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 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 3,959 | $188.0K | 0.12% | +3,156+393.0% | Added |
| Capital Advisors, Ltd. LLC | 3,936 | $187.0K | 0.03% | −1,409−26.4% | Reduced |
| Sittner & Nelson, LLC | 3,912 | $185.0K | 0.11% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3,857 | $183.0K | 0.04% | +39+1.0% | Added |
| Eagle Bay Advisors LLC | 3,799 | $181.0K | 0.12% | −786−17.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 3,825 | $181.0K | 0.09% | −388−9.2% | Reduced |
| Harbor Investment Advisory, LLC | 3,800 | $180.0K | 0.02% | +77+2.1% | Added |
| Gemmer Asset Management LLC | 3,776 | $179.0K | 0.02% | +31+0.8% | Added |
| Bellevue Asset Management, LLC | 3,723 | $176.0K | 0.10% | +9+0.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,708 | $176.0K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 3,665 | $173.7K | 0.13% | +3,665 | New |
| Key Financial Inc | 3,647 | $173.0K | 0.09% | +881+31.9% | Added |
| Piscataqua Savings Bank | 3,627 | $172.0K | 0.14% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,579 | $170.0K | 0.02% | −104,794−96.7% | Reduced |
| Marshall Wace, LLP | 3,462 | $164.0K | 0.00% | −4,164−54.6% | Reduced |
| Acima Private Wealth, LLC | 3,452 | $164.0K | 0.07% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 3,400 | $164.0K | 0.14% | 00.0% | Unchanged |
| Beecher Investors Inc | 3,460 | $164.0K | 0.20% | +3,460 | New |
| Migdal Insurance & Financial Holdings Ltd. | 3,395 | $160.0K | 0.00% | +150+4.6% | Added |
| West Oak Capital, LLC | 3,360 | $159.0K | 0.06% | −175−5.0% | Reduced |
| CNB Bank | 3,349 | $159.0K | 0.09% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3,310 | $157.0K | 0.01% | +352+11.9% | Added |
| Charter Oak Capital Management, LLC | 3,300 | $156.0K | 0.02% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 3,257 | $155.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 3,383 | $154.0K | 0.03% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 3,235 | $153.0K | 0.01% | −370−10.3% | Reduced |
| Sargent Bickham Lagudis LLC | 3,181 | $151.0K | 0.01% | −30,042−90.4% | Reduced |
| Versant Capital Management, Inc | 3,188 | $151.0K | 0.05% | −1,500−32.0% | Reduced |
| Benjamin Edwards Inc | 3,157 | $150.0K | 0.05% | +1,432+83.0% | Added |
| Central Bank & Trust Co | 3,155 | $149.0K | 0.02% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 3,120 | $148.0K | 0.04% | +3,120 | New |
| Laurel Wealth Advisors LLC | 3,105 | $147.0K | 0.03% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 3,062 | $145.0K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 3,066 | $145.0K | 0.07% | −45−1.4% | Reduced |
| JFS Wealth Advisors, LLC | 3,029 | $144.0K | 0.01% | +395+15.0% | Added |
| WFA of San Diego, LLC | 3,012 | $143.0K | 0.08% | +3,012 | New |
| Monolith Advisors | 3,002 | $143.0K | 0.11% | +3,002 | New |
| Aspire Private Capital, LLC | 2,988 | $142.0K | 0.04% | +35+1.2% | Added |
| Antonetti Capital Management LLC | 2,955 | $140.0K | 0.11% | −75−2.5% | Reduced |
| First National Bank of South Miami | 2,955 | $140.0K | 0.08% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 2,888 | $137.0K | 0.06% | +54+1.9% | Added |
| Archer Investment Corp | 2,862 | $135.6K | 0.05% | +22+0.8% | Added |
| JJJ Advisors Inc. | 2,803 | $133.0K | 0.04% | +4+0.1% | Added |
| Norway Savings Bank | 2,773 | $131.0K | 0.06% | +284+11.4% | Added |
| Mystic Asset Management, Inc. | 2,725 | $129.0K | 0.06% | +2,725 | New |
| AlphaMark Advisors, LLC | 2,622 | $124.0K | 0.04% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 2,600 | $123.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 2,604 | $123.0K | 0.03% | +18+0.7% | Added |
| GPS Wealth Strategies Group, LLC | 2,582 | $122.0K | 0.03% | +710+37.9% | Added |
