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 |
|---|---|---|---|---|---|
| Turtle Creek Wealth Advisors, LLC | 13,774 | $991.1K | 0.05% | +426+3.2% | Added |
| Patten & Patten Inc | 13,784 | $991.8K | 0.05% | −200−1.4% | Reduced |
| Samalin Investment Counsel, LLC | 13,810 | $993.7K | 0.32% | −232−1.7% | Reduced |
| Brindle & Bay Financial Advisors, LLC | 13,832 | $995.2K | 0.50% | +1,208+9.6% | Added |
| Capital Advisors Wealth Management, LLC | 13,841 | $995.8K | 0.12% | +292+2.2% | Added |
| Longfellow Investment Management Co LLC | 13,900 | $1.00M | 0.20% | −58−0.4% | Reduced |
| Ardent Capital Management, Inc. | 13,910 | $1.00M | 0.42% | −776−5.3% | Reduced |
| National Philanthropic Trust | 13,992 | $1.01M | 0.01% | 00.0% | Unchanged |
| Guardian Partners Inc. | 14,000 | $1.01M | 0.09% | −251−1.8% | Reduced |
| Xcel Wealth Management, LLC | 14,007 | $1.01M | 0.24% | +2,003+16.7% | Added |
| Parkside Financial Bank & Trust | 14,036 | $1.01M | 0.07% | −429−3.0% | Reduced |
| Compass Financial Management LLC | 14,284 | $1.01M | 0.12% | +14,284 | New |
| Avestar Capital, LLC | 14,090 | $1.01M | 0.06% | +224+1.6% | Added |
| Spears Abacus Advisors LLC | 14,095 | $1.01M | 0.02% | +765+5.7% | Added |
| Miller Financial Services LLC | 14,107 | $1.01M | 0.82% | +2,138+17.9% | Added |
| American National Bank | 14,112 | $1.02M | 0.09% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 14,195 | $1.02M | 0.13% | +133+0.9% | Added |
| Koenig Investment Advisory, LLC | 14,148 | $1.02M | 0.79% | −690−4.7% | Reduced |
| F/M Investments LLC | 14,159 | $1.02M | 0.05% | −67−0.5% | Reduced |
| Holderness Investments Co | 14,168 | $1.02M | 0.17% | +95+0.7% | Added |
| SNS Financial Group, LLC | 14,215 | $1.02M | 0.02% | +8,769+161.0% | Added |
| Klingenstein Fields & Co LP | 14,221 | $1.02M | 0.04% | −1,144−7.4% | Reduced |
| Symmetry Partners, LLC | 14,235 | $1.02M | 0.05% | +1,328+10.3% | Added |
| Aviance Capital Partners, LLC | 14,235 | $1.02M | 0.11% | +1,168+8.9% | Added |
| City National Bank of Florida | 14,243 | $1.02M | 0.43% | −1,686−10.6% | Reduced |
| MOKAN Wealth Management Inc. | 14,264 | $1.03M | 0.39% | +4,073+40.0% | Added |
| Elyxium Wealth, LLC | 14,264 | $1.03M | 0.11% | +8,423+144.2% | Added |
| Calamos Wealth Management LLC | 14,272 | $1.03M | 0.03% | +200+1.4% | Added |
| Gilliland Jeter Wealth Management LLC | 14,278 | $1.03M | 0.27% | +32+0.2% | Added |
| Wolff Financial Management LLC | 14,334 | $1.03M | 0.21% | +20.0% | Added |
| VeraBank, N.A. | 14,338 | $1.03M | 0.17% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 14,392 | $1.04M | 0.39% | −1,622−10.1% | Reduced |
| Forum Financial Management, LP | 14,414 | $1.04M | 0.01% | +943+7.0% | Added |
| Roman Butler Fullerton & Co | 14,443 | $1.04M | 0.25% | +3,514+32.2% | Added |
| Highland Financial Advisors, LLC | 14,437 | $1.04M | 0.23% | −799−5.2% | Reduced |
| Diversified Enterprises, LLC | 14,487 | $1.04M | 0.05% | +201+1.4% | Added |
| Bill Few Associates, Inc. | 14,519 | $1.04M | 0.22% | −43−0.3% | Reduced |
| Centennial Wealth Advisory LLC | 14,578 | $1.05M | 0.23% | +1,844+14.5% | Added |
| Courier Capital LLC | 14,621 | $1.05M | 0.05% | +14+0.1% | Added |
| WealthPLAN Partners, LLC | 14,627 | $1.05M | 0.20% | −257−1.7% | Reduced |
| Tompkins Financial Corp | 14,685 | $1.06M | 0.07% | +3,277+28.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 14,686 | $1.06M | 0.28% | +10+0.1% | Added |
| Plimoth Trust Co LLC | 14,713 | $1.06M | 0.21% | −460−3.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 14,780 | $1.06M | 0.01% | +49+0.3% | Added |
| CWS Financial Advisors, LLC | 14,868 | $1.07M | 0.24% | +62+0.4% | Added |
| Stirlingshire Investments, Inc. | 14,704 | $1.07M | 0.80% | +3,304+29.0% | Added |
| KC Investment Advisors, LLC | 14,971 | $1.08M | 0.20% | +546+3.8% | Added |
| Profund Advisors LLC | 14,985 | $1.08M | 0.03% | −1,930−11.4% | Reduced |
| Compagnie Lombard Odier SCmA | 15,000 | $1.08M | 0.01% | 00.0% | Unchanged |
