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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| MSH Capital Advisors LLC | 10,500 | $497.6K | 0.22% | +10,500 | New |
| Oakworth Capital, Inc. | 10,458 | $496.0K | 0.04% | +189+1.8% | Added |
| Conning Inc. | 10,452 | $495.0K | 0.01% | −1,980−15.9% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| Gilbert & Cook, Inc. | 10,121 | $480.0K | 0.08% | +246+2.5% | Added |
| Northstar Advisory Group, LLC | 10,103 | $479.0K | 0.28% | +10,103 | 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 |
| 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 |
| 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 |
| 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 |
| KCM Investment Advisors LLC | 9,967 | $472.0K | 0.02% | +1,178+13.4% | Added |
| Erste Asset Management GmbH | 9,952 | $471.7K | 0.01% | −120−1.2% | Reduced |
| 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 |
| 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 |
| Chicago Partners Investment Group LLC | 9,363 | $469.0K | 0.03% | +358+4.0% | Added |
| First Community Trust NA | 9,879 | $468.2K | 0.39% | +9,879 | New |
| 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 |
| Holderness Investments Co | 9,811 | $465.0K | 0.14% | +45+0.5% | 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 |
| Gradient Investments LLC | 9,740 | $462.0K | 0.01% | +567+6.2% | Added |
| Shulman DeMeo Asset Management LLC | 9,707 | $460.0K | 0.12% | +9,707 | New |
| WFA Asset Management Corp | 9,692 | $459.3K | 0.30% | +9,692 | New |
| E&G Advisors, LP | 9,667 | $458.0K | 0.11% | 00.0% | Unchanged |
| Sowa Financial Group, Inc. | 9,604 | $455.0K | 0.27% | −225−2.3% | Reduced |
| 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 |
| Home Federal Bank of Tennessee | 9,542 | $452.0K | 0.15% | 00.0% | Unchanged |
| StoneX Group Inc. | 9,340 | $451.0K | 0.05% | −3,153−25.2% | Reduced |
| Doyle Wealth Management | 9,487 | $450.0K | 0.03% | −898−8.6% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 8,969 | $449.0K | 0.13% | 00.0% | Unchanged |
| Veriti Management LLC | 9,461 | $448.0K | 0.06% | +501+5.6% | 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 |
| 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 |
| McGowan Group Asset Management, Inc. | 9,372 | $444.0K | 0.08% | +1,210+14.8% | Added |
| Bedel Financial Consulting, Inc. | 9,340 | $443.0K | 0.14% | −71−0.8% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 9,327 | $442.0K | 0.03% | −85−0.9% | Reduced |
| Sterling Investment Counsel, LLC | 9,307 | $441.0K | 0.30% | +9,307 | New |
| Fiduciary Group LLC | 9,280 | $440.0K | 0.05% | +50+0.5% | Added |
| Compton Financial Group, LLC | 9,255 | $439.0K | 0.18% | +604+7.0% | Added |
| 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 |
| Financial Advocates Investment Management | 9,220 | $437.0K | 0.03% | −322−3.4% | Reduced |
| 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 |
| Baldwin Brothers Inc | 9,100 | $431.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| 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 |
| Front Barnett Associates LLC | 9,036 | $428.0K | 0.04% | −200−2.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 9,000 | $427.0K | 0.05% | 00.0% | Unchanged |
| Finer Wealth Management, Inc. | 8,959 | $425.0K | 0.35% | +8,959 | New |
| 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 |
| 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 |
| 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 |
| Grandfield & Dodd, LLC | 8,789 | $420.0K | 0.03% | −227−2.5% | Reduced |
| Sound Income Strategies, LLC | 8,835 | $419.0K | 0.05% | +94+1.1% | Added |
| Azimuth Capital Management LLC | 8,800 | $417.0K | 0.02% | −1,478−14.4% | Reduced |
| Capital Advisors Inc | 8,734 | $414.0K | 0.01% | −1,331−13.2% | Reduced |
| Stephens Consulting, LLC | 8,736 | $414.0K | 0.35% | +8,736 | New |
| 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 |
| 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 |
| United Asset Strategies, Inc. | 8,682 | $411.0K | 0.05% | −290−3.2% | Reduced |
| Gratus Capital LLC | 8,649 | $410.0K | 0.04% | +21+0.2% | Added |
| Birinyi Associates Inc | 8,600 | $408.0K | 0.13% | −750−8.0% | Reduced |
| Parsec Financial Management, Inc. | 8,578 | $407.0K | 0.02% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 8,577 | $406.0K | 0.10% | +149+1.8% | Added |
| Allen Capital Group, LLC | 8,542 | $405.0K | 0.06% | −624−6.8% | Reduced |
| Midwest Heritage Bank, FSB | 8,512 | $403.0K | 0.39% | +8,512 | New |