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 |
|---|---|---|---|---|---|
| ERTS Wealth Advisors, LLC | 4,462 | $212.0K | 0.05% | +9+0.2% | Added |
| True North Advisors, LLC | 4,477 | $212.0K | 0.04% | +4,477 | New |
| Act Wealth Management, LLC | 4,497 | $213.0K | 0.12% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 4,516 | $214.0K | 0.04% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 4,511 | $214.0K | 0.07% | +115+2.6% | Added |
| Two Sigma Securities, LLC | 4,542 | $215.0K | 0.04% | −23,427−83.8% | Reduced |
| Concord Wealth Partners | 4,534 | $215.0K | 0.05% | +1,433+46.2% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,275 | $215.0K | 0.13% | +4,275 | New |
| Retirement Planning Co of New England, Inc. | 4,556 | $215.0K | 0.10% | +4,556 | New |
| Jmac Enterprises LLC | 4,290 | $216.0K | 0.05% | +4,290 | New |
| HYA Advisors, Inc | 4,586 | $217.0K | 0.08% | −567−11.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 4,604 | $218.0K | 0.07% | −1,000−17.8% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 4,590 | $218.0K | 0.06% | −365−7.4% | Reduced |
| Weaver Consulting Group | 4,608 | $218.0K | 0.10% | +193+4.4% | Added |
| Financial Advisory Group | 4,600 | $218.0K | 0.04% | +200+4.5% | Added |
| Elmwood Wealth Management, Inc. | 4,597 | $218.0K | 0.10% | +4,597 | New |
| Chilton Capital Management LLC | 4,613 | $219.0K | 0.01% | −1,455−24.0% | Reduced |
| Woodmont Investment Counsel LLC | 4,626 | $219.0K | 0.03% | −110−2.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 4,624 | $219.0K | 0.02% | +50+1.1% | Added |
| Manhattan West Asset Management, LLC | 4,631 | $219.0K | 0.13% | +4,631 | New |
| Well Done, LLC | 4,648 | $220.0K | 0.04% | −291−5.9% | Reduced |
| Mosaic Family Wealth, LLC | 4,646 | $220.0K | 0.06% | +12+0.3% | Added |
| Seizert Capital Partners, LLC | 4,653 | $221.0K | 0.01% | −1,875−28.7% | Reduced |
| Wealth Alliance | 4,661 | $221.0K | 0.04% | +151+3.3% | Added |
| German American Bancorp, Inc. | 4,687 | $222.0K | 0.03% | +4,687 | New |
| Wealth Management Associates, Inc. | 4,694 | $222.5K | 0.12% | +28+0.6% | Added |
| DT Investment Partners, LLC | 4,712 | $223.0K | 0.03% | −2,624−35.8% | Reduced |
| Byrne Asset Management LLC | 4,730 | $224.0K | 0.15% | +4,730 | New |
| TownSquare Capital, LLC | 4,750 | $225.0K | 0.01% | −536−10.1% | Reduced |
| Tanaka Capital Management Inc | 4,740 | $225.0K | 0.43% | −160−3.3% | Reduced |
| Sand Hill Global Advisors, LLC | 4,748 | $225.0K | 0.01% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 4,746 | $225.0K | 0.10% | +128+2.8% | Added |
| Alterna Wealth Management, Inc | 4,753 | $225.0K | 0.19% | +4,753 | New |
| WESPAC Advisors, LLC | 4,764 | $226.0K | 0.15% | 00.0% | Unchanged |
| Day & Ennis, LLC | 4,764 | $226.0K | 0.07% | −11−0.2% | Reduced |
| Sovereign Financial Group, Inc. | 4,770 | $226.0K | 0.09% | +179+3.9% | Added |
| Corrigan Financial, Inc. | 4,782 | $226.6K | 0.07% | 00.0% | Unchanged |
| Legacy Wealth Planning, LLC | 4,800 | $227.0K | 0.26% | −1,369−22.2% | Reduced |
| Cranbrook Wealth Management, LLC | 4,793 | $227.0K | 0.05% | +8+0.2% | Added |
| Pure Financial Advisors, Inc. | 4,795 | $227.0K | 0.01% | +149+3.2% | Added |
| Legacy Financial Advisors, Inc. | 4,786 | $227.0K | 0.05% | +157+3.4% | Added |
| Horizon Wealth Management, LLC | 4,800 | $227.0K | 0.07% | +4,800 | New |
| Birch Hill Investment Advisors LLC | 4,805 | $228.0K | 0.01% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 4,842 | $229.0K | 0.11% | 00.0% | Unchanged |
| Graypoint LLC | 4,833 | $229.0K | 0.02% | +48+1.0% | Added |
| Selective Wealth Management, Inc. | 4,844 | $230.0K | 0.09% | −200−4.0% | Reduced |
| Merriman Wealth Management, LLC | 4,867 | $231.0K | 0.02% | −7,306−60.0% | Reduced |
| Sonata Capital Group Inc | 4,864 | $231.0K | 0.10% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 4,890 | $232.0K | 0.07% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4,918 | $232.0K | 0.04% | +753+18.1% | Added |
