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 |
|---|---|---|---|---|---|
| Wealth Effects LLC | 8,728 | $628.0K | 0.17% | −184−2.1% | Reduced |
| William Allan, LLC | 8,731 | $628.2K | 0.31% | +10+0.1% | Added |
| Orca Investment Management, LLC | 8,738 | $628.7K | 0.46% | −86−1.0% | Reduced |
| Abel Hall, LLC | 8,738 | $628.7K | 0.11% | +483+5.9% | Added |
| Quadcap Wealth Management, LLC | 8,742 | $629.0K | 0.06% | −131−1.5% | Reduced |
| Main Street Financial Solutions, LLC | 8,744 | $629.1K | 0.04% | −27−0.3% | Reduced |
| Mindset Wealth Management, LLC | 8,746 | $629.3K | 0.12% | −1,000−10.3% | Reduced |
| Frisch Financial Group, Inc. | 8,621 | $629.4K | 0.11% | −133−1.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,805 | $633.5K | 0.03% | −378−4.1% | Reduced |
| Buckhead Capital Management LLC | 8,823 | $634.8K | 0.22% | −79−0.9% | Reduced |
| Essex Savings Bank | 8,825 | $635.0K | 0.14% | +25+0.3% | Added |
| ETF Store, Inc. | 8,826 | $635.0K | 0.53% | +102+1.2% | Added |
| Cahill Financial Advisors Inc | 8,832 | $635.4K | 0.06% | +13+0.1% | Added |
| Allen Capital Group, LLC | 8,833 | $635.5K | 0.05% | +497+6.0% | Added |
| International Private Wealth Advisors LLC | 8,873 | $638.4K | 0.33% | +1,471+19.9% | Added |
| Reliant Investment Partners, LLC | 8,888 | $639.5K | 0.44% | −681−7.1% | Reduced |
| Golden Road Advisors LLC | 8,892 | $639.8K | 0.31% | +8,892 | New |
| Howard Financial Services, Ltd. | 8,895 | $640.0K | 0.06% | −550−5.8% | Reduced |
| Yarger Wealth Strategies, LLC | 8,959 | $643.2K | 0.23% | +418+4.9% | Added |
| Harbor Investment Advisory, LLC | 9,000 | $647.5K | 0.05% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 9,006 | $648.0K | 0.02% | −104−1.1% | Reduced |
| Duncker Streett & Co Inc | 9,007 | $648.0K | 0.11% | +255+2.9% | Added |
| Symphony Financial Services, Inc. | 9,020 | $649.0K | 0.29% | −25−0.3% | Reduced |
| Bearing Point Capital, LLC | 9,024 | $649.3K | 0.09% | +9,024 | New |
| Addison Capital Co | 9,050 | $651.2K | 0.11% | 00.0% | Unchanged |
| Skyline Advisors, Inc. | 9,055 | $651.5K | 0.20% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 9,078 | $653.2K | 0.04% | +182+2.0% | Added |
| Smith, Salley & Associates | 9,095 | $654.4K | 0.03% | −486−5.1% | Reduced |
| One + One Wealth Management, LLC | 9,099 | $654.7K | 0.29% | −79−0.9% | Reduced |
| Montecito Bank & Trust | 9,119 | $656.1K | 0.10% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,129 | $656.8K | 0.07% | −281−3.0% | Reduced |
| Northcape Wealth Management, LLC | 9,158 | $658.9K | 0.17% | −495−5.1% | Reduced |
| Quantbot Technologies LP | 9,162 | $659.2K | 0.03% | −4,689−33.9% | Reduced |
| October Effect Ltd | 9,177 | $660.3K | 0.62% | −100−1.1% | Reduced |
| Lafayette Investments, Inc. | 9,188 | $661.1K | 0.12% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 9,203 | $662.1K | 0.08% | +10.0% | Added |
| Liberty Square Wealth Partners LLC | 9,228 | $664.0K | 0.16% | −276−2.9% | Reduced |
| Fortis Capital Advisors, LLC | 9,233 | $664.4K | 0.07% | −814−8.1% | Reduced |
| Tufton Capital Management | 9,264 | $666.0K | 0.11% | +126+1.4% | Added |
| TCI Wealth Advisors, Inc. | 9,263 | $666.4K | 0.03% | +100+1.1% | Added |
| Home Federal Bank of Tennessee | 9,265 | $666.6K | 0.14% | 00.0% | Unchanged |
| Axim Planning & Wealth | 9,274 | $667.3K | 0.94% | −325−3.4% | Reduced |
| American Alpha Advisors, LLC | 9,290 | $668.4K | 0.40% | 00.0% | Unchanged |
| BankPlus Trust Department | 9,308 | $669.7K | 0.16% | 00.0% | Unchanged |
| Financial Planning Hawaii, Inc. | 9,350 | $672.8K | 0.36% | +30.0% | Added |
| BAM Wealth Management, LLC | 9,377 | $674.7K | 0.42% | +1,226+15.0% | Added |
| Cynosure Management, LLC | 9,385 | $675.3K | 0.10% | +9,385 | New |
| Concord Wealth Partners | 9,390 | $675.6K | 0.08% | +39+0.4% | Added |
| Naples Global Advisors, LLC | 9,275 | $676.9K | 0.04% | −50−0.5% | Reduced |
| Powers Advisory Group, LLC | 9,411 | $677.1K | 0.21% | −72−0.8% | Reduced |
