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 |
|---|---|---|---|---|---|
| Agf Investments Inc. | 78,216 | $3.71M | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 77,801 | $3.69M | 0.15% | +1,757+2.3% | Added |
| Dean Investment Associates, LLC | 77,371 | $3.67M | 0.65% | −91−0.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 76,870 | $3.64M | 0.32% | +4,403+6.1% | Added |
| Haverford Trust Co | 76,550 | $3.63M | 0.04% | +4,005+5.5% | Added |
| Greylin Investment Mangement Inc | 76,148 | $3.61M | 0.68% | +22,618+42.3% | Added |
| Shilanski & Associates, Inc. | 75,550 | $3.58M | 1.53% | +3,516+4.9% | Added |
| Meitav Dash Investments Ltd | 75,600 | $3.58M | 0.06% | +728+1.0% | Added |
| Heritage Trust Co | 75,489 | $3.58M | 0.46% | −2,363−3.0% | Reduced |
| Mutual Advisors, LLC | 75,304 | $3.57M | 0.19% | +816+1.1% | Added |
| Fernwood Investment Management, LLC | 72,702 | $3.44M | 1.13% | −496−0.7% | Reduced |
| Meyer Handelman Co | 72,682 | $3.44M | 0.13% | 00.0% | Unchanged |
| Siena Capital LLC | 72,656 | $3.44M | 1.97% | +72,656 | New |
| Glenview Trust Co | 72,598 | $3.44M | 0.11% | −829−1.1% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 72,513 | $3.44M | 1.14% | −20,374−21.9% | Reduced |
| Tiaa, FSB | 71,847 | $3.40M | 0.01% | −411,841−85.1% | Reduced |
| Edmp, Inc. | 69,978 | $3.38M | 3.36% | −715−1.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 71,230 | $3.37M | 0.04% | +639+0.9% | Added |
| Capital International Sarl | 70,916 | $3.36M | 0.16% | +10,733+17.8% | Added |
| FDx Advisors, Inc. | 70,772 | $3.35M | 0.09% | +9,570+15.6% | Added |
| Marcum Wealth, LLC | 70,554 | $3.34M | 0.47% | −1,707−2.4% | Reduced |
| Hollencrest Capital Management | 70,355 | $3.33M | 0.26% | +2,596+3.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 70,232 | $3.33M | 0.01% | −3,057−4.2% | Reduced |
| Cerity Partners LLC | 69,960 | $3.32M | 0.05% | +5,691+8.9% | Added |
| Cresset Asset Management, LLC | 68,539 | $3.31M | 0.03% | +6,864+11.1% | Added |
| Murphy Capital Management Inc | 69,590 | $3.30M | 0.35% | −5,949−7.9% | Reduced |
| Ascent Group, LLC | 64,150 | $3.23M | 0.41% | +64,150 | New |
| Raymond James Trust N.A. | 68,041 | $3.22M | 0.10% | +2,701+4.1% | Added |
| Associated Banc-Corp | 67,997 | $3.22M | 0.12% | +1,539+2.3% | Added |
| Arnhold LLC | 67,695 | $3.21M | 0.36% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 67,508 | $3.20M | 0.94% | −1,992−2.9% | Reduced |
| Texas Yale Capital Corp. | 67,497 | $3.20M | 0.16% | −1,245−1.8% | Reduced |
| Heritage Wealth Advisors | 67,180 | $3.18M | 0.17% | −26,300−28.1% | Reduced |
| Poehling Capital Management, LLC | 66,557 | $3.15M | 1.02% | −2,779−4.0% | Reduced |
| Bryn Mawr Trust Co | 66,497 | $3.15M | 0.11% | +2,104+3.3% | Added |
| Formidable Asset Management, LLC | 65,695 | $3.15M | 0.60% | −1,822−2.7% | Reduced |
| CIBC World Markets Corp | 65,480 | $3.10M | 0.02% | −38,475−37.0% | Reduced |
| Balyasny Asset Management LLC | 65,309 | $3.10M | 0.01% | +65,309 | New |
| Cornercap Investment Counsel Inc | 65,058 | $3.08M | 0.45% | −2,848−4.2% | Reduced |
| Equitable Holdings, Inc. | 65,049 | $3.08M | 0.05% | −1,811−2.7% | Reduced |
| Park Circle Co | 64,750 | $3.07M | 2.49% | 00.0% | Unchanged |
| Kanen Wealth Management LLC | 64,752 | $3.07M | 1.06% | +42,175+186.8% | Added |
| Capital Square, LLC | 63,043 | $3.07M | 2.12% | +924+1.5% | Added |
| WBI Investments | 66,720 | $3.05M | 0.49% | −13,107−16.4% | Reduced |
| Kinloch Capital, LLC | 64,403 | $3.05M | 1.89% | +11,264+21.2% | Added |
| Hilltop Holdings Inc. | 64,355 | $3.05M | 0.32% | +4,239+7.1% | Added |
| Oxbow Advisors, LLC | 64,286 | $3.05M | 0.29% | −5,144−7.4% | Reduced |
| MUFG Americas Holdings Corp | 63,563 | $3.01M | 0.06% | −7,966−11.1% | Reduced |
| First National Trust Co | 63,232 | $3.00M | 0.16% | +5,331+9.2% | Added |
| Toroso Investments, LLC | 62,522 | $2.96M | 0.09% | +5,176+9.0% | Added |