| M&R Capital Management Inc | 4,908 | $232.0K | 0.05% | +2,633+115.7% | Added |
| BerganKDV Wealth Management, LLC | 4,918 | $233.0K | 0.02% | +3,099+170.4% | Added |
| Meiji Yasuda Life Insurance Co | 4,907 | $233.0K | 0.00% | +4,907 | New |
| Courier Capital LLC | 4,939 | $234.0K | 0.02% | 00.0% | Unchanged |
| White Pine Investment CO | 4,966 | $235.0K | 0.08% | −584−10.5% | Reduced |
| Kolinsky Wealth Management, LLC | 4,967 | $235.0K | 0.22% | +4,967 | New |
| Vigilant Capital Management, LLC | 4,988 | $236.0K | 0.02% | +4,185+521.2% | Added |
| Fosun International Ltd | 5,000 | $237.0K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 4,998 | $237.0K | 0.04% | −79−1.6% | Reduced |
| Gries Financial LLC | 5,005 | $237.0K | 0.10% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 4,992 | $237.0K | 0.21% | 00.0% | Unchanged |
| Apeiron RIA LLC | 5,000 | $237.0K | 0.10% | +5,000 | New |
| Mairs & Power Inc | 5,021 | $238.0K | 0.00% | +20.0% | Added |
| WealthCare Investment Partners, LLC | 5,024 | $238.0K | 0.23% | +5,024 | New |
| Carson Advisory Inc. | 5,014 | $238.0K | 0.24% | +5,014 | New |
| Redhawk Wealth Advisors, Inc. | 5,069 | $240.0K | 0.06% | +5,069 | New |
| Keb Asset Management, LLC | 5,064 | $240.0K | 0.15% | +5,064 | New |
| Zullo Investment Group, Inc. | 5,061 | $240.0K | 0.12% | +5,061 | New |
| Mezzasalma Advisors, LLC | 5,082 | $241.0K | 0.13% | −1,342−20.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,899 | $242.0K | 0.01% | −3,554−37.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,100 | $242.0K | 0.02% | −1,348−20.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,110 | $242.0K | 0.02% | +5,110 | New |
| Ahrens Investment Partners LLC | 5,101 | $242.0K | 0.11% | +5,101 | New |
| 9258 Wealth Management, LLC | 5,169 | $245.0K | 0.06% | −298−5.5% | Reduced |
| Community Bank, N.A. | 5,166 | $245.0K | 0.03% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 5,168 | $245.0K | 0.07% | +506+10.9% | Added |
| Plante Moran Financial Advisors, LLC | 5,201 | $246.0K | 0.04% | −3,576−40.7% | Reduced |
| Enterprise Financial Services Corp | 5,197 | $246.0K | 0.04% | −189−3.5% | Reduced |
| Aspen Investment Management Inc | 5,190 | $246.0K | 0.12% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 5,192 | $246.0K | 0.07% | +203+4.1% | Added |
| Cannell Peter B & Co Inc | 5,215 | $247.0K | 0.01% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 5,218 | $247.0K | 0.04% | +7+0.1% | Added |
| Howard Financial Services, Ltd. | 5,222 | $247.0K | 0.07% | +645+14.1% | Added |
| Brandywine Oak Private Wealth LLC | 5,241 | $248.0K | 0.03% | −38−0.7% | Reduced |
| Herold Advisors, Inc. | 5,245 | $248.0K | 0.10% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 5,244 | $248.0K | 0.06% | +92+1.8% | Added |
| Heartland Bank & Trust Co | 5,260 | $249.0K | 0.18% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 5,200 | $249.0K | 0.08% | +545+11.7% | Added |
| Toth Financial Advisory Corp | 5,305 | $251.0K | 0.03% | −88−1.6% | Reduced |
| Madden Securities Corp | 5,306 | $251.0K | 0.12% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5,291 | $251.0K | 0.04% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5,326 | $252.0K | 0.01% | +5,326 | New |
| Morris Financial Concepts, Inc. | 5,322 | $252.0K | 0.21% | +5,322 | New |
| Schechter Investment Advisors, LLC | 5,298 | $252.0K | 0.02% | +5,298 | New |
| St Germain D J Co Inc | 5,337 | $253.0K | 0.01% | −865−13.9% | Reduced |
| WMS Partners, LLC | 5,345 | $253.0K | 0.05% | −610−10.2% | Reduced |
| Univest Financial Corp | 5,330 | $253.0K | 0.06% | 00.0% | Unchanged |
| First Financial Corp | 5,350 | $254.0K | 0.16% | 00.0% | Unchanged |
| Mechanics Financial Corp | 5,365 | $254.0K | 0.12% | +5,365 | New |
| 626 Financial, LLC | 5,368 | $254.0K | 0.16% | +5,368 | New |