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 |
|---|---|---|---|---|---|
| Cozad Asset Management Inc | 11,666 | $553.0K | 0.08% | −15−0.1% | Reduced |
| Lake Hills Wealth Management, LLC | 11,673 | $553.0K | 0.39% | +11,673 | New |
| Voya Financial Advisors, Inc. | 11,743 | $555.0K | 0.06% | −184−1.5% | Reduced |
| Capital Analysts, LLC | 11,758 | $557.0K | 0.03% | −694−5.6% | Reduced |
| Foresight Wealth Management, LLC | 11,746 | $557.0K | 0.21% | +665+6.0% | Added |
| Optimum Investment Advisors | 11,863 | $562.0K | 0.22% | −198−1.6% | Reduced |
| Patten & Patten Inc | 11,890 | $563.0K | 0.04% | −735−5.8% | Reduced |
| Anchor Investment Management, LLC | 11,892 | $563.6K | 0.07% | −365−3.0% | Reduced |
| Brown Advisory Securities, LLC | 11,901 | $564.0K | 0.24% | −7,442−38.5% | Reduced |
| Gladstone Institutional Advisory LLC | 11,905 | $564.0K | 0.04% | +536+4.7% | Added |
| Vectors Research Management, LLC | 11,913 | $565.0K | 0.12% | −20.0% | Reduced |
| HNP Capital LLC | 11,913 | $565.0K | 0.13% | −20.0% | Reduced |
| Cross Staff Investments Inc | 11,970 | $567.0K | 0.51% | +11,970 | New |
| BKD Wealth Advisors, LLC | 12,076 | $572.0K | 0.02% | +50.0% | Added |
| Salvus Wealth Management, LLC | 12,072 | $572.0K | 0.42% | +331+2.8% | Added |
| Farmers & Merchants Investments Inc | 12,082 | $573.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 12,114 | $574.0K | 0.01% | −128−1.0% | Reduced |
| Ti-Trust, Inc | 12,109 | $574.0K | 0.51% | +12,109 | New |
| Millennium Capital Advisors, LLC | 12,132 | $574.9K | 0.45% | +12,132 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 12,140 | $575.0K | 0.25% | −440−3.5% | Reduced |
| Pinnacle Private Wealth, LLC | 12,137 | $575.0K | 0.18% | +12,137 | New |
| Sax Wealth Advisors, LLC | 12,157 | $576.0K | 0.12% | +624+5.4% | Added |
| Intellectus Partners, LLC | 11,942 | $577.0K | 0.15% | −324−2.6% | Reduced |
| Tradition Wealth Management, LLC | 12,189 | $578.0K | 0.07% | −1,451−10.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 12,270 | $581.0K | 0.16% | −41−0.3% | Reduced |
| Spirit of America Management Corp | 12,250 | $581.0K | 0.12% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 12,111 | $582.0K | 0.01% | +5,853+93.5% | Added |
| Atlas Brown,Inc. | 12,311 | $583.0K | 0.23% | +812+7.1% | Added |
| Empowered Funds, LLC | 12,314 | $584.0K | 0.07% | +3,701+43.0% | Added |
| Trust Co of Oklahoma | 12,345 | $585.0K | 0.20% | −100−0.8% | Reduced |
| Personal Capital Advisors Corp | 12,426 | $588.0K | 0.00% | +1,152+10.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 12,410 | $588.0K | 0.07% | +12,410 | New |
| Waldron Private Wealth LLC | 12,322 | $594.0K | 0.03% | +1,606+15.0% | Added |
| Meristem Family Wealth, LLC | 12,581 | $596.0K | 0.05% | −110−0.9% | Reduced |
| Mattern Wealth Management LLC | 12,576 | $596.0K | 0.18% | 00.0% | Unchanged |
| Engine No. 1 LLC | 12,573 | $596.0K | 0.12% | +2,646+26.7% | Added |
| Lafayette Investments, Inc. | 12,593 | $597.0K | 0.15% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 12,621 | $598.0K | 0.31% | +12,621 | New |
| Washington Trust Bank | 12,661 | $600.0K | 0.06% | −1,787−12.4% | Reduced |
| TCW Group Inc | 12,670 | $600.0K | 0.00% | 00.0% | Unchanged |
| Ignite Planners, LLC | 11,905 | $602.0K | 0.39% | +11,905 | New |
| 44 Wealth Management LLC | 12,753 | $604.0K | 0.21% | 00.0% | Unchanged |
| Park National Corp | 12,758 | $604.0K | 0.02% | +670+5.5% | Added |
| Pearl River Capital, LLC | 12,746 | $604.0K | 0.16% | +12,746 | New |
| Tevis Investment Management | 12,766 | $604.0K | 0.53% | +12,766 | New |
| Laird Norton Trust Company, LLC | 12,830 | $608.0K | 0.06% | −3,399−20.9% | Reduced |
| Canandaigua National Corp | 12,878 | $610.0K | 0.09% | −102−0.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,958 | $614.0K | 0.03% | −732−5.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 12,999 | $616.0K | 0.07% | −1,335−9.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 13,046 | $618.0K | 0.49% | +13,046 | New |
