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 |
|---|---|---|---|---|---|
| TCFG Investment Advisors, LLC | 4,770 | $314.8K | 0.12% | +4,770 | New |
| RFP Financial Group LLC | 4,772 | $314.9K | 0.17% | −185−3.7% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,806 | $317.1K | 0.03% | −8−0.2% | Reduced |
| Atwood & Palmer Inc | 4,808 | $317.3K | 0.02% | 00.0% | Unchanged |
| Beckerman Institutional, LLC | 4,841 | $319.5K | 0.17% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 4,842 | $319.5K | 0.01% | −1,750−26.5% | Reduced |
| Adams Wealth Management | 4,844 | $319.7K | 0.07% | +530+12.3% | Added |
| CacheTech Inc. | 4,844 | $319.7K | 0.06% | +530+12.3% | Added |
| Princeton Global Asset Management LLC | 4,853 | $320.3K | 0.05% | −3,020−38.4% | Reduced |
| Rockland Trust Co | 4,854 | $320.3K | 0.01% | −14−0.3% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,979 | $320.7K | 0.10% | +20.0% | Added |
| Florida Financial Advisors, LLC | 4,859 | $320.8K | 0.08% | +458+10.4% | Added |
| Sonata Capital Group Inc | 4,864 | $321.0K | 0.12% | 00.0% | Unchanged |
| Griffith & Werner, Inc. | 4,867 | $321.2K | 0.16% | −479−9.0% | Reduced |
| GDS Wealth Management | 4,888 | $322.6K | 0.02% | +70+1.5% | Added |
| Stockman Wealth Management, Inc. | 4,891 | $322.8K | 0.04% | +828+20.4% | Added |
| Banque Cantonale Vaudoise | 4,890 | $323.0K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 4,897 | $323.2K | 0.05% | +430+9.6% | Added |
| Yoffe Investment Management, LLC | 4,900 | $323.4K | 0.41% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4,839 | $323.9K | 0.05% | +515+11.9% | Added |
| LFG Wealth Partners, LLC | 4,911 | $324.1K | 0.20% | −567−10.4% | Reduced |
| Mechanics Financial Corp | 4,918 | $324.5K | 0.14% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4,925 | $325.0K | 0.03% | +50+1.0% | Added |
| Toth Financial Advisory Corp | 4,926 | $325.0K | 0.04% | −46−0.9% | Reduced |
| Prestige Wealth Management Group LLC | 4,850 | $325.2K | 0.06% | +91+1.9% | Added |
| Midwest Heritage Bank, FSB | 4,933 | $325.5K | 0.10% | 00.0% | Unchanged |
| Alteri Wealth LLC | 4,933 | $325.5K | 0.11% | −88−1.8% | Reduced |
| Archer Investment Corp | 4,938 | $325.8K | 0.07% | −349−6.6% | Reduced |
| BSW Wealth Partners | 4,948 | $326.5K | 0.04% | +24+0.5% | Added |
| Wick Capital Partners, LLC | 4,948 | $326.5K | 0.06% | +842+20.5% | Added |
| CDKV Holdings LLC | 4,953 | $326.8K | 0.29% | 00.0% | Unchanged |
| Cfo Capital Management LLC | 4,883 | $327.3K | 0.27% | −510−9.5% | Reduced |
| Intergy Private Wealth, LLC | 4,969 | $327.9K | 0.10% | +443+9.8% | Added |
| ProVise Management Group, LLC | 4,970 | $328.0K | 0.02% | −32−0.6% | Reduced |
| American Capital Advisory, LLC | 4,982 | $328.8K | 0.13% | −366−6.8% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 4,983 | $328.8K | 0.29% | +382+8.3% | Added |
| Lighthouse Investment Partners, LLC | 4,986 | $329.0K | 0.01% | −1,171−19.0% | Reduced |
| Nilsine Partners, LLC | 4,992 | $329.5K | 0.03% | +307+6.6% | Added |
| Lakeridge Wealth Management LLC | 4,995 | $329.6K | 0.14% | −172−3.3% | Reduced |
| Golden State Wealth Management, LLC | 4,995 | $329.7K | 0.04% | −76−1.5% | Reduced |
| AdvisorShares Investments LLC | 4,996 | $329.7K | 0.06% | +1,500+42.9% | Added |
| Graver Capital Management, LLC | 5,000 | $329.9K | 0.25% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 5,001 | $330.0K | 0.02% | −51−1.0% | Reduced |
| Oakmont Advisory Group, LLC | 5,005 | $330.2K | 0.34% | −702−12.3% | Reduced |
| Income Insurance Ltd | 5,018 | $331.1K | 0.23% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 5,053 | $332.3K | 0.01% | −3,233−39.0% | Reduced |
| Berman McAleer LLC | 5,038 | $332.5K | 0.05% | −167−3.2% | Reduced |
| Manning & Napier Advisors LLC | 4,978 | $333.6K | 0.00% | +1,515+43.7% | Added |
| Beta Wealth Group, Inc. | 5,063 | $334.1K | 0.14% | +63+1.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,071 | $334.6K | 0.11% | +25+0.5% | Added |
