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 |
|---|---|---|---|---|---|
| Employees Retirement System of Texas | 66,501 | $4.39M | 0.04% | −78,525−54.1% | Reduced |
| Weiss Asset Management LP | 65,373 | $4.31M | 0.08% | +65,373 | New |
| AlphaStar Capital Management, LLC | 65,017 | $4.29M | 0.32% | +12,136+22.9% | Added |
| Stock Yards Bank & Trust Co | 64,673 | $4.27M | 0.13% | −1,211−1.8% | Reduced |
| Verus Capital Partners, LLC | 64,187 | $4.24M | 0.29% | +955+1.5% | Added |
| We Are One Seven, LLC | 64,152 | $4.23M | 0.09% | +3,237+5.3% | Added |
| Texas Yale Capital Corp. | 63,548 | $4.19M | 0.12% | +2,000+3.2% | Added |
| NewEdge Wealth, LLC | 63,320 | $4.18M | 0.05% | −6,354−9.1% | Reduced |
| WBI Investments | 63,139 | $4.17M | 1.15% | +12,442+24.5% | Added |
| Millington Securities, LLC | 63,139 | $4.17M | 1.15% | +63,139 | New |
| CFC Planning Co LLC | 63,081 | $4.16M | 3.00% | +5,483+9.5% | Added |
| Dynamic Advisor Solutions LLC | 63,032 | $4.16M | 0.13% | +10,238+19.4% | Added |
| Strategic Investment Advisors | 62,747 | $4.14M | 0.29% | +7,698+14.0% | Added |
| Loomis Sayles & Co L P | 62,601 | $4.13M | 0.01% | −12,152−16.3% | Reduced |
| Bryn Mawr Trust Co | 62,482 | $4.12M | 0.10% | −1,403−2.2% | Reduced |
| KPP Advisory Services LLC | 62,200 | $4.10M | 0.60% | −2,548−3.9% | Reduced |
| Ridgepath Capital Management LLC | 62,076 | $4.10M | 2.04% | +220+0.4% | Added |
| GLOBALT Investments LLC | 61,979 | $4.09M | 0.15% | −1,721−2.7% | Reduced |
| Aviva PLC | 61,644 | $4.07M | 0.01% | −1,204−1.9% | Reduced |
| Empirical Finance, LLC | 60,977 | $4.02M | 0.19% | −87−0.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 60,855 | $4.02M | 0.05% | +27,076+80.2% | Added |
| Synergy Financial Management, LLC | 60,773 | $4.01M | 0.43% | +49,311+430.2% | Added |
| Cornerstone Wealth Management, LLC | 60,753 | $4.01M | 0.20% | +2,920+5.0% | Added |
| Range Financial Group LLC | 60,176 | $3.97M | 1.33% | +2,080+3.6% | Added |
| Fideuram Asset Management (Ireland) dac | 64,034 | $3.97M | 0.51% | +40,097+167.5% | Added |
| Ashton Thomas Private Wealth, LLC | 60,078 | $3.96M | 0.09% | −895−1.5% | Reduced |
| West Michigan Advisors, LLC | 58,886 | $3.95M | 0.87% | +15,003+34.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 59,754 | $3.94M | 0.01% | −427,567−87.7% | Reduced |
| Valley National Advisers Inc | 59,383 | $3.92M | 0.51% | +55+0.1% | Added |
| Haverford Trust Co | 59,297 | $3.91M | 0.04% | +235+0.4% | Added |
| Stokes Family Office, LLC | 59,260 | $3.91M | 0.40% | −1,406−2.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 58,828 | $3.88M | 0.64% | +32,257+121.4% | Added |
| Independent Solutions Wealth Management, LLC | 58,817 | $3.88M | 0.57% | +464+0.8% | Added |
| Hourglass Capital, LLC | 58,483 | $3.86M | 0.80% | +48,583+490.7% | Added |
| Bollard Group LLC | 58,350 | $3.85M | 0.12% | +8,771+17.7% | Added |
| GAMMA Investing LLC | 58,171 | $3.84M | 0.18% | +6,169+11.9% | Added |
| Argent Trust Co | 58,082 | $3.83M | 0.13% | −4,314−6.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 57,468 | $3.79M | 0.14% | +1,408+2.5% | Added |
| Regions Financial Corp | 57,178 | $3.77M | 0.02% | −1,936−3.3% | Reduced |
| Lake Street Financial LLC | 57,015 | $3.76M | 0.48% | +5,633+11.0% | Added |
| O'Domhnaill Enterprises, Inc. | 56,947 | $3.76M | 3.03% | −6,799−10.7% | Reduced |
| Picton Mahoney Asset Management | 56,291 | $3.71M | 0.04% | +36,240+180.7% | Added |
| Wealthcare Advisory Partners LLC | 56,082 | $3.70M | 0.07% | +12,059+27.4% | Added |
| Accurate Wealth Management, LLC | 54,831 | $3.69M | 0.44% | −1,094−2.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 55,965 | $3.69M | 0.39% | +1,613+3.0% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 55,619 | $3.67M | 2.08% | −80.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 55,496 | $3.66M | 0.06% | +3,237+6.2% | Added |
| Dana Investment Advisors, Inc. | 55,457 | $3.66M | 0.11% | −837−1.5% | Reduced |
| IFP Advisors, Inc | 55,242 | $3.65M | 0.08% | −6,602−10.7% | Reduced |
