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
- 2,501
- +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
- 1,009 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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 19,642 | $1.30M | 0.03% | +19,642 | New |
| SageView Advisory Group, LLC | 19,662 | $1.30M | 0.05% | −13,730−41.1% | Reduced |
| KLCM Advisors, Inc. | 19,666 | $1.30M | 0.11% | −105−0.5% | Reduced |
| Whalerock Point Partners, LLC | 19,702 | $1.30M | 0.25% | +3,000+18.0% | Added |
| Invariant Investment Management | 19,277 | $1.30M | 0.80% | +460+2.4% | Added |
| V-Square Quantitative Management LLC | 19,731 | $1.30M | 0.14% | +3,414+20.9% | Added |
| Shrier Wealth Management, LLC | 19,764 | $1.30M | 0.48% | −115−0.6% | Reduced |
| Numerai GP LLC | 19,846 | $1.31M | 0.13% | +19,846 | New |
| First Nebraska Trust Co | 19,921 | $1.31M | 0.12% | 00.0% | Unchanged |
| Spire Wealth Management | 20,070 | $1.32M | 0.05% | +482+2.5% | Added |
| HCR Wealth Advisors | 20,097 | $1.33M | 0.14% | −164−0.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 20,136 | $1.33M | 0.36% | −150−0.7% | Reduced |
| Spreng Capital Management, Inc. | 20,178 | $1.33M | 0.63% | +406+2.1% | Added |
| Tounjian Advisory Partners, LLC | 20,192 | $1.33M | 0.48% | −14,844−42.4% | Reduced |
| Private Wealth Asset Management, LLC | 20,259 | $1.34M | 0.14% | −197−1.0% | Reduced |
| Zhang Financial LLC | 20,310 | $1.34M | 0.05% | −100−0.5% | Reduced |
| Beacon Financial Advisory LLC | 20,412 | $1.35M | 0.30% | −77−0.4% | Reduced |
| Fiduciary Trust Co | 20,444 | $1.35M | 0.02% | −104−0.5% | Reduced |
| Dodge & Cox | 20,500 | $1.35M | 0.00% | −500−2.4% | Reduced |
| First Horizon Corp | 20,616 | $1.36M | 0.06% | +80.0% | Added |
| Heritage Investors Management Corp | 20,627 | $1.36M | 0.04% | −790−3.7% | Reduced |
| National Asset Management, Inc. | 20,309 | $1.36M | 0.09% | −2,762−12.0% | Reduced |
| Everstar Asset Management, LLC | 20,686 | $1.37M | 0.73% | +297+1.5% | Added |
| Goelzer Investment Management, Inc. | 20,687 | $1.37M | 0.07% | +20,687 | New |
| Exeter Financial, LLC | 20,749 | $1.37M | 0.56% | −77−0.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 20,845 | $1.38M | 0.32% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 20,922 | $1.38M | 0.41% | +16+0.1% | Added |
| Red Door Wealth Management, LLC | 20,929 | $1.38M | 0.14% | +5,554+36.1% | Added |
| Lantz Financial LLC | 20,982 | $1.38M | 0.29% | +596+2.9% | Added |
| R.m.sincerbeaux Capital Management LLC | 21,032 | $1.39M | 0.81% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 21,060 | $1.39M | 0.06% | −75,804−78.3% | Reduced |
| Inceptionr LLC | 21,076 | $1.39M | 0.33% | −5,441−20.5% | Reduced |
| ICW Investment Advisors LLC | 21,086 | $1.39M | 0.50% | +182+0.9% | Added |
| Center For Asset Management LLC | 21,195 | $1.40M | 0.69% | −90−0.4% | Reduced |
| Mission Wealth Management, LP | 21,202 | $1.40M | 0.03% | +1,076+5.3% | Added |
| FRG Family Wealth Advisors LLC | 21,202 | $1.40M | 0.23% | 00.0% | Unchanged |
| Smith, Moore & Co. | 21,214 | $1.40M | 0.10% | +908+4.5% | Added |
| Gateway Investment Advisers LLC | 21,283 | $1.40M | 0.02% | −104,721−83.1% | Reduced |
| Resurgent Financial Advisors LLC | 21,313 | $1.41M | 0.51% | +1,039+5.1% | Added |
| Retirement Guys Formula LLC | 21,356 | $1.41M | 0.65% | +21,356 | New |
| Kera Capital Partners, Inc. | 21,454 | $1.42M | 0.17% | −1,026−4.6% | Reduced |
| Three Seasons Wealth, LLC | 21,181 | $1.42M | 0.54% | +7,437+54.1% | Added |
| Traynor Capital Management, Inc. | 21,203 | $1.42M | 0.08% | −271−1.3% | Reduced |
| Avidian Wealth Solutions, LLC | 21,591 | $1.42M | 0.05% | +2,853+15.2% | Added |
| LaSalle St. Investment Advisors, LLC | 21,593 | $1.42M | 0.20% | +3,830+21.6% | Added |
| GoalVest Advisory LLC | 21,612 | $1.43M | 0.28% | −3,023−12.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 21,659 | $1.43M | 0.15% | +61+0.3% | Added |
| Mainstay Capital Management LLC | 21,675 | $1.43M | 0.11% | −154−0.7% | Reduced |
