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 |
|---|---|---|---|---|---|
| Boston Partners | 8,793 | $1.05M | 0.00% | +181+2.1% | Added |
| Moody Lynn & Lieberson, LLC | 15,758 | $1.04M | 0.06% | −71−0.4% | Reduced |
| Woodward Diversified Capital, LLC | 16,189 | $1.04M | 0.47% | +339+2.1% | Added |
| Mather Group, LLC. | 15,694 | $1.04M | 0.01% | +7,004+80.6% | Added |
| ABN AMRO Bank N.V. | 15,290 | $1.03M | 0.01% | +6,495+73.8% | Added |
| Alpha Omega Wealth Management LLC | 15,583 | $1.03M | 0.17% | +99+0.6% | Added |
| Diversify Advisory Services, LLC | 15,066 | $1.03M | 0.16% | −64,244−81.0% | Reduced |
| Leo Wealth, LLC | 15,469 | $1.02M | 0.07% | −1,340−8.0% | Reduced |
| Klingenstein Fields & Co LP | 15,365 | $1.01M | 0.04% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 15,363 | $1.01M | 0.21% | +250+1.7% | Added |
| Royal Palms Capital LLC | 15,354 | $1.01M | 1.00% | −16−0.1% | Reduced |
| Soltis Investment Advisors LLC | 15,324 | $1.01M | 0.07% | −1,525−9.1% | Reduced |
| TigerOak Management, L.L.C. | 15,278 | $1.01M | 0.32% | +718+4.9% | Added |
| Intrua Financial, LLC | 15,239 | $1.01M | 0.11% | +14+0.1% | Added |
| Highland Financial Advisors, LLC | 15,236 | $1.01M | 0.27% | +15,236 | New |
| Kapstone Financial Advisors LLC | 15,205 | $1.00M | 0.49% | +10+0.1% | Added |
| Plimoth Trust Co LLC | 15,173 | $1.00M | 0.22% | +540+3.7% | Added |
| Linscomb & Williams, Inc. | 15,157 | $1.00M | 0.04% | +1,959+14.8% | Added |
| GeoWealth Management, LLC | 15,119 | $997.7K | 0.04% | +5,935+64.6% | Added |
| Jackson Hole Capital Partners, LLC | 15,098 | $996.3K | 0.17% | +592+4.1% | Added |
| Magnolia Capital Advisors LLC | 15,029 | $991.8K | 0.19% | +808+5.7% | Added |
| Cozad Asset Management Inc | 15,016 | $990.9K | 0.08% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15,003 | $990.1K | 0.06% | +113+0.8% | Added |
| Compagnie Lombard Odier SCmA | 15,000 | $989.9K | 0.01% | 00.0% | Unchanged |
| Arnhold LLC | 15,000 | $989.9K | 0.07% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 14,884 | $982.2K | 0.19% | −1,405−8.6% | Reduced |
| Koenig Investment Advisory, LLC | 14,838 | $979.2K | 0.83% | −38−0.3% | Reduced |
| CWS Financial Advisors, LLC | 14,806 | $977.1K | 0.25% | −292−1.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 14,731 | $972.1K | 0.01% | +1,007+7.3% | Added |
| Principle Wealth Partners LLC | 14,730 | $972.0K | 0.06% | +461+3.2% | Added |
| Mosaic Family Wealth Partners, LLC | 14,712 | $970.9K | 0.10% | +10,032+214.4% | Added |
| Ardent Capital Management, Inc. | 14,686 | $969.1K | 0.41% | −197−1.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 14,676 | $968.5K | 0.29% | +14+0.1% | Added |
| Galvin, Gaustad & Stein, LLC | 14,652 | $966.9K | 0.08% | −252−1.7% | Reduced |
| Frec Markets, Inc. | 14,634 | $965.7K | 0.16% | +6,349+76.6% | Added |
| Trust Co | 14,628 | $965.3K | 0.09% | 00.0% | Unchanged |
| Courier Capital LLC | 14,607 | $963.9K | 0.05% | +38+0.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 14,583 | $962.3K | 0.55% | −72−0.5% | Reduced |
| Bill Few Associates, Inc. | 14,562 | $961.0K | 0.23% | +371+2.6% | Added |
| NBC Securities, Inc. | 14,555 | $960.5K | 0.07% | +1,430+10.9% | Added |
| Resolute Partners Group | 14,313 | $959.7K | 0.40% | +1,434+11.1% | Added |
| Koss-Olinger Consulting, LLC | 14,533 | $959.0K | 0.08% | +9,194+172.2% | Added |
| Parkside Financial Bank & Trust | 14,465 | $954.5K | 0.07% | −1,837−11.3% | Reduced |
| KC Investment Advisors, LLC | 14,425 | $951.9K | 0.22% | −2,774−16.1% | Reduced |
| VeraBank, N.A. | 14,338 | $946.2K | 0.17% | −734−4.9% | Reduced |
| Jump Financial, LLC | 14,335 | $946.0K | 0.01% | +10,454+269.4% | Added |
| Wolff Financial Management LLC | 14,332 | $945.8K | 0.21% | +30.0% | Added |
| Diversified Enterprises, LLC | 14,286 | $942.7K | 0.05% | −203−1.4% | Reduced |
| Guardian Partners Inc. | 14,251 | $940.7K | 0.08% | +10.0% | Added |
| Gilliland Jeter Wealth Management LLC | 14,246 | $940.1K | 0.28% | −9−0.1% | Reduced |
