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 |
|---|---|---|---|---|---|
| Axis Wealth Partners, LLC | 11,185 | $804.8K | 0.39% | −96−0.9% | Reduced |
| United Bank | 11,141 | $801.6K | 0.09% | −64−0.6% | Reduced |
| Birch Financial Group, LLC | 11,128 | $800.7K | 0.41% | −1,536−12.1% | Reduced |
| Van Diest Capital, LLC | 11,085 | $797.5K | 0.71% | +5,332+92.7% | Added |
| Evercore Wealth Management, LLC | 11,057 | $795.6K | 0.01% | −21−0.2% | Reduced |
| Choate Investment Advisors | 11,033 | $793.8K | 0.01% | 00.0% | Unchanged |
| Paragon Financial Partners, Inc. | 11,614 | $793.6K | 0.43% | 00.0% | Unchanged |
| Delta Asset Management LLC | 11,029 | $793.5K | 0.07% | +10+0.1% | Added |
| Advisor OS, LLC | 11,001 | $791.5K | 0.05% | −2,328−17.5% | Reduced |
| City State Bank | 11,000 | $791.5K | 0.18% | −343−3.0% | Reduced |
| Astoria Portfolio Advisors LLC. | 10,983 | $790.2K | 0.13% | +4,147+60.7% | Added |
| Acorn Wealth Advisors, LLC | 10,970 | $789.3K | 0.19% | +760+7.4% | Added |
| Argyle Capital Partners, LLC | 10,969 | $789.2K | 0.50% | +693+6.7% | Added |
| Cortland Associates Inc | 10,948 | $788.0K | 0.11% | +125+1.2% | Added |
| Capstone Capital Management Ltd | 10,951 | $787.9K | 0.35% | +10,951 | New |
| BIP Wealth, LLC | 10,916 | $785.4K | 0.02% | +3,105+39.8% | Added |
| Cladis Investment Advisory, LLC | 10,914 | $785.3K | 0.37% | +1,000+10.1% | Added |
| Waddell & Associates, LLC | 10,904 | $784.5K | 0.04% | +563+5.4% | Added |
| TFC Financial Management | 10,862 | $781.5K | 0.09% | +16+0.1% | Added |
| PKS Advisory Services, LLC | 10,856 | $781.0K | 0.12% | +578+5.6% | Added |
| Sowa Financial Group, Inc. | 10,850 | $781.0K | 0.36% | −266−2.4% | Reduced |
| Main Street Group, LTD | 10,809 | $777.7K | 0.18% | −31−0.3% | Reduced |
| N.E.W. Advisory Services LLC | 10,792 | $776.5K | 0.05% | +18+0.2% | Added |
| Beverly Hills Private Wealth, LLC | 10,786 | $776.1K | 0.15% | −16,228−60.1% | Reduced |
| Bath Savings Trust Co | 10,776 | $775.3K | 0.08% | +100+0.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,775 | $775.3K | 0.04% | −883−7.6% | Reduced |
| Atlas Capital Advisors LLC | 10,770 | $774.9K | 0.08% | +1,098+11.4% | Added |
| Greenfield Savings Bank | 10,760 | $774.2K | 0.29% | −170−1.6% | Reduced |
| CacheTech Inc. | 10,754 | $773.8K | 0.13% | +5,910+122.0% | Added |
| Proficio Capital Partners LLC | 10,740 | $772.8K | 0.03% | +10,740 | New |
| Supplemental Annuity Collective Trust of NJ | 10,711 | $770.7K | 0.20% | −655−5.8% | Reduced |
| Enzi Wealth | 10,976 | $770.1K | 0.24% | −73−0.7% | Reduced |
| Azimuth Capital Investment Management LLC | 10,700 | $769.9K | 0.03% | −100−0.9% | Reduced |
| American Financial & Tax Strategies Inc | 10,671 | $767.8K | 0.35% | −5,776−35.1% | Reduced |
| Nations Financial Group Inc, | 10,666 | $767.4K | 0.04% | +749+7.6% | Added |
| Patton Albertson Miller Group, LLC | 10,666 | $767.4K | 0.08% | −191−1.8% | Reduced |
| Providence Wealth Advisors, LLC | 10,500 | $767.0K | 0.45% | −129−1.2% | Reduced |
| Woodmont Investment Counsel LLC | 10,644 | $765.9K | 0.04% | −1,012−8.7% | Reduced |
| Prairie Advisory, LLC | 10,610 | $763.4K | 0.18% | +10,610 | New |
| Brown Miller Wealth Management, LLC | 10,600 | $762.7K | 0.19% | 00.0% | Unchanged |
| Fund Advisors of America Inc | 10,586 | $761.7K | 0.69% | −519−4.7% | Reduced |
| Inscription Capital, LLC | 10,583 | $761.4K | 0.07% | +1,764+20.0% | Added |
| Evelyn Partners Group Ltd | 10,571 | $760.6K | 0.01% | +10,571 | New |
| BridgePort Financial Solutions, LLC | 10,551 | $759.1K | 0.19% | +172+1.7% | Added |
| 180 Wealth Advisors, LLC | 10,539 | $758.3K | 0.08% | +12+0.1% | Added |
| Trust Point Inc. | 10,532 | $757.8K | 0.06% | +3,965+60.4% | Added |
| Transcend Wealth Collective, LLC | 10,494 | $755.0K | 0.05% | +4,373+71.4% | Added |
| Chapin Davis, Inc. | 10,463 | $752.8K | 0.13% | +40.0% | Added |
| Wealth Architects, LLC | 10,433 | $750.7K | 0.06% | −20−0.2% | Reduced |
| Keystone Wealth Services, LLC | 10,409 | $748.9K | 0.14% | +46+0.4% | Added |
