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 |
|---|---|---|---|---|---|
| KFA Private Wealth Group, LLC | 36,061 | $2.59M | 0.62% | −155−0.4% | Reduced |
| Savvy Advisors, Inc. | 36,100 | $2.60M | 0.06% | +3,303+10.1% | Added |
| Hilltop Holdings Inc. | 36,121 | $2.60M | 0.21% | −3,792−9.5% | Reduced |
| RKL Wealth Management LLC | 36,196 | $2.60M | 0.21% | +267+0.7% | Added |
| Citizens Financial Group Inc | 36,396 | $2.62M | 0.03% | +6,213+20.6% | Added |
| Personal Cfo Solutions, LLC | 35,907 | $2.62M | 0.38% | −198−0.5% | Reduced |
| Edgar Lomax Co | 36,640 | $2.64M | 0.20% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 36,769 | $2.65M | 0.03% | +24,514+200.0% | Added |
| Trust Co of Toledo NA | 36,814 | $2.65M | 0.22% | +3,365+10.1% | Added |
| North Star Asset Management Inc | 36,820 | $2.65M | 0.10% | +582+1.6% | Added |
| Wedbush Securities Inc | 36,884 | $2.65M | 0.07% | +174+0.5% | Added |
| Smartleaf Asset Management LLC | 35,946 | $2.66M | 0.09% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 37,344 | $2.69M | 0.16% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 37,381 | $2.69M | 0.24% | +3,077+9.0% | Added |
| Morningstar Investment Management LLC | 40,785 | $2.69M | 0.17% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 37,445 | $2.69M | 1.19% | −100−0.3% | Reduced |
| Applied Finance Capital Management, LLC | 37,486 | $2.70M | 0.20% | +37,486 | New |
| Cary Street Partners Financial LLC | 37,712 | $2.71M | 0.06% | −1,670−4.2% | Reduced |
| Kovack Advisors, Inc. | 37,863 | $2.71M | 0.13% | +4,135+12.3% | Added |
| Formidable Asset Management, LLC | 41,143 | $2.72M | 0.43% | +3,562+9.5% | Added |
| Brighton Jones LLC | 37,885 | $2.73M | 0.05% | +1,775+4.9% | Added |
| Meitav Dash Investments Ltd | 38,158 | $2.75M | 0.02% | −13,185−25.7% | Reduced |
| Belpointe Asset Management LLC | 38,394 | $2.76M | 0.09% | −1,120−2.8% | Reduced |
| Voleon Capital Management LP | 38,726 | $2.79M | 0.05% | +958+2.5% | Added |
| Procyon Private Wealth Partners, LLC | 38,779 | $2.79M | 0.12% | −147−0.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 38,957 | $2.80M | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 39,055 | $2.81M | 0.05% | −1,292−3.2% | Reduced |
| Bahl & Gaynor Inc | 39,136 | $2.82M | 0.01% | +363+0.9% | Added |
| Koshinski Asset Management, Inc. | 39,141 | $2.82M | 0.15% | −3,575−8.4% | Reduced |
| Madden Securities Corp | 39,174 | $2.82M | 0.78% | −2,485−6.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 39,280 | $2.83M | 0.11% | +4,765+13.8% | Added |
| Whitener Capital Management, Inc. | 39,358 | $2.83M | 0.60% | +626+1.6% | Added |
| Precedent Wealth Partners, LLC | 39,421 | $2.84M | 0.47% | +3,090+8.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 39,667 | $2.85M | 0.02% | +2,994+8.2% | Added |
| Essex Financial Services, Inc. | 39,682 | $2.86M | 0.14% | −341−0.9% | Reduced |
| Alley Investment Management Company, LLC | 39,966 | $2.88M | 0.34% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 40,219 | $2.89M | 0.29% | +349+0.9% | Added |
| Callan Family Office, LLC | 40,461 | $2.91M | 0.06% | +975+2.5% | Added |
| CX Institutional | 40,496 | $2.91M | 0.08% | +1,133+2.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 40,505 | $2.91M | 0.01% | −47,341−53.9% | Reduced |
| Rayburn West Financial Services LLC | 40,516 | $2.92M | 1.61% | −150−0.4% | Reduced |
| TD Private Client Wealth LLC | 40,746 | $2.93M | 0.05% | +8,029+24.5% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 40,808 | $2.94M | 0.01% | −1,664−3.9% | Reduced |
| Steel Peak Wealth Management LLC | 40,601 | $2.97M | 0.08% | −1,318−3.1% | Reduced |
| Machina Capital S.A.S. | 41,250 | $2.97M | 0.47% | +25,397+160.2% | Added |
| DoubleLine ETF Adviser LP | 41,476 | $2.98M | 1.23% | +41,476 | New |
| John Boyer, Inc. | 41,560 | $2.99M | 2.59% | +898+2.2% | Added |
| Deltec Asset Management LLC | 41,632 | $3.00M | 0.44% | 00.0% | Unchanged |
| Next Level Private LLC | 41,700 | $3.00M | 0.59% | +237+0.6% | Added |