| United Capital Management of KS, Inc. | 9,426 | $678.2K | 0.09% | +345+3.8% | Added |
| Cambria Investment Management, L.P. | 9,428 | $678.3K | 0.03% | −8,169−46.4% | Reduced |
| 1832 Asset Management L.P. | 9,444 | $679.5K | 0.00% | +150+1.6% | Added |
| Southern Michigan Bank & Trust | 9,462 | $680.8K | 0.24% | +1,903+25.2% | Added |
| Bouchey Financial Group Ltd | 9,411 | $682.2K | 0.04% | +1,072+12.9% | Added |
| Legacy Financial Advisors, Inc. | 9,521 | $685.0K | 0.08% | +179+1.9% | Added |
| Greatmark Investment Partners, Inc. | 9,549 | $687.1K | 0.08% | −675−6.6% | Reduced |
| Bedel Financial Consulting, Inc. | 9,552 | $687.3K | 0.07% | 00.0% | Unchanged |
| Gibson Capital, LLC | 9,573 | $688.8K | 0.11% | +17+0.2% | Added |
| CRA Financial Services, LLC | 9,575 | $689.0K | 0.08% | +53+0.6% | Added |
| Hardin Capital Partners, LLC | 9,493 | $689.6K | 0.32% | +10.0% | Added |
| Wellington Shields & Co., LLC | 9,607 | $691.2K | 0.15% | 00.0% | Unchanged |
| Equitable Trust Co | 9,615 | $691.8K | 0.03% | +603+6.7% | Added |
| Peak Financial Advisors LLC | 9,619 | $692.1K | 0.29% | −182−1.9% | Reduced |
| Monument Capital Management | 9,623 | $692.4K | 0.14% | +4,510+88.2% | Added |
| Miracle Mile Advisors, LLC | 9,663 | $695.3K | 0.01% | +1,297+15.5% | Added |
| Pettyjohn, Wood & White, Inc | 9,703 | $698.1K | 0.10% | −47−0.5% | Reduced |
| MSH Capital Advisors LLC | 9,703 | $698.2K | 0.12% | −340−3.4% | Reduced |
| Univest Financial Corp | 9,722 | $699.5K | 0.03% | −462−4.5% | Reduced |
| FCG Investment Co | 9,742 | $700.9K | 0.24% | −986−9.2% | Reduced |
| Herold Advisors, Inc. | 9,717 | $701.0K | 0.14% | −62−0.6% | Reduced |
| RIA Advisory Group LLC | 9,744 | $701.1K | 0.16% | +393+4.2% | Added |
| Grant Private Wealth Management Inc | 9,744 | $701.1K | 0.30% | +2,386+32.4% | Added |
| Colonial River Wealth Management, LLC | 9,770 | $703.0K | 0.20% | −1,088−10.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 9,790 | $704.4K | 0.15% | +250+2.6% | Added |
| Private Advisory Group LLC | 9,794 | $704.7K | 0.04% | +379+4.0% | Added |
| Summit Global Investments | 9,794 | $705.0K | 0.04% | −2,042−17.3% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 9,831 | $707.4K | 0.04% | −638−6.1% | Reduced |
| Fishman Jay A Ltd | 9,835 | $707.6K | 0.06% | 00.0% | Unchanged |
| Monarch Capital Management Inc | 9,718 | $708.6K | 0.16% | +961+11.0% | Added |
| CFO4Life Group, LLC | 9,863 | $709.6K | 0.10% | +95+1.0% | Added |
| PCM Encore, LLC | 9,863 | $709.7K | 0.12% | −305−3.0% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 9,867 | $709.9K | 0.27% | +9,867 | New |
| Heritage Family Offices, LLP | 9,867 | $709.9K | 0.27% | +739+8.1% | Added |
| Iams Wealth Management, LLC | 9,876 | $710.6K | 0.21% | +2,614+36.0% | Added |
| Gryphon Financial Partners LLC | 9,890 | $711.6K | 0.06% | +2,259+29.6% | Added |
| Schnieders Capital Management, LLC. | 9,895 | $711.9K | 0.09% | +14+0.1% | Added |
| Guilbault Capital LLC | 9,904 | $712.6K | 0.72% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 9,911 | $713.1K | 0.43% | −60−0.6% | Reduced |
| Tucker Asset Management LLC | 9,939 | $715.1K | 0.18% | +658+7.1% | Added |
| Portside Wealth Group, LLC | 9,956 | $716.3K | 0.08% | +2,039+25.8% | Added |
| Avaii Wealth Management, LLC | 9,958 | $716.4K | 0.21% | +257+2.6% | Added |
| Garden State Investment Advisory Services LLC | 9,969 | $717.2K | 0.14% | −487−4.7% | Reduced |
| Aaron Wealth Advisors | 9,988 | $718.6K | 0.04% | −1,302−11.5% | Reduced |
| Mosley Wealth Management | 9,990 | $718.8K | 0.23% | −6,603−39.8% | Reduced |
| Patron Partners Advisors, LLC | 9,996 | $719.2K | 0.28% | −584−5.5% | Reduced |
| Arnhold LLC | 10,000 | $719.5K | 0.05% | −5,000−33.3% | Reduced |
| Howe & Rusling Inc | 10,017 | $720.7K | 0.04% | +967+10.7% | Added |
| Castle Rock Wealth Management, LLC | 10,082 | $721.3K | 0.14% | −40−0.4% | Reduced |
| Romano Brothers and Company | 10,076 | $725.0K | 0.07% | 00.0% | Unchanged |