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 |
|---|---|---|---|---|---|
| Harvest Fund Management Co., Ltd | 4,918 | $232.0K | 0.04% | +753+18.1% | Added |
| M&R Capital Management Inc | 4,908 | $232.0K | 0.05% | +2,633+115.7% | Added |
| Merriman Wealth Management, LLC | 4,867 | $231.0K | 0.02% | −7,306−60.0% | Reduced |
| Sonata Capital Group Inc | 4,864 | $231.0K | 0.10% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 4,844 | $230.0K | 0.09% | −200−4.0% | Reduced |
| Sculati Wealth Management, LLC | 4,842 | $229.0K | 0.11% | 00.0% | Unchanged |
| Graypoint LLC | 4,833 | $229.0K | 0.02% | +48+1.0% | Added |
| Birch Hill Investment Advisors LLC | 4,805 | $228.0K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Planning, LLC | 4,800 | $227.0K | 0.26% | −1,369−22.2% | Reduced |
| Cranbrook Wealth Management, LLC | 4,793 | $227.0K | 0.05% | +8+0.2% | Added |
| Pure Financial Advisors, Inc. | 4,795 | $227.0K | 0.01% | +149+3.2% | Added |
| Legacy Financial Advisors, Inc. | 4,786 | $227.0K | 0.05% | +157+3.4% | Added |
| Horizon Wealth Management, LLC | 4,800 | $227.0K | 0.07% | +4,800 | New |
| Corrigan Financial, Inc. | 4,782 | $226.6K | 0.07% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 4,764 | $226.0K | 0.15% | 00.0% | Unchanged |
| Day & Ennis, LLC | 4,764 | $226.0K | 0.07% | −11−0.2% | Reduced |
| Sovereign Financial Group, Inc. | 4,770 | $226.0K | 0.09% | +179+3.9% | Added |
| TownSquare Capital, LLC | 4,750 | $225.0K | 0.01% | −536−10.1% | Reduced |
| Tanaka Capital Management Inc | 4,740 | $225.0K | 0.43% | −160−3.3% | Reduced |
| Sand Hill Global Advisors, LLC | 4,748 | $225.0K | 0.01% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 4,746 | $225.0K | 0.10% | +128+2.8% | Added |
| Alterna Wealth Management, Inc | 4,753 | $225.0K | 0.19% | +4,753 | New |
| Byrne Asset Management LLC | 4,730 | $224.0K | 0.15% | +4,730 | New |
| DT Investment Partners, LLC | 4,712 | $223.0K | 0.03% | −2,624−35.8% | Reduced |
| Wealth Management Associates, Inc. | 4,694 | $222.5K | 0.12% | +28+0.6% | Added |
| German American Bancorp, Inc. | 4,687 | $222.0K | 0.03% | +4,687 | New |
| Seizert Capital Partners, LLC | 4,653 | $221.0K | 0.01% | −1,875−28.7% | Reduced |
| Wealth Alliance | 4,661 | $221.0K | 0.04% | +151+3.3% | Added |
| Well Done, LLC | 4,648 | $220.0K | 0.04% | −291−5.9% | Reduced |
| Mosaic Family Wealth, LLC | 4,646 | $220.0K | 0.06% | +12+0.3% | Added |
| Chilton Capital Management LLC | 4,613 | $219.0K | 0.01% | −1,455−24.0% | Reduced |
| Woodmont Investment Counsel LLC | 4,626 | $219.0K | 0.03% | −110−2.3% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 4,624 | $219.0K | 0.02% | +50+1.1% | Added |
| Manhattan West Asset Management, LLC | 4,631 | $219.0K | 0.13% | +4,631 | New |
| Global Wealth Management Investment Advisory, Inc. | 4,604 | $218.0K | 0.07% | −1,000−17.8% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 4,590 | $218.0K | 0.06% | −365−7.4% | Reduced |
| Weaver Consulting Group | 4,608 | $218.0K | 0.10% | +193+4.4% | Added |
| Financial Advisory Group | 4,600 | $218.0K | 0.04% | +200+4.5% | Added |
| Elmwood Wealth Management, Inc. | 4,597 | $218.0K | 0.10% | +4,597 | New |
| HYA Advisors, Inc | 4,586 | $217.0K | 0.08% | −567−11.0% | Reduced |
| Jmac Enterprises LLC | 4,290 | $216.0K | 0.05% | +4,290 | New |
| Two Sigma Securities, LLC | 4,542 | $215.0K | 0.04% | −23,427−83.8% | Reduced |
| Concord Wealth Partners | 4,534 | $215.0K | 0.05% | +1,433+46.2% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 4,275 | $215.0K | 0.13% | +4,275 | New |
| Retirement Planning Co of New England, Inc. | 4,556 | $215.0K | 0.10% | +4,556 | New |
| Dividend Assets Capital, LLC | 4,516 | $214.0K | 0.04% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 4,511 | $214.0K | 0.07% | +115+2.6% | Added |
| Act Wealth Management, LLC | 4,497 | $213.0K | 0.12% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 4,462 | $212.0K | 0.05% | +9+0.2% | Added |
