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 |
|---|---|---|---|---|---|
| Swiss Re Ltd | 2,232 | $160.6K | 0.01% | +1,995+841.8% | Added |
| MB, Levis & Associates, LLC | 2,237 | $161.0K | 0.06% | +15+0.7% | Added |
| Burkett Financial Services, LLC | 2,238 | $161.1K | 0.05% | +32+1.5% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 2,256 | $162.3K | 0.20% | +2,256 | New |
| Winch Advisory Services, LLC | 2,256 | $162.3K | 0.03% | +268+13.5% | Added |
| Clear Street Markets LLC | 2,287 | $164.6K | 0.03% | +1,911+508.2% | Added |
| Westpac Banking Corp | 2,288 | $164.6K | 0.01% | −19,409−89.5% | Reduced |
| Aventura Private Wealth, LLC | 2,314 | $166.5K | 0.05% | +31+1.4% | Added |
| Essential Partners LLC | 2,328 | $167.5K | 0.08% | +372+19.0% | Added |
| Pacific Center for Financial Services | 2,352 | $169.2K | 0.04% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 2,355 | $169.5K | 0.05% | +33+1.4% | Added |
| GHP Investment Advisors, Inc. | 2,366 | $170.2K | 0.01% | −72−3.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,370 | $170.5K | 0.05% | +250+11.8% | Added |
| Field & Main Bank | 2,400 | $172.7K | 0.04% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 2,464 | $177.3K | 0.03% | +302+14.0% | Added |
| Pacifica Partners Inc. | 2,453 | $178.4K | 0.05% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,500 | $179.9K | 0.04% | 00.0% | Unchanged |
| Hoese & Co LLP | 2,500 | $179.9K | 0.12% | +1,000+66.7% | Added |
| Strive Financial Group ,LLC | 2,502 | $180.0K | 0.08% | −3,800−60.3% | Reduced |
| S.A. Mason LLC | 2,526 | $181.7K | 0.06% | +961+61.4% | Added |
| Avion Wealth | 2,542 | $182.0K | 0.03% | +135+5.6% | Added |
| CNB Bank | 2,568 | $184.8K | 0.07% | 00.0% | Unchanged |
| TrustBank | 2,580 | $185.6K | 0.06% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 2,594 | $186.6K | 0.04% | 00.0% | Unchanged |
| Financially Speaking Inc | 2,850 | $188.1K | 0.91% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,616 | $188.2K | 0.01% | +93+3.7% | Added |
| Centerpoint Advisors, LLC | 2,624 | $189.0K | 0.05% | −2,000−43.3% | Reduced |
| Cornerstone Planning Group LLC | 2,640 | $190.5K | 0.02% | +21+0.8% | Added |
| Fourth Dimension Wealth, LLC | 2,728 | $196.3K | 0.06% | 00.0% | Unchanged |
| Veratis Advisors, Inc. | 2,791 | $200.8K | 0.14% | +2,791 | New |
| Jacksonville Wealth Management, LLC | 2,792 | $200.9K | 0.11% | +2,792 | New |
| Consolidated Planning Corp | 2,795 | $201.1K | 0.03% | +2,795 | New |
| Heck Capital Advisors, LLC | 2,767 | $201.3K | 0.01% | +2,767 | New |
| Allied Investment Advisors, LLC | 2,800 | $201.5K | 0.03% | +2,800 | New |
| Cannon Wealth Management Services, LLC | 2,803 | $201.7K | 0.11% | −458−14.0% | Reduced |
| Elgethun Capital Management | 2,804 | $201.7K | 0.03% | +112+4.2% | Added |
| Fortress Financial Group, LLC | 2,814 | $202.5K | 0.10% | +2,814 | New |
| River Street Advisors LLC | 2,818 | $202.8K | 0.06% | −676−19.3% | Reduced |
| Sunbeam Capital Management, LLC | 2,823 | $203.1K | 0.09% | +2,823 | New |
| JFS Wealth Advisors, LLC | 2,822 | $203.3K | 0.01% | −460−14.0% | Reduced |
| Navis Wealth Advisors, LLC | 2,825 | $203.3K | 0.08% | +2,825 | New |
| Innovative Asset Advisors Group, LLC | 2,785 | $203.3K | 0.09% | +1,074+62.8% | Added |
| MEMBERS Trust Co | 2,826 | $203.3K | 0.01% | −337−10.7% | Reduced |
| Rockport Wealth LLC | 2,829 | $203.5K | 0.03% | +2,829 | New |
| Rockbridge Investment Management, LCC | 2,831 | $203.7K | 0.02% | +2,831 | New |
| Norris Perne & French LLP | 2,833 | $203.8K | 0.01% | −525−15.6% | Reduced |
| SIH Partners, LLLP | 2,840 | $204.3K | 0.01% | +2,840 | New |
| First Financial Bankshares Inc | 2,845 | $204.7K | 0.00% | +2,845 | New |
| Graetz Wealth LLC | 2,849 | $205.0K | 0.16% | +2,849 | New |
