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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Viewpoint Capital Management LLC | 24,722 | $1.63M | 0.76% | +1,150+4.9% | Added |
| Burke & Herbert Bank & Trust Co | 24,725 | $1.63M | 0.45% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 24,927 | $1.64M | 0.28% | +2,966+13.5% | Added |
| Caldwell Trust Co | 24,975 | $1.65M | 0.15% | −540−2.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 24,989 | $1.65M | 0.10% | +6,164+32.7% | Added |
| Icon Wealth Advisors, LLC | 24,281 | $1.66M | 0.11% | +3,026+14.2% | Added |
| Donoghue Forlines LLC | 25,099 | $1.66M | 0.46% | −219−0.9% | Reduced |
| Aprio Wealth Management, LLC | 25,123 | $1.66M | 0.09% | −1,475−5.5% | Reduced |
| Quadrant Capital Group LLC | 25,401 | $1.68M | 0.05% | −4,090−13.9% | Reduced |
| Chicago Trust Co NA | 25,419 | $1.68M | 0.27% | −326−1.3% | Reduced |
| Rothschild Investment LLC | 25,468 | $1.68M | 0.09% | +522+2.1% | Added |
| First City Capital Management, Inc. | 25,547 | $1.69M | 0.89% | −691−2.6% | Reduced |
| Signal Advisors Wealth, LLC | 25,564 | $1.69M | 0.12% | +2,977+13.2% | Added |
| Cascade Investment Group, Inc. | 25,847 | $1.71M | 1.12% | −1,050−3.9% | Reduced |
| San Luis Wealth Advisors LLC | 26,070 | $1.72M | 0.28% | +9,846+60.7% | Added |
| Finer Wealth Management, Inc. | 26,122 | $1.72M | 0.87% | +5,362+25.8% | Added |
| Focus Financial Network, Inc. | 26,185 | $1.73M | 0.06% | −3,299−11.2% | Reduced |
| Wedgewood Investors Inc | 26,300 | $1.74M | 1.99% | 00.0% | Unchanged |
| Adviser Investments LLC | 26,546 | $1.75M | 0.02% | −41−0.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 26,639 | $1.76M | 0.02% | −1,348−4.8% | Reduced |
| Salem Investment Counselors Inc | 26,300 | $1.76M | 0.05% | −729−2.7% | Reduced |
| Means Investment Co., Inc. | 26,760 | $1.77M | 0.15% | −20.0% | Reduced |
| Rossmore Private Capital | 26,355 | $1.77M | 0.16% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 26,854 | $1.77M | 0.55% | −1,746−6.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 26,965 | $1.78M | 0.26% | +1,617+6.4% | Added |
| Beverly Hills Private Wealth, LLC | 27,014 | $1.78M | 0.30% | −2,504−8.5% | Reduced |
| Crestwood Advisors Group LLC | 27,015 | $1.78M | 0.03% | +4,071+17.7% | Added |
| Tema ETFs LLC | 27,104 | $1.79M | 0.12% | +140+0.5% | Added |
| P.A.W. Capital Corp | 27,600 | $1.79M | 1.44% | +27,600 | New |
| Jacobi Capital Management LLC | 27,238 | $1.80M | 0.10% | +305+1.1% | Added |
| Intrust Bank NA | 27,257 | $1.80M | 0.15% | +963+3.7% | Added |
| Left Brain Wealth Management, LLC | 27,272 | $1.80M | 0.71% | +475+1.8% | Added |
| Apella Capital, LLC | 28,346 | $1.82M | 0.03% | +18,351+183.6% | Added |
| Quantitative Investment Management, LLC | 27,778 | $1.83M | 0.19% | +27,778 | New |
| TCW Group Inc | 27,778 | $1.83M | 0.01% | +1,343+5.1% | Added |
| Gateway Wealth Partners, LLC | 27,798 | $1.83M | 0.07% | +21,921+373.0% | Added |
| Applied Capital LLC | 27,829 | $1.84M | 1.34% | −1,038−3.6% | Reduced |
| VestGen Advisors, LLC | 26,499 | $1.85M | 0.05% | +5,936+28.9% | Added |
| Atomi Financial Group, Inc. | 28,074 | $1.85M | 0.06% | +2,305+8.9% | Added |
| Berkshire Asset Management LLC | 28,105 | $1.85M | 0.08% | +935+3.4% | Added |
| Sharpepoint LLC | 28,398 | $1.87M | 1.12% | +20.0% | Added |
| Green Square Capital Advisors LLC | 28,448 | $1.88M | 0.20% | +1,871+7.0% | Added |
| LMCG Investments, LLC | 28,454 | $1.88M | 0.11% | +2,537+9.8% | Added |
| X-Square Capital, LLC | 28,651 | $1.89M | 0.64% | +643+2.3% | Added |
| Parsons Capital Management Inc | 28,780 | $1.90M | 0.09% | +28,780 | New |
| HBK Sorce Advisory LLC | 27,970 | $1.91M | 0.04% | +1,770+6.8% | Added |
| DGS Capital Management, LLC | 28,905 | $1.91M | 0.31% | +4,368+17.8% | Added |
| Griffin Asset Management, Inc. | 29,014 | $1.91M | 0.22% | +568+2.0% | Added |
| Lynch & Associates | 29,089 | $1.92M | 0.36% | −286−1.0% | Reduced |
