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 |
|---|---|---|---|---|---|
| Columbia Asset Management | 15,905 | $754.0K | 0.15% | 00.0% | Unchanged |
| Cadence Bank NA | 15,856 | $751.0K | 0.20% | −424−2.6% | Reduced |
| Executive Wealth Group LLC | 15,846 | $750.9K | 0.46% | +299+1.9% | Added |
| Leisure Capital Management | 15,782 | $748.0K | 0.34% | +589+3.9% | Added |
| Gables Capital Management Inc. | 15,775 | $748.0K | 0.45% | +12,417+369.8% | Added |
| CWS Financial Advisors, LLC | 15,780 | $748.0K | 0.26% | +15,780 | New |
| Capital Investment Advisory Services, LLC | 15,744 | $746.0K | 0.09% | +116+0.7% | Added |
| CoreCap Advisors, LLC | 15,709 | $744.0K | 0.05% | +15,709 | New |
| Kendall Capital Management | 15,680 | $743.0K | 0.35% | +850+5.7% | Added |
| Modera Wealth Management, LLC | 15,657 | $742.0K | 0.03% | +1,128+7.8% | Added |
| Beacon Financial Advisory LLC | 15,584 | $739.0K | 0.34% | +187+1.2% | Added |
| Gulf International Bank (UK) Ltd | 15,593 | $738.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 15,527 | $736.0K | 0.12% | +1,785+13.0% | Added |
| Carmichael Hill & Associates, Inc. | 15,428 | $731.0K | 0.37% | +52+0.3% | Added |
| Gray Wealth Management Inc. | 15,356 | $728.0K | 0.36% | +285+1.9% | Added |
| Old Point Trust & Financial Services N A | 15,271 | $724.0K | 0.29% | 00.0% | Unchanged |
| Congress Park Capital LLC | 15,250 | $723.0K | 0.36% | +5,750+60.5% | Added |
| Palisade Capital Management LLC | 15,240 | $722.0K | 0.01% | −1,100−6.7% | Reduced |
| Stratos Wealth Advisors, LLC | 15,222 | $721.0K | 0.05% | −1,083−6.6% | Reduced |
| Altium Wealth Management LLC | 15,220 | $721.0K | 0.05% | −261−1.7% | Reduced |
| Comerica Securities,inc. | 14,884 | $719.0K | 0.05% | −582−3.8% | Reduced |
| First Horizon Advisors, Inc. | 15,180 | $718.0K | 0.02% | −1,124−6.9% | Reduced |
| First Midwest Bank Trust Division | 15,127 | $717.0K | 0.09% | −9,275−38.0% | Reduced |
| Avidian Wealth Solutions, LLC | 14,836 | $703.0K | 0.04% | +65+0.4% | Added |
| Virtue Capital Management, LLC | 14,810 | $702.0K | 0.10% | −604−3.9% | Reduced |
| Engineers Gate Manager LP | 14,790 | $701.0K | 0.03% | +4,087+38.2% | Added |
| Bahl & Gaynor Inc | 14,740 | $699.0K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 14,507 | $698.0K | 0.06% | +552+4.0% | Added |
| Hendley & Co Inc | 14,710 | $697.0K | 0.23% | +342+2.4% | Added |
| Red Door Wealth Management, LLC | 14,708 | $697.0K | 0.23% | +336+2.3% | Added |
| KLCM Advisors, Inc. | 14,680 | $696.0K | 0.15% | −37−0.3% | Reduced |
| Dorchester Wealth Management Co | 14,693 | $696.0K | 0.14% | +60.0% | Added |
| Aureus Asset Management, LLC | 14,647 | $694.0K | 0.04% | −47,066−76.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 14,653 | $694.0K | 0.14% | −334−2.2% | Reduced |
| Blue Chip Partners, Inc. | 14,631 | $693.0K | 0.09% | −1,499−9.3% | Reduced |
| PBMares Wealth Management LLC | 14,619 | $693.0K | 0.29% | −796−5.2% | Reduced |
| Signature Wealth Management Partners, LLC | 14,629 | $693.0K | 0.59% | 00.0% | Unchanged |
| Summit X, LLC | 14,469 | $690.0K | 0.16% | −1,697−10.5% | Reduced |
| Assenagon Asset Management S.A. | 14,490 | $687.0K | 0.00% | −255−1.7% | Reduced |
