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; 2,575 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 | 2,575 | $77.1B |
| Q1 2026 | 2,502 | $68.7B |
| Q4 2025 | 2,395 | $60.4B |
| Q3 2025 | 2,357 | $68.2B |
| Q2 2025 | 2,267 | $60.5B |
| Q1 2025 | 2,251 | $63.3B |
| Q4 2024 | 2,173 | $53.6B |
| Q3 2024 | 1,997 | $51.9B |
| Q2 2024 | 1,919 | $46.1B |
| Q1 2024 | 1,903 | $45.9B |
| Q4 2023 | 1,891 | $40.9B |
| Q3 2023 | 1,843 | $43.6B |
| Q2 2023 | 1,885 | $47.5B |
| Q1 2023 | 1,877 | $46.8B |
| Q4 2022 | 1,901 | $48.2B |
| Q3 2022 | 1,767 | $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 |
|---|---|---|---|---|---|
| Clifford Swan Investment Counsel LLC | 129,802 | $6.15M | 0.22% | +717+0.6% | Added |
| Wealthfront Advisers LLC | 129,125 | $6.12M | 0.03% | +3,585+2.9% | Added |
| Northern Oak Wealth Management Inc | 128,513 | $6.09M | 0.69% | −11,476−8.2% | Reduced |
| Regions Financial Corp | 128,096 | $6.07M | 0.05% | −1,656−1.3% | Reduced |
| GWM Advisors LLC | 127,934 | $6.06M | 0.09% | +66,809+109.3% | Added |
| United Capital Financial Advisers, LLC | 127,219 | $6.03M | 0.03% | −5,994−4.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 125,500 | $5.95M | 0.13% | 00.0% | Unchanged |
| Stephens Inc | 125,025 | $5.92M | 0.09% | −7,507−5.7% | Reduced |
| Callodine Capital Management, LP | 125,000 | $5.92M | 2.44% | −140,000−52.8% | Reduced |
| Keating Investment Counselors Inc | 125,005 | $5.92M | 2.62% | −1,230−1.0% | Reduced |
| Hosking Partners LLP | 124,494 | $5.90M | 0.14% | −43,465−25.9% | Reduced |
| Banque Cantonale Vaudoise | 122,598 | $5.81M | 0.23% | +17,260+16.4% | Added |
| Millennium Management LLC | 121,429 | $5.75M | 0.01% | −311,918−72.0% | Reduced |
| 6 Meridian | 119,892 | $5.68M | 0.42% | −1,612−1.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 119,449 | $5.66M | 1.76% | −5,830−4.7% | Reduced |
| Motco | 119,341 | $5.66M | 0.35% | +2,376+2.0% | Added |
| Thrivent Financial for Lutherans | 118,232 | $5.61M | 0.01% | −118,333−50.0% | Reduced |
| Crossmark Global Holdings, Inc. | 117,915 | $5.59M | 0.12% | +90,497+330.1% | Added |
| V2 Financial group LLC | 117,507 | $5.57M | 4.32% | +40,757+53.1% | Added |
| Palladium Partners LLC | 114,528 | $5.53M | 0.23% | −3,553−3.0% | Reduced |
| Keystone Financial Planning, Inc. | 115,630 | $5.48M | 1.87% | −1,617−1.4% | Reduced |
| Louisiana State Employees Retirement System | 115,100 | $5.46M | 0.12% | +300+0.3% | Added |
| Johnson Financial Group, Inc. | 114,964 | $5.45M | 0.35% | −1,636−1.4% | Reduced |
| KBC Group NV | 114,467 | $5.42M | 0.02% | −89,027−43.7% | Reduced |
| Beacon Financial Group | 111,907 | $5.37M | 0.70% | −59−0.1% | Reduced |
| Axxcess Wealth Management, LLC | 113,021 | $5.36M | 0.41% | +113,021 | New |
| New Mexico Educational Retirement Board | 112,595 | $5.34M | 0.18% | −8,500−7.0% | Reduced |
| Rockefeller Capital Management L.P. | 112,136 | $5.31M | 0.02% | −8,952−7.4% | Reduced |
