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 |
|---|---|---|---|---|---|
| AtlasMark Financial, Inc | 5,915 | $280.3K | 0.34% | 00.0% | Unchanged |
| First Citizens Financial Corp | 5,912 | $280.0K | 0.20% | 00.0% | Unchanged |
| Resources Management Corp | 5,878 | $279.0K | 0.04% | +100+1.7% | Added |
| Old North State Trust, LLC | 5,889 | $279.0K | 0.20% | +1,585+36.8% | Added |
| Strategic Blueprint, LLC | 5,888 | $279.0K | 0.04% | +5,888 | New |
| BLB&B Advisors, LLC | 5,873 | $278.0K | 0.02% | −3,100−34.5% | Reduced |
| ARS Wealth Advisors Group, LLC | 5,862 | $278.0K | 0.05% | +90+1.6% | Added |
| American Institute for Advanced Investment Management, LLP | 5,855 | $277.0K | 0.19% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,845 | $277.0K | 0.01% | +106+1.8% | Added |
| Childress Capital Advisors, LLC | 5,826 | $276.0K | 0.11% | −150−2.5% | Reduced |
| Domani Wealth, LLC | 5,832 | $276.0K | 0.05% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 5,820 | $276.0K | 0.02% | 00.0% | Unchanged |
| Wendell David Associates Inc | 5,800 | $275.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 5,804 | $275.0K | 0.16% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 5,785 | $274.0K | 0.18% | −65−1.1% | Reduced |
| Johnson Midwest Financial, LLC | 5,753 | $273.0K | 0.20% | −274−4.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,666 | $273.0K | 0.02% | +405+7.7% | Added |
| Yarger Wealth Strategies, LLC | 5,767 | $273.0K | 0.29% | +5,767 | New |
| Nicolet Bankshares Inc | 5,740 | $272.0K | 0.06% | −468−7.5% | Reduced |
| CRA Financial Services, LLC | 5,734 | $272.0K | 0.08% | +16+0.3% | Added |
| Raleigh Capital Management Inc. | 5,740 | $272.0K | 0.28% | +5,740 | New |
| Townsend Asset Management Corp | 5,694 | $270.0K | 0.13% | −746−11.6% | Reduced |
| CVA Family Office, LLC | 5,704 | $270.0K | 0.07% | +440+8.4% | Added |
| Cedar Brook Financial Partners, LLC | 5,668 | $269.0K | 0.07% | +1,231+27.7% | Added |
| D'Orazio & Associates, Inc. | 5,671 | $269.0K | 0.06% | +1,365+31.7% | Added |
| HBK Investments L P | 5,654 | $268.0K | 0.01% | −2,931−34.1% | Reduced |
| Weatherly Asset Management L. P. | 5,651 | $268.0K | 0.03% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 5,667 | $268.0K | 0.10% | −100−1.7% | Reduced |
| Monetary Management Group Inc | 5,626 | $267.0K | 0.07% | −4,500−44.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 5,641 | $267.0K | 0.04% | −900−13.8% | Reduced |
| Trustco Bank Corp N Y | 5,641 | $267.0K | 0.23% | +225+4.2% | Added |
| Bienville Capital Management, LLC | 5,500 | $266.0K | 0.19% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 5,584 | $265.0K | 0.07% | +806+16.9% | Added |
| Fairfield, Bush & Co. | 5,568 | $264.0K | 0.13% | 00.0% | Unchanged |
| Colonial Trust Advisors | 5,568 | $264.0K | 0.03% | 00.0% | Unchanged |
| Mark Stevens | 5,552 | $263.0K | 0.03% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5,551 | $263.0K | 0.03% | +4+0.1% | Added |
| Retirement Group, LLC | 5,527 | $262.0K | 0.11% | +12+0.2% | Added |
| Charter Trust Co | 5,500 | $261.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 5,487 | $260.0K | 0.03% | −1,244−18.5% | Reduced |
| Capital Investment Counsel, Inc | 5,476 | $260.0K | 0.05% | −600−9.9% | Reduced |
| Clarus Group, Inc. | 6,084 | $259.0K | 0.17% | −956−13.6% | Reduced |
| WealthShield Partners, LLC | 5,457 | $259.0K | 0.04% | +646+13.4% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 5,453 | $258.0K | 0.06% | −89−1.6% | Reduced |
| BT Wealth Management LLC | 5,441 | $258.0K | 0.07% | +5,441 | New |
| Round Table Services, LLC | 5,418 | $257.0K | 0.05% | −22−0.4% | Reduced |
| Arq Wealth Advisors, LLC | 5,428 | $257.0K | 0.18% | 00.0% | Unchanged |
| Truepoint, Inc. | 5,400 | $256.0K | 0.01% | −250−4.4% | Reduced |
| Ellsworth Advisors, LLC | 5,412 | $256.0K | 0.09% | +26+0.5% | Added |
