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
Q3 2026 data is still coming in: 11 institutions have reported holding MO so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Ipswich Investment Management Co., Inc. | 20,845 | $1.50M | 0.32% | 00.0% | Unchanged |
| Odyssean, LLC | 20,851 | $1.50M | 0.24% | +8,309+66.2% | Added |
| Tradewinds, LLC. | 1,989 | $1.50M | 0.47% | −12,434−86.2% | Reduced |
| Center For Asset Management LLC | 20,895 | $1.50M | 0.67% | −300−1.4% | Reduced |
| Aurdan Capital Management, LLC | 20,906 | $1.50M | 0.38% | −16−0.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 20,926 | $1.51M | 0.15% | −1,711−7.6% | Reduced |
| Prosperity Consulting Group, LLC | 20,964 | $1.51M | 0.06% | +3,428+19.5% | Added |
| Emerald Investment Advisers, LLC | 20,972 | $1.51M | 0.10% | +9,859+88.7% | Added |
| R.m.sincerbeaux Capital Management LLC | 21,032 | $1.51M | 0.80% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 21,035 | $1.51M | 0.53% | −51−0.2% | Reduced |
| First Bank & Trust | 21,165 | $1.52M | 0.22% | +5,297+33.4% | Added |
| HighPoint Advisor Group LLC | 21,233 | $1.53M | 0.05% | +173+0.8% | Added |
| GoalVest Advisory LLC | 21,275 | $1.53M | 0.28% | −337−1.6% | Reduced |
| Resurgent Financial Advisors LLC | 21,291 | $1.53M | 0.43% | −22−0.1% | Reduced |
| Smith, Moore & Co. | 21,357 | $1.54M | 0.10% | +143+0.7% | Added |
| LaSalle St. Investment Advisors, LLC | 21,476 | $1.55M | 0.19% | −117−0.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 21,497 | $1.55M | 0.14% | −162−0.7% | Reduced |
| AdvisorNet Financial, Inc | 21,557 | $1.55M | 0.07% | −732−3.3% | Reduced |
| Advyzon Investment Management, LLC | 21,561 | $1.55M | 0.11% | +5,581+34.9% | Added |
| Ignite Planners, LLC | 21,567 | $1.55M | 0.21% | −1,587−6.9% | Reduced |
| Crawford Investment Counsel Inc | 21,667 | $1.56M | 0.03% | −63−0.3% | Reduced |
| Everett Harris & Co | 21,810 | $1.57M | 0.02% | −70−0.3% | Reduced |
| Burney Co | 22,012 | $1.58M | 0.04% | −1,830−7.7% | Reduced |
| Kera Capital Partners, Inc. | 22,084 | $1.59M | 0.15% | +630+2.9% | Added |
| Lantz Financial LLC | 22,098 | $1.59M | 0.29% | +1,116+5.3% | Added |
| Ethos Financial Group, LLC | 22,166 | $1.59M | 0.11% | +1,914+9.5% | Added |
| Leavell Investment Management, Inc. | 21,895 | $1.60M | 0.06% | −1,267−5.5% | Reduced |
| Sagewood Asset Management LP | 22,355 | $1.61M | 0.36% | +3,642+19.5% | Added |
| Caldwell Trust Co | 22,385 | $1.61M | 0.13% | −2,590−10.4% | Reduced |
| BKD Wealth Advisors, LLC | 22,439 | $1.61M | 0.03% | +629+2.9% | Added |
| Lee Danner & Bass Inc | 22,539 | $1.62M | 0.09% | −169−0.7% | Reduced |
| Avidian Wealth Solutions, LLC | 22,549 | $1.62M | 0.04% | +958+4.4% | Added |
| Raleigh Capital Management Inc. | 22,788 | $1.64M | 0.52% | +5,162+29.3% | Added |
| Aspetuck Financial Management LLC | 22,875 | $1.65M | 0.97% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 22,900 | $1.65M | 0.02% | +131+0.6% | Added |
| First Horizon Corp | 22,907 | $1.65M | 0.06% | +2,291+11.1% | Added |
| Wedmont Private Capital | 22,967 | $1.65M | 0.05% | +3,695+19.2% | Added |
| Ashton Thomas Securities, LLC | 22,990 | $1.65M | 0.24% | +6,295+37.7% | Added |
| JSF Financial, LLC | 22,996 | $1.65M | 0.27% | +19,367+533.7% | Added |
| Retirement Guys Formula LLC | 23,015 | $1.65M | 0.62% | +1,659+7.8% | Added |
| Armis Advisers, LLC | 23,043 | $1.66M | 0.15% | +14,426+167.4% | Added |
| Capital Financial Group Inc | 23,115 | $1.66M | 0.87% | +109+0.5% | Added |
| KMG Fiduciary Partners, LLC | 23,273 | $1.67M | 0.16% | +9,185+65.2% | Added |
| Maia Wealth LLC | 23,304 | $1.68M | 0.25% | +3,684+18.8% | Added |
| Joel Isaacson & Co., LLC | 23,324 | $1.68M | 0.05% | +152+0.7% | Added |
| Logan Capital Management Inc | 23,424 | $1.69M | 0.06% | +23,424 | New |
| Clear Creek Financial Management, LLC | 23,456 | $1.69M | 0.11% | −421−1.8% | Reduced |
| Arete Wealth Advisors, LLC | 23,479 | $1.69M | 0.11% | +1,077+4.8% | Added |
| Van Eck Associates Corp | 23,546 | $1.69M | 0.00% | −17,406−42.5% | Reduced |
