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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| BancFirst Trust & Investment Management | 7,797 | $370.0K | 0.29% | +7,797 | New |
| Harvey Investment Co LLC | 7,833 | $371.0K | 0.04% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 7,826 | $371.0K | 0.07% | +529+7.2% | Added |
| Alpha Cubed Investments, LLC | 7,853 | $372.0K | 0.02% | −4,850−38.2% | Reduced |
| SP Asset Management | 7,355 | $372.0K | 0.04% | +514+7.5% | Added |
| Golden State Wealth Management, LLC | 7,871 | $373.0K | 0.06% | +331+4.4% | Added |
| Castle Rock Wealth Management, LLC | 7,423 | $374.0K | 0.15% | +26+0.4% | Added |
| Schnieders Capital Management LLC | 7,937 | $376.0K | 0.09% | +50+0.6% | Added |
| BCJ Capital Management, LLC | 7,931 | $376.0K | 0.04% | +917+13.1% | Added |
| Wade G W & Inc | 7,935 | $376.0K | 0.02% | +2,388+43.1% | Added |
| Aptus Capital Advisors, LLC | 7,806 | $377.0K | 0.01% | −1,520−16.3% | Reduced |
| Triumph Capital Management | 7,991 | $379.0K | 0.16% | −1,808−18.5% | Reduced |
| Reaves W H & Co Inc | 8,000 | $379.0K | 0.01% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 8,035 | $381.0K | 0.18% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,035 | $381.0K | 0.02% | +55+0.7% | Added |
| Thrive Wealth Management, LLC | 8,031 | $381.0K | 0.13% | +8,031 | New |
| Omnia Family Wealth, LLC | 7,921 | $382.0K | 0.23% | −413−5.0% | Reduced |
| MONECO Advisors, LLC | 7,581 | $382.0K | 0.14% | +54+0.7% | Added |
| Trustcore Financial Services, LLC | 8,072 | $383.0K | 0.04% | −259−3.1% | Reduced |
| FinTrust Capital Advisors, LLC | 8,112 | $384.0K | 0.09% | −286−3.4% | Reduced |
| ERn Financial, LLC | 8,099 | $384.0K | 0.09% | +363+4.7% | Added |
| Schrum Private Wealth Management LLC | 8,112 | $384.0K | 0.35% | +8,112 | New |
| TCI Wealth Advisors, Inc. | 8,122 | $385.0K | 0.06% | −1,378−14.5% | Reduced |
| Financial Perspectives, Inc | 8,134 | $385.5K | 0.18% | +10.0% | Added |
| Evoke Wealth, LLC | 7,989 | $386.0K | 0.01% | −1,491−15.7% | Reduced |
| Smith Shellnut Wilson LLC | 8,163 | $387.0K | 0.19% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 8,170 | $388.0K | 0.03% | +8,170 | New |
| Moneta Group Investment Advisors LLC | 8,208 | $389.0K | 0.02% | +827+11.2% | Added |
| CFO4Life Group, LLC | 8,221 | $390.0K | 0.08% | +303+3.8% | Added |
| Court Place Advisors, LLC | 8,243 | $391.0K | 0.11% | −1,000−10.8% | Reduced |
| Continuum Advisory, LLC | 8,259 | $391.0K | 0.09% | +57+0.7% | Added |
| Fort Point Capital Partners LLC | 8,276 | $392.0K | 0.05% | +2,070+33.4% | Added |
| Teamwork Financial Advisors, LLC | 8,293 | $393.0K | 0.07% | −1,595−16.1% | Reduced |
| KC Investment Advisors, LLC | 8,286 | $393.0K | 0.26% | +288+3.6% | Added |
| Pflug Koory, LLC | 8,298 | $393.0K | 0.20% | +1,622+24.3% | Added |
| Dixon Hubard Feinour & Brown Inc | 8,284 | $393.0K | 0.04% | +1,678+25.4% | Added |
| Cohen Investment Advisors LLC | 8,319 | $394.0K | 0.28% | −98−1.2% | Reduced |
| V Wealth Advisors LLC | 8,329 | $394.0K | 0.06% | +1,160+16.2% | Added |
| Girard Partners Ltd. | 8,348 | $395.0K | 0.04% | −10−0.1% | Reduced |
| Clear Perspective Advisors, LLC | 8,336 | $395.0K | 0.12% | +168+2.1% | Added |
| Congress Wealth Management LLC | 8,384 | $397.0K | 0.01% | +8,384 | New |
| Summit Financial, LLC | 8,227 | $397.3K | 0.03% | +138+1.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 8,384 | $398.0K | 0.08% | −642−7.1% | Reduced |
| Community Trust & Investment Co | 8,400 | $398.0K | 0.03% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 8,421 | $399.0K | 0.03% | −236−2.7% | Reduced |
| Atlantic Private Wealth, LLC | 8,458 | $401.0K | 0.36% | +8,458 | New |
| Hancock Whitney Corp | 8,481 | $402.0K | 0.01% | −1,408−14.2% | Reduced |
| Archford Capital Strategies, LLC | 8,479 | $402.0K | 0.09% | −217−2.5% | Reduced |
| Family Management Corp | 8,481 | $402.0K | 0.10% | −17−0.2% | Reduced |
