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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 19,996 | $1.44M | 0.01% | +4,302+27.4% | Added |
| IFG Advisory, LLC | 19,986 | $1.44M | 0.05% | +19,986 | New |
| First Nebraska Trust Co | 19,921 | $1.43M | 0.12% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 19,896 | $1.43M | 0.03% | +1,000+5.3% | Added |
| Fiduciary Trust Co | 19,891 | $1.43M | 0.02% | −553−2.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 19,876 | $1.43M | 0.21% | +361+1.8% | Added |
| Shrier Wealth Management, LLC | 19,826 | $1.43M | 0.48% | +62+0.3% | Added |
| Premier Path Wealth Partners, LLC | 19,772 | $1.42M | 0.16% | +3,169+19.1% | Added |
| Westbourne Investments, Inc. | 19,743 | $1.42M | 0.58% | −2,586−11.6% | Reduced |
| Qtron Investments LLC | 19,695 | $1.42M | 0.19% | +2,858+17.0% | Added |
| Leisure Capital Management | 19,577 | $1.41M | 0.44% | +50+0.3% | Added |
| Financial Sense Advisors, Inc. | 19,557 | $1.41M | 0.28% | +15+0.1% | Added |
| Fidelis Capital Partners, LLC | 19,534 | $1.41M | 0.08% | +1,237+6.8% | Added |
| D'Orazio & Associates, Inc. | 19,483 | $1.40M | 0.16% | +1,214+6.6% | Added |
| KLCM Advisors, Inc. | 19,416 | $1.40M | 0.11% | −250−1.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 19,403 | $1.40M | 0.01% | +8,945+85.5% | Added |
| National Asset Management, Inc. | 18,832 | $1.39M | 0.08% | −1,477−7.3% | Reduced |
| V-Square Quantitative Management LLC | 19,357 | $1.39M | 0.13% | −374−1.9% | Reduced |
| Reuter James Wealth Management, LLC | 19,339 | $1.39M | 0.18% | +2,866+17.4% | Added |
| Traynor Capital Management, Inc. | 19,172 | $1.38M | 0.06% | −2,031−9.6% | Reduced |
| Richard W. Paul & Associates, LLC | 19,140 | $1.38M | 0.42% | +107+0.6% | Added |
| Mork Capital Management, LLC | 19,100 | $1.37M | 0.88% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 18,984 | $1.37M | 0.07% | +253+1.4% | Added |
| Chicago Partners Investment Group LLC | 18,926 | $1.36M | 0.03% | +2,469+15.0% | Added |
| Invariant Investment Management | 18,974 | $1.36M | 0.80% | −303−1.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 18,933 | $1.36M | 0.08% | +1,537+8.8% | Added |
| Blue Capital, Inc. | 18,816 | $1.35M | 0.86% | +1,503+8.7% | Added |
| Gateway Investment Advisers LLC | 18,806 | $1.35M | 0.01% | −2,477−11.6% | Reduced |
| Capital Advisors Inc | 18,763 | $1.35M | 0.02% | −194−1.0% | Reduced |
| OpenArc Corporate Advisory, LLC | 18,732 | $1.35M | 0.02% | +2,731+17.1% | Added |
| Charter Research & Investment Group, Inc. | 18,677 | $1.34M | 0.82% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 18,645 | $1.34M | 0.14% | +93+0.5% | Added |
| Catalyst Financial Partners LLC | 18,642 | $1.34M | 0.13% | +4,418+31.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 18,606 | $1.34M | 0.33% | +60+0.3% | Added |
| Michels Family Financial, LLC | 18,592 | $1.34M | 0.86% | −145−0.8% | Reduced |
| Botty Investors LLC | 18,317 | $1.34M | 0.28% | −11,800−39.2% | Reduced |
| Park National Corp | 18,555 | $1.34M | 0.04% | −471−2.5% | Reduced |
| Kanawha Capital Management LLC | 18,503 | $1.33M | 0.09% | −669−3.5% | Reduced |
| Viewpoint Capital Management LLC | 18,431 | $1.33M | 0.68% | −6,291−25.4% | Reduced |
| Lazari Capital Management, Inc. | 18,389 | $1.32M | 0.41% | −108−0.6% | Reduced |
| Xxi Wealth, LLC | 18,297 | $1.32M | 0.60% | +2,003+12.3% | Added |
| Meridian Wealth Management, LLC | 18,396 | $1.32M | 0.04% | +552+3.1% | Added |
| Moody National Bank Trust Division | 18,292 | $1.32M | 0.11% | +45+0.2% | Added |
| Valicenti Advisory Services Inc | 18,297 | $1.32M | 0.25% | −1,300−6.6% | Reduced |
| SageView Advisory Group, LLC | 18,233 | $1.31M | 0.04% | −1,429−7.3% | Reduced |
| Dudley Capital Management, LLC | 18,218 | $1.31M | 0.52% | +19+0.1% | Added |
| Widmann Financial Services, Inc. | 18,213 | $1.31M | 0.70% | −1,099−5.7% | Reduced |
| Hexagon Capital Partners LLC | 18,193 | $1.31M | 0.18% | −558−3.0% | Reduced |
| Ted Buchan & Co | 18,179 | $1.31M | 0.43% | +471+2.7% | Added |
