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 |
|---|---|---|---|---|---|
| Carolina Wealth Advisors, LLC | 66,607 | $4.40M | 1.83% | +60,391+971.5% | Added |
| Frank, Rimerman Advisors LLC | 66,784 | $4.41M | 0.29% | +5,937+9.8% | Added |
| Evolve Private Wealth, LLC | 67,807 | $4.47M | 0.24% | −222−0.3% | Reduced |
| Capital Square, LLC | 66,954 | $4.48M | 2.06% | +1,739+2.7% | Added |
| Citizens National Bank Trust Department | 67,876 | $4.48M | 0.75% | +1,015+1.5% | Added |
| PFG Investments, LLC | 67,989 | $4.49M | 0.21% | −9,109−11.8% | Reduced |
| Tower Research Capital LLC (TRC) | 68,036 | $4.49M | 0.12% | +6,811+11.1% | Added |
| Graham Capital Management, L.P. | 68,629 | $4.53M | 0.15% | −78,168−53.2% | Reduced |
| Csenge Advisory Group | 68,762 | $4.54M | 0.21% | −9,672−12.3% | Reduced |
| Sanders Morris Harris LLC | 68,798 | $4.54M | 0.72% | +68,798 | New |
| MUFG Securities EMEA plc | 68,818 | $4.54M | 0.07% | 00.0% | Unchanged |
| Sigma Planning Corp | 68,988 | $4.55M | 0.13% | +9,925+16.8% | Added |
| Sound View Wealth Advisors Group, LLC | 69,064 | $4.56M | 0.31% | +242+0.4% | Added |
| Thrive Capital Management, LLC | 69,472 | $4.58M | 1.00% | −6,295−8.3% | Reduced |
| Prosperitas Financial LLC | 70,377 | $4.64M | 1.73% | +3,653+5.5% | Added |
| MainStreet Investment Advisors LLC | 71,066 | $4.69M | 0.71% | −2,479−3.4% | Reduced |
| Summit Financial, LLC | 70,117 | $4.70M | 0.06% | +7,374+11.8% | Added |
| Savant Capital, LLC | 71,755 | $4.74M | 0.02% | +5,304+8.0% | Added |
| Krilogy Financial LLC | 72,948 | $4.74M | 0.15% | +1,788+2.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 72,093 | $4.76M | 0.00% | +34,747+93.0% | Added |
| Highland Capital Management, LLC | 72,130 | $4.76M | 0.25% | −67−0.1% | Reduced |
| Wealthspire Advisors, LLC | 72,295 | $4.77M | 0.04% | −5,781−7.4% | Reduced |
| Convergence Investment Partners, LLC | 72,375 | $4.78M | 0.78% | +2,922+4.2% | Added |
| Founders Financial Alliance, LLC | 72,451 | $4.78M | 0.86% | +1,257+1.8% | Added |
| Bellecapital International Ltd. | 72,671 | $4.80M | 0.87% | +3,632+5.3% | Added |
| Kovitz Investment Group Partners, LLC | 72,676 | $4.80M | 0.11% | −486−0.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 72,677 | $4.80M | 0.16% | −85−0.1% | Reduced |
| Calamos Advisors LLC | 72,822 | $4.81M | 0.02% | +14,072+24.0% | Added |
| Verdence Capital Advisors LLC | 72,907 | $4.81M | 0.28% | −1,404−1.9% | Reduced |
| Hantz Financial Services, Inc. | 74,128 | $4.89M | 0.07% | −430−0.6% | Reduced |
| Community Bank & Trust, Waco, Texas | 74,206 | $4.90M | 0.99% | +1,134+1.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 74,392 | $4.91M | 0.25% | +32,144+76.1% | Added |
| 3Chopt Investment Partners, LLC | 73,310 | $4.92M | 1.12% | −237−0.3% | Reduced |
| Bleakley Financial Group, LLC | 74,722 | $4.93M | 0.08% | +2,209+3.0% | Added |
| LVM Capital Management Ltd | 74,972 | $4.95M | 0.47% | −2,068−2.7% | Reduced |
| Kinloch Capital, LLC | 75,022 | $4.95M | 2.02% | +10,126+15.6% | Added |
| Cypress Capital Group | 75,064 | $4.95M | 0.56% | +2,247+3.1% | Added |
| First Manhattan Co | 74,269 | $4.98M | 0.01% | −7,185−8.8% | Reduced |
| Capital Management Corp | 75,488 | $4.98M | 0.85% | −27,192−26.5% | Reduced |
| Opal Capital LLC | 75,770 | $5.00M | 0.89% | +510+0.7% | Added |
| Lowe Brockenbrough & Co Inc | 75,905 | $5.01M | 0.25% | −820−1.1% | Reduced |
| Janus Henderson Group PLC | 76,002 | $5.01M | 0.00% | −88,703−53.9% | Reduced |
| TrueMark Investments, LLC | 76,018 | $5.02M | 0.98% | −1,639−2.1% | Reduced |
| Sagespring Wealth Partners, LLC | 76,548 | $5.05M | 0.09% | +3,451+4.7% | Added |
| Howard Capital Management Inc. | 76,563 | $5.05M | 0.08% | −6,215−7.5% | Reduced |
| New Mexico Educational Retirement Board | 76,595 | $5.05M | 0.16% | 00.0% | Unchanged |
| Edmp, Inc. | 77,322 | $5.10M | 4.12% | −1,264−1.6% | Reduced |
| IHT Wealth Management, LLC | 78,227 | $5.16M | 0.12% | +10,607+15.7% | Added |
| TCG Advisory Services, LLC | 78,687 | $5.19M | 0.13% | +14,520+22.6% | Added |