| IFG Advisors, LLC | 8,475 | $402.0K | 0.17% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 8,512 | $403.0K | 0.39% | +8,512 | New |
| Allen Capital Group, LLC | 8,542 | $405.0K | 0.06% | −624−6.8% | Reduced |
| Synergy Financial Management, LLC | 8,577 | $406.0K | 0.10% | +149+1.8% | Added |
| Parsec Financial Management, Inc. | 8,578 | $407.0K | 0.02% | 00.0% | Unchanged |
| Birinyi Associates Inc | 8,600 | $408.0K | 0.13% | −750−8.0% | Reduced |
| Gratus Capital LLC | 8,649 | $410.0K | 0.04% | +21+0.2% | Added |
| United Asset Strategies, Inc. | 8,682 | $411.0K | 0.05% | −290−3.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 8,686 | $412.0K | 0.15% | +30.0% | Added |
| Machina Capital S.A.S. | 8,692 | $412.0K | 0.99% | +2,072+31.3% | Added |
| First American Trust, FSB | 8,720 | $413.0K | 0.06% | +84+1.0% | Added |
| Perritt Capital Management Inc | 8,706 | $413.0K | 0.21% | +295+3.5% | Added |
| Stephens Consulting, LLC | 8,736 | $414.0K | 0.35% | +8,736 | New |
| Capital Advisors Inc | 8,734 | $414.0K | 0.01% | −1,331−13.2% | Reduced |
| Azimuth Capital Management LLC | 8,800 | $417.0K | 0.02% | −1,478−14.4% | Reduced |
| Sound Income Strategies, LLC | 8,835 | $419.0K | 0.05% | +94+1.1% | Added |
| Grandfield & Dodd, LLC | 8,789 | $420.0K | 0.03% | −227−2.5% | Reduced |
| Wagner Wealth Management, LLC | 8,908 | $422.0K | 0.32% | −1,220−12.0% | Reduced |
| Accredited Investors Inc. | 8,903 | $422.0K | 0.04% | −863−8.8% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,932 | $423.0K | 0.13% | −849−8.7% | Reduced |
| Wealth Dimensions Group, Ltd. | 8,935 | $423.0K | 0.21% | +36+0.4% | Added |
| Equitable Trust Co | 8,950 | $424.0K | 0.03% | −1,507−14.4% | Reduced |
| Royal Capital Wealth Management, LLC | 8,940 | $424.0K | 0.41% | +8,940 | New |
| American Trust | 8,943 | $424.0K | 0.03% | +8,943 | New |
| Finer Wealth Management, Inc. | 8,959 | $425.0K | 0.35% | +8,959 | New |
| NJ State Employees Deferred Compensation Plan | 9,000 | $427.0K | 0.05% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 9,036 | $428.0K | 0.04% | −200−2.2% | Reduced |
| Schmidt P J Investment Management Inc | 8,441 | $429.0K | 0.09% | +800+10.5% | Added |
| Investment Advisory Group, LLC | 8,542 | $429.0K | 0.27% | +8,542 | New |
| Towerpoint Wealth, LLC | 9,079 | $430.0K | 0.20% | +450+5.2% | Added |
| Flputnam Investment Management Co | 9,075 | $430.0K | 0.01% | +616+7.3% | Added |
| Baldwin Brothers Inc | 9,100 | $431.0K | 0.04% | 00.0% | Unchanged |
| Vantage Consulting Group Inc | 9,190 | $436.0K | 0.12% | +1,533+20.0% | Added |
| Syntax Advisors, LLC | 9,190 | $436.0K | 0.32% | +9,190 | New |
| Financial Advocates Investment Management | 9,220 | $437.0K | 0.03% | −322−3.4% | Reduced |
| Washington Trust Co | 9,248 | $438.0K | 0.02% | −20,390−68.8% | Reduced |
| Brewin Dolphin Ltd | 9,233 | $438.0K | 0.02% | −8,758−48.7% | Reduced |
| FourThought Financial, LLC | 9,252 | $438.0K | 0.06% | −1,691−15.5% | Reduced |
| Compton Financial Group, LLC | 9,255 | $439.0K | 0.18% | +604+7.0% | Added |
| Fiduciary Group LLC | 9,280 | $440.0K | 0.05% | +50+0.5% | Added |
| Sterling Investment Counsel, LLC | 9,307 | $441.0K | 0.30% | +9,307 | New |
| Cantor Fitzgerald Investment Adviser L.P. | 9,327 | $442.0K | 0.03% | −85−0.9% | Reduced |
| Bedel Financial Consulting, Inc. | 9,340 | $443.0K | 0.14% | −71−0.8% | Reduced |
| McGowan Group Asset Management, Inc. | 9,372 | $444.0K | 0.08% | +1,210+14.8% | Added |
| Pacific Wealth Strategies Group, Inc. | 9,419 | $446.0K | 0.16% | −286−2.9% | Reduced |
| Successful Portfolios LLC | 9,419 | $446.0K | 0.24% | +120+1.3% | Added |
| B. Riley Wealth Management, Inc. | 9,427 | $447.0K | 0.03% | −2,375−20.1% | Reduced |
| Indie Asset Partners, LLC | 9,441 | $447.0K | 0.32% | +43+0.5% | Added |
| Veriti Management LLC | 9,461 | $448.0K | 0.06% | +501+5.6% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $449.0K | 0.13% | 00.0% | Unchanged |
| Doyle Wealth Management | 9,487 | $450.0K | 0.03% | −898−8.6% | Reduced |