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 |
|---|---|---|---|---|---|
| DCM Advisors, LLC | 7,069 | $335.0K | 0.10% | +7,069 | New |
| JT Stratford LLC | 7,027 | $333.0K | 0.09% | −45−0.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,024 | $333.0K | 0.02% | +7,024 | New |
| Hunter Associates Investment Management LLC | 7,000 | $332.0K | 0.09% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 7,000 | $332.0K | 0.24% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 6,998 | $332.0K | 0.03% | +650+10.2% | Added |
| Calton & Associates, Inc. | 7,004 | $331.0K | 0.09% | −276−3.8% | Reduced |
| First Financial Bank - Trust Division | 6,980 | $331.0K | 0.03% | −124−1.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 6,985 | $331.0K | 0.01% | −20.0% | Reduced |
| Element Wealth, LLC | 6,982 | $331.0K | 0.25% | +161+2.4% | Added |
| Arvest Trust Co N A | 6,980 | $331.0K | 0.02% | +6,980 | New |
| Buckingham Strategic Partners | 6,994 | $331.0K | 0.07% | +6,994 | New |
| Dowling & Yahnke LLC | 6,965 | $330.0K | 0.02% | −900−11.4% | Reduced |
| Hexagon Capital Partners LLC | 6,963 | $330.0K | 0.09% | +1,382+24.8% | Added |
| Peoples Financial Services Corp. | 6,947 | $329.0K | 0.13% | −800−10.3% | Reduced |
| Strategic Financial Services, Inc, | 6,937 | $329.0K | 0.02% | −193−2.7% | Reduced |
| Bremer Bank National Association | 6,935 | $328.0K | 0.05% | −160−2.3% | Reduced |
| Coastline Trust Co | 6,925 | $328.0K | 0.04% | −100−1.4% | Reduced |
| Rockland Trust Co | 6,917 | $328.0K | 0.02% | −38−0.5% | Reduced |
| Pacitti Group Inc. | 6,914 | $328.0K | 0.21% | 00.0% | Unchanged |
| Vicus Capital | 6,474 | $328.0K | 0.03% | +6,474 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 6,373 | $328.0K | 0.21% | +6,373 | New |
| Infusive Asset Management Inc. | 6,898 | $327.0K | 0.11% | −382−5.2% | Reduced |
| Connable Office Inc | 6,877 | $326.0K | 0.04% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 6,850 | $325.0K | 0.22% | +6,850 | New |
| Physicians Financial Services, Inc. | 6,829 | $324.0K | 0.12% | −1,398−17.0% | Reduced |
| Transform Wealth, LLC | 6,837 | $324.0K | 0.03% | −1,134−14.2% | Reduced |
| Wells Trecaso Financial Group, LLC | 6,841 | $324.0K | 0.14% | +5+0.1% | Added |
| Vivaldi Capital Management, LLC | 6,815 | $323.0K | 0.07% | +6,815 | New |
| MQS Management LLC | 6,811 | $323.0K | 0.52% | +6,811 | New |
| Guyasuta Investment Advisors Inc | 6,798 | $322.0K | 0.02% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 6,774 | $321.0K | 0.01% | +6,774 | New |
| Northstar Group, Inc. | 6,737 | $320.0K | 0.08% | −2,947−30.4% | Reduced |
| City Holding Co | 6,252 | $320.0K | 0.05% | −1,206−16.2% | Reduced |
| Godsey & Gibb Associates | 6,748 | $320.0K | 0.10% | +6,748 | New |
| Callahan Advisors, LLC | 6,728 | $319.0K | 0.04% | +12+0.2% | Added |
| Souders Financial Advisors | 6,741 | $319.0K | 0.09% | +51+0.8% | Added |
| Albion Financial Group | 6,696 | $317.0K | 0.03% | −1,987−22.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,670 | $316.0K | 0.07% | −838−11.2% | Reduced |
| TCG Advisory Services, LLC | 6,670 | $316.0K | 0.07% | −404−5.7% | Reduced |
| State of Wyoming | 6,669 | $316.0K | 0.15% | +3,377+102.6% | Added |
| qPULA Trading Management LP | 6,677 | $316.0K | 0.56% | +6,677 | New |
| LeJeune Puetz Investment Counsel LLC | 6,636 | $314.0K | 0.11% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 6,623 | $314.0K | 0.25% | +6,623 | New |
| Pinnacle Bancorp, Inc. | 6,614 | $313.0K | 0.11% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 6,615 | $313.0K | 0.17% | 00.0% | Unchanged |
| 1st Source Bank | 6,592 | $313.0K | 0.02% | 00.0% | Unchanged |
| J2 Capital Management Inc | 6,610 | $313.0K | 0.30% | +6,610 | New |
| Summit Trail Advisors, LLC | 6,438 | $311.0K | 0.02% | −1,058−14.1% | Reduced |
| Sage Mountain Advisors LLC | 6,572 | $311.0K | 0.04% | +1,091+19.9% | Added |