| Whittier Trust Co of Nevada Inc | 62,365 | $2.96M | 0.11% | −1,906−3.0% | Reduced |
| Third Security, LLC | 61,000 | $2.89M | 0.84% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 60,833 | $2.88M | 0.38% | −169−0.3% | Reduced |
| DuPont Capital Management Corp | 60,439 | $2.86M | 0.10% | +46,221+325.1% | Added |
| CMG Global Holdings, LLC | 60,324 | $2.86M | 1.84% | +14,347+31.2% | Added |
| Trust Co of Virginia | 60,159 | $2.85M | 0.28% | −2,774−4.4% | Reduced |
| Stratos Wealth Partners, LTD. | 60,122 | $2.85M | 0.06% | +4,154+7.4% | Added |
| Pensionfund Sabic | 60,000 | $2.84M | 0.53% | 00.0% | Unchanged |
| Spire Wealth Management | 59,804 | $2.83M | 0.06% | +15,356+34.5% | Added |
| Deltec Asset Management LLC | 59,487 | $2.82M | 0.46% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 58,070 | $2.80M | 0.41% | +15,013+34.9% | Added |
| Dana Investment Advisors, Inc. | 59,119 | $2.80M | 0.12% | −5,411−8.4% | Reduced |
| Citizens National Bank Trust Department | 59,011 | $2.80M | 1.06% | −14,476−19.7% | Reduced |
| Bessemer Group Inc | 58,665 | $2.78M | 0.01% | −1,046−1.8% | Reduced |
| Merit Financial Group, LLC | 58,641 | $2.78M | 0.27% | +230.0% | Added |
| Johnson Investment Counsel Inc | 57,508 | $2.78M | 0.03% | +3,295+6.1% | Added |
| Wintrust Investments LLC | 58,250 | $2.76M | 0.26% | +58,250 | New |
| Brookstone Capital Management | 54,953 | $2.73M | 0.05% | −473−0.9% | Reduced |
| Meritage Portfolio Management | 57,594 | $2.73M | 0.15% | −4,487−7.2% | Reduced |
| SeaCrest Wealth Management, LLC | 57,536 | $2.73M | 0.30% | −968−1.7% | Reduced |
| Ancora Advisors, LLC | 57,461 | $2.72M | 0.06% | −4,131−6.7% | Reduced |
| Beacon Pointe Advisors, LLC | 57,136 | $2.71M | 0.07% | −659−1.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 56,983 | $2.70M | 0.07% | −363,053−86.4% | Reduced |
| Pinnacle Associates Ltd | 56,679 | $2.69M | 0.05% | −6,069−9.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 56,658 | $2.69M | 0.03% | −430−0.8% | Reduced |
| Cornerstone Wealth Group, LLC | 56,455 | $2.67M | 0.46% | +120.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 56,285 | $2.67M | 0.16% | −2,132−3.6% | Reduced |
| Waters Parkerson & Co., LLC | 56,136 | $2.66M | 0.14% | −11,300−16.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 56,130 | $2.65M | 0.03% | +56,130 | New |
| Connectus Wealth, LLC | 55,953 | $2.65M | 0.10% | +55,953 | New |
| Edgar Lomax Co | 55,640 | $2.64M | 0.16% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 55,500 | $2.63M | 0.50% | +55,500 | New |
| Concorde Asset Management, LLC | 55,416 | $2.63M | 1.61% | −14,146−20.3% | Reduced |
| Leonteq Securities AG | 55,408 | $2.63M | 0.12% | +13,026+30.7% | Added |
| Mill Capital Management, LLC | 55,323 | $2.62M | 0.27% | +55,323 | New |
| Parthenon LLC | 55,295 | $2.62M | 0.37% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 51,000 | $2.60M | 0.05% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 54,095 | $2.56M | 0.03% | −28,889−34.8% | Reduced |
| Veritable, L.P. | 54,088 | $2.56M | 0.04% | −9,505−14.9% | Reduced |
| HBK Sorce Advisory LLC | 53,940 | $2.56M | 0.13% | −137−0.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 53,351 | $2.53M | 0.34% | −1,997−3.6% | Reduced |
| Moloney Securities Asset Management, LLC | 53,164 | $2.52M | 0.43% | +1,171+2.3% | Added |
| Magnetar Financial LLC | 52,394 | $2.48M | 0.02% | +52,394 | New |
| L2 Asset Management, LLC | 52,346 | $2.48M | 1.73% | +36,199+224.2% | Added |
| Lincoln National Corp | 52,284 | $2.48M | 0.05% | −2,960−5.4% | Reduced |
| Allworth Financial LP | 51,620 | $2.45M | 0.03% | −1,136−2.2% | Reduced |
| Avantax Planning Partners, Inc. | 51,525 | $2.44M | 0.10% | −7,038−12.0% | Reduced |
| Cohen Klingenstein LLC | 51,479 | $2.44M | 0.10% | −126−0.2% | Reduced |
| Roundview Capital LLC | 51,277 | $2.43M | 0.24% | −4,659−8.3% | Reduced |
| Dynamic Advisor Solutions LLC | 51,177 | $2.42M | 0.17% | −3,937−7.1% | Reduced |