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 |
|---|---|---|---|---|---|
| Quantitative Investment Management, LLC | 35,059 | $1.66M | 0.23% | −58,858−62.7% | Reduced |
| Moors & Cabot, Inc. | 35,042 | $1.66M | 0.10% | +1,695+5.1% | Added |
| Convergence Investment Partners, LLC | 34,935 | $1.66M | 0.84% | −337−1.0% | Reduced |
| Kavar Capital Partners Group, LLC | 34,827 | $1.65M | 0.34% | −3,477−9.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 34,518 | $1.64M | 0.31% | −1,214−3.4% | Reduced |
| Essex Financial Services, Inc. | 34,322 | $1.63M | 0.16% | −1,240−3.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 34,304 | $1.63M | 0.03% | −876−2.5% | Reduced |
| Vident Investment Advisory, LLC | 34,294 | $1.62M | 0.04% | +1,883+5.8% | Added |
| Wesbanco Bank Inc | 33,978 | $1.61M | 0.06% | −500−1.5% | Reduced |
| Quilter Plc | 33,550 | $1.61M | 0.04% | −10,414−23.7% | Reduced |
| Intercontinental Wealth Advisors, LLC | 33,843 | $1.60M | 0.34% | +4,366+14.8% | Added |
| Centaurus Financial, Inc. | 33,829 | $1.60M | 0.12% | +2,183+6.9% | Added |
| NEXT Financial Group, Inc | 33,784 | $1.60M | 0.11% | −3,490−9.4% | Reduced |
| Fred Alger Management, LLC | 33,709 | $1.60M | 0.00% | +1,284+4.0% | Added |
| Private Portfolio Partners LLC | 33,284 | $1.58M | 0.40% | +2,862+9.4% | Added |
| Traverso Chambers Private Wealth Management, LLC | 33,075 | $1.57M | 0.46% | +350+1.1% | Added |
| Gamble Jones Investment Counsel | 32,957 | $1.56M | 0.09% | +1,422+4.5% | Added |
| Capital International Inc | 32,859 | $1.56M | 0.01% | +369+1.1% | Added |
| Symphony Financial, Ltd. Co. | 32,402 | $1.55M | 0.43% | +4,610+16.6% | Added |
| First Heartland Consultants, Inc. | 32,729 | $1.55M | 0.20% | −5,767−15.0% | Reduced |
| Fulton Bank, N.A. | 32,696 | $1.55M | 0.07% | +506+1.6% | Added |
| Cornerstone Wealth Management, LLC | 32,689 | $1.55M | 0.15% | +1,759+5.7% | Added |
| JustInvest LLC | 32,447 | $1.54M | 0.09% | +359+1.1% | Added |
| Covington Capital Management | 32,335 | $1.53M | 0.05% | −1,000−3.0% | Reduced |
| Virtu Financial LLC | 32,256 | $1.53M | 0.16% | −30,084−48.3% | Reduced |
| IFP Advisors, Inc | 32,055 | $1.53M | 0.03% | +2,450+8.3% | Added |
| King Luther Capital Management Corp | 32,108 | $1.52M | 0.01% | −1,928−5.7% | Reduced |
| Fort, L.P. | 32,038 | $1.52M | 0.49% | −2,275−6.6% | Reduced |
| Sumitomo Life Insurance Co | 31,957 | $1.51M | 0.04% | −989−3.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 31,939 | $1.51M | 0.00% | −9,876−23.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 29,688 | $1.50M | 0.02% | +29,688 | New |
| Financial Sense Advisors, Inc. | 31,717 | $1.50M | 0.52% | +241+0.8% | Added |
| Human Investing LLC | 31,663 | $1.50M | 0.36% | −1,556−4.7% | Reduced |
| Wealthspire Advisors, LLC | 31,624 | $1.50M | 0.03% | +718+2.3% | Added |
| Delta Capital Management LLC | 31,570 | $1.50M | 0.84% | +35+0.1% | Added |
| IHT Wealth Management, LLC | 31,316 | $1.48M | 0.11% | +1,469+4.9% | Added |
| Transcend Wealth Collective, LLC | 31,239 | $1.48M | 0.13% | +9,707+45.1% | Added |
| Patton Albertson Miller Group, LLC | 31,160 | $1.48M | 0.24% | −625−2.0% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 31,121 | $1.48M | 0.88% | 00.0% | Unchanged |
| SRB Corp | 31,082 | $1.47M | 0.08% | +31,082 | New |
| Marino, Stram & Associates LLC | 31,014 | $1.47M | 0.45% | +285+0.9% | Added |
| Valicenti Advisory Services Inc | 30,883 | $1.46M | 0.36% | +150+0.5% | Added |
| IBM Retirement Fund | 30,850 | $1.46M | 0.18% | −21,482−41.0% | Reduced |
| Harbour Investments, Inc. | 30,827 | $1.46M | 0.09% | −50,842−62.3% | Reduced |
| AlphaCrest Capital Management LLC | 30,838 | $1.46M | 0.05% | +14,844+92.8% | Added |
| Brandywine Trust Co | 30,814 | $1.46M | 0.49% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 30,487 | $1.45M | 0.05% | +9,896+48.1% | Added |
| Eisler Capital (UK) Ltd. | 30,476 | $1.44M | 0.19% | +30,476 | New |
| Keudell/Morrison Wealth Management | 30,418 | $1.44M | 0.57% | −837−2.7% | Reduced |
