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 |
|---|---|---|---|---|---|
| Altus Wealth Group LLC | 3,696 | $243.9K | 0.10% | 00.0% | Unchanged |
| Cambridge Advisors Inc. | 3,697 | $244.0K | 0.05% | +9+0.2% | Added |
| Perfromance Wealth Partners, LLC | 3,708 | $244.7K | 0.01% | +7+0.2% | Added |
| Fiduciary Family Office, LLC | 3,711 | $244.9K | 0.07% | −71−1.9% | Reduced |
| Adirondack Trust Co | 3,717 | $245.3K | 0.08% | 00.0% | Unchanged |
| North Dallas Bank & Trust Co | 3,719 | $245.4K | 0.17% | −200−5.1% | Reduced |
| Cardiff Park Advisors, LLC | 3,721 | $245.6K | 0.02% | −82−2.2% | Reduced |
| Chemung Canal Trust Co | 3,722 | $245.6K | 0.05% | −3,420−47.9% | Reduced |
| NWF Advisory Services Inc. | 3,730 | $246.1K | 0.03% | +127+3.5% | Added |
| Fortem Financial Group, LLC | 3,735 | $246.5K | 0.06% | +3,735 | New |
| Smith Asset Management Co., LLC | 3,736 | $246.5K | 0.21% | −135−3.5% | Reduced |
| Calton & Associates, Inc. | 3,737 | $246.6K | 0.04% | −1,741−31.8% | Reduced |
| Latitude Advisors, LLC | 3,745 | $247.1K | 0.11% | −983−20.8% | Reduced |
| Chilton Capital Management LLC | 3,753 | $247.7K | 0.01% | −29−0.8% | Reduced |
| My Purposeful Wealth Corp. | 3,755 | $247.8K | 0.06% | +3,755 | New |
| Bellevue Asset Management, LLC | 3,758 | $248.0K | 0.12% | +7+0.2% | Added |
| Fielder Capital Group LLC | 3,761 | $248.2K | 0.05% | +3,761 | New |
| Kiley Juergens Wealth Management, LLC | 3,764 | $248.4K | 0.04% | +3,764 | New |
| M. Kraus & Co | 3,770 | $248.8K | 0.07% | +170+4.7% | Added |
| Maridea Wealth Management LLC | 3,770 | $248.8K | 0.04% | +3,770 | New |
| Wellspring Financial Advisors, LLC | 3,772 | $248.9K | 0.02% | −1,049−21.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 3,781 | $249.5K | 0.05% | −548−12.7% | Reduced |
| Whetstone Capital Advisors, LLC | 3,787 | $249.9K | 0.09% | −106−2.7% | Reduced |
| Morris Financial Concepts, Inc. | 3,789 | $250.0K | 0.08% | −1,396−26.9% | Reduced |
| Cottonwood Capital Advisors, LLC | 3,792 | $250.2K | 0.18% | +30+0.8% | Added |
| Wolfstich Capital, LLC | 3,748 | $251.2K | 0.22% | +3,748 | New |
| Meramec Financial Planners, LLC | 3,892 | $251.5K | 0.10% | −53−1.3% | Reduced |
| Spinnaker Investment Group, LLC | 3,811 | $251.5K | 0.05% | −602−13.6% | Reduced |
| Poinciana Advisors Group, LLC | 3,815 | $251.7K | 0.20% | +332+9.5% | Added |
| Future Financial Wealth Managment LLC | 3,908 | $251.8K | 0.16% | −50−1.3% | Reduced |
| Medallion Wealth Advisors, LLC | 3,823 | $252.3K | 0.08% | +31+0.8% | Added |
| Torrey Growth & Income Advisors | 3,800 | $252.7K | 0.11% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,847 | $253.8K | 0.06% | +3,847 | New |
| Wall Street Financial Group, Inc. | 3,847 | $253.9K | 0.15% | +3,847 | New |
| Code Waechter LLC | 3,859 | $254.7K | 0.15% | +3,859 | New |
| HORAN Wealth, LLC | 3,875 | $255.7K | 0.02% | +160+4.3% | Added |
| Plancorp, LLC | 3,798 | $255.9K | 0.01% | −133−3.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 3,883 | $256.3K | 0.09% | +46+1.2% | Added |
| DF Dent & Co Inc | 3,886 | $256.4K | 0.00% | −600−13.4% | Reduced |
| Meadowbrook Advisors Group, LLC | 3,888 | $256.6K | 0.15% | −300−7.2% | Reduced |
| Baxter Bros Inc | 3,900 | $257.4K | 0.03% | −500−11.4% | Reduced |
| Magnetar Financial LLC | 3,845 | $257.7K | 0.00% | −9,952−72.1% | Reduced |
| Wheelhouse Advisory Group LLC | 3,906 | $257.8K | 0.09% | +22+0.6% | Added |
| BostonPremier Wealth LLC | 3,912 | $258.1K | 0.13% | +4+0.1% | Added |
| Retirement Planning Group, LLC | 3,850 | $258.2K | 0.17% | +241+6.7% | Added |
| First Foundation Advisors | 3,916 | $258.4K | 0.01% | −294−7.0% | Reduced |
| Jacobs Equity LLC | 3,920 | $258.7K | 0.23% | −1,743−30.8% | Reduced |
| Trust Co of the South | 3,931 | $259.4K | 0.04% | +3,931 | New |
| Drive Wealth Management, LLC | 3,879 | $260.0K | 0.05% | −226−5.5% | Reduced |
