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 |
|---|---|---|---|---|---|
| RS Crum Inc. | 5,588 | $402.1K | 0.08% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 5,590 | $402.2K | 0.16% | +1,845+49.3% | Added |
| Richardson Financial Services Inc. | 5,591 | $402.3K | 0.23% | +23+0.4% | Added |
| Cascades Capital Asset Management, LLC | 5,591 | $402.3K | 0.15% | −447−7.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,596 | $402.6K | 0.03% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 5,597 | $402.7K | 0.16% | +148+2.7% | Added |
| Winthrop Partners - WNY, LLC | 5,600 | $402.9K | 0.20% | −200−3.4% | Reduced |
| Adams Wealth Management | 5,602 | $403.1K | 0.08% | +758+15.6% | Added |
| Constant Guidance Financial LLC | 5,609 | $403.6K | 0.25% | −1,550−21.7% | Reduced |
| Trace Wealth Advisors, LLC | 5,617 | $404.1K | 0.26% | −580−9.4% | Reduced |
| Well Done, LLC | 5,618 | $404.2K | 0.05% | +27+0.5% | Added |
| 1620 Investment Advisors, Inc. | 5,653 | $406.7K | 0.25% | 00.0% | Unchanged |
| Silver Coast Investments LLC | 5,655 | $406.9K | 0.12% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 5,657 | $407.0K | 0.09% | +4+0.1% | Added |
| Enterprise Financial Services Corp | 5,664 | $407.5K | 0.17% | −136−2.3% | Reduced |
| Manchester Financial Inc | 5,680 | $408.7K | 0.07% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 5,686 | $409.1K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5,616 | $410.0K | 0.18% | 00.0% | Unchanged |
| American Institute for Advanced Investment Management, LLP | 5,704 | $410.4K | 0.24% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 5,714 | $411.1K | 0.06% | −1,040−15.4% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 5,633 | $411.4K | 0.07% | +5,633 | New |
| 1st Source Bank | 5,722 | $411.7K | 0.02% | −100−1.7% | Reduced |
| Roxbury Financial LLC | 5,723 | $411.8K | 0.33% | −100−1.7% | Reduced |
| Elevated Capital Advisors, LLC | 5,726 | $412.0K | 0.11% | −6,460−53.0% | Reduced |
| Legacy Trust | 5,746 | $413.4K | 0.07% | −225−3.8% | Reduced |
| First American Trust, FSB | 5,749 | $413.7K | 0.02% | +2,533+78.8% | Added |
| TrueWealth Advisors, LLC | 5,757 | $414.2K | 0.09% | −20.0% | Reduced |
| Ridgecrest Wealth Partners, LLC | 5,761 | $414.5K | 0.20% | 00.0% | Unchanged |
| Toews Corp | 5,776 | $415.6K | 0.06% | +5,776 | New |
| Sculati Wealth Management, LLC | 5,609 | $416.2K | 0.14% | +2,384+73.9% | Added |
| Edgemoor Investment Advisors, Inc. | 5,809 | $418.0K | 0.03% | 00.0% | Unchanged |
| Defender Capital, LLC. | 5,810 | $418.0K | 0.14% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 5,816 | $418.4K | 0.03% | −20.0% | Reduced |
| Capital Squared Financial LLC | 5,820 | $418.8K | 0.27% | 00.0% | Unchanged |
| Hedeker Wealth, LLC | 5,829 | $419.4K | 0.08% | +84+1.5% | Added |
| Park Place Capital Corp | 5,838 | $420.0K | 0.07% | +1,791+44.3% | Added |
| 49 Wealth Management, LLC | 5,840 | $420.2K | 0.08% | −4,136−41.5% | Reduced |
| Alongside, LLC | 5,840 | $420.2K | 0.08% | +5,840 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 5,855 | $421.3K | 0.11% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 5,861 | $421.7K | 0.00% | −208−3.4% | Reduced |
| QTR Family Wealth, LLC | 5,869 | $422.3K | 0.15% | +165+2.9% | Added |
| Albion Financial Group | 5,876 | $422.8K | 0.02% | 00.0% | Unchanged |
| Balboa Wealth Partners | 5,881 | $423.1K | 0.06% | +13+0.2% | Added |
| Alliance Wealth Advisors, LLC | 5,881 | $423.1K | 0.17% | −100−1.7% | Reduced |
| McAdam, LLC | 5,898 | $424.4K | 0.02% | +660+12.6% | Added |
| Magnus Financial Group LLC | 5,911 | $425.3K | 0.03% | +21+0.4% | Added |
| MWA Asset Management | 5,913 | $425.4K | 0.19% | +175+3.0% | Added |
| Somerset Trust Co | 5,948 | $428.0K | 0.12% | −331−5.3% | Reduced |
| Carson Advisory Inc. | 5,962 | $429.0K | 0.20% | +3+0.1% | Added |
