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, Q2 2026
Institutional positions in Altria Group, Inc. as of Jun 30, 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
- 2,575
- +111 vs. Q1 2026
- Shares held
- 1.07B
- +31.1M (+3.0%) vs. Q1 2026
- Total value
- $77.1B
- +$8.44B (+12.3%) vs. Q1 2026
- New holders
- 220
- 1,141 more added
- Sold out
- 109
- 839 more reduced
38 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Altria Group, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tradewinds Capital Management, LLC | 300 | $21.6K | 0.00% | −6−2.0% | Reduced |
| Essential Investment Partners LLC | 301 | $21.7K | 0.02% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 302 | $21.7K | 0.01% | −1−0.3% | Reduced |
| Founders Capital Management | 306 | $22.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 308 | $22.2K | 0.00% | −7,963−96.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 309 | $22.2K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 312 | $22.4K | 0.00% | −850−73.1% | Reduced |
| Provenance Wealth Advisors, LLC | 329 | $23.7K | 0.00% | +229+229.0% | Added |
| Country Trust Bank | 333 | $24.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 334 | $24.0K | 0.00% | −610−64.6% | Reduced |
| Estabrook Capital Management | 342 | $24.6K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 342 | $24.6K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 363 | $26.1K | 0.01% | +9+2.5% | Added |
| Financial Life Planners | 370 | $26.6K | 0.02% | +5+1.4% | Added |
| Plante Moran Financial Advisors, LLC | 374 | $26.9K | 0.00% | −31−7.7% | Reduced |
| Redwood Park Advisors LLC | 377 | $27.1K | 0.02% | +5+1.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 394 | $28.3K | 0.00% | +146+58.9% | Added |
| Tower Trust & Investment Co | 400 | $28.8K | 0.02% | 00.0% | Unchanged |
| Graney & King, LLC | 405 | $29.1K | 0.01% | +4+1.0% | Added |
| POM Investment Strategies, LLC | 411 | $29.6K | 0.03% | 00.0% | Unchanged |
| Key Capital Management, INC | 412 | $29.6K | 0.02% | −201−32.8% | Reduced |
| Monetary Solutions, Ltd | 413 | $29.7K | 0.03% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 415 | $29.9K | 0.01% | +415 | New |
| Newton One Investments LLC | 426 | $30.6K | 0.01% | +6+1.4% | Added |
| NVWM, LLC | 427 | $30.7K | 0.01% | +5+1.2% | Added |
| Barnes Dennig Private Wealth Management LLC | 434 | $31.2K | 0.02% | +294+210.0% | Added |
| Prestige Wealth Management Group LLC | 439 | $32.1K | 0.01% | −4,411−90.9% | Reduced |
| William B. Walkup & Associates, Inc. | 447 | $32.2K | 0.02% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 454 | $32.7K | 0.01% | +180+65.7% | Added |
| Ball & Co Wealth Management Inc. | 474 | $34.0K | 0.02% | +7+1.5% | Added |
| Darwin Advisors, LLC | 474 | $34.1K | 0.01% | +7+1.5% | Added |
| TD Capital Management LLC | 490 | $35.2K | 0.00% | −197−28.7% | Reduced |
| Accordant Advisory Group Inc | 500 | $36.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 505 | $36.0K | 0.02% | −40−7.3% | Reduced |
| Proathlete Wealth Management LLC | 500 | $36.0K | 0.01% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 505 | $36.3K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 506 | $36.4K | 0.01% | −400−44.2% | Reduced |
| Highline Wealth Partners LLC | 507 | $36.5K | 0.01% | +37+7.9% | Added |
| Stone House Investment Management, LLC | 523 | $37.6K | 0.01% | +170+48.2% | Added |
| WealthCollab, LLC | 534 | $38.4K | 0.01% | +298+126.3% | Added |
| Creative Capital Management Investments LLC | 539 | $38.8K | 0.01% | +39+7.8% | Added |
| Olistico Wealth, LLC | 541 | $38.9K | 0.02% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 552 | $39.8K | 0.02% | −39−6.6% | Reduced |
| Fairman Group, LLC | 556 | $40.6K | 0.03% | +8+1.5% | Added |
| Hurley Capital, LLC | 569 | $40.9K | 0.02% | +15+2.7% | Added |
| Evolution Advisers, Inc. | 578 | $41.0K | 0.02% | +304+110.9% | Added |
