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 |
|---|---|---|---|---|---|
| Uhlmann Price Securities, LLC | 3,371 | $242.6K | 0.01% | +49+1.5% | Added |
| Baker Boyer National Bank | 3,373 | $242.7K | 0.07% | −6−0.2% | Reduced |
| PW Nova Financial Services LLC | 3,374 | $242.8K | 0.05% | 00.0% | Unchanged |
| Mezzasalma Advisors, LLC | 3,376 | $242.9K | 0.05% | +3,376 | New |
| Peddock Capital Advisors, LLC | 3,377 | $243.0K | 0.05% | +3+0.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,377 | $243.0K | 0.01% | +178+5.6% | Added |
| Bernardo Wealth Planning LLC | 3,379 | $243.1K | 0.04% | +149+4.6% | Added |
| AdviceOne Advisory Services, LLC | 3,379 | $243.1K | 0.14% | +10.0% | Added |
| Capital Investment Counsel, Inc | 3,384 | $243.5K | 0.03% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 3,392 | $244.1K | 0.06% | +89+2.7% | Added |
| First Foundation Advisors | 3,393 | $244.1K | 0.01% | −523−13.4% | Reduced |
| Ellerson Group Inc | 3,395 | $244.3K | 0.14% | 00.0% | Unchanged |
| Partners in Financial Planning | 3,400 | $244.6K | 0.04% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 3,401 | $244.7K | 0.03% | −50−1.4% | Reduced |
| Strategic Investment Solutions, Inc. | 3,402 | $244.8K | 0.06% | −241−6.6% | Reduced |
| Harbour Trust & Investment Management Co | 3,402 | $244.8K | 0.02% | −75−2.2% | Reduced |
| AIA Group Ltd | 3,409 | $245.3K | 0.00% | +3,409 | New |
| Crumly & Associates Inc. | 3,412 | $245.5K | 0.05% | −210−5.8% | Reduced |
| Ingalls & Snyder LLC | 3,422 | $246.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3,433 | $247.0K | 0.05% | −219−6.0% | Reduced |
| Jacobsen Capital Management | 3,436 | $247.2K | 0.07% | +120+3.6% | Added |
| Warwick Investment Management, Inc. | 3,449 | $248.2K | 0.03% | +3,449 | New |
| Indiana Trust & Investment Management CO | 3,450 | $248.2K | 0.07% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 3,404 | $248.6K | 0.02% | +205+6.4% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 3,405 | $248.6K | 0.07% | 00.0% | Unchanged |
| Alexander Labrunerie & Co., Inc. | 3,458 | $248.8K | 0.09% | +19+0.6% | Added |
| Warner Group LLC | 3,460 | $249.0K | 0.06% | +3,460 | New |
| Eagle Bay Advisors LLC | 3,413 | $249.2K | 0.19% | +240+7.6% | Added |
| Coquina Private Wealth LLC | 3,467 | $249.5K | 0.17% | +39+1.1% | Added |
| Action Point Financial Planning, LLC | 3,478 | $250.1K | 0.03% | +3,478 | New |
| Bravera Wealth | 3,477 | $250.2K | 0.10% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 3,479 | $250.3K | 0.11% | +3,479 | New |
| KFG Wealth Management, LLC | 3,479 | $250.3K | 0.03% | +3,479 | New |
| Anchyra Partners LLC | 3,481 | $250.5K | 0.06% | +427+14.0% | Added |
| Kickstand Ventures, LLC. | 3,482 | $250.5K | 0.05% | +36+1.0% | Added |
| Blueshift Asset Management, LLC | 3,482 | $250.5K | 0.06% | +3,482 | New |
| Atala Financial Inc | 3,500 | $251.8K | 0.15% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 3,501 | $251.9K | 0.01% | −800−18.6% | Reduced |
| Acima Private Wealth, LLC | 3,501 | $251.9K | 0.07% | 00.0% | Unchanged |
| Daybright Advisory Services, Inc. | 3,687 | $251.9K | 0.06% | +77+2.1% | Added |
| Perfromance Wealth Partners, LLC | 3,506 | $252.3K | 0.01% | −202−5.4% | Reduced |
| Talisman Wealth Advisors LLC | 3,518 | $253.2K | 0.19% | +3,518 | New |
| Atwater Malick LLC | 3,523 | $253.5K | 0.06% | +3,523 | New |
| Worth Asset Management, LLC | 3,525 | $253.6K | 0.08% | +304+9.4% | Added |
| Asset One Wealth Management LLC | 3,597 | $253.6K | 0.03% | +6+0.2% | Added |
| SS&H Financial Advisors, Inc. | 3,550 | $255.0K | 0.07% | +3,550 | New |
| FSM Wealth Advisors, LLC | 3,545 | $255.1K | 0.03% | +297+9.1% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,545 | $255.1K | 0.02% | −82−2.3% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 3,500 | $255.5K | 0.01% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 3,554 | $255.7K | 0.06% | +10.0% | Added |
