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 |
|---|---|---|---|---|---|
| Regatta Research & Money Management | 1,033 | $74.3K | 0.07% | +1,033 | New |
| Walsh & Associates, LLC | 1,034 | $74.4K | 0.06% | 00.0% | Unchanged |
| Tacita Capital Inc | 1,037 | $74.6K | 0.04% | −63−5.7% | Reduced |
| New England Capital Financial Advisors LLC | 1,038 | $74.7K | 0.02% | +14+1.4% | Added |
| Copia Wealth Management | 1,063 | $76.5K | 0.05% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1,064 | $76.6K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,067 | $76.8K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 925 | $77.4K | 0.02% | +13+1.4% | Added |
| VSM Wealth Advisory, LLC | 1,080 | $77.7K | 0.02% | +9+0.8% | Added |
| Penserra Capital Management LLC | 1,095 | $78.0K | 0.00% | +954+676.6% | Added |
| Tower View Investment Management & Research LLC | 1,085 | $78.0K | 0.03% | +16+1.5% | Added |
| Brown, Lisle/Cummings, Inc. | 1,088 | $78.3K | 0.02% | +38+3.6% | Added |
| Bruce G. Allen Investments, LLC | 1,092 | $78.6K | 0.05% | +87+8.7% | Added |
| AXS Investments LLC | 1,107 | $79.6K | 0.02% | −61−5.2% | Reduced |
| McDonald Partners LLC | 1,115 | $80.2K | 0.02% | +1,115 | New |
| Lipe & Dalton | 1,125 | $81.0K | 0.04% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1,128 | $81.2K | 0.06% | +8+0.7% | Added |
| Caitlin John, LLC | 1,150 | $82.7K | 0.05% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,158 | $83.3K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,176 | $84.6K | 0.03% | +62+5.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,175 | $84.7K | 0.03% | +4+0.3% | Added |
| Wolff Wiese Magana LLC | 1,192 | $85.7K | 0.04% | +10+0.8% | Added |
| First PREMIER Bank | 1,190 | $86.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,200 | $86.3K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 1,202 | $86.5K | 0.03% | +50+4.3% | Added |
| Boyd Watterson Asset Management LLC | 1,234 | $88.8K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 1,240 | $89.2K | 0.02% | 00.0% | Unchanged |
| Insight Financial Services | 1,240 | $89.2K | 0.04% | 00.0% | Unchanged |
| Birchbrook, Inc. | 1,250 | $89.9K | 0.04% | 00.0% | Unchanged |
| Vision Retirement, LLC | 1,264 | $91.0K | 0.02% | +286+29.2% | Added |
| Gen-Wealth Partners Inc | 1,292 | $93.0K | 0.03% | +53+4.3% | Added |
| Hickory Point Bank & Trust | 1,300 | $93.5K | 0.06% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,300 | $93.5K | 0.02% | +200+18.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,301 | $93.6K | 0.00% | −291−18.3% | Reduced |
| Granite FO LLC | 1,302 | $93.7K | 0.05% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,290 | $94.2K | 0.00% | −1,069−45.3% | Reduced |
| Curat Global, LLC | 1,316 | $94.7K | 0.08% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 1,300 | $94.9K | 0.07% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 1,337 | $96.2K | 0.02% | −150−10.1% | Reduced |
| JPL Wealth Management, LLC | 1,343 | $96.6K | 0.02% | +39+3.0% | Added |
| Evermay Wealth Management LLC | 1,334 | $97.4K | 0.01% | +14+1.1% | Added |
| Keating Financial Advisory Services, Inc. | 1,365 | $98.2K | 0.01% | +253+22.8% | Added |
| Community Bank, N.A. | 1,394 | $100.3K | 0.01% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 1,402 | $100.9K | 0.08% | +4+0.3% | Added |
| Bell Investment Advisors, Inc | 1,408 | $101.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,457 | $106.4K | 0.01% | +200+15.9% | Added |
| Acumen Wealth Advisors, LLC | 1,462 | $106.8K | 0.02% | +3+0.2% | Added |
| Axiom Investment Management LLC | 1,499 | $107.9K | 0.07% | −2,085−58.2% | Reduced |
| First Community Trust NA | 1,500 | $107.9K | 0.05% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,500 | $108.0K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1,516 | $109.2K | 0.01% | +136+9.9% | Added |
