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 |
|---|---|---|---|---|---|
| WBH Advisory Inc | 8,541 | $559.2K | 0.04% | −164−1.9% | Reduced |
| Southland Equity Partners LLC | 8,488 | $560.1K | 0.11% | +32+0.4% | Added |
| LRI Investments, LLC | 8,509 | $561.5K | 0.05% | −74−0.9% | Reduced |
| Institute for Wealth Management, LLC. | 8,521 | $562.3K | 0.06% | −783−8.4% | Reduced |
| Diversified Management Inc | 8,521 | $562.3K | 0.10% | +918+12.1% | Added |
| IFG Advisors, LLC | 8,525 | $562.6K | 0.09% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 8,541 | $563.6K | 0.23% | 00.0% | Unchanged |
| Diligent Investors, LLC | 8,545 | $563.9K | 0.14% | −292−3.3% | Reduced |
| Waldron Private Wealth LLC | 8,560 | $564.9K | 0.02% | −89−1.0% | Reduced |
| bLong Financial, LLC | 8,579 | $566.1K | 0.43% | −100−1.2% | Reduced |
| Bouchey Financial Group Ltd | 8,339 | $566.4K | 0.04% | +312+3.9% | Added |
| Accredited Investors Inc. | 8,585 | $566.5K | 0.03% | +511+6.3% | Added |
| Community Trust & Investment Co | 8,634 | $569.8K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 8,636 | $569.9K | 0.04% | −474−5.2% | Reduced |
| Quantessence Capital LLC | 8,653 | $571.0K | 2.78% | +8,653 | New |
| Summit Wealth Partners, LLC | 8,707 | $574.6K | 0.09% | +1,725+24.7% | Added |
| Partners Wealth Management, LLC | 8,709 | $574.7K | 0.59% | +40+0.5% | Added |
| Staley Capital Advisers Inc | 8,718 | $575.3K | 0.02% | −300−3.3% | Reduced |
| William Allan, LLC | 8,721 | $575.5K | 0.34% | +26+0.3% | Added |
| ETF Store, Inc. | 8,724 | $575.7K | 0.56% | +406+4.9% | Added |
| L2 Asset Management, LLC | 8,727 | $575.9K | 0.05% | +8,727 | New |
| Generali Investments, Management Co LLC | 8,738 | $576.6K | 0.13% | −105−1.2% | Reduced |
| Affinity Capital Advisors, LLC | 8,741 | $576.8K | 0.08% | +487+5.9% | Added |
| Duncker Streett & Co Inc | 8,752 | $577.5K | 0.11% | +69+0.8% | Added |
| PFG Advisors | 8,767 | $578.5K | 0.03% | +608+7.5% | Added |
| Main Street Financial Solutions, LLC | 8,771 | $578.8K | 0.04% | +520+6.3% | Added |
| Essex Savings Bank | 8,800 | $580.7K | 0.13% | −550−5.9% | Reduced |
| Cahill Financial Advisors Inc | 8,819 | $581.9K | 0.06% | −34−0.4% | Reduced |
| Inscription Capital, LLC | 8,819 | $582.0K | 0.06% | −363−4.0% | Reduced |
| Orca Investment Management, LLC | 8,824 | $582.3K | 0.50% | −344−3.8% | Reduced |
| Pittenger & Anderson Inc | 8,836 | $583.1K | 0.02% | +5,975+208.8% | Added |
| Quadcap Wealth Management, LLC | 8,873 | $585.5K | 0.07% | −587−6.2% | Reduced |
| Frisch Financial Group, Inc. | 8,754 | $585.6K | 0.12% | +1,384+18.8% | Added |
| Shelton Capital Management | 8,892 | $586.8K | 0.01% | −236−2.6% | Reduced |
| Trustmark National Bank Trust Department | 8,896 | $587.0K | 0.04% | +193+2.2% | Added |
| Monarch Capital Management Inc | 8,757 | $587.2K | 0.14% | −650−6.9% | Reduced |
| Second Half Financial Partners, LLC | 8,900 | $587.3K | 0.26% | +8,900 | New |
| Buckhead Capital Management LLC | 8,902 | $587.4K | 0.22% | −481−5.1% | Reduced |
| Wealth Effects LLC | 8,912 | $588.1K | 0.21% | +484+5.7% | Added |
| Ameriflex Group, Inc. | 8,928 | $589.1K | 0.30% | −1,753−16.4% | Reduced |
| Harbor Investment Advisory, LLC | 9,000 | $593.9K | 0.05% | +422+4.9% | Added |
| Capital Performance Advisors LLP | 9,002 | $594.0K | 0.04% | +998+12.5% | Added |
| Equitable Trust Co | 9,012 | $594.7K | 0.03% | −4,485−33.2% | Reduced |
| Symphony Financial Services, Inc. | 9,045 | $596.9K | 0.31% | +39+0.4% | Added |
| Howe & Rusling Inc | 9,050 | $597.2K | 0.04% | −526−5.5% | Reduced |
| Addison Capital Co | 9,050 | $597.2K | 0.11% | +9,050 | New |
| Goldstone Financial Group, LLC | 9,052 | $597.4K | 0.06% | −2,443−21.3% | Reduced |
| Skyline Advisors, Inc. | 9,055 | $597.5K | 0.21% | 00.0% | Unchanged |
| United Capital Management of KS, Inc. | 9,081 | $599.2K | 0.09% | +190+2.1% | Added |
| Krane Funds Advisors LLC | 9,110 | $599.9K | 0.02% | +2,757+43.4% | Added |
