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 |
|---|---|---|---|---|---|
| Safeguard Investment Advisory Group, LLC | 9,737 | $642.6K | 0.18% | −246−2.5% | Reduced |
| Mindset Wealth Management, LLC | 9,746 | $643.1K | 0.17% | +200+2.1% | Added |
| Pettyjohn, Wood & White, Inc | 9,750 | $643.4K | 0.10% | +142+1.5% | Added |
| CFO4Life Group, LLC | 9,768 | $644.6K | 0.10% | −110−1.1% | Reduced |
| Herold Advisors, Inc. | 9,779 | $645.3K | 0.14% | +94+1.0% | Added |
| Taproot Management LP | 9,784 | $645.6K | 0.12% | −127,170−92.9% | Reduced |
| Farmers Trust Co | 9,795 | $646.4K | 0.10% | −18−0.2% | Reduced |
| Peak Financial Advisors LLC | 9,801 | $646.8K | 0.29% | −29−0.3% | Reduced |
| SageGuard Financial Group, LLC | 9,824 | $648.3K | 0.10% | −2,571−20.7% | Reduced |
| Fishman Jay A Ltd | 9,835 | $649.0K | 0.06% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 9,839 | $649.3K | 0.05% | +4,214+74.9% | Added |
| Schnieders Capital Management, LLC. | 9,881 | $652.0K | 0.10% | +315+3.3% | Added |
| Spartan Wealth Advisory Services LLC | 9,888 | $652.5K | 0.06% | +9,888 | New |
| Guilbault Capital LLC | 9,904 | $653.6K | 0.72% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 9,914 | $654.2K | 0.36% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 9,917 | $654.4K | 0.03% | +85+0.9% | Added |
| Cornerstone Advisory, LLC | 9,959 | $657.2K | 0.06% | +27+0.3% | Added |
| Cross Staff Investments Inc | 9,971 | $658.0K | 0.43% | −705−6.6% | Reduced |
| EntryPoint Capital, LLC | 9,974 | $658.2K | 0.19% | +9,974 | New |
| 49 Wealth Management, LLC | 9,976 | $658.3K | 0.05% | −1,083−9.8% | Reduced |
| Leonteq Securities AG | 10,005 | $660.2K | 0.04% | −11,618−53.7% | Reduced |
| Virtus ETF Advisers LLC | 10,006 | $660.3K | 0.31% | −726−6.8% | Reduced |
| West Chester Capital Advisors, Inc | 10,007 | $660.4K | 0.42% | +278+2.9% | Added |
| MSH Capital Advisors LLC | 10,043 | $662.8K | 0.14% | +131+1.3% | Added |
| Fortis Capital Advisors, LLC | 10,047 | $663.0K | 0.09% | +3,577+55.3% | Added |
| Chesley Taft & Associates LLC | 10,069 | $664.5K | 0.03% | −290−2.8% | Reduced |
| Romano Brothers and Company | 10,076 | $664.9K | 0.08% | −100−1.0% | Reduced |
| Tandem Investment Advisors, Inc. | 10,085 | $665.5K | 0.03% | +4,073+67.7% | Added |
| Rodgers Brothers Inc. | 10,086 | $665.6K | 0.08% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 10,122 | $665.6K | 0.14% | +6+0.1% | Added |
| Bangor Savings Bank | 10,103 | $666.7K | 0.05% | 00.0% | Unchanged |
| Dover Advisors, LLC | 9,949 | $667.0K | 0.28% | −3,315−25.0% | Reduced |
| Swisher Financial Concepts, Inc. | 10,116 | $667.6K | 0.37% | +91+0.9% | Added |
| PCM Encore, LLC | 10,168 | $671.0K | 0.14% | +2,974+41.3% | Added |
| Univest Financial Corp | 10,184 | $672.1K | 0.04% | −167−1.6% | Reduced |
| MOKAN Wealth Management Inc. | 10,191 | $672.2K | 0.30% | −435−4.1% | Reduced |
| Vectors Research Management, LLC | 10,197 | $672.9K | 0.20% | +97+1.0% | Added |
| LS Investment Advisors, LLC | 10,204 | $673.4K | 0.10% | −5,171−33.6% | Reduced |
| Acorn Wealth Advisors, LLC | 10,210 | $673.8K | 0.20% | +93+0.9% | Added |
| Greatmark Investment Partners, Inc. | 10,224 | $674.7K | 0.08% | −200−1.9% | Reduced |
| CVA Family Office, LLC | 10,258 | $676.9K | 0.07% | +685+7.2% | Added |
| Argyle Capital Partners, LLC | 10,276 | $678.1K | 0.49% | +710+7.4% | Added |
| PKS Advisory Services, LLC | 10,278 | $678.9K | 0.16% | +860+9.1% | Added |
| Fee-Only Financial Planning, L.C. | 10,303 | $679.9K | 0.41% | −250−2.4% | Reduced |
| Tocqueville Asset Management L.P. | 10,336 | $682.1K | 0.01% | +347+3.5% | Added |
| Siemens Fonds Invest GmbH | 10,338 | $682.2K | 0.04% | +26+0.3% | Added |
| Waddell & Associates, LLC | 10,341 | $682.4K | 0.04% | −162−1.5% | Reduced |
| Truvestments Capital LLC | 10,341 | $682.4K | 0.12% | −157−1.5% | Reduced |
| Secure Asset Management, LLC | 10,346 | $682.7K | 0.11% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 10,363 | $683.8K | 0.15% | −3,392−24.7% | Reduced |
