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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 45,539 | $3.01M | 0.12% | −107−0.2% | Reduced |
| HBW Advisory Services LLC | 45,506 | $3.00M | 0.32% | −1,640−3.5% | Reduced |
| Fortune Financial Advisors, LLC | 45,408 | $3.00M | 1.53% | +1,532+3.5% | Added |
| NBT Bank N A | 44,815 | $2.96M | 0.19% | +1,039+2.4% | Added |
| Mount Yale Investment Advisors, LLC | 43,819 | $2.93M | 0.07% | +16,996+63.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 44,393 | $2.93M | 0.20% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 44,062 | $2.93M | 0.14% | +1,061+2.5% | Added |
| Radnor Capital Management, LLC | 44,196 | $2.92M | 0.43% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 43,901 | $2.90M | 0.02% | +7,605+21.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 43,872 | $2.90M | 0.08% | −1,211−2.7% | Reduced |
| Ausdal Financial Partners, Inc. | 43,572 | $2.88M | 0.13% | −992−2.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 43,604 | $2.88M | 0.49% | +43,604 | New |
| Parallel Advisors, LLC | 43,552 | $2.87M | 0.05% | +1,375+3.3% | Added |
| Parthenon LLC | 43,227 | $2.85M | 0.33% | −6,561−13.2% | Reduced |
| RMR Wealth Builders | 43,218 | $2.85M | 0.22% | +38,219+764.5% | Added |
| Hayek Kallen Investment Management | 43,173 | $2.85M | 0.93% | −51−0.1% | Reduced |
| Segall Bryant & Hamill, LLC | 42,763 | $2.82M | 0.04% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 42,716 | $2.82M | 0.18% | +5,738+15.5% | Added |
| Steel Peak Wealth Management LLC | 41,919 | $2.81M | 0.09% | −9,154−17.9% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 42,472 | $2.80M | 0.01% | +42,472 | New |
| Evergreen Capital Management LLC | 41,588 | $2.79M | 0.06% | +3,966+10.5% | Added |
| Welch Group, LLC | 42,241 | $2.79M | 0.10% | +45+0.1% | Added |
| Buckingham Strategic Partners | 42,104 | $2.78M | 0.03% | −12,874−23.4% | Reduced |
| Nicolet Bankshares Inc | 42,306 | $2.78M | 0.10% | +37,790+836.8% | Added |
| Canada Post Corp Registered Pension Plan | 42,088 | $2.78M | 0.11% | 00.0% | Unchanged |
| Private Trust Co NA | 41,877 | $2.76M | 0.25% | −682−1.6% | Reduced |
| RFG Advisory, LLC | 41,847 | $2.76M | 0.05% | +32+0.1% | Added |
| Silvercrest Asset Management Group LLC | 41,774 | $2.76M | 0.02% | −2,394−5.4% | Reduced |
| Bessemer Group Inc | 41,728 | $2.75M | 0.00% | +5,479+15.1% | Added |
| Madden Securities Corp | 41,659 | $2.75M | 0.83% | +11,160+36.6% | Added |
| Deltec Asset Management LLC | 41,632 | $2.75M | 0.50% | 00.0% | Unchanged |
| Next Level Private LLC | 41,463 | $2.74M | 0.62% | +3,976+10.6% | Added |
| HF Advisory Group, LLC | 41,451 | $2.74M | 0.93% | +3,798+10.1% | Added |
| Central Valley Advisors, LLC | 41,396 | $2.73M | 0.75% | +7,959+23.8% | Added |
| Stolper Co | 41,334 | $2.73M | 0.90% | +403+1.0% | Added |
| Van Eck Associates Corp | 40,952 | $2.70M | 0.00% | −5,521−11.9% | Reduced |
| Burford Brothers, Inc. | 40,824 | $2.69M | 1.10% | −9,823−19.4% | Reduced |
| Morningstar Investment Management LLC | 40,785 | $2.69M | 0.17% | −20,422−33.4% | Reduced |
| John Boyer, Inc. | 40,662 | $2.68M | 2.68% | +2,006+5.2% | Added |
| Simplex Trading, LLC | 40,668 | $2.68M | 0.08% | +40,668 | New |
| Rayburn West Financial Services LLC | 40,666 | $2.68M | 1.58% | −1,625−3.8% | Reduced |
| Signaturefd, LLC | 40,637 | $2.68M | 0.04% | +4,406+12.2% | Added |
| Simplicity Wealth,LLC | 40,618 | $2.68M | 0.15% | −1,487−3.5% | Reduced |
| AlphaCore Capital LLC | 40,347 | $2.66M | 0.06% | −63,678−61.2% | Reduced |
| Essex Financial Services, Inc. | 40,023 | $2.64M | 0.15% | +327+0.8% | Added |
| Alley Investment Management Company, LLC | 39,966 | $2.64M | 0.32% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 39,913 | $2.63M | 0.24% | −27,361−40.7% | Reduced |
| Central Pacific Bank - Trust Division | 39,870 | $2.63M | 0.34% | +55+0.1% | Added |
| Belpointe Asset Management LLC | 39,514 | $2.61M | 0.10% | −14,245−26.5% | Reduced |
| RiverFront Investment Group, LLC | 39,509 | $2.61M | 0.04% | +11,017+38.7% | Added |
