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 |
|---|---|---|---|---|---|
| Truepoint, Inc. | 5,400 | $256.0K | 0.01% | −250−4.4% | Reduced |
| Ellsworth Advisors, LLC | 5,412 | $256.0K | 0.09% | +26+0.5% | Added |
| Xcel Wealth Management, LLC | 5,409 | $256.0K | 0.07% | +5,409 | New |
| Round Table Services, LLC | 5,418 | $257.0K | 0.05% | −22−0.4% | Reduced |
| Arq Wealth Advisors, LLC | 5,428 | $257.0K | 0.18% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 5,453 | $258.0K | 0.06% | −89−1.6% | Reduced |
| BT Wealth Management LLC | 5,441 | $258.0K | 0.07% | +5,441 | New |
| Clarus Group, Inc. | 6,084 | $259.0K | 0.17% | −956−13.6% | Reduced |
| WealthShield Partners, LLC | 5,457 | $259.0K | 0.04% | +646+13.4% | Added |
| BDO Wealth Advisors, LLC | 5,487 | $260.0K | 0.03% | −1,244−18.5% | Reduced |
| Capital Investment Counsel, Inc | 5,476 | $260.0K | 0.05% | −600−9.9% | Reduced |
| Charter Trust Co | 5,500 | $261.0K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 5,527 | $262.0K | 0.11% | +12+0.2% | Added |
| Mark Stevens | 5,552 | $263.0K | 0.03% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5,551 | $263.0K | 0.03% | +4+0.1% | Added |
| Fairfield, Bush & Co. | 5,568 | $264.0K | 0.13% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,568 | $264.0K | 0.03% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 5,584 | $265.0K | 0.07% | +806+16.9% | Added |
| Bienville Capital Management, LLC | 5,500 | $266.0K | 0.19% | 00.0% | Unchanged |
| Monetary Management Group Inc | 5,626 | $267.0K | 0.07% | −4,500−44.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,641 | $267.0K | 0.04% | −900−13.8% | Reduced |
| Trustco Bank Corp N Y | 5,641 | $267.0K | 0.23% | +225+4.2% | Added |
| HBK Investments L P | 5,654 | $268.0K | 0.01% | −2,931−34.1% | Reduced |
| Weatherly Asset Management L. P. | 5,651 | $268.0K | 0.03% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 5,667 | $268.0K | 0.10% | −100−1.7% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,668 | $269.0K | 0.07% | +1,231+27.7% | Added |
| D'Orazio & Associates, Inc. | 5,671 | $269.0K | 0.06% | +1,365+31.7% | Added |
| Townsend Asset Management Corp | 5,694 | $270.0K | 0.13% | −746−11.6% | Reduced |
| CVA Family Office, LLC | 5,704 | $270.0K | 0.07% | +440+8.4% | Added |
| Nicolet Bankshares Inc | 5,740 | $272.0K | 0.06% | −468−7.5% | Reduced |
| CRA Financial Services, LLC | 5,734 | $272.0K | 0.08% | +16+0.3% | Added |
| Raleigh Capital Management Inc. | 5,740 | $272.0K | 0.28% | +5,740 | New |
| Johnson Midwest Financial, LLC | 5,753 | $273.0K | 0.20% | −274−4.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,666 | $273.0K | 0.02% | +405+7.7% | Added |
| Yarger Wealth Strategies, LLC | 5,767 | $273.0K | 0.29% | +5,767 | New |
| Aberdeen Wealth Management LLC | 5,785 | $274.0K | 0.18% | −65−1.1% | Reduced |
| Wendell David Associates Inc | 5,800 | $275.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 5,804 | $275.0K | 0.16% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 5,826 | $276.0K | 0.11% | −150−2.5% | Reduced |
| Domani Wealth, LLC | 5,832 | $276.0K | 0.05% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 5,820 | $276.0K | 0.02% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 5,855 | $277.0K | 0.19% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,845 | $277.0K | 0.01% | +106+1.8% | Added |
| BLB&B Advisors, LLC | 5,873 | $278.0K | 0.02% | −3,100−34.5% | Reduced |
| ARS Wealth Advisors Group, LLC | 5,862 | $278.0K | 0.05% | +90+1.6% | Added |
| Resources Management Corp | 5,878 | $279.0K | 0.04% | +100+1.7% | Added |
| Old North State Trust, LLC | 5,889 | $279.0K | 0.20% | +1,585+36.8% | Added |
| Strategic Blueprint, LLC | 5,888 | $279.0K | 0.04% | +5,888 | New |
