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 |
|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 19,710 | $934.0K | 0.05% | +2,431+14.1% | Added |
| Washington Trust Advisors, Inc. | 19,718 | $934.0K | 0.06% | +19,718 | New |
| Advisory Alpha, LLC | 19,681 | $933.0K | 0.05% | +1,108+6.0% | Added |
| Widmann Financial Services, Inc. | 19,655 | $931.0K | 0.77% | +19,655 | New |
| Chicago Trust Co NA | 19,557 | $927.0K | 0.18% | −256−1.3% | Reduced |
| West Chester Capital Advisors, Inc | 19,539 | $926.0K | 0.64% | +215+1.1% | Added |
| First Nebraska Trust Co | 19,505 | $924.3K | 0.11% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 19,500 | $924.0K | 0.39% | −32,500−62.5% | Reduced |
| IFG Advisory, LLC | 19,509 | $924.0K | 0.09% | −1,576−7.5% | Reduced |
| Western Wealth Management, LLC | 19,458 | $921.0K | 0.09% | +19,458 | New |
| Zhang Financial LLC | 19,388 | $919.0K | 0.16% | +457+2.4% | Added |
| Integrated Advisors Network LLC | 19,390 | $919.0K | 0.05% | +1,717+9.7% | Added |
| GFS Advisors, LLC | 19,360 | $917.0K | 0.15% | +640+3.4% | Added |
| Philadelphia Trust Co | 19,325 | $916.0K | 0.07% | −190−1.0% | Reduced |
| Franklin Street Advisors Inc | 19,319 | $916.0K | 0.07% | +200+1.0% | Added |
| Winning Points Advisors, LLC | 19,223 | $912.0K | 0.66% | −43,965−69.6% | Reduced |
| Altavista Wealth Management, Inc. | 19,204 | $910.0K | 0.18% | +1,220+6.8% | Added |
| Great Lakes Advisors, LLC | 18,996 | $900.0K | 0.01% | −945−4.7% | Reduced |
| Accretive Wealth Partners, LLC | 18,944 | $898.0K | 0.57% | −1,857−8.9% | Reduced |
| AXS Investments LLC | 18,937 | $897.0K | 0.21% | +18,937 | New |
| Woodward Diversified Capital, LLC | 18,861 | $894.0K | 0.53% | +805+4.5% | Added |
| Radnor Capital Management, LLC | 18,768 | $889.0K | 0.22% | 00.0% | Unchanged |
| Harrison & Co Wealth Management, LLC | 18,769 | $889.0K | 0.75% | +18,769 | New |
| Exeter Financial, LLC | 17,506 | $885.0K | 0.48% | +724+4.3% | Added |
| Boston Family Office LLC | 18,646 | $884.0K | 0.06% | −314−1.7% | Reduced |
| Segall Bryant & Hamill, LLC | 18,648 | $884.0K | 0.01% | +50+0.3% | Added |
| Royal Fund Management, LLC | 18,670 | $884.0K | 0.13% | +18,670 | New |
| Diversified Trust Co | 18,619 | $882.0K | 0.03% | +7,669+70.0% | Added |
| Plimoth Trust Co LLC | 18,545 | $879.0K | 0.22% | −395−2.1% | Reduced |
| Fundamentun, LLC | 18,423 | $873.0K | 0.14% | +3,593+24.2% | Added |
| Los Angeles Capital Management LLC | 18,384 | $871.0K | 0.00% | −29,568−61.7% | Reduced |
| First National Bank & Trust Co of Newtown | 18,375 | $871.0K | 0.17% | −300−1.6% | Reduced |
| Balentine LLC | 18,386 | $871.0K | 0.03% | +1,886+11.4% | Added |
| Galvin, Gaustad & Stein, LLC | 18,311 | $868.0K | 0.07% | −9,080−33.1% | Reduced |
| North Star Investment Management Corp. | 18,250 | $865.0K | 0.06% | −1,834−9.1% | Reduced |
| Capital Insight Partners, LLC | 18,238 | $864.0K | 0.18% | −2,315−11.3% | Reduced |
| Bank Ozk | 18,232 | $864.0K | 0.35% | +232+1.3% | Added |
| Bank of the West | 18,197 | $862.0K | 0.08% | 00.0% | Unchanged |
| Bank of Hawaii | 18,089 | $857.0K | 0.04% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 16,977 | $854.0K | 0.13% | +159+0.9% | Added |
| P.A.W. Capital Corp | 18,000 | $853.0K | 0.78% | +1,000+5.9% | Added |
| Vaughan & Co Securities, Inc. | 17,972 | $852.0K | 0.58% | +3,596+25.0% | Added |
| Silverlake Wealth Management LLC | 17,947 | $850.5K | 0.46% | +17,947 | New |
| Cortland Associates Inc | 17,946 | $850.0K | 0.09% | 00.0% | Unchanged |
| RFG Advisory, LLC | 17,889 | $848.0K | 0.06% | −551−3.0% | Reduced |
| Princeton Global Asset Management LLC | 17,894 | $848.0K | 0.24% | 00.0% | Unchanged |
| Covenant Partners, LLC | 17,892 | $848.0K | 0.31% | 00.0% | Unchanged |
| Bailard, Inc. | 17,844 | $846.0K | 0.03% | +410+2.4% | Added |
| Grove Bank & Trust | 17,827 | $845.0K | 0.16% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 17,839 | $845.0K | 0.01% | +2,597+17.0% | Added |
