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: 18 institutions have reported holding MO so far. See Q3 2026
- Institutional holders
- 2,574
- +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
- 1,140 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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 73,323 | $5.28M | 0.07% | −805−1.1% | Reduced |
| PFG Investments, LLC | 73,508 | $5.29M | 0.20% | +5,519+8.1% | Added |
| Argent Trust Co | 74,104 | $5.33M | 0.15% | +16,022+27.6% | Added |
| EFG International AG | 74,832 | $5.38M | 0.10% | −9,297−11.1% | Reduced |
| LVM Capital Management Ltd | 74,967 | $5.39M | 0.45% | −50.0% | Reduced |
| Arrow Capital Pty Ltd | 75,000 | $5.40M | 4.59% | +75,000 | New |
| Lowe Brockenbrough & Co Inc | 75,186 | $5.41M | 0.24% | −719−0.9% | Reduced |
| Heritage Wealth Advisors | 75,482 | $5.43M | 0.19% | −6,213−7.6% | Reduced |
| Connecticut Wealth Management, LLC | 75,849 | $5.46M | 0.20% | +72,758+2,353.9% | Added |
| We Are One Seven, LLC | 76,034 | $5.46M | 0.09% | +11,882+18.5% | Added |
| Principal Securities, Inc. | 76,000 | $5.47M | 0.07% | −4,072−5.1% | Reduced |
| Cypress Capital Group | 76,169 | $5.48M | 0.51% | +1,105+1.5% | Added |
| IHT Wealth Management, LLC | 76,309 | $5.49M | 0.12% | −1,918−2.5% | Reduced |
| Prosperitas Financial LLC | 76,848 | $5.53M | 1.77% | +6,471+9.2% | Added |
| Pittenger & Anderson Inc | 77,185 | $5.55M | 0.20% | +68,349+773.5% | Added |
| Boston Private Wealth LLC | 77,348 | $5.57M | 0.35% | −5,494−6.6% | Reduced |
| Kinloch Capital, LLC | 77,424 | $5.57M | 2.04% | +2,402+3.2% | Added |
| Edmp, Inc. | 77,690 | $5.59M | 4.50% | +368+0.5% | Added |
| Summit Financial, LLC | 76,585 | $5.59M | 0.06% | +6,468+9.2% | Added |
| Hourglass Capital, LLC | 78,090 | $5.62M | 1.11% | +19,607+33.5% | Added |
| Johnson Investment Counsel Inc | 78,147 | $5.62M | 0.04% | −1,193−1.5% | Reduced |
| Sigma Planning Corp | 78,957 | $5.68M | 0.14% | +9,969+14.5% | Added |
| Bellecapital International Ltd. | 79,059 | $5.69M | 0.91% | +6,388+8.8% | Added |
| ExodusPoint Capital Management, LP | 79,339 | $5.71M | 0.05% | +79,339 | New |
| Meiji Yasuda Asset Management Co Ltd. | 79,392 | $5.71M | 0.26% | +5,000+6.7% | Added |
| Squarepoint Ops LLC | 79,509 | $5.72M | 0.01% | −446,122−84.9% | Reduced |
| Sagespring Wealth Partners, LLC | 79,743 | $5.74M | 0.09% | +3,195+4.2% | Added |
| Archford Capital Strategies, LLC | 80,096 | $5.76M | 0.58% | +857+1.1% | Added |
| Investmark Advisory Group LLC | 81,103 | $5.84M | 2.22% | +555+0.7% | Added |
| Prospera Financial Services Inc | 81,161 | $5.84M | 0.08% | −6,944−7.9% | Reduced |
| Intech Investment Management LLC | 81,232 | $5.84M | 0.05% | −43,617−34.9% | Reduced |
| CFM Wealth Partners LLC | 81,261 | $5.85M | 0.75% | −1,761−2.1% | Reduced |
| Freestone Capital Holdings, LLC | 81,530 | $5.87M | 0.15% | +1,941+2.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 81,993 | $5.90M | 0.17% | −11,141−12.0% | Reduced |
| Glenview Trust Co | 82,092 | $5.91M | 0.08% | +183+0.2% | Added |
| Promethium Advisors,llc | 80,975 | $5.91M | 2.84% | +2,220+2.8% | Added |
| Thrivent Financial for Lutherans | 82,359 | $5.93M | 0.01% | −2,522−3.0% | Reduced |
| Strategy Asset Managers LLC | 83,186 | $5.99M | 0.89% | +2,660+3.3% | Added |
| New Mexico Educational Retirement Board | 83,495 | $6.01M | 0.15% | +6,900+9.0% | Added |
| Bleakley Financial Group, LLC | 83,585 | $6.01M | 0.08% | +8,863+11.9% | Added |
| Dean Investment Associates, LLC | 83,696 | $6.02M | 0.79% | −12,349−12.9% | Reduced |
| Louisiana State Employees Retirement System | 85,300 | $6.14M | 0.09% | −200−0.2% | Reduced |
| Jupiter Topco LLC | 85,566 | $6.16M | 0.00% | +85,566 | New |
| Park Circle Co | 86,050 | $6.19M | 5.46% | 00.0% | Unchanged |
| Hollencrest Capital Management | 86,360 | $6.21M | 0.41% | +519+0.6% | Added |
| Stony Point Wealth Management Inc. | 86,397 | $6.22M | 2.20% | −3,438−3.8% | Reduced |
| Baugh & Associates, LLC | 86,599 | $6.23M | 2.76% | −9,323−9.7% | Reduced |
| Stratos Wealth Partners, LTD. | 87,026 | $6.26M | 0.06% | +7,339+9.2% | Added |
| Opal Capital LLC | 87,116 | $6.27M | 1.12% | +11,346+15.0% | Added |