| Keynote Financial Services LLC | 23,585 | $1.70M | 0.79% | −927−3.8% | Reduced |
| WCG Wealth Advisors LLC | 23,587 | $1.70M | 0.04% | −40−0.2% | Reduced |
| Quilter Plc | 23,593 | $1.70M | 0.03% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 23,663 | $1.70M | 0.44% | −1,436−5.7% | Reduced |
| Chicago Trust Co NA | 23,676 | $1.70M | 0.25% | −1,743−6.9% | Reduced |
| Certified Advisory Corp | 23,710 | $1.71M | 0.14% | +90.0% | Added |
| Delta Capital Management LLC | 23,735 | $1.71M | 0.79% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 23,753 | $1.71M | 0.02% | −9,272−28.1% | Reduced |
| Searle & Co. | 23,760 | $1.71M | 0.38% | +290+1.2% | Added |
| Occidental Asset Management, LLC | 23,794 | $1.71M | 0.17% | +12,128+104.0% | Added |
| denkapparat Operations GmbH | 23,930 | $1.72M | 0.56% | +12,954+118.0% | Added |
| Marco Investment Management LLC | 24,089 | $1.73M | 0.11% | 00.0% | Unchanged |
| Syon Capital LLC | 24,134 | $1.74M | 0.08% | +2,365+10.9% | Added |
| Sargent Investment Group, LLC | 24,207 | $1.74M | 0.21% | +455+1.9% | Added |
| Flagship Harbor Advisors, LLC | 24,272 | $1.75M | 0.07% | +336+1.4% | Added |
| Vigil Wealth Management, LLC | 24,300 | $1.75M | 1.25% | 00.0% | Unchanged |
| Retirement Planning Group | 24,648 | $1.77M | 0.05% | +1,611+7.0% | Added |
| Burke & Herbert Bank & Trust Co | 24,692 | $1.78M | 0.44% | −33−0.1% | Reduced |
| Spence Asset Management | 24,812 | $1.78M | 0.42% | +24,812 | New |
| Hohimer Wealth Management, LLC | 24,849 | $1.79M | 0.18% | +446+1.8% | Added |
| San Luis Wealth Advisors LLC | 25,206 | $1.81M | 0.27% | −864−3.3% | Reduced |
| Brady Martz Wealth Solutions, LLC | 25,218 | $1.81M | 0.27% | +291+1.2% | Added |
| Kovitz Investment Group Partners, LLC | 25,253 | $1.82M | 0.04% | −47,423−65.3% | Reduced |
| Rothschild Investment LLC | 25,446 | $1.83M | 0.07% | −22−0.1% | Reduced |
| Frec Markets, Inc. | 25,447 | $1.83M | 0.16% | +10,813+73.9% | Added |
| First City Capital Management, Inc. | 25,483 | $1.83M | 0.89% | −64−0.3% | Reduced |
| Cascade Investment Group, Inc. | 25,547 | $1.84M | 1.03% | −300−1.2% | Reduced |
| Groupama Asset Managment | 25,062 | $1.84M | 0.02% | +483+2.0% | Added |
| Salem Investment Counselors Inc | 25,345 | $1.85M | 0.05% | −955−3.6% | Reduced |
| Key Client Fiduciary Advisors, LLC | 25,757 | $1.85M | 0.54% | +1,729+7.2% | Added |
| Wedgewood Investors Inc | 25,940 | $1.87M | 1.92% | −360−1.4% | Reduced |
| Wealth Alliance | 25,971 | $1.87M | 0.16% | +3,082+13.5% | Added |
| Ostrum Asset Management | 26,184 | $1.88M | 0.09% | +2,700+11.5% | Added |
| International Assets Investment Management, LLC | 69,844 | $1.88M | 0.11% | +36,571+109.9% | Added |
| Allianz SE | 26,305 | $1.89M | 0.02% | +2,277+9.5% | Added |
| LGT Group Foundation | 26,610 | $1.91M | 0.02% | +7,970+42.8% | Added |
| Rossmore Private Capital | 26,355 | $1.92M | 0.16% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 26,781 | $1.93M | 0.15% | +21+0.1% | Added |
| Taylor Hoffman Capital Management LLC | 26,858 | $1.93M | 0.47% | +40.0% | Added |
| Adviser Investments LLC | 26,879 | $1.93M | 0.02% | +333+1.3% | Added |
| Aprio Wealth Management, LLC | 27,111 | $1.95M | 0.10% | +1,988+7.9% | Added |
| P.A.W. Capital Corp | 27,150 | $1.95M | 1.50% | −450−1.6% | Reduced |
| Jacobi Capital Management LLC | 27,220 | $1.96M | 0.10% | −18−0.1% | Reduced |
| FIL Ltd | 27,298 | $1.96M | 0.00% | +7,926+40.9% | Added |
| Stratos Wealth Advisors, LLC | 27,499 | $1.98M | 0.11% | +4,747+20.9% | Added |
| Left Brain Wealth Management, LLC | 27,518 | $1.98M | 0.60% | +246+0.9% | Added |
| Valeo Financial Advisors, LLC | 27,560 | $1.98M | 0.04% | −3,641−11.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 27,626 | $1.99M | 0.24% | +661+2.5% | Added |
| Arvest Bank Trust Division | 27,636 | $1.99M | 0.10% | +21,961+387.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 27,718 | $1.99M | 0.20% | −25,612−48.0% | Reduced |
| Berkshire Asset Management LLC | 27,804 | $2.00M | 0.08% | −301−1.1% | Reduced |