ALTRIA GROUP INC (MO)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
134
Reporting holders
$213.3M
Reported value
0.0%
Calls
0.0%
Puts
-2,448
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Gradient Investments LLC | $17.3M | 257,036 | 0.25% | 5q | +9.4%+$1.5M |
| Adams Asset Advisors, LLC | $15.9M | 235,728 | 1.61% | 21q | HELD |
| Artemis Investment Management LLP | $15.1M | 223,926 | 0.13% | 18q | -2.2%-$336.6K |
| BENEDICT FINANCIAL ADVISORS INC | $14.5M | 215,038 | 2.87% | 32q | HELD |
| Allen Mooney & Barnes Investment Advisors LLC | $12.0M | 178,134 | 1.78% | 19q | -0.6%-$76.3K |
| Farther Finance Advisors, LLC | $9.7M | 143,368 | 0.07% | 16q | +17.8%+$1.5M |
| KWMG, LLC | $8.8M | 130,289 | 0.63% | 32q | +1.5%+$128.7K |
| CoreCap Advisors, LLC | $8.4M | 124,155 | 0.24% | 19q | +8.9%+$685.7K |
| Venture Visionary Partners LLC | $8.3M | 123,638 | 0.22% | 28q | +6.5%+$506.4K |
| Kennon-Green & Company, LLC | $7.3M | 108,443 | 5.59% | 16q | -6.7%-$525.0K |
| Keystone Financial Planning, Inc. | $7.1M | 105,453 | 1.76% | 32q | HELD |
| MassMutual Private Wealth & Trust, FSB | $5.9M | 87,794 | 0.16% | 32q | -0.5%-$31.5K |
| GAMMA Investing LLC | $4.4M | 65,023 | 0.15% | 12q | +5.0%+$207.7K |
| Gerald Baker Financial Group LLC | $3.3M | 49,152 | 0.94% | 3q | HELD |
| HF Advisory Group, LLC | $3.1M | 45,453 | 0.91% | 16q | +5.8%+$168.1K |
| SAPIENT CAPITAL LLC | $3.0M | 44,166 | 0.04% | 12q | -53.8%-$3.5M |
| Apella Capital, LLC | $2.5M | 35,481 | 0.03% | 10q | +24.9%+$490.0K |
| KFA Private Wealth Group, LLC | $2.4M | 35,934 | 0.57% | 4q | HELD |
| Central Pacific Bank - Trust Division | $2.4M | 35,786 | 0.25% | 11q | -11.0%-$298.5K |
| DOLIVER ADVISORS, LP | $2.3M | 33,568 | 0.49% | 32q | -3.8%-$88.7K |
| Legacy Private Trust Co. | $2.1M | 30,613 | 0.11% | 7q | +6.8%+$130.5K |
| Wedmont Private Capital | $1.9M | 27,207 | 0.05% | 20q | +18.5%+$302.8K |
| Applied Capital LLC/FL | $1.9M | 28,221 | 0.76% | 16q | +1.4%+$26.3K |
| Valeo Financial Advisors, LLC | $1.8M | 26,221 | 0.04% | 32q | -4.9%-$90.2K |
| Meadowbrook Wealth Management, LLC | $1.7M | 25,583 | 1.81% | new | NEW |
| Invariant Investment Management | $1.5M | 21,896 | 0.85% | 4q | +15.4%+$196.8K |
| GoalVest Advisory LLC | $1.5M | 21,722 | 0.25% | 19q | +2.1%+$30.1K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $1.4M | 21,128 | 0.02% | 32q | +4.9%+$66.5K |
| ALKEME WEALTH, LLC | $1.4M | 20,140 | 0.51% | 32q | -2.1%-$29.6K |
| MOODY NATIONAL BANK TRUST DIVISION | $1.3M | 19,571 | 0.11% | 32q | +7.0%+$86.1K |
| PARK NATIONAL CORP /OH/ | $1.2M | 18,420 | 0.03% | 32q | -0.7%-$9.1K |