| First Citizens Financial Corp | 5,912 | $280.0K | 0.20% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 5,915 | $280.3K | 0.34% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5,940 | $281.0K | 0.04% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 5,939 | $281.0K | 0.27% | +5,939 | New |
| Regent Peak Wealth Advisors LLC | 5,952 | $282.0K | 0.08% | −1,194−16.7% | Reduced |
| Barry Investment Advisors, LLC | 5,844 | $282.0K | 0.07% | +31+0.5% | Added |
| Oak Harbor Wealth Partners, LLC | 5,945 | $282.0K | 0.10% | +5,945 | New |
| Hemenway Trust Co LLC | 5,990 | $284.0K | 0.03% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 6,007 | $285.0K | 0.06% | −976−14.0% | Reduced |
| Mayfair Advisory Group, LLC | 5,853 | $285.0K | 0.38% | −76−1.3% | Reduced |
| Boenning & Scattergood, Inc. | 6,049 | $287.0K | 0.05% | −100−1.6% | Reduced |
| Summit Wealth Partners, LLC | 6,063 | $287.3K | 0.06% | +12+0.2% | Added |
| Tocqueville Asset Management L.P. | 6,080 | $288.0K | 0.00% | −718−10.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,071 | $288.0K | 0.03% | −12−0.2% | Reduced |
| Silvant Capital Management LLC | 5,966 | $288.0K | 0.05% | 00.0% | Unchanged |
| Defender Capital, LLC. | 6,086 | $288.0K | 0.09% | +6,086 | New |
| NTB Financial Corp | 6,100 | $289.0K | 0.20% | +6,100 | New |
| Arrow Financial Corp | 6,131 | $290.0K | 0.03% | −100−1.6% | Reduced |
| Proficio Capital Partners LLC | 6,116 | $290.0K | 0.04% | −30−0.5% | Reduced |
| Abbrea Capital, LLC | 6,015 | $290.0K | 0.04% | +300+5.2% | Added |
| First National Bank of Omaha | 6,125 | $290.0K | 0.01% | +1,282+26.5% | Added |
| Keeley-Teton Advisors, LLC | 6,120 | $290.0K | 0.03% | +6,120 | New |
| Main Street Financial Solutions, LLC | 6,132 | $291.0K | 0.04% | −127−2.0% | Reduced |
| First United Bank Trust | 6,181 | $293.0K | 0.11% | +6,181 | New |
| Claro Advisors LLC | 6,200 | $294.0K | 0.11% | +46+0.7% | Added |
| Barr E S & Co | 6,198 | $294.0K | 0.02% | +346+5.9% | Added |
| Americana Partners, LLC | 6,246 | $295.0K | 0.05% | −21,214−77.3% | Reduced |
| Financial Management Professionals, Inc. | 6,232 | $295.0K | 0.06% | +12+0.2% | Added |
| Eubel Brady & Suttman Asset Management Inc | 6,234 | $295.0K | 0.06% | +94+1.5% | Added |
| Insight Advisors, LLC | 6,272 | $297.0K | 0.09% | −68−1.1% | Reduced |
| WealthTrust Axiom LLC | 6,291 | $298.0K | 0.10% | 00.0% | Unchanged |
| TSFG, LLC | 6,310 | $299.0K | 0.10% | −77−1.2% | Reduced |
| Webster Bank, N. A. | 6,309 | $299.0K | 0.03% | 00.0% | Unchanged |
| Krilogy Financial LLC | 6,331 | $300.0K | 0.03% | +6,331 | New |
| Industrial Alliance Investment Management Inc. | 6,343 | $301.0K | 0.01% | +6,343 | New |
| Beck Mack & Oliver LLC | 6,380 | $302.0K | 0.01% | 00.0% | Unchanged |
| Financial Architects, Inc | 6,385 | $303.0K | 0.04% | −194−2.9% | Reduced |
| StrategIQ Financial Group, LLC | 6,397 | $303.0K | 0.03% | +6,397 | New |
| Baker Avenue Asset Management, LP | 6,414 | $304.0K | 0.02% | +886+16.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,439 | $305.0K | 0.16% | 00.0% | Unchanged |
| Avalon Investment & Advisory | 6,461 | $306.0K | 0.01% | −630−8.9% | Reduced |
| Boston Common Asset Management, LLC | 6,451 | $306.0K | 0.01% | +322+5.3% | Added |
| Carlson Capital Management | 6,470 | $307.0K | 0.03% | −981−13.2% | Reduced |
| Smithfield Trust Co | 6,445 | $307.0K | 0.02% | +50+0.8% | Added |
| Wealth Effects LLC | 6,475 | $307.0K | 0.13% | +6,475 | New |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $308.0K | 0.09% | 00.0% | Unchanged |
| Minot Wealth Management LLC | 6,520 | $309.0K | 0.06% | −1,051−13.9% | Reduced |
| FLC Capital Advisors | 6,526 | $309.0K | 0.09% | −1,000−13.3% | Reduced |
| West Bancorporation Inc | 6,530 | $309.0K | 0.24% | +6,530 | New |
| Keystone Financial Group | 6,543 | $310.0K | 0.05% | +26+0.4% | Added |
| Compass Financial Advisors LLC | 6,542 | $310.0K | 0.34% | +6,542 | New |
| Summit Trail Advisors, LLC | 6,438 | $311.0K | 0.02% | −1,058−14.1% | Reduced |