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 |
|---|---|---|---|---|---|
| Warren Averett Asset Management, LLC | 95,137 | $6.28M | 0.05% | +16,877+21.6% | Added |
| Boyer & Corporon Wealth Management, LLC | 95,530 | $6.30M | 1.79% | +9,594+11.2% | Added |
| Baugh & Associates, LLC | 95,922 | $6.33M | 2.73% | −723−0.7% | Reduced |
| Hartford Investment Management Co | 95,954 | $6.33M | 0.20% | −1,144−1.2% | Reduced |
| Sciencast Management LP | 95,982 | $6.33M | 0.81% | +95,982 | New |
| Dean Investment Associates, LLC | 96,045 | $6.34M | 0.89% | −16,132−14.4% | Reduced |
| Kentucky Retirement Systems | 165,124 | $6.34M | 0.47% | +59,213+55.9% | Added |
| Whittier Trust Co | 95,490 | $6.35M | 0.07% | +821+0.9% | Added |
| Two Sigma Investments, LP | 96,343 | $6.36M | 0.01% | +16,000+19.9% | Added |
| Financial Security Advisor, Inc. | 95,320 | $6.39M | 1.17% | −1,584−1.6% | Reduced |
| United Capital Financial Advisers, LLC | 97,160 | $6.41M | 0.04% | +3,987+4.3% | Added |
| BBR Partners, LLC | 97,814 | $6.45M | 0.36% | −9,951−9.2% | Reduced |
| Sowell Financial Services LLC | 98,059 | $6.47M | 0.24% | −1,946−1.9% | Reduced |
| Rbo & Co LLC | 98,239 | $6.48M | 1.05% | +491+0.5% | Added |
| Altrius Capital Management Inc | 98,279 | $6.49M | 1.29% | +2,044+2.1% | Added |
| Mayflower Financial Advisors, LLC | 98,330 | $6.49M | 0.79% | +2,491+2.6% | Added |
| Benjamin Edwards Inc | 98,551 | $6.50M | 0.06% | +27,150+38.0% | Added |
| Vise Technologies, Inc. | 112,883 | $6.51M | 0.13% | 00.0% | Unchanged |
| XTX Topco Ltd | 98,891 | $6.53M | 0.11% | +37,976+62.3% | Added |
| Level Four Advisory Services, LLC | 99,297 | $6.55M | 0.22% | +741+0.8% | Added |
| Rafferty Asset Management, LLC | 100,471 | $6.63M | 0.03% | −40,116−28.5% | Reduced |
| Pensionmark Financial Group, LLC | 101,269 | $6.68M | 0.11% | −2,893−2.8% | Reduced |
| Salomon & Ludwin, LLC | 101,641 | $6.68M | 0.60% | +202+0.2% | Added |
| Mizuho Securities USA LLC | 101,483 | $6.70M | 0.16% | −20,747−17.0% | Reduced |
| Farther Finance Advisors, LLC | 104,463 | $6.84M | 0.06% | −24,115−18.8% | Reduced |
| Ar Asset Management Inc | 104,401 | $6.89M | 1.33% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 104,671 | $6.91M | 1.00% | −88−0.1% | Reduced |
| Norinchukin Bank, The | 104,785 | $6.91M | 0.08% | +180.0% | Added |
| Brookstone Capital Management | 104,817 | $6.92M | 0.08% | +625+0.6% | Added |
| AlTi Global, Inc. | 103,092 | $6.93M | 0.15% | −5,131−4.7% | Reduced |
| Avantax Planning Partners, Inc. | 105,325 | $6.95M | 0.19% | −11,697−10.0% | Reduced |
| Summit Trail Advisors, LLC | 105,670 | $6.97M | 0.10% | +9,631+10.0% | Added |
| Eagle Global Advisors LLC | 105,786 | $6.98M | 0.25% | −955−0.9% | Reduced |
| Central Trust Co | 107,117 | $7.07M | 0.14% | −815−0.8% | Reduced |
| Keystone Financial Planning, Inc. | 107,203 | $7.07M | 1.89% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 108,637 | $7.18M | 0.13% | +749+0.7% | Added |
| CoreCap Advisors, LLC | 109,540 | $7.23M | 0.25% | +15,280+16.2% | Added |
| TD Waterhouse Canada Inc. | 110,914 | $7.25M | 0.02% | −41,456−27.2% | Reduced |
| Harbour Investments, Inc. | 109,939 | $7.25M | 0.11% | +56,755+106.7% | Added |
| Linden Thomas Advisory Services, LLC | 110,384 | $7.28M | 0.70% | +3,734+3.5% | Added |
| Kingsview Wealth Management, LLC | 111,068 | $7.33M | 0.10% | +23,539+26.9% | Added |
| Principal Street Partners, LLC | 112,036 | $7.39M | 1.21% | −868−0.8% | Reduced |
| Hancock Whitney Corp | 102,799 | $7.44M | 0.13% | +14,315+16.2% | Added |
| Hutner Capital Management Inc | 113,334 | $7.48M | 3.07% | −200−0.2% | Reduced |
| Venture Visionary Partners LLC | 113,455 | $7.49M | 0.25% | +10,081+9.8% | Added |
| Agf Management Ltd | 113,762 | $7.51M | 0.03% | +12,811+12.7% | Added |
| Walled Lake Planning & Wealth Management, LLC | 113,857 | $7.51M | 2.21% | +2,027+1.8% | Added |
| Kennon-Green & Company, LLC | 116,526 | $7.69M | 6.30% | −1,167−1.0% | Reduced |
| Denali Advisors LLC | 117,199 | $7.73M | 0.86% | +2,768+2.4% | Added |
| Inlet Private Wealth, LLC | 118,161 | $7.80M | 1.99% | −8,700−6.9% | Reduced |
