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 |
|---|---|---|---|---|---|
| StoneX Group Inc. | 9,340 | $451.0K | 0.05% | −3,153−25.2% | Reduced |
| Home Federal Bank of Tennessee | 9,542 | $452.0K | 0.15% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 8,244 | $454.0K | 0.37% | −222−2.6% | Reduced |
| Resolute Partners Group | 9,406 | $454.0K | 0.01% | −125−1.3% | Reduced |
| Clark Financial Services Group Inc | 9,579 | $454.0K | 0.31% | +295+3.2% | Added |
| Sowa Financial Group, Inc. | 9,604 | $455.0K | 0.27% | −225−2.3% | Reduced |
| E&G Advisors, LP | 9,667 | $458.0K | 0.11% | 00.0% | Unchanged |
| WFA Asset Management Corp | 9,692 | $459.3K | 0.30% | +9,692 | New |
| Shulman DeMeo Asset Management LLC | 9,707 | $460.0K | 0.12% | +9,707 | New |
| Gradient Investments LLC | 9,740 | $462.0K | 0.01% | +567+6.2% | Added |
| HBW Advisory Services LLC | 9,766 | $463.0K | 0.11% | −1,090−10.0% | Reduced |
| Bouchey Financial Group Ltd | 9,778 | $463.0K | 0.06% | +1,436+17.2% | Added |
| Holderness Investments Co | 9,811 | $465.0K | 0.14% | +45+0.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 9,876 | $466.0K | 0.01% | −2,463−20.0% | Reduced |
| Alliance Wealth Advisors, LLC | 9,836 | $466.0K | 0.38% | +355+3.7% | Added |
| First Community Trust NA | 9,879 | $468.2K | 0.39% | +9,879 | New |
| Chicago Partners Investment Group LLC | 9,363 | $469.0K | 0.03% | +358+4.0% | Added |
| David Loasby | 9,912 | $470.0K | 0.06% | −18−0.2% | Reduced |
| Perigon Wealth Management, LLC | 9,913 | $470.0K | 0.03% | +662+7.2% | Added |
| Parcion Private Wealth LLC | 9,286 | $471.0K | 0.04% | −681−6.8% | Reduced |
| Cypress Wealth Services, LLC | 9,948 | $471.0K | 0.13% | −40.0% | Reduced |
| Erste Asset Management GmbH | 9,952 | $471.7K | 0.01% | −120−1.2% | Reduced |
| KCM Investment Advisors LLC | 9,967 | $472.0K | 0.02% | +1,178+13.4% | Added |
| Arden Trust Co | 10,002 | $474.0K | 0.08% | −5,198−34.2% | Reduced |
| State Farm Mutual Automobile Insurance Co | 10,000 | $474.0K | 0.00% | 00.0% | Unchanged |
| Ledyard National Bank | 10,031 | $475.0K | 0.05% | −825−7.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 10,016 | $475.0K | 0.22% | −165−1.6% | Reduced |
| Smith, Salley & Associates | 10,039 | $476.0K | 0.03% | −6,394−38.9% | Reduced |
| C2C Wealth Management, LLC | 10,052 | $476.0K | 0.07% | +10,052 | New |
| SC&H Financial Advisors, Inc. | 10,047 | $476.0K | 0.26% | +10,047 | New |
| Key Client Fiduciary Advisors, LLC | 10,052 | $476.0K | 0.40% | +10,052 | New |
| Edge Capital Group, LLC | 10,075 | $477.0K | 0.03% | +25+0.2% | Added |
| Credit Agricole S A | 10,058 | $477.0K | 0.02% | +1,248+14.2% | Added |
| Northstar Advisory Group, LLC | 10,103 | $479.0K | 0.28% | +10,103 | New |
| Gilbert & Cook, Inc. | 10,121 | $480.0K | 0.08% | +246+2.5% | Added |
| Hall Capital Management Co Inc | 10,150 | $481.0K | 0.27% | −422−4.0% | Reduced |
| MBB Public Markets I LLC | 10,158 | $481.0K | 0.01% | +10,158 | New |
| Cheviot Value Management, LLC | 10,208 | $484.0K | 0.11% | −41−0.4% | Reduced |
| Advisor Resource Council | 10,211 | $484.0K | 0.04% | +10,211 | New |
| Montag A & Associates Inc | 10,254 | $486.0K | 0.02% | −2,551−19.9% | Reduced |
| Investment Management of Virginia LLC | 10,250 | $486.0K | 0.08% | 00.0% | Unchanged |
| Asset Management Corp | 10,385 | $492.0K | 0.29% | +2,572+32.9% | Added |
| Aua Capital Management, LLC | 10,376 | $492.0K | 0.29% | +5,626+118.4% | Added |
| Conning Inc. | 10,452 | $495.0K | 0.01% | −1,980−15.9% | Reduced |
| Oakworth Capital, Inc. | 10,458 | $496.0K | 0.04% | +189+1.8% | Added |
| MSH Capital Advisors LLC | 10,500 | $497.6K | 0.22% | +10,500 | New |
| Montecito Bank & Trust | 10,525 | $499.0K | 0.09% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 10,543 | $499.0K | 0.50% | +10,543 | New |
| Orca Investment Management, LLC | 10,544 | $500.0K | 0.41% | −402−3.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 10,556 | $500.0K | 0.29% | −200−1.9% | Reduced |
