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 |
|---|---|---|---|---|---|
| Future Financial Wealth Managment LLC | 2,520 | $121.0K | 0.10% | +2,520 | New |
| GPS Wealth Strategies Group, LLC | 2,582 | $122.0K | 0.03% | +710+37.9% | Added |
| Veritas Investment Partners (UK) Ltd. | 2,600 | $123.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 2,604 | $123.0K | 0.03% | +18+0.7% | Added |
| AlphaMark Advisors, LLC | 2,622 | $124.0K | 0.04% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,725 | $129.0K | 0.06% | +2,725 | New |
| Norway Savings Bank | 2,773 | $131.0K | 0.06% | +284+11.4% | Added |
| JJJ Advisors Inc. | 2,803 | $133.0K | 0.04% | +4+0.1% | Added |
| Archer Investment Corp | 2,862 | $135.6K | 0.05% | +22+0.8% | Added |
| Lloyd Advisory Services, LLC. | 2,888 | $137.0K | 0.06% | +54+1.9% | Added |
| Antonetti Capital Management LLC | 2,955 | $140.0K | 0.11% | −75−2.5% | Reduced |
| First National Bank of South Miami | 2,955 | $140.0K | 0.08% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2,988 | $142.0K | 0.04% | +35+1.2% | Added |
| WFA of San Diego, LLC | 3,012 | $143.0K | 0.08% | +3,012 | New |
| Monolith Advisors | 3,002 | $143.0K | 0.11% | +3,002 | New |
| JFS Wealth Advisors, LLC | 3,029 | $144.0K | 0.01% | +395+15.0% | Added |
| Edge Wealth Management LLC | 3,062 | $145.0K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 3,066 | $145.0K | 0.07% | −45−1.4% | Reduced |
| Laurel Wealth Advisors LLC | 3,105 | $147.0K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 3,120 | $148.0K | 0.04% | +3,120 | New |
| Central Bank & Trust Co | 3,155 | $149.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 3,157 | $150.0K | 0.05% | +1,432+83.0% | Added |
| Sargent Bickham Lagudis LLC | 3,181 | $151.0K | 0.01% | −30,042−90.4% | Reduced |
| Versant Capital Management, Inc | 3,188 | $151.0K | 0.05% | −1,500−32.0% | Reduced |
| Acropolis Investment Management, LLC | 3,235 | $153.0K | 0.01% | −370−10.3% | Reduced |
| First Command Bank | 3,383 | $154.0K | 0.03% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 3,257 | $155.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 3,300 | $156.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3,310 | $157.0K | 0.01% | +352+11.9% | Added |
| West Oak Capital, LLC | 3,360 | $159.0K | 0.06% | −175−5.0% | Reduced |
| CNB Bank | 3,349 | $159.0K | 0.09% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 3,395 | $160.0K | 0.00% | +150+4.6% | Added |
| Marshall Wace, LLP | 3,462 | $164.0K | 0.00% | −4,164−54.6% | Reduced |
| Acima Private Wealth, LLC | 3,452 | $164.0K | 0.07% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 3,400 | $164.0K | 0.14% | 00.0% | Unchanged |
| Beecher Investors Inc | 3,460 | $164.0K | 0.20% | +3,460 | New |
| Bogart Wealth, LLC | 3,579 | $170.0K | 0.02% | −104,794−96.7% | Reduced |
| Piscataqua Savings Bank | 3,627 | $172.0K | 0.14% | 00.0% | Unchanged |
| Key Financial Inc | 3,647 | $173.0K | 0.09% | +881+31.9% | Added |
| PFS Partners, LLC | 3,665 | $173.7K | 0.13% | +3,665 | New |
| Bellevue Asset Management, LLC | 3,723 | $176.0K | 0.10% | +9+0.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,708 | $176.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 3,776 | $179.0K | 0.02% | +31+0.8% | Added |
| Harbor Investment Advisory, LLC | 3,800 | $180.0K | 0.02% | +77+2.1% | Added |
| Eagle Bay Advisors LLC | 3,799 | $181.0K | 0.12% | −786−17.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 3,825 | $181.0K | 0.09% | −388−9.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 3,857 | $183.0K | 0.04% | +39+1.0% | Added |
| Sittner & Nelson, LLC | 3,912 | $185.0K | 0.11% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,936 | $187.0K | 0.03% | −1,409−26.4% | Reduced |
| Stonebridge Capital Advisors LLC | 3,977 | $188.0K | 0.02% | +462+13.1% | Added |
