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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 51,164 | $2.42M | 0.17% | −1,882−3.5% | Reduced |
| Cypress Capital Group | 51,169 | $2.42M | 0.30% | −1,254−2.4% | Reduced |
| HM Payson & Co | 50,682 | $2.40M | 0.05% | −1,039−2.0% | Reduced |
| South State Corp. | 50,651 | $2.40M | 0.19% | +3,471+7.4% | Added |
| Advisor Partners LLC | 50,379 | $2.39M | 0.14% | −3,064−5.7% | Reduced |
| Stonegate Investment Group, LLC | 50,337 | $2.38M | 0.10% | +50,337 | New |
| Meixler Investment Management, Ltd. | 50,283 | $2.38M | 2.45% | +50,283 | New |
| Wedbush Securities Inc | 49,480 | $2.35M | 0.10% | +3,789+8.3% | Added |
| Silvercrest Asset Management Group LLC | 49,329 | $2.34M | 0.01% | −48,476−49.6% | Reduced |
| Spreng Capital Management, Inc. | 49,239 | $2.33M | 1.34% | +708+1.5% | Added |
| Financial Partners Capital Management LLC | 49,188 | $2.33M | 0.41% | −1,907−3.7% | Reduced |
| Acadian Asset Management LLC | 49,039 | $2.32M | 0.01% | +9,618+24.4% | Added |
| Prospera Financial Services Inc | 48,884 | $2.32M | 0.10% | −3,125−6.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 48,727 | $2.31M | 0.01% | +757+1.6% | Added |
| Roosevelt Investment Group LLC | 48,720 | $2.31M | 0.13% | +6,426+15.2% | Added |
| Seeyond | 48,657 | $2.31M | 0.21% | −6,132−11.2% | Reduced |
| Corient Capital Partners, LLC | 48,411 | $2.29M | 0.15% | −306−0.6% | Reduced |
| X-Square Capital, LLC | 47,506 | $2.25M | 1.13% | −875−1.8% | Reduced |
| TD Private Client Wealth LLC | 47,455 | $2.25M | 0.09% | −1,283−2.6% | Reduced |
| Nomura Holdings Inc | 46,770 | $2.25M | 0.01% | −29,653−38.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 47,369 | $2.25M | 0.21% | −555−1.2% | Reduced |
| Independent Advisor Alliance | 47,216 | $2.24M | 0.11% | −468−1.0% | Reduced |
| Brightworth | 47,064 | $2.23M | 0.20% | +1,962+4.4% | Added |
| North Star Asset Management Inc | 46,799 | $2.22M | 0.11% | −2,924−5.9% | Reduced |
| Hartford Financial Management Inc. | 46,769 | $2.22M | 0.52% | −135−0.3% | Reduced |
| Fisher Asset Management, LLC | 46,419 | $2.20M | 0.00% | +6,126+15.2% | Added |
| Verdence Capital Advisors LLC | 46,352 | $2.20M | 0.26% | −297−0.6% | Reduced |
| Investmark Advisory Group LLC | 46,347 | $2.20M | 2.05% | +46,347 | New |
| RSM US Wealth Management LLC | 45,802 | $2.17M | 0.11% | −4,050−8.1% | Reduced |
| Tyler-Stone Wealth Management | 45,721 | $2.17M | 1.15% | +45,721 | New |
| Frontier Wealth Management LLC | 45,675 | $2.17M | 0.14% | +1,333+3.0% | Added |
| Apollon Wealth Management, LLC | 45,699 | $2.17M | 0.17% | +12,773+38.8% | Added |
| Doliver Advisors, LP | 43,031 | $2.16M | 0.69% | +337+0.8% | Added |
| Stock Yards Bank & Trust Co | 45,564 | $2.16M | 0.11% | +11,856+35.2% | Added |
| Founders Financial Alliance, LLC | 45,464 | $2.15M | 0.87% | +790+1.8% | Added |
| NBT Bank N A | 45,351 | $2.15M | 0.28% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 45,252 | $2.14M | 0.86% | +594+1.3% | Added |
| Compagnie Lombard Odier SCmA | 45,220 | $2.14M | 0.04% | −440−1.0% | Reduced |
| Hayek Kallen Investment Management | 45,012 | $2.13M | 0.76% | −1,000−2.2% | Reduced |
| Tufton Capital Management | 44,223 | $2.10M | 0.32% | −737−1.6% | Reduced |
| Trust Co of Vermont | 43,529 | $2.06M | 0.13% | −476−1.1% | Reduced |
| CWM, LLC | 43,510 | $2.06M | 0.01% | +43,510 | New |
| Laurel Wealth Advisors, Inc. | 43,443 | $2.06M | 0.16% | +1,078+2.5% | Added |
| TD Waterhouse Canada Inc. | 40,808 | $2.05M | 0.02% | +40,808 | New |
| Bowling Portfolio Management LLC | 43,249 | $2.05M | 0.43% | −1,039−2.3% | Reduced |
| J.W. Cole Advisors, Inc. | 43,044 | $2.04M | 0.13% | −1,929−4.3% | Reduced |
| Ellenbecker Investment Group | 42,458 | $2.01M | 0.56% | −401−0.9% | Reduced |
| Loudon Investment Management, LLC | 42,438 | $2.01M | 1.28% | +925+2.2% | Added |
| OmniStar Financial Group, Inc. | 42,006 | $1.99M | 2.04% | +1,116+2.7% | Added |