| Edgestream Partners, L.P. | 55,135 | $3.64M | 0.12% | −82,807−60.0% | Reduced |
| Simmons Bank | 54,748 | $3.61M | 0.24% | +6,022+12.4% | Added |
| Annex Advisory Services, LLC | 54,608 | $3.60M | 0.07% | +34+0.1% | Added |
| Robertson Stephens Wealth Management, LLC | 53,612 | $3.59M | 0.10% | +445+0.8% | Added |
| LVW Advisors, LLC | 54,464 | $3.59M | 0.35% | −7,246−11.7% | Reduced |
| Scotia Capital Inc. | 53,960 | $3.56M | 0.01% | −34,999−39.3% | Reduced |
| Generali Asset Management SPA SGR | 53,947 | $3.56M | 0.07% | −9,660−15.2% | Reduced |
| Private Management Group Inc | 53,912 | $3.56M | 0.10% | −967−1.8% | Reduced |
| Verus Financial Partners, Inc. | 54,749 | $3.56M | 0.32% | −93−0.2% | Reduced |
| Moors & Cabot, Inc. | 53,722 | $3.55M | 0.15% | +327+0.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 53,330 | $3.52M | 0.20% | +24,699+86.3% | Added |
| Carnegie Capital Asset Management, LLC | 52,971 | $3.50M | 0.07% | −539−1.0% | Reduced |
| MH & Associates Securities Management Corp | 52,603 | $3.47M | 3.03% | +5,447+11.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 52,322 | $3.45M | 0.04% | +36,899+239.2% | Added |
| MONECO Advisors, LLC | 51,960 | $3.43M | 0.27% | −65−0.1% | Reduced |
| Kathmere Capital Management, LLC | 51,937 | $3.43M | 0.21% | +1,002+2.0% | Added |
| Leelyn Smith, LLC | 51,814 | $3.42M | 0.48% | +1,819+3.6% | Added |
| Bridges Investment Management Inc | 51,400 | $3.39M | 0.05% | −4,338−7.8% | Reduced |
| Meitav Dash Investments Ltd | 51,343 | $3.39M | 0.04% | −11,124−17.8% | Reduced |
| Independent Financial Group, LLC | 51,266 | $3.38M | 0.08% | +2,430+5.0% | Added |
| Meeder Advisory Services, Inc. | 51,241 | $3.38M | 0.14% | +3,319+6.9% | Added |
| Cohen Klingenstein LLC | 51,203 | $3.38M | 0.11% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 50,891 | $3.36M | 0.24% | +2,278+4.7% | Added |
| Skopos Labs, Inc. | 50,650 | $3.34M | 0.10% | +17,797+54.2% | Added |
| New Age Alpha Advisors, LLC | 50,589 | $3.34M | 0.16% | −5,459−9.7% | Reduced |
| Plan Group Financial, LLC | 50,523 | $3.33M | 0.78% | +5,850+13.1% | Added |
| Gerald Baker Financial Group LLC | 49,152 | $3.24M | 1.03% | +49,152 | New |
| Asset Planning,Inc | 49,098 | $3.24M | 2.30% | −59−0.1% | Reduced |
| North Dakota State Investment Board | 48,868 | $3.22M | 0.14% | −8,992−15.5% | Reduced |
| Resources Investment Advisors, LLC. | 48,656 | $3.21M | 0.03% | +69+0.1% | Added |
| Clark Estates Inc | 48,613 | $3.21M | 0.77% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 48,604 | $3.21M | 0.04% | +1,958+4.2% | Added |
| HM Payson & Co | 48,447 | $3.20M | 0.05% | +2,153+4.7% | Added |
| Ameritas Advisory Services, LLC | 48,397 | $3.19M | 0.12% | −7,921−14.1% | Reduced |
| Allen Investment Management LLC | 48,372 | $3.19M | 0.04% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 47,528 | $3.19M | 0.07% | −210.0% | Reduced |
| Trust Co of Virginia | 48,135 | $3.18M | 0.27% | −3,510−6.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 47,991 | $3.17M | 0.02% | +277+0.6% | Added |
| Larson Financial Group LLC | 47,723 | $3.15M | 0.10% | +6,285+15.2% | Added |
| Coldstream Capital Management Inc | 47,288 | $3.12M | 0.04% | +809+1.7% | Added |
| Confluence Wealth Services, Inc. | 47,143 | $3.11M | 0.12% | −541−1.1% | Reduced |
| Exit Wealth Advisors, LLC. | 47,126 | $3.11M | 1.60% | +2,435+5.4% | Added |
| Sapient Capital LLC | 46,145 | $3.09M | 0.05% | −7,506−14.0% | Reduced |
| MUFG Securities Americas Inc. | 46,450 | $3.07M | 0.20% | +1,226+2.7% | Added |
| Dark Forest Capital Management LP | 46,434 | $3.06M | 0.27% | +46,434 | New |
| Peapack Gladstone Financial Corp | 46,156 | $3.04M | 0.04% | −2,279−4.7% | Reduced |
| Associated Banc-Corp | 46,095 | $3.04M | 0.08% | +3,420+8.0% | Added |
| Ethic Inc. | 46,015 | $3.04M | 0.05% | +5,264+12.9% | Added |
| Geneos Wealth Management Inc. | 45,985 | $3.03M | 0.07% | +2,971+6.9% | Added |
| Hunter Associates Investment Management LLC | 45,732 | $3.02M | 0.40% | +1,633+3.7% | Added |
| Baldwin Brothers Inc | 45,590 | $3.01M | 0.22% | −1,923−4.0% | Reduced |