +1,767 | New |
| Sierra Capital LLC | 1,788 | $85.0K | 0.01% | +200+12.6% | Added |
| Kelly Financial Services LLC | 1,991 | $94.3K | 0.04% | +13+0.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 2,000 | $95.0K | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 2,030 | $96.0K | 0.01% | −500−19.8% | Reduced |
| Atticus Wealth Management, LLC | 2,032 | $96.0K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 2,095 | $99.0K | 0.05% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,136 | $101.0K | 0.03% | +2,136 | New |
| Carolinas Wealth Consulting LLC | 2,147 | $104.0K | 0.02% | −255−10.6% | Reduced |
| Commons Capital, LLC | 2,236 | $106.0K | 0.11% | +2,236 | New |
| Logan Capital Management Inc | 2,307 | $109.0K | 0.00% | −288−11.1% | Reduced |
| Tompkins Financial Corp | 2,300 | $109.0K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,300 | $109.0K | 0.07% | 00.0% | Unchanged |
| O'Dell Group, LLC | 2,302 | $109.0K | 0.03% | +257+12.6% | Added |
| Fortis Advisors, LLC | 2,365 | $112.0K | 0.07% | +2,365 | New |
| Amplius Wealth Advisors, LLC | 2,400 | $113.0K | 0.02% | +2,400 | New |
| Covestor Ltd | 2,377 | $113.0K | 0.16% | +2,377 | New |
| High Net Worth Advisory Group LLC | 2,379 | $113.0K | 0.04% | +2,379 | New |
| Center for Financial Planning, Inc. | 2,416 | $114.0K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 2,400 | $114.0K | 0.07% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,447 | $116.0K | 0.12% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 2,472 | $117.0K | 0.16% | −1,200−32.7% | Reduced |
| Prestige Wealth Management Group LLC | 2,522 | $119.0K | 0.03% | −80−3.1% | Reduced |
| RE Dickinson Investment Advisors, LLC | 2,520 | $119.0K | 0.09% | +2,520 | New |
| Islay Capital Management, LLC | 2,534 | $120.0K | 0.09% | +20+0.8% | Added |
| Pacific Center for Financial Services | 2,553 | $121.0K | 0.05% | 00.0% | Unchanged |