| Northcape Wealth Management, LLC | 6,570 | $311.0K | 0.10% | +6,570 | New |
| Keystone Financial Group | 6,543 | $310.0K | 0.05% | +26+0.4% | Added |
| Compass Financial Advisors LLC | 6,542 | $310.0K | 0.34% | +6,542 | New |
| Minot Wealth Management LLC | 6,520 | $309.0K | 0.06% | −1,051−13.9% | Reduced |
| FLC Capital Advisors | 6,526 | $309.0K | 0.09% | −1,000−13.3% | Reduced |
| West Bancorporation Inc | 6,530 | $309.0K | 0.24% | +6,530 | New |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $308.0K | 0.09% | 00.0% | Unchanged |
| Carlson Capital Management | 6,470 | $307.0K | 0.03% | −981−13.2% | Reduced |
| Smithfield Trust Co | 6,445 | $307.0K | 0.02% | +50+0.8% | Added |
| Wealth Effects LLC | 6,475 | $307.0K | 0.13% | +6,475 | New |
| Avalon Investment & Advisory | 6,461 | $306.0K | 0.01% | −630−8.9% | Reduced |
| Boston Common Asset Management, LLC | 6,451 | $306.0K | 0.01% | +322+5.3% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 6,439 | $305.0K | 0.16% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 6,414 | $304.0K | 0.02% | +886+16.0% | Added |
| Financial Architects, Inc | 6,385 | $303.0K | 0.04% | −194−2.9% | Reduced |
| StrategIQ Financial Group, LLC | 6,397 | $303.0K | 0.03% | +6,397 | New |
| Beck Mack & Oliver LLC | 6,380 | $302.0K | 0.01% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 6,343 | $301.0K | 0.01% | +6,343 | New |
| Krilogy Financial LLC | 6,331 | $300.0K | 0.03% | +6,331 | New |
| TSFG, LLC | 6,310 | $299.0K | 0.10% | −77−1.2% | Reduced |
| Webster Bank, N. A. | 6,309 | $299.0K | 0.03% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 6,291 | $298.0K | 0.10% | 00.0% | Unchanged |
| Insight Advisors, LLC | 6,272 | $297.0K | 0.09% | −68−1.1% | Reduced |
| Americana Partners, LLC | 6,246 | $295.0K | 0.05% | −21,214−77.3% | Reduced |
| Financial Management Professionals, Inc. | 6,232 | $295.0K | 0.06% | +12+0.2% | Added |
| Eubel Brady & Suttman Asset Management Inc | 6,234 | $295.0K | 0.06% | +94+1.5% | Added |
| Claro Advisors LLC | 6,200 | $294.0K | 0.11% | +46+0.7% | Added |
| Barr E S & Co | 6,198 | $294.0K | 0.02% | +346+5.9% | Added |
| First United Bank Trust | 6,181 | $293.0K | 0.11% | +6,181 | New |
| Main Street Financial Solutions, LLC | 6,132 | $291.0K | 0.04% | −127−2.0% | Reduced |
| Arrow Financial Corp | 6,131 | $290.0K | 0.03% | −100−1.6% | Reduced |
| Proficio Capital Partners LLC | 6,116 | $290.0K | 0.04% | −30−0.5% | Reduced |
| Abbrea Capital, LLC | 6,015 | $290.0K | 0.04% | +300+5.2% | Added |
| First National Bank of Omaha | 6,125 | $290.0K | 0.01% | +1,282+26.5% | Added |
| Keeley-Teton Advisors, LLC | 6,120 | $290.0K | 0.03% | +6,120 | New |
| NTB Financial Corp | 6,100 | $289.0K | 0.20% | +6,100 | New |
| Tocqueville Asset Management L.P. | 6,080 | $288.0K | 0.00% | −718−10.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,071 | $288.0K | 0.03% | −12−0.2% | Reduced |
| Silvant Capital Management LLC | 5,966 | $288.0K | 0.05% | 00.0% | Unchanged |
| Defender Capital, LLC. | 6,086 | $288.0K | 0.09% | +6,086 | New |
| Summit Wealth Partners, LLC | 6,063 | $287.3K | 0.06% | +12+0.2% | Added |
| Boenning & Scattergood, Inc. | 6,049 | $287.0K | 0.05% | −100−1.6% | Reduced |
| Mirador Capital Partners LP | 6,007 | $285.0K | 0.06% | −976−14.0% | Reduced |
| Mayfair Advisory Group, LLC | 5,853 | $285.0K | 0.38% | −76−1.3% | Reduced |
| Hemenway Trust Co LLC | 5,990 | $284.0K | 0.03% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 5,952 | $282.0K | 0.08% | −1,194−16.7% | Reduced |
| Barry Investment Advisors, LLC | 5,844 | $282.0K | 0.07% | +31+0.5% | Added |
| Oak Harbor Wealth Partners, LLC | 5,945 | $282.0K | 0.10% | +5,945 | New |
| Manchester Capital Management LLC | 5,940 | $281.0K | 0.04% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 5,939 | $281.0K | 0.27% | +5,939 | New |