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 |
|---|---|---|---|---|---|
| Grant Private Wealth Management Inc | 9,744 | $701.1K | 0.30% | +2,386+32.4% | Added |
| RIA Advisory Group LLC | 9,744 | $701.1K | 0.16% | +393+4.2% | Added |
| Herold Advisors, Inc. | 9,717 | $701.0K | 0.14% | −62−0.6% | Reduced |
| FCG Investment Co | 9,742 | $700.9K | 0.24% | −986−9.2% | Reduced |
| Univest Financial Corp | 9,722 | $699.5K | 0.03% | −462−4.5% | Reduced |
| MSH Capital Advisors LLC | 9,703 | $698.2K | 0.12% | −340−3.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 9,703 | $698.1K | 0.10% | −47−0.5% | Reduced |
| Miracle Mile Advisors, LLC | 9,663 | $695.3K | 0.01% | +1,297+15.5% | Added |
| Monument Capital Management | 9,623 | $692.4K | 0.14% | +4,510+88.2% | Added |
| Peak Financial Advisors LLC | 9,619 | $692.1K | 0.29% | −182−1.9% | Reduced |
| Equitable Trust Co | 9,615 | $691.8K | 0.03% | +603+6.7% | Added |
| Wellington Shields & Co., LLC | 9,607 | $691.2K | 0.15% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 9,493 | $689.6K | 0.32% | +10.0% | Added |
| CRA Financial Services, LLC | 9,575 | $689.0K | 0.08% | +53+0.6% | Added |
| Gibson Capital, LLC | 9,573 | $688.8K | 0.11% | +17+0.2% | Added |
| Bedel Financial Consulting, Inc. | 9,552 | $687.3K | 0.07% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 9,549 | $687.1K | 0.08% | −675−6.6% | Reduced |
| Legacy Financial Advisors, Inc. | 9,521 | $685.0K | 0.08% | +179+1.9% | Added |
| Bouchey Financial Group Ltd | 9,411 | $682.2K | 0.04% | +1,072+12.9% | Added |
| Southern Michigan Bank & Trust | 9,462 | $680.8K | 0.24% | +1,903+25.2% | Added |
| 1832 Asset Management L.P. | 9,444 | $679.5K | 0.00% | +150+1.6% | Added |
| Cambria Investment Management, L.P. | 9,428 | $678.3K | 0.03% | −8,169−46.4% | Reduced |
| United Capital Management of KS, Inc. | 9,426 | $678.2K | 0.09% | +345+3.8% | Added |
| Powers Advisory Group, LLC | 9,411 | $677.1K | 0.21% | −72−0.8% | Reduced |
| Naples Global Advisors, LLC | 9,275 | $676.9K | 0.04% | −50−0.5% | Reduced |
| Concord Wealth Partners | 9,390 | $675.6K | 0.08% | +39+0.4% | Added |
| Cynosure Management, LLC | 9,385 | $675.3K | 0.10% | +9,385 | New |
| BAM Wealth Management, LLC | 9,377 | $674.7K | 0.42% | +1,226+15.0% | Added |
| Financial Planning Hawaii, Inc. | 9,350 | $672.8K | 0.36% | +30.0% | Added |
| BankPlus Trust Department | 9,308 | $669.7K | 0.16% | 00.0% | Unchanged |
| American Alpha Advisors, LLC | 9,290 | $668.4K | 0.40% | 00.0% | Unchanged |
| Axim Planning & Wealth | 9,274 | $667.3K | 0.94% | −325−3.4% | Reduced |
| Home Federal Bank of Tennessee | 9,265 | $666.6K | 0.14% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 9,263 | $666.4K | 0.03% | +100+1.1% | Added |
| Tufton Capital Management | 9,264 | $666.0K | 0.11% | +126+1.4% | Added |
| Fortis Capital Advisors, LLC | 9,233 | $664.4K | 0.07% | −814−8.1% | Reduced |
| Liberty Square Wealth Partners LLC | 9,228 | $664.0K | 0.16% | −276−2.9% | Reduced |
| White Lighthouse Investment Management Inc. | 9,203 | $662.1K | 0.08% | +10.0% | Added |
| Lafayette Investments, Inc. | 9,188 | $661.1K | 0.12% | 00.0% | Unchanged |
| October Effect Ltd | 9,177 | $660.3K | 0.62% | −100−1.1% | Reduced |
| Quantbot Technologies LP | 9,162 | $659.2K | 0.03% | −4,689−33.9% | Reduced |
| Northcape Wealth Management, LLC | 9,158 | $658.9K | 0.17% | −495−5.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,129 | $656.8K | 0.07% | −281−3.0% | Reduced |
| Montecito Bank & Trust | 9,119 | $656.1K | 0.10% | 00.0% | Unchanged |
| One + One Wealth Management, LLC | 9,099 | $654.7K | 0.29% | −79−0.9% | Reduced |
| Smith, Salley & Associates | 9,095 | $654.4K | 0.03% | −486−5.1% | Reduced |
| Trustmark National Bank Trust Department | 9,078 | $653.2K | 0.04% | +182+2.0% | Added |
| Skyline Advisors, Inc. | 9,055 | $651.5K | 0.20% | 00.0% | Unchanged |
| Addison Capital Co | 9,050 | $651.2K | 0.11% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 9,024 | $649.3K | 0.09% | +9,024 | New |