| Hancock Whitney Investment Services Inc. | 10,507 | $500.0K | 0.09% | +10,507 | New |
| SPC Financial, Inc. | 10,566 | $501.0K | 0.06% | 00.0% | Unchanged |
| Investors Research Corp | 10,575 | $501.0K | 0.15% | 00.0% | Unchanged |
| SFMG, LLC | 10,577 | $501.0K | 0.05% | +490+4.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,575 | $501.0K | 0.12% | +10,575 | New |
| Old Second National Bank of Aurora | 12,259 | $503.0K | 0.15% | +799+7.0% | Added |
| NuWave Investment Management, LLC | 10,644 | $504.0K | 0.57% | +10,644 | New |
| Forum Financial Management, LP | 10,639 | $504.0K | 0.03% | +10,639 | New |
| SkyOak Wealth, LLC | 10,680 | $506.0K | 0.13% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 10,672 | $506.0K | 0.21% | +1,303+13.9% | Added |
| St. Louis Trust Co | 10,700 | $507.0K | 0.11% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 10,749 | $509.0K | 0.30% | +1,477+15.9% | Added |
| Brewin Dolphin Wealth Management Ltd | 10,755 | $510.0K | 0.05% | −4,000−27.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 10,796 | $512.0K | 0.12% | −1,940−15.2% | Reduced |
| Charles Schwab Trust Co | 10,796 | $512.0K | 0.08% | −276−2.5% | Reduced |
| TFC Financial Management | 10,800 | $512.0K | 0.16% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 10,821 | $513.0K | 0.02% | +275+2.6% | Added |
| Joel Isaacson & Co., LLC | 10,844 | $514.0K | 0.04% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 10,866 | $515.0K | 0.44% | −11,176−50.7% | Reduced |
| Taylor & Morgan Wealth Management, LLC | 10,872 | $515.0K | 0.42% | +10,872 | New |
| Wealth Architects, LLC | 10,883 | $516.0K | 0.09% | +208+1.9% | Added |
| MAS Advisors LLC | 10,935 | $517.0K | 0.38% | +10,935 | New |
| TrinityPoint Wealth, LLC | 10,956 | $519.0K | 0.09% | −1,310−10.7% | Reduced |
| Summit Financial Group Inc | 10,965 | $519.0K | 0.17% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 10,944 | $519.0K | 0.11% | 00.0% | Unchanged |
| Inscription Capital, LLC | 10,771 | $520.0K | 0.14% | −100−0.9% | Reduced |
| Fishman Jay A Ltd | 11,035 | $522.9K | 0.06% | +400+3.8% | Added |
| Atom Investors LP | 11,026 | $523.0K | 0.14% | −9,472−46.2% | Reduced |
| Gyon Technologies Capital Management, LP | 11,060 | $524.0K | 0.10% | +11,060 | New |
| Qtron Investments LLC | 11,086 | $525.0K | 0.12% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 10,900 | $526.0K | 0.22% | −576−5.0% | Reduced |
| Powers Advisory Group, LLC | 11,116 | $527.0K | 0.37% | +11,116 | New |
| Quadrant Capital Group LLC | 11,162 | $529.0K | 0.06% | +1,826+19.6% | Added |
| Wellington Shields Capital Management, LLC | 11,245 | $533.0K | 0.07% | +1,999+21.6% | Added |
| Financial Advisory Service, Inc. | 11,293 | $535.0K | 0.05% | +526+4.9% | Added |
| Paragon Financial Partners, Inc. | 11,295 | $535.0K | 0.44% | +11,295 | New |
| Blueshift Asset Management, LLC | 11,337 | $537.0K | 0.05% | −119,440−91.3% | Reduced |
| BMS Financial Advisors, LLC | 11,333 | $537.0K | 0.34% | +11,333 | New |
| ACG Wealth | 11,368 | $539.0K | 0.08% | −726−6.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 11,464 | $543.0K | 0.15% | +225+2.0% | Added |
| Edgestream Partners, L.P. | 11,448 | $543.0K | 0.03% | +5,104+80.5% | Added |
| Alterity Financial Group, LLC | 11,450 | $543.0K | 0.59% | +11,450 | New |
| Magnolia Capital Advisors LLC | 11,480 | $544.0K | 0.16% | +702+6.5% | Added |
| Foundations Investment Advisors, LLC | 10,993 | $544.0K | 0.02% | +837+8.2% | Added |
| Altrafin AG | 11,500 | $545.0K | 0.20% | +11,500 | New |
| Sage Private Wealth Group, LLC | 11,526 | $546.0K | 0.68% | −575−4.8% | Reduced |
| Guardian Capital Advisors LP | 11,025 | $546.0K | 0.05% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 11,563 | $548.0K | 0.14% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 11,628 | $551.0K | 0.03% | 00.0% | Unchanged |
| Capital City Trust Co | 11,650 | $552.0K | 0.16% | 00.0% | Unchanged |