| Mid-American Wealth Advisory Group, Inc. | 18,172 | $1.31M | 0.47% | −8,053−30.7% | Reduced |
| Fiduciary Alliance LLC | 18,113 | $1.30M | 0.09% | +354+2.0% | Added |
| Graham Capital Management, L.P. | 18,100 | $1.30M | 0.03% | −50,529−73.6% | Reduced |
| Mattson Financial Services, LLC | 17,786 | $1.30M | 0.27% | +219+1.2% | Added |
| Sumitomo Life Insurance Co | 18,048 | $1.30M | 0.02% | −1,086−5.7% | Reduced |
| Beutel, Goodman & Co Ltd. | 18,000 | $1.29M | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 17,985 | $1.29M | 0.24% | +20+0.1% | Added |
| Triad Wealth Partners, LLC | 18,930 | $1.29M | 0.08% | +5,641+42.4% | Added |
| Centaurus Financial, Inc. | 17,827 | $1.28M | 0.05% | +932+5.5% | Added |
| PeakShares LLC | 17,780 | $1.28M | 0.95% | +1,338+8.1% | Added |
| Wiregrass Investment Management LLC | 17,774 | $1.28M | 0.87% | +483+2.8% | Added |
| Excalibur Management Corp | 17,741 | $1.28M | 0.42% | +40.0% | Added |
| Childress Capital Advisors, LLC | 17,673 | $1.27M | 0.21% | +1,173+7.1% | Added |
| Independent Wealth Network Inc. | 17,642 | $1.27M | 0.32% | +814+4.8% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 17,615 | $1.27M | 0.02% | +3,500+24.8% | Added |
| Oliver Luxxe Assets LLC | 17,610 | $1.27M | 0.19% | 00.0% | Unchanged |
| Keystone Financial Group | 17,486 | $1.26M | 0.07% | +4,435+34.0% | Added |
| Berkeley Capital Partners, LLC | 17,371 | $1.25M | 0.26% | −216−1.2% | Reduced |
| SeaCrest Wealth Management, LLC | 17,357 | $1.25M | 0.14% | −1,516−8.0% | Reduced |
| 111 Capital | 17,274 | $1.24M | 0.21% | +17,274 | New |
| Picton Mahoney Asset Management | 17,175 | $1.24M | 0.01% | −39,116−69.5% | Reduced |
| Ronald Blue Trust, Inc. | 17,171 | $1.24M | 0.01% | −1,699−9.0% | Reduced |
| Winnow Wealth LLC | 17,154 | $1.23M | 0.84% | −523−3.0% | Reduced |
| Modera Wealth Management, LLC | 17,139 | $1.23M | 0.01% | −12−0.1% | Reduced |
| Philadelphia Trust Co | 17,124 | $1.23M | 0.08% | −200−1.2% | Reduced |
| Disciplined Investors, L.L.C. | 17,112 | $1.23M | 0.62% | −90−0.5% | Reduced |
| Vanguard National Trust Co | 16,827 | $1.21M | 0.07% | +10,508+166.3% | Added |
| Shah Wealth Advisors, LLC | 16,800 | $1.21M | 0.28% | +16,800 | New |
| Grove Bank & Trust | 16,799 | $1.21M | 0.12% | −70.0% | Reduced |
| Principle Wealth Partners LLC | 16,767 | $1.21M | 0.06% | +2,037+13.8% | Added |
| Capstone Investment Advisors, LLC | 16,674 | $1.20M | 0.01% | +16,674 | New |
| Z3 Capital Partners, LLC | 16,674 | $1.20M | 0.25% | −590−3.4% | Reduced |
| GeoWealth Management, LLC | 16,656 | $1.20M | 0.04% | +1,537+10.2% | Added |
| Intrua Financial, LLC | 16,637 | $1.20M | 0.11% | +1,398+9.2% | Added |
| Value Investment Professionals, LLC | 16,485 | $1.19M | 1.00% | +86+0.5% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 16,474 | $1.19M | 0.49% | +4,489+37.5% | Added |
| Salvus Wealth Management, LLC | 16,449 | $1.18M | 0.66% | −267−1.6% | Reduced |
| Redwood Investment Management, LLC | 16,414 | $1.18M | 0.12% | +543+3.4% | Added |
| GWN Securities Inc. | 16,404 | $1.18M | 0.20% | −321−1.9% | Reduced |
| Tradition Wealth Management, LLC | 16,215 | $1.17M | 0.07% | +236+1.5% | Added |
| Soltis Investment Advisors LLC | 16,181 | $1.16M | 0.07% | +857+5.6% | Added |
| Two Sigma Securities, LLC | 16,124 | $1.16M | 0.10% | +16,124 | New |
| Rexford Capital Inc | 16,119 | $1.16M | 0.71% | −97−0.6% | Reduced |
| Woodward Diversified Capital, LLC | 16,102 | $1.16M | 0.51% | −87−0.5% | Reduced |
| Westbourne Investment Advisors, Inc. | 16,099 | $1.16M | 0.32% | 00.0% | Unchanged |
| Alchemi Wealth, LLC | 16,096 | $1.16M | 0.54% | +201+1.3% | Added |
| MTM Investment Management, LLC | 16,091 | $1.16M | 0.33% | +70.0% | Added |
| Los Angeles Capital Management LLC | 16,038 | $1.15M | 0.00% | −127,248−88.8% | Reduced |
| Bridgefront Capital, LLC | 16,037 | $1.15M | 0.30% | +16,037 | New |
| Element Capital Management LLC | 16,000 | $1.15M | 0.06% | +16,000 | New |
| Cigna Investments Inc | 15,862 | $1.14M | 0.15% | −241−1.5% | Reduced |