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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 1,238 | $58.0K | 0.01% | −850−40.7% | Reduced |
| West Branch Capital LLC | 1,215 | $58.0K | 0.02% | 00.0% | Unchanged |
| Surevest, LLC | 1,222 | $58.0K | 0.01% | +1,222 | New |
| American State Bank (Iowa) | 1,220 | $57.8K | 0.04% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1,202 | $57.0K | 0.04% | −574−32.3% | Reduced |
| Stephenson National Bank & Trust | 1,200 | $57.0K | 0.03% | 00.0% | Unchanged |
| Bleichroeder LP | 1,200 | $57.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,197 | $57.0K | 0.04% | 00.0% | Unchanged |
| First PREMIER Bank | 1,190 | $56.0K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 1,177 | $56.0K | 0.04% | +9+0.8% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,147 | $54.0K | 0.02% | +1,147 | New |
| Total Clarity Wealth Management, Inc. | 1,100 | $52.0K | 0.02% | −10,400−90.4% | Reduced |
| RGT Wealth Advisors, LLC | 1,075 | $51.0K | 0.01% | +1,075 | New |
| West Paces Advisors Inc. | 1,064 | $50.4K | 0.02% | +28+2.7% | Added |
| Larson Financial Group LLC | 1,057 | $50.0K | 0.01% | −10,777−91.1% | Reduced |
| Cornerstone Management, Inc. | 1,051 | $49.8K | 0.01% | +1,051 | New |
| Tradewinds Capital Management, LLC | 1,032 | $49.0K | 0.01% | −100−8.8% | Reduced |
| Tacita Capital Inc | 1,025 | $49.0K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,027 | $49.0K | 0.02% | +7+0.7% | Added |
| FSB Premier Wealth Management, Inc. | 1,033 | $48.0K | 0.02% | +1,033 | New |
| Ossiam | 1,010 | $48.0K | 0.00% | +1,010 | New |
| Horizon Financial Services, LLC | 1,000 | $47.4K | 0.03% | +1,000 | New |
| Tower View Investment Management & Research LLC | 1,000 | $47.0K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,000 | $47.0K | 0.03% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 995 | $47.0K | 0.02% | +995 | New |
| Rosenberg Matthew Hamilton | 968 | $46.0K | 0.02% | −229−19.1% | Reduced |
| MV Capital Management, Inc. | 962 | $46.0K | 0.01% | −92−8.7% | Reduced |
| Corsicana & Co. | 963 | $46.0K | 0.03% | 00.0% | Unchanged |
| SBK Financial, Inc. | 975 | $46.0K | 0.04% | +975 | New |
| Quent Capital, LLC | 965 | $46.0K | 0.01% | +965 | New |
| Copeland Capital Management, LLC | 943 | $45.0K | 0.00% | −455−32.5% | Reduced |
| Earnest Partners LLC | 940 | $45.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 933 | $44.0K | 0.03% | +4+0.4% | Added |
| Paragon Capital Management Ltd | 908 | $43.0K | 0.01% | +908 | New |
| RWM Asset Management, LLC | 883 | $42.0K | 0.01% | +17+2.0% | Added |
| American National Bank | 823 | $39.0K | 0.01% | +823 | New |
| Intelligent Financial Strategies | 800 | $38.0K | 0.03% | +800 | New |
| Carroll Investors, Inc | 810 | $38.0K | 0.02% | +810 | New |
| Exane Derivatives | 796 | $37.7K | 0.01% | +257+47.7% | Added |
| Optiver Holding B.V. | 805 | $37.0K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 788 | $37.0K | 0.03% | +788 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 760 | $36.0K | 0.02% | +140+22.6% | Added |
| Ahl Investment Management, Inc. | 750 | $36.0K | 0.03% | +750 | New |
| AGF Investments LLC | 744 | $35.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 735 | $35.0K | 0.01% | +6+0.8% | Added |
| Rather & Kittrell, Inc. | 744 | $35.0K | 0.03% | +744 | New |
| Tilia Fiduciary Partners, Inc. | 727 | $34.0K | 0.03% | +727 | New |
