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 |
|---|---|---|---|---|---|
| Abound Wealth Management | 338 | $22.3K | 0.01% | +26+8.3% | Added |
| Peterson Wealth Services | 342 | $22.6K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 342 | $22.6K | 0.00% | +78+29.5% | Added |
| Stone House Investment Management, LLC | 353 | $23.3K | 0.00% | +214+154.0% | Added |
| Comprehensive Financial Planning, Inc. | 354 | $23.4K | 0.02% | +87+32.6% | Added |
| Financial Life Planners | 365 | $24.1K | 0.02% | +365 | New |
| Redwood Park Advisors LLC | 372 | $24.5K | 0.02% | +7+1.9% | Added |
| Clear Street Markets LLC | 376 | $24.8K | 0.01% | −7,916−95.5% | Reduced |
| Tower Trust & Investment Co | 400 | $26.4K | 0.02% | 00.0% | Unchanged |
| Graney & King, LLC | 401 | $26.5K | 0.01% | +5+1.3% | Added |
| Plante Moran Financial Advisors, LLC | 405 | $26.7K | 0.00% | −30−6.9% | Reduced |
| William B. Walkup & Associates, Inc. | 447 | $26.8K | 0.02% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 411 | $27.1K | 0.03% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 413 | $27.3K | 0.03% | 00.0% | Unchanged |
| Newton One Investments LLC | 420 | $27.7K | 0.01% | +8+1.9% | Added |
| NVWM, LLC | 422 | $27.8K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 450 | $29.7K | 0.01% | +349+345.5% | Added |
| Financial Freedom, LLC | 454 | $30.0K | 0.01% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 467 | $30.0K | 0.03% | +9+2.0% | Added |
| Darwin Advisors, LLC | 467 | $30.8K | 0.01% | −4−0.8% | Reduced |
| Highline Wealth Partners LLC | 470 | $31.0K | 0.01% | +111+30.9% | Added |
| Intentional Wealth Strategies, LLC | 474 | $31.3K | 0.03% | +474 | New |
| Accordant Advisory Group Inc | 500 | $33.0K | 0.02% | −100−16.7% | Reduced |
| Creative Capital Management Investments LLC | 500 | $33.0K | 0.01% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 500 | $33.0K | 0.01% | 00.0% | Unchanged |
| Wellington Grp LLC | 501 | $33.1K | 0.01% | +30+6.4% | Added |
| Miller Capital Partners, Inc. | 505 | $33.3K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 516 | $34.1K | 0.01% | −114−18.1% | Reduced |
| True Wealth Design, LLC | 523 | $34.5K | 0.01% | +67+14.7% | Added |
| Hughes Financial Services, LLC | 524 | $34.5K | 0.01% | +14+2.7% | Added |
| UMA Financial Services, Inc. | 524 | $34.6K | 0.00% | +231+78.8% | Added |
| Magnolia Wealth Management, LLC | 532 | $35.1K | 0.02% | +532 | New |
| Olistico Wealth, LLC | 541 | $35.7K | 0.02% | −275−33.7% | Reduced |
| Covestor Ltd | 545 | $36.0K | 0.02% | −260−32.3% | Reduced |
| Osbon Capital Management LLC | 549 | $36.2K | 0.03% | +548+54,800.0% | Added |
| Hurley Capital, LLC | 554 | $36.6K | 0.02% | +180+48.1% | Added |
| Fairman Group, LLC | 548 | $36.8K | 0.03% | +10+1.9% | Added |
| Ogorek Anthony Joseph | 587 | $38.0K | 0.01% | +49+9.1% | Added |
| Paladin Partners, LLC | 581 | $38.3K | 0.03% | +11+1.9% | Added |
| Basepoint Wealth LLC | 591 | $39.0K | 0.02% | −507−46.2% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 593 | $39.1K | 0.02% | +593 | New |
| Protective Life Corp | 600 | $39.6K | 0.13% | +600 | New |
| Key Capital Management, INC | 613 | $40.4K | 0.03% | +560+1,056.6% | Added |
| Marshall Investment Management, LLC | 624 | $41.2K | 0.02% | +624 | New |
| BNP Paribas | 630 | $41.6K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 631 | $41.6K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 640 | $42.2K | 0.06% | −243−27.5% | Reduced |
| Cornerstone Financial Management LLC | 648 | $42.8K | 0.04% | +23+3.7% | Added |
| Bayforest Capital Ltd | 663 | $43.8K | 0.05% | −69−9.4% | Reduced |
