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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 11,684 | $840.7K | 0.06% | +496+4.4% | Added |
| Serenus Wealth Advisors, LLC | 11,721 | $843.3K | 0.15% | −151−1.3% | Reduced |
| Advocate Investing Services LLC | 11,726 | $843.7K | 0.65% | +800+7.3% | Added |
| Founders Financial Securities LLC | 11,759 | $846.1K | 0.04% | +234+2.0% | Added |
| Gilbert & Cook, Inc. | 11,774 | $847.1K | 0.10% | +81+0.7% | Added |
| Rogco, LP | 11,788 | $848.1K | 0.26% | −295−2.4% | Reduced |
| JT Stratford LLC | 11,815 | $850.1K | 0.09% | +164+1.4% | Added |
| Transamerica Financial Advisors, Inc. | 11,789 | $851.6K | 0.07% | +395+3.5% | Added |
| JMN Financial LLC | 11,684 | $853.4K | 0.66% | +3,341+40.0% | Added |
| WealthTrust Axiom LLC | 11,901 | $856.3K | 0.19% | +603+5.3% | Added |
| Continuum Advisory, LLC | 11,907 | $856.7K | 0.07% | +1,485+14.2% | Added |
| Spinnaker Trust | 11,919 | $857.6K | 0.04% | +93+0.8% | Added |
| Manske Wealth Management | 11,919 | $857.6K | 0.21% | −260−2.1% | Reduced |
| Old Peak Finance LLC | 11,920 | $857.7K | 0.42% | +151+1.3% | Added |
| Northstar Advisory Group, LLC | 11,972 | $861.4K | 0.27% | +10.0% | Added |
| Northstar Financial Companies, Inc. | 12,042 | $866.4K | 0.58% | +2,429+25.3% | Added |
| Narwhal Capital Management | 12,045 | $866.6K | 0.06% | 00.0% | Unchanged |
| Papamarkou Wellner Asset Management inc. | 13,140 | $867.1K | 0.54% | 00.0% | Unchanged |
| Kennedy Investment Group | 12,116 | $871.8K | 0.30% | +18+0.1% | Added |
| EverSource Wealth Advisors, LLC | 12,128 | $872.6K | 0.03% | −1,590−11.6% | Reduced |
| Boston Family Office LLC | 12,164 | $875.0K | 0.05% | +81+0.7% | Added |
| Ariadne Wealth Management, LP | 12,178 | $876.2K | 0.39% | +1,160+10.5% | Added |
| Safeguard Investment Advisory Group, LLC | 12,202 | $877.9K | 0.20% | +2,465+25.3% | Added |
| Stonebridge Financial Group, LLC | 12,214 | $878.8K | 0.07% | +91+0.8% | Added |
| Neville Rodie & Shaw Inc | 12,228 | $880.0K | 0.06% | 00.0% | Unchanged |
| Foster Group, Inc. | 12,248 | $881.3K | 0.02% | +197+1.6% | Added |
| Boothbay Fund Management, LLC | 12,251 | $881.5K | 0.02% | +6,719+121.5% | Added |
| Havemeyer Place LP | 12,338 | $887.7K | 0.09% | −5,420−30.5% | Reduced |
| Resonant Capital Advisors, LLC | 12,163 | $888.2K | 0.04% | +1,204+11.0% | Added |
| Synergy Financial Management, LLC | 12,395 | $891.8K | 0.08% | −48,378−79.6% | Reduced |
| Lewis Asset Management, LLC | 12,422 | $893.8K | 0.31% | 00.0% | Unchanged |
| Clarity Financial LLC | 12,422 | $893.8K | 0.08% | +49+0.4% | Added |
| PDS Planning, Inc | 12,427 | $894.2K | 0.05% | +378+3.1% | Added |
| Johnson & White Wealth Management, LLC | 12,434 | $894.6K | 0.33% | −368−2.9% | Reduced |
| Cape Investment Advisory, Inc. | 12,465 | $896.9K | 0.24% | +458+3.8% | Added |
| Signature Estate & Investment Advisors LLC | 12,476 | $898.0K | 0.02% | +1,089+9.6% | Added |
| Aureus Asset Management, LLC | 12,491 | $898.7K | 0.05% | +135+1.1% | Added |
| Strategic Blueprint, LLC | 12,519 | $900.8K | 0.05% | +883+7.6% | Added |
| Sterling Investment Management, Inc. | 12,535 | $901.9K | 0.49% | −231−1.8% | Reduced |
| Cullinan Associates Inc | 12,600 | $906.6K | 0.07% | 00.0% | Unchanged |
| MidFirst Bank | 12,619 | $907.9K | 0.06% | +700+5.9% | Added |
| Sentinus, LLC | 12,629 | $908.7K | 0.07% | +333+2.7% | Added |
| Spirit of America Management Corp | 12,650 | $910.2K | 0.17% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 12,667 | $911.4K | 0.23% | +388+3.2% | Added |
| Nwam LLC | 12,675 | $912.0K | 0.05% | −1,132−8.2% | Reduced |
| XML Financial, LLC | 12,678 | $912.2K | 0.07% | +308+2.5% | Added |
| Van Hulzen Asset Management, LLC | 12,689 | $913.0K | 0.06% | +2,850+29.0% | Added |
| Godsey & Gibb Associates | 12,695 | $913.4K | 0.07% | 00.0% | Unchanged |
| Storen Legacy Partners, LLC | 12,723 | $915.4K | 0.25% | +114+0.9% | Added |
| Taylor & Morgan Wealth Management, LLC | 12,757 | $917.9K | 0.45% | −811−6.0% | Reduced |