| Silvant Capital Management LLC | 5,966 | $429.3K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 7,657 | $429.3K | 0.01% | +32+0.4% | Added |
| Sharp Financial Services, LLC | 5,968 | $429.4K | 0.20% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 5,970 | $429.5K | 0.14% | +815+15.8% | Added |
| Tandem Investment Advisors, Inc. | 5,984 | $430.5K | 0.03% | −4,101−40.7% | Reduced |
| Philadelphia Investment Partners, LLC | 6,631 | $431.5K | 0.27% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 6,000 | $431.7K | 0.11% | −466−7.2% | Reduced |
| Kornitzer Capital Management Inc | 6,002 | $431.8K | 0.01% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 6,026 | $433.6K | 0.03% | −1,020−14.5% | Reduced |
| Grandfield & Dodd, LLC | 6,048 | $435.2K | 0.02% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 5,981 | $436.5K | 0.03% | +444+8.0% | Added |
| Putney Financial Group LLC | 6,070 | $436.7K | 0.39% | −900−12.9% | Reduced |
| Keebeck Wealth Management, LLC | 5,982 | $437.0K | 0.04% | +1,916+47.1% | Added |
| GDS Wealth Management | 6,090 | $438.2K | 0.02% | +1,202+24.6% | Added |
| West Family Investments, Inc. | 6,103 | $439.1K | 0.13% | +93+1.5% | Added |
| ORG Wealth Partners, LLC | 6,116 | $440.1K | 0.07% | −3,187−34.3% | Reduced |
| Concorde Asset Management, LLC | 6,035 | $440.6K | 0.25% | −382−6.0% | Reduced |
| Claro Advisors LLC | 6,138 | $441.7K | 0.05% | +290+5.0% | Added |
| NFP Retirement, Inc. | 6,149 | $442.4K | 0.02% | +806+15.1% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 6,150 | $442.5K | 0.30% | −495−7.4% | Reduced |
| Alta Advisers Ltd | 6,164 | $443.5K | 0.10% | −300−4.6% | Reduced |
| Horizon Wealth Management, LLC | 6,189 | $445.3K | 0.06% | +1,998+47.7% | Added |
| Wealth Management Associates, Inc. | 6,196 | $445.8K | 0.12% | −72−1.1% | Reduced |
| E Fund Management Co., Ltd. | 6,198 | $445.9K | 0.01% | −60−1.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 6,199 | $446.0K | 0.10% | 00.0% | Unchanged |
| Sandro Wealth Management LLC | 6,213 | $447.0K | 0.32% | +516+9.1% | Added |
| Purewater Capital LLC | 6,218 | $447.4K | 0.32% | −296−4.5% | Reduced |
| Perryman Financial Advisory Inc | 6,227 | $448.0K | 0.06% | −151−2.4% | Reduced |
| Oakworth Capital, Inc. | 6,235 | $448.2K | 0.02% | 00.0% | Unchanged |
| Great Waters Wealth Management | 6,240 | $448.9K | 0.04% | +802+14.7% | Added |
| KDT Advisors, LLC | 6,245 | $449.3K | 0.62% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 6,249 | $449.6K | 0.03% | +1,492+31.4% | Added |
| Tandem Financial, LLC | 6,188 | $451.8K | 0.15% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 6,280 | $451.8K | 0.05% | +6,280 | New |
| Taylor Financial Group, Inc. | 6,288 | $452.4K | 0.25% | 00.0% | Unchanged |
| Washington Trust Co | 6,299 | $453.2K | 0.01% | −972−13.4% | Reduced |
| Conscious Wealth Investments, LLC | 6,232 | $454.9K | 0.23% | −48−0.8% | Reduced |
| Platform Technology Partners | 6,325 | $455.1K | 0.07% | +123+2.0% | Added |
| Bright Financial Advisors, Inc. | 6,335 | $455.8K | 0.19% | 00.0% | Unchanged |
| TSFG, LLC | 6,334 | $456.0K | 0.06% | +26+0.4% | Added |
| Root Financial Partners, LLC | 6,341 | $456.2K | 0.02% | −112−1.7% | Reduced |
| Cascade Financial Partners, LLC | 6,351 | $457.0K | 0.04% | −11,687−64.8% | Reduced |
| Leonteq Securities AG | 6,351 | $457.0K | 0.03% | −3,654−36.5% | Reduced |
| Compton Financial Group, LLC | 6,355 | $457.2K | 0.09% | +23+0.4% | Added |
| MBE Wealth Management, LLC | 6,358 | $457.4K | 0.16% | −704−10.0% | Reduced |
| Mayfair Advisory Group, LLC | 6,272 | $457.8K | 0.14% | −185−2.9% | Reduced |
| GFS Advisors, LLC | 4 | $458.0K | 0.05% | −6,361−99.9% | Reduced |
| Davis R M Inc | 6,315 | $458.1K | 0.01% | −7,391−53.9% | Reduced |
| Secure Asset Management, LLC | 6,375 | $458.7K | 0.06% | −3,971−38.4% | Reduced |
| Atlas Brown,Inc. | 6,393 | $460.0K | 0.12% | +35+0.6% | Added |
| Rowland & Co Investment Counsel | 6,402 | $460.6K | 0.08% | +1,650+34.7% | Added |