| Westpac Banking Corp | 21,697 | $1.43M | 0.10% | −2,474−10.2% | Reduced |
| Crawford Investment Counsel Inc | 21,730 | $1.43M | 0.02% | −2,152−9.0% | Reduced |
| Syon Capital LLC | 21,769 | $1.44M | 0.07% | −2,152−9.0% | Reduced |
| BKD Wealth Advisors, LLC | 21,810 | $1.44M | 0.03% | −52−0.2% | Reduced |
| Everett Harris & Co | 21,880 | $1.44M | 0.02% | +154+0.7% | Added |
| Cornerstone Select Advisors, LLC | 22,097 | $1.46M | 0.91% | +152+0.7% | Added |
| AdvisorNet Financial, Inc | 22,289 | $1.47M | 0.08% | −111−0.5% | Reduced |
| Westbourne Investments, Inc. | 22,329 | $1.47M | 0.70% | +5,068+29.4% | Added |
| One Capital Management, LLC | 22,338 | $1.47M | 0.04% | +98+0.4% | Added |
| Arete Wealth Advisors, LLC | 22,402 | $1.48M | 0.11% | +577+2.6% | Added |
| Rehmann Capital Advisory Group | 22,463 | $1.48M | 0.08% | −4,716−17.4% | Reduced |
| Group One Trading, L.P. | 22,507 | $1.49M | 0.05% | +22,507 | New |
| Stillwater Wealth Management Group | 22,585 | $1.49M | 0.92% | +3,290+17.1% | Added |
| Redhawk Wealth Advisors, Inc. | 22,637 | $1.49M | 0.16% | −993−4.2% | Reduced |
| Modern Wealth Management, LLC | 22,873 | $1.50M | 0.03% | −2,226−8.9% | Reduced |
| Lee Danner & Bass Inc | 22,708 | $1.50M | 0.09% | +1,681+8.0% | Added |
| Stratos Wealth Advisors, LLC | 22,752 | $1.50M | 0.09% | −1,850−7.5% | Reduced |
| Ballentine Partners, LLC | 22,769 | $1.50M | 0.02% | +669+3.0% | Added |
| Aspetuck Financial Management LLC | 22,875 | $1.51M | 1.03% | 00.0% | Unchanged |
| Wealth Alliance | 22,889 | $1.51M | 0.15% | +4,260+22.9% | Added |
| Mid-American Wealth Advisory Group, Inc. | 26,225 | $1.51M | 0.64% | 00.0% | Unchanged |
| Capital Financial Group Inc | 23,006 | $1.52M | 0.83% | +795+3.6% | Added |
| Retirement Planning Group | 23,037 | $1.52M | 0.05% | +2,805+13.9% | Added |
| Brevan Howard Capital Management LP | 23,096 | $1.52M | 0.02% | −69,556−75.1% | Reduced |
| Ignite Planners, LLC | 23,154 | $1.53M | 0.24% | −123−0.5% | Reduced |
| Joel Isaacson & Co., LLC | 23,172 | $1.53M | 0.05% | −1,378−5.6% | Reduced |
| Oak Thistle LLC | 23,203 | $1.53M | 0.15% | −30,895−57.1% | Reduced |
| International Assets Investment Management, LLC | 33,273 | $1.53M | 0.11% | −42,300−56.0% | Reduced |
| Exencial Wealth Advisors, LLC | 23,315 | $1.54M | 0.05% | −3,712−13.7% | Reduced |
| Searle & Co. | 23,470 | $1.55M | 0.39% | +5,892+33.5% | Added |
| Ostrum Asset Management | 23,484 | $1.55M | 0.09% | −12,812−35.3% | Reduced |
| Leavell Investment Management, Inc. | 23,162 | $1.55M | 0.06% | −457−1.9% | Reduced |
| Quilter Plc | 23,593 | $1.56M | 0.03% | +1,575+7.2% | Added |
| WCG Wealth Advisors LLC | 23,627 | $1.56M | 0.04% | −617−2.5% | Reduced |
| Certified Advisory Corp | 23,701 | $1.56M | 0.14% | +40.0% | Added |
| Delta Capital Management LLC | 23,735 | $1.57M | 0.86% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 23,752 | $1.57M | 0.21% | +1,653+7.5% | Added |
| Vista Investment Partners LLC | 23,771 | $1.57M | 0.42% | −290−1.2% | Reduced |
| Diversified Trust Co | 23,807 | $1.57M | 0.03% | +3,084+14.9% | Added |
| Burney Co | 23,842 | $1.57M | 0.05% | −1,990−7.7% | Reduced |
| Clear Creek Financial Management, LLC | 23,877 | $1.58M | 0.12% | +51+0.2% | Added |
| Flagship Harbor Advisors, LLC | 23,936 | $1.58M | 0.07% | +183+0.8% | Added |
| Allianz SE | 24,028 | $1.59M | 0.02% | +1,336+5.9% | Added |
| Key Client Fiduciary Advisors, LLC | 24,028 | $1.59M | 0.54% | −326−1.3% | Reduced |
| Marco Investment Management LLC | 24,089 | $1.59M | 0.12% | +371+1.6% | Added |
| Vigil Wealth Management, LLC | 24,300 | $1.60M | 1.30% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 24,403 | $1.61M | 0.20% | +80.0% | Added |
| Keynote Financial Services LLC | 24,512 | $1.62M | 0.86% | −755−3.0% | Reduced |
| Ancora Advisors, LLC | 24,558 | $1.62M | 0.03% | −80.0% | Reduced |
| Groupama Asset Managment | 24,579 | $1.62M | 0.02% | −5,570−18.5% | Reduced |
| Midwest Trust Co | 24,607 | $1.62M | 0.02% | +3,338+15.7% | Added |
| Integrated Advisors Network LLC | 24,667 | $1.63M | 0.09% | −12,589−33.8% | Reduced |