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 |
|---|---|---|---|---|---|
| Adell Harriman & Carpenter Inc | 4,918 | $353.9K | 0.02% | −1,357−21.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 4,933 | $354.9K | 0.14% | −570−10.4% | Reduced |
| Midwest Heritage Bank, FSB | 4,933 | $354.9K | 0.10% | 00.0% | Unchanged |
| Smithfield Trust Co | 4,929 | $355.0K | 0.01% | −1,500−23.3% | Reduced |
| Griffith & Werner, Inc. | 4,939 | $355.0K | 0.17% | +72+1.5% | Added |
| Piedmont Capital Management, LLC | 4,941 | $355.5K | 0.22% | −156−3.1% | Reduced |
| Tenet Wealth Partners, LLC | 4,878 | $355.6K | 0.26% | +4,878 | New |
| Coastal Investment Advisors, Inc. | 4,946 | $355.8K | 0.11% | −3,070−38.3% | Reduced |
| Camden Capital, LLC | 4,953 | $356.3K | 0.02% | +686+16.1% | Added |
| Icon Wealth Advisors, LLC | 4,953 | $356.4K | 0.02% | −19,328−79.6% | Reduced |
| CDKV Holdings LLC | 4,953 | $356.4K | 0.28% | 00.0% | Unchanged |
| RFP Financial Group LLC | 4,957 | $356.7K | 0.16% | +185+3.9% | Added |
| Almanack Investment Partners, LLC. | 4,960 | $356.9K | 0.05% | +4,960 | New |
| Oakmont Advisory Group, LLC | 4,966 | $357.3K | 0.30% | −39−0.8% | Reduced |
| ProVise Management Group, LLC | 4,966 | $357.3K | 0.02% | −4−0.1% | Reduced |
| LFG Wealth Partners, LLC | 4,966 | $357.3K | 0.17% | +55+1.1% | Added |
| Strategic Financial Concepts, LLC | 4,987 | $358.8K | 0.11% | −4,746−48.8% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,520 | $359.2K | 0.02% | +256+4.9% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 5,000 | $359.4K | 0.11% | +21+0.4% | Added |
| Graver Capital Management, LLC | 5,000 | $359.8K | 0.26% | 00.0% | Unchanged |
| Forthright Family Wealth Advisory LLC | 5,000 | $359.8K | 0.20% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 5,004 | $360.0K | 0.06% | +145+3.0% | Added |
| Valmark Advisers, Inc. | 5,008 | $360.3K | 0.00% | −867−14.8% | Reduced |
| Income Insurance Ltd | 5,018 | $361.0K | 0.22% | 00.0% | Unchanged |
| Viewpoint Investment Partners Corp | 4,900 | $361.6K | 0.12% | −1,800−26.9% | Reduced |
| Financial Advisory Service, Inc. | 5,051 | $363.4K | 0.02% | +50+1.0% | Added |
| World Equity Group, Inc. | 5,052 | $363.5K | 0.08% | −494−8.9% | Reduced |
| Holistic Planning, LLC | 5,053 | $363.6K | 0.06% | +820+19.4% | Added |
| Lakeridge Wealth Management LLC | 5,069 | $364.7K | 0.13% | +74+1.5% | Added |
| Wrenne Financial Planning LLC | 5,072 | $364.9K | 0.12% | +5,072 | New |
| Severin Investments, LLC | 5,100 | $366.9K | 0.28% | −1,261−19.8% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,100 | $366.9K | 0.07% | −10−0.2% | Reduced |
| FDx Advisors, Inc. | 5,105 | $367.0K | 0.11% | +1,141+28.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,111 | $367.7K | 0.11% | +40+0.8% | Added |
| Mosaic Financial Group, LLC | 5,122 | $369.0K | 0.24% | −57−1.1% | Reduced |
| Manning & Napier Advisors LLC | 4,988 | $369.4K | 0.00% | +10+0.2% | Added |
| Brick & Kyle, Associates | 5,600 | $369.5K | 0.12% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 5,140 | $369.8K | 0.22% | −18−0.3% | Reduced |
| Greenhouse Wealth Management, LLC | 5,142 | $369.9K | 0.26% | 00.0% | Unchanged |
| OMC Financial Services LTD | 5,145 | $370.2K | 0.12% | +19+0.4% | Added |
| Blue Rock Wealth Management LLC | 5,150 | $370.5K | 0.21% | 00.0% | Unchanged |
| Clear Wave Wealth Management LLC | 5,150 | $370.5K | 0.08% | −28−0.5% | Reduced |
| Berman McAleer LLC | 5,156 | $371.0K | 0.04% | +118+2.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 5,117 | $371.3K | 0.06% | +278+5.7% | Added |
| Elmwood Wealth Management, Inc. | 5,163 | $371.5K | 0.09% | +444+9.4% | Added |
| United Bank | 5,170 | $372.0K | 0.11% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 5,171 | $372.0K | 0.02% | 00.0% | Unchanged |
| Aspiriant, LLC | 5,174 | $372.3K | 0.01% | +681+15.2% | Added |
| Nilsine Partners, LLC | 5,176 | $372.4K | 0.03% | +184+3.7% | Added |