| True North Advisors, LLC | 4,477 | $212.0K | 0.04% | +4,477 | New |
| Thoroughbred Financial Services, LLC | 4,464 | $211.0K | 0.04% | −597−11.8% | Reduced |
| SOL Capital Management CO | 4,460 | $211.0K | 0.04% | −200−4.3% | Reduced |
| Bragg Financial Advisors, Inc | 4,635 | $211.0K | 0.01% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 4,457 | $211.0K | 0.03% | +16+0.4% | Added |
| Vestor Capital, LLC | 4,430 | $210.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 4,437 | $210.0K | 0.04% | +98+2.3% | Added |
| Aft, Forsyth & Company, Inc. | 4,425 | $210.0K | 0.11% | +4,425 | New |
| Angeles Investment Advisors, LLC | 4,422 | $210.0K | 0.01% | +4,422 | New |
| Wedmont Private Capital | 4,178 | $210.0K | 0.06% | +4,178 | New |
| Triad Financial Advisors, Inc. | 4,440 | $210.0K | 0.12% | +4,440 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,400 | $209.0K | 0.02% | +4,400 | New |
| Chickasaw Capital Management LLC | 4,400 | $209.0K | 0.01% | +4,400 | New |
| Fortitude Advisory Group L.L.C. | 4,405 | $209.0K | 0.11% | +4,405 | New |
| Creative Financial Designs Inc | 4,386 | $208.0K | 0.03% | −8−0.2% | Reduced |
| Country Club Trust Company, n.a. | 4,405 | $208.0K | 0.02% | +4,405 | New |
| MBA Advisors LLC | 4,376 | $207.0K | 0.13% | −495−10.2% | Reduced |
| Cubic Asset Management, LLC | 4,368 | $207.0K | 0.05% | +4,368 | New |
| Lehman & Derafelo Financial Resources LLC | 4,376 | $207.0K | 0.06% | +4,376 | New |
| Trust Co of Toledo NA | 4,339 | $206.0K | 0.03% | −338−7.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,355 | $206.0K | 0.13% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 4,356 | $206.0K | 0.02% | +4,356 | New |
| Ironwood Investment Counsel, LLC | 4,340 | $205.0K | 0.05% | +4,340 | New |
| Perennial Investment Advisors, LLC | 4,301 | $205.0K | 0.06% | +4,301 | New |
| Opal Wealth Advisors, LLC | 4,320 | $205.0K | 0.13% | +4,320 | New |
| Paradigm, Strategies in Wealth Management, LLC | 4,319 | $205.0K | 0.21% | +4,319 | New |
| One Charles Private Wealth Services, LLC | 4,311 | $204.0K | 0.12% | −2,129−33.1% | Reduced |
| Engrave Wealth Partners LLC | 4,306 | $204.0K | 0.06% | −133−3.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,307 | $204.0K | 0.02% | +63+1.5% | Added |
| SRS Capital Advisors, Inc. | 4,296 | $204.0K | 0.03% | +189+4.6% | Added |
| First Command Financial Services, Inc. | 4,304 | $204.0K | 0.03% | +921+27.2% | Added |
| Atalanta Sosnoff Capital, LLC | 4,297 | $204.0K | 0.00% | +4,297 | New |
| Donald L. Hagan, LLC | 4,290 | $203.0K | 0.10% | −595−12.2% | Reduced |
| Powell Investment Advisors, LLC | 4,200 | $203.0K | 0.12% | +4,200 | New |
| Kerntke Otto McGlone Wealth Management Group | 4,285 | $203.0K | 0.25% | +4,285 | New |
| Hills Bank & Trust Co | 4,269 | $202.0K | 0.03% | −2,477−36.7% | Reduced |
| Evermay Wealth Management LLC | 4,267 | $202.0K | 0.04% | −72−1.7% | Reduced |
| BancorpSouth Bank | 4,263 | $202.0K | 0.03% | +4,263 | New |
| Summit Financial Strategies, Inc. | 4,234 | $201.0K | 0.04% | −1,850−30.4% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,238 | $201.0K | 0.05% | −400−8.6% | Reduced |
| Beaumont Financial Partners, LLC | 4,231 | $201.0K | 0.01% | +4,231 | New |
| YHB Investment Advisors, Inc. | 4,236 | $201.0K | 0.02% | +4,236 | New |
| Signet Financial Management, LLC | 4,244 | $201.0K | 0.03% | +4,244 | New |
| Scissortail Wealth Management, LLC | 4,245 | $201.0K | 0.08% | +4,245 | New |
| Advisor OS, LLC | 4,213 | $200.0K | 0.04% | +4,213 | New |
| Sutton Wealth Advisors Inc. | 4,097 | $194.2K | 0.06% | −1,182−22.4% | Reduced |
| Private Capital Group, LLC | 4,004 | $193.0K | 0.04% | −637−13.7% | Reduced |
| Evolution Advisers, Inc. | 3,996 | $192.0K | 0.14% | +3,996 | New |
| Roble, Belko & Company, Inc | 4,015 | $190.0K | 0.04% | +297+8.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 4,006 | $190.0K | 0.17% | +4,006 | New |
| Stonebridge Capital Advisors LLC | 3,977 | $188.0K | 0.02% | +462+13.1% | Added |