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 |
|---|---|---|---|---|---|
| PlanVest Financial, Inc | 6,407 | $461.0K | 0.31% | −13−0.2% | Reduced |
| Capital Analysts, LLC | 6,403 | $461.0K | 0.01% | +14+0.2% | Added |
| MASTERINVEST Kapitalanlage GmbH | 6,428 | $462.5K | 0.04% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 6,442 | $463.5K | 0.08% | +10.0% | Added |
| Forza Wealth Management, LLC | 6,494 | $467.2K | 0.14% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 6,510 | $468.4K | 0.05% | +119+1.9% | Added |
| Wayfinding Financial, LLC | 6,433 | $469.0K | 0.18% | +151+2.4% | Added |
| Wealthquest Corp | 6,524 | $469.5K | 0.03% | +54+0.8% | Added |
| MV Capital Management, Inc. | 6,533 | $470.1K | 0.04% | +20+0.3% | Added |
| Hilltop Partners LLC | 6,538 | $470.4K | 0.11% | −55−0.8% | Reduced |
| Thomasville National Bank | 6,543 | $470.8K | 0.03% | +6,543 | New |
| Augustine Asset Management Inc | 6,544 | $470.8K | 0.10% | 00.0% | Unchanged |
| Blalock Williams, LLC | 6,554 | $471.6K | 0.31% | +6+0.1% | Added |
| Bank Ozk | 6,559 | $471.9K | 0.14% | +137+2.1% | Added |
| Founders Grove Wealth Partners, LLC | 6,596 | $474.6K | 0.09% | +400+6.5% | Added |
| Cowa, LLC | 6,597 | $474.7K | 0.12% | +800+13.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 6,601 | $474.9K | 0.01% | −22−0.3% | Reduced |
| NTV Asset Management LLC | 6,628 | $476.9K | 0.05% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 6,629 | $476.9K | 0.08% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 6,633 | $477.0K | 0.05% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 6,669 | $479.8K | 0.04% | +6,669 | New |
| Defiance ETFs, LLC | 6,713 | $480.2K | 0.01% | +1,152+20.7% | Added |
| First Commonwealth Financial Corp | 6,680 | $480.6K | 0.07% | 00.0% | Unchanged |
| Zinnia Wealth Advisory, LLC | 6,684 | $480.9K | 0.49% | −108−1.6% | Reduced |
| Empower Advisory Group, LLC | 6,721 | $483.6K | 0.00% | +526+8.5% | Added |
| Optas, LLC | 6,739 | $484.9K | 0.07% | +249+3.8% | Added |
| Stegent Equity Advisors, Inc. | 6,755 | $486.0K | 0.35% | −6,713−49.8% | Reduced |
| TRB Wealth Management, LLC | 6,766 | $486.8K | 0.06% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 6,773 | $487.3K | 0.11% | +123+1.8% | Added |
| Pinnacle Bancorp, Inc. | 6,781 | $487.9K | 0.13% | 00.0% | Unchanged |
| TMB Capital Partners, LLC | 6,782 | $488.0K | 0.15% | +2,095+44.7% | Added |
| King Wealth | 6,782 | $488.0K | 0.05% | +140+2.1% | Added |
| Smith Chas P & Associates Pa Cpas | 6,784 | $488.1K | 0.02% | −110−1.6% | Reduced |
| Breakwater Capital Group | 6,812 | $490.1K | 0.06% | +231+3.5% | Added |
| Sax Wealth Advisors, LLC | 7,444 | $491.3K | 0.02% | +2,115+39.7% | Added |
| Quantum Financial Partners LLC | 6,840 | $492.1K | 0.25% | +6,840 | New |
| Zullo Investment Group, Inc. | 6,857 | $493.4K | 0.17% | −257−3.6% | Reduced |
| Campbell Deegan Wealth Management, LLC | 6,858 | $493.4K | 0.35% | +14+0.2% | Added |
| TFB Advisors LLC | 6,863 | $493.8K | 0.22% | −358−5.0% | Reduced |
| Harvest Fund Management Co., Ltd | 6,861 | $494.0K | 0.02% | −113−1.6% | Reduced |
| Bluesphere Advisors, LLC | 6,867 | $494.1K | 0.15% | +71+1.0% | Added |
| Winebrenner Capital Management LLC | 6,871 | $494.4K | 0.30% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 6,874 | $494.6K | 0.07% | +463+7.2% | Added |
| VisionPoint Advisory Group, LLC | 6,886 | $495.5K | 0.08% | −300−4.2% | Reduced |
| Birmingham Capital Management Co Inc | 6,900 | $496.0K | 0.19% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 6,897 | $496.2K | 0.05% | +9+0.1% | Added |
| Seven Mile Advisory | 6,802 | $496.6K | 0.33% | −97−1.4% | Reduced |
| NBH Bank | 6,926 | $498.3K | 0.21% | +6,926 | New |
| Bangor Savings Bank | 6,944 | $499.6K | 0.04% | −3,159−31.3% | Reduced |
| St. Louis Trust Co | 10,700 | $500.7K | 0.14% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 6,962 | $500.9K | 0.03% | −39,472−85.0% | Reduced |
