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 |
|---|---|---|---|---|---|
| Boston Partners | 15,596 | $1.14M | 0.00% | +6,803+77.4% | Added |
| Cozad Asset Management Inc | 15,824 | $1.14M | 0.07% | +808+5.4% | Added |
| Checchi Capital Advisers, LLC | 15,789 | $1.14M | 0.07% | −348−2.2% | Reduced |
| Arvest Investments, Inc. | 15,735 | $1.13M | 0.14% | +15,735 | New |
| NBC Securities, Inc. | 15,704 | $1.13M | 0.08% | +1,149+7.9% | Added |
| Mosaic Family Wealth Partners, LLC | 15,657 | $1.13M | 0.08% | +945+6.4% | Added |
| Moody Lynn & Lieberson, LLC | 15,654 | $1.13M | 0.06% | −104−0.7% | Reduced |
| Alpha Omega Wealth Management LLC | 15,614 | $1.12M | 0.17% | +31+0.2% | Added |
| Chelsea Counsel Co | 15,310 | $1.12M | 0.47% | −1,400−8.4% | Reduced |
| Welch & Forbes LLC | 15,504 | $1.12M | 0.01% | −2,919−15.8% | Reduced |
| Galvin, Gaustad & Stein, LLC | 15,369 | $1.11M | 0.08% | +717+4.9% | Added |
| North Star Investment Management Corp. | 15,363 | $1.11M | 0.06% | +360+2.4% | Added |
| Evernest Financial Advisors, LLC | 15,363 | $1.11M | 0.23% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 15,328 | $1.10M | 0.31% | +50+0.3% | Added |
| Bartlett & Co. Wealth Management LLC | 15,084 | $1.10M | 0.01% | −107−0.7% | Reduced |
| Perpetual Ltd | 15,232 | $1.10M | 0.02% | −19,409−56.0% | Reduced |
| Royal Palms Capital LLC | 15,181 | $1.09M | 0.96% | −173−1.1% | Reduced |
| Magnolia Capital Advisors LLC | 15,156 | $1.09M | 0.19% | +127+0.8% | Added |
| Centiva Capital, LP | 15,154 | $1.09M | 0.04% | +11,939+371.4% | Added |
| Ameritas Investment Partners, Inc. | 15,130 | $1.09M | 0.03% | −811−5.1% | Reduced |
| Catalyst Funds Management Pty Ltd | 15,054 | $1.08M | 0.06% | −28,550−65.5% | Reduced |
| Kapstone Financial Advisors LLC | 15,041 | $1.08M | 0.45% | −164−1.1% | Reduced |
| StoneX Group Inc. | 14,803 | $1.08M | 0.04% | +3,552+31.6% | Added |
| Compagnie Lombard Odier SCmA | 15,000 | $1.08M | 0.01% | 00.0% | Unchanged |
| MYDA Advisors LLC | 15,000 | $1.08M | 0.26% | +15,000 | New |
| Profund Advisors LLC | 14,985 | $1.08M | 0.03% | −1,930−11.4% | Reduced |
| KC Investment Advisors, LLC | 14,971 | $1.08M | 0.20% | +546+3.8% | Added |
| Stirlingshire Investments, Inc. | 14,704 | $1.07M | 0.80% | +3,304+29.0% | Added |
| CWS Financial Advisors, LLC | 14,868 | $1.07M | 0.24% | +62+0.4% | Added |
| Williams Jones Wealth Management, LLC. | 14,780 | $1.06M | 0.01% | +49+0.3% | Added |
| Plimoth Trust Co LLC | 14,713 | $1.06M | 0.21% | −460−3.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 14,686 | $1.06M | 0.28% | +10+0.1% | Added |
| Tompkins Financial Corp | 14,685 | $1.06M | 0.07% | +3,277+28.7% | Added |
| WealthPLAN Partners, LLC | 14,627 | $1.05M | 0.20% | −257−1.7% | Reduced |
| Courier Capital LLC | 14,621 | $1.05M | 0.05% | +14+0.1% | Added |
| Centennial Wealth Advisory LLC | 14,578 | $1.05M | 0.23% | +1,844+14.5% | Added |
| Bill Few Associates, Inc. | 14,519 | $1.04M | 0.22% | −43−0.3% | Reduced |
| Diversified Enterprises, LLC | 14,487 | $1.04M | 0.05% | +201+1.4% | Added |
| Highland Financial Advisors, LLC | 14,437 | $1.04M | 0.23% | −799−5.2% | Reduced |
| Roman Butler Fullerton & Co | 14,443 | $1.04M | 0.25% | +3,514+32.2% | Added |
| Forum Financial Management, LP | 14,414 | $1.04M | 0.01% | +943+7.0% | Added |
| Purkiss Capital Advisors LLC | 14,392 | $1.04M | 0.39% | −1,622−10.1% | Reduced |
| VeraBank, N.A. | 14,338 | $1.03M | 0.17% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 14,334 | $1.03M | 0.21% | +20.0% | Added |
| Gilliland Jeter Wealth Management LLC | 14,278 | $1.03M | 0.27% | +32+0.2% | Added |
| Calamos Wealth Management LLC | 14,272 | $1.03M | 0.03% | +200+1.4% | Added |
| Elyxium Wealth, LLC | 14,264 | $1.03M | 0.11% | +8,423+144.2% | Added |
| MOKAN Wealth Management Inc. | 14,264 | $1.03M | 0.39% | +4,073+40.0% | Added |
| City National Bank of Florida | 14,243 | $1.02M | 0.43% | −1,686−10.6% | Reduced |
| Aviance Capital Partners, LLC | 14,235 | $1.02M | 0.11% | +1,168+8.9% | Added |