| Baron Financial Group, LLC | 700 | $33.2K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 695 | $33.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 690 | $33.0K | 0.01% | +6+0.9% | Added |
| Shore Point Advisors, LLC | 697 | $33.0K | 0.03% | +697 | New |
| Okabena Investment Services Inc | 684 | $32.0K | 0.01% | +684 | New |
| TAP Consulting, LLC | 682 | $32.0K | 0.01% | +682 | New |
| PSI Advisors, LLC | 651 | $31.0K | 0.01% | −511−44.0% | Reduced |
| Tortoise Investment Management, LLC | 656 | $31.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 645 | $31.0K | 0.02% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 650 | $31.0K | 0.02% | +650 | New |
| Richwood Investment Advisors, LLC | 660 | $31.0K | 0.03% | +660 | New |
| JNBA Financial Advisors | 633 | $30.0K | 0.00% | +52+9.0% | Added |
| Rinkey Investments | 623 | $30.0K | 0.03% | +623 | New |
| United Community Bank | 632 | $29.9K | 0.03% | +632 | New |
| McIlrath & Eck, LLC | 616 | $29.0K | 0.01% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 581 | $28.0K | 0.00% | −204−26.0% | Reduced |
| Professional Financial Advisors, LLC | 588 | $28.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 584 | $28.0K | 0.01% | +4+0.7% | Added |
| Beaird Harris Wealth Management, LLC | 549 | $26.0K | 0.01% | +549 | New |
| Alaethes Wealth LLC | 535 | $25.0K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 531 | $25.0K | 0.00% | +147+38.3% | Added |
| Gleason Group, Inc. | 515 | $24.0K | 0.01% | +9+1.8% | Added |
| Country Trust Bank | 505 | $24.0K | 0.00% | +30+6.3% | Added |
| Core Alternative Capital | 509 | $24.0K | 0.00% | +86+20.3% | Added |
| Karlinski Andrew C | 506 | $24.0K | 0.04% | +506 | New |
| Halpern Financial, Inc. | 500 | $23.7K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 485 | $23.0K | 0.01% | −3,212−86.9% | Reduced |
| Ulland Investment Advisors, LLC | 492 | $23.0K | 0.01% | +492 | New |
| Hanson & Doremus Investment Management | 464 | $22.0K | 0.00% | −375−44.7% | Reduced |
| Asset Dedication, LLC | 471 | $22.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 447 | $22.0K | 0.01% | +5+1.1% | Added |
| Freedman Financial Associates, Inc. | 455 | $22.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 470 | $22.0K | 0.00% | +170+56.7% | Added |
| Founders Capital Management | 439 | $21.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 425 | $20.1K | 0.01% | +425 | New |
| Proffitt & Goodson Inc | 420 | $20.0K | 0.00% | −2,025−82.8% | Reduced |
| Ten Capital Wealth Advisors, LLC | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 400 | $19.0K | 0.01% | +200+100.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 391 | $19.0K | 0.01% | +391 | New |
| NVWM, LLC | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 390 | $18.0K | 0.01% | +390 | New |
| Lumature Wealth Partners, LLC | 350 | $17.0K | 0.01% | 00.0% | Unchanged |
| Castle Financial & Retirement Planning Associates, Inc. | 312 | $16.0K | 0.05% | +312 | New |
| Perkins Coie Trust Co | 308 | $15.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 308 | $15.0K | 0.00% | +308 | New |
| Sageworth Trust Co | 300 | $14.0K | 0.00% | −74−19.8% | Reduced |
| Pittenger & Anderson Inc | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 305 | $14.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 300 | $14.0K | 0.01% | +100+50.0% | Added |
| Outfitter Financial LLC | 300 | $14.0K | 0.01% | +300 | New |
| Bivin & Associates, Inc. | 286 | $14.0K | 0.01% | +286 | New |