| Addison Advisors LLC | 3,959 | $188.0K | 0.12% | +3,156+393.0% | Added |
| Roble, Belko & Company, Inc | 4,015 | $190.0K | 0.04% | +297+8.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 4,006 | $190.0K | 0.17% | +4,006 | New |
| Evolution Advisers, Inc. | 3,996 | $192.0K | 0.14% | +3,996 | New |
| Private Capital Group, LLC | 4,004 | $193.0K | 0.04% | −637−13.7% | Reduced |
| Sutton Wealth Advisors Inc. | 4,097 | $194.2K | 0.06% | −1,182−22.4% | Reduced |
| Advisor OS, LLC | 4,213 | $200.0K | 0.04% | +4,213 | New |
| Summit Financial Strategies, Inc. | 4,234 | $201.0K | 0.04% | −1,850−30.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,238 | $201.0K | 0.05% | −400−8.6% | Reduced |
| Beaumont Financial Partners, LLC | 4,231 | $201.0K | 0.01% | +4,231 | New |
| YHB Investment Advisors, Inc. | 4,236 | $201.0K | 0.02% | +4,236 | New |
| Signet Financial Management, LLC | 4,244 | $201.0K | 0.03% | +4,244 | New |
| Scissortail Wealth Management, LLC | 4,245 | $201.0K | 0.08% | +4,245 | New |
| Hills Bank & Trust Co | 4,269 | $202.0K | 0.03% | −2,477−36.7% | Reduced |
| Evermay Wealth Management LLC | 4,267 | $202.0K | 0.04% | −72−1.7% | Reduced |
| BancorpSouth Bank | 4,263 | $202.0K | 0.03% | +4,263 | New |
| Donald L. Hagan, LLC | 4,290 | $203.0K | 0.10% | −595−12.2% | Reduced |
| Powell Investment Advisors, LLC | 4,200 | $203.0K | 0.12% | +4,200 | New |
| Kerntke Otto McGlone Wealth Management Group | 4,285 | $203.0K | 0.25% | +4,285 | New |
| One Charles Private Wealth Services, LLC | 4,311 | $204.0K | 0.12% | −2,129−33.1% | Reduced |
| Engrave Wealth Partners LLC | 4,306 | $204.0K | 0.06% | −133−3.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,307 | $204.0K | 0.02% | +63+1.5% | Added |
| SRS Capital Advisors, Inc. | 4,296 | $204.0K | 0.03% | +189+4.6% | Added |
| First Command Financial Services, Inc. | 4,304 | $204.0K | 0.03% | +921+27.2% | Added |
| Atalanta Sosnoff Capital, LLC | 4,297 | $204.0K | 0.00% | +4,297 | New |
| Ironwood Investment Counsel, LLC | 4,340 | $205.0K | 0.05% | +4,340 | New |
| Perennial Investment Advisors, LLC | 4,301 | $205.0K | 0.06% | +4,301 | New |
| Opal Wealth Advisors, LLC | 4,320 | $205.0K | 0.13% | +4,320 | New |
| Paradigm, Strategies in Wealth Management, LLC | 4,319 | $205.0K | 0.21% | +4,319 | New |
| Trust Co of Toledo NA | 4,339 | $206.0K | 0.03% | −338−7.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,355 | $206.0K | 0.13% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 4,356 | $206.0K | 0.02% | +4,356 | New |
| MBA Advisors LLC | 4,376 | $207.0K | 0.13% | −495−10.2% | Reduced |
| Cubic Asset Management, LLC | 4,368 | $207.0K | 0.05% | +4,368 | New |
| Lehman & Derafelo Financial Resources LLC | 4,376 | $207.0K | 0.06% | +4,376 | New |
| Creative Financial Designs Inc | 4,386 | $208.0K | 0.03% | −8−0.2% | Reduced |
| Country Club Trust Company, n.a. | 4,405 | $208.0K | 0.02% | +4,405 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,400 | $209.0K | 0.02% | +4,400 | New |
| Chickasaw Capital Management LLC | 4,400 | $209.0K | 0.01% | +4,400 | New |
| Fortitude Advisory Group L.L.C. | 4,405 | $209.0K | 0.11% | +4,405 | New |
| Vestor Capital, LLC | 4,430 | $210.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 4,437 | $210.0K | 0.04% | +98+2.3% | Added |
| Aft, Forsyth & Company, Inc. | 4,425 | $210.0K | 0.11% | +4,425 | New |
| Angeles Investment Advisors, LLC | 4,422 | $210.0K | 0.01% | +4,422 | New |
| Wedmont Private Capital | 4,178 | $210.0K | 0.06% | +4,178 | New |
| Triad Financial Advisors, Inc. | 4,440 | $210.0K | 0.12% | +4,440 | New |
| Thoroughbred Financial Services, LLC | 4,464 | $211.0K | 0.04% | −597−11.8% | Reduced |
| SOL Capital Management CO | 4,460 | $211.0K | 0.04% | −200−4.3% | Reduced |
| Bragg Financial Advisors, Inc | 4,635 | $211.0K | 0.01% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 4,457 | $211.0K | 0.03% | +16+0.4% | Added |