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 |
|---|---|---|---|---|---|
| Umb Bank N A | 33,944 | $2.24M | 0.03% | +470+1.4% | Added |
| Prudential PLC | 33,912 | $2.24M | 0.02% | −7,020−17.2% | Reduced |
| Harbor Capital Advisors, Inc. | 33,828 | $2.23M | 0.18% | +1,421+4.4% | Added |
| WP Advisors, LLC | 33,588 | $2.22M | 0.57% | −312−0.9% | Reduced |
| Kovack Advisors, Inc. | 33,728 | $2.21M | 0.12% | −5,500−14.0% | Reduced |
| Trust Co of Toledo NA | 33,449 | $2.21M | 0.21% | +894+2.7% | Added |
| Indivisible Partners | 33,363 | $2.20M | 0.19% | +4,238+14.6% | Added |
| Bogart Wealth, LLC | 33,249 | $2.19M | 0.08% | +232+0.7% | Added |
| Cherokee Insurance Co | 33,139 | $2.19M | 0.83% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 33,046 | $2.18M | 0.30% | −2,555−7.2% | Reduced |
| Pure Financial Advisors, Inc. | 33,025 | $2.18M | 0.03% | −1,214−3.5% | Reduced |
| Formidable Asset Management, LLC | 37,581 | $2.17M | 0.33% | +2,887+8.3% | Added |
| Savvy Advisors, Inc. | 32,797 | $2.16M | 0.06% | −5,086−13.4% | Reduced |
| TD Private Client Wealth LLC | 32,717 | $2.16M | 0.04% | +8,855+37.1% | Added |
| Shoker Investment Counsel, Inc. | 32,598 | $2.15M | 0.64% | −893−2.7% | Reduced |
| King Luther Capital Management Corp | 32,349 | $2.13M | 0.01% | −117−0.4% | Reduced |
| Kavar Capital Partners Group, LLC | 32,347 | $2.13M | 0.27% | −298−0.9% | Reduced |
| Measured Risk Portfolios, Inc. | 32,273 | $2.13M | 2.35% | −200−0.6% | Reduced |
| Trexquant Investment LP | 32,165 | $2.12M | 0.02% | −185,633−85.2% | Reduced |
| Fortis Group Advisors, LLC | 29,273 | $2.12M | 0.35% | +22+0.1% | Added |
| Silver Oak Securities, Inc | 31,902 | $2.11M | 0.15% | +1,395+4.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,648 | $2.09M | 0.00% | −26,641−45.7% | Reduced |
| RoundAngle Advisors LLC | 31,641 | $2.09M | 1.56% | +1,145+3.8% | Added |
| Ellenbecker Investment Group | 31,515 | $2.08M | 0.28% | −1,455−4.4% | Reduced |
| one8zero8, LLC | 31,504 | $2.08M | 0.46% | −1,700−5.1% | Reduced |
| Paradigm Capital Management, LLC | 31,412 | $2.07M | 1.90% | +1,425+4.8% | Added |
| WSFS Capital Management, LLC | 31,403 | $2.07M | 0.10% | −3,353−9.6% | Reduced |
| Drucker Wealth 3.0, LLC | 31,269 | $2.06M | 0.36% | +3,239+11.6% | Added |
| Legacy Private Trust Co. | 31,209 | $2.06M | 0.13% | −307−1.0% | Reduced |
| Ti-Trust, Inc | 31,205 | $2.06M | 1.22% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 31,203 | $2.06M | 0.08% | +116+0.4% | Added |
| Valeo Financial Advisors, LLC | 31,201 | $2.06M | 0.05% | −9,886−24.1% | Reduced |
| CMG Global Holdings, LLC | 31,160 | $2.06M | 0.98% | −70.0% | Reduced |
| Security National Bank | 31,147 | $2.06M | 0.30% | +20,210+184.8% | Added |
| Poehling Capital Management, LLC | 31,033 | $2.05M | 0.43% | −159−0.5% | Reduced |
| Independence Bank of Kentucky | 30,848 | $2.04M | 0.26% | −154−0.5% | Reduced |
| Brandywine Trust Co | 30,814 | $2.03M | 0.37% | 00.0% | Unchanged |
| Botty Investors LLC | 30,117 | $2.02M | 0.48% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 30,527 | $2.01M | 0.06% | −995−3.2% | Reduced |
| Affinity Investment Advisors, LLC | 30,482 | $2.01M | 1.26% | +1,115+3.8% | Added |
| Hilton Head Capital Partners, LLC | 30,228 | $1.99M | 1.12% | +70.0% | Added |
| Marino, Stram & Associates LLC | 30,208 | $1.99M | 0.36% | +32+0.1% | Added |
| Citizens Financial Group Inc | 30,183 | $1.99M | 0.03% | −4,260−12.4% | Reduced |
| Keudell/Morrison Wealth Management | 30,140 | $1.99M | 0.41% | −181−0.6% | Reduced |
| Beacon Financial Group | 30,124 | $1.99M | 0.20% | −42,638−58.6% | Reduced |
| Waters Parkerson & Co., LLC | 30,054 | $1.98M | 0.10% | −5,071−14.4% | Reduced |
| Bradley Foster & Sargent Inc | 30,036 | $1.98M | 0.03% | −1,781−5.6% | Reduced |
| Axxcess Wealth Management, LLC | 29,833 | $1.97M | 0.06% | −15,931−34.8% | Reduced |
| M Holdings Securities, Inc. | 28,693 | $1.96M | 0.13% | −1,064−3.6% | Reduced |