| Silvercrest Asset Management Group LLC | 41,732 | $3.00M | 0.02% | −42−0.1% | Reduced |
| Stolper Co | 41,966 | $3.02M | 0.78% | +632+1.5% | Added |
| Canada Post Corp Registered Pension Plan | 42,088 | $3.03M | 0.11% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 42,183 | $3.04M | 0.78% | +787+1.9% | Added |
| Welch Group, LLC | 42,273 | $3.04M | 0.10% | +32+0.1% | Added |
| WealthCare Investment Partners, LLC | 42,618 | $3.07M | 0.75% | +5,022+13.4% | Added |
| Segall Bryant & Hamill, LLC | 42,763 | $3.08M | 0.04% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 42,149 | $3.08M | 0.05% | +561+1.3% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 42,836 | $3.08M | 1.85% | −12,783−23.0% | Reduced |
| Jain Global LLC | 42,950 | $3.09M | 0.04% | −86,514−66.8% | Reduced |
| HF Advisory Group, LLC | 42,957 | $3.09M | 0.96% | +1,506+3.6% | Added |
| Parthenon LLC | 43,227 | $3.11M | 0.32% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 43,340 | $3.12M | 0.04% | −8,060−15.7% | Reduced |
| Ethic Inc. | 43,342 | $3.12M | 0.04% | −2,673−5.8% | Reduced |
| Trust Co of Vermont | 43,432 | $3.12M | 0.12% | +43,432 | New |
| Nicolet Bankshares Inc | 43,487 | $3.13M | 0.10% | +1,181+2.8% | Added |
| NBT Bank N A | 43,487 | $3.13M | 0.21% | −1,328−3.0% | Reduced |
| Hayek Kallen Investment Management | 43,485 | $3.13M | 0.95% | +312+0.7% | Added |
| Parallel Advisors, LLC | 43,929 | $3.16M | 0.05% | +377+0.9% | Added |
| Ausdal Financial Partners, Inc. | 44,004 | $3.17M | 0.12% | +432+1.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 44,194 | $3.18M | 0.19% | −199−0.4% | Reduced |
| Radnor Capital Management, LLC | 44,196 | $3.18M | 0.45% | 00.0% | Unchanged |
| Signaturefd, LLC | 44,197 | $3.18M | 0.04% | +3,560+8.8% | Added |
| Wealthcare Advisory Partners LLC | 44,220 | $3.18M | 0.06% | −11,862−21.2% | Reduced |
| Private Trust Co NA | 44,532 | $3.20M | 0.26% | +2,655+6.3% | Added |
| Geneos Wealth Management Inc. | 44,846 | $3.23M | 0.07% | −1,139−2.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 45,283 | $3.26M | 0.08% | +1,411+3.2% | Added |
| Securian Asset Management, Inc | 44,375 | $3.29M | 0.12% | −1,164−2.6% | Reduced |
| Simplicity Wealth,LLC | 45,855 | $3.30M | 0.11% | +5,237+12.9% | Added |
| Coldstream Capital Management Inc | 46,004 | $3.31M | 0.04% | −1,284−2.7% | Reduced |
| HBW Advisory Services LLC | 46,016 | $3.31M | 0.30% | +510+1.1% | Added |
| Hunter Associates Investment Management LLC | 46,315 | $3.33M | 0.38% | +583+1.3% | Added |
| Peapack Gladstone Financial Corp | 46,483 | $3.35M | 0.04% | +327+0.7% | Added |
| Wesbanco Bank Inc | 47,036 | $3.38M | 0.08% | +9,092+24.0% | Added |
| Trust Co of Virginia | 47,161 | $3.39M | 0.26% | −974−2.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 46,709 | $3.40M | 0.06% | +2,890+6.6% | Added |
| Asset Planning,Inc | 47,370 | $3.41M | 2.21% | −1,728−3.5% | Reduced |
| Peak Retirement Planning, Inc. | 47,507 | $3.42M | 0.54% | +11,311+31.2% | Added |
| Independent Financial Group, LLC | 47,637 | $3.43M | 0.06% | −3,629−7.1% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 47,710 | $3.43M | 0.51% | +12,240+34.5% | Added |
| Scotia Capital Inc. | 47,845 | $3.44M | 0.01% | −6,115−11.3% | Reduced |
| Moneta Group Investment Advisors LLC | 48,221 | $3.47M | 0.03% | +4,320+9.8% | Added |
| Resources Investment Advisors, LLC. | 48,361 | $3.48M | 0.03% | −295−0.6% | Reduced |
| Allen Investment Management LLC | 48,372 | $3.48M | 0.04% | 00.0% | Unchanged |
| Sapient Capital LLC | 47,764 | $3.48M | 0.05% | +1,619+3.5% | Added |
| Clark Estates Inc | 48,613 | $3.50M | 0.81% | 00.0% | Unchanged |
| RFG Advisory, LLC | 48,719 | $3.51M | 0.05% | +6,872+16.4% | Added |
| Laird Norton Trust Company, LLC | 48,052 | $3.51M | 0.07% | +524+1.1% | Added |
| IFP Advisors, Inc | 48,848 | $3.51M | 0.06% | −6,394−11.6% | Reduced |
| Associated Banc-Corp | 49,054 | $3.53M | 0.08% | +2,959+6.4% | Added |
| Gerald Baker Financial Group LLC | 49,174 | $3.54M | 1.01% | +220.0% | Added |