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 |
|---|---|---|---|---|---|
| Rodgers Brothers Inc. | 10,086 | $725.7K | 0.07% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 10,142 | $729.7K | 0.05% | −248−2.4% | Reduced |
| Cornerstone Advisory, LLC | 10,142 | $729.7K | 0.06% | +183+1.8% | Added |
| Rossby Financial, LCC | 10,177 | $732.2K | 0.13% | +905+9.8% | Added |
| Vectors Research Management, LLC | 10,197 | $733.7K | 0.19% | 00.0% | Unchanged |
| Colonial Trust Co | 10,203 | $734.1K | 0.09% | −466−4.4% | Reduced |
| Douglass Winthrop Advisors, LLC | 10,223 | $735.5K | 0.01% | −3,013−22.8% | Reduced |
| Wellington Shields Capital Management, LLC | 10,243 | $737.0K | 0.09% | −2,500−19.6% | Reduced |
| Tocqueville Asset Management L.P. | 10,260 | $738.2K | 0.01% | −76−0.7% | Reduced |
| Second Half Financial Partners, LLC | 10,263 | $738.4K | 0.30% | +1,363+15.3% | Added |
| Sylvest Advisors, LLC | 10,267 | $738.7K | 0.33% | −350−3.3% | Reduced |
| Fortress Private Ledger, LLC | 10,274 | $739.2K | 0.20% | +4,343+73.2% | Added |
| J. M. Brown & Associates Inc. | 10,278 | $739.6K | 0.42% | +10,278 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 10,291 | $740.4K | 0.04% | +1,131+12.3% | Added |
| SageGuard Financial Group, LLC | 10,292 | $740.5K | 0.10% | +468+4.8% | Added |
| Unique Wealth Strategies, LLC | 10,297 | $740.9K | 0.27% | −244−2.3% | Reduced |
| Fee-Only Financial Planning, L.C. | 10,303 | $741.3K | 0.40% | 00.0% | Unchanged |
| Spartan Wealth Advisory Services LLC | 10,319 | $742.4K | 0.06% | +431+4.4% | Added |
| Signal Advisors Wealth, LLC | 10,326 | $742.9K | 0.04% | −15,238−59.6% | Reduced |
| CVA Family Office, LLC | 10,327 | $743.0K | 0.07% | +69+0.7% | Added |
| Truvestments Capital LLC | 10,341 | $744.0K | 0.11% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 10,377 | $746.7K | 0.06% | −1,116−9.7% | Reduced |
| Siemens Fonds Invest GmbH | 10,386 | $747.3K | 0.04% | +48+0.5% | Added |
| Keystone Wealth Services, LLC | 10,409 | $748.9K | 0.14% | +46+0.4% | Added |
| Wealth Architects, LLC | 10,433 | $750.7K | 0.06% | −20−0.2% | Reduced |
| Chapin Davis, Inc. | 10,463 | $752.8K | 0.13% | +40.0% | Added |
| Transcend Wealth Collective, LLC | 10,494 | $755.0K | 0.05% | +4,373+71.4% | Added |
| Trust Point Inc. | 10,532 | $757.8K | 0.06% | +3,965+60.4% | Added |
| 180 Wealth Advisors, LLC | 10,539 | $758.3K | 0.08% | +12+0.1% | Added |
| BridgePort Financial Solutions, LLC | 10,551 | $759.1K | 0.19% | +172+1.7% | Added |
| Evelyn Partners Group Ltd | 10,571 | $760.6K | 0.01% | +10,571 | New |
| Inscription Capital, LLC | 10,583 | $761.4K | 0.07% | +1,764+20.0% | Added |
| Fund Advisors of America Inc | 10,586 | $761.7K | 0.69% | −519−4.7% | Reduced |
| Brown Miller Wealth Management, LLC | 10,600 | $762.7K | 0.19% | 00.0% | Unchanged |
| Prairie Advisory, LLC | 10,610 | $763.4K | 0.18% | +10,610 | New |
| Woodmont Investment Counsel LLC | 10,644 | $765.9K | 0.04% | −1,012−8.7% | Reduced |
| Providence Wealth Advisors, LLC | 10,500 | $767.0K | 0.45% | −129−1.2% | Reduced |
| Patton Albertson Miller Group, LLC | 10,666 | $767.4K | 0.08% | −191−1.8% | Reduced |
| Nations Financial Group Inc, | 10,666 | $767.4K | 0.04% | +749+7.6% | Added |
| American Financial & Tax Strategies Inc | 10,671 | $767.8K | 0.35% | −5,776−35.1% | Reduced |
| Azimuth Capital Investment Management LLC | 10,700 | $769.9K | 0.03% | −100−0.9% | Reduced |
| Enzi Wealth | 10,976 | $770.1K | 0.24% | −73−0.7% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 10,711 | $770.7K | 0.20% | −655−5.8% | Reduced |
| Proficio Capital Partners LLC | 10,740 | $772.8K | 0.03% | +10,740 | New |
| CacheTech Inc. | 10,754 | $773.8K | 0.13% | +5,910+122.0% | Added |
| Greenfield Savings Bank | 10,760 | $774.2K | 0.29% | −170−1.6% | Reduced |
| Atlas Capital Advisors LLC | 10,770 | $774.9K | 0.08% | +1,098+11.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,775 | $775.3K | 0.04% | −883−7.6% | Reduced |
| Bath Savings Trust Co | 10,776 | $775.3K | 0.08% | +100+0.9% | Added |