| Symmetry Partners, LLC | 14,235 | $1.02M | 0.05% | +1,328+10.3% | Added |
| Klingenstein Fields & Co LP | 14,221 | $1.02M | 0.04% | −1,144−7.4% | Reduced |
| SNS Financial Group, LLC | 14,215 | $1.02M | 0.02% | +8,769+161.0% | Added |
| Holderness Investments Co | 14,168 | $1.02M | 0.17% | +95+0.7% | Added |
| F/M Investments LLC | 14,159 | $1.02M | 0.05% | −67−0.5% | Reduced |
| Koenig Investment Advisory, LLC | 14,148 | $1.02M | 0.79% | −690−4.7% | Reduced |
| Horst & Graben Wealth Management LLC | 14,195 | $1.02M | 0.13% | +133+0.9% | Added |
| American National Bank | 14,112 | $1.02M | 0.09% | 00.0% | Unchanged |
| Miller Financial Services LLC | 14,107 | $1.01M | 0.82% | +2,138+17.9% | Added |
| Spears Abacus Advisors LLC | 14,095 | $1.01M | 0.02% | +765+5.7% | Added |
| Avestar Capital, LLC | 14,090 | $1.01M | 0.06% | +224+1.6% | Added |
| Compass Financial Management LLC | 14,284 | $1.01M | 0.12% | +14,284 | New |
| Parkside Financial Bank & Trust | 14,036 | $1.01M | 0.07% | −429−3.0% | Reduced |
| Xcel Wealth Management, LLC | 14,007 | $1.01M | 0.24% | +2,003+16.7% | Added |
| Guardian Partners Inc. | 14,000 | $1.01M | 0.09% | −251−1.8% | Reduced |
| National Philanthropic Trust | 13,992 | $1.01M | 0.01% | 00.0% | Unchanged |
| Ardent Capital Management, Inc. | 13,910 | $1.00M | 0.42% | −776−5.3% | Reduced |
| Longfellow Investment Management Co LLC | 13,900 | $1.00M | 0.20% | −58−0.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 13,841 | $995.8K | 0.12% | +292+2.2% | Added |
| Brindle & Bay Financial Advisors, LLC | 13,832 | $995.2K | 0.50% | +1,208+9.6% | Added |
| Samalin Investment Counsel, LLC | 13,810 | $993.7K | 0.32% | −232−1.7% | Reduced |
| Patten & Patten Inc | 13,784 | $991.8K | 0.05% | −200−1.4% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 13,774 | $991.1K | 0.05% | +426+3.2% | Added |
| Pallas Capital Advisors LLC | 13,760 | $990.0K | 0.03% | +1,569+12.9% | Added |
| Langley Wealth Management, LLC | 13,700 | $985.7K | 0.96% | +13,700 | New |
| Koss-Olinger Consulting, LLC | 13,695 | $985.3K | 0.08% | −838−5.8% | Reduced |
| Signature Wealth Management Partners, LLC | 13,645 | $981.8K | 0.46% | +10.0% | Added |
| SP Asset Management LLC | 13,644 | $981.7K | 0.08% | +176+1.3% | Added |
| Chicago Capital, LLC | 13,605 | $978.9K | 0.02% | −349−2.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 13,588 | $977.7K | 0.02% | +1,459+12.0% | Added |
| Strathmore Capital Advisors, Inc. | 13,374 | $976.1K | 0.26% | +319+2.4% | Added |
| Fiduciary Group LLC | 13,548 | $974.8K | 0.08% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 13,546 | $974.7K | 0.32% | +83+0.6% | Added |
| MBA Advisors LLC | 13,525 | $973.1K | 0.33% | −19−0.1% | Reduced |
| Grimes & Company, Inc. | 13,512 | $972.2K | 0.02% | +315+2.4% | Added |
| Hazlett, Burt & Watson, Inc. | 13,492 | $972.0K | 0.26% | 00.0% | Unchanged |
| Resolute Partners Group | 13,308 | $971.6K | 0.23% | −1,005−7.0% | Reduced |
| Jefferies Financial Group Inc. | 13,342 | $960.0K | 0.01% | +2,502+23.1% | Added |
| Brooks, Moore & Associates, Inc. | 13,331 | $959.2K | 0.43% | +1,576+13.4% | Added |
| Capital International Sarl | 13,315 | $958.0K | 0.01% | −5,137−27.8% | Reduced |
| Linscomb & Williams, Inc. | 13,314 | $957.9K | 0.04% | −1,843−12.2% | Reduced |
| Exchange Bank | 13,297 | $956.7K | 0.60% | −249−1.8% | Reduced |
| Davis Capital Management | 13,267 | $954.6K | 0.57% | −130−1.0% | Reduced |
| Bull Harbor Capital LLC | 13,260 | $954.1K | 0.19% | +637+5.0% | Added |
| Gladstone Institutional Advisory LLC | 13,250 | $953.3K | 0.03% | +623+4.9% | Added |
| Vermillion & White Wealth Management Group, LLC | 13,237 | $952.4K | 0.48% | −1,346−9.2% | Reduced |
| NorthStar Asset Management LLC | 13,215 | $950.8K | 0.39% | −66−0.5% | Reduced |
| Gsa Capital Partners LLP | 13,149 | $946.0K | 0.06% | +13,149 | New |
| Dakota Wealth Management | 13,108 | $943.1K | 0.02% | +274+2.1% | Added |
| Tevis Investment Management | 12,866 | $939.3K | 0.51% | 00.0% | Unchanged |