| Intrua Financial, LLC | 17,803 | $844.0K | 0.15% | −142−0.8% | Reduced |
| Exencial Wealth Advisors, LLC | 17,782 | $843.0K | 0.04% | +1,905+12.0% | Added |
| Tokio Marine Asset Management Co Ltd | 17,763 | $842.0K | 0.07% | +1,535+9.5% | Added |
| Reilly Financial Advisors, LLC | 17,735 | $840.0K | 0.06% | −23−0.1% | Reduced |
| Wellington Shields & Co., LLC | 17,720 | $840.0K | 0.17% | +16+0.1% | Added |
| GSB Wealth Management, LLC | 17,726 | $840.0K | 0.24% | +1,626+10.1% | Added |
| Sequoia Financial Advisors, LLC | 17,718 | $840.0K | 0.02% | +17,718 | New |
| Mid-American Wealth Advisory Group, Inc. | 17,723 | $840.0K | 0.67% | +17,723 | New |
| CAPROCK Group, Inc. | 17,382 | $839.0K | 0.07% | −2,091−10.7% | Reduced |
| Resource Management, LLC | 17,681 | $838.0K | 0.09% | −1,139−6.1% | Reduced |
| Eagle Global Advisors LLC | 17,692 | $838.0K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 17,631 | $836.0K | 0.07% | −1,618−8.4% | Reduced |
| Oliver Luxxe Assets LLC | 17,610 | $835.0K | 0.21% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 17,439 | $826.0K | 0.40% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 17,396 | $824.0K | 0.06% | +98+0.6% | Added |
| MTM Investment Management, LLC | 17,372 | $823.0K | 0.39% | −144−0.8% | Reduced |
| Ashfield Capital Partners, LLC | 17,327 | $821.0K | 0.05% | −1,600−8.5% | Reduced |
| Botty Investors LLC | 17,000 | $821.0K | 0.24% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 17,304 | $820.0K | 0.08% | −1,746−9.2% | Reduced |
| Barrett Asset Management, LLC | 17,309 | $820.0K | 0.03% | +69+0.4% | Added |
| Thomasville National Bank | 17,264 | $818.0K | 0.08% | +1,310+8.2% | Added |
| Latitude Advisors, LLC | 17,265 | $818.0K | 0.23% | +2,373+15.9% | Added |
| Sentry Investment Management LLC | 17,244 | $817.0K | 0.21% | 00.0% | Unchanged |
| Hoylecohen, LLC | 17,178 | $814.0K | 0.07% | −1,230−6.7% | Reduced |
| Allegheny Financial Group LTD | 17,042 | $808.0K | 0.32% | −20.0% | Reduced |
| Invst, LLC | 15,521 | $806.0K | 0.13% | +2,194+16.5% | Added |
| HCR Wealth Advisors | 16,972 | $804.0K | 0.12% | −586−3.3% | Reduced |
| Foster Group, Inc. | 16,951 | $803.0K | 0.07% | −120−0.7% | Reduced |
| ARGI Investment Services, LLC | 16,938 | $803.0K | 0.02% | +585+3.6% | Added |
| Oak Asset Management, LLC | 16,887 | $800.0K | 0.31% | −1,230−6.8% | Reduced |
| Principle Wealth Partners LLC | 16,883 | $800.0K | 0.08% | +1,450+9.4% | Added |
| Ritholtz Wealth Management | 16,866 | $799.0K | 0.05% | −293−1.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 16,788 | $796.0K | 0.03% | +13+0.1% | Added |
| Patron Partners Advisors, LLC | 16,709 | $792.0K | 0.52% | −523−3.0% | Reduced |
| Evercore Wealth Management, LLC | 16,690 | $791.0K | 0.01% | −1,500−8.2% | Reduced |
| Westshore Wealth, LLC | 16,699 | $791.0K | 0.54% | +230+1.4% | Added |
| ETF Store, Inc. | 15,708 | $790.0K | 0.60% | +15,708 | New |
| Personal Cfo Solutions, LLC | 16,527 | $783.0K | 0.15% | −2,742−14.2% | Reduced |
| Sunflower Bank, N.A. | 16,512 | $783.0K | 0.11% | +231+1.4% | Added |
| Grace Capital | 16,500 | $782.0K | 0.46% | +1,000+6.5% | Added |
| Spinnaker Trust | 16,467 | $780.0K | 0.05% | −95−0.6% | Reduced |
| Checchi Capital Advisers, LLC | 16,225 | $769.0K | 0.08% | −1,136−6.5% | Reduced |
| Kovack Advisors, Inc. | 16,207 | $768.0K | 0.07% | −124−0.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 16,099 | $763.0K | 0.30% | +16,099 | New |
| Metis Global Partners, LLC | 16,072 | $762.0K | 0.21% | +16,072 | New |
| Essex Savings Bank | 16,049 | $761.0K | 0.26% | +1,094+7.3% | Added |
| Brighton Jones LLC | 16,039 | $760.0K | 0.04% | +854+5.6% | Added |
| Lindbrook Capital, LLC | 16,043 | $760.0K | 0.12% | +12,216+319.2% | Added |
| VeraBank, N.A. | 16,014 | $759.0K | 0.38% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 15,950 | $756.0K | 0.49% | −11,598−42.1% | Reduced |