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 |
|---|---|---|---|---|---|
| CBOE Vest Financial, LLC | 34,206 | $2.26M | 0.03% | +3,566+11.6% | Added |
| Nicholas Hoffman & Company, LLC. | 34,286 | $2.26M | 0.05% | +59+0.2% | Added |
| Focused Wealth Management, Inc | 34,304 | $2.26M | 0.24% | +657+2.0% | Added |
| Western Wealth Management, LLC | 34,404 | $2.27M | 0.09% | +3,627+11.8% | Added |
| Weinberger Asset Management, Inc | 34,513 | $2.28M | 0.85% | −30.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 34,515 | $2.28M | 0.11% | +9,018+35.4% | Added |
| Fifth Third Wealth Advisors LLC | 34,561 | $2.28M | 0.08% | +3,061+9.7% | Added |
| South State Corp. | 34,617 | $2.28M | 0.11% | −153−0.4% | Reduced |
| Greenleaf Trust | 34,620 | $2.28M | 0.02% | +1,423+4.3% | Added |
| Perpetual Ltd | 34,641 | $2.29M | 0.04% | −2,474−6.7% | Reduced |
| Doliver Advisors, LP | 34,876 | $2.30M | 0.52% | −153−0.4% | Reduced |
| Optimist Retirement Group LLC | 35,313 | $2.33M | 1.03% | −261−0.7% | Reduced |
| United Advisor Group, LLC | 35,437 | $2.34M | 0.29% | +3,311+10.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 35,470 | $2.34M | 0.39% | +7,885+28.6% | Added |
| Sepio Capital, LP | 35,493 | $2.34M | 0.13% | −2,180−5.8% | Reduced |
| Washington Trust Bank | 35,547 | $2.35M | 0.17% | +1,412+4.1% | Added |
| Jamison Private Wealth Management, Inc. | 35,686 | $2.35M | 0.29% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 35,929 | $2.37M | 0.21% | −157−0.4% | Reduced |
| Ceera Investments, LLC | 35,963 | $2.37M | 1.04% | −1,810−4.8% | Reduced |
| Investors Asset Management of Georgia Inc | 35,965 | $2.37M | 0.97% | +505+1.4% | Added |
| Brighton Jones LLC | 36,110 | $2.38M | 0.05% | +36,110 | New |
| Peak Retirement Planning, Inc. | 36,196 | $2.39M | 0.49% | −65−0.2% | Reduced |
| KFA Private Wealth Group, LLC | 36,216 | $2.39M | 0.57% | +339+0.9% | Added |
| North Star Asset Management Inc | 36,238 | $2.39M | 0.10% | +150.0% | Added |
| Precedent Wealth Partners, LLC | 36,331 | $2.40M | 0.48% | +1,897+5.5% | Added |
| WealthCare Investment Partners, LLC | 37,596 | $2.40M | 0.67% | +5,031+15.4% | Added |
| Smartleaf Asset Management LLC | 35,946 | $2.41M | 0.09% | +5,813+19.3% | Added |
| Metis Global Partners, LLC | 36,625 | $2.42M | 0.06% | −5,464−13.0% | Reduced |
| Edgar Lomax Co | 36,640 | $2.42M | 0.17% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 36,673 | $2.42M | 0.02% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 36,105 | $2.42M | 0.34% | −11,188−23.7% | Reduced |
| Wedbush Securities Inc | 36,710 | $2.42M | 0.07% | +2,268+6.6% | Added |
| Parallax Volatility Advisers, L.P. | 37,794 | $2.44M | 0.11% | +36,732+3,458.8% | Added |
| Miramontes Capital, LLC | 37,260 | $2.46M | 0.85% | +808+2.2% | Added |
| Howard Capital Management Group, LLC | 37,344 | $2.46M | 0.16% | −100.0% | Reduced |
| Disciplined Equity Management, Inc. | 37,545 | $2.48M | 1.24% | −3,330−8.1% | Reduced |
| Voleon Capital Management LP | 37,768 | $2.49M | 0.05% | −85,350−69.3% | Reduced |
| Wesbanco Bank Inc | 37,944 | $2.50M | 0.07% | −6,076−13.8% | Reduced |
| Hudson Bay Capital Management LP | 38,177 | $2.52M | 0.02% | +38,177 | New |
| Y-Intercept (Hong Kong) Ltd | 38,216 | $2.52M | 0.05% | −155,925−80.3% | Reduced |
| Whitener Capital Management, Inc. | 38,732 | $2.56M | 0.58% | +348+0.9% | Added |
| Bahl & Gaynor Inc | 38,773 | $2.56M | 0.01% | +465+1.2% | Added |
| Milestone Asset Management, LLC | 38,924 | $2.57M | 0.47% | +5,035+14.9% | Added |
| Procyon Private Wealth Partners, LLC | 38,926 | $2.57M | 0.13% | +14,490+59.3% | Added |
| SRS Capital Advisors, Inc. | 38,675 | $2.57M | 0.07% | +10,757+38.5% | Added |
| Horizon Kinetics Asset Management LLC | 38,957 | $2.57M | 0.03% | +350+0.9% | Added |
| Zions Bancorporation, National Association | 39,131 | $2.58M | 0.17% | +170.0% | Added |
| CX Institutional | 39,363 | $2.60M | 0.08% | −104,230−72.6% | Reduced |
| Cary Street Partners Financial LLC | 39,382 | $2.60M | 0.06% | +87+0.2% | Added |