| Yacktman Asset Management LP | 14,500 | $687.0K | 0.01% | 00.0% | Unchanged |
| WBH Advisory Inc | 14,443 | $684.0K | 0.08% | −633−4.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,434 | $684.0K | 0.20% | −426−2.9% | Reduced |
| Parkside Financial Bank & Trust | 14,414 | $683.0K | 0.17% | +2,547+21.5% | Added |
| Bartlett & Co. Wealth Management LLC | 14,085 | $680.2K | 0.01% | +1,550+12.4% | Added |
| Bangor Savings Bank | 14,328 | $679.0K | 0.06% | −508−3.4% | Reduced |
| Bartlett & Co. LLC | 14,085 | $678.0K | 0.01% | +1,550+12.4% | Added |
| Straight Path Wealth Management | 14,310 | $678.0K | 0.59% | +14,310 | New |
| Delta Asset Management LLC | 14,191 | $673.0K | 0.06% | −100−0.7% | Reduced |
| Vise Technologies, Inc. | 14,201 | $673.0K | 0.18% | +14,201 | New |
| Wolff Financial Management LLC | 14,191 | $672.0K | 0.25% | +20.0% | 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 |
| Evanson Asset Management, LLC | 14,117 | $669.0K | 0.06% | +797+6.0% | Added |
| 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 |
| Lloyd Park, LLC | 14,065 | $667.0K | 0.53% | +14,065 | New |
| Meridian Wealth Management, LLC | 14,051 | $665.0K | 0.07% | +957+7.3% | Added |
| 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 |
| 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 |
| City State Bank | 13,974 | $662.0K | 0.41% | +13,974 | New |
| Laidlaw Wealth Management LLC | 13,911 | $659.0K | 0.11% | +3,542+34.2% | Added |
| Financial Advisory Corp | 13,888 | $658.0K | 0.32% | +13,888 | New |
| TRUE Private Wealth Advisors | 13,853 | $656.0K | 0.09% | +65+0.5% | Added |
| Warren Averett Asset Management, LLC | 13,015 | $655.0K | 0.06% | −865−6.2% | Reduced |
| 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 |
| Kistler-Tiffany Companies, LLC | 13,768 | $652.0K | 0.13% | +156+1.1% | Added |
| United Bank | 13,721 | $651.0K | 0.08% | +3,735+37.4% | Added |
| Symmetry Partners, LLC | 13,670 | $648.0K | 0.04% | −7,103−34.2% | Reduced |
| Colonial River Wealth Management, LLC | 13,634 | $646.0K | 0.35% | +13,634 | New |
| Wealth Advisors of Iowa, LLC | 13,618 | $645.0K | 0.35% | −400−2.9% | Reduced |
| 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 |
| Resurgent Financial Advisors LLC | 13,527 | $641.0K | 0.53% | +13,527 | New |
| Truehand, Inc | 13,503 | $640.0K | 0.37% | 00.0% | Unchanged |
| Marco Investment Management LLC | 13,475 | $639.0K | 0.06% | −105−0.8% | Reduced |
| 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 |
| 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 |
| Carnegie Capital Asset Management, LLC | 13,330 | $632.0K | 0.02% | +7,006+110.8% | Added |
| Sonora Investment Management Group, LLC | 13,282 | $629.0K | 0.07% | +13,282 | New |
| 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 |
| Neville Rodie & Shaw Inc | 13,225 | $627.0K | 0.04% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 13,216 | $626.0K | 0.12% | +13,216 | New |
| Burney Co | 13,196 | $625.0K | 0.03% | −2,078−13.6% | Reduced |
| 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 |
| Keystone Wealth Services, LLC | 13,079 | $620.0K | 0.25% | +13,079 | New |
| Horizon Investments, LLC | 13,066 | $619.0K | 0.02% | −11,666−47.2% | Reduced |