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 |
|---|---|---|---|---|---|
| BankChampaign, National Association | 8,376 | $602.7K | 0.46% | −14−0.2% | Reduced |
| Challenger Wealth Management | 8,371 | $602.3K | 0.44% | +234+2.9% | Added |
| LRI Investments, LLC | 8,326 | $599.1K | 0.05% | −183−2.2% | Reduced |
| Orion Investment Co | 8,310 | $597.9K | 0.18% | +14+0.2% | Added |
| WealthPlan Investment Management, LLC | 8,306 | $597.6K | 0.03% | +687+9.0% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 8,289 | $596.4K | 0.08% | +1,000+13.7% | Added |
| Sage Capital Advisors,llc | 8,263 | $594.5K | 0.12% | +43+0.5% | Added |
| Sound Income Strategies, LLC | 8,244 | $593.1K | 0.03% | +787+10.6% | Added |
| Maimon Wealth Management Ltd. | 8,233 | $592.4K | 0.46% | 00.0% | Unchanged |
| Winning Points Advisors, LLC | 8,225 | $591.8K | 0.78% | −147−1.8% | Reduced |
| FourThought Financial Partners, LLC | 8,220 | $591.4K | 0.05% | +14+0.2% | Added |
| Juno Financial Group LLC | 8,195 | $589.6K | 0.21% | +142+1.8% | Added |
| Armstrong Advisory Group, Inc | 8,169 | $587.8K | 0.04% | −467−5.4% | Reduced |
| Smith Shellnut Wilson LLC | 8,121 | $584.3K | 0.22% | 00.0% | Unchanged |
| Westmount Partners, LLC | 8,093 | $582.3K | 0.13% | +59+0.7% | Added |
| O'Rourke & Company, Inc | 8,083 | $581.6K | 0.20% | +623+8.4% | Added |
| Wendell David Associates Inc | 8,081 | $581.0K | 0.06% | 00.0% | Unchanged |
| Clarion Wealth Managment Partners, LLC | 8,073 | $580.9K | 0.47% | +46+0.6% | Added |
| Fragasso Group Inc. | 8,059 | $579.8K | 0.03% | +403+5.3% | Added |
| Riverbend Wealth Management, LLC | 8,051 | $579.3K | 0.29% | +1,641+25.6% | Added |
| Fell Capital Management | 8,050 | $579.2K | 0.49% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 8,024 | $577.3K | 0.11% | +845+11.8% | Added |
| Cheviot Value Management, LLC | 8,015 | $576.7K | 0.06% | +7+0.1% | Added |
| Reaves W H & Co Inc | 8,000 | $575.6K | 0.01% | 00.0% | Unchanged |
| DDFG, Inc | 7,976 | $573.9K | 0.11% | −30.0% | Reduced |
| Councilmark Asset Management, LLC | 7,966 | $573.2K | 0.30% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 7,939 | $571.2K | 0.12% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 7,934 | $570.9K | 0.12% | −804−9.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 7,905 | $569.0K | 0.01% | −205−2.5% | Reduced |
| Montag A & Associates Inc | 7,788 | $568.5K | 0.02% | +55+0.7% | Added |
| PFG Advisors | 7,901 | $568.5K | 0.03% | −866−9.9% | Reduced |
| OmniStar Financial Group, Inc. | 7,899 | $568.4K | 0.26% | −187−2.3% | Reduced |
| Heritage Wealth Management, Inc. | 7,893 | $567.9K | 0.14% | +15+0.2% | Added |
| HighMark Wealth Management LLC | 7,889 | $567.6K | 0.19% | +121+1.6% | Added |
| Wakefield Asset Management LLLP | 7,888 | $567.6K | 0.13% | +247+3.2% | Added |
| Thoroughbred Financial Services, LLC | 7,889 | $567.0K | 0.03% | +1,400+21.6% | Added |
| Candriam Luxembourg S.C.A. | 7,883 | $566.6K | 0.00% | +56+0.7% | Added |
| West Bancorporation Inc | 7,848 | $564.7K | 0.24% | +1,332+20.4% | Added |
| Pitcairn Wealth Advisors LLC | 7,839 | $564.0K | 0.06% | +459+6.2% | Added |
| Quotient Wealth Partners, LLC | 7,828 | $563.3K | 0.01% | +658+9.2% | Added |
| Flow Traders U.S. LLC | 7,816 | $562.0K | 0.02% | +7,816 | New |
| Stablepoint Partners, LLC | 7,802 | $561.4K | 0.08% | 00.0% | Unchanged |
| Tower Bridge Advisors | 7,791 | $560.6K | 0.05% | +107+1.4% | Added |
| Pflug Koory, LLC | 7,786 | $560.2K | 0.22% | +30+0.4% | Added |
| MBL Wealth, LLC | 7,763 | $558.5K | 0.04% | +240+3.2% | Added |
| Venturi Wealth Management, LLC | 7,762 | $558.5K | 0.02% | +940+13.8% | Added |
| Coastal Bridge Advisors, LLC | 7,758 | $558.1K | 0.03% | +416+5.7% | Added |
| Americana Partners, LLC | 7,747 | $557.4K | 0.01% | +2,614+50.9% | Added |
| Ewa, LLC | 7,745 | $557.2K | 0.10% | +875+12.7% | Added |
| Private Client Services, LLC | 7,730 | $556.2K | 0.15% | +128+1.7% | Added |
