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 |
|---|---|---|---|---|---|
| Sage Mountain Advisors LLC | 6,572 | $311.0K | 0.04% | +1,091+19.9% | Added |
| Northcape Wealth Management, LLC | 6,570 | $311.0K | 0.10% | +6,570 | New |
| Pinnacle Bancorp, Inc. | 6,614 | $313.0K | 0.11% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 6,615 | $313.0K | 0.17% | 00.0% | Unchanged |
| 1st Source Bank | 6,592 | $313.0K | 0.02% | 00.0% | Unchanged |
| J2 Capital Management Inc | 6,610 | $313.0K | 0.30% | +6,610 | New |
| LeJeune Puetz Investment Counsel LLC | 6,636 | $314.0K | 0.11% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 6,623 | $314.0K | 0.25% | +6,623 | New |
| Procyon Private Wealth Partners, LLC | 6,670 | $316.0K | 0.07% | −838−11.2% | Reduced |
| TCG Advisory Services, LLC | 6,670 | $316.0K | 0.07% | −404−5.7% | Reduced |
| State of Wyoming | 6,669 | $316.0K | 0.15% | +3,377+102.6% | Added |
| qPULA Trading Management LP | 6,677 | $316.0K | 0.56% | +6,677 | New |
| Albion Financial Group | 6,696 | $317.0K | 0.03% | −1,987−22.9% | Reduced |
| Callahan Advisors, LLC | 6,728 | $319.0K | 0.04% | +12+0.2% | Added |
| Souders Financial Advisors | 6,741 | $319.0K | 0.09% | +51+0.8% | Added |
| Northstar Group, Inc. | 6,737 | $320.0K | 0.08% | −2,947−30.4% | Reduced |
| City Holding Co | 6,252 | $320.0K | 0.05% | −1,206−16.2% | Reduced |
| Godsey & Gibb Associates | 6,748 | $320.0K | 0.10% | +6,748 | New |
| Perfromance Wealth Partners, LLC | 6,774 | $321.0K | 0.01% | +6,774 | New |
| Guyasuta Investment Advisors Inc | 6,798 | $322.0K | 0.02% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 6,815 | $323.0K | 0.07% | +6,815 | New |
| MQS Management LLC | 6,811 | $323.0K | 0.52% | +6,811 | New |
| Physicians Financial Services, Inc. | 6,829 | $324.0K | 0.12% | −1,398−17.0% | Reduced |
| Transform Wealth, LLC | 6,837 | $324.0K | 0.03% | −1,134−14.2% | Reduced |
| Wells Trecaso Financial Group, LLC | 6,841 | $324.0K | 0.14% | +5+0.1% | Added |
| Planned Solutions, Inc. | 6,850 | $325.0K | 0.22% | +6,850 | New |
| Connable Office Inc | 6,877 | $326.0K | 0.04% | 00.0% | Unchanged |
| Infusive Asset Management Inc. | 6,898 | $327.0K | 0.11% | −382−5.2% | Reduced |
| Bremer Bank National Association | 6,935 | $328.0K | 0.05% | −160−2.3% | Reduced |
| Coastline Trust Co | 6,925 | $328.0K | 0.04% | −100−1.4% | Reduced |
| Rockland Trust Co | 6,917 | $328.0K | 0.02% | −38−0.5% | Reduced |
| Pacitti Group Inc. | 6,914 | $328.0K | 0.21% | 00.0% | Unchanged |
| Vicus Capital | 6,474 | $328.0K | 0.03% | +6,474 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 6,373 | $328.0K | 0.21% | +6,373 | New |
| Peoples Financial Services Corp. | 6,947 | $329.0K | 0.13% | −800−10.3% | Reduced |
| Strategic Financial Services, Inc, | 6,937 | $329.0K | 0.02% | −193−2.7% | Reduced |
| Dowling & Yahnke LLC | 6,965 | $330.0K | 0.02% | −900−11.4% | Reduced |
| Hexagon Capital Partners LLC | 6,963 | $330.0K | 0.09% | +1,382+24.8% | Added |
| Calton & Associates, Inc. | 7,004 | $331.0K | 0.09% | −276−3.8% | Reduced |
| First Financial Bank - Trust Division | 6,980 | $331.0K | 0.03% | −124−1.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,985 | $331.0K | 0.01% | −20.0% | Reduced |
| Element Wealth, LLC | 6,982 | $331.0K | 0.25% | +161+2.4% | Added |
| Arvest Trust Co N A | 6,980 | $331.0K | 0.02% | +6,980 | New |
| Buckingham Strategic Partners | 6,994 | $331.0K | 0.07% | +6,994 | New |
| Hunter Associates Investment Management LLC | 7,000 | $332.0K | 0.09% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 7,000 | $332.0K | 0.24% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 6,998 | $332.0K | 0.03% | +650+10.2% | Added |
| JT Stratford LLC | 7,027 | $333.0K | 0.09% | −45−0.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,024 | $333.0K | 0.02% | +7,024 | New |
| DCM Advisors, LLC | 7,069 | $335.0K | 0.10% | +7,069 | New |
