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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 17,139 | $1.23M | 0.01% | −12−0.1% | Reduced |
| Winnow Wealth LLC | 17,154 | $1.23M | 0.84% | −523−3.0% | Reduced |
| Ronald Blue Trust, Inc. | 17,171 | $1.24M | 0.01% | −1,699−9.0% | Reduced |
| Picton Mahoney Asset Management | 17,175 | $1.24M | 0.01% | −39,116−69.5% | Reduced |
| 111 Capital | 17,274 | $1.24M | 0.21% | +17,274 | New |
| SeaCrest Wealth Management, LLC | 17,357 | $1.25M | 0.14% | −1,516−8.0% | Reduced |
| Berkeley Capital Partners, LLC | 17,371 | $1.25M | 0.26% | −216−1.2% | Reduced |
| Keystone Financial Group | 17,486 | $1.26M | 0.07% | +4,435+34.0% | Added |
| Oliver Luxxe Assets LLC | 17,610 | $1.27M | 0.19% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 17,615 | $1.27M | 0.02% | +3,500+24.8% | Added |
| Independent Wealth Network Inc. | 17,642 | $1.27M | 0.32% | +814+4.8% | Added |
| Childress Capital Advisors, LLC | 17,673 | $1.27M | 0.21% | +1,173+7.1% | Added |
| Excalibur Management Corp | 17,741 | $1.28M | 0.42% | +40.0% | Added |
| Wiregrass Investment Management LLC | 17,774 | $1.28M | 0.87% | +483+2.8% | Added |
| PeakShares LLC | 17,780 | $1.28M | 0.95% | +1,338+8.1% | Added |
| Centaurus Financial, Inc. | 17,827 | $1.28M | 0.05% | +932+5.5% | Added |
| Triad Wealth Partners, LLC | 18,930 | $1.29M | 0.08% | +5,641+42.4% | Added |
| Wagner Wealth Management, LLC | 17,985 | $1.29M | 0.24% | +20+0.1% | Added |
| Beutel, Goodman & Co Ltd. | 18,000 | $1.29M | 0.01% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 18,048 | $1.30M | 0.02% | −1,086−5.7% | Reduced |
| Mattson Financial Services, LLC | 17,786 | $1.30M | 0.27% | +219+1.2% | Added |
| Graham Capital Management, L.P. | 18,100 | $1.30M | 0.03% | −50,529−73.6% | Reduced |
| Fiduciary Alliance LLC | 18,113 | $1.30M | 0.09% | +354+2.0% | Added |
| Mid-American Wealth Advisory Group, Inc. | 18,172 | $1.31M | 0.47% | −8,053−30.7% | Reduced |
| Ted Buchan & Co | 18,179 | $1.31M | 0.43% | +471+2.7% | Added |
| Hexagon Capital Partners LLC | 18,193 | $1.31M | 0.18% | −558−3.0% | Reduced |
| Widmann Financial Services, Inc. | 18,213 | $1.31M | 0.70% | −1,099−5.7% | Reduced |
| Dudley Capital Management, LLC | 18,218 | $1.31M | 0.52% | +19+0.1% | Added |
| SageView Advisory Group, LLC | 18,233 | $1.31M | 0.04% | −1,429−7.3% | Reduced |
| Valicenti Advisory Services Inc | 18,297 | $1.32M | 0.25% | −1,300−6.6% | Reduced |
| Moody National Bank Trust Division | 18,292 | $1.32M | 0.11% | +45+0.2% | Added |
| Meridian Wealth Management, LLC | 18,396 | $1.32M | 0.04% | +552+3.1% | Added |
| Xxi Wealth, LLC | 18,297 | $1.32M | 0.60% | +2,003+12.3% | Added |
| Lazari Capital Management, Inc. | 18,389 | $1.32M | 0.41% | −108−0.6% | Reduced |
| Viewpoint Capital Management LLC | 18,431 | $1.33M | 0.68% | −6,291−25.4% | Reduced |
| Kanawha Capital Management LLC | 18,503 | $1.33M | 0.09% | −669−3.5% | Reduced |
| Park National Corp | 18,555 | $1.34M | 0.04% | −471−2.5% | Reduced |
| Botty Investors LLC | 18,317 | $1.34M | 0.28% | −11,800−39.2% | Reduced |
| Michels Family Financial, LLC | 18,592 | $1.34M | 0.86% | −145−0.8% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 18,606 | $1.34M | 0.33% | +60+0.3% | Added |
| Catalyst Financial Partners LLC | 18,642 | $1.34M | 0.13% | +4,418+31.1% | Added |
| Allegheny Financial Group LTD | 18,645 | $1.34M | 0.14% | +93+0.5% | Added |
| Charter Research & Investment Group, Inc. | 18,677 | $1.34M | 0.82% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 18,732 | $1.35M | 0.02% | +2,731+17.1% | Added |
| Capital Advisors Inc | 18,763 | $1.35M | 0.02% | −194−1.0% | Reduced |
| Gateway Investment Advisers LLC | 18,806 | $1.35M | 0.01% | −2,477−11.6% | Reduced |
| Blue Capital, Inc. | 18,816 | $1.35M | 0.86% | +1,503+8.7% | Added |
| Beese Fulmer Investment Management, Inc. | 18,933 | $1.36M | 0.08% | +1,537+8.8% | Added |
| Invariant Investment Management | 18,974 | $1.36M | 0.80% | −303−1.6% | Reduced |
