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 |
|---|---|---|---|---|---|
| Traynor Capital Management, Inc. | 25,776 | $1.22M | 0.14% | +187+0.7% | Added |
| Quantbot Technologies LP | 25,762 | $1.22M | 0.10% | +25,762 | New |
| Leavell Investment Management, Inc. | 25,217 | $1.22M | 0.08% | +1,112+4.6% | Added |
| Ausdal Financial Partners, Inc. | 25,692 | $1.22M | 0.16% | +1,945+8.2% | Added |
| AdvisorNet Financial, Inc | 25,665 | $1.22M | 0.08% | −196−0.8% | Reduced |
| Federated Hermes, Inc. | 25,480 | $1.21M | 0.00% | +13,578+114.1% | Added |
| Klingenstein Fields & Co LP | 25,449 | $1.21M | 0.05% | +206+0.8% | Added |
| International Assets Investment Management, LLC | 25,255 | $1.20M | 0.21% | −88,817−77.9% | Reduced |
| Mountain Capital Investment Advisors, Inc | 24,171 | $1.20M | 0.54% | +5,738+31.1% | Added |
| Coastal Investment Advisors, Inc. | 25,076 | $1.19M | 0.26% | −1,007−3.9% | Reduced |
| Welch & Forbes LLC | 25,027 | $1.19M | 0.02% | +31+0.1% | Added |
| Wealthsource Partners, LLC | 24,951 | $1.18M | 0.09% | −5,539−18.2% | Reduced |
| Smith, Moore & Co. | 24,934 | $1.18M | 0.16% | −110−0.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 24,859 | $1.18M | 0.52% | +2,218+9.8% | Added |
| Sawtooth Solutions, LLC | 24,742 | $1.17M | 0.13% | +1,645+7.1% | Added |
| Greenleaf Trust | 24,583 | $1.17M | 0.01% | −3,661−13.0% | Reduced |
| Griffin Asset Management, Inc. | 24,585 | $1.17M | 0.14% | −1,995−7.5% | Reduced |
| LS Investment Advisors, LLC | 24,498 | $1.16M | 0.18% | −2,033−7.7% | Reduced |
| AlphaStar Capital Management, LLC | 22,524 | $1.14M | 0.09% | −718−3.1% | Reduced |
| Ameritas Investment Partners, Inc. | 24,082 | $1.14M | 0.04% | −752−3.0% | Reduced |
| Excalibur Management Corp | 23,952 | $1.14M | 0.46% | +810+3.5% | Added |
| Paradigm Capital Management, LLC | 23,941 | $1.14M | 1.13% | +23,941 | New |
| Flagship Harbor Advisors, LLC | 23,784 | $1.13M | 0.11% | −4,751−16.6% | Reduced |
| Institutional & Family Asset Management, LLC | 23,651 | $1.12M | 0.18% | −970−3.9% | Reduced |
| One Capital Management, LLC | 23,446 | $1.11M | 0.08% | +560+2.4% | Added |
| Certified Advisory Corp | 23,411 | $1.11M | 0.24% | +55+0.2% | Added |
| Sandy Spring Bank | 23,344 | $1.11M | 0.05% | −11,287−32.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 23,335 | $1.11M | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 23,281 | $1.10M | 0.02% | −1,427−5.8% | Reduced |
| Forte Capital LLC | 23,209 | $1.10M | 0.14% | −869−3.6% | Reduced |
| Rossmore Private Capital | 23,023 | $1.09M | 0.17% | +154+0.7% | Added |
| Intrepid Capital Management Inc | 23,000 | $1.09M | 0.55% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 22,828 | $1.08M | 0.70% | −240−1.0% | Reduced |
| Vestcor Inc | 22,760 | $1.08M | 0.04% | −4,515−16.6% | Reduced |
| Focused Wealth Management, Inc | 22,762 | $1.08M | 0.17% | +1,778+8.5% | Added |
| Bradley Foster & Sargent Inc | 22,742 | $1.08M | 0.02% | +895+4.1% | Added |
| Crescent Grove Advisors, LLC | 22,332 | $1.08M | 0.10% | +5,210+30.4% | Added |
| Capital CS Group, LLC | 22,723 | $1.08M | 0.85% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 22,700 | $1.08M | 0.14% | +22,700 | New |
| 180 Wealth Advisors, LLC | 21,368 | $1.07M | 0.24% | −464−2.1% | Reduced |
| Polar Asset Management Partners Inc. | 22,659 | $1.07M | 0.01% | +22,659 | New |
| ICW Investment Advisors LLC | 22,638 | $1.07M | 0.60% | −1,592−6.6% | Reduced |
| Orion Portfolio Solutions, LLC | 22,647 | $1.07M | 0.04% | +98+0.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 22,587 | $1.07M | 0.04% | −15,375−40.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 22,527 | $1.07M | 0.03% | −7,086−23.9% | Reduced |
| Rehmann Capital Advisory Group | 22,532 | $1.07M | 0.10% | +626+2.9% | Added |
| Knoll Capital Management, LLC | 22,700 | $1.06M | 0.58% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 22,379 | $1.06M | 0.89% | +22,379 | New |
| Next Level Private LLC | 22,379 | $1.06M | 0.89% | +22,379 | New |
| Williams Jones Wealth Management, LLC. | 22,365 | $1.06M | 0.01% | −309−1.4% | Reduced |