| CAP Partners, LLC | 6,970 | $501.5K | 0.25% | +38+0.5% | Added |
| Cypress Wealth Services, LLC | 6,991 | $503.0K | 0.06% | +39+0.6% | Added |
| Chancellor Financial Group WB LP | 6,999 | $503.6K | 0.31% | +359+5.4% | Added |
| NWF Advisory Services Inc. | 7,008 | $504.2K | 0.05% | +3,278+87.9% | Added |
| Wealth Science Advisors LLC | 7,012 | $504.5K | 0.22% | +5,063+259.8% | Added |
| Money Concepts Capital Corp | 7,031 | $505.9K | 0.02% | −244−3.4% | Reduced |
| J2 Capital Management Inc | 7,032 | $506.0K | 0.34% | −704−9.1% | Reduced |
| ROI Financial Advisors, LLC | 7,039 | $506.5K | 0.26% | +1,083+18.2% | Added |
| Cohen Investment Advisors LLC | 7,045 | $506.9K | 0.23% | +70+1.0% | Added |
| TRUE Private Wealth Advisors | 7,049 | $507.2K | 0.04% | +28+0.4% | Added |
| Sanchez Gaunt Capital Management, LLC | 7,062 | $508.1K | 0.28% | −210−2.9% | Reduced |
| Wall Street Access Asset Management, LLC | 7,066 | $508.4K | 0.07% | +2,756+63.9% | Added |
| Caldwell Sutter Capital, Inc. | 7,093 | $510.3K | 0.19% | −86−1.2% | Reduced |
| Pacitti Group Inc. | 7,063 | $510.8K | 0.16% | +6+0.1% | Added |
| Beacon Capital Management, LLC | 7,125 | $512.7K | 0.08% | +284+4.2% | Added |
| 71 West Capital Partners | 7,132 | $513.1K | 0.02% | +1,960+37.9% | Added |
| Interchange Capital Partners, LLC | 7,143 | $514.0K | 0.10% | +1,311+22.5% | Added |
| Dynamic Financial Group | 7,146 | $514.2K | 0.39% | +21+0.3% | Added |
| Ci Investments Inc. | 7,187 | $517.1K | 0.00% | −266−3.6% | Reduced |
| Nemes Rush Group LLC | 7,213 | $518.9K | 0.04% | +11+0.2% | Added |
| Beacon Investment Advisory Services, Inc. | 7,217 | $519.3K | 0.02% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 7,223 | $519.7K | 0.07% | +13+0.2% | Added |
| EJMK Ventures LLC | 7,192 | $520.5K | 0.24% | +1,355+23.2% | Added |
| EPG Wealth Management LLC | 7,248 | $521.5K | 0.12% | +19+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,259 | $522.3K | 0.01% | −19−0.3% | Reduced |
| Bingham Private Wealth, LLC | 7,271 | $523.1K | 0.36% | −98−1.3% | Reduced |
| Brown Financial Advisors | 7,283 | $524.0K | 0.18% | −165−2.2% | Reduced |
| Institute for Wealth Management, LLC. | 7,298 | $525.1K | 0.05% | −1,223−14.4% | Reduced |
| Range Advisory, LLC | 7,311 | $526.0K | 0.06% | +3,936+116.6% | Added |
| Berger Financial Group, Inc | 7,354 | $529.1K | 0.03% | −69−0.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 7,356 | $529.2K | 0.09% | +41+0.6% | Added |
| Hendershot Investments Inc. | 7,362 | $529.7K | 0.07% | 00.0% | Unchanged |
| Compass Wealth Management, LLC | 7,362 | $529.7K | 0.21% | +30.0% | Added |
| Second Line Capital, LLC | 7,257 | $529.8K | 0.10% | −263−3.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,371 | $530.3K | 0.05% | −103−1.4% | Reduced |
| Souders Financial Advisors | 7,374 | $530.6K | 0.05% | +407+5.8% | Added |
| NorthCrest Asset Manangement, LLC | 7,412 | $530.6K | 0.01% | +2,359+46.7% | Added |
| McElhenny Sheffield Capital Management, LLC | 7,396 | $532.1K | 0.13% | +66+0.9% | Added |
| Firethorn Wealth Partners, LLC | 7,406 | $532.9K | 0.17% | +41+0.6% | Added |
| Meiji Yasuda Life Insurance Co | 7,442 | $535.5K | 0.02% | +2,600+53.7% | Added |
| Schmidt P J Investment Management Inc | 7,449 | $536.0K | 0.08% | 00.0% | Unchanged |
| South Dakota Investment Council | 7,449 | $536.0K | 0.01% | −11,468−60.6% | Reduced |
| Opal Wealth Advisors, LLC | 7,455 | $536.4K | 0.12% | +619+9.1% | Added |
| First Western Trust Bank | 7,480 | $538.2K | 0.03% | −62−0.8% | Reduced |
| National Wealth Management Group, LLC | 7,505 | $540.0K | 0.17% | +87+1.2% | Added |
| SFMG, LLC | 7,510 | $540.3K | 0.03% | +83+1.1% | Added |
| Teamwork Financial Advisors, LLC | 7,518 | $540.9K | 0.05% | −25−0.3% | Reduced |
| Rare Wolf Capital LLC | 7,529 | $541.7K | 0.35% | 00.0% | Unchanged |
| CLG LLC | 7,530 | $541.8K | 0.12% | +32+0.4% | Added |