| Summit Financial Wealth Advisors, LLC | 5,198 | $374.0K | 0.05% | −638−10.9% | Reduced |
| Legacy Financial Independent Advisors LLC | 5,200 | $374.1K | 0.18% | 00.0% | Unchanged |
| Evanson Financial, LLC | 5,223 | $375.8K | 0.02% | +5,223 | New |
| Barry Investment Advisors, LLC | 5,224 | $375.9K | 0.08% | +10.0% | Added |
| Charter Trust Co | 5,234 | $376.6K | 0.02% | +152+3.0% | Added |
| GTS Securities LLC | 5,237 | $376.8K | 0.01% | −12,486−70.5% | Reduced |
| Farmers National Bank | 5,239 | $376.9K | 0.08% | −5,195−49.8% | Reduced |
| Vantus Wealth LLC | 5,241 | $377.1K | 0.20% | +5,241 | New |
| Journey Advisory Group, LLC | 5,257 | $378.2K | 0.03% | +170+3.3% | Added |
| Sage Private Wealth Group, LLC | 5,264 | $378.7K | 0.17% | −532−9.2% | Reduced |
| Foguth Wealth Management, LLC. | 5,080 | $379.2K | 0.04% | +71+1.4% | Added |
| Trust Co | 5,279 | $379.8K | 0.03% | −9,349−63.9% | Reduced |
| Rubicon Advisors, GP | 5,291 | $380.7K | 0.28% | +148+2.9% | Added |
| Archer Investment Corp | 5,296 | $381.0K | 0.07% | +358+7.2% | Added |
| High Point Wealth Management, LLC | 5,299 | $381.2K | 0.31% | +25+0.5% | Added |
| Act Wealth Management, LLC | 5,306 | $381.8K | 0.11% | −80−1.5% | Reduced |
| Gentry Private Wealth, LLC | 5,316 | $382.5K | 0.20% | −381−6.7% | Reduced |
| Legacy Wealth Partners, LLC | 5,316 | $382.5K | 0.09% | −25−0.5% | Reduced |
| Paul Damon & Associates, Inc. | 5,327 | $383.3K | 0.15% | +136+2.6% | Added |
| Sterling Wealth Management, Inc. | 5,340 | $384.2K | 0.10% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 5,342 | $384.4K | 0.10% | +1,631+44.0% | Added |
| Monticello Wealth Management, LLC | 5,370 | $386.4K | 0.02% | −133−2.4% | Reduced |
| TCFG Investment Advisors, LLC | 5,377 | $386.9K | 0.13% | +607+12.7% | Added |
| Heartwood Wealth Advisors LLC | 5,391 | $387.9K | 0.03% | −41−0.8% | Reduced |
| JBR Co Financial Management Inc | 5,393 | $388.0K | 0.14% | +5,393 | New |
| TritonPoint Partners, LLC | 5,319 | $388.3K | 0.03% | +5,319 | New |
| Breachway Investments LLC | 5,400 | $388.5K | 0.59% | −100−1.8% | Reduced |
| Birch Hill Investment Advisors LLC | 5,400 | $388.5K | 0.02% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 5,402 | $388.7K | 0.18% | +3+0.1% | Added |
| Smallwood Wealth Investment Management, LLC | 5,410 | $389.3K | 0.17% | 00.0% | Unchanged |
| Mechanics Financial Corp | 5,413 | $389.5K | 0.14% | +495+10.1% | Added |
| Fidelity D & D Bancorp Inc | 5,423 | $390.2K | 0.13% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 5,440 | $391.4K | 0.14% | 00.0% | Unchanged |
| Noble Wealth Partners LLC | 5,443 | $391.6K | 0.34% | +5,443 | New |
| Capital City Trust Co | 5,462 | $393.0K | 0.08% | 00.0% | Unchanged |
| Geneva Partners, LLC | 5,477 | $394.1K | 0.11% | +5,477 | New |
| Intergy Private Wealth, LLC | 5,482 | $394.4K | 0.09% | +513+10.3% | Added |
| Sovereign Financial Group, Inc. | 5,485 | $394.6K | 0.06% | −275−4.8% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 5,489 | $394.9K | 0.32% | +506+10.2% | Added |
| First County Bank | 5,493 | $395.2K | 0.19% | −29−0.5% | Reduced |
| Canvas Wealth Advisors, LLC | 5,495 | $395.4K | 0.06% | +367+7.2% | Added |
| Ares Financial Consulting, LLC | 5,506 | $396.1K | 0.28% | +15+0.3% | Added |
| Center for Financial Planning, Inc. | 5,507 | $396.2K | 0.04% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 5,513 | $396.7K | 0.11% | −55−1.0% | Reduced |
| Alteri Wealth LLC | 5,520 | $397.2K | 0.11% | +587+11.9% | Added |
| Old Second National Bank of Aurora | 5,530 | $397.9K | 0.08% | 00.0% | Unchanged |
| 626 Financial, LLC | 5,535 | $398.2K | 0.16% | −559−9.2% | Reduced |
| Gratus Wealth Advisors, LLC | 5,546 | $399.1K | 0.05% | +11+0.2% | Added |
| Summitry LLC | 5,571 | $400.8K | 0.01% | +5,571 | New |
| Peoples Financial Services Corp. | 5,585 | $401.8K | 0.17% | −100−1.8% | Reduced |
| St Germain D J Co Inc | 5,587 | $402.0K | 0.01% | +462+9.0% | Added |