| LVM Capital Management Ltd | 111,730 | $5.29M | 0.71% | +8,801+8.6% | Added |
| Umb Bank N A | 111,139 | $5.27M | 0.07% | +94,983+587.9% | Added |
| Great Valley Advisor Group, Inc. | 111,070 | $5.26M | 0.33% | +89,106+405.7% | Added |
| Sage Capital Advisors,llc | 103,919 | $5.21M | 1.98% | +11,466+12.4% | Added |
| Kentucky Retirement Systems | 108,174 | $5.13M | 0.21% | +952+0.9% | Added |
| Bokf, NA | 108,142 | $5.13M | 0.08% | +2,740+2.6% | Added |
| Stokes Family Office, LLC | 108,038 | $5.12M | 0.64% | +3,170+3.0% | Added |
| Howe & Rusling Inc | 107,109 | $5.08M | 0.60% | −204−0.2% | Reduced |
| Lavaca Capital LLC | 107,021 | $5.07M | 2.25% | −1,259−1.2% | Reduced |
| Paloma Partners Management Co | 107,029 | $5.07M | 0.16% | +70,974+196.8% | Added |
| National Asset Management, Inc. | 105,805 | $5.01M | 0.14% | +902+0.9% | Added |
| Grassi Investment Management | 105,636 | $5.01M | 0.50% | −11,000−9.4% | Reduced |
| Claybrook Capital, LLC | 105,226 | $4.99M | 2.34% | +54,356+106.9% | Added |
| Jarislowsky, Fraser Ltd | 105,095 | $4.98M | 0.02% | −57,000−35.2% | Reduced |
| Heritage Investors Management Corp | 104,250 | $4.94M | 0.19% | −1,889−1.8% | Reduced |
| Ar Asset Management Inc | 103,326 | $4.90M | 1.24% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 102,727 | $4.87M | 0.22% | +8,225+8.7% | Added |
| Insight Folios Inc | 102,297 | $4.85M | 2.27% | +3,518+3.6% | Added |
| O'Shares Investment Advisers, LLC | 101,964 | $4.83M | 0.35% | +7,402+7.8% | Added |
| Hutner Capital Management Inc | 101,050 | $4.79M | 2.80% | +758+0.8% | Added |
| Visionary Wealth Advisors | 100,666 | $4.77M | 0.39% | +7,374+7.9% | Added |
| Hennessy Advisors Inc | 100,600 | $4.77M | 0.27% | −2,300−2.2% | Reduced |
| Kestra Private Wealth Services, LLC | 100,426 | $4.76M | 0.23% | +1,336+1.3% | Added |
| Old National Bancorp | 99,319 | $4.71M | 0.17% | +103+0.1% | Added |
| MainStreet Investment Advisors LLC | 98,278 | $4.66M | 0.41% | −2,176−2.2% | Reduced |
| Snowden Capital Advisors LLC | 95,904 | $4.54M | 0.23% | +6,737+7.6% | Added |
| Park Avenue Securities LLC | 95,268 | $4.51M | 0.08% | +5,930+6.6% | Added |
| Geneos Wealth Management Inc. | 94,873 | $4.50M | 0.17% | +3,078+3.4% | Added |
| Mechanics Bank Trust Department | 94,077 | $4.46M | 0.66% | −755−0.8% | Reduced |
| Sciencast Management LP | 91,076 | $4.45M | 0.78% | +18,326+25.2% | Added |
| F3Logic, LLC | 93,914 | $4.45M | 0.52% | +2,484+2.7% | Added |
| RMB Capital Management, LLC | 93,470 | $4.43M | 0.13% | −1,392−1.5% | Reduced |
| Amica Mutual Insurance Co | 93,219 | $4.42M | 0.37% | −102,414−52.4% | Reduced |
| Capital Group Private Client Services, Inc. | 93,045 | $4.41M | 0.05% | −2,170−2.3% | Reduced |
| Stony Point Wealth Management Inc. | 92,548 | $4.39M | 2.32% | +23,075+33.2% | Added |
| Pinnacle Financial Partners Inc | 92,322 | $4.38M | 0.14% | +3,646+4.1% | Added |