| Chicago Partners Investment Group LLC | 18,926 | $1.36M | 0.03% | +2,469+15.0% | Added |
| Cidel Asset Management Inc | 18,984 | $1.37M | 0.07% | +253+1.4% | Added |
| Mork Capital Management, LLC | 19,100 | $1.37M | 0.88% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 19,140 | $1.38M | 0.42% | +107+0.6% | Added |
| Traynor Capital Management, Inc. | 19,172 | $1.38M | 0.06% | −2,031−9.6% | Reduced |
| Reuter James Wealth Management, LLC | 19,339 | $1.39M | 0.18% | +2,866+17.4% | Added |
| V-Square Quantitative Management LLC | 19,357 | $1.39M | 0.13% | −374−1.9% | Reduced |
| National Asset Management, Inc. | 18,832 | $1.39M | 0.08% | −1,477−7.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 19,403 | $1.40M | 0.01% | +8,945+85.5% | Added |
| KLCM Advisors, Inc. | 19,416 | $1.40M | 0.11% | −250−1.3% | Reduced |
| D'Orazio & Associates, Inc. | 19,483 | $1.40M | 0.16% | +1,214+6.6% | Added |
| Fidelis Capital Partners, LLC | 19,534 | $1.41M | 0.08% | +1,237+6.8% | Added |
| Financial Sense Advisors, Inc. | 19,557 | $1.41M | 0.28% | +15+0.1% | Added |
| Leisure Capital Management | 19,577 | $1.41M | 0.44% | +50+0.3% | Added |
| Qtron Investments LLC | 19,695 | $1.42M | 0.19% | +2,858+17.0% | Added |
| Westbourne Investments, Inc. | 19,743 | $1.42M | 0.58% | −2,586−11.6% | Reduced |
| Premier Path Wealth Partners, LLC | 19,772 | $1.42M | 0.16% | +3,169+19.1% | Added |
| Shrier Wealth Management, LLC | 19,826 | $1.43M | 0.48% | +62+0.3% | Added |
| Wealth Alliance Advisory Group, LLC | 19,876 | $1.43M | 0.21% | +361+1.8% | Added |
| Fiduciary Trust Co | 19,891 | $1.43M | 0.02% | −553−2.7% | Reduced |
| Beck Mack & Oliver LLC | 19,896 | $1.43M | 0.03% | +1,000+5.3% | Added |
| First Nebraska Trust Co | 19,921 | $1.43M | 0.12% | 00.0% | Unchanged |
| IFG Advisory, LLC | 19,986 | $1.44M | 0.05% | +19,986 | New |
| Mather Group, LLC. | 19,996 | $1.44M | 0.01% | +4,302+27.4% | Added |
| Goelzer Investment Management, Inc. | 20,023 | $1.44M | 0.06% | −664−3.2% | Reduced |
| Atom Investors LP | 20,117 | $1.45M | 0.13% | +20,117 | New |
| Ferguson Wellman Capital Management, Inc | 20,140 | $1.45M | 0.02% | −6,499−24.4% | Reduced |
| HCR Wealth Advisors | 20,149 | $1.45M | 0.13% | +52+0.3% | Added |
| McKinney Capital Management, LLC | 20,201 | $1.45M | 0.57% | +20,201 | New |
| Gateway Wealth Partners, LLC | 20,215 | $1.45M | 0.09% | −7,583−27.3% | Reduced |
| Spreng Capital Management, Inc. | 20,227 | $1.46M | 0.53% | +49+0.2% | Added |
| Private Wealth Asset Management, LLC | 20,259 | $1.46M | 0.14% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 20,281 | $1.46M | 0.04% | −346−1.7% | Reduced |
| Paradigm Asset Management Co LLC | 20,300 | $1.46M | 0.31% | +3,600+21.6% | Added |
| Franklin Street Advisors Inc | 20,356 | $1.46M | 0.08% | +1,425+7.5% | Added |
| Zhang Financial LLC | 20,358 | $1.46M | 0.04% | +48+0.2% | Added |
| Ancora Advisors, LLC | 20,459 | $1.47M | 0.03% | −4,099−16.7% | Reduced |
| Everstar Asset Management, LLC | 20,484 | $1.47M | 0.71% | −202−1.0% | Reduced |
| One Capital Management, LLC | 22,338 | $1.47M | 0.04% | 00.0% | Unchanged |
| Dodge & Cox | 20,500 | $1.47M | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 20,504 | $1.48M | 0.02% | −3,303−13.9% | Reduced |
| New Age Alpha Advisors, LLC | 20,537 | $1.48M | 0.06% | −30,052−59.4% | Reduced |
| Inceptionr LLC | 20,568 | $1.48M | 0.36% | −508−2.4% | Reduced |
| Exeter Financial, LLC | 20,579 | $1.48M | 0.57% | −170−0.8% | Reduced |
| Cambient Family Office, LLC | 20,268 | $1.48M | 0.18% | +1,219+6.4% | Added |
| Mainstay Capital Management LLC | 20,586 | $1.48M | 0.11% | −1,089−5.0% | Reduced |
| Red Door Wealth Management, LLC | 20,601 | $1.48M | 0.14% | −328−1.6% | Reduced |
| MCF Advisors LLC | 20,471 | $1.49M | 0.05% | +2,743+15.5% | Added |
| Rehmann Capital Advisory Group | 20,808 | $1.50M | 0.07% | −1,655−7.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 20,843 | $1.50M | 0.36% | +707+3.5% | Added |
| Insigneo Advisory Services, LLC | 20,844 | $1.50M | 0.06% | +10,055+93.2% | Added |