| LGT Fund Management Co Ltd. | 118,495 | $7.82M | 0.34% | +59,555+101.0% | Added |
| Independent Advisor Alliance | 118,678 | $7.83M | 0.08% | −5,922−4.8% | Reduced |
| Global X Japan Co., Ltd. | 119,207 | $7.87M | 0.40% | +5,093+4.5% | Added |
| Commonwealth Retirement Investments LLC | 119,685 | $7.90M | 2.45% | +4,483+3.9% | Added |
| Investment Management Corp of Ontario | 120,089 | $7.92M | 0.10% | +6,400+5.6% | Added |
| HB Wealth Management, LLC | 121,990 | $8.05M | 0.05% | +3,532+3.0% | Added |
| Mutual Advisors, LLC | 123,032 | $8.12M | 0.17% | +5,034+4.3% | Added |
| Yousif Capital Management, LLC | 123,317 | $8.14M | 0.10% | −5,993−4.6% | Reduced |
| Integrated Wealth Concepts LLC | 123,318 | $8.14M | 0.06% | +67,243+119.9% | Added |
| Intact Investment Management Inc. | 123,700 | $8.16M | 0.23% | −14,000−10.2% | Reduced |
| Quadrature Capital Ltd | 123,835 | $8.17M | 0.10% | +123,835 | New |
| Capital Wealth Planning, LLC | 124,344 | $8.21M | 0.05% | −18,945−13.2% | Reduced |
| Intech Investment Management LLC | 124,849 | $8.24M | 0.08% | −15,356−11.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 124,942 | $8.24M | 0.03% | +19,221+18.2% | Added |
| Fisher Asset Management, LLC | 125,545 | $8.28M | 0.00% | +5,023+4.2% | Added |
| Ellsworth Advisors, LLC | 125,771 | $8.30M | 1.56% | +13,753+12.3% | Added |
| Octavia Wealth Advisors, LLC | 124,782 | $8.37M | 0.80% | +1,595+1.3% | Added |
| KWMG, LLC | 126,971 | $8.38M | 0.70% | +2,518+2.0% | Added |
| CAPROCK Group, Inc. | 126,177 | $8.46M | 0.21% | +666+0.5% | Added |
| Jain Global LLC | 129,464 | $8.54M | 0.11% | +95,091+276.6% | Added |
| Atria Investments LLC | 129,650 | $8.56M | 0.10% | +3,460+2.7% | Added |
| Sequoia Financial Advisors, LLC | 130,297 | $8.60M | 0.05% | +11,446+9.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 134,668 | $8.89M | 0.25% | −9,674−6.7% | Reduced |
| Northern Oak Wealth Management Inc | 135,454 | $8.94M | 1.12% | −685−0.5% | Reduced |
| Lifeworks Advisors, LLC | 137,796 | $9.09M | 1.17% | −2,673−1.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 139,776 | $9.22M | 0.78% | +2,188+1.6% | Added |
| Engineers Gate Manager LP | 141,032 | $9.31M | 0.12% | −41,426−22.7% | Reduced |
| Windle Wealth, LLC | 142,155 | $9.38M | 3.96% | +5,187+3.8% | Added |
| Hennessy Advisors Inc | 142,500 | $9.40M | 0.34% | −7,000−4.7% | Reduced |
| RSM US Wealth Management LLC | 142,901 | $9.43M | 0.12% | +4,958+3.6% | Added |
| Los Angeles Capital Management LLC | 143,286 | $9.46M | 0.04% | −921,383−86.5% | Reduced |
| Concurrent Investment Advisors, LLC | 145,345 | $9.59M | 0.10% | +9,979+7.4% | Added |
| Brinker Capital Investments, LLC | 145,459 | $9.60M | 0.08% | −33,898−18.9% | Reduced |
| Auxier Asset Management | 145,533 | $9.60M | 1.38% | −1,325−0.9% | Reduced |
| Vinva Investment Management Ltd | 144,872 | $9.71M | 0.12% | +42,896+42.1% | Added |
| Great Valley Advisor Group, Inc. | 147,632 | $9.74M | 0.18% | +1,811+1.2% | Added |
| Brown Brothers Harriman & Co | 148,288 | $9.79M | 0.05% | +28,797+24.1% | Added |
| Regal Investment Advisors LLC | 148,761 | $9.82M | 0.57% | −2,049−1.4% | Reduced |
| KBC Group NV | 154,305 | $10.2M | 0.03% | 00.0% | Unchanged |
| Banco Santander, S.A. | 157,430 | $10.4M | 0.08% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 162,195 | $10.5M | 0.68% | +9,065+5.9% | Added |
| Snowden Capital Advisors LLC | 157,952 | $10.6M | 0.28% | −300−0.2% | Reduced |
| Horizon Investments, LLC | 161,216 | $10.6M | 0.12% | −19,708−10.9% | Reduced |
| Apollon Wealth Management, LLC | 161,788 | $10.7M | 0.17% | +82,690+104.5% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 164,461 | $10.9M | 0.13% | −311−0.2% | Reduced |
| Johnson Financial Group, Inc. | 162,073 | $10.9M | 0.39% | +524+0.3% | Added |
| Heritage Trust Co | 164,864 | $10.9M | 1.09% | +7,454+4.7% | Added |
| Huntington National Bank | 165,647 | $10.9M | 0.06% | +16,215+10.9% | Added |
| Visionary Wealth Advisors | 166,684 | $11.0M | 0.49% | +2,204+1.3% | Added |
| Allstate Corp | 166,910 | $11.0M | 0.12% | +39,441+30.9% | Added |