| Optivise Advisory Services LLC | 3,954 | $260.9K | 0.16% | −523−11.7% | Reduced |
| Cito Capital Group, LLC | 3,900 | $261.0K | 0.08% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,959 | $261.0K | 0.03% | 00.0% | Unchanged |
| LeConte Wealth Management, LLC | 3,962 | $261.5K | 0.17% | −354−8.2% | Reduced |
| FDx Advisors, Inc. | 3,964 | $262.0K | 0.08% | +3,964 | New |
| First Financial Corp | 3,974 | $262.2K | 0.10% | 00.0% | Unchanged |
| Keyvantage Wealth, LLC | 3,989 | $263.2K | 0.12% | +77+2.0% | Added |
| Intrepid Capital Management Inc | 4,000 | $264.0K | 0.10% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 4,001 | $264.0K | 0.02% | −195−4.6% | Reduced |
| Byrne Asset Management LLC | 4,004 | $264.2K | 0.16% | −451−10.1% | Reduced |
| Lifestyle Asset Management, Inc. | 4,023 | $265.5K | 0.09% | −548−12.0% | Reduced |
| Biltmore Family Office, LLC | 3,961 | $265.6K | 0.04% | −126−3.1% | Reduced |
| Acorns Advisers, LLC | 4,027 | $266.0K | 0.00% | +125+3.2% | Added |
| Westside Investment Management, Inc. | 4,046 | $266.9K | 0.04% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 4,047 | $267.1K | 0.03% | −420−9.4% | Reduced |
| Park Place Capital Corp | 4,047 | $267.1K | 0.05% | +1,177+41.0% | Added |
| Insight Advisors, LLC | 4,058 | $267.8K | 0.05% | −240−5.6% | Reduced |
| Keebeck Wealth Management, LLC | 4,066 | $268.3K | 0.03% | +4,066 | New |
| Quent Capital, LLC | 4,071 | $268.6K | 0.02% | −128−3.0% | Reduced |
| Crew Capital Management, Ltd. | 4,076 | $269.0K | 0.18% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 4,078 | $269.1K | 0.12% | 00.0% | Unchanged |
| Fiera Capital Corp | 4,080 | $269.2K | 0.00% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 4,090 | $269.9K | 0.08% | +16+0.4% | Added |
| Sage Investment Advisers LLC | 4,130 | $270.4K | 0.20% | +215+5.5% | Added |
| W Advisors, LLC | 4,098 | $270.4K | 0.14% | −18−0.4% | Reduced |
| C2C Wealth Management, LLC | 4,104 | $270.8K | 0.23% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 4,105 | $270.9K | 0.01% | −61−1.5% | Reduced |
| TownSquare Capital, LLC | 4,108 | $271.1K | 0.06% | +129+3.2% | Added |
| FSB Premier Wealth Management, Inc. | 4,111 | $271.3K | 0.08% | +4,111 | New |
| Prelude Capital Management, LLC | 4,112 | $271.4K | 0.02% | +4,112 | New |
| Patton Fund Management, Inc. | 4,117 | $271.7K | 0.05% | +324+8.5% | Added |
| Segment Wealth Management, LLC | 4,117 | $271.7K | 0.02% | +4,117 | New |
| Sentry LLC | 4,119 | $271.8K | 0.09% | −1,048−20.3% | Reduced |
| SHP Wealth Management | 4,124 | $272.0K | 0.02% | −315−7.1% | Reduced |
| Laurel Oak Wealth Management, LLC | 4,123 | $272.1K | 0.05% | 00.0% | Unchanged |
| Providence Financial Advisors, LLC | 4,124 | $272.1K | 0.16% | +44+1.1% | Added |
| Fearless Solutions, LLC dba Best Invest | 4,132 | $272.7K | 0.16% | +55+1.3% | Added |
| Abacus Planning Group, Inc. | 4,142 | $273.3K | 0.04% | −821−16.5% | Reduced |
| Keb Asset Management, LLC | 4,143 | $273.4K | 0.05% | −882−17.6% | Reduced |
| Strait & Sound Wealth Management LLC | 4,144 | $273.5K | 0.10% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 4,147 | $273.7K | 0.21% | +94+2.3% | Added |
| Sweeney & Michel, LLC | 4,099 | $273.9K | 0.08% | 00.0% | Unchanged |
| COFG Advisors, LLC | 4,155 | $274.2K | 0.07% | +305+7.9% | Added |
| Vantage Point Financial LLC | 4,158 | $274.4K | 0.10% | +120+3.0% | Added |
| Triumph Capital Management | 4,097 | $274.4K | 0.06% | +800+24.3% | Added |
| Patten Group, Inc. | 4,165 | $274.8K | 0.05% | +160+4.0% | Added |
| Oak Harbor Wealth Partners, LLC | 4,168 | $275.0K | 0.06% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 4,174 | $275.5K | 0.12% | −249−5.6% | Reduced |
| Thrive Wealth Management, LLC | 4,176 | $275.5K | 0.04% | −327−7.3% | Reduced |
| Okabena Investment Services Inc | 4,180 | $275.8K | 0.05% | 00.0% | Unchanged |
| Greenline Partners, LLC | 4,187 | $276.3K | 0.03% | −1,230−22.7% | Reduced |