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 |
|---|---|---|---|---|---|
| Pin Oak Investment Advisors Inc | 2,200 | $148.0K | 0.10% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2,283 | $150.7K | 0.06% | −21−0.9% | Reduced |
| Gulf International Bank (UK) Ltd | 2,299 | $152.0K | 0.00% | −51−2.2% | Reduced |
| First Command Advisory Services, Inc. | 2,306 | $152.3K | 0.00% | +201+9.5% | Added |
| Basso Capital Management, L.P. | 2,315 | $152.8K | 0.09% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 2,322 | $153.2K | 0.05% | +580+33.3% | Added |
| Pacific Center for Financial Services | 2,352 | $155.2K | 0.04% | +750+46.8% | Added |
| 1 North Wealth Services LLC | 2,382 | $157.2K | 0.06% | 00.0% | Unchanged |
| Avion Wealth | 2,407 | $158.0K | 0.03% | +184+8.3% | Added |
| BOK Financial Private Wealth, Inc. | 2,359 | $158.2K | 0.01% | −20−0.8% | Reduced |
| Field & Main Bank | 2,400 | $158.4K | 0.05% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,438 | $160.9K | 0.01% | −421−14.7% | Reduced |
| Pacifica Partners Inc. | 2,453 | $161.9K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,500 | $165.0K | 0.04% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,523 | $166.5K | 0.01% | −104−4.0% | Reduced |
| CNB Bank | 2,568 | $169.5K | 0.07% | −15−0.6% | Reduced |
| TrustBank | 2,580 | $170.3K | 0.07% | +2,580 | New |
| Rosenberg Matthew Hamilton | 2,583 | $170.5K | 0.03% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 2,594 | $171.2K | 0.04% | −45−1.7% | Reduced |
| Resources Management Corp | 2,615 | $173.0K | 0.02% | +40+1.6% | Added |
| Elgethun Capital Management | 2,692 | $177.6K | 0.03% | −1,428−34.7% | Reduced |
| Fourth Dimension Wealth, LLC | 2,728 | $180.0K | 0.07% | +120+4.6% | Added |
| Clayton Financial Group LLC | 2,775 | $183.1K | 0.09% | 00.0% | Unchanged |
| Financially Speaking Inc | 2,850 | $188.1K | 0.91% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 2,887 | $190.5K | 0.17% | −9−0.3% | Reduced |
| Cornerstone Planning Group LLC | 2,619 | $190.6K | 0.03% | +143+5.8% | Added |
| Cypress Capital Management LLC (WY) | 2,900 | $191.4K | 0.18% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2,902 | $191.5K | 0.47% | −961−24.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,903 | $192.0K | 0.00% | −2,883−49.8% | Reduced |
| BKM Wealth Management, LLC | 2,910 | $192.0K | 0.07% | +2,910 | New |
| Tanglewood Legacy Advisors, LLC | 2,931 | $193.4K | 0.07% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 3,000 | $198.0K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 2,970 | $199.1K | 0.14% | 00.0% | Unchanged |
| Crews Bank & Trust | 3,035 | $200.3K | 0.03% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 3,038 | $200.5K | 0.13% | +3,038 | New |
| Strata Wealth Advisors, LLC | 3,040 | $200.6K | 0.06% | −834−21.5% | Reduced |
| First Citizens Financial Corp | 3,042 | $200.7K | 0.09% | +3,042 | New |
| Grandview Asset Management LLC | 3,043 | $200.8K | 0.06% | +3,043 | New |
| Heartland Bank & Trust Co | 3,053 | $201.5K | 0.05% | +3,053 | New |
| Anchyra Partners LLC | 3,054 | $201.5K | 0.06% | +3,054 | New |
| Cooper Financial Group | 3,057 | $201.7K | 0.02% | +3,057 | New |
| Bank of New Hampshire | 3,072 | $202.7K | 0.05% | +377+14.0% | Added |
| Elevation Advisory Partners LLC | 3,195 | $203.3K | 0.19% | +3,195 | New |
| Axecap Investments, LLC | 3,082 | $203.4K | 0.14% | +3,082 | New |
| Allred Capital Management, LLC | 3,087 | $203.7K | 0.07% | +3,087 | New |
| RDA Financial Network | 3,087 | $203.7K | 0.05% | +3,087 | New |
| Financial Strategies Group, Inc. | 3,090 | $203.9K | 0.03% | +3,090 | New |
| Connecticut Wealth Management, LLC | 3,091 | $204.0K | 0.01% | +3,091 | New |
| GSG Advisors LLC | 3,103 | $204.8K | 0.05% | +3,103 | New |
