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
- 2,501
- +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 | 2,575 | $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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 95,131 | $6.28M | 0.01% | −379,223−79.9% | Reduced |
| Park Avenue Securities LLC | 94,686 | $6.25M | 0.05% | +1,051+1.1% | Added |
| Diversify Wealth Management, LLC | 91,168 | $6.22M | 0.11% | +85,198+1,427.1% | Added |
| Bokf, NA | 93,807 | $6.19M | 0.09% | +34,583+58.4% | Added |
| Waterloo Capital, L.P. | 93,629 | $6.18M | 0.43% | +6,502+7.5% | Added |
| Whittier Trust Co of Nevada Inc | 92,497 | $6.16M | 0.13% | +6,321+7.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 93,134 | $6.15M | 0.21% | +1,230+1.3% | Added |
| Ascent Group, LLC | 92,922 | $6.13M | 0.21% | +1,760+1.9% | Added |
| EP Wealth Advisors, LLC | 92,651 | $6.11M | 0.03% | −3,293−3.4% | Reduced |
| Aua Capital Management, LLC | 92,369 | $6.10M | 3.11% | 00.0% | Unchanged |
| Rathbone Brothers plc | 91,111 | $6.01M | 0.02% | −538−0.6% | Reduced |
| Meyer Handelman Co | 90,463 | $5.97M | 0.19% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 90,143 | $5.95M | 0.01% | +51,507+133.3% | Added |
| Stony Point Wealth Management Inc. | 89,835 | $5.93M | 2.36% | −19,278−17.7% | Reduced |
| Slagle Financial, LLC | 89,729 | $5.92M | 1.96% | +4,254+5.0% | Added |
| Massmutual Trust Co FSB | 89,684 | $5.92M | 0.16% | +137+0.2% | Added |
| Newport Trust Co | 88,660 | $5.85M | 0.01% | −14,482−14.0% | Reduced |
| Fred Alger Management, LLC | 87,124 | $5.84M | 0.03% | −58−0.1% | Reduced |
| Prospera Financial Services Inc | 88,105 | $5.82M | 0.09% | −6,487−6.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 87,846 | $5.80M | 0.01% | −64,872−42.5% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 87,676 | $5.79M | 0.20% | +24,406+38.6% | Added |
| Coston, McIsaac & Partners | 86,704 | $5.72M | 1.29% | +1,618+1.9% | Added |
| Tyche Wealth Partners LLC | 86,561 | $5.71M | 0.88% | +3,358+4.0% | Added |
| Park Circle Co | 86,050 | $5.68M | 5.39% | 00.0% | Unchanged |
| Hollencrest Capital Management | 85,841 | $5.66M | 0.21% | +653+0.8% | Added |
| Symphony Financial, Ltd. Co. | 85,255 | $5.66M | 0.75% | −294−0.3% | Reduced |
| Financial Advisors Network, Inc. | 85,507 | $5.64M | 0.78% | −5,424−6.0% | Reduced |
| Louisiana State Employees Retirement System | 85,500 | $5.64M | 0.10% | −200−0.2% | Reduced |
| Perigon Wealth Management, LLC | 85,350 | $5.63M | 0.10% | +25,894+43.6% | Added |
| American Century Companies Inc | 84,965 | $5.61M | 0.00% | +54,340+177.4% | Added |
| Thrivent Financial for Lutherans | 84,881 | $5.60M | 0.01% | −217,435−71.9% | Reduced |
| Maryland State Retirement & Pension System | 84,371 | $5.57M | 0.11% | 00.0% | Unchanged |
| EFG International AG | 84,129 | $5.55M | 0.12% | +9,045+12.0% | Added |
| Vestmark Advisory Solutions, Inc. | 83,972 | $5.54M | 0.06% | +4,548+5.7% | Added |
| Alta Capital Management LLC | 83,531 | $5.51M | 0.43% | −140.0% | Reduced |
| CFM Wealth Partners LLC | 83,022 | $5.48M | 0.82% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 82,842 | $5.47M | 0.36% | +16,490+24.9% | Added |
| Glenview Trust Co | 81,909 | $5.41M | 0.08% | +5,003+6.5% | Added |
| Sunbelt Securities, Inc. | 81,802 | $5.40M | 0.34% | +1,457+1.8% | Added |
| Heritage Wealth Advisors | 81,695 | $5.39M | 0.21% | −5,961−6.8% | Reduced |
| Cedar Wealth Management, LLC | 81,649 | $5.39M | 1.57% | −3,137−3.7% | Reduced |
| Strategic Planning, Inc. | 81,214 | $5.36M | 2.69% | +1,139+1.4% | Added |
| Investmark Advisory Group LLC | 80,548 | $5.32M | 2.27% | +293+0.4% | Added |
| Strategy Asset Managers LLC | 80,526 | $5.31M | 0.87% | −12,615−13.5% | Reduced |
| Principal Securities, Inc. | 80,072 | $5.28M | 0.08% | +6,122+8.3% | Added |
| Promethium Advisors,llc | 78,755 | $5.28M | 2.73% | +1,100+1.4% | Added |
| Stratos Wealth Partners, LTD. | 79,687 | $5.26M | 0.06% | −11,054−12.2% | Reduced |
| Freestone Capital Holdings, LLC | 79,589 | $5.25M | 0.16% | +7,469+10.4% | Added |
| Golden State Equity Partners | 79,580 | $5.25M | 0.40% | +61,670+344.3% | Added |
