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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 8,481 | $402.0K | 0.01% | −1,408−14.2% | Reduced |
| Archford Capital Strategies, LLC | 8,479 | $402.0K | 0.09% | −217−2.5% | Reduced |
| Family Management Corp | 8,481 | $402.0K | 0.10% | −17−0.2% | Reduced |
| IFG Advisors, LLC | 8,475 | $402.0K | 0.17% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 8,458 | $401.0K | 0.36% | +8,458 | New |
| Cobblestone Capital Advisors LLC | 8,421 | $399.0K | 0.03% | −236−2.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 8,384 | $398.0K | 0.08% | −642−7.1% | Reduced |
| Community Trust & Investment Co | 8,400 | $398.0K | 0.03% | 00.0% | Unchanged |
| Summit Financial, LLC | 8,227 | $397.3K | 0.03% | +138+1.7% | Added |
| Congress Wealth Management LLC | 8,384 | $397.0K | 0.01% | +8,384 | New |
| Girard Partners Ltd. | 8,348 | $395.0K | 0.04% | −10−0.1% | Reduced |
| Clear Perspective Advisors, LLC | 8,336 | $395.0K | 0.12% | +168+2.1% | Added |
| Cohen Investment Advisors LLC | 8,319 | $394.0K | 0.28% | −98−1.2% | Reduced |
| V Wealth Advisors LLC | 8,329 | $394.0K | 0.06% | +1,160+16.2% | Added |
| Teamwork Financial Advisors, LLC | 8,293 | $393.0K | 0.07% | −1,595−16.1% | Reduced |
| KC Investment Advisors, LLC | 8,286 | $393.0K | 0.26% | +288+3.6% | Added |
| Pflug Koory, LLC | 8,298 | $393.0K | 0.20% | +1,622+24.3% | Added |
| Dixon Hubard Feinour & Brown Inc | 8,284 | $393.0K | 0.04% | +1,678+25.4% | Added |
| Fort Point Capital Partners LLC | 8,276 | $392.0K | 0.05% | +2,070+33.4% | Added |
| Court Place Advisors, LLC | 8,243 | $391.0K | 0.11% | −1,000−10.8% | Reduced |
| Continuum Advisory, LLC | 8,259 | $391.0K | 0.09% | +57+0.7% | Added |
| CFO4Life Group, LLC | 8,221 | $390.0K | 0.08% | +303+3.8% | Added |
| Moneta Group Investment Advisors LLC | 8,208 | $389.0K | 0.02% | +827+11.2% | Added |
| Trustmark National Bank Trust Department | 8,170 | $388.0K | 0.03% | +8,170 | New |
| Smith Shellnut Wilson LLC | 8,163 | $387.0K | 0.19% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 7,989 | $386.0K | 0.01% | −1,491−15.7% | Reduced |
| Financial Perspectives, Inc | 8,134 | $385.5K | 0.18% | +10.0% | Added |
| TCI Wealth Advisors, Inc. | 8,122 | $385.0K | 0.06% | −1,378−14.5% | Reduced |
| FinTrust Capital Advisors, LLC | 8,112 | $384.0K | 0.09% | −286−3.4% | Reduced |
| ERn Financial, LLC | 8,099 | $384.0K | 0.09% | +363+4.7% | Added |
| Schrum Private Wealth Management LLC | 8,112 | $384.0K | 0.35% | +8,112 | New |
| Trustcore Financial Services, LLC | 8,072 | $383.0K | 0.04% | −259−3.1% | Reduced |
| Omnia Family Wealth, LLC | 7,921 | $382.0K | 0.23% | −413−5.0% | Reduced |
| MONECO Advisors, LLC | 7,581 | $382.0K | 0.14% | +54+0.7% | Added |
| Woodard & Co Asset Management Group Inc | 8,035 | $381.0K | 0.18% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,035 | $381.0K | 0.02% | +55+0.7% | Added |
| Thrive Wealth Management, LLC | 8,031 | $381.0K | 0.13% | +8,031 | New |
| Triumph Capital Management | 7,991 | $379.0K | 0.16% | −1,808−18.5% | Reduced |
| Reaves W H & Co Inc | 8,000 | $379.0K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 7,806 | $377.0K | 0.01% | −1,520−16.3% | Reduced |
| Schnieders Capital Management LLC | 7,937 | $376.0K | 0.09% | +50+0.6% | Added |
| BCJ Capital Management, LLC | 7,931 | $376.0K | 0.04% | +917+13.1% | Added |
| Wade G W & Inc | 7,935 | $376.0K | 0.02% | +2,388+43.1% | Added |
| Castle Rock Wealth Management, LLC | 7,423 | $374.0K | 0.15% | +26+0.4% | Added |
| Golden State Wealth Management, LLC | 7,871 | $373.0K | 0.06% | +331+4.4% | Added |
| Alpha Cubed Investments, LLC | 7,853 | $372.0K | 0.02% | −4,850−38.2% | Reduced |
| SP Asset Management | 7,355 | $372.0K | 0.04% | +514+7.5% | Added |
| Harvey Investment Co LLC | 7,833 | $371.0K | 0.04% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 7,826 | $371.0K | 0.07% | +529+7.2% | Added |
| BancFirst Trust & Investment Management | 7,797 | $370.0K | 0.29% | +7,797 | New |