| Rodgers & Associates, LTD | 3,105 | $204.9K | 0.02% | +3,105 | New |
| James J. Burns & Company, LLC | 3,107 | $205.0K | 0.03% | −7,401−70.4% | Reduced |
| Investment House LLC | 3,115 | $205.6K | 0.01% | +3,115 | New |
| Investors Research Corp | 3,125 | $206.2K | 0.04% | −150−4.6% | Reduced |
| Safe Harbor Fiduciary, LLC | 3,137 | $207.0K | 0.20% | −128−3.9% | Reduced |
| Verition Fund Management LLC | 3,138 | $207.1K | 0.00% | −168,866−98.2% | Reduced |
| Ade, LLC | 3,144 | $207.4K | 0.10% | +3,144 | New |
| A4 Wealth Advisors LLC | 3,146 | $207.6K | 0.17% | −913−22.5% | Reduced |
| TruWealth Advisors, LLC | 3,147 | $207.7K | 0.01% | +3,147 | New |
| Thompson Investment Management, Inc. | 3,148 | $207.7K | 0.03% | −100−3.1% | Reduced |
| Moseley Investment Management Inc | 3,148 | $207.7K | 0.07% | +3,148 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3,149 | $207.9K | 0.00% | −19−0.6% | Reduced |
| Inspire Advisors, LLC | 3,152 | $208.0K | 0.02% | +3,152 | New |
| Legacy Advisors, LLC | 3,155 | $208.2K | 0.02% | −1,353−30.0% | Reduced |
| Global Strategic Investment Solutions, LLC | 3,162 | $208.7K | 0.02% | +3,162 | New |
| MEMBERS Trust Co | 3,163 | $208.7K | 0.01% | −500−13.7% | Reduced |
| Blue Edge Capital, LLC | 3,164 | $208.8K | 0.03% | +3,164 | New |
| Waterfront Wealth Inc. | 3,166 | $208.9K | 0.04% | +3,166 | New |
| Chickasaw Capital Management LLC | 3,200 | $211.0K | 0.01% | +3,200 | New |
| Mathes Company, Inc. | 3,200 | $211.0K | 0.08% | +3,200 | New |
| Bullock Wealth Management Group | 3,224 | $211.1K | 0.11% | +9+0.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,199 | $211.1K | 0.01% | −295−8.4% | Reduced |
| Edge Wealth Management LLC | 3,200 | $211.2K | 0.04% | +3,200 | New |
| Scott & Selber, Inc. | 3,203 | $211.4K | 0.05% | +3,203 | New |
| Affinity Wealth Management LLC | 3,204 | $211.4K | 0.03% | +3,204 | New |
| Advisor Resource Council | 3,210 | $211.8K | 0.08% | +3,210 | New |
| Birinyi Associates Inc | 3,212 | $212.0K | 0.06% | +3,212 | New |
| Centiva Capital, LP | 3,215 | $212.2K | 0.01% | +3,215 | New |
| Aspire Capital Advisors LLC | 3,215 | $212.2K | 0.05% | +3,215 | New |
| First American Trust, FSB | 3,216 | $212.3K | 0.01% | +3,216 | New |
| Worth Asset Management, LLC | 3,221 | $212.5K | 0.08% | +3,221 | New |
| Redwood Wealth Management Group, LLC | 3,223 | $212.7K | 0.09% | +3,223 | New |
| Key Financial Inc | 3,223 | $212.7K | 0.04% | 00.0% | Unchanged |
| Guidance Capital, Inc | 2,922 | $212.7K | 0.05% | +2,922 | New |
| Eagle Bay Advisors LLC | 3,173 | $212.8K | 0.19% | +58+1.9% | Added |
| Sculati Wealth Management, LLC | 3,225 | $212.8K | 0.08% | +3,225 | New |
| STAR Financial Bank | 3,226 | $212.9K | 0.10% | +3,226 | New |
| Bernardo Wealth Planning LLC | 3,230 | $213.1K | 0.04% | +3,230 | New |
| Madison Asset Management, LLC | 3,230 | $213.1K | 0.00% | +3,230 | New |
| Security Financial Services, INC. | 3,238 | $213.7K | 0.03% | +3,238 | New |
| Altfest L J & Co Inc | 3,239 | $213.8K | 0.02% | +3,239 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,250 | $214.0K | 0.06% | 00.0% | Unchanged |
| Warner Financial, Inc | 3,250 | $214.0K | 0.07% | +3,250 | New |
| Stonebridge Capital Advisors LLC | 3,244 | $214.1K | 0.01% | +3,244 | New |
| FSM Wealth Advisors, LLC | 3,248 | $214.3K | 0.03% | +3,248 | New |
| Naviter Wealth, LLC | 3,199 | $214.5K | 0.03% | +3,199 | New |
| Old Port Advisors | 3,260 | $215.1K | 0.05% | +3,260 | New |
| Cannon Wealth Management Services, LLC | 3,261 | $215.2K | 0.15% | +3,261 | New |
| AssuredPartners Investment Advisors, LLC | 3,242 | $215.8K | 0.02% | +3,242 | New |
| Strategic Family Wealth Counselors, L.L.C. | 3,273 | $216.0K | 0.06% | +3,273 | New |
| Stronghold Wealth Management L.L.C. | 3,278 | $216.3K | 0.33% | +3,278 | New |