| Shell Asset Management Co | 41,819 | $1.98M | 0.04% | +9,873+30.9% | Added |
| Cigna Investments Inc | 41,808 | $1.98M | 0.16% | −14,832−26.2% | Reduced |
| JB Capital LLC | 41,681 | $1.98M | 0.20% | +1,415+3.5% | Added |
| EFG Asset Management (Americas) Corp. | 41,420 | $1.96M | 0.33% | −5,103−11.0% | Reduced |
| Leelyn Smith, LLC | 41,163 | $1.95M | 0.52% | +473+1.2% | Added |
| Horizon Kinetics Asset Management LLC | 41,014 | $1.94M | 0.04% | +250+0.6% | Added |
| Value Partners Investments Inc. | 41,000 | $1.94M | 0.16% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 40,662 | $1.93M | 0.92% | +50+0.1% | Added |
| YorkBridge Wealth Partners, LLC | 40,593 | $1.92M | 0.43% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 39,979 | $1.90M | 0.40% | −25−0.1% | Reduced |
| HawsGoodwin Investment Management LLC | 39,853 | $1.89M | 0.55% | +966+2.5% | Added |
| Truvestments Capital LLC | 39,766 | $1.88M | 0.95% | +113+0.3% | Added |
| Caldwell Trust Co | 39,346 | $1.86M | 0.21% | +947+2.5% | Added |
| HAP Trading, LLC | 39,257 | $1.86M | 0.13% | −46,331−54.1% | Reduced |
| FineMark National Bank & Trust | 39,216 | $1.86M | 0.07% | −3,744−8.7% | Reduced |
| Means Investment Co., Inc. | 39,000 | $1.85M | 0.33% | −1,161−2.9% | Reduced |
| Bollard Group LLC | 38,989 | $1.85M | 0.06% | +429+1.1% | Added |
| BBR Partners, LLC | 38,940 | $1.84M | 0.22% | −33−0.1% | Reduced |
| Pitcairn Co | 38,845 | $1.84M | 0.12% | −2,901−6.9% | Reduced |
| Ameritas Advisory Services, LLC | 38,657 | $1.83M | 0.07% | +38,657 | New |
| Howard Capital Management Group, LLC | 38,569 | $1.83M | 0.15% | +142+0.4% | Added |
| Independence Bank of Kentucky | 38,516 | $1.82M | 0.75% | +10,090+35.5% | Added |
| Moody National Bank Trust Division | 37,966 | $1.80M | 0.05% | −104,188−73.3% | Reduced |
| Confluence Wealth Services, Inc. | 37,974 | $1.80M | 0.58% | +37,974 | New |
| Wolverine Trading, LLC | 37,966 | $1.79M | 0.02% | +37,966 | New |
| Jupiter Asset Management Ltd | 37,815 | $1.79M | 0.02% | +21,682+134.4% | Added |
| Northeast Financial Consultants Inc | 37,612 | $1.78M | 0.11% | +1,066+2.9% | Added |
| Cordasco Financial Network | 37,534 | $1.78M | 1.11% | +299+0.8% | Added |
| Private Trust Co NA | 37,514 | $1.78M | 0.25% | +1,310+3.6% | Added |
| Argent Trust Co | 37,442 | $1.77M | 0.10% | −1,412−3.6% | Reduced |
| Tdam USA Inc. | 37,251 | $1.76M | 0.11% | +2,413+6.9% | Added |
| Berkshire Asset Management LLC | 37,212 | $1.76M | 0.11% | −1,982−5.1% | Reduced |
| Koshinski Asset Management, Inc. | 37,191 | $1.76M | 0.14% | −50−0.1% | Reduced |
| MAI Capital Management | 37,134 | $1.76M | 0.03% | +4,090+12.4% | Added |
| Proequities, Inc. | 36,448 | $1.76M | 0.10% | +2,810+8.4% | Added |
| Green Square Capital Advisors LLC | 37,020 | $1.75M | 0.35% | +1,325+3.7% | Added |
| Simmons Bank | 36,956 | $1.75M | 0.12% | +933+2.6% | Added |
| Legacy Capital Partners, Inc. | 36,784 | $1.74M | 0.56% | +2,546+7.4% | Added |
| Redwood Investment Management, LLC | 36,680 | $1.74M | 0.23% | +8,673+31.0% | Added |
| Financial Counselors Inc | 36,483 | $1.73M | 0.04% | −1,220−3.2% | Reduced |
| Siemens Fonds Invest GmbH | 36,571 | $1.73M | 0.11% | +459+1.3% | Added |
| Lee Danner & Bass Inc | 36,351 | $1.72M | 0.15% | −1,800−4.7% | Reduced |
| Sunbelt Securities, Inc. | 34,127 | $1.72M | 0.28% | +5,124+17.7% | Added |
| Davy Global Fund Management Ltd | 36,276 | $1.72M | 0.26% | −1,366−3.6% | Reduced |
| Valeo Financial Advisors, LLC | 36,176 | $1.71M | 0.09% | +850+2.4% | Added |
| First City Capital Management, Inc. | 34,146 | $1.71M | 0.96% | −1,068−3.0% | Reduced |
| Disciplined Equity Management, Inc. | 36,140 | $1.71M | 1.65% | +36,140 | New |
| Vontobel Holding Ltd. | 36,060 | $1.71M | 0.01% | −57,669−61.5% | Reduced |
| Aviance Capital Partners, LLC | 35,944 | $1.70M | 0.28% | −3,426−8.7% | Reduced |
| Vestmark Advisory Solutions, Inc. | 35,733 | $1.69M | 0.10% | +1,322+3.8% | Added |
| Aurora Investment Counsel | 35,557 | $1.69M | 1.00% | +4,848+15.8% | Added |