| Abound Financial, LLC | 664 | $43.8K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 665 | $43.9K | 0.04% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 671 | $44.3K | 0.01% | +324+93.4% | Added |
| Kemnay Advisory Services Inc. | 673 | $44.4K | 0.01% | −286−29.8% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 678 | $44.7K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 687 | $45.3K | 0.00% | +6+0.9% | Added |
| St. Johns Investment Management Company, LLC | 689 | $45.5K | 0.02% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 700 | $46.2K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 712 | $47.0K | 0.02% | +333+87.9% | Added |
| Miller Global Investments, LLC | 714 | $47.1K | 0.04% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 718 | $47.4K | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 721 | $47.6K | 0.03% | +79+12.3% | Added |
| Ulland Investment Advisors, LLC | 732 | $48.0K | 0.04% | −10−1.3% | Reduced |
| Asset Dedication, LLC | 732 | $48.3K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 740 | $48.9K | 0.00% | −191−20.5% | Reduced |
| Dynamic Wealth Strategies, LLC | 741 | $48.9K | 0.03% | 00.0% | Unchanged |
| Sachetta, LLC | 763 | $50.6K | 0.03% | +12+1.6% | Added |
| Corsicana & Co. | 856 | $51.4K | 0.03% | +41+5.0% | Added |
| Community Financial Services Group, LLC | 787 | $51.5K | 0.01% | +787 | New |
| Chapman Financial Group, LLC | 786 | $51.9K | 0.04% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $52.0K | 0.02% | −1,700−68.0% | Reduced |
| 1015 Capital Partners, LLC | 797 | $52.6K | 0.05% | +250+45.7% | Added |
| Ankerstar Wealth, LLC | 786 | $52.7K | 0.06% | −34−4.1% | Reduced |
| Sawyer & Company, Inc | 800 | $52.8K | 0.02% | −100−11.1% | Reduced |
| Advantage Trust Co | 800 | $52.8K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 814 | $53.7K | 0.01% | −352−30.2% | Reduced |
| Quarry LP | 821 | $54.2K | 0.01% | −1,825−69.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 825 | $54.4K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 836 | $55.2K | 0.01% | +13+1.6% | Added |
| Islay Capital Management, LLC | 842 | $55.6K | 0.03% | 00.0% | Unchanged |
| Bulwark Capital Corp | 846 | $55.8K | 0.03% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 838 | $57.0K | 0.07% | +1+0.1% | Added |
| Colonial Trust Advisors | 886 | $58.5K | 0.00% | −50−5.3% | Reduced |
| Evolution Wealth Management Inc. | 899 | $59.3K | 0.04% | +13+1.5% | Added |
| West Branch Capital LLC | 906 | $59.8K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 915 | $60.4K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 931 | $61.4K | 0.01% | −138−12.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 944 | $62.3K | 0.00% | +944 | New |
| Ballast Advisors LLC | 969 | $63.9K | 0.02% | +969 | New |
| Flagship Wealth Advisors, LLC | 1,100 | $64.5K | 0.03% | 00.0% | Unchanged |
| Vision Retirement, LLC | 978 | $64.6K | 0.02% | −102−9.4% | Reduced |
| Bayban | 999 | $65.9K | 0.06% | +999 | New |
| Pingora Partners LLC | 1,000 | $66.0K | 0.04% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 1,000 | $66.0K | 0.04% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 1,000 | $66.0K | 0.03% | +830+488.2% | Added |
| Gill Capital Partners, LLC | 1,000 | $66.0K | 0.02% | +1,000 | New |
| Bruce G. Allen Investments, LLC | 1,005 | $66.3K | 0.04% | −79−7.3% | Reduced |
| New England Capital Financial Advisors LLC | 1,024 | $67.6K | 0.02% | +17+1.7% | Added |
| Walsh & Associates, LLC | 1,034 | $68.2K | 0.07% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,050 | $69.3K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 912 | $70.1K | 0.02% | +45+5.2% | Added |