| Waterloo Capital, L.P. | 87,133 | $6.27M | 0.35% | −6,496−6.9% | Reduced |
| Perigon Wealth Management, LLC | 87,304 | $6.28M | 0.10% | +1,954+2.3% | Added |
| TrueMark Investments, LLC | 87,364 | $6.29M | 0.79% | +11,346+14.9% | Added |
| Whittier Trust Co of Nevada Inc | 86,315 | $6.30M | 0.12% | −6,182−6.7% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 87,550 | $6.30M | 1.84% | −7,980−8.4% | Reduced |
| Tyche Wealth Partners LLC | 87,728 | $6.31M | 0.89% | +1,167+1.3% | Added |
| Massmutual Trust Co FSB | 88,262 | $6.35M | 0.16% | −1,422−1.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 89,212 | $6.42M | 0.06% | +5,240+6.2% | Added |
| Newport Trust Co | 89,463 | $6.44M | 0.02% | +803+0.9% | Added |
| Trexquant Investment LP | 89,537 | $6.44M | 0.04% | +57,372+178.4% | Added |
| Financial Advisors Network, Inc. | 89,544 | $6.44M | 0.79% | +4,037+4.7% | Added |
| Maryland State Retirement & Pension System | 89,550 | $6.44M | 0.11% | +5,179+6.1% | Added |
| Coston, McIsaac & Partners | 89,599 | $6.45M | 1.30% | +2,895+3.3% | Added |
| Ascent Group, LLC | 90,290 | $6.50M | 0.19% | −2,632−2.8% | Reduced |
| Symphony Financial, Ltd. Co. | 87,957 | $6.50M | 0.71% | +2,702+3.2% | Added |
| Meyer Handelman Co | 90,463 | $6.51M | 0.18% | 00.0% | Unchanged |
| Walleye Capital LLC | 91,398 | $6.58M | 0.03% | +87,864+2,486.2% | Added |
| Fred Alger Management, LLC | 90,473 | $6.61M | 0.02% | +3,349+3.8% | Added |
| Rathbone Brothers plc | 92,333 | $6.64M | 0.02% | +1,222+1.3% | Added |
| Aua Capital Management, LLC | 92,369 | $6.65M | 3.08% | 00.0% | Unchanged |
| Hartford Investment Management Co | 92,424 | $6.65M | 0.19% | −3,530−3.7% | Reduced |
| Level Four Advisory Services, LLC | 93,412 | $6.72M | 0.19% | −5,885−5.9% | Reduced |
| Diversify Wealth Management, LLC | 92,376 | $6.73M | 0.11% | +1,208+1.3% | Added |
| Diversify Advisory Services, LLC | 92,376 | $6.73M | 0.11% | +77,310+513.1% | Added |
| Park Avenue Securities LLC | 93,905 | $6.76M | 0.04% | −781−0.8% | Reduced |
| Financial Security Advisor, Inc. | 92,622 | $6.76M | 1.10% | −2,698−2.8% | Reduced |
| Whittier Trust Co | 95,513 | $6.87M | 0.07% | +230.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 94,171 | $6.87M | 0.80% | −10,500−10.0% | Reduced |
| United Capital Financial Advisers, LLC | 96,246 | $6.92M | 0.04% | −914−0.9% | Reduced |
| Commonwealth Retirement Investments LLC | 96,961 | $6.98M | 1.89% | −22,724−19.0% | Reduced |
| BBR Partners, LLC | 97,812 | $7.04M | 0.33% | −20.0% | Reduced |
| Sowell Financial Services LLC | 97,813 | $7.04M | 0.23% | −246−0.3% | Reduced |
| Kingsview Wealth Management, LLC | 97,867 | $7.04M | 0.09% | −13,201−11.9% | Reduced |
| Summit Trail Advisors, LLC | 98,122 | $7.06M | 0.09% | −7,548−7.1% | Reduced |
| Rbo & Co LLC | 98,239 | $7.07M | 1.13% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 98,330 | $7.07M | 0.13% | +19,643+25.0% | Added |
| Altrius Capital Management Inc | 99,268 | $7.14M | 1.36% | +989+1.0% | Added |
| Annex Advisory Services, LLC | 99,819 | $7.18M | 0.12% | +45,211+82.8% | Added |
| Convergence Investment Partners, LLC | 99,877 | $7.19M | 0.68% | +27,502+38.0% | Added |
| Salomon & Ludwin, LLC | 101,548 | $7.26M | 0.60% | −93−0.1% | Reduced |
| Fideuram Asset Management (Ireland) dac | 103,907 | $7.30M | 0.14% | +39,873+62.3% | Added |
| Central Trust Co | 103,245 | $7.43M | 0.13% | −3,872−3.6% | Reduced |
| Avantax Planning Partners, Inc. | 104,327 | $7.51M | 0.19% | −998−0.9% | Reduced |
| Ar Asset Management Inc | 104,401 | $7.51M | 1.38% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 104,863 | $7.54M | 0.12% | +104,863 | New |
| Keystone Financial Planning, Inc. | 105,487 | $7.59M | 1.96% | −1,716−1.6% | Reduced |
| Eagle Global Advisors LLC | 105,551 | $7.59M | 0.25% | −235−0.2% | Reduced |
| Norinchukin Bank, The | 105,807 | $7.61M | 0.07% | +1,022+1.0% | Added |
| Kentucky Retirement Systems | 106,495 | $7.66M | 0.19% | −58,629−35.5% | Reduced |
| Investment Management Corp of Ontario | 106,589 | $7.67M | 0.10% | −13,500−11.2% | Reduced |
| Howard Capital Management Inc. | 107,257 | $7.72M | 0.09% | +30,694+40.1% | Added |