| Callan Family Office, LLC | 39,486 | $2.61M | 0.06% | +1,783+4.7% | Added |
| RiverFront Investment Group, LLC | 39,509 | $2.61M | 0.04% | +11,017+38.7% | Added |
| Belpointe Asset Management LLC | 39,514 | $2.61M | 0.10% | −14,245−26.5% | Reduced |
| Central Pacific Bank - Trust Division | 39,870 | $2.63M | 0.34% | +55+0.1% | Added |
| Hilltop Holdings Inc. | 39,913 | $2.63M | 0.24% | −27,361−40.7% | Reduced |
| Alley Investment Management Company, LLC | 39,966 | $2.64M | 0.32% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 40,023 | $2.64M | 0.15% | +327+0.8% | Added |
| AlphaCore Capital LLC | 40,347 | $2.66M | 0.06% | −63,678−61.2% | Reduced |
| Simplicity Wealth,LLC | 40,618 | $2.68M | 0.15% | −1,487−3.5% | Reduced |
| Signaturefd, LLC | 40,637 | $2.68M | 0.04% | +4,406+12.2% | Added |
| Rayburn West Financial Services LLC | 40,666 | $2.68M | 1.58% | −1,625−3.8% | Reduced |
| Simplex Trading, LLC | 40,668 | $2.68M | 0.08% | +40,668 | New |
| John Boyer, Inc. | 40,662 | $2.68M | 2.68% | +2,006+5.2% | Added |
| Morningstar Investment Management LLC | 40,785 | $2.69M | 0.17% | −20,422−33.4% | Reduced |
| Burford Brothers, Inc. | 40,824 | $2.69M | 1.10% | −9,823−19.4% | Reduced |
| Van Eck Associates Corp | 40,952 | $2.70M | 0.00% | −5,521−11.9% | Reduced |
| Stolper Co | 41,334 | $2.73M | 0.90% | +403+1.0% | Added |
| Central Valley Advisors, LLC | 41,396 | $2.73M | 0.75% | +7,959+23.8% | Added |
| HF Advisory Group, LLC | 41,451 | $2.74M | 0.93% | +3,798+10.1% | Added |
| Next Level Private LLC | 41,463 | $2.74M | 0.62% | +3,976+10.6% | Added |
| Deltec Asset Management LLC | 41,632 | $2.75M | 0.50% | 00.0% | Unchanged |
| Madden Securities Corp | 41,659 | $2.75M | 0.83% | +11,160+36.6% | Added |
| Bessemer Group Inc | 41,728 | $2.75M | 0.00% | +5,479+15.1% | Added |
| Silvercrest Asset Management Group LLC | 41,774 | $2.76M | 0.02% | −2,394−5.4% | Reduced |
| RFG Advisory, LLC | 41,847 | $2.76M | 0.05% | +32+0.1% | Added |
| Private Trust Co NA | 41,877 | $2.76M | 0.25% | −682−1.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 42,088 | $2.78M | 0.11% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 42,306 | $2.78M | 0.10% | +37,790+836.8% | Added |
| Buckingham Strategic Partners | 42,104 | $2.78M | 0.03% | −12,874−23.4% | Reduced |
| Welch Group, LLC | 42,241 | $2.79M | 0.10% | +45+0.1% | Added |
| Evergreen Capital Management LLC | 41,588 | $2.79M | 0.06% | +3,966+10.5% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 42,472 | $2.80M | 0.01% | +42,472 | New |
| Steel Peak Wealth Management LLC | 41,919 | $2.81M | 0.09% | −9,154−17.9% | Reduced |
| Koshinski Asset Management, Inc. | 42,716 | $2.82M | 0.18% | +5,738+15.5% | Added |
| Segall Bryant & Hamill, LLC | 42,763 | $2.82M | 0.04% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 43,173 | $2.85M | 0.93% | −51−0.1% | Reduced |
| RMR Wealth Builders | 43,218 | $2.85M | 0.22% | +38,219+764.5% | Added |
| Parthenon LLC | 43,227 | $2.85M | 0.33% | −6,561−13.2% | Reduced |
| Parallel Advisors, LLC | 43,552 | $2.87M | 0.05% | +1,375+3.3% | Added |
| Catalyst Funds Management Pty Ltd | 43,604 | $2.88M | 0.49% | +43,604 | New |
| Ausdal Financial Partners, Inc. | 43,572 | $2.88M | 0.13% | −992−2.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 43,872 | $2.90M | 0.08% | −1,211−2.7% | Reduced |
| Moneta Group Investment Advisors LLC | 43,901 | $2.90M | 0.02% | +7,605+21.0% | Added |
| Radnor Capital Management, LLC | 44,196 | $2.92M | 0.43% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 44,062 | $2.93M | 0.14% | +1,061+2.5% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 44,393 | $2.93M | 0.20% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 43,819 | $2.93M | 0.07% | +16,996+63.4% | Added |
| NBT Bank N A | 44,815 | $2.96M | 0.19% | +1,039+2.4% | Added |
| Fortune Financial Advisors, LLC | 45,408 | $3.00M | 1.53% | +1,532+3.5% | Added |
| HBW Advisory Services LLC | 45,506 | $3.00M | 0.32% | −1,640−3.5% | Reduced |
| Securian Asset Management, Inc | 45,539 | $3.01M | 0.12% | −107−0.2% | Reduced |