| Horizon Investments, LLC | 13,066 | $619.0K | 0.02% | −11,666−47.2% | Reduced |
| Keystone Wealth Services, LLC | 13,079 | $620.0K | 0.25% | +13,079 | New |
| Duncker Streett & Co Inc | 13,097 | $621.0K | 0.11% | −269−2.0% | Reduced |
| Endurance Wealth Management, Inc. | 13,100 | $621.0K | 0.07% | −200−1.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 13,108 | $621.0K | 0.20% | 00.0% | Unchanged |
| Burney Co | 13,196 | $625.0K | 0.03% | −2,078−13.6% | Reduced |
| Titleist Asset Management, Ltd. | 13,216 | $626.0K | 0.12% | +13,216 | New |
| Neville Rodie & Shaw Inc | 13,225 | $627.0K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 13,251 | $628.0K | 0.02% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 13,248 | $628.0K | 0.01% | +60.0% | Added |
| Chicago Capital, LLC | 13,252 | $628.0K | 0.02% | +227+1.7% | Added |
| Walker Asset Management, LLC | 13,260 | $628.0K | 0.55% | +13,260 | New |
| Sonora Investment Management Group, LLC | 13,282 | $629.0K | 0.07% | +13,282 | New |
| Carnegie Capital Asset Management, LLC | 13,330 | $632.0K | 0.02% | +7,006+110.8% | Added |
| Shoker Investment Counsel, Inc. | 13,421 | $636.0K | 0.29% | −57−0.4% | Reduced |
| Hendershot Investments Inc. | 13,423 | $636.0K | 0.10% | +3,479+35.0% | Added |
| Total Investment Management Inc | 13,453 | $638.0K | 0.11% | +13,453 | New |
| RS Crum Inc. | 13,457 | $638.0K | 0.35% | +13,457 | New |
| Marco Investment Management LLC | 13,475 | $639.0K | 0.06% | −105−0.8% | Reduced |
| Truehand, Inc | 13,503 | $640.0K | 0.37% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 13,527 | $641.0K | 0.53% | +13,527 | New |
| Wealth Alliance Advisory Group, LLC | 13,540 | $642.0K | 0.28% | +486+3.7% | Added |
| Smallwood Wealth Investment Management, LLC | 13,545 | $642.0K | 0.60% | +13,545 | New |
| Wealth Advisors of Iowa, LLC | 13,618 | $645.0K | 0.35% | −400−2.9% | Reduced |
| Colonial River Wealth Management, LLC | 13,634 | $646.0K | 0.35% | +13,634 | New |
| Symmetry Partners, LLC | 13,670 | $648.0K | 0.04% | −7,103−34.2% | Reduced |
| United Bank | 13,721 | $651.0K | 0.08% | +3,735+37.4% | Added |
| Kistler-Tiffany Companies, LLC | 13,768 | $652.0K | 0.13% | +156+1.1% | Added |
| Walter & Keenan Financial Consulting Co | 13,777 | $653.0K | 0.21% | −6,664−32.6% | Reduced |
| Wealthcare Advisory Partners LLC | 13,785 | $653.0K | 0.04% | −6,147−30.8% | Reduced |
| Capital Asset Advisory Services LLC | 13,515 | $653.0K | 0.07% | −954−6.6% | Reduced |
| Warren Averett Asset Management, LLC | 13,015 | $655.0K | 0.06% | −865−6.2% | Reduced |
| TRUE Private Wealth Advisors | 13,853 | $656.0K | 0.09% | +65+0.5% | Added |
| Financial Advisory Corp | 13,888 | $658.0K | 0.32% | +13,888 | New |
| Laidlaw Wealth Management LLC | 13,911 | $659.0K | 0.11% | +3,542+34.2% | Added |
| City State Bank | 13,974 | $662.0K | 0.41% | +13,974 | New |
| Matrix Private Capital Group LLC | 13,727 | $663.0K | 0.31% | −98−0.7% | Reduced |
| American National Registered Investment Advisor, Inc. | 13,983 | $663.0K | 0.22% | −30.0% | Reduced |
| Horst & Graben Wealth Management LLC | 14,010 | $664.0K | 0.17% | −3,321−19.2% | Reduced |
| Richard Bernstein Advisors LLC | 14,020 | $664.0K | 0.01% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 14,014 | $664.0K | 0.41% | −20−0.1% | Reduced |
| Verition Fund Management LLC | 14,011 | $664.0K | 0.01% | +5,706+68.7% | Added |
| Meridian Wealth Management, LLC | 14,051 | $665.0K | 0.07% | +957+7.3% | Added |
| Lloyd Park, LLC | 14,065 | $667.0K | 0.53% | +14,065 | New |
| Assetmark, Inc | 14,090 | $668.0K | 0.00% | −73,649−83.9% | Reduced |
| Arkadios Wealth Advisors | 14,089 | $668.0K | 0.09% | −13,300−48.6% | Reduced |
| Naples Global Advisors, LLC | 14,096 | $668.0K | 0.08% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 14,117 | $669.0K | 0.06% | +797+6.0% | Added |
| Atwood & Palmer Inc | 14,158 | $671.0K | 0.06% | −250−1.7% | Reduced |
| Van Cleef Asset Management,Inc | 14,156 | $671.0K | 0.09% | +40.0% | Added |