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, Q1 2026
Institutional positions in Altria Group, Inc. as of Mar 31, 2026. 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
- 2,502
- +148 vs. Q4 2025
- Shares held
- 1.04B
- +157.1M (+17.8%) vs. Q4 2025
- Total value
- $68.7B
- +$17.8B (+34.8%) vs. Q4 2025
- New holders
- 253
- 1,010 more added
- Sold out
- 105
- 889 more reduced
41 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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, Q1 2026
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 7,275 | $480.1K | 0.03% | +1,403+23.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,278 | $480.3K | 0.01% | +1,277+21.3% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 7,289 | $481.0K | 0.07% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 7,315 | $482.7K | 0.09% | −210−2.8% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 7,330 | $483.7K | 0.12% | −182−2.4% | Reduced |
| Coastal Bridge Advisors, LLC | 7,342 | $484.5K | 0.03% | −39−0.5% | Reduced |
| Grant Private Wealth Management Inc | 7,358 | $485.6K | 0.26% | +1,792+32.2% | Added |
| Compass Wealth Management, LLC | 7,359 | $485.7K | 0.21% | +20.0% | Added |
| Hendershot Investments Inc. | 7,362 | $485.8K | 0.07% | −159−2.1% | Reduced |
| Firethorn Wealth Partners, LLC | 7,365 | $486.0K | 0.18% | +612+9.1% | Added |
| Coppell Advisory Solutions LLC | 7,255 | $486.2K | 0.29% | −1,112−13.3% | Reduced |
| Bingham Private Wealth, LLC | 7,369 | $486.5K | 0.39% | +476+6.9% | Added |
| Sound Income Strategies, LLC | 7,457 | $488.3K | 0.02% | −2,414−24.5% | Reduced |
| International Private Wealth Advisors LLC | 7,402 | $488.5K | 0.30% | −17,445−70.2% | Reduced |
| National Wealth Management Group, LLC | 7,418 | $489.5K | 0.18% | −753−9.2% | Reduced |
| Berger Financial Group, Inc | 7,423 | $489.8K | 0.03% | +16+0.2% | Added |
| SFMG, LLC | 7,427 | $490.1K | 0.03% | +539+7.8% | Added |
| Brown Financial Advisors | 7,448 | $491.5K | 0.19% | −288−3.7% | Reduced |
| Schmidt P J Investment Management Inc | 7,449 | $491.6K | 0.08% | −100−1.3% | Reduced |
| Ci Investments Inc. | 7,453 | $491.8K | 0.00% | −1,101−12.9% | Reduced |
| O'Rourke & Company, Inc | 7,460 | $492.3K | 0.19% | +46+0.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,474 | $493.2K | 0.05% | +120+1.6% | Added |
| CLG LLC | 7,498 | $494.8K | 0.12% | −41−0.5% | Reduced |
| Compass Capital Corp | 7,143 | $494.8K | 0.18% | −90−1.2% | Reduced |
| MBL Wealth, LLC | 7,523 | $496.4K | 0.04% | −198−2.6% | Reduced |
| Rare Wolf Capital LLC | 7,529 | $496.8K | 0.32% | −196−2.5% | Reduced |
| Banque Transatlantique SA | 7,625 | $497.2K | 0.01% | −32−0.4% | Reduced |
| First Western Trust Bank | 7,542 | $497.7K | 0.03% | −56−0.7% | Reduced |
| Teamwork Financial Advisors, LLC | 7,543 | $497.8K | 0.06% | −109−1.4% | Reduced |
| Secured Retirement Advisors, LLC | 7,545 | $497.9K | 0.28% | +141+1.9% | Added |
| Register Financial Advisors LLC | 7,557 | $498.7K | 0.18% | +1,223+19.3% | Added |
| Southern Michigan Bank & Trust | 7,559 | $498.8K | 0.19% | +7,559 | New |
| Marshall Financial Group LLC | 7,582 | $500.3K | 0.08% | 00.0% | Unchanged |
| Private Client Services, LLC | 7,602 | $501.7K | 0.15% | −2,287−23.1% | Reduced |
| WealthPlan Investment Management, LLC | 7,619 | $502.7K | 0.03% | +694+10.0% | Added |
| Gryphon Financial Partners LLC | 7,631 | $503.6K | 0.05% | +3,603+89.4% | Added |
| Manchester Capital Management LLC | 7,634 | $503.8K | 0.07% | −284−3.6% | Reduced |
| Centennial Bank | 7,637 | $504.0K | 0.18% | −332−4.2% | Reduced |
| Wakefield Asset Management LLLP | 7,641 | $504.3K | 0.13% | +7,641 | New |
| DV Trading LLC | 7,650 | $504.8K | 0.05% | +6,736+737.0% | Added |
| Sittner & Nelson, LLC | 7,665 | $505.8K | 0.18% | 00.0% | Unchanged |
| Tower Bridge Advisors | 7,684 | $507.1K | 0.05% | −1,675−17.9% | Reduced |
| Holland Advisory Services, Inc. | 7,710 | $508.8K | 0.68% | 00.0% | Unchanged |
| Fragasso Group Inc. | 7,656 | $509.5K | 0.03% | +1,025+15.5% | Added |
| Fort Point Capital Partners LLC | 7,606 | $510.0K | 0.07% | +189+2.5% | Added |
| Lavaca Capital LLC | 7,734 | $510.4K | 0.09% | +6,690+640.8% | Added |