| Charter Trust Co | 5,082 | $335.4K | 0.02% | −93−1.8% | Reduced |
| Journey Advisory Group, LLC | 5,087 | $335.7K | 0.03% | −1,600−23.9% | Reduced |
| Piedmont Capital Management, LLC | 5,097 | $336.4K | 0.22% | −83−1.6% | Reduced |
| Viewpoint Investment Partners Corp | 6,700 | $336.7K | 0.16% | +2,400+55.8% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,110 | $337.2K | 0.07% | 00.0% | Unchanged |
| Monument Capital Management | 5,113 | $337.4K | 0.08% | −4,854−48.7% | Reduced |
| St Germain D J Co Inc | 5,125 | $338.2K | 0.01% | −97−1.9% | Reduced |
| OMC Financial Services LTD | 5,126 | $338.3K | 0.13% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 5,128 | $338.4K | 0.06% | +995+24.1% | Added |
| Americana Partners, LLC | 5,133 | $338.7K | 0.01% | −239−4.4% | Reduced |
| Greenhouse Wealth Management, LLC | 5,142 | $339.3K | 0.21% | 00.0% | Unchanged |
| Rubicon Advisors, GP | 5,143 | $339.4K | 0.30% | +416+8.8% | Added |
| Blue Rock Wealth Management LLC | 5,150 | $339.8K | 0.22% | −225−4.2% | Reduced |
| SmartHarvest Portfolios, LLC | 5,155 | $340.2K | 0.14% | −463−8.2% | Reduced |
| United Bank | 5,170 | $341.2K | 0.11% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 5,171 | $341.2K | 0.02% | −241−4.5% | Reduced |
| Holistic Financial Partners | 5,171 | $341.2K | 0.13% | +5,171 | New |
| 71 West Capital Partners | 5,172 | $341.3K | 0.02% | +1,219+30.8% | Added |
| Clear Wave Wealth Management LLC | 5,178 | $341.7K | 0.09% | +5,178 | New |
| Mosaic Financial Group, LLC | 5,179 | $342.0K | 0.24% | +10+0.2% | Added |
| Paul Damon & Associates, Inc. | 5,191 | $342.6K | 0.15% | +5,191 | New |
| Legacy Financial Independent Advisors LLC | 5,200 | $343.1K | 0.18% | +5,200 | New |
| Evanson Asset Management, LLC | 5,216 | $344.2K | 0.02% | +9+0.2% | Added |
| Barry Investment Advisors, LLC | 5,223 | $344.6K | 0.08% | +20.0% | Added |
| McAdam, LLC | 5,238 | $345.7K | 0.02% | +498+10.5% | Added |
| Hodges Capital Management Inc. | 5,240 | $345.8K | 0.03% | −35−0.7% | Reduced |
| Stonebridge Financial Group, LLC | 5,248 | $346.3K | 0.29% | +308+6.2% | Added |
| Evergreen Wealth Solutions, LLC | 5,264 | $347.4K | 0.02% | +5,264 | New |
| Centurion Wealth Management LLC | 5,272 | $347.9K | 0.08% | +199+3.9% | Added |
| High Point Wealth Management, LLC | 5,274 | $348.0K | 0.34% | −671−11.3% | Reduced |
| Coastline Trust Co | 5,280 | $348.4K | 0.03% | +680+14.8% | Added |
| Foguth Wealth Management, LLC. | 5,009 | $348.5K | 0.04% | −268−5.1% | Reduced |
| Gibbs Wealth Management | 5,289 | $349.0K | 0.05% | +5,289 | New |
| Keel Point, LLC | 5,297 | $349.6K | 0.02% | +66+1.3% | Added |
| Interchange Capital Partners, LLC | 5,832 | $351.8K | 0.11% | −3,046−34.3% | Reduced |
| Sterling Wealth Management, Inc. | 5,340 | $352.4K | 0.10% | −81−1.5% | Reduced |
| Legacy Wealth Partners, LLC | 5,341 | $352.5K | 0.09% | −506−8.7% | Reduced |
| NFP Retirement, Inc. | 5,343 | $352.6K | 0.02% | +277+5.5% | Added |
| Ervin Investment Management, LLC | 5,351 | $353.1K | 0.21% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 5,386 | $355.4K | 0.12% | +60+1.1% | Added |
| Novak & Powell Financial Services, Inc. | 5,399 | $356.3K | 0.19% | +17+0.3% | Added |
| Birch Hill Investment Advisors LLC | 5,400 | $356.3K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 5,410 | $357.1K | 0.19% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 5,423 | $357.9K | 0.14% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 5,432 | $358.5K | 0.03% | +1,052+24.0% | Added |
| Great Waters Wealth Management | 5,438 | $358.8K | 0.04% | +10.0% | Added |
| Letson Investment Management, Inc. | 5,440 | $359.0K | 0.14% | 00.0% | Unchanged |
| Operose Advisors LLC | 5,442 | $359.1K | 0.08% | +542+11.1% | Added |
| Ares Financial Consulting, LLC | 5,491 | $359.6K | 0.28% | +298+5.7% | Added |
| Leslie Global Wealth, LLC | 5,449 | $359.6K | 0.19% | +35+0.6% | Added |