| Contrarius Investment Management Ltd | 91,711 | $4.35M | 0.24% | −84,643−48.0% | Reduced |
| American Research & Management Co. | 90,991 | $4.31M | 0.93% | −389−0.4% | Reduced |
| Sowell Financial Services LLC | 88,925 | $4.29M | 0.25% | −23,350−20.8% | Reduced |
| Holocene Advisors, LP | 90,017 | $4.27M | 0.02% | −33,525−27.1% | Reduced |
| Baugh & Associates, LLC | 89,169 | $4.23M | 2.33% | −685−0.8% | Reduced |
| Bridges Investment Management Inc | 88,323 | $4.18M | 0.12% | −700−0.8% | Reduced |
| Capstone Investment Advisors, LLC | 87,754 | $4.16M | 0.07% | −122,194−58.2% | Reduced |
| LVW Advisors, LLC | 87,225 | $4.13M | 0.70% | +8,859+11.3% | Added |
| Butensky & Cohen Financial Security, Inc | 87,074 | $4.13M | 1.47% | +4,606+5.6% | Added |
| Woodley Farra Manion Portfolio Management Inc | 85,416 | $4.05M | 0.28% | +5,228+6.5% | Added |
| National Bank of Canada | 84,620 | $4.04M | 0.02% | +84,620 | New |
| Canal Capital Management, LLC | 85,232 | $4.04M | 0.97% | +2,914+3.5% | Added |
| Eastover Investment Advisors LLC | 84,723 | $4.01M | 2.32% | +2,730+3.3% | Added |
| Venture Visionary Partners LLC | 84,582 | $4.01M | 0.26% | +2,967+3.6% | Added |
| CFM Wealth Partners LLC | 83,338 | $4.00M | 0.89% | +484+0.6% | Added |
| Principal Street Partners, LLC | 84,256 | $3.99M | 0.96% | −10,185−10.8% | Reduced |
| Regal Investment Advisors LLC | 84,239 | $3.99M | 0.35% | +6,869+8.9% | Added |
| Clark Estates Inc | 83,900 | $3.98M | 0.58% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 83,514 | $3.96M | 0.06% | +2,421+3.0% | Added |
| Regentatlantic Capital LLC | 83,445 | $3.95M | 0.11% | +3,378+4.2% | Added |
| Gofen & Glossberg LLC | 82,937 | $3.93M | 0.08% | −1,990−2.3% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 82,821 | $3.92M | 1.16% | −116−0.1% | Reduced |
| Walleye Trading LLC | 82,618 | $3.92M | 0.06% | +74,831+961.0% | Added |
| Peapack Gladstone Financial Corp | 81,029 | $3.84M | 0.07% | +6,218+8.3% | Added |
| CX Institutional | 80,898 | $3.83M | 0.30% | +39,371+94.8% | Added |
| Worldquant Millennium Advisors LLC | 80,812 | $3.83M | 0.08% | −232,052−74.2% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 80,788 | $3.83M | 2.22% | −11,467−12.4% | Reduced |
| Annex Advisory Services, LLC | 80,760 | $3.83M | 0.26% | +7,161+9.7% | Added |
| Lowe Brockenbrough & Co Inc | 78,948 | $3.81M | 0.28% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 79,569 | $3.77M | 0.13% | +1,036+1.3% | Added |
| KWMG, LLC | 79,279 | $3.76M | 0.51% | +4,480+6.0% | Added |
| Hantz Financial Services, Inc. | 79,205 | $3.75M | 0.11% | +4,716+6.3% | Added |
| American Portfolios Advisors | 79,162 | $3.75M | 0.13% | +2,557+3.3% | Added |
| Sepio Capital, LP | 79,030 | $3.75M | 0.28% | +2,911+3.8% | Added |
| Avantax Advisory Services, Inc. | 78,880 | $3.74M | 0.06% | +3,644+4.8% | Added |
| Scotia Capital Inc. | 78,449 | $3.72M | 0.02% | +760+1.0% | Added |