| Stonnington Group, LLC | 6,800 | $336.0K | 0.07% | −3,000−30.6% | Reduced |
| Atlas Private Wealth Management | 7,088 | $336.0K | 0.19% | −410−5.5% | Reduced |
| Institute for Wealth Management, LLC. | 7,086 | $336.0K | 0.05% | +5+0.1% | Added |
| Tiedemann Advisors, LLC | 6,967 | $337.0K | 0.02% | 00.0% | Unchanged |
| Cowa, LLC | 7,117 | $337.0K | 0.17% | 00.0% | Unchanged |
| PDS Planning, Inc | 7,137 | $338.0K | 0.06% | −880−11.0% | Reduced |
| King Wealth | 7,153 | $339.0K | 0.06% | −155−2.1% | Reduced |
| Greatmark Investment Partners, Inc. | 7,186 | $341.0K | 0.06% | 00.0% | Unchanged |
| Pineno Levin & Ford Asset Management, Inc. | 7,197 | $341.0K | 0.10% | +1,500+26.3% | Added |
| TD Ameritrade Investment Management, LLC | 7,244 | $343.0K | 0.00% | −988−12.0% | Reduced |
| Regent Investment Management LLC | 7,265 | $344.0K | 0.07% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 7,253 | $344.0K | 0.20% | +7,253 | New |
| Smith Anglin Financial, LLC | 7,273 | $345.0K | 0.06% | +436+6.4% | Added |
| Marble Harbor Investment Counsel, LLC | 7,311 | $346.0K | 0.04% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 7,306 | $346.0K | 0.11% | +36+0.5% | Added |
| Kenfarb & Co. | 7,300 | $346.0K | 0.25% | +7,300 | New |
| SevenBridge Financial Group, LLC | 7,342 | $348.0K | 0.11% | −1,130−13.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 7,334 | $348.0K | 0.02% | −312−4.1% | Reduced |
| Sage Investment Advisers LLC | 7,346 | $348.0K | 0.45% | +7,346 | New |
| American Century Companies Inc | 7,382 | $350.0K | 0.00% | −2,867−28.0% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 7,413 | $351.0K | 0.10% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 7,412 | $351.0K | 0.08% | +23+0.3% | Added |
| Guardian Investment Management | 15,000 | $353.0K | 0.25% | −275−1.8% | Reduced |
| Dearborn Partners LLC | 7,445 | $353.0K | 0.01% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 7,439 | $353.0K | 0.16% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 7,451 | $353.0K | 0.01% | +607+8.9% | Added |
| Jones Financial Companies LLLP | 7,460 | $354.0K | 0.00% | −1,366−15.5% | Reduced |
| Northwest Bancshares, Inc. | 7,464 | $354.0K | 0.07% | −460−5.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,500 | $355.0K | 0.00% | −197,499−96.3% | Reduced |
| Acorn Wealth Advisors, LLC | 7,497 | $355.0K | 0.23% | +776+11.5% | Added |
| DRW Securities, LLC | 7,490 | $355.0K | 0.03% | +7,490 | New |
| Wambolt & Associates, LLC | 7,531 | $357.0K | 0.13% | +27+0.4% | Added |
| Farmers Trust Co | 7,560 | $358.0K | 0.07% | −62−0.8% | Reduced |
| Delta Investment Management, LLC | 7,561 | $358.0K | 0.10% | +11+0.1% | Added |
| Plancorp, LLC | 7,549 | $358.0K | 0.02% | +138+1.9% | Added |
| Tandem Investment Advisors, Inc. | 7,582 | $359.0K | 0.02% | +7+0.1% | Added |
| Icon Advisers Inc | 7,600 | $360.0K | 0.06% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 7,592 | $360.0K | 0.05% | +7,592 | New |
| Cladis Investment Advisory, LLC | 7,600 | $360.2K | 0.29% | +7,600 | New |
| Baxter Bros Inc | 7,618 | $361.0K | 0.05% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 7,616 | $361.0K | 0.04% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 7,631 | $361.0K | 0.03% | +1,036+15.7% | Added |
| Newman Dignan & Sheerar, Inc. | 7,635 | $362.0K | 0.11% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 7,635 | $362.0K | 0.13% | +8+0.1% | Added |
| First Citizens Bank & Trust Co | 7,679 | $364.0K | 0.01% | −1,624−17.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 7,696 | $365.0K | 0.04% | +2,460+47.0% | Added |
| Lebenthal Global Advisors, LLC | 7,742 | $365.0K | 0.15% | +7,742 | New |
| HHM Wealth Advisors, LLC | 7,753 | $367.0K | 0.09% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 7,761 | $368.0K | 0.05% | +374+5.1% | Added |
| Summit Financial Wealth Advisors, LLC | 7,532 | $369.0K | 0.07% | −1,200−13.7% | Reduced |