| Shum Financial Group, Inc. | 3,561 | $256.2K | 0.15% | −16−0.4% | Reduced |
| Portfolio Design Labs, LLC | 3,565 | $256.5K | 0.04% | +3+0.1% | Added |
| Aries Wealth Management | 3,570 | $256.9K | 0.05% | 00.0% | Unchanged |
| Arq Wealth Advisors, LLC | 3,560 | $256.9K | 0.03% | 00.0% | Unchanged |
| Magnolia Private Wealth, LLC | 3,580 | $257.6K | 0.14% | +102+2.9% | Added |
| North Dallas Bank & Trust Co | 3,586 | $258.0K | 0.15% | −133−3.6% | Reduced |
| CapWealth Advisors, LLC | 3,588 | $258.2K | 0.02% | 00.0% | Unchanged |
| Invesco, LLC | 3,590 | $258.3K | 0.08% | 00.0% | Unchanged |
| Trust Co of Oklahoma | 3,591 | $258.4K | 0.07% | +96+2.7% | Added |
| Winthrop Advisory Group LLC | 3,544 | $258.8K | 0.02% | +3,544 | New |
| Smith Partners Wealth Management, LLC | 3,600 | $259.0K | 0.21% | 00.0% | Unchanged |
| Weaver Consulting Group | 3,601 | $259.1K | 0.05% | +14+0.4% | Added |
| Hudock, Inc. | 3,601 | $259.1K | 0.03% | +126+3.6% | Added |
| Benin Management CORP | 3,602 | $259.1K | 0.05% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,602 | $259.2K | 0.05% | +3,602 | New |
| Triangle Securities Wealth Management | 3,611 | $259.8K | 0.05% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 3,569 | $260.0K | 0.04% | +3,569 | New |
| Aspire Private Capital, LLC | 3,616 | $260.2K | 0.05% | −231−6.0% | Reduced |
| D.B. Root & Company, LLC | 3,617 | $260.2K | 0.06% | +44+1.2% | Added |
| Union Savings Bank | 3,636 | $261.6K | 0.11% | −10.0% | Reduced |
| Smith Asset Management Co., LLC | 3,636 | $261.6K | 0.21% | −100−2.7% | Reduced |
| tru Independence LLC | 3,648 | $262.5K | 0.11% | +214+6.2% | Added |
| Kozak & Associates, Inc. | 3,672 | $262.7K | 0.05% | +24+0.7% | Added |
| Tred Avon Family Wealth, LLC | 3,651 | $262.7K | 0.08% | +312+9.3% | Added |
| Northeast Investment Management | 3,659 | $263.3K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 3,663 | $263.5K | 0.08% | −54−1.5% | Reduced |
| Jeppson Wealth Management, LLC | 3,670 | $264.1K | 0.08% | −420−10.3% | Reduced |
| SCS Capital Management LLC | 3,680 | $265.2K | 0.00% | −3,146−46.1% | Reduced |
| Chesley Taft & Associates LLC | 3,689 | $265.4K | 0.01% | −6,380−63.4% | Reduced |
| Aspire Capital Advisors LLC | 3,690 | $265.5K | 0.05% | +475+14.8% | Added |
| Vicus Capital | 3,690 | $265.5K | 0.02% | −516−12.3% | Reduced |
| Compass Capital Corp | 4,000 | $267.1K | 0.09% | −3,143−44.0% | Reduced |
| Victory Financial Group, LLC | 3,721 | $267.7K | 0.03% | −778−17.3% | Reduced |
| Chemung Canal Trust Co | 3,722 | $267.8K | 0.05% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 3,723 | $267.9K | 0.08% | −388−9.4% | Reduced |
| Post Resch Tallon Group Inc. | 3,729 | $268.3K | 0.19% | +50+1.4% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 3,745 | $269.4K | 0.16% | +319+9.3% | Added |
| Bellevue Asset Management, LLC | 3,748 | $269.7K | 0.12% | −10−0.3% | Reduced |
| Chilton Capital Management LLC | 3,753 | $270.0K | 0.01% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 3,757 | $270.4K | 0.02% | −15−0.4% | Reduced |
| Altus Wealth Group LLC | 3,762 | $270.7K | 0.10% | +66+1.8% | Added |
| M. Kraus & Co | 3,770 | $271.3K | 0.07% | 00.0% | Unchanged |
| Crews Bank & Trust | 3,771 | $271.3K | 0.04% | +736+24.3% | Added |
| Kiley Juergens Wealth Management, LLC | 3,773 | $271.5K | 0.04% | +9+0.2% | Added |
| Schrum Private Wealth Management LLC | 5,898 | $271.5K | 0.28% | −809−12.1% | Reduced |
| Legacy Advisors, LLC | 3,720 | $271.6K | 0.03% | +565+17.9% | Added |
| Shulman DeMeo Asset Management LLC | 3,786 | $272.4K | 0.05% | +5+0.1% | Added |
| Whetstone Capital Advisors, LLC | 3,787 | $272.5K | 0.07% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 3,742 | $272.5K | 0.17% | +3,742 | New |
| Poinciana Advisors Group, LLC | 3,815 | $274.5K | 0.20% | 00.0% | Unchanged |