| Successful Portfolios LLC | 7,743 | $554.8K | 0.26% | +38+0.5% | Added |
| Holland Advisory Services, Inc. | 7,710 | $554.8K | 0.61% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 7,680 | $552.6K | 0.09% | +473+6.6% | Added |
| Excelsior Advisor Network LLC | 7,680 | $552.6K | 0.07% | +912+13.5% | Added |
| Manchester Capital Management LLC | 7,668 | $551.7K | 0.07% | +34+0.4% | Added |
| West Chester Capital Advisors, Inc | 7,667 | $551.6K | 0.37% | −2,340−23.4% | Reduced |
| Everhart Financial Group, Inc. | 7,666 | $551.6K | 0.04% | −75−1.0% | Reduced |
| Sittner & Nelson, LLC | 7,665 | $551.5K | 0.17% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 7,658 | $551.0K | 0.02% | −657−7.9% | Reduced |
| Centennial Bank | 7,637 | $549.5K | 0.18% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 7,631 | $549.0K | 0.17% | +74+1.0% | Added |
| Fort Point Capital Partners LLC | 7,520 | $548.9K | 0.06% | −86−1.1% | Reduced |
| Destination Wealth Management | 7,607 | $547.3K | 0.01% | −512−6.3% | Reduced |
| Diversified Management Inc | 7,603 | $547.0K | 0.12% | −918−10.8% | Reduced |
| Everpar Advisors LLC | 7,602 | $547.0K | 0.16% | +425+5.9% | Added |
| Asahi Life Asset Management Co., Ltd. | 7,602 | $547.0K | 0.31% | +7,602 | New |
| Secured Retirement Advisors, LLC | 7,592 | $546.2K | 0.28% | +47+0.6% | Added |
| Integrity Advisory Solutions, LLC | 7,567 | $544.5K | 0.06% | +7,567 | New |
| Sym Financial Corp | 7,558 | $543.8K | 0.04% | +334+4.6% | Added |
| Marshall Financial Group LLC | 7,557 | $543.7K | 0.08% | −25−0.3% | Reduced |
| Keel Point, LLC | 7,556 | $543.6K | 0.03% | +2,259+42.6% | Added |
| Community Trust & Investment Co | 7,555 | $543.6K | 0.03% | −1,079−12.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,554 | $543.5K | 0.00% | +7,554 | New |
| CLG LLC | 7,530 | $541.8K | 0.12% | +32+0.4% | Added |
| Rare Wolf Capital LLC | 7,529 | $541.7K | 0.35% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 7,518 | $540.9K | 0.05% | −25−0.3% | Reduced |
| SFMG, LLC | 7,510 | $540.3K | 0.03% | +83+1.1% | Added |
| National Wealth Management Group, LLC | 7,505 | $540.0K | 0.17% | +87+1.2% | Added |
| First Western Trust Bank | 7,480 | $538.2K | 0.03% | −62−0.8% | Reduced |
| Opal Wealth Advisors, LLC | 7,455 | $536.4K | 0.12% | +619+9.1% | Added |
| South Dakota Investment Council | 7,449 | $536.0K | 0.01% | −11,468−60.6% | Reduced |
| Schmidt P J Investment Management Inc | 7,449 | $536.0K | 0.08% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 7,442 | $535.5K | 0.02% | +2,600+53.7% | Added |
| Firethorn Wealth Partners, LLC | 7,406 | $532.9K | 0.17% | +41+0.6% | Added |
| McElhenny Sheffield Capital Management, LLC | 7,396 | $532.1K | 0.13% | +66+0.9% | Added |
| NorthCrest Asset Manangement, LLC | 7,412 | $530.6K | 0.01% | +2,359+46.7% | Added |
| Souders Financial Advisors | 7,374 | $530.6K | 0.05% | +407+5.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,371 | $530.3K | 0.05% | −103−1.4% | Reduced |
| Second Line Capital, LLC | 7,257 | $529.8K | 0.10% | −263−3.5% | Reduced |
| Compass Wealth Management, LLC | 7,362 | $529.7K | 0.21% | +30.0% | Added |
| Hendershot Investments Inc. | 7,362 | $529.7K | 0.07% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 7,356 | $529.2K | 0.09% | +41+0.6% | Added |
| Berger Financial Group, Inc | 7,354 | $529.1K | 0.03% | −69−0.9% | Reduced |
| Range Advisory, LLC | 7,311 | $526.0K | 0.06% | +3,936+116.6% | Added |
| Institute for Wealth Management, LLC. | 7,298 | $525.1K | 0.05% | −1,223−14.4% | Reduced |
| Brown Financial Advisors | 7,283 | $524.0K | 0.18% | −165−2.2% | Reduced |
| Bingham Private Wealth, LLC | 7,271 | $523.1K | 0.36% | −98−1.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,259 | $522.3K | 0.01% | −19−0.3% | Reduced |
| EPG Wealth Management LLC | 7,248 | $521.5K | 0.12% | +19+0.3% | Added |
| EJMK Ventures LLC | 7,192 | $520.5K | 0.24% | +1,355+23.2% | Added |