| Avidian Wealth Enterprises, LLC | $1.2M | 18,380 | 0.03% | 32q | -18.5%-$280.7K |
| Grove Bank & Trust | $1.1M | 16,890 | 0.11% | 32q | +0.5%+$6.1K |
| Galvin, Gaustad & Stein, LLC | $1.0M | 15,273 | 0.08% | 11q | -0.6%-$6.5K |
| TOMPKINS FINANCIAL CORP | $988.9K | 14,685 | 0.07% | 31q | HELD |
| Bill Few Associates, Inc. | $978.0K | 14,523 | 0.20% | 20q | HELD |
| Koenig Investment Advisory, LLC | $952.7K | 14,148 | 0.70% | 4q | HELD |
| Capital Advisors Wealth Management, LLC | $942.3K | 13,993 | 0.11% | 23q | +1.1%+$10.2K |
| EASTERN BANK | $936.3K | 13,904 | 0.01% | 9q | +6.7%+$58.9K |
| AMERICAN NATIONAL BANK & TRUST | $933.1K | 13,856 | 0.09% | 20q | -1.8%-$17.2K |
| Exchange Bank | $895.4K | 13,297 | 0.55% | 14q | HELD |
| Davis Capital Management | $893.0K | 13,261 | 0.53% | 13q | HELD |
| Taylor & Morgan Wealth Management, LLC | $872.3K | 12,953 | 0.42% | 20q | +1.5%+$13.2K |
| Stonebridge Financial Group, LLC | $840.2K | 12,477 | 0.06% | 3q | +2.2%+$17.7K |
| VISTA INVESTMENT PARTNERS LLC | $765.2K | 11,363 | 0.20% | 12q | HELD |
| TITLEIST ASSET MANAGEMENT, LLC | $748.8K | 11,119 | 0.05% | 15q | +9.6%+$65.8K |
| Monument Capital Management | $732.0K | 10,871 | 0.15% | 7q | +13.0%+$84.0K |
| Bath Savings Trust Co | $725.7K | 10,776 | 0.08% | 32q | HELD |
| Greenfield Savings Bank | $715.8K | 10,630 | 0.27% | 18q | -1.2%-$8.8K |
| CHAPIN DAVIS, INC. | $704.8K | 10,467 | 0.14% | 16q | HELD |
| Castle Rock Wealth Management, LLC | $669.8K | 9,771 | 0.13% | 24q | -3.1%-$21.3K |
| AVAII WEALTH MANAGEMENT, LLC | $650.4K | 9,657 | 0.19% | 16q | -3.0%-$20.3K |
| Hardin Capital Partners, LLC | $639.4K | 9,495 | 0.31% | 10q | HELD |
| Montecito Bank & Trust | $614.1K | 9,119 | 0.09% | 31q | HELD |
| Versant Capital Management, Inc | $611.0K | 9,073 | 0.05% | 32q | +6.1%+$34.9K |
| DIVERSIFIED MANAGEMENT INC | $589.8K | 8,758 | 0.10% | 4q | +15.2%+$77.8K |
| MRA Advisory Group | $565.0K | 8,390 | 0.21% | 2q | -71.3%-$1.4M |
| PRIVATE CLIENT SERVICES, LLC | $554.4K | 8,234 | 0.15% | 9q | +6.5%+$33.9K |
| ARMSTRONG ADVISORY GROUP, INC | $552.4K | 8,204 | 0.03% | 16q | HELD |
| Everhart Financial Group, Inc. | $546.9K | 8,121 | 0.03% | 7q | +5.9%+$30.6K |
| FELL CAPITAL MANAGEMENT /ADV | $542.1K | 8,050 | 0.47% | 4q | HELD |
| DAVIDSON TRUST CO | $532.6K | 7,909 | 0.21% | 10q | -38.6%-$334.5K |
| WINEBRENNER CAPITAL MANAGEMENT LLC | $530.0K | 7,871 | 0.34% | 8q | +14.6%+$67.3K |
| Successful Portfolios LLC | $527.2K | 7,781 | 0.24% | 32q | HELD |
| Sound Income Strategies, LLC | $478.3K | 6,697 | 0.02% | 32q | -18.8%-$110.5K |
| Worth Asset Management, LLC | $462.3K | 6,866 | 0.13% | 3q | +94.8%+$225.0K |
