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 |
|---|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 13,046 | $618.0K | 0.49% | +13,046 | New |
| Baker Tilly Wealth Management, LLC | 12,999 | $616.0K | 0.07% | −1,335−9.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,958 | $614.0K | 0.03% | −732−5.3% | Reduced |
| Canandaigua National Corp | 12,878 | $610.0K | 0.09% | −102−0.8% | Reduced |
| Laird Norton Trust Company, LLC | 12,830 | $608.0K | 0.06% | −3,399−20.9% | Reduced |
| 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 |
| Ignite Planners, LLC | 11,905 | $602.0K | 0.39% | +11,905 | 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 |
| Bill Few Associates, Inc. | 12,621 | $598.0K | 0.31% | +12,621 | New |
| Lafayette Investments, Inc. | 12,593 | $597.0K | 0.15% | 00.0% | Unchanged |
| 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 |
| Waldron Private Wealth LLC | 12,322 | $594.0K | 0.03% | +1,606+15.0% | Added |
| 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 |
| Trust Co of Oklahoma | 12,345 | $585.0K | 0.20% | −100−0.8% | Reduced |
| Empowered Funds, LLC | 12,314 | $584.0K | 0.07% | +3,701+43.0% | Added |
| Atlas Brown,Inc. | 12,311 | $583.0K | 0.23% | +812+7.1% | Added |
| Pathstone Family Office, LLC | 12,111 | $582.0K | 0.01% | +5,853+93.5% | Added |
| 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 |
| Tradition Wealth Management, LLC | 12,189 | $578.0K | 0.07% | −1,451−10.6% | Reduced |
| Intellectus Partners, LLC | 11,942 | $577.0K | 0.15% | −324−2.6% | Reduced |
| Sax Wealth Advisors, LLC | 12,157 | $576.0K | 0.12% | +624+5.4% | Added |
| 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 |
| Millennium Capital Advisors, LLC | 12,132 | $574.9K | 0.45% | +12,132 | New |
| 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 |
| Farmers & Merchants Investments Inc | 12,082 | $573.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Cross Staff Investments Inc | 11,970 | $567.0K | 0.51% | +11,970 | New |
| 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 |
| 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 |
| Anchor Investment Management, LLC | 11,892 | $563.6K | 0.07% | −365−3.0% | Reduced |
| Patten & Patten Inc | 11,890 | $563.0K | 0.04% | −735−5.8% | Reduced |
| Optimum Investment Advisors | 11,863 | $562.0K | 0.22% | −198−1.6% | 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 |
| Voya Financial Advisors, Inc. | 11,743 | $555.0K | 0.06% | −184−1.5% | Reduced |
| 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 |
| Capital City Trust Co | 11,650 | $552.0K | 0.16% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 11,628 | $551.0K | 0.03% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 11,563 | $548.0K | 0.14% | 00.0% | Unchanged |
| 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 |
| Altrafin AG | 11,500 | $545.0K | 0.20% | +11,500 | 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 |
| 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 |
| ACG Wealth | 11,368 | $539.0K | 0.08% | −726−6.0% | Reduced |
| 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 |
| 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 |
| Wellington Shields Capital Management, LLC | 11,245 | $533.0K | 0.07% | +1,999+21.6% | Added |
| Quadrant Capital Group LLC | 11,162 | $529.0K | 0.06% | +1,826+19.6% | Added |
| Powers Advisory Group, LLC | 11,116 | $527.0K | 0.37% | +11,116 | New |
| Cito Capital Group, LLC | 10,900 | $526.0K | 0.22% | −576−5.0% | Reduced |
| Qtron Investments LLC | 11,086 | $525.0K | 0.12% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 11,060 | $524.0K | 0.10% | +11,060 | New |
| Atom Investors LP | 11,026 | $523.0K | 0.14% | −9,472−46.2% | Reduced |
| Fishman Jay A Ltd | 11,035 | $522.9K | 0.06% | +400+3.8% | Added |
| Inscription Capital, LLC | 10,771 | $520.0K | 0.14% | −100−0.9% | Reduced |
| 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 |
| MAS Advisors LLC | 10,935 | $517.0K | 0.38% | +10,935 | New |
| Wealth Architects, LLC | 10,883 | $516.0K | 0.09% | +208+1.9% | Added |
| 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 |
| Joel Isaacson & Co., LLC | 10,844 | $514.0K | 0.04% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 10,821 | $513.0K | 0.02% | +275+2.6% | Added |
| 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 |
| Brewin Dolphin Wealth Management Ltd | 10,755 | $510.0K | 0.05% | −4,000−27.1% | Reduced |
| Lakeview Capital Partners, LLC | 10,749 | $509.0K | 0.30% | +1,477+15.9% | Added |
| St. Louis Trust Co | 10,700 | $507.0K | 0.11% | 00.0% | Unchanged |
| 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 |
| 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 |
| Old Second National Bank of Aurora | 12,259 | $503.0K | 0.15% | +799+7.0% | Added |
| 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 |
| Orca Investment Management, LLC | 10,544 | $500.0K | 0.41% | −402−3.7% | Reduced |