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 |
|---|---|---|---|---|---|
| Applied Capital LLC | 27,831 | $2.00M | 1.34% | +20.0% | Added |
| Modern Wealth Management, LLC | 27,889 | $2.01M | 0.02% | +5,016+21.9% | Added |
| Waters Parkerson & Co., LLC | 28,004 | $2.01M | 0.10% | −2,050−6.8% | Reduced |
| HBK Sorce Advisory LLC | 29,509 | $2.02M | 0.04% | +1,539+5.5% | Added |
| Cornerstone Select Advisors, LLC | 28,195 | $2.03M | 0.85% | +6,098+27.6% | Added |
| Intrust Bank NA | 28,254 | $2.03M | 0.15% | +997+3.7% | Added |
| TCW Group Inc | 28,273 | $2.03M | 0.01% | +495+1.8% | Added |
| Bradley Foster & Sargent Inc | 28,313 | $2.04M | 0.03% | −1,723−5.7% | Reduced |
| Quadrant Capital Group LLC | 28,315 | $2.04M | 0.06% | +2,914+11.5% | Added |
| VestGen Advisors, LLC | 28,379 | $2.04M | 0.06% | +1,880+7.1% | Added |
| Spire Wealth Management | 28,416 | $2.04M | 0.06% | +8,346+41.6% | Added |
| Green Square Capital Advisors LLC | 28,450 | $2.05M | 0.19% | +20.0% | Added |
| Entropy Technologies, LP | 28,505 | $2.05M | 0.08% | −179,404−86.3% | Reduced |
| Parsons Capital Management Inc | 28,553 | $2.05M | 0.09% | −227−0.8% | Reduced |
| Legacy Private Trust Co. | 28,675 | $2.06M | 0.12% | −2,534−8.1% | Reduced |
| LMCG Investments, LLC | 28,675 | $2.06M | 0.11% | +221+0.8% | Added |
| Apella Capital, LLC | 28,418 | $2.07M | 0.03% | +72+0.3% | Added |
| Beacon Financial Group | 28,882 | $2.08M | 0.19% | −1,242−4.1% | Reduced |
| Integrated Advisors Network LLC | 28,916 | $2.08M | 0.10% | +4,249+17.2% | Added |
| Tower Research Capital LLC (TRC) | 28,942 | $2.08M | 0.05% | −39,094−57.5% | Reduced |
| Metis Global Partners, LLC | 29,061 | $2.09M | 0.05% | −7,564−20.7% | Reduced |
| M Holdings Securities, Inc. | 28,336 | $2.09M | 0.29% | −357−1.2% | Reduced |
| Fortis Group Advisors, LLC | 29,091 | $2.09M | 0.33% | −182−0.6% | Reduced |
| Morris Retirement Advisors, LLC | 29,199 | $2.10M | 0.76% | +29,199 | New |
| X-Square Capital, LLC | 29,313 | $2.11M | 0.54% | +662+2.3% | Added |
| Twin Tree Management, LP | 29,330 | $2.11M | 0.33% | +29,330 | New |
| Finer Wealth Management, Inc. | 29,368 | $2.11M | 0.94% | +3,246+12.4% | Added |
| Lynch & Associates | 29,424 | $2.12M | 0.37% | +335+1.2% | Added |
| Measured Risk Portfolios, Inc. | 29,495 | $2.12M | 1.89% | −2,778−8.6% | Reduced |
| AlphaStar Capital Management, LLC | 29,683 | $2.14M | 0.14% | −35,334−54.3% | Reduced |
| Daymark Wealth Partners, LLC | 29,755 | $2.14M | 0.05% | −772−2.5% | Reduced |
| Crestwood Advisors Group LLC | 29,799 | $2.14M | 0.03% | +2,784+10.3% | Added |
| Tema ETFs LLC | 30,004 | $2.16M | 0.07% | +2,900+10.7% | Added |
| Sharpepoint LLC | 30,008 | $2.16M | 1.08% | +1,610+5.7% | Added |
| Independence Bank of Kentucky | 30,063 | $2.16M | 0.24% | −785−2.5% | Reduced |
| Westwood Holdings Group Inc. | 30,208 | $2.17M | 0.02% | +20,667+216.6% | Added |
| WealthCare Asset Management, LLC | 30,232 | $2.18M | 0.91% | +30,232 | New |
| Griffin Asset Management, Inc. | 30,256 | $2.18M | 0.23% | +1,242+4.3% | Added |
| Hilton Head Capital Partners, LLC | 30,290 | $2.18M | 1.10% | +62+0.2% | Added |
| Marino, Stram & Associates LLC | 30,392 | $2.19M | 0.35% | +184+0.6% | Added |
| Silverlake Wealth Management LLC | 30,401 | $2.19M | 0.42% | +1,078+3.7% | Added |
| HM Payson & Co | 30,452 | $2.19M | 0.03% | −17,995−37.1% | Reduced |
| Focus Financial Network, Inc. | 30,480 | $2.19M | 0.07% | +4,295+16.4% | Added |
| Brandywine Trust Co | 30,814 | $2.22M | 0.36% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 31,060 | $2.23M | 0.10% | −343−1.1% | Reduced |
| Security National Bank | 31,147 | $2.24M | 0.27% | 00.0% | Unchanged |
| Ti-Trust, Inc | 31,205 | $2.25M | 1.21% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 31,208 | $2.25M | 0.95% | +48+0.2% | Added |
| Ellenbecker Investment Group | 31,267 | $2.25M | 0.26% | −248−0.8% | Reduced |
| Paradigm Capital Management, LLC | 31,436 | $2.26M | 1.95% | +24+0.1% | Added |
