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 |
|---|---|---|---|---|---|
| Cottonwood Capital Advisors, LLC | 3,815 | $274.5K | 0.17% | +23+0.6% | Added |
| Cypress Point Wealth Management, LLC | 3,817 | $274.6K | 0.06% | +3,817 | New |
| Copley Financial Group, Inc. | 3,824 | $275.1K | 0.17% | −2,410−38.7% | Reduced |
| Future Financial Wealth Managment LLC | 3,823 | $275.5K | 0.17% | −85−2.2% | Reduced |
| Torrey Growth & Income Advisors | 3,800 | $275.7K | 0.09% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 3,836 | $276.0K | 0.03% | −39−1.0% | Reduced |
| Stokes Capital Advisors, LLC | 3,849 | $276.9K | 0.06% | +249+6.9% | Added |
| Cary Street Partner Investment Advisory LLC | 3,850 | $277.0K | 0.06% | +329+9.3% | Added |
| Code Waechter LLC | 3,857 | $277.5K | 0.14% | −2−0.1% | Reduced |
| Spinnaker Investment Group, LLC | 3,875 | $278.8K | 0.04% | +64+1.7% | Added |
| Banco Santander, S.A. | 3,882 | $279.3K | 0.00% | −153,548−97.5% | Reduced |
| DF Dent & Co Inc | 3,886 | $279.6K | 0.01% | 00.0% | Unchanged |
| Meadowbrook Advisors Group, LLC | 3,888 | $279.7K | 0.15% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3,892 | $280.0K | 0.03% | −67−1.7% | Reduced |
| STG Securities, LLC | 3,902 | $280.7K | 0.30% | +3,902 | New |
| Regent Peak Wealth Advisors LLC | 3,905 | $281.0K | 0.05% | +248+6.8% | Added |
| Fielder Capital Group LLC | 3,907 | $281.1K | 0.06% | +146+3.9% | Added |
| Meramec Financial Planners, LLC | 3,862 | $281.5K | 0.10% | −30−0.8% | Reduced |
| Retirement Planning Group, LLC | 3,858 | $281.7K | 0.15% | +8+0.2% | Added |
| BostonPremier Wealth LLC | 3,915 | $281.7K | 0.12% | +3+0.1% | Added |
| Roundview Capital LLC | 3,915 | $281.7K | 0.02% | −345−8.1% | Reduced |
| Vertex Planning Partners, LLC | 3,919 | $281.9K | 0.04% | +268+7.3% | Added |
| Jacobs Equity LLC | 3,926 | $282.5K | 0.20% | +6+0.2% | Added |
| Jackson Thornton Asset Management, LLC | 3,927 | $282.5K | 0.02% | +3,927 | New |
| Jackson, Grant Investment Advisers, Inc. | 3,930 | $282.7K | 0.09% | +47+1.2% | Added |
| Sweeney & Michel, LLC | 4,142 | $283.1K | 0.07% | +43+1.0% | Added |
| Mission Hills Financial Advisory, LLC | 3,943 | $283.7K | 0.12% | +3,943 | New |
| Old North State Trust, LLC | 3,960 | $285.0K | 0.15% | −239−5.7% | Reduced |
| Cito Capital Group, LLC | 3,900 | $285.0K | 0.08% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,973 | $285.9K | 0.07% | −1,525−27.7% | Reduced |
| River Wealth Advisors LLC | 3,974 | $285.9K | 0.03% | −73−1.8% | Reduced |
| First Financial Corp | 3,974 | $285.9K | 0.10% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 3,978 | $286.2K | 0.07% | +3,978 | New |
| Plancorp, LLC | 3,988 | $286.6K | 0.01% | +190+5.0% | Added |
| Byrne Asset Management LLC | 3,984 | $286.6K | 0.16% | −20−0.5% | Reduced |
| Orca Wealth Management, LLC | 3,993 | $287.3K | 0.17% | −351−8.1% | Reduced |
| Triumph Capital Management | 3,996 | $287.5K | 0.05% | −101−2.5% | Reduced |
| SIMA Wealth Partners, LLC | 3,997 | $287.6K | 0.20% | −150−3.6% | Reduced |
| Horizon Investment Services, LLC | 3,999 | $287.8K | 0.08% | −216−5.1% | Reduced |
| Intrepid Capital Management Inc | 4,000 | $287.8K | 0.10% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 4,000 | $288.0K | 0.00% | +500+14.3% | Added |
| Emerald Advisors, LLC | 4,004 | $288.1K | 0.04% | +4,004 | New |
| Baxter Bros Inc | 4,005 | $288.2K | 0.03% | +105+2.7% | Added |
| Insight Advisors, LLC | 4,011 | $288.6K | 0.05% | −47−1.2% | Reduced |
| Beta Wealth Group, Inc. | 4,014 | $288.8K | 0.11% | −1,049−20.7% | Reduced |
| Apollon Financial, LLC | 4,016 | $289.0K | 0.03% | +665+19.8% | Added |
| Sage Investment Advisers LLC | 4,041 | $290.7K | 0.20% | −89−2.2% | Reduced |
| LeConte Wealth Management, LLC | 4,042 | $290.8K | 0.16% | +80+2.0% | Added |
| Segment Wealth Management, LLC | 4,043 | $290.9K | 0.02% | −74−1.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 4,045 | $291.0K | 0.04% | +4,040+80,800.0% | Added |