| Burns J W & Co Inc | 12,764 | $918.4K | 0.10% | −975−7.1% | Reduced |
| Clark Capital Management Group, Inc. | 12,766 | $918.5K | 0.01% | +3,256+34.2% | Added |
| Rakuten Securities, Inc. | 12,797 | $920.7K | 0.21% | +3,294+34.7% | Added |
| Terry L. Blaker | 12,800 | $921.0K | 0.03% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 12,809 | $923.0K | 0.00% | −267−2.0% | Reduced |
| Advus Financial Partners, LLC | 12,846 | $924.3K | 0.21% | +735+6.1% | Added |
| McGowan Group Asset Management, Inc. | 12,876 | $926.5K | 0.11% | +91+0.7% | Added |
| Davidson Trust Co | 12,877 | $926.5K | 0.36% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 12,889 | $927.4K | 0.28% | 00.0% | Unchanged |
| Columbia Asset Management | 12,890 | $927.4K | 0.16% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 12,924 | $929.9K | 0.24% | +1,519+13.3% | Added |
| Gables Capital Management Inc. | 12,926 | $930.0K | 0.34% | 00.0% | Unchanged |
| Kendall Capital Management | 12,932 | $930.5K | 0.15% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 12,766 | $931.5K | 0.02% | −30.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 12,950 | $931.8K | 0.05% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 12,965 | $932.9K | 0.47% | +87+0.7% | Added |
| Parcion Private Wealth LLC | 12,981 | $934.0K | 0.05% | +585+4.7% | Added |
| Hilltop National Bank | 12,987 | $934.4K | 0.20% | −200−1.5% | Reduced |
| Mma Asset Management LLC | 12,998 | $935.2K | 0.30% | −59−0.5% | Reduced |
| Farmers & Merchants Investments Inc | 13,005 | $935.7K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 13,030 | $937.5K | 0.01% | −1,140−8.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 13,036 | $937.9K | 0.19% | −22−0.2% | Reduced |
| FLC Capital Advisors | 13,044 | $938.5K | 0.15% | 00.0% | Unchanged |
| Tevis Investment Management | 12,866 | $939.3K | 0.51% | 00.0% | Unchanged |
| Dakota Wealth Management | 13,108 | $943.1K | 0.02% | +274+2.1% | Added |
| Gsa Capital Partners LLP | 13,149 | $946.0K | 0.06% | +13,149 | New |
| NorthStar Asset Management LLC | 13,215 | $950.8K | 0.39% | −66−0.5% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 13,237 | $952.4K | 0.48% | −1,346−9.2% | Reduced |
| Gladstone Institutional Advisory LLC | 13,250 | $953.3K | 0.03% | +623+4.9% | Added |
| Bull Harbor Capital LLC | 13,260 | $954.1K | 0.19% | +637+5.0% | Added |
| Davis Capital Management | 13,267 | $954.6K | 0.57% | −130−1.0% | Reduced |
| Exchange Bank | 13,297 | $956.7K | 0.60% | −249−1.8% | Reduced |
| Linscomb & Williams, Inc. | 13,314 | $957.9K | 0.04% | −1,843−12.2% | Reduced |
| Capital International Sarl | 13,315 | $958.0K | 0.01% | −5,137−27.8% | Reduced |
| Brooks, Moore & Associates, Inc. | 13,331 | $959.2K | 0.43% | +1,576+13.4% | Added |
| Jefferies Financial Group Inc. | 13,342 | $960.0K | 0.01% | +2,502+23.1% | Added |
| Resolute Partners Group | 13,308 | $971.6K | 0.23% | −1,005−7.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 13,492 | $972.0K | 0.26% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 13,512 | $972.2K | 0.02% | +315+2.4% | Added |
| MBA Advisors LLC | 13,525 | $973.1K | 0.33% | −19−0.1% | Reduced |
| 44 Wealth Management LLC | 13,546 | $974.7K | 0.32% | +83+0.6% | Added |
| Fiduciary Group LLC | 13,548 | $974.8K | 0.08% | 00.0% | Unchanged |
| Strathmore Capital Advisors, Inc. | 13,374 | $976.1K | 0.26% | +319+2.4% | Added |
| Cassaday & Co Wealth Management LLC | 13,588 | $977.7K | 0.02% | +1,459+12.0% | Added |
| Chicago Capital, LLC | 13,605 | $978.9K | 0.02% | −349−2.5% | Reduced |
| SP Asset Management LLC | 13,644 | $981.7K | 0.08% | +176+1.3% | Added |
| Signature Wealth Management Partners, LLC | 13,645 | $981.8K | 0.46% | +10.0% | Added |
| Koss-Olinger Consulting, LLC | 13,695 | $985.3K | 0.08% | −838−5.8% | Reduced |
| Langley Wealth Management, LLC | 13,700 | $985.7K | 0.96% | +13,700 | New |
| Pallas Capital Advisors LLC | 13,760 | $990.0K | 0.03% | +1,569+12.9% | Added |