| Silverlake Wealth Management LLC | 29,323 | $1.94M | 0.41% | +633+2.2% | Added |
| Fulton Bank, N.A. | 29,539 | $1.95M | 0.07% | +2,571+9.5% | Added |
| M Holdings Securities, Inc. | 28,693 | $1.96M | 0.13% | −1,064−3.6% | Reduced |
| Axxcess Wealth Management, LLC | 29,833 | $1.97M | 0.06% | −15,931−34.8% | Reduced |
| Bradley Foster & Sargent Inc | 30,036 | $1.98M | 0.03% | −1,781−5.6% | Reduced |
| Waters Parkerson & Co., LLC | 30,054 | $1.98M | 0.10% | −5,071−14.4% | Reduced |
| Beacon Financial Group | 30,124 | $1.99M | 0.20% | −42,638−58.6% | Reduced |
| Keudell/Morrison Wealth Management | 30,140 | $1.99M | 0.41% | −181−0.6% | Reduced |
| Citizens Financial Group Inc | 30,183 | $1.99M | 0.03% | −4,260−12.4% | Reduced |
| Marino, Stram & Associates LLC | 30,208 | $1.99M | 0.36% | +32+0.1% | Added |
| Hilton Head Capital Partners, LLC | 30,228 | $1.99M | 1.12% | +70.0% | Added |
| Affinity Investment Advisors, LLC | 30,482 | $2.01M | 1.26% | +1,115+3.8% | Added |
| Daymark Wealth Partners, LLC | 30,527 | $2.01M | 0.06% | −995−3.2% | Reduced |
| Botty Investors LLC | 30,117 | $2.02M | 0.48% | 00.0% | Unchanged |
| Brandywine Trust Co | 30,814 | $2.03M | 0.37% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 30,848 | $2.04M | 0.26% | −154−0.5% | Reduced |
| Poehling Capital Management, LLC | 31,033 | $2.05M | 0.43% | −159−0.5% | Reduced |
| Security National Bank | 31,147 | $2.06M | 0.30% | +20,210+184.8% | Added |
| CMG Global Holdings, LLC | 31,160 | $2.06M | 0.98% | −70.0% | Reduced |
| Valeo Financial Advisors, LLC | 31,201 | $2.06M | 0.05% | −9,886−24.1% | Reduced |
| Integrity Alliance, LLC. | 31,203 | $2.06M | 0.08% | +116+0.4% | Added |
| Ti-Trust, Inc | 31,205 | $2.06M | 1.22% | 00.0% | Unchanged |
| Legacy Private Trust Co. | 31,209 | $2.06M | 0.13% | −307−1.0% | Reduced |
| Drucker Wealth 3.0, LLC | 31,269 | $2.06M | 0.36% | +3,239+11.6% | Added |
| WSFS Capital Management, LLC | 31,403 | $2.07M | 0.10% | −3,353−9.6% | Reduced |
| Paradigm Capital Management, LLC | 31,412 | $2.07M | 1.90% | +1,425+4.8% | Added |
| one8zero8, LLC | 31,504 | $2.08M | 0.46% | −1,700−5.1% | Reduced |
| Ellenbecker Investment Group | 31,515 | $2.08M | 0.28% | −1,455−4.4% | Reduced |
| RoundAngle Advisors LLC | 31,641 | $2.09M | 1.56% | +1,145+3.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,648 | $2.09M | 0.00% | −26,641−45.7% | Reduced |
| Silver Oak Securities, Inc | 31,902 | $2.11M | 0.15% | +1,395+4.6% | Added |
| Fortis Group Advisors, LLC | 29,273 | $2.12M | 0.35% | +22+0.1% | Added |
| Trexquant Investment LP | 32,165 | $2.12M | 0.02% | −185,633−85.2% | Reduced |
| Measured Risk Portfolios, Inc. | 32,273 | $2.13M | 2.35% | −200−0.6% | Reduced |
| Kavar Capital Partners Group, LLC | 32,347 | $2.13M | 0.27% | −298−0.9% | Reduced |
| King Luther Capital Management Corp | 32,349 | $2.13M | 0.01% | −117−0.4% | Reduced |
| Shoker Investment Counsel, Inc. | 32,598 | $2.15M | 0.64% | −893−2.7% | Reduced |
| TD Private Client Wealth LLC | 32,717 | $2.16M | 0.04% | +8,855+37.1% | Added |
| Savvy Advisors, Inc. | 32,797 | $2.16M | 0.06% | −5,086−13.4% | Reduced |
| Formidable Asset Management, LLC | 37,581 | $2.17M | 0.33% | +2,887+8.3% | Added |
| Pure Financial Advisors, Inc. | 33,025 | $2.18M | 0.03% | −1,214−3.5% | Reduced |
| Mechanics Bank Trust Department | 33,046 | $2.18M | 0.30% | −2,555−7.2% | Reduced |
| Cherokee Insurance Co | 33,139 | $2.19M | 0.83% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 33,249 | $2.19M | 0.08% | +232+0.7% | Added |
| Indivisible Partners | 33,363 | $2.20M | 0.19% | +4,238+14.6% | Added |
| Trust Co of Toledo NA | 33,449 | $2.21M | 0.21% | +894+2.7% | Added |
| Kovack Advisors, Inc. | 33,728 | $2.21M | 0.12% | −5,500−14.0% | Reduced |
| WP Advisors, LLC | 33,588 | $2.22M | 0.57% | −312−0.9% | Reduced |
| Harbor Capital Advisors, Inc. | 33,828 | $2.23M | 0.18% | +1,421+4.4% | Added |
| Prudential PLC | 33,912 | $2.24M | 0.02% | −7,020−17.2% | Reduced |
| Umb Bank N A | 33,944 | $2.24M | 0.03% | +470+1.4% | Added |