| Siemens Fonds Invest GmbH | 10,386 | $747.3K | 0.04% | +48+0.5% | Added |
| Blueprint Investment Partners LLC | 10,377 | $746.7K | 0.06% | −1,116−9.7% | Reduced |
| Truvestments Capital LLC | 10,341 | $744.0K | 0.11% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10,327 | $743.0K | 0.07% | +69+0.7% | Added |
| Signal Advisors Wealth, LLC | 10,326 | $742.9K | 0.04% | −15,238−59.6% | Reduced |
| Spartan Wealth Advisory Services LLC | 10,319 | $742.4K | 0.06% | +431+4.4% | Added |
| Fee-Only Financial Planning, L.C. | 10,303 | $741.3K | 0.40% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 10,297 | $740.9K | 0.27% | −244−2.3% | Reduced |
| SageGuard Financial Group, LLC | 10,292 | $740.5K | 0.10% | +468+4.8% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 10,291 | $740.4K | 0.04% | +1,131+12.3% | Added |
| J. M. Brown & Associates Inc. | 10,278 | $739.6K | 0.42% | +10,278 | New |
| Fortress Private Ledger, LLC | 10,274 | $739.2K | 0.20% | +4,343+73.2% | Added |
| Sylvest Advisors, LLC | 10,267 | $738.7K | 0.33% | −350−3.3% | Reduced |
| Second Half Financial Partners, LLC | 10,263 | $738.4K | 0.30% | +1,363+15.3% | Added |
| Tocqueville Asset Management L.P. | 10,260 | $738.2K | 0.01% | −76−0.7% | Reduced |
| Wellington Shields Capital Management, LLC | 10,243 | $737.0K | 0.09% | −2,500−19.6% | Reduced |
| Douglass Winthrop Advisors, LLC | 10,223 | $735.5K | 0.01% | −3,013−22.8% | Reduced |
| Colonial Trust Co | 10,203 | $734.1K | 0.09% | −466−4.4% | Reduced |
| Vectors Research Management, LLC | 10,197 | $733.7K | 0.19% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10,177 | $732.2K | 0.13% | +905+9.8% | Added |
| Cornerstone Advisory, LLC | 10,142 | $729.7K | 0.06% | +183+1.8% | Added |
| Titleist Asset Management, LLC | 10,142 | $729.7K | 0.05% | −248−2.4% | Reduced |
| Rodgers Brothers Inc. | 10,086 | $725.7K | 0.07% | 00.0% | Unchanged |
| Romano Brothers and Company | 10,076 | $725.0K | 0.07% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 10,082 | $721.3K | 0.14% | −40−0.4% | Reduced |
| Howe & Rusling Inc | 10,017 | $720.7K | 0.04% | +967+10.7% | Added |
| Arnhold LLC | 10,000 | $719.5K | 0.05% | −5,000−33.3% | Reduced |
| Patron Partners Advisors, LLC | 9,996 | $719.2K | 0.28% | −584−5.5% | Reduced |
| Mosley Wealth Management | 9,990 | $718.8K | 0.23% | −6,603−39.8% | Reduced |
| Aaron Wealth Advisors | 9,988 | $718.6K | 0.04% | −1,302−11.5% | Reduced |
| Garden State Investment Advisory Services LLC | 9,969 | $717.2K | 0.14% | −487−4.7% | Reduced |
| Avaii Wealth Management, LLC | 9,958 | $716.4K | 0.21% | +257+2.6% | Added |
| Portside Wealth Group, LLC | 9,956 | $716.3K | 0.08% | +2,039+25.8% | Added |
| Tucker Asset Management LLC | 9,939 | $715.1K | 0.18% | +658+7.1% | Added |
| Cross Staff Investments Inc | 9,911 | $713.1K | 0.43% | −60−0.6% | Reduced |
| Guilbault Capital LLC | 9,904 | $712.6K | 0.72% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 9,895 | $711.9K | 0.09% | +14+0.1% | Added |
| Gryphon Financial Partners LLC | 9,890 | $711.6K | 0.06% | +2,259+29.6% | Added |
| Iams Wealth Management, LLC | 9,876 | $710.6K | 0.21% | +2,614+36.0% | Added |
| Heritage Family Offices, LLP | 9,867 | $709.9K | 0.27% | +739+8.1% | Added |
| Pacific Excel Wealth Advisors, Inc. | 9,867 | $709.9K | 0.27% | +9,867 | New |
| PCM Encore, LLC | 9,863 | $709.7K | 0.12% | −305−3.0% | Reduced |
| CFO4Life Group, LLC | 9,863 | $709.6K | 0.10% | +95+1.0% | Added |
| Monarch Capital Management Inc | 9,718 | $708.6K | 0.16% | +961+11.0% | Added |
| Fishman Jay A Ltd | 9,835 | $707.6K | 0.06% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 9,831 | $707.4K | 0.04% | −638−6.1% | Reduced |
| Summit Global Investments | 9,794 | $705.0K | 0.04% | −2,042−17.3% | Reduced |
| Private Advisory Group LLC | 9,794 | $704.7K | 0.04% | +379+4.0% | Added |
| Peregrine Asset Advisers, Inc. | 9,790 | $704.4K | 0.15% | +250+2.6% | Added |
| Colonial River Wealth Management, LLC | 9,770 | $703.0K | 0.20% | −1,088−10.0% | Reduced |