| Johnson Investment Counsel Inc | 79,340 | $5.24M | 0.04% | −3,451−4.2% | Reduced |
| Archford Capital Strategies, LLC | 79,239 | $5.23M | 0.60% | −37,402−32.1% | Reduced |
| TCG Advisory Services, LLC | 78,687 | $5.19M | 0.13% | +14,520+22.6% | Added |
| IHT Wealth Management, LLC | 78,227 | $5.16M | 0.12% | +10,607+15.7% | Added |
| Edmp, Inc. | 77,322 | $5.10M | 4.12% | −1,264−1.6% | Reduced |
| New Mexico Educational Retirement Board | 76,595 | $5.05M | 0.16% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 76,563 | $5.05M | 0.08% | −6,215−7.5% | Reduced |
| Sagespring Wealth Partners, LLC | 76,548 | $5.05M | 0.09% | +3,451+4.7% | Added |
| TrueMark Investments, LLC | 76,018 | $5.02M | 0.98% | −1,639−2.1% | Reduced |
| Janus Henderson Group PLC | 76,002 | $5.01M | 0.00% | −88,703−53.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 75,905 | $5.01M | 0.25% | −820−1.1% | Reduced |
| Opal Capital LLC | 75,770 | $5.00M | 0.89% | +510+0.7% | Added |
| Capital Management Corp | 75,488 | $4.98M | 0.85% | −27,192−26.5% | Reduced |
| First Manhattan Co | 74,269 | $4.98M | 0.01% | −7,185−8.8% | Reduced |
| Cypress Capital Group | 75,064 | $4.95M | 0.56% | +2,247+3.1% | Added |
| Kinloch Capital, LLC | 75,022 | $4.95M | 2.02% | +10,126+15.6% | Added |
| LVM Capital Management Ltd | 74,972 | $4.95M | 0.47% | −2,068−2.7% | Reduced |
| Bleakley Financial Group, LLC | 74,722 | $4.93M | 0.08% | +2,209+3.0% | Added |
| 3Chopt Investment Partners, LLC | 73,310 | $4.92M | 1.12% | −237−0.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 74,392 | $4.91M | 0.25% | +32,144+76.1% | Added |
| Community Bank & Trust, Waco, Texas | 74,206 | $4.90M | 0.99% | +1,134+1.6% | Added |
| Hantz Financial Services, Inc. | 74,128 | $4.89M | 0.07% | −430−0.6% | Reduced |
| Verdence Capital Advisors LLC | 72,907 | $4.81M | 0.28% | −1,404−1.9% | Reduced |
| Calamos Advisors LLC | 72,822 | $4.81M | 0.02% | +14,072+24.0% | Added |
| Clifford Swan Investment Counsel LLC | 72,677 | $4.80M | 0.16% | −85−0.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 72,676 | $4.80M | 0.11% | −486−0.7% | Reduced |
| Bellecapital International Ltd. | 72,671 | $4.80M | 0.87% | +3,632+5.3% | Added |
| Founders Financial Alliance, LLC | 72,451 | $4.78M | 0.86% | +1,257+1.8% | Added |
| Convergence Investment Partners, LLC | 72,375 | $4.78M | 0.78% | +2,922+4.2% | Added |
| Wealthspire Advisors, LLC | 72,295 | $4.77M | 0.04% | −5,781−7.4% | Reduced |
| Highland Capital Management, LLC | 72,130 | $4.76M | 0.25% | −67−0.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 72,093 | $4.76M | 0.00% | +34,747+93.0% | Added |
| Krilogy Financial LLC | 72,948 | $4.74M | 0.15% | +1,788+2.5% | Added |
| Savant Capital, LLC | 71,755 | $4.74M | 0.02% | +5,304+8.0% | Added |
| Summit Financial, LLC | 70,117 | $4.70M | 0.06% | +7,374+11.8% | Added |
| MainStreet Investment Advisors LLC | 71,066 | $4.69M | 0.71% | −2,479−3.4% | Reduced |
| Prosperitas Financial LLC | 70,377 | $4.64M | 1.73% | +3,653+5.5% | Added |
| Thrive Capital Management, LLC | 69,472 | $4.58M | 1.00% | −6,295−8.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 69,064 | $4.56M | 0.31% | +242+0.4% | Added |
| Sigma Planning Corp | 68,988 | $4.55M | 0.13% | +9,925+16.8% | Added |
| MUFG Securities EMEA plc | 68,818 | $4.54M | 0.07% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 68,798 | $4.54M | 0.72% | +68,798 | New |
| Csenge Advisory Group | 68,762 | $4.54M | 0.21% | −9,672−12.3% | Reduced |
| Graham Capital Management, L.P. | 68,629 | $4.53M | 0.15% | −78,168−53.2% | Reduced |
| Tower Research Capital LLC (TRC) | 68,036 | $4.49M | 0.12% | +6,811+11.1% | Added |
| PFG Investments, LLC | 67,989 | $4.49M | 0.21% | −9,109−11.8% | Reduced |
| Citizens National Bank Trust Department | 67,876 | $4.48M | 0.75% | +1,015+1.5% | Added |
| Capital Square, LLC | 66,954 | $4.48M | 2.06% | +1,739+2.7% | Added |
| Evolve Private Wealth, LLC | 67,807 | $4.47M | 0.24% | −222−0.3% | Reduced |
| Frank, Rimerman Advisors LLC | 66,784 | $4.41M | 0.29% | +5,937+9.8% | Added |
| Carolina Wealth Advisors, LLC | 66,607 | $4.40M | 1.83% | +60,391+971.5% | Added |