| Breakwater Capital Group | $455.4K | 6,762 | 0.05% | 7q | -0.7%-$3.4K |
| Wealth Science Advisors LLC | $453.7K | 6,738 | 0.19% | 3q | -3.9%-$18.5K |
| Whalen Wealth Management Inc. | $447.6K | 6,647 | 0.19% | 5q | +35.8%+$118.0K |
| First Heartland Consultants, Inc. | $447.5K | 6,645 | 0.03% | 8q | +56.8%+$162.0K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $445.3K | 6,612 | 0.04% | 20q | -0.9%-$3.8K |
| Atlas Brown,Inc. | $435.8K | 6,472 | 0.11% | 32q | +1.2%+$5.3K |
| Balefire, LLC | $426.6K | 6,335 | 0.07% | 6q | -8.0%-$37.1K |
| Great Waters Wealth Management | $420.1K | 6,238 | 0.04% | 14q | HELD |
| Intelligence Driven Advisers, LLC | $395.8K | 5,877 | 0.07% | 10q | -23.5%-$121.4K |
| Defender Capital, LLC. | $391.2K | 5,810 | 0.12% | 4q | HELD |
| TrueWealth Advisors, LLC | $387.7K | 5,758 | 0.09% | 18q | HELD |
| Roxbury Financial LLC | $381.3K | 5,663 | 0.29% | 8q | -1.0%-$4.0K |
| ACT WEALTH MANAGEMENT, LLC | $369.4K | 5,486 | 0.11% | 11q | +3.4%+$12.1K |
| Heartwood Wealth Advisors LLC | $363.0K | 5,391 | 0.03% | 6q | HELD |
| FIRST FINANCIAL BANK - TRUST DIVISION | $356.0K | 5,286 | 0.03% | 32q | -7.0%-$26.9K |
| Trust Co | $355.5K | 5,279 | 0.03% | 4q | HELD |
| Bangor Savings Bank | $355.2K | 5,275 | 0.03% | 18q | -24.0%-$112.4K |
| Acropolis Investment Management, LLC | $329.5K | 4,893 | 0.01% | 5q | -46.0%-$280.7K |
| Coastline Trust Co | $328.6K | 4,880 | 0.03% | 11q | HELD |
| Stokes Capital Advisors, LLC | $328.2K | 4,874 | 0.07% | 3q | +26.6%+$69.0K |
| YHB Investment Advisors, Inc. | $327.4K | 4,862 | 0.02% | 2q | HELD |
| ATWOOD & PALMER INC | $323.8K | 4,808 | 0.02% | 32q | HELD |
| Dickmeyer Boyce Financial Management, Inc. | $320.5K | 4,759 | 0.16% | 3q | HELD |
| ROCKLAND TRUST CO | $314.5K | 4,670 | 0.01% | 7q | +0.8%+$2.4K |
| Mirador Capital Partners LP | $312.3K | 4,637 | 0.04% | 5q | HELD |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $309.7K | 4,599 | 0.02% | 11q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $307.6K | 4,568 | 0.03% | 32q | HELD |
| Emprise Bank | $294.4K | 4,372 | 0.11% | 11q | HELD |
| Dominguez Wealth Management Solutions, Inc. | $286.8K | 4,258 | 0.16% | 9q | +0.8%+$2.2K |
| RIVERSEDGE ADVISORS, LLC | $286.3K | 4,252 | 0.04% | new | NEW |
| JUNCTURE WEALTH STRATEGIES, LLC | $271.3K | 4,028 | 0.07% | 2q | +1.3%+$3.4K |
| Byrne Asset Management LLC | $270.7K | 4,044 | 0.15% | 20q | +1.5%+$4.0K |
| Crumly & Associates Inc. | $254.5K | 3,779 | 0.05% | 3q | +10.8%+$24.7K |
| Post Resch Tallon Group Inc. | $251.1K | 3,729 | 0.17% | 3q | HELD |