| Symphony Financial Services, Inc. | 9,020 | $649.0K | 0.29% | −25−0.3% | Reduced |
| Duncker Streett & Co Inc | 9,007 | $648.0K | 0.11% | +255+2.9% | Added |
| Krane Funds Advisors LLC | 9,006 | $648.0K | 0.02% | −104−1.1% | Reduced |
| Harbor Investment Advisory, LLC | 9,000 | $647.5K | 0.05% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 8,959 | $643.2K | 0.23% | +418+4.9% | Added |
| Howard Financial Services, Ltd. | 8,895 | $640.0K | 0.06% | −550−5.8% | Reduced |
| Golden Road Advisors LLC | 8,892 | $639.8K | 0.31% | +8,892 | New |
| Reliant Investment Partners, LLC | 8,888 | $639.5K | 0.44% | −681−7.1% | Reduced |
| International Private Wealth Advisors LLC | 8,873 | $638.4K | 0.33% | +1,471+19.9% | Added |
| Allen Capital Group, LLC | 8,833 | $635.5K | 0.05% | +497+6.0% | Added |
| Cahill Financial Advisors Inc | 8,832 | $635.4K | 0.06% | +13+0.1% | Added |
| ETF Store, Inc. | 8,826 | $635.0K | 0.53% | +102+1.2% | Added |
| Essex Savings Bank | 8,825 | $635.0K | 0.14% | +25+0.3% | Added |
| Buckhead Capital Management LLC | 8,823 | $634.8K | 0.22% | −79−0.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,805 | $633.5K | 0.03% | −378−4.1% | Reduced |
| Frisch Financial Group, Inc. | 8,621 | $629.4K | 0.11% | −133−1.5% | Reduced |
| Mindset Wealth Management, LLC | 8,746 | $629.3K | 0.12% | −1,000−10.3% | Reduced |
| Main Street Financial Solutions, LLC | 8,744 | $629.1K | 0.04% | −27−0.3% | Reduced |
| Quadcap Wealth Management, LLC | 8,742 | $629.0K | 0.06% | −131−1.5% | Reduced |
| Orca Investment Management, LLC | 8,738 | $628.7K | 0.46% | −86−1.0% | Reduced |
| Abel Hall, LLC | 8,738 | $628.7K | 0.11% | +483+5.9% | Added |
| William Allan, LLC | 8,731 | $628.2K | 0.31% | +10+0.1% | Added |
| Wealth Effects LLC | 8,728 | $628.0K | 0.17% | −184−2.1% | Reduced |
| Summit Wealth Partners, LLC | 8,728 | $627.9K | 0.09% | +21+0.2% | Added |
| Uniting Wealth Partners, LLC | 8,595 | $627.5K | 0.13% | −358−4.0% | Reduced |
| Partners Wealth Management, LLC | 8,676 | $624.2K | 0.61% | −33−0.4% | Reduced |
| Syverson Strege & Co | 8,652 | $622.5K | 0.14% | +2,682+44.9% | Added |
| First National Bank & Trust Co of Newtown | 9,110 | $622.5K | 0.13% | −325−3.4% | Reduced |
| Lavaca Capital LLC | 8,628 | $620.8K | 0.06% | +894+11.6% | Added |
| Ameriflex Group, Inc. | 8,627 | $620.7K | 0.25% | −301−3.4% | Reduced |
| Shelton Capital Management | 8,616 | $619.9K | 0.01% | −276−3.1% | Reduced |
| OneAscent Financial Services LLC | 8,610 | $619.5K | 0.03% | +235+2.8% | Added |
| Waldron Private Wealth LLC | 8,602 | $618.9K | 0.02% | +42+0.5% | Added |
| Goldstone Financial Group, LLC | 8,594 | $618.4K | 0.06% | −458−5.1% | Reduced |
| Accredited Investors Inc. | 8,587 | $617.8K | 0.03% | +20.0% | Added |
| bLong Financial, LLC | 8,579 | $617.3K | 0.40% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 8,562 | $616.0K | 0.04% | +326+4.0% | Added |
| Versant Capital Management, Inc | 8,555 | $615.5K | 0.06% | +519+6.5% | Added |
| Diligent Investors, LLC | 8,551 | $615.2K | 0.14% | +6+0.1% | Added |
| IFG Advisors, LLC | 8,525 | $613.4K | 0.08% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 8,518 | $612.9K | 0.02% | −200−2.3% | Reduced |
| Southland Equity Partners LLC | 8,515 | $612.7K | 0.11% | +27+0.3% | Added |
| Affinity Capital Advisors, LLC | 8,505 | $611.3K | 0.08% | −236−2.7% | Reduced |
| L2 Asset Management, LLC | 8,456 | $608.8K | 0.06% | −271−3.1% | Reduced |
| Capital Asset Advisory Services LLC | 8,460 | $608.7K | 0.02% | +412+5.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 8,460 | $608.7K | 0.07% | +207+2.5% | Added |
| WBH Advisory Inc | 8,446 | $607.7K | 0.04% | −95−1.1% | Reduced |
| Mattern Wealth Management LLC | 8,431 | $606.6K | 0.10% | +85+1.0% | Added |
| Ocean Capital Management, LLC | 8,400 | $604.4K | 0.11% | +36+0.4% | Added |
| First Business Financial Services, Inc. | 8,384 | $603.2K | 0.05% | +78+0.9% | Added |