| Mayport, LLC | 2,857 | $205.6K | 0.03% | +2,857 | New |
| Certior Financial Group, LLC | 2,865 | $206.1K | 0.11% | +2,865 | New |
| Crescent Grove Advisors, LLC | 2,825 | $206.3K | 0.02% | +2,825 | New |
| Adelphi Trust Co | 2,868 | $206.4K | 0.14% | +2,868 | New |
| Retirement Solution Inc. | 2,869 | $206.4K | 0.04% | +2,869 | New |
| Quest 10 Wealth Builders, Inc. | 2,870 | $206.5K | 0.16% | −17−0.6% | Reduced |
| Atalanta Sosnoff Capital, LLC | 2,877 | $207.0K | 0.00% | +2,877 | New |
| Cercano Management LLC | 2,886 | $207.6K | 0.03% | +2,886 | New |
| 55 North Private Wealth, LLC | 2,891 | $208.0K | 0.04% | +2,891 | New |
| Cambridge Advisors Inc. | 2,892 | $208.1K | 0.04% | −805−21.8% | Reduced |
| Slocum, Gordon & Co LLP | 2,900 | $208.7K | 0.14% | +2,900 | New |
| BKM Wealth Management, LLC | 2,910 | $209.4K | 0.07% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 2,912 | $209.5K | 0.09% | +2,912 | New |
| Sunpointe, LLC | 2,913 | $209.6K | 0.06% | +2,913 | New |
| Synergy Investment Management, LLC | 2,875 | $209.7K | 0.05% | +910+46.3% | Added |
| Wealth Watch Advisors, INC | 2,918 | $209.9K | 0.07% | +2,918 | New |
| Dutch Asset Corp | 2,919 | $210.0K | 0.10% | +2,919 | New |
| Saratoga Research & Investment Management | 2,920 | $210.1K | 0.01% | +2,920 | New |
| Payne Capital Management, LLC | 2,921 | $210.2K | 0.06% | +2,921 | New |
| Phillips Wealth Planners LLC | 2,882 | $210.3K | 0.15% | +2,882 | New |
| Bank of New Hampshire | 2,930 | $210.8K | 0.04% | −142−4.6% | Reduced |
| Tanglewood Legacy Advisors, LLC | 2,931 | $210.9K | 0.07% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 2,932 | $210.9K | 0.02% | +2,932 | New |
| Oak Asset Management, LLC | 2,935 | $211.2K | 0.07% | +2,935 | New |
| Cypress Capital Management LLC (WY) | 2,900 | $211.7K | 0.18% | 00.0% | Unchanged |
| Pacific Sun Financial Corp | 2,900 | $211.7K | 0.09% | +2,900 | New |
| Park Edge Advisors, LLC | 2,945 | $211.9K | 0.05% | +2,945 | New |
| Insight Wealth Partners, LLC | 2,947 | $212.0K | 0.03% | +2,947 | New |
| Voya Financial Advisors, Inc. | 2,867 | $212.3K | 0.02% | −588−17.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 2,951 | $212.3K | 0.05% | +2,951 | New |
| Parkwoods Wealth Partners, LLC | 2,951 | $212.3K | 0.03% | +2,951 | New |
| Legacy Financial Group, Inc. | 2,952 | $212.4K | 0.05% | +2,952 | New |
| Kensington Investment Counsel, LLC | 2,953 | $212.5K | 0.09% | −1,751−37.2% | Reduced |
| Harbor Advisory Corp | 2,954 | $212.5K | 0.06% | +2,954 | New |
| Advisory Alpha, LLC | 2,955 | $212.8K | 0.01% | +2,955 | New |
| Paladin Wealth, LLC | 2,957 | $212.8K | 0.12% | +2,957 | New |
| Quantum Financial Advisors, LLC | 2,958 | $212.8K | 0.02% | +2,958 | New |
| Opinicus Capital, Inc. | 2,960 | $213.0K | 0.11% | −399−11.9% | Reduced |
| Piscataqua Savings Bank | 2,962 | $213.1K | 0.14% | −595−16.7% | Reduced |
| Braun-Bostich & Associates Inc. | 2,969 | $213.6K | 0.12% | −422−12.4% | Reduced |
| Seek First Inc. | 2,972 | $213.8K | 0.14% | +2,972 | New |
| Investors Research Corp | 2,975 | $214.1K | 0.04% | −150−4.8% | Reduced |
| Bridgewater Advisors Inc. | 3,831 | $215.0K | 0.01% | +37+1.0% | Added |
| Per Stirling Capital Management, LLC. | 2,989 | $215.1K | 0.02% | +2,989 | New |
| Capital Performance Advisors LLP | 2,990 | $215.1K | 0.01% | −6,012−66.8% | Reduced |
| Next Capital Management LLC | 3,000 | $215.8K | 0.06% | −683−18.5% | Reduced |
| Southeast Asset Advisors Inc. | 3,000 | $215.8K | 0.02% | +3,000 | New |
| JTC Employer Solutions Trusteee Ltd | 3,000 | $216.0K | 0.02% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 3,000 | $216.0K | 0.00% | +3,000 | New |
| American Trust | 3,003 | $216.1K | 0.02% | +3,003 | New |
| Vilga Financial Planning LLC | 3,011 | $216.7K | 0.16% | +3,011 | New |