| Uniting Wealth Partners, LLC | 8,953 | $600.3K | 0.13% | −414−4.4% | Reduced |
| Evelyn Partners Investment Management LLP | 9,112 | $601.3K | 0.02% | 00.0% | Unchanged |
| Montecito Bank & Trust | 9,119 | $601.8K | 0.10% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 9,128 | $602.4K | 0.27% | +1,385+17.9% | Added |
| Tufton Capital Management | 9,138 | $603.0K | 0.11% | −242−2.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 9,160 | $604.5K | 0.04% | +1,252+15.8% | Added |
| TCI Wealth Advisors, Inc. | 9,163 | $604.7K | 0.03% | +353+4.0% | Added |
| One + One Wealth Management, LLC | 9,178 | $605.7K | 0.26% | −2,479−21.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,183 | $606.0K | 0.03% | +375+4.3% | Added |
| Lafayette Investments, Inc. | 9,188 | $606.3K | 0.12% | 00.0% | Unchanged |
| Rossby Financial, LCC | 9,272 | $607.1K | 0.13% | +310+3.5% | Added |
| White Lighthouse Investment Management Inc. | 9,202 | $607.2K | 0.08% | +9+0.1% | Added |
| Home Federal Bank of Tennessee | 9,265 | $611.4K | 0.15% | 00.0% | Unchanged |
| October Effect Ltd | 9,277 | $612.2K | 0.70% | −300−3.1% | Reduced |
| Tucker Asset Management LLC | 9,281 | $612.5K | 0.18% | +3,546+61.8% | Added |
| American Alpha Advisors, LLC | 9,290 | $613.0K | 0.36% | +544+6.2% | Added |
| 1832 Asset Management L.P. | 9,294 | $613.3K | 0.00% | −419−4.3% | Reduced |
| ORG Wealth Partners, LLC | 9,303 | $614.0K | 0.12% | +697+8.1% | Added |
| BankPlus Trust Department | 9,308 | $614.2K | 0.16% | +4,521+94.4% | Added |
| Armis Advisers, LLC | 8,617 | $616.4K | 0.06% | +4,396+104.1% | Added |
| Legacy Financial Advisors, Inc. | 9,342 | $616.5K | 0.09% | −121−1.3% | Reduced |
| Financial Planning Hawaii, Inc. | 9,347 | $616.8K | 0.36% | −149−1.6% | Reduced |
| Concord Wealth Partners | 9,351 | $617.1K | 0.08% | +46+0.5% | Added |
| RIA Advisory Group LLC | 9,351 | $617.1K | 0.15% | −17,567−65.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,410 | $620.9K | 0.08% | +74+0.8% | Added |
| Private Advisory Group LLC | 9,415 | $621.3K | 0.04% | −17−0.2% | Reduced |
| First National Bank & Trust Co of Newtown | 9,435 | $622.6K | 0.13% | −3,901−29.3% | Reduced |
| Howard Financial Services, Ltd. | 9,445 | $623.3K | 0.07% | +745+8.6% | Added |
| Naples Global Advisors, LLC | 9,325 | $624.7K | 0.05% | +40+0.4% | Added |
| Powers Advisory Group, LLC | 9,483 | $625.8K | 0.22% | −295−3.0% | Reduced |
| Hardin Capital Partners, LLC | 9,492 | $626.4K | 0.29% | +93+1.0% | Added |
| J. Goldman & Co LP | 9,500 | $626.9K | 0.03% | +9,500 | New |
| Rakuten Securities, Inc. | 9,503 | $627.1K | 0.26% | −1,377−12.7% | Reduced |
| Liberty Square Wealth Partners LLC | 9,504 | $627.2K | 0.17% | −549−5.5% | Reduced |
| Clark Capital Management Group, Inc. | 9,510 | $627.6K | 0.00% | −890−8.6% | Reduced |
| CRA Financial Services, LLC | 9,522 | $628.4K | 0.08% | −123−1.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 9,540 | $629.5K | 0.17% | +2,945+44.7% | Added |
| Westwood Holdings Group Inc. | 9,541 | $629.6K | 0.00% | +20.0% | Added |
| Bedel Financial Consulting, Inc. | 9,552 | $630.3K | 0.07% | +10.0% | Added |
| Gibson Capital, LLC | 9,556 | $630.6K | 0.12% | +22+0.2% | Added |
| Reliant Investment Partners, LLC | 9,569 | $631.5K | 0.52% | −172−1.8% | Reduced |
| Smith, Salley & Associates | 9,581 | $632.2K | 0.03% | +1,870+24.3% | Added |
| Clark Financial Services Group Inc | 9,597 | $633.3K | 0.35% | +437+4.8% | Added |
| Axim Planning & Wealth | 9,599 | $633.4K | 0.77% | −3,730−28.0% | Reduced |
| Wellington Shields & Co., LLC | 9,607 | $633.9K | 0.16% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 9,613 | $634.3K | 0.50% | −962−9.1% | Reduced |
| Northcape Wealth Management, LLC | 9,653 | $637.0K | 0.17% | −93−1.0% | Reduced |
| Atlas Capital Advisors LLC | 9,672 | $638.3K | 0.07% | −4,281−30.7% | Reduced |
| Avaii Wealth Management, LLC | 9,701 | $640.2K | 0.22% | +74+0.8% | Added |
| Strategic Financial Concepts, LLC | 9,733 | $642.3K | 0.16% | +5,492+129.5% | Added |