| Summit Financial Wealth Advisors, LLC | 7,532 | $369.0K | 0.07% | −1,200−13.7% | Reduced |
| Rockbridge Investment Management, LCC | 7,761 | $368.0K | 0.05% | +374+5.1% | Added |
| HHM Wealth Advisors, LLC | 7,753 | $367.0K | 0.09% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 7,696 | $365.0K | 0.04% | +2,460+47.0% | Added |
| Lebenthal Global Advisors, LLC | 7,742 | $365.0K | 0.15% | +7,742 | New |
| First Citizens Bank & Trust Co | 7,679 | $364.0K | 0.01% | −1,624−17.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 7,635 | $362.0K | 0.11% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 7,635 | $362.0K | 0.13% | +8+0.1% | Added |
| Baxter Bros Inc | 7,618 | $361.0K | 0.05% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 7,616 | $361.0K | 0.04% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 7,631 | $361.0K | 0.03% | +1,036+15.7% | Added |
| Cladis Investment Advisory, LLC | 7,600 | $360.2K | 0.29% | +7,600 | New |
| Icon Advisers Inc | 7,600 | $360.0K | 0.06% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 7,592 | $360.0K | 0.05% | +7,592 | New |
| Tandem Investment Advisors, Inc. | 7,582 | $359.0K | 0.02% | +7+0.1% | Added |
| Farmers Trust Co | 7,560 | $358.0K | 0.07% | −62−0.8% | Reduced |
| Delta Investment Management, LLC | 7,561 | $358.0K | 0.10% | +11+0.1% | Added |
| Plancorp, LLC | 7,549 | $358.0K | 0.02% | +138+1.9% | Added |
| Wambolt & Associates, LLC | 7,531 | $357.0K | 0.13% | +27+0.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,500 | $355.0K | 0.00% | −197,499−96.3% | Reduced |
| Acorn Wealth Advisors, LLC | 7,497 | $355.0K | 0.23% | +776+11.5% | Added |
| DRW Securities, LLC | 7,490 | $355.0K | 0.03% | +7,490 | New |
| Jones Financial Companies LLLP | 7,460 | $354.0K | 0.00% | −1,366−15.5% | Reduced |
| Northwest Bancshares, Inc. | 7,464 | $354.0K | 0.07% | −460−5.8% | Reduced |
| Guardian Investment Management | 15,000 | $353.0K | 0.25% | −275−1.8% | Reduced |
| Dearborn Partners LLC | 7,445 | $353.0K | 0.01% | 00.0% | Unchanged |
| Access Financial Services, Inc. | 7,439 | $353.0K | 0.16% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 7,451 | $353.0K | 0.01% | +607+8.9% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 7,413 | $351.0K | 0.10% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 7,412 | $351.0K | 0.08% | +23+0.3% | Added |
| American Century Companies Inc | 7,382 | $350.0K | 0.00% | −2,867−28.0% | Reduced |
| SevenBridge Financial Group, LLC | 7,342 | $348.0K | 0.11% | −1,130−13.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 7,334 | $348.0K | 0.02% | −312−4.1% | Reduced |
| Sage Investment Advisers LLC | 7,346 | $348.0K | 0.45% | +7,346 | New |
| Marble Harbor Investment Counsel, LLC | 7,311 | $346.0K | 0.04% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 7,306 | $346.0K | 0.11% | +36+0.5% | Added |
| Kenfarb & Co. | 7,300 | $346.0K | 0.25% | +7,300 | New |
| Smith Anglin Financial, LLC | 7,273 | $345.0K | 0.06% | +436+6.4% | Added |
| Regent Investment Management LLC | 7,265 | $344.0K | 0.07% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 7,253 | $344.0K | 0.20% | +7,253 | New |
| TD Ameritrade Investment Management, LLC | 7,244 | $343.0K | 0.00% | −988−12.0% | Reduced |
| Greatmark Investment Partners, Inc. | 7,186 | $341.0K | 0.06% | 00.0% | Unchanged |
| Pineno Levin & Ford Asset Management, Inc. | 7,197 | $341.0K | 0.10% | +1,500+26.3% | Added |
| King Wealth | 7,153 | $339.0K | 0.06% | −155−2.1% | Reduced |
| PDS Planning, Inc | 7,137 | $338.0K | 0.06% | −880−11.0% | Reduced |
| Tiedemann Advisors, LLC | 6,967 | $337.0K | 0.02% | 00.0% | Unchanged |
| Cowa, LLC | 7,117 | $337.0K | 0.17% | 00.0% | Unchanged |
| Stonnington Group, LLC | 6,800 | $336.0K | 0.07% | −3,000−30.6% | Reduced |
| Atlas Private Wealth Management | 7,088 | $336.0K | 0.19% | −410−5.5% | Reduced |
| Institute for Wealth Management, LLC. | 7,086 | $336.0K | 0.05% | +5+0.1% | Added |