| Evolution Wealth Management Inc. | 1,551 | $111.6K | 0.07% | +652+72.5% | Added |
| BFSG, LLC | 1,569 | $112.9K | 0.01% | −37−2.3% | Reduced |
| Hillsdale Investment Management Inc. | 1,580 | $113.7K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,600 | $115.1K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 1,610 | $115.8K | 0.06% | +20+1.3% | Added |
| Corsicana & Co. | 1,615 | $116.2K | 0.06% | +759+88.7% | Added |
| REAP Financial Group, LLC | 1,626 | $117.0K | 0.02% | +44+2.8% | Added |
| Proffitt & Goodson Inc | 1,650 | $118.7K | 0.02% | 00.0% | Unchanged |
| Peterson Wealth Management | 1,671 | $120.2K | 0.06% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,677 | $120.7K | 0.03% | +22+1.3% | Added |
| NCP Inc. | 1,700 | $122.3K | 0.17% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 1,721 | $123.8K | 0.02% | +1,721 | New |
| Vermillion Wealth Management, Inc. | 1,734 | $124.8K | 0.03% | −112−6.1% | Reduced |
| Creative Financial Designs Inc | 1,744 | $125.5K | 0.01% | +2+0.1% | Added |
| Tiaa Trust, National Association | 1,748 | $125.8K | 0.01% | −458−20.8% | Reduced |
| Security National Bank of So Dak | 1,785 | $128.4K | 0.06% | +1,785 | New |
| First National Bank | 1,791 | $128.9K | 0.05% | +1,791 | New |
| Dorato Capital Management | 1,797 | $129.0K | 0.09% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 1,800 | $129.5K | 0.10% | 00.0% | Unchanged |
| Advantage Trust Co | 1,803 | $129.7K | 0.05% | +1,003+125.4% | Added |
| Cranbrook Wealth Management, LLC | 1,804 | $129.8K | 0.02% | +11+0.6% | Added |
| GW&K Investment Management, LLC | 1,800 | $130.0K | 0.00% | +64+3.7% | Added |
| S&T Bank | 1,817 | $130.7K | 0.04% | +375+26.0% | Added |
| Cherry Tree Wealth Management, LLC | 1,831 | $131.7K | 0.02% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 1,847 | $132.9K | 0.09% | +656+55.1% | Added |
| Signature Equity Partners, LLC | 1,870 | $134.6K | 0.06% | +218+13.2% | Added |
| Providence Capital Advisors, LLC | 1,886 | $135.7K | 0.02% | +1,886 | New |
| Glen Eagle Advisors, LLC | 1,890 | $136.0K | 0.02% | +776+69.7% | Added |
| Rialto Wealth Management, LLC | 1,893 | $136.2K | 0.03% | +51+2.8% | Added |
| WPG Advisers, LLC | 1,924 | $138.4K | 0.08% | +261+15.7% | Added |
| McGuire Capital Advisors Inc | 1,930 | $138.9K | 0.08% | +172+9.8% | Added |
| Orion Capital Management LLC | 1,939 | $139.5K | 0.04% | +27+1.4% | Added |
| Dogwood Wealth Management LLC | 1,966 | $141.5K | 0.06% | −156−7.4% | Reduced |
| Motco | 1,971 | $141.8K | 0.01% | +36+1.9% | Added |
| ESL Trust Services, LLC | 2,000 | $143.9K | 0.02% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 2,000 | $146.0K | 0.03% | +2,000 | New |
| Lodestone Wealth Management LLC | 2,042 | $146.9K | 0.05% | +11+0.5% | Added |
| Quaker Wealth Management, LLC | 2,059 | $148.2K | 0.04% | +58+2.9% | Added |
| Costello Asset Management, INC | 2,086 | $150.1K | 0.05% | +53+2.6% | Added |
| Kentucky Trust Co | 2,096 | $150.8K | 0.07% | −104−4.7% | Reduced |
| LFA - Lugano Financial Advisors SA | 2,100 | $151.1K | 0.09% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 2,108 | $151.7K | 0.08% | +2,108 | New |
| Community Financial Services Group, LLC | 2,137 | $152.9K | 0.02% | +1,350+171.5% | Added |
| 1 North Wealth Services LLC | 2,134 | $153.5K | 0.05% | −248−10.4% | Reduced |
| City Holding Co | 2,205 | $158.6K | 0.02% | +110+5.3% | Added |
| South Plains Financial, Inc. | 2,207 | $158.8K | 0.09% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 2,205 | $159.0K | 0.11% | +5+0.2% | Added |
| Crewe Advisors LLC | 2,209 | $159.5K | 0.01% | +643+41.1% | Added |
| First Command Advisory Services, Inc. | 2,216 | $159.9K | 0.00% | −90−3.9% | Reduced |