| Burns J W & Co Inc | 30,149 | $1.43M | 0.21% | −1,650−5.2% | Reduced |
| Lee Financial Co | 30,065 | $1.43M | 0.27% | −363−1.2% | Reduced |
| Telemus Capital, LLC | 29,960 | $1.42M | 0.11% | +138+0.5% | Added |
| Ferguson Wellman Capital Management, Inc | 29,929 | $1.42M | 0.04% | −3,208−9.7% | Reduced |
| Integrated Wealth Concepts LLC | 29,800 | $1.41M | 0.04% | −5,833−16.4% | Reduced |
| Stolper Co | 29,802 | $1.41M | 0.63% | +21+0.1% | Added |
| We Are One Seven, LLC | 29,770 | $1.41M | 0.15% | +2,343+8.5% | Added |
| Belpointe Asset Management LLC | 29,638 | $1.40M | 0.09% | −2,364−7.4% | Reduced |
| Close Asset Management Ltd | 29,589 | $1.40M | 0.05% | −2,157−6.8% | Reduced |
| Change Path, LLC | 29,549 | $1.40M | 0.07% | +7,022+31.2% | Added |
| PFG Advisors | 29,493 | $1.40M | 0.14% | −6,463−18.0% | Reduced |
| Level Four Advisory Services, LLC | 29,444 | $1.40M | 0.11% | +9,570+48.2% | Added |
| Nicholas Hoffman & Company, LLC. | 29,419 | $1.39M | 0.04% | −373−1.3% | Reduced |
| Crestwood Advisors Group LLC | 29,380 | $1.39M | 0.04% | +4,114+16.3% | Added |
| Valmark Advisers, Inc. | 29,355 | $1.39M | 0.02% | +4,311+17.2% | Added |
| Rothschild Investment Corp | 29,339 | $1.39M | 0.11% | −320−1.1% | Reduced |
| Longfellow Investment Management Co LLC | 29,331 | $1.39M | 0.23% | 00.0% | Unchanged |
| Profund Advisors LLC | 29,287 | $1.39M | 0.05% | +3,781+14.8% | Added |
| Spears Abacus Advisors LLC | 29,245 | $1.39M | 0.09% | −38,365−56.7% | Reduced |
| WP Advisors, LLC | 29,077 | $1.38M | 0.57% | −2,632−8.3% | Reduced |
| EP Wealth Advisors, LLC | 28,795 | $1.36M | 0.03% | +285+1.0% | Added |
| Everett Harris & Co | 28,648 | $1.36M | 0.02% | +1,898+7.1% | Added |
| Cullinan Associates Inc | 28,462 | $1.35M | 0.07% | −300−1.0% | Reduced |
| Lynch & Associates | 28,141 | $1.33M | 0.31% | −1,461−4.9% | Reduced |
| Octavia Wealth Advisors, LLC | 27,630 | $1.33M | 0.29% | −356−1.3% | Reduced |
| Paradigm Financial Partners, LLC | 27,786 | $1.32M | 0.28% | +1,544+5.9% | Added |
| Independent Financial Group, LLC | 27,592 | $1.31M | 0.11% | +1,981+7.7% | Added |
| Cambridge Trust Co | 27,454 | $1.30M | 0.04% | +27,454 | New |
| IMC-Chicago, LLC | 27,379 | $1.30M | 0.05% | −14,454−34.6% | Reduced |
| Csenge Advisory Group | 26,942 | $1.29M | 0.11% | −728−2.6% | Reduced |
| Signaturefd, LLC | 27,159 | $1.29M | 0.04% | +291+1.1% | Added |
| Atlantic Union Bankshares Corp | 27,065 | $1.28M | 0.11% | −1,109−3.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 26,918 | $1.28M | 0.06% | −2,501−8.5% | Reduced |
| Welch Group, LLC | 26,836 | $1.27M | 0.07% | +90.0% | Added |
| Good Life Advisors, LLC | 26,822 | $1.27M | 0.15% | −1,595−5.6% | Reduced |
| Nations Financial Group Inc, | 26,796 | $1.27M | 0.17% | −521−1.9% | Reduced |
| Wetherby Asset Management Inc | 26,747 | $1.27M | 0.07% | −1,254−4.5% | Reduced |
| Wedgewood Investors Inc | 26,762 | $1.27M | 1.50% | −300−1.1% | Reduced |
| Kowal Investment Group, LLC | 26,760 | $1.27M | 0.38% | +431+1.6% | Added |
| Boston Private Wealth LLC | 26,677 | $1.26M | 0.02% | −775−2.8% | Reduced |
| Veracity Capital LLC | 26,664 | $1.26M | 0.51% | −247−0.9% | Reduced |
| Carroll Financial Associates, Inc. | 26,994 | $1.26M | 0.07% | +541+2.0% | Added |
| Kings Point Capital Management | 26,402 | $1.25M | 0.10% | −72−0.3% | Reduced |
| Taylor Hoffman Wealth Management | 26,368 | $1.25M | 0.48% | −586−2.2% | Reduced |
| HB Wealth Management, LLC | 26,376 | $1.25M | 0.03% | +26,376 | New |
| ProVise Management Group, LLC | 26,297 | $1.25M | 0.11% | +6,779+34.7% | Added |
| Citizens Financial Group Inc | 26,550 | $1.24M | 0.04% | −2,459−8.5% | Reduced |
| Burleson & Company, LLC | 26,183 | $1.24M | 0.18% | −8,419−24.3% | Reduced |
| Narwhal Capital Management | 26,089 | $1.24M | 0.14% | 00.0% | Unchanged |
| People's United Financial, Inc. | 25,966 | $1.23M | 0.03% | −27,560−51.5% | Reduced |
| Range Financial Group LLC | 25,772 | $1.22M | 0.80% | −420−1.6% | Reduced |