| Keyvantage Wealth, LLC | 4,054 | $291.7K | 0.11% | +65+1.6% | Added |
| Indie Asset Partners, LLC | 4,060 | $292.1K | 0.28% | +648+19.0% | Added |
| Crew Capital Management, Ltd. | 4,076 | $293.3K | 0.16% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 4,078 | $293.4K | 0.12% | 00.0% | Unchanged |
| Fiera Capital Corp | 4,080 | $293.6K | 0.00% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 4,097 | $294.8K | 0.11% | −461−10.1% | Reduced |
| Biltmore Family Office, LLC | 4,039 | $294.8K | 0.04% | +78+2.0% | Added |
| W Advisors, LLC | 4,098 | $294.9K | 0.13% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,103 | $295.2K | 0.04% | −296−6.7% | Reduced |
| C2C Wealth Management, LLC | 4,104 | $295.3K | 0.23% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 4,106 | $295.4K | 0.04% | +60+1.5% | Added |
| Princeton Global Asset Management LLC | 4,114 | $296.0K | 0.04% | −739−15.2% | Reduced |
| Guardian Wealth Advisors, LLC | 4,116 | $296.1K | 0.02% | +115+2.9% | Added |
| Investment House LLC | 4,117 | $296.2K | 0.01% | +1,002+32.2% | Added |
| Sentry LLC | 4,119 | $296.4K | 0.08% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4,119 | $296.4K | 0.11% | −863−17.3% | Reduced |
| Wheelhouse Advisory Group LLC | 4,119 | $296.4K | 0.08% | +213+5.5% | Added |
| Oak Harbor Wealth Partners, LLC | 4,120 | $296.4K | 0.11% | −48−1.2% | Reduced |
| Providence Financial Advisors, LLC | 4,126 | $296.8K | 0.17% | +20.0% | Added |
| MJP Associates Inc | 4,131 | $297.2K | 0.03% | −2,591−38.5% | Reduced |
| Laurel Oak Wealth Management, LLC | 4,133 | $297.4K | 0.04% | +10+0.2% | Added |
| Laurel Wealth Advisors LLC | 4,133 | $297.4K | 0.03% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 4,142 | $298.0K | 0.04% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 4,149 | $298.5K | 0.10% | +5+0.1% | Added |
| Facet Wealth, Inc. | 4,158 | $299.2K | 0.00% | −3,708−47.1% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 4,176 | $300.5K | 0.16% | +44+1.1% | Added |
| Okabena Investment Services Inc | 4,180 | $300.8K | 0.05% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 4,184 | $301.1K | 0.20% | −1,064−20.3% | Reduced |
| Greenline Partners, LLC | 4,187 | $301.3K | 0.03% | 00.0% | Unchanged |
| Rinkey Investments | 4,188 | $301.3K | 0.07% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 4,190 | $301.5K | 0.12% | +16+0.4% | Added |
| Yacktman Asset Management LP | 4,200 | $302.2K | 0.00% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 4,210 | $302.9K | 0.02% | −113−2.6% | Reduced |
| BXM Wealth LLC | 4,218 | $303.5K | 0.17% | +4,218 | New |
| Counterpoint Mutual Funds LLC | 4,224 | $303.9K | 0.03% | +4,224 | New |
| Sovran Advisors, LLC | 4,063 | $304.0K | 0.02% | +996+32.5% | Added |
| Dominguez Wealth Management Solutions, Inc. | 4,226 | $304.0K | 0.17% | +17+0.4% | Added |
| Tritonpoint Wealth, LLC | 4,231 | $304.4K | 0.03% | −116−2.7% | Reduced |
| First Heartland Consultants, Inc. | 4,239 | $305.0K | 0.02% | +6+0.1% | Added |
| SHP Wealth Management | 4,241 | $305.1K | 0.02% | +117+2.8% | Added |
| Capital Group Private Client Services, Inc. | 4,251 | $305.9K | 0.00% | +4,251 | New |
| Renaissance Group LLC | 4,256 | $306.2K | 0.01% | −202−4.5% | Reduced |
| Asset Advisory Group, Inc. | 4,260 | $306.5K | 0.13% | +4+0.1% | Added |
| IKE Capital, LLC | 4,270 | $307.2K | 0.16% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 4,285 | $308.3K | 0.15% | −1,200−21.9% | Reduced |
| Lifestyle Asset Management, Inc. | 4,287 | $308.4K | 0.08% | +264+6.6% | Added |
| Key Financial Inc | 4,291 | $308.7K | 0.05% | +1,068+33.1% | Added |
| Webster Bank, N. A. | 4,301 | $309.5K | 0.03% | 00.0% | Unchanged |
| Vantage Point Financial LLC | 4,303 | $309.6K | 0.09% | +145+3.5% | Added |
| Waterfront Wealth Inc. | 4,313 | $309.6K | 0.05% | +1,147+36.2% | Added |