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 |
|---|---|---|---|---|---|
| Yoder Wealth Management, Inc. | 3,284 | $216.7K | 0.10% | +3,284 | New |
| Sequent Planning LLC | 3,285 | $216.8K | 0.05% | +3,285 | New |
| JFS Wealth Advisors, LLC | 3,282 | $216.9K | 0.01% | −345−9.5% | Reduced |
| DT Investment Partners, LLC | 3,289 | $217.0K | 0.02% | −190−5.5% | Reduced |
| Keating Investment Counselors Inc | 3,297 | $217.6K | 0.05% | −500−13.2% | Reduced |
| Garde Capital, Inc. | 3,299 | $217.7K | 0.01% | +3,299 | New |
| PFS Partners, LLC | 3,302 | $217.9K | 0.10% | +18+0.5% | Added |
| Fedenia Advisers LLC | 3,303 | $218.0K | 0.16% | +3,303 | New |
| Eubel Brady & Suttman Asset Management Inc | 3,301 | $218.0K | 0.03% | +3,301 | New |
| Forthright Family Wealth Advisory LLC | 5,000 | $218.1K | 0.15% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 3,322 | $218.6K | 0.01% | −633−16.0% | Reduced |
| Spartan Planning & Wealth Management | 3,315 | $218.8K | 0.16% | +3,315 | New |
| Jacobsen Capital Management | 3,316 | $218.8K | 0.07% | +3,316 | New |
| Ironwood Investment Counsel, LLC | 3,331 | $219.8K | 0.03% | +3,331 | New |
| Tred Avon Family Wealth, LLC | 3,339 | $220.3K | 0.07% | +3,339 | New |
| Intesa Sanpaolo Wealth Management | 3,350 | $221.1K | 0.05% | 00.0% | Unchanged |
| Apollon Financial, LLC | 3,351 | $221.1K | 0.03% | +3,351 | New |
| Norris Perne & French LLP | 3,358 | $221.6K | 0.01% | +3,358 | New |
| SevenBridge Financial Group, LLC | 3,400 | $221.6K | 0.03% | 00.0% | Unchanged |
| Opinicus Capital, Inc. | 3,359 | $221.7K | 0.16% | +3,359 | New |
| Strategic Wealth Partners, Ltd. | 3,361 | $221.8K | 0.02% | +5+0.1% | Added |
| Wealth Advisors of Tampa Bay, LLC | 3,365 | $222.1K | 0.07% | −200−5.6% | Reduced |
| B&L Asset Management LLC | 3,370 | $222.4K | 0.10% | +3,370 | New |
| PW Nova Financial Services LLC | 3,374 | $222.7K | 0.06% | +3,374 | New |
| Peddock Capital Advisors, LLC | 3,374 | $222.7K | 0.05% | +3,374 | New |
| Range Advisory, LLC | 3,375 | $222.7K | 0.04% | +3,375 | New |
| Sovran Advisors, LLC | 3,067 | $222.8K | 0.02% | +3,067 | New |
| AdviceOne Advisory Services, LLC | 3,378 | $222.9K | 0.13% | +3,378 | New |
| Baker Boyer National Bank | 3,379 | $223.0K | 0.07% | −281−7.7% | Reduced |
| Capital Investment Counsel, Inc | 3,384 | $223.3K | 0.03% | −1,000−22.8% | Reduced |
| Braun-Bostich & Associates Inc. | 3,391 | $223.8K | 0.14% | +3,391 | New |
| BLB&B Advisors, LLC | 3,394 | $224.0K | 0.01% | +3,394 | New |
| Ellerson Group Inc | 3,395 | $224.0K | 0.15% | +3,395 | New |
| Partners in Financial Planning | 3,400 | $224.4K | 0.04% | +3,400 | New |
| Indie Asset Partners, LLC | 3,412 | $225.1K | 0.26% | +3,412 | New |
| Bridgewater Advisors Inc. | 3,794 | $225.2K | 0.01% | +3,794 | New |
| Brookwood Investment Group LLC | 3,415 | $225.4K | 0.03% | −914−21.1% | Reduced |
| Ingalls & Snyder LLC | 3,422 | $226.0K | 0.01% | −84−2.4% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 3,426 | $226.1K | 0.15% | +3,426 | New |
| Requisite Capital Management, LLC | 3,373 | $226.2K | 0.04% | +3,373 | New |
| Coquina Private Wealth LLC | 3,428 | $226.2K | 0.18% | +3,428 | New |
| tru Independence LLC | 3,434 | $226.6K | 0.11% | +3,434 | New |
| Alexander Labrunerie & Co., Inc. | 3,439 | $227.0K | 0.08% | +3,439 | New |
| Kickstand Ventures, LLC. | 3,446 | $227.4K | 0.05% | +3,446 | New |
| Indiana Trust & Investment Management CO | 3,450 | $227.7K | 0.07% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 3,451 | $227.7K | 0.04% | −142−4.0% | Reduced |
| WMG Financial Advisors, LLC | 3,454 | $227.9K | 0.10% | −2,151−38.4% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 3,405 | $228.3K | 0.07% | +3,405 | New |
| Atala Financial Inc | 3,500 | $228.6K | 0.15% | +3,500 | New |
| Ellis Investment Partners, LLC | 3,472 | $229.1K | 0.04% | −741−17.6% | Reduced |