| Axxcess Wealth Management, LLC | 31,448 | $2.26M | 0.04% | +1,615+5.4% | Added |
| one8zero8, LLC | 31,504 | $2.27M | 0.45% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 31,908 | $2.30M | 0.07% | +705+2.3% | Added |
| Silver Oak Securities, Inc | 32,082 | $2.31M | 0.14% | +180+0.6% | Added |
| King Luther Capital Management Corp | 32,123 | $2.31M | 0.01% | −226−0.7% | Reduced |
| Keudell/Morrison Wealth Management | 32,126 | $2.31M | 0.44% | +1,986+6.6% | Added |
| Mechanics Bank Trust Department | 32,344 | $2.33M | 0.29% | −702−2.1% | Reduced |
| Affinity Investment Advisors, LLC | 32,548 | $2.34M | 1.19% | +2,066+6.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 32,566 | $2.34M | 0.00% | +918+2.9% | Added |
| Poehling Capital Management, LLC | 32,659 | $2.35M | 0.50% | +1,626+5.2% | Added |
| Kavar Capital Partners Group, LLC | 32,665 | $2.35M | 0.29% | +318+1.0% | Added |
| Weinberger Asset Management, Inc | 34,539 | $2.36M | 0.76% | +26+0.1% | Added |
| Bokf, NA | 32,831 | $2.36M | 0.03% | −60,976−65.0% | Reduced |
| Burford Brothers, Inc. | 32,891 | $2.37M | 0.87% | −7,933−19.4% | Reduced |
| Charles Schwab Trust Co | 33,081 | $2.38M | 0.13% | +27,000+444.0% | Added |
| Cherokee Insurance Co | 33,139 | $2.38M | 0.92% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 33,222 | $2.39M | 0.07% | −21,913−39.7% | Reduced |
| Drucker Wealth 3.0, LLC | 33,255 | $2.39M | 0.38% | +1,986+6.4% | Added |
| WP Advisors, LLC | 33,317 | $2.40M | 0.58% | −271−0.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,406 | $2.40M | 0.01% | −14,585−30.4% | Reduced |
| Prudential PLC | 33,416 | $2.40M | 0.02% | −496−1.5% | Reduced |
| Umb Bank N A | 33,631 | $2.42M | 0.03% | −313−0.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 33,665 | $2.42M | 0.07% | −896−2.6% | Reduced |
| Midwest Trust Co | 33,692 | $2.42M | 0.03% | +9,085+36.9% | Added |
| Harbor Capital Advisors, Inc. | 33,770 | $2.43M | 0.17% | −58−0.2% | Reduced |
| XTX Topco Ltd | 33,896 | $2.44M | 0.03% | −64,995−65.7% | Reduced |
| Sepio Capital, LP | 33,956 | $2.44M | 0.12% | −1,537−4.3% | Reduced |
| Greenleaf Trust | 33,970 | $2.44M | 0.02% | −650−1.9% | Reduced |
| South State Corp. | 34,074 | $2.45M | 0.10% | −543−1.6% | Reduced |
| Miramontes Capital, LLC | 34,101 | $2.45M | 0.76% | −3,159−8.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 34,179 | $2.46M | 0.05% | −107−0.3% | Reduced |
| Ceera Investments, LLC | 34,365 | $2.47M | 1.05% | −1,598−4.4% | Reduced |
| Bogart Wealth, LLC | 34,468 | $2.48M | 0.09% | +1,219+3.7% | Added |
| Western Wealth Management, LLC | 34,472 | $2.48M | 0.08% | +68+0.2% | Added |
| Alerus Financial NA | 34,492 | $2.48M | 0.11% | +16,298+89.6% | Added |
| Paradigm Financial Partners, LLC | 34,519 | $2.48M | 0.23% | +17,405+101.7% | Added |
| Whalerock Point Partners, LLC | 34,702 | $2.50M | 0.43% | +15,000+76.1% | Added |
| CBOE Vest Financial, LLC | 34,762 | $2.50M | 0.03% | +556+1.6% | Added |
| Shoker Investment Counsel, Inc. | 34,762 | $2.50M | 0.63% | +2,164+6.6% | Added |
| Doliver Advisors, LP | 34,885 | $2.51M | 0.57% | +90.0% | Added |
| Optimist Retirement Group LLC | 35,050 | $2.52M | 0.97% | −263−0.7% | Reduced |
| Indivisible Partners | 35,061 | $2.52M | 0.14% | +1,698+5.1% | Added |
| Baldwin Brothers Inc | 35,104 | $2.53M | 0.17% | −10,486−23.0% | Reduced |
| Atomi Financial Group, Inc. | 35,245 | $2.54M | 0.07% | +7,171+25.5% | Added |
| United Advisor Group, LLC | 35,245 | $2.54M | 0.27% | −192−0.5% | Reduced |
| Washington Trust Bank | 35,313 | $2.54M | 0.18% | −234−0.7% | Reduced |
| Fulton Bank, N.A. | 35,500 | $2.55M | 0.08% | +5,961+20.2% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 35,634 | $2.56M | 0.08% | −52,042−59.4% | Reduced |
| Jamison Private Wealth Management, Inc. | 35,770 | $2.57M | 0.27% | +84+0.2% | Added |
| Investors Asset Management of Georgia Inc | 35,969 | $2.59M | 0.90% | +40.0% | Added |