| Xcel Wealth Management, LLC | 5,409 | $256.0K | 0.07% | +5,409 | New |
| First Financial Corp | 5,350 | $254.0K | 0.16% | 00.0% | Unchanged |
| Mechanics Financial Corp | 5,365 | $254.0K | 0.12% | +5,365 | New |
| 626 Financial, LLC | 5,368 | $254.0K | 0.16% | +5,368 | New |
| St Germain D J Co Inc | 5,337 | $253.0K | 0.01% | −865−13.9% | Reduced |
| WMS Partners, LLC | 5,345 | $253.0K | 0.05% | −610−10.2% | Reduced |
| Univest Financial Corp | 5,330 | $253.0K | 0.06% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5,326 | $252.0K | 0.01% | +5,326 | New |
| Morris Financial Concepts, Inc. | 5,322 | $252.0K | 0.21% | +5,322 | New |
| Schechter Investment Advisors, LLC | 5,298 | $252.0K | 0.02% | +5,298 | New |
| Toth Financial Advisory Corp | 5,305 | $251.0K | 0.03% | −88−1.6% | Reduced |
| Madden Securities Corp | 5,306 | $251.0K | 0.12% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 5,291 | $251.0K | 0.04% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 5,260 | $249.0K | 0.18% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 5,200 | $249.0K | 0.08% | +545+11.7% | Added |
| Brandywine Oak Private Wealth LLC | 5,241 | $248.0K | 0.03% | −38−0.7% | Reduced |
| Herold Advisors, Inc. | 5,245 | $248.0K | 0.10% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 5,244 | $248.0K | 0.06% | +92+1.8% | Added |
| Cannell Peter B & Co Inc | 5,215 | $247.0K | 0.01% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 5,218 | $247.0K | 0.04% | +7+0.1% | Added |
| Howard Financial Services, Ltd. | 5,222 | $247.0K | 0.07% | +645+14.1% | Added |
| Plante Moran Financial Advisors, LLC | 5,201 | $246.0K | 0.04% | −3,576−40.7% | Reduced |
| Enterprise Financial Services Corp | 5,197 | $246.0K | 0.04% | −189−3.5% | Reduced |
| Aspen Investment Management Inc | 5,190 | $246.0K | 0.12% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 5,192 | $246.0K | 0.07% | +203+4.1% | Added |
| 9258 Wealth Management, LLC | 5,169 | $245.0K | 0.06% | −298−5.5% | Reduced |
| Community Bank, N.A. | 5,166 | $245.0K | 0.03% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 5,168 | $245.0K | 0.07% | +506+10.9% | Added |
| Kovitz Investment Group Partners, LLC | 5,899 | $242.0K | 0.01% | −3,554−37.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,100 | $242.0K | 0.02% | −1,348−20.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,110 | $242.0K | 0.02% | +5,110 | New |
| Ahrens Investment Partners LLC | 5,101 | $242.0K | 0.11% | +5,101 | New |
| Mezzasalma Advisors, LLC | 5,082 | $241.0K | 0.13% | −1,342−20.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 5,069 | $240.0K | 0.06% | +5,069 | New |
| Keb Asset Management, LLC | 5,064 | $240.0K | 0.15% | +5,064 | New |
| Zullo Investment Group, Inc. | 5,061 | $240.0K | 0.12% | +5,061 | New |
| Mairs & Power Inc | 5,021 | $238.0K | 0.00% | +20.0% | Added |
| WealthCare Investment Partners, LLC | 5,024 | $238.0K | 0.23% | +5,024 | New |
| Carson Advisory Inc. | 5,014 | $238.0K | 0.24% | +5,014 | New |
| Fosun International Ltd | 5,000 | $237.0K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 4,998 | $237.0K | 0.04% | −79−1.6% | Reduced |
| Gries Financial LLC | 5,005 | $237.0K | 0.10% | 00.0% | Unchanged |
| Greenhouse Wealth Management, LLC | 4,992 | $237.0K | 0.21% | 00.0% | Unchanged |
| Apeiron RIA LLC | 5,000 | $237.0K | 0.10% | +5,000 | New |
| Vigilant Capital Management, LLC | 4,988 | $236.0K | 0.02% | +4,185+521.2% | Added |
| White Pine Investment CO | 4,966 | $235.0K | 0.08% | −584−10.5% | Reduced |
| Kolinsky Wealth Management, LLC | 4,967 | $235.0K | 0.22% | +4,967 | New |
| Courier Capital LLC | 4,939 | $234.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4,918 | $233.0K | 0.02% | +3,099+170.4% | Added |
| Meiji Yasuda Life Insurance Co | 4,907 | $233.0K | 0.00% | +4,907 | New |
| Bellecapital International Ltd. | 4,890 | $232.0K | 0.07% | 00.0% | Unchanged |