| Callan Family Office, LLC | 39,486 | $2.61M | 0.06% | +1,783+4.7% | Added |
| Cary Street Partners Financial LLC | 39,382 | $2.60M | 0.06% | +87+0.2% | Added |
| CX Institutional | 39,363 | $2.60M | 0.08% | −104,230−72.6% | Reduced |
| Zions Bancorporation, National Association | 39,131 | $2.58M | 0.17% | +170.0% | Added |
| Horizon Kinetics Asset Management LLC | 38,957 | $2.57M | 0.03% | +350+0.9% | Added |
| SRS Capital Advisors, Inc. | 38,675 | $2.57M | 0.07% | +10,757+38.5% | Added |
| Procyon Private Wealth Partners, LLC | 38,926 | $2.57M | 0.13% | +14,490+59.3% | Added |
| Milestone Asset Management, LLC | 38,924 | $2.57M | 0.47% | +5,035+14.9% | Added |
| Bahl & Gaynor Inc | 38,773 | $2.56M | 0.01% | +465+1.2% | Added |
| Whitener Capital Management, Inc. | 38,732 | $2.56M | 0.58% | +348+0.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 38,216 | $2.52M | 0.05% | −155,925−80.3% | Reduced |
| Hudson Bay Capital Management LP | 38,177 | $2.52M | 0.02% | +38,177 | New |
| Wesbanco Bank Inc | 37,944 | $2.50M | 0.07% | −6,076−13.8% | Reduced |
| Voleon Capital Management LP | 37,768 | $2.49M | 0.05% | −85,350−69.3% | Reduced |
| Disciplined Equity Management, Inc. | 37,545 | $2.48M | 1.24% | −3,330−8.1% | Reduced |
| Howard Capital Management Group, LLC | 37,344 | $2.46M | 0.16% | −100.0% | Reduced |
| Miramontes Capital, LLC | 37,260 | $2.46M | 0.85% | +808+2.2% | Added |
| Parallax Volatility Advisers, L.P. | 37,794 | $2.44M | 0.11% | +36,732+3,458.8% | Added |
| Wedbush Securities Inc | 36,710 | $2.42M | 0.07% | +2,268+6.6% | Added |
| Personal Cfo Solutions, LLC | 36,105 | $2.42M | 0.34% | −11,188−23.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 36,673 | $2.42M | 0.02% | 00.0% | Unchanged |
| Edgar Lomax Co | 36,640 | $2.42M | 0.17% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 36,625 | $2.42M | 0.06% | −5,464−13.0% | Reduced |
| Smartleaf Asset Management LLC | 35,946 | $2.41M | 0.09% | +5,813+19.3% | Added |
| WealthCare Investment Partners, LLC | 37,596 | $2.40M | 0.67% | +5,031+15.4% | Added |
| Precedent Wealth Partners, LLC | 36,331 | $2.40M | 0.48% | +1,897+5.5% | Added |
| North Star Asset Management Inc | 36,238 | $2.39M | 0.10% | +150.0% | Added |
| KFA Private Wealth Group, LLC | 36,216 | $2.39M | 0.57% | +339+0.9% | Added |
| Peak Retirement Planning, Inc. | 36,196 | $2.39M | 0.49% | −65−0.2% | Reduced |
| Brighton Jones LLC | 36,110 | $2.38M | 0.05% | +36,110 | New |
| Investors Asset Management of Georgia Inc | 35,965 | $2.37M | 0.97% | +505+1.4% | Added |
| Ceera Investments, LLC | 35,963 | $2.37M | 1.04% | −1,810−4.8% | Reduced |
| RKL Wealth Management LLC | 35,929 | $2.37M | 0.21% | −157−0.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 35,686 | $2.35M | 0.29% | 00.0% | Unchanged |
| Washington Trust Bank | 35,547 | $2.35M | 0.17% | +1,412+4.1% | Added |
| Sepio Capital, LP | 35,493 | $2.34M | 0.13% | −2,180−5.8% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 35,470 | $2.34M | 0.39% | +7,885+28.6% | Added |
| United Advisor Group, LLC | 35,437 | $2.34M | 0.29% | +3,311+10.3% | Added |
| Optimist Retirement Group LLC | 35,313 | $2.33M | 1.03% | −261−0.7% | Reduced |
| Doliver Advisors, LP | 34,876 | $2.30M | 0.52% | −153−0.4% | Reduced |
| Perpetual Ltd | 34,641 | $2.29M | 0.04% | −2,474−6.7% | Reduced |
| Greenleaf Trust | 34,620 | $2.28M | 0.02% | +1,423+4.3% | Added |
| South State Corp. | 34,617 | $2.28M | 0.11% | −153−0.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 34,561 | $2.28M | 0.08% | +3,061+9.7% | Added |
| Kingswood Wealth Advisors, LLC | 34,515 | $2.28M | 0.11% | +9,018+35.4% | Added |
| Weinberger Asset Management, Inc | 34,513 | $2.28M | 0.85% | −30.0% | Reduced |
| Western Wealth Management, LLC | 34,404 | $2.27M | 0.09% | +3,627+11.8% | Added |
| Focused Wealth Management, Inc | 34,304 | $2.26M | 0.24% | +657+2.0% | Added |
| Nicholas Hoffman & Company, LLC. | 34,286 | $2.26M | 0.05% | +59+0.2% | Added |
| CBOE Vest Financial, LLC | 34,206 | $2.26M | 0.03% | +3,566+11.6% | Added |