| BridgePort Financial Solutions, LLC | 10,379 | $684.9K | 0.19% | −1,323−11.3% | Reduced |
| Titleist Asset Management, LLC | 10,390 | $685.6K | 0.05% | +395+4.0% | Added |
| Continuum Advisory, LLC | 10,422 | $687.7K | 0.07% | −3,382−24.5% | Reduced |
| Farmers National Bank | 10,434 | $688.5K | 0.15% | +5,120+96.3% | Added |
| Wealth Architects, LLC | 10,453 | $689.8K | 0.06% | −40.0% | Reduced |
| Chapin Davis, Inc. | 10,459 | $690.2K | 0.15% | −2,520−19.4% | Reduced |
| Garden State Investment Advisory Services LLC | 10,456 | $690.4K | 0.17% | +76+0.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 10,469 | $690.8K | 0.04% | +5,769+122.7% | Added |
| Balentine LLC | 10,507 | $693.4K | 0.03% | −14−0.1% | Reduced |
| 180 Wealth Advisors, LLC | 10,527 | $694.7K | 0.08% | +128+1.2% | Added |
| Unique Wealth Strategies, LLC | 10,541 | $695.6K | 0.28% | −807−7.1% | Reduced |
| Providence Wealth Advisors, LLC | 10,629 | $696.4K | 0.44% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 10,580 | $698.2K | 0.31% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 10,600 | $699.5K | 0.20% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 10,600 | $699.5K | 0.85% | +10,600 | New |
| Sylvest Advisors, LLC | 10,617 | $700.6K | 0.37% | −155−1.4% | Reduced |
| Colonial Trust Co | 10,669 | $704.0K | 0.10% | −2,659−20.0% | Reduced |
| TIAA Wealth Investment Management LLC | 10,664 | $704.3K | 0.01% | +10,664 | New |
| Bath Savings Trust Co | 10,676 | $704.5K | 0.08% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10,458 | $704.7K | 0.01% | 00.0% | Unchanged |
| St. Louis Trust Co | 10,700 | $706.1K | 0.08% | 00.0% | Unchanged |
| FCG Investment Co | 10,728 | $707.9K | 0.31% | +10,728 | New |
| N.E.W. Advisory Services LLC | 10,774 | $711.0K | 0.05% | +3,651+51.3% | Added |
| Burns Matteson Capital Management, LLC | 10,779 | $711.3K | 0.28% | +10,779 | New |
| XY Planning Network, Inc. | 10,863 | $711.3K | 0.11% | +659+6.5% | Added |
| Erste Asset Management GmbH | 10,615 | $711.4K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 10,789 | $712.0K | 0.05% | −1,866−14.7% | Reduced |
| Azimuth Capital Investment Management LLC | 10,800 | $712.7K | 0.03% | +650+6.4% | Added |
| Cortland Associates Inc | 10,823 | $714.0K | 0.10% | +160+1.5% | Added |
| Main Street Group, LTD | 10,840 | $715.3K | 0.21% | +490+4.7% | Added |
| Jefferies Financial Group Inc. | 10,840 | $715.3K | 0.01% | −12,710−54.0% | Reduced |
| TFC Financial Management | 10,846 | $715.7K | 0.09% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 10,857 | $716.5K | 0.09% | −236−2.1% | Reduced |
| Colonial River Wealth Management, LLC | 10,858 | $716.5K | 0.26% | −1,227−10.2% | Reduced |
| Advocate Investing Services LLC | 10,926 | $721.0K | 0.61% | +25+0.2% | Added |
| Greenfield Savings Bank | 10,930 | $721.3K | 0.31% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 10,964 | $723.5K | 0.02% | −3,043−21.7% | Reduced |
| denkapparat Operations GmbH | 10,976 | $724.3K | 0.30% | −7,618−41.0% | Reduced |
| Close Asset Management Ltd | 10,992 | $725.0K | 0.02% | −2,005−15.4% | Reduced |
| Delta Asset Management LLC | 11,019 | $727.1K | 0.07% | −729−6.2% | Reduced |
| Choate Investment Advisors | 11,033 | $728.1K | 0.01% | +1,495+15.7% | Added |
| Enzi Wealth | 11,049 | $729.1K | 0.25% | +11+0.1% | Added |
| Roman Butler Fullerton & Co | 10,929 | $730.0K | 0.20% | +1,241+12.8% | Added |
| Evercore Wealth Management, LLC | 11,078 | $731.0K | 0.01% | −2,177−16.4% | Reduced |
| Fund Advisors of America Inc | 11,105 | $732.8K | 0.74% | −1,301−10.5% | Reduced |
| Resonant Capital Advisors, LLC | 10,959 | $733.3K | 0.04% | +2,277+26.2% | Added |
| Emerald Investment Advisers, LLC | 11,113 | $733.3K | 0.07% | +11,113 | New |
| Sowa Financial Group, Inc. | 11,116 | $734.0K | 0.36% | −407−3.5% | Reduced |
| Anchor Investment Management, LLC | 11,188 | $738.3K | 0.06% | −265−2.3% | Reduced |
| United Bank | 11,205 | $739.4K | 0.09% | −700−5.9% | Reduced |