| Archford Capital Strategies, LLC | 79,239 | $5.23M | 0.60% | −37,402−32.1% | Reduced |
| Johnson Investment Counsel Inc | 79,340 | $5.24M | 0.04% | −3,451−4.2% | Reduced |
| Golden State Equity Partners | 79,580 | $5.25M | 0.40% | +61,670+344.3% | Added |
| Freestone Capital Holdings, LLC | 79,589 | $5.25M | 0.16% | +7,469+10.4% | Added |
| Stratos Wealth Partners, LTD. | 79,687 | $5.26M | 0.06% | −11,054−12.2% | Reduced |
| Promethium Advisors,llc | 78,755 | $5.28M | 2.73% | +1,100+1.4% | Added |
| Principal Securities, Inc. | 80,072 | $5.28M | 0.08% | +6,122+8.3% | Added |
| Strategy Asset Managers LLC | 80,526 | $5.31M | 0.87% | −12,615−13.5% | Reduced |
| Investmark Advisory Group LLC | 80,548 | $5.32M | 2.27% | +293+0.4% | Added |
| Strategic Planning, Inc. | 81,214 | $5.36M | 2.69% | +1,139+1.4% | Added |
| Cedar Wealth Management, LLC | 81,649 | $5.39M | 1.57% | −3,137−3.7% | Reduced |
| Heritage Wealth Advisors | 81,695 | $5.39M | 0.21% | −5,961−6.8% | Reduced |
| Sunbelt Securities, Inc. | 81,802 | $5.40M | 0.34% | +1,457+1.8% | Added |
| Glenview Trust Co | 81,909 | $5.41M | 0.08% | +5,003+6.5% | Added |
| Boston Private Wealth LLC | 82,842 | $5.47M | 0.36% | +16,490+24.9% | Added |
| CFM Wealth Partners LLC | 83,022 | $5.48M | 0.82% | 00.0% | Unchanged |
| Alta Capital Management LLC | 83,531 | $5.51M | 0.43% | −140.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 83,972 | $5.54M | 0.06% | +4,548+5.7% | Added |
| EFG International AG | 84,129 | $5.55M | 0.12% | +9,045+12.0% | Added |
| Maryland State Retirement & Pension System | 84,371 | $5.57M | 0.11% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 84,881 | $5.60M | 0.01% | −217,435−71.9% | Reduced |
| American Century Companies Inc | 84,965 | $5.61M | 0.00% | +54,340+177.4% | Added |
| Perigon Wealth Management, LLC | 85,350 | $5.63M | 0.10% | +25,894+43.6% | Added |
| Louisiana State Employees Retirement System | 85,500 | $5.64M | 0.10% | −200−0.2% | Reduced |
| Financial Advisors Network, Inc. | 85,507 | $5.64M | 0.78% | −5,424−6.0% | Reduced |
| Symphony Financial, Ltd. Co. | 85,255 | $5.66M | 0.75% | −294−0.3% | Reduced |
| Hollencrest Capital Management | 85,841 | $5.66M | 0.21% | +653+0.8% | Added |
| Park Circle Co | 86,050 | $5.68M | 5.39% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 86,561 | $5.71M | 0.88% | +3,358+4.0% | Added |
| Coston, McIsaac & Partners | 86,704 | $5.72M | 1.29% | +1,618+1.9% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 87,676 | $5.79M | 0.20% | +24,406+38.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 87,846 | $5.80M | 0.01% | −64,872−42.5% | Reduced |
| Prospera Financial Services Inc | 88,105 | $5.82M | 0.09% | −6,487−6.9% | Reduced |
| Fred Alger Management, LLC | 87,124 | $5.84M | 0.03% | −58−0.1% | Reduced |
| Newport Trust Co | 88,660 | $5.85M | 0.01% | −14,482−14.0% | Reduced |
| Massmutual Trust Co FSB | 89,684 | $5.92M | 0.16% | +137+0.2% | Added |
| Slagle Financial, LLC | 89,729 | $5.92M | 1.96% | +4,254+5.0% | Added |
| Stony Point Wealth Management Inc. | 89,835 | $5.93M | 2.36% | −19,278−17.7% | Reduced |
| Balyasny Asset Management LLC | 90,143 | $5.95M | 0.01% | +51,507+133.3% | Added |
| Meyer Handelman Co | 90,463 | $5.97M | 0.19% | 00.0% | Unchanged |
| Rathbone Brothers plc | 91,111 | $6.01M | 0.02% | −538−0.6% | Reduced |
| Aua Capital Management, LLC | 92,369 | $6.10M | 3.11% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 92,651 | $6.11M | 0.03% | −3,293−3.4% | Reduced |
| Ascent Group, LLC | 92,922 | $6.13M | 0.21% | +1,760+1.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 93,134 | $6.15M | 0.21% | +1,230+1.3% | Added |
| Whittier Trust Co of Nevada Inc | 92,497 | $6.16M | 0.13% | +6,321+7.3% | Added |
| Waterloo Capital, L.P. | 93,629 | $6.18M | 0.43% | +6,502+7.5% | Added |
| Bokf, NA | 93,807 | $6.19M | 0.09% | +34,583+58.4% | Added |
| Diversify Wealth Management, LLC | 91,168 | $6.22M | 0.11% | +85,198+1,427.1% | Added |
| Park Avenue Securities LLC | 94,686 | $6.25M | 0.05% | +1,051+1.1% | Added |
| Assenagon Asset Management S.A. | 95,131 | $6.28M | 0.01% | −379,223−79.9% | Reduced |