| Fulton Bank, N.A. | 29,539 | $1.95M | 0.07% | +2,571+9.5% | Added |
| Silverlake Wealth Management LLC | 29,323 | $1.94M | 0.41% | +633+2.2% | Added |
| Lynch & Associates | 29,089 | $1.92M | 0.36% | −286−1.0% | Reduced |
| Griffin Asset Management, Inc. | 29,014 | $1.91M | 0.22% | +568+2.0% | Added |
| DGS Capital Management, LLC | 28,905 | $1.91M | 0.31% | +4,368+17.8% | Added |
| HBK Sorce Advisory LLC | 27,970 | $1.91M | 0.04% | +1,770+6.8% | Added |
| Parsons Capital Management Inc | 28,780 | $1.90M | 0.09% | +28,780 | New |
| X-Square Capital, LLC | 28,651 | $1.89M | 0.64% | +643+2.3% | Added |
| LMCG Investments, LLC | 28,454 | $1.88M | 0.11% | +2,537+9.8% | Added |
| Green Square Capital Advisors LLC | 28,448 | $1.88M | 0.20% | +1,871+7.0% | Added |
| Sharpepoint LLC | 28,398 | $1.87M | 1.12% | +20.0% | Added |
| Berkshire Asset Management LLC | 28,105 | $1.85M | 0.08% | +935+3.4% | Added |
| Atomi Financial Group, Inc. | 28,074 | $1.85M | 0.06% | +2,305+8.9% | Added |
| VestGen Advisors, LLC | 26,499 | $1.85M | 0.05% | +5,936+28.9% | Added |
| Applied Capital LLC | 27,829 | $1.84M | 1.34% | −1,038−3.6% | Reduced |
| Gateway Wealth Partners, LLC | 27,798 | $1.83M | 0.07% | +21,921+373.0% | Added |
| TCW Group Inc | 27,778 | $1.83M | 0.01% | +1,343+5.1% | Added |
| Quantitative Investment Management, LLC | 27,778 | $1.83M | 0.19% | +27,778 | New |
| Apella Capital, LLC | 28,346 | $1.82M | 0.03% | +18,351+183.6% | Added |
| Left Brain Wealth Management, LLC | 27,272 | $1.80M | 0.71% | +475+1.8% | Added |
| Intrust Bank NA | 27,257 | $1.80M | 0.15% | +963+3.7% | Added |
| Jacobi Capital Management LLC | 27,238 | $1.80M | 0.10% | +305+1.1% | Added |
| P.A.W. Capital Corp | 27,600 | $1.79M | 1.44% | +27,600 | New |
| Tema ETFs LLC | 27,104 | $1.79M | 0.12% | +140+0.5% | Added |
| Crestwood Advisors Group LLC | 27,015 | $1.78M | 0.03% | +4,071+17.7% | Added |
| Beverly Hills Private Wealth, LLC | 27,014 | $1.78M | 0.30% | −2,504−8.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 26,965 | $1.78M | 0.26% | +1,617+6.4% | Added |
| Taylor Hoffman Capital Management LLC | 26,854 | $1.77M | 0.55% | −1,746−6.1% | Reduced |
| Rossmore Private Capital | 26,355 | $1.77M | 0.16% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 26,760 | $1.77M | 0.15% | −20.0% | Reduced |
| Salem Investment Counselors Inc | 26,300 | $1.76M | 0.05% | −729−2.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 26,639 | $1.76M | 0.02% | −1,348−4.8% | Reduced |
| Adviser Investments LLC | 26,546 | $1.75M | 0.02% | −41−0.2% | Reduced |
| Wedgewood Investors Inc | 26,300 | $1.74M | 1.99% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 26,185 | $1.73M | 0.06% | −3,299−11.2% | Reduced |
| Finer Wealth Management, Inc. | 26,122 | $1.72M | 0.87% | +5,362+25.8% | Added |
| San Luis Wealth Advisors LLC | 26,070 | $1.72M | 0.28% | +9,846+60.7% | Added |
| Cascade Investment Group, Inc. | 25,847 | $1.71M | 1.12% | −1,050−3.9% | Reduced |
| Signal Advisors Wealth, LLC | 25,564 | $1.69M | 0.12% | +2,977+13.2% | Added |
| First City Capital Management, Inc. | 25,547 | $1.69M | 0.89% | −691−2.6% | Reduced |
| Rothschild Investment LLC | 25,468 | $1.68M | 0.09% | +522+2.1% | Added |
| Chicago Trust Co NA | 25,419 | $1.68M | 0.27% | −326−1.3% | Reduced |
| Quadrant Capital Group LLC | 25,401 | $1.68M | 0.05% | −4,090−13.9% | Reduced |
| Aprio Wealth Management, LLC | 25,123 | $1.66M | 0.09% | −1,475−5.5% | Reduced |
| Donoghue Forlines LLC | 25,099 | $1.66M | 0.46% | −219−0.9% | Reduced |
| Icon Wealth Advisors, LLC | 24,281 | $1.66M | 0.11% | +3,026+14.2% | Added |
| Jaffetilchin Investment Partners, LLC | 24,989 | $1.65M | 0.10% | +6,164+32.7% | Added |
| Caldwell Trust Co | 24,975 | $1.65M | 0.15% | −540−2.1% | Reduced |
| Brady Martz Wealth Solutions, LLC | 24,927 | $1.64M | 0.28% | +2,966+13.5% | Added |
| Burke & Herbert Bank & Trust Co | 24,725 | $1.63M | 0.45% | 00.0% | Unchanged |
| Viewpoint Capital Management LLC | 24,722 | $1.63M | 0.76% | +1,150+4.9% | Added |