| Hudock, Inc. | 3,475 | $229.4K | 0.03% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 3,477 | $229.4K | 0.02% | −285−7.6% | Reduced |
| Bravera Wealth | 3,477 | $229.4K | 0.10% | 00.0% | Unchanged |
| Magnolia Private Wealth, LLC | 3,478 | $229.5K | 0.15% | −345−9.0% | Reduced |
| Voya Financial Advisors, Inc. | 3,455 | $229.7K | 0.02% | +3,455 | New |
| River Street Advisors LLC | 3,494 | $230.6K | 0.08% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 3,495 | $230.6K | 0.07% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 3,500 | $231.0K | 0.00% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,501 | $231.0K | 0.00% | −180−4.9% | Reduced |
| Acima Private Wealth, LLC | 3,501 | $231.0K | 0.07% | 00.0% | Unchanged |
| Asset One Wealth Management LLC | 3,591 | $232.1K | 0.03% | +3,591 | New |
| Cary Street Partner Investment Advisory LLC | 3,521 | $232.3K | 0.06% | +344+10.8% | Added |
| Walleye Capital LLC | 3,534 | $233.2K | 0.00% | +2,216+168.1% | Added |
| One Charles Private Wealth Services, LLC | 3,553 | $234.5K | 0.06% | +31+0.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 3,500 | $234.7K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3,557 | $234.7K | 0.16% | +10+0.3% | Added |
| Arq Wealth Advisors, LLC | 3,560 | $234.9K | 0.04% | +3,560 | New |
| Portfolio Design Labs, LLC | 3,562 | $235.1K | 0.04% | −323−8.3% | Reduced |
| Aries Wealth Management | 3,570 | $235.6K | 0.05% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 3,573 | $235.8K | 0.06% | +3,573 | New |
| Chesapeake Wealth Management | 3,575 | $235.9K | 0.07% | +3,575 | New |
| Shum Financial Group, Inc. | 3,577 | $236.0K | 0.17% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 3,583 | $236.4K | 0.03% | +3,583 | New |
| Axiom Investment Management LLC | 3,584 | $236.5K | 0.18% | +3,584 | New |
| Weaver Consulting Group | 3,587 | $236.7K | 0.06% | −238−6.2% | Reduced |
| CapWealth Advisors, LLC | 3,588 | $236.8K | 0.02% | +31+0.9% | Added |
| Invesco, LLC | 3,590 | $236.9K | 0.08% | 00.0% | Unchanged |
| Ramiah Investment Group | 3,595 | $237.2K | 0.21% | +99+2.8% | Added |
| Smith Partners Wealth Management, LLC | 3,600 | $237.6K | 0.21% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 3,600 | $237.6K | 0.05% | +3,600 | New |
| Benin Management CORP | 3,602 | $237.7K | 0.05% | 00.0% | Unchanged |
| Daybright Advisory Services, Inc. | 3,610 | $238.2K | 0.07% | −316−8.0% | Reduced |
| Triangle Securities Wealth Management | 3,611 | $238.3K | 0.05% | −27−0.7% | Reduced |
| Post Resch Tallon Group Inc. | 3,679 | $239.0K | 0.19% | +3,679 | New |
| Crumly & Associates Inc. | 3,622 | $239.0K | 0.05% | +3,622 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,627 | $239.4K | 0.02% | −25−0.7% | Reduced |
| JSF Financial, LLC | 3,629 | $239.5K | 0.05% | +10+0.3% | Added |
| Union Savings Bank | 3,637 | $240.0K | 0.11% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 3,643 | $240.4K | 0.06% | +28+0.8% | Added |
| Landmark Wealth Management, LLC | 3,644 | $240.5K | 0.06% | +3,644 | New |
| Baker Avenue Asset Management, LP | 3,645 | $240.6K | 0.01% | +3,645 | New |
| Vertex Planning Partners, LLC | 3,651 | $240.9K | 0.05% | +10.0% | Added |
| Fortitude Family Office, LLC | 3,652 | $241.0K | 0.05% | −299−7.6% | Reduced |
| Werba Rubin Papier Wealth Management | 3,656 | $241.3K | 0.03% | +3,656 | New |
| Regent Peak Wealth Advisors LLC | 3,657 | $241.3K | 0.05% | +32+0.9% | Added |
| Northeast Investment Management | 3,659 | $241.5K | 0.01% | 00.0% | Unchanged |
| Next Capital Management LLC | 3,683 | $243.2K | 0.07% | +3,683 | New |
| Rooted Wealth Advisors, Inc. | 3,765 | $243.3K | 0.06% | +42+1.1% | Added |
| Blue Bell Private Wealth Management, LLC | 3,688 | $243.4K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 3,648 | $243.7K | 0.05% | 00.0% | Unchanged |