| F/M Investments LLC | 14,226 | $938.8K | 0.06% | −11,987−45.7% | Reduced |
| Catalyst Financial Partners LLC | 14,224 | $938.6K | 0.11% | +1,635+13.0% | Added |
| Eastern Bank | 14,170 | $935.1K | 0.02% | +434+3.2% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 14,115 | $931.4K | 0.01% | −34−0.2% | Reduced |
| American National Bank | 14,112 | $931.2K | 0.09% | −79−0.6% | Reduced |
| KMG Fiduciary Partners, LLC | 14,088 | $929.7K | 0.07% | +763+5.7% | Added |
| Holderness Investments Co | 14,073 | $928.7K | 0.19% | +4,278+43.7% | Added |
| Calamos Wealth Management LLC | 14,072 | $928.6K | 0.03% | −1,987−12.4% | Reduced |
| Horst & Graben Wealth Management LLC | 14,062 | $928.1K | 0.13% | +201+1.5% | Added |
| Samalin Investment Counsel, LLC | 14,042 | $926.6K | 0.33% | +1,108+8.6% | Added |
| National Philanthropic Trust | 13,992 | $923.3K | 0.01% | −546−3.8% | Reduced |
| Patten & Patten Inc | 13,984 | $922.8K | 0.06% | +1,085+8.4% | Added |
| Longfellow Investment Management Co LLC | 13,958 | $921.1K | 0.19% | 00.0% | Unchanged |
| Chicago Capital, LLC | 13,954 | $920.8K | 0.02% | +20.0% | Added |
| Claris Financial LLC | 13,884 | $916.2K | 0.50% | +9,995+257.0% | Added |
| Avestar Capital, LLC | 13,866 | $915.0K | 0.06% | +338+2.5% | Added |
| Quantbot Technologies LP | 13,851 | $914.0K | 0.04% | −164,355−92.2% | Reduced |
| Nwam LLC | 13,807 | $911.1K | 0.05% | +48+0.3% | Added |
| Davis R M Inc | 13,706 | $908.9K | 0.02% | +208+1.5% | Added |
| Burns J W & Co Inc | 13,739 | $906.6K | 0.10% | −1,988−12.6% | Reduced |
| EverSource Wealth Advisors, LLC | 13,718 | $905.3K | 0.03% | +3,283+31.5% | Added |
| Signature Wealth Management Partners, LLC | 13,644 | $900.4K | 0.45% | +10.0% | Added |
| Taylor & Morgan Wealth Management, LLC | 13,568 | $895.4K | 0.51% | +236+1.8% | Added |
| Capital Advisors Wealth Management, LLC | 13,549 | $894.1K | 0.12% | +235+1.8% | Added |
| Fiduciary Group LLC | 13,548 | $894.0K | 0.08% | −1,330−8.9% | Reduced |
| Center for Wealth Management Advisory | 13,547 | $894.0K | 0.64% | −4,990−26.9% | Reduced |
| Exchange Bank | 13,546 | $893.9K | 0.62% | 00.0% | Unchanged |
| MBA Advisors LLC | 13,544 | $893.8K | 0.34% | +551+4.2% | Added |
| Hazlett, Burt & Watson, Inc. | 13,492 | $891.0K | 0.28% | −24−0.2% | Reduced |
| Forum Financial Management, LP | 13,471 | $888.9K | 0.01% | −8,158−37.7% | Reduced |
| Stegent Equity Advisors, Inc. | 13,468 | $888.8K | 0.76% | −18,719−58.2% | Reduced |
| SP Asset Management LLC | 13,468 | $888.7K | 0.08% | −703−5.0% | Reduced |
| 44 Wealth Management LLC | 13,463 | $888.4K | 0.31% | +97+0.7% | Added |
| Virtue Capital Management, LLC | 13,219 | $885.9K | 0.14% | +1,140+9.4% | Added |
| Maven Securities LTD | 13,426 | $885.5K | 0.05% | +13,426 | New |
| Davis Capital Management | 13,397 | $884.1K | 0.60% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 13,348 | $880.9K | 0.07% | +1,917+16.8% | Added |
| Spears Abacus Advisors LLC | 13,330 | $879.6K | 0.02% | +2,238+20.2% | Added |
| Advisor OS, LLC | 13,329 | $879.6K | 0.06% | +826+6.6% | Added |
| R Squared Ltd | 13,317 | $878.8K | 0.48% | −1,321−9.0% | Reduced |
| Triad Wealth Partners, LLC | 13,289 | $876.9K | 0.07% | +152+1.2% | Added |
| NorthStar Asset Management LLC | 13,281 | $876.4K | 0.42% | +339+2.6% | Added |
| Douglass Winthrop Advisors, LLC | 13,236 | $873.4K | 0.02% | −589−4.3% | Reduced |
| Strathmore Capital Advisors, Inc. | 13,055 | $873.1K | 0.25% | +13,055 | New |
| Grimes & Company, Inc. | 13,197 | $870.9K | 0.02% | +328+2.5% | Added |
| Hilltop National Bank | 13,187 | $870.2K | 0.21% | +480+3.8% | Added |
| Papamarkou Wellner Asset Management inc. | 13,140 | $867.1K | 0.53% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 13,076 | $862.9K | 0.00% | −4,595−26.0% | Reduced |
| Tevis Investment Management | 12,866 | $862.7K | 0.49% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 13,067 | $862.3K | 0.10% | −25−0.2% | Reduced |