| Beverly Hills Private Wealth, LLC | 10,786 | $776.1K | 0.15% | −16,228−60.1% | Reduced |
| N.E.W. Advisory Services LLC | 10,792 | $776.5K | 0.05% | +18+0.2% | Added |
| Main Street Group, LTD | 10,809 | $777.7K | 0.18% | −31−0.3% | Reduced |
| Sowa Financial Group, Inc. | 10,850 | $781.0K | 0.36% | −266−2.4% | Reduced |
| PKS Advisory Services, LLC | 10,856 | $781.0K | 0.12% | +578+5.6% | Added |
| TFC Financial Management | 10,862 | $781.5K | 0.09% | +16+0.1% | Added |
| Waddell & Associates, LLC | 10,904 | $784.5K | 0.04% | +563+5.4% | Added |
| Cladis Investment Advisory, LLC | 10,914 | $785.3K | 0.37% | +1,000+10.1% | Added |
| BIP Wealth, LLC | 10,916 | $785.4K | 0.02% | +3,105+39.8% | Added |
| Capstone Capital Management Ltd | 10,951 | $787.9K | 0.35% | +10,951 | New |
| Cortland Associates Inc | 10,948 | $788.0K | 0.11% | +125+1.2% | Added |
| Argyle Capital Partners, LLC | 10,969 | $789.2K | 0.50% | +693+6.7% | Added |
| Acorn Wealth Advisors, LLC | 10,970 | $789.3K | 0.19% | +760+7.4% | Added |
| Astoria Portfolio Advisors LLC. | 10,983 | $790.2K | 0.13% | +4,147+60.7% | Added |
| City State Bank | 11,000 | $791.5K | 0.18% | −343−3.0% | Reduced |
| Advisor OS, LLC | 11,001 | $791.5K | 0.05% | −2,328−17.5% | Reduced |
| Delta Asset Management LLC | 11,029 | $793.5K | 0.07% | +10+0.1% | Added |
| Paragon Financial Partners, Inc. | 11,614 | $793.6K | 0.43% | 00.0% | Unchanged |
| Choate Investment Advisors | 11,033 | $793.8K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 11,057 | $795.6K | 0.01% | −21−0.2% | Reduced |
| Van Diest Capital, LLC | 11,085 | $797.5K | 0.71% | +5,332+92.7% | Added |
| Birch Financial Group, LLC | 11,128 | $800.7K | 0.41% | −1,536−12.1% | Reduced |
| United Bank | 11,141 | $801.6K | 0.09% | −64−0.6% | Reduced |
| Axis Wealth Partners, LLC | 11,185 | $804.8K | 0.39% | −96−0.9% | Reduced |
| Clark Financial Services Group Inc | 11,215 | $806.9K | 0.38% | +1,618+16.9% | Added |
| Center for Wealth Management Advisory | 11,236 | $808.5K | 0.51% | −2,311−17.1% | Reduced |
| ABN AMRO Bank N.V. | 11,000 | $809.3K | 0.01% | −4,290−28.1% | Reduced |
| KCM Investment Advisors LLC | 11,263 | $810.4K | 0.02% | −369−3.2% | Reduced |
| HHM Wealth Advisors, LLC | 11,276 | $811.3K | 0.08% | −92−0.8% | Reduced |
| Gerber, LLC | 11,298 | $812.9K | 0.38% | +20.0% | Added |
| Cobblestone Asset Management LLC | 11,312 | $813.9K | 0.34% | +20.0% | Added |
| Loudon Investment Management, LLC | 11,318 | $814.3K | 0.40% | −220−1.9% | Reduced |
| Vista Investment Partners LLC | 11,365 | $817.7K | 0.21% | −12,406−52.2% | Reduced |
| Angeles Wealth Management, LLC | 11,239 | $820.5K | 0.04% | +146+1.3% | Added |
| TIAA Wealth Investment Management LLC | 11,388 | $820.9K | 0.01% | +724+6.8% | Added |
| Howland Capital Management LLC | 11,305 | $825.4K | 0.03% | +20.0% | Added |
| Fundamentun, LLC | 11,502 | $827.6K | 0.03% | +96+0.8% | Added |
| Virtus ETF Advisers LLC | 11,506 | $827.9K | 0.32% | +1,500+15.0% | Added |
| Intellectus Partners, LLC | 11,351 | $828.8K | 0.14% | −351−3.0% | Reduced |
| Callahan Advisors, LLC | 11,527 | $829.4K | 0.06% | +123+1.1% | Added |
| Balentine LLC | 11,540 | $830.3K | 0.03% | +1,033+9.8% | Added |
| Wealth Quarterback LLC | 11,548 | $830.9K | 0.26% | −1,192−9.4% | Reduced |
| Convergence Financial, LLC | 11,564 | $832.0K | 0.07% | +5,284+84.1% | Added |
| CoreFirst Bank & Trust | 11,568 | $832.3K | 0.41% | −167−1.4% | Reduced |
| Virtue Capital Management, LLC | 11,577 | $833.0K | 0.11% | −1,642−12.4% | Reduced |
| Tanager Wealth Management LLP | 11,578 | $833.1K | 0.07% | +25+0.2% | Added |
| Close Asset Management Ltd | 11,592 | $834.0K | 0.02% | +600+5.5% | Added |
| Rahlfs Capital, LLC | 11,597 | $834.4K | 0.61% | 00.0% | Unchanged |
| XY Planning Network, Inc. | 11,610 | $835.3K | 0.10% | +747+6.9% | Added |
| One Wealth Advisors, LLC | 11,617 | $835.8K | 0.09% | −252−2.1% | Reduced |
| Klingman & Associates, LLC | 11,624 | $836.3K | 0.04% | +273+2.4% | Added |