Showing the largest 100 of 138 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-09 | 2026-10-07 | Material agreement entered | filing |
| 2026-08-28 | 2026-08-27 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-26 | KELLY ENNIS DEBRA J | Director | Sold | 5,790 | $418.3K |
| 2026-05-26 | Strahlman Ellen R | Director | Sold | 2,000 | $145.1K |
| 2026-09-09 | McQUADE KATHRYN B. | Director | Bought | 1,500 | $101.4K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 134 | $213.3M | 3,162,885 | 6 | 45 | 34 | 0.0% |
| Q2 2026 | 2,582 | $91.5B | 1,239,261,712 | 190 | 991 | 739 | 2.5% |
| Q1 2026 | 2,492 | $71.7B | 1,060,080,667 | 222 | 885 | 799 | 2.4% |
| Q4 2025 | 2,399 | $62.2B | 1,052,312,925 | 120 | 874 | 761 | 2.4% |
| Q3 2025 | 2,367 | $71.0B | 1,044,446,123 | 209 | 891 | 691 | 2.6% |
| Q2 2025 | 2,274 | $62.8B | 1,041,244,499 | 134 | 888 | 710 | 2.6% |
| Q1 2025 | 2,261 | $65.2B | 1,055,656,159 | 187 | 836 | 706 | 2.8% |
| Q4 2024 | 2,178 | $55.4B | 1,028,267,307 | 121 | 743 | 657 | 2.9% |
| Q3 2024 | 2,008 | $53.9B | 1,026,858,142 | 157 | 659 | 704 | 2.8% |
| Q2 2024 | 1,926 | $48.0B | 1,021,390,636 | 123 | 694 | 670 | 2.8% |
| Q1 2024 | 1,913 | $51.6B | 1,152,823,549 | 142 | 672 | 709 | 2.5% |
| Q4 2023 | 1,898 | $43.1B | 1,036,912,213 | 90 | 557 | 773 | 2.7% |
| Q3 2023 | 1,848 | $45.3B | 1,047,540,398 | 79 | 647 | 662 | 2.7% |
| Q2 2023 | 1,887 | $48.7B | 1,048,419,677 | 93 | 675 | 662 | 2.3% |
| Q1 2023 | 1,879 | $49.5B | 1,077,368,736 | 82 | 722 | 589 | 2.7% |
| Q4 2022 | 1,904 | $50.8B | 1,076,884,816 | 148 | 632 | 595 | 3.2% |
| Q3 2022 | 1,763 | $44.0B | 1,054,963,751 | 87 | 682 | 550 | 3.2% |
| Q2 2022 | 1,811 | $46.2B | 1,069,645,199 | 96 | 740 | 548 | 3.0% |
| Q1 2022 | 1,929 | $57.7B | 1,074,228,749 | 162 | 678 | 619 | 2.5% |
| Q4 2021 | 1,861 | $52.7B | 1,076,771,341 | 108 | 561 | 640 | 3.2% |
| Q3 2021 | 1,709 | $50.8B | 1,087,609,161 | 80 | 641 | 538 | 2.4% |
| Q2 2021 | 1,759 | $53.7B | 1,098,342,452 | 103 | 648 | 605 | 2.4% |
| Q1 2021 | 1,782 | $58.4B | 1,119,636,030 | 204 | 635 | 600 | 2.0% |
| Q4 2020 | 1,664 | $47.8B | 1,129,520,303 | 88 | 508 | 640 | 2.8% |
| Q3 2020 | 1,582 | $45.9B | 1,159,838,193 | 93 | 548 | 595 | 2.3% |
| Q2 2020 | 1,569 | $47.0B | 1,172,182,897 | 98 | 508 | 668 | 2.1% |
| Q1 2020 | 1,582 | $46.7B | 1,186,231,145 | 63 | 503 | 724 | 1.7% |
| Q4 2019 | 1,762 | $61.7B | 1,204,130,824 | 137 | 461 | 726 | 2.3% |
| Q3 2019 | 1,580 | $49.4B | 1,174,272,835 | 79 | 506 | 737 | 2.6% |
| Q2 2019 | 1,681 | $59.6B | 1,189,112,041 | 80 | 588 | 683 | 2.9% |
| Q1 2019 | 1,756 | $71.3B | 1,210,986,032 | 143 | 590 | 686 | 2.3% |
| Q4 2018 | 1,701 | $62.9B | 1,239,834,942 | 11 | 22 | 39 | 2.5% |