| MYDA Advisors LLC | 15,000 | $1.08M | 0.26% | +15,000 | New |
| StoneX Group Inc. | 14,803 | $1.08M | 0.04% | +3,552+31.6% | Added |
| Kapstone Financial Advisors LLC | 15,041 | $1.08M | 0.45% | −164−1.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 15,054 | $1.08M | 0.06% | −28,550−65.5% | Reduced |
| Ameritas Investment Partners, Inc. | 15,130 | $1.09M | 0.03% | −811−5.1% | Reduced |
| Centiva Capital, LP | 15,154 | $1.09M | 0.04% | +11,939+371.4% | Added |
| Magnolia Capital Advisors LLC | 15,156 | $1.09M | 0.19% | +127+0.8% | Added |
| Royal Palms Capital LLC | 15,181 | $1.09M | 0.96% | −173−1.1% | Reduced |
| Perpetual Ltd | 15,232 | $1.10M | 0.02% | −19,409−56.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 15,084 | $1.10M | 0.01% | −107−0.7% | Reduced |
| TigerOak Management, L.L.C. | 15,328 | $1.10M | 0.31% | +50+0.3% | Added |
| Evernest Financial Advisors, LLC | 15,363 | $1.11M | 0.23% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15,363 | $1.11M | 0.06% | +360+2.4% | Added |
| Galvin, Gaustad & Stein, LLC | 15,369 | $1.11M | 0.08% | +717+4.9% | Added |
| Welch & Forbes LLC | 15,504 | $1.12M | 0.01% | −2,919−15.8% | Reduced |
| Chelsea Counsel Co | 15,310 | $1.12M | 0.47% | −1,400−8.4% | Reduced |
| Alpha Omega Wealth Management LLC | 15,614 | $1.12M | 0.17% | +31+0.2% | Added |
| Moody Lynn & Lieberson, LLC | 15,654 | $1.13M | 0.06% | −104−0.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 15,657 | $1.13M | 0.08% | +945+6.4% | Added |
| NBC Securities, Inc. | 15,704 | $1.13M | 0.08% | +1,149+7.9% | Added |
| Arvest Investments, Inc. | 15,735 | $1.13M | 0.14% | +15,735 | New |
| Checchi Capital Advisers, LLC | 15,789 | $1.14M | 0.07% | −348−2.2% | Reduced |
| Cozad Asset Management Inc | 15,824 | $1.14M | 0.07% | +808+5.4% | Added |
| Boston Partners | 15,596 | $1.14M | 0.00% | +6,803+77.4% | Added |
| Cigna Investments Inc | 15,862 | $1.14M | 0.15% | −241−1.5% | Reduced |
| Element Capital Management LLC | 16,000 | $1.15M | 0.06% | +16,000 | New |
| Bridgefront Capital, LLC | 16,037 | $1.15M | 0.30% | +16,037 | New |
| Los Angeles Capital Management LLC | 16,038 | $1.15M | 0.00% | −127,248−88.8% | Reduced |
| MTM Investment Management, LLC | 16,091 | $1.16M | 0.33% | +70.0% | Added |
| Alchemi Wealth, LLC | 16,096 | $1.16M | 0.54% | +201+1.3% | Added |
| Westbourne Investment Advisors, Inc. | 16,099 | $1.16M | 0.32% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 16,102 | $1.16M | 0.51% | −87−0.5% | Reduced |
| Rexford Capital Inc | 16,119 | $1.16M | 0.71% | −97−0.6% | Reduced |
| Two Sigma Securities, LLC | 16,124 | $1.16M | 0.10% | +16,124 | New |
| Soltis Investment Advisors LLC | 16,181 | $1.16M | 0.07% | +857+5.6% | Added |
| Tradition Wealth Management, LLC | 16,215 | $1.17M | 0.07% | +236+1.5% | Added |
| GWN Securities Inc. | 16,404 | $1.18M | 0.20% | −321−1.9% | Reduced |
| Redwood Investment Management, LLC | 16,414 | $1.18M | 0.12% | +543+3.4% | Added |
| Salvus Wealth Management, LLC | 16,449 | $1.18M | 0.66% | −267−1.6% | Reduced |
| Walser Wealth Management Company, A Ltd Liability Co | 16,474 | $1.19M | 0.49% | +4,489+37.5% | Added |
| Value Investment Professionals, LLC | 16,485 | $1.19M | 1.00% | +86+0.5% | Added |
| Intrua Financial, LLC | 16,637 | $1.20M | 0.11% | +1,398+9.2% | Added |
| GeoWealth Management, LLC | 16,656 | $1.20M | 0.04% | +1,537+10.2% | Added |
| Z3 Capital Partners, LLC | 16,674 | $1.20M | 0.25% | −590−3.4% | Reduced |
| Capstone Investment Advisors, LLC | 16,674 | $1.20M | 0.01% | +16,674 | New |
| Principle Wealth Partners LLC | 16,767 | $1.21M | 0.06% | +2,037+13.8% | Added |
| Grove Bank & Trust | 16,799 | $1.21M | 0.12% | −70.0% | Reduced |
| Shah Wealth Advisors, LLC | 16,800 | $1.21M | 0.28% | +16,800 | New |
| Vanguard National Trust Co | 16,827 | $1.21M | 0.07% | +10,508+166.3% | Added |
| Disciplined Investors, L.L.C. | 17,112 | $1.23M | 0.62% | −90−0.5% | Reduced |
| Philadelphia Trust Co | 17,124 | $1.23M | 0.08% | −200−1.2% | Reduced |