| J2 Capital Management Inc | 7,736 | $510.5K | 0.35% | +261+3.5% | Added |
| Everhart Financial Group, Inc. | 7,741 | $510.8K | 0.04% | +2,346+43.5% | Added |
| Pflug Koory, LLC | 7,756 | $511.8K | 0.23% | −13−0.2% | Reduced |
| HighMark Wealth Management LLC | 7,768 | $512.6K | 0.21% | +145+1.9% | Added |
| Successful Portfolios LLC | 7,705 | $513.9K | 0.28% | −169−2.1% | Reduced |
| Stablepoint Partners, LLC | 7,802 | $514.9K | 0.08% | −84−1.1% | Reduced |
| BIP Wealth, LLC | 7,811 | $515.4K | 0.02% | +2,520+47.6% | Added |
| Candriam Luxembourg S.C.A. | 7,827 | $516.5K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 7,733 | $518.5K | 0.02% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 7,866 | $519.1K | 0.01% | +1,193+17.9% | Added |
| Heritage Wealth Management, Inc. | 7,878 | $519.9K | 0.26% | −432−5.2% | Reduced |
| Capital Asset Advisory Services LLC | 8,048 | $520.0K | 0.02% | +1,526+23.4% | Added |
| Portside Wealth Group, LLC | 7,917 | $522.4K | 0.07% | +1,028+14.9% | Added |
| Strategic Advisors LLC | 7,926 | $523.1K | 0.09% | −317−3.8% | Reduced |
| Fairvoy Private Wealth, LLC | 7,939 | $523.9K | 0.13% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 7,966 | $525.7K | 0.30% | 00.0% | Unchanged |
| DDFG, Inc | 7,979 | $526.5K | 0.11% | +30.0% | Added |
| Reaves W H & Co Inc | 8,000 | $527.9K | 0.01% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 8,008 | $528.4K | 0.05% | −1,000−11.1% | Reduced |
| Coastal Investment Advisors, Inc. | 8,016 | $529.0K | 0.18% | −317−3.8% | Reduced |
| Clarion Wealth Managment Partners, LLC | 8,027 | $529.7K | 0.48% | +58+0.7% | Added |
| Westmount Partners, LLC | 8,034 | $530.2K | 0.13% | +24+0.3% | Added |
| Versant Capital Management, Inc | 8,036 | $530.3K | 0.05% | +1,284+19.0% | Added |
| Fell Capital Management | 8,050 | $531.2K | 0.51% | 00.0% | Unchanged |
| Juno Financial Group LLC | 8,053 | $531.4K | 0.21% | +135+1.7% | Added |
| Vivaldi Capital Management, LLC | 8,065 | $532.2K | 0.07% | +77+1.0% | Added |
| CenterBook Partners LP | 8,069 | $532.5K | 0.03% | +65+0.8% | Added |
| Wendell David Associates Inc | 8,081 | $533.0K | 0.06% | +1,900+30.7% | Added |
| OmniStar Financial Group, Inc. | 8,086 | $533.6K | 0.28% | −32,949−80.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,110 | $535.0K | 0.01% | +8+0.1% | Added |
| Destination Wealth Management | 8,119 | $535.8K | 0.01% | +1,666+25.8% | Added |
| Smith Shellnut Wilson LLC | 8,121 | $535.9K | 0.23% | −123−1.5% | Reduced |
| Challenger Wealth Management | 8,137 | $537.0K | 0.43% | −19−0.2% | Reduced |
| BAM Wealth Management, LLC | 8,151 | $537.9K | 0.40% | −2,022−19.9% | Reduced |
| FourThought Financial Partners, LLC | 8,206 | $541.5K | 0.05% | −174−2.1% | Reduced |
| Sage Capital Advisors,llc | 8,220 | $542.5K | 0.13% | −690−7.7% | Reduced |
| Perennial Investment Advisors, LLC | 8,236 | $543.5K | 0.04% | −81−1.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 8,253 | $544.6K | 0.07% | +1,689+25.7% | Added |
| Abel Hall, LLC | 8,255 | $544.7K | 0.12% | −619−7.0% | Reduced |
| Optiver Holding B.V. | 8,271 | $545.8K | 0.02% | +4,449+116.4% | Added |
| Second Line Capital, LLC | 7,520 | $546.3K | 0.10% | −28−0.4% | Reduced |
| Orion Investment Co | 8,296 | $547.5K | 0.17% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 8,306 | $548.1K | 0.05% | +1,190+16.7% | Added |
| Trilogy Capital Inc. | 8,315 | $548.7K | 0.02% | +58+0.7% | Added |
| Allen Capital Group, LLC | 8,336 | $550.1K | 0.05% | −100−1.2% | Reduced |
| JMN Financial LLC | 8,343 | $550.6K | 0.54% | +1,902+29.5% | Added |
| Mattern Wealth Management LLC | 8,346 | $550.7K | 0.11% | −2,530−23.3% | Reduced |
| Maimon Wealth Management Ltd. | 8,233 | $551.8K | 0.48% | 00.0% | Unchanged |
| My Portfolio Guide, LLC | 8,362 | $551.8K | 0.31% | +8,362 | New |
| Ocean Capital Management, LLC | 8,364 | $552.0K | 0.11% | +444+5.6% | Added |
| Miracle Mile Advisors, LLC | 8,366 | $552.1K | 0.01% | −185−2.2% | Reduced |
| Winning Points Advisors, LLC | 8,372 | $552.5K | 0.55% | −27−0.3% | Reduced |
| OneAscent Financial Services LLC | 8,375 | $552.6K | 0.03% | +2,648+46.2% | Added |
| BankChampaign, National Association | 8,390 | $553.7K | 0.55% | −409−4.6% | Reduced |