| GM Advisory Group, Inc. | 22,368 | $1.06M | 0.09% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 22,350 | $1.06M | 0.37% | −100−0.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 22,320 | $1.06M | 0.11% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 22,334 | $1.06M | 0.17% | +2,179+10.8% | Added |
| Mogy Joel R Investment Counsel Inc | 22,080 | $1.05M | 0.07% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 22,067 | $1.05M | 0.20% | 00.0% | Unchanged |
| Nwam LLC | 22,014 | $1.04M | 0.08% | +13,429+156.4% | Added |
| Ashton Thomas Private Wealth, LLC | 21,995 | $1.04M | 0.10% | +14,799+205.7% | Added |
| XML Financial, LLC | 21,922 | $1.04M | 0.13% | −2,874−11.6% | Reduced |
| Mission Wealth Management, LP | 21,930 | $1.04M | 0.05% | +1,290+6.3% | Added |
| Moser Wealth Advisors, LLC | 21,854 | $1.04M | 0.63% | −500−2.2% | Reduced |
| Savant Capital, LLC | 21,836 | $1.03M | 0.03% | +147+0.7% | Added |
| American National Insurance Co | 21,730 | $1.03M | 0.23% | −113,210−83.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 21,735 | $1.03M | 0.24% | −200−0.9% | Reduced |
| Charter Research & Investment Group, Inc. | 21,667 | $1.03M | 0.81% | 00.0% | Unchanged |
| Mork Capital Management, LLC | 21,580 | $1.02M | 0.69% | −2,920−11.9% | Reduced |
| Steel Peak Wealth Management LLC | 21,595 | $1.02M | 0.06% | −82−0.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 21,566 | $1.02M | 0.34% | +116+0.5% | Added |
| Viewpoint Capital Management LLC | 21,462 | $1.02M | 0.74% | +21,462 | New |
| Empirical Finance, LLC | 21,223 | $1.01M | 0.12% | +8,986+73.4% | Added |
| Semmax Financial Advisors Inc. | 21,167 | $1.00M | 0.37% | −1,803−7.8% | Reduced |
| Ziegler Capital Management, LLC | 20,931 | $1.00M | 0.04% | −2,071−9.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 21,103 | $1.00M | 0.59% | −69−0.3% | Reduced |
| Parallel Advisors, LLC | 21,038 | $997.0K | 0.04% | −2,700−11.4% | Reduced |
| Dodge & Cox | 21,000 | $995.0K | 0.00% | 00.0% | Unchanged |
| Wright Investors Service Inc | 20,790 | $985.0K | 0.25% | −27,782−57.2% | Reduced |
| Resources Investment Advisors, LLC. | 20,780 | $985.0K | 0.04% | +2,001+10.7% | Added |
| Independent Solutions Wealth Management, LLC | 20,774 | $984.5K | 0.23% | +2,621+14.4% | Added |
| Ieq Capital, LLC | 20,714 | $982.0K | 0.02% | −8,646−29.4% | Reduced |
| Jacobi Capital Management LLC | 20,692 | $980.0K | 0.12% | −442−2.1% | Reduced |
| Intrust Bank NA | 20,591 | $976.0K | 0.12% | −2,327−10.2% | Reduced |
| Colony Group LLC | 20,587 | $976.0K | 0.02% | −922−4.3% | Reduced |
| Taurus Asset Management, LLC | 20,560 | $974.0K | 0.09% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 20,287 | $961.0K | 0.17% | +8,179+67.6% | Added |
| Fortem Financial Group, LLC | 20,238 | $959.0K | 0.44% | +175+0.9% | Added |
| Signet Investment Advisory Group, Inc. | 20,170 | $956.0K | 0.54% | +550+2.8% | Added |
| Beaton Management Co. Inc. | 20,135 | $954.0K | 0.57% | 00.0% | Unchanged |
| Banco Santander, S.A. | 20,080 | $952.0K | 0.01% | −21−0.1% | Reduced |
| Samalin Investment Counsel, LLC | 20,065 | $951.0K | 0.57% | +1,339+7.2% | Added |
| Cambria Investment Management, L.P. | 20,000 | $948.0K | 0.16% | −1,500−7.0% | Reduced |
| Sanders Morris Harris LLC | 19,868 | $946.0K | 0.16% | −1,000−4.8% | Reduced |
| First Hawaiian Bank | 19,944 | $945.0K | 0.03% | −2,961−12.9% | Reduced |
| Cornerstone Advisory, LLC | 19,945 | $945.0K | 0.14% | −48−0.2% | Reduced |
| Strategic Wealth Advisors Group, LLC | 19,828 | $944.0K | 0.04% | −755−3.7% | Reduced |
| Birmingham Capital Management Co Inc | 19,813 | $939.0K | 0.34% | −1,700−7.9% | Reduced |
| Duff & Phelps Investment Management Co | 19,804 | $939.0K | 0.01% | +132+0.7% | Added |
| Bath Savings Trust Co | 19,770 | $937.0K | 0.10% | 00.0% | Unchanged |
| Intersect Capital LLC | 19,770 | $937.0K | 0.17% | +2,515+14.6% | Added |
| Mitchell Sinkler & Starr | 19,764 | $937.0K | 0.28% | +13,542+217.6% | Added |
| Kanawha Capital Management LLC | 19,700 | $934.0K | 0.08% | −6,681−25.3% | Reduced |