| Asset Dedication, LLC | 579 | $41.7K | 0.00% | −153−20.9% | Reduced |
| Ogorek Anthony Joseph | 593 | $42.0K | 0.01% | +6+1.0% | Added |
| Paladin Partners, LLC | 589 | $42.4K | 0.03% | +8+1.4% | Added |
| Joseph Group Capital Management | 598 | $43.0K | 0.01% | +148+32.9% | Added |
| Hughes Financial Services, LLC | 600 | $43.1K | 0.01% | +76+14.5% | Added |
| Dunhill Financial, LLC | 618 | $44.5K | 0.01% | −1,001−61.8% | Reduced |
| Marshall Investment Management, LLC | 624 | $44.9K | 0.02% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 631 | $45.4K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 634 | $45.6K | 0.01% | +634 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 640 | $46.0K | 0.06% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 648 | $46.6K | 0.04% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 740 | $48.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 687 | $49.4K | 0.01% | +16+2.4% | Added |
| St. Johns Investment Management Company, LLC | 689 | $49.6K | 0.02% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 688 | $49.6K | 0.03% | −33−4.6% | Reduced |
| USA Financial Formulas | 690 | $49.6K | 0.01% | +690 | New |
| UMA Financial Services, Inc. | 695 | $50.0K | 0.01% | +171+32.6% | Added |
| Luken Investment Analytics, LLC | 700 | $50.4K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 704 | $50.7K | 0.01% | +31+4.6% | Added |
| Miller Global Investments, LLC | 714 | $51.4K | 0.04% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 716 | $51.5K | 0.01% | +4+0.6% | Added |
| Hallmark Capital Management Inc | 718 | $51.7K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 730 | $52.5K | 0.02% | +730 | New |
| Ulland Investment Advisors, LLC | 732 | $53.0K | 0.04% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 741 | $53.3K | 0.03% | 00.0% | Unchanged |
| Abound Financial, LLC | 764 | $55.0K | 0.02% | +100+15.1% | Added |
| Chapman Financial Group, LLC | 786 | $56.6K | 0.04% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 796 | $57.3K | 0.01% | +796 | New |
| 1015 Capital Partners, LLC | 797 | $57.3K | 0.05% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 786 | $57.4K | 0.05% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 800 | $57.6K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 802 | $57.7K | 0.02% | +286+55.4% | Added |
| Tidemark, LLC | 806 | $58.0K | 0.01% | +533+195.2% | Added |
| Atlantic Trust, LLC | 810 | $58.3K | 0.01% | −121−13.0% | Reduced |
| SOA Wealth Advisors, LLC. | 824 | $59.3K | 0.01% | +10+1.2% | Added |
| Nalls Sherbakoff Group, LLC | 825 | $59.4K | 0.04% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 842 | $60.6K | 0.03% | 00.0% | Unchanged |
| Bulwark Capital Corp | 846 | $60.9K | 0.03% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 846 | $60.9K | 0.01% | +10+1.2% | Added |
| Kerr Financial Planning Corp | 850 | $61.1K | 0.07% | +12+1.4% | Added |
| Louisbourg Investments Inc. | 874 | $62.9K | 0.01% | −565−39.3% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 879 | $63.2K | 0.19% | −2,023−69.7% | Reduced |
| Colonial Trust Advisors | 886 | $63.7K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 906 | $65.4K | 0.03% | +143+18.7% | Added |
| Private Wealth Management Group, LLC | 915 | $65.8K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 915 | $65.8K | 0.02% | +392+75.0% | Added |
| Planning Strategies Inc. | 984 | $70.8K | 0.04% | +984 | New |
| Bayban | 999 | $71.9K | 0.06% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 1,000 | $72.0K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $72.0K | 0.04% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 1,000 | $72.0K | 0.04% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 1,000 | $72.0K | 0.03% | 00.0% | Unchanged |
| Bitterroot Capital Advisors LLC | 1,000 | $72.0K | 0.04% | +1,000 | New |
| EMC Capital Management | 1,000 | $73.0K | 0.03% | +1,000 | New |