| Pacific Center for Financial Services | 2,553 | $121.0K | 0.05% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,520 | $121.0K | 0.10% | +2,520 | New |
| Islay Capital Management, LLC | 2,534 | $120.0K | 0.09% | +20+0.8% | Added |
| Prestige Wealth Management Group LLC | 2,522 | $119.0K | 0.03% | −80−3.1% | Reduced |
| RE Dickinson Investment Advisors, LLC | 2,520 | $119.0K | 0.09% | +2,520 | New |
| Strategic Asset Management, LLC | 2,472 | $117.0K | 0.16% | −1,200−32.7% | Reduced |
| Pin Oak Investment Advisors Inc | 2,447 | $116.0K | 0.12% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2,416 | $114.0K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 2,400 | $114.0K | 0.07% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 2,400 | $113.0K | 0.02% | +2,400 | New |
| Covestor Ltd | 2,377 | $113.0K | 0.16% | +2,377 | New |
| High Net Worth Advisory Group LLC | 2,379 | $113.0K | 0.04% | +2,379 | New |
| Fortis Advisors, LLC | 2,365 | $112.0K | 0.07% | +2,365 | New |
| Logan Capital Management Inc | 2,307 | $109.0K | 0.00% | −288−11.1% | Reduced |
| Tompkins Financial Corp | 2,300 | $109.0K | 0.02% | 00.0% | Unchanged |
| Costello Asset Management, INC | 2,300 | $109.0K | 0.07% | 00.0% | Unchanged |
| O'Dell Group, LLC | 2,302 | $109.0K | 0.03% | +257+12.6% | Added |
| Commons Capital, LLC | 2,236 | $106.0K | 0.11% | +2,236 | New |
| Carolinas Wealth Consulting LLC | 2,147 | $104.0K | 0.02% | −255−10.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2,136 | $101.0K | 0.03% | +2,136 | New |
| Highlander Capital Management, LLC | 2,095 | $99.0K | 0.05% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 2,030 | $96.0K | 0.01% | −500−19.8% | Reduced |
| Atticus Wealth Management, LLC | 2,032 | $96.0K | 0.04% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 2,000 | $95.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,991 | $94.3K | 0.04% | +13+0.7% | Added |
| Sierra Capital LLC | 1,788 | $85.0K | 0.01% | +200+12.6% | Added |
| Security Financial Services, INC. | 1,767 | $84.0K | 0.03% | +1,767 | New |
| Lake Point Wealth Management | 1,712 | $81.0K | 0.04% | +1+0.1% | Added |
| Glen Eagle Advisors, LLC | 1,677 | $79.5K | 0.02% | +194+13.1% | Added |
| Lenox Wealth Advisors, LLC | 1,668 | $79.0K | 0.01% | −47−2.7% | Reduced |
| Accel Wealth Management | 1,665 | $79.0K | 0.04% | +5+0.3% | Added |
| Sawyer & Company, Inc | 1,650 | $78.0K | 0.03% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,599 | $76.0K | 0.05% | −44−2.7% | Reduced |
| Hoese & Co LLP | 1,600 | $76.0K | 0.08% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,600 | $76.0K | 0.15% | +1,600 | New |
| Rock Creek Group, LP | 1,534 | $73.0K | 0.01% | −198−11.4% | Reduced |
| Global Financial Private Client, LLC | 1,530 | $72.5K | 0.04% | +1,004+190.9% | Added |
| Glassman Wealth Services | 1,497 | $71.0K | 0.01% | −1,208−44.7% | Reduced |
| Veritas Investment Management (UK) Ltd | 1,500 | $71.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,500 | $71.0K | 0.04% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 1,500 | $71.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,492 | $71.0K | 0.01% | +87+6.2% | Added |
| EverSource Wealth Advisors, LLC | 1,461 | $69.0K | 0.02% | +1,461 | New |
| Timber Creek Capital Management LLC | 1,440 | $68.0K | 0.02% | 00.0% | Unchanged |
| Curi Capital | 1,415 | $67.0K | 0.01% | +1,415 | New |
| Global Trust Asset Management, LLC | 1,364 | $65.0K | 0.03% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,362 | $65.0K | 0.01% | +6+0.4% | Added |
| Canton Hathaway, LLC | 1,340 | $64.0K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,325 | $63.0K | 0.04% | −9,442−87.7% | Reduced |
| Kozak & Associates, Inc. | 1,203 | $62.0K | 0.04% | +21+1.8% | Added |
| Norwood Financial Corp | 1,310 | $62.0K | 0.09% | +1,310 | New |