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
Q3 2026 data is still coming in: 11 institutions have reported holding MO so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| E Fund Management Co., Ltd. | 6,198 | $445.9K | 0.01% | −60−1.0% | Reduced |
| Wealth Management Associates, Inc. | 6,196 | $445.8K | 0.12% | −72−1.1% | Reduced |
| Horizon Wealth Management, LLC | 6,189 | $445.3K | 0.06% | +1,998+47.7% | Added |
| Alta Advisers Ltd | 6,164 | $443.5K | 0.10% | −300−4.6% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 6,150 | $442.5K | 0.30% | −495−7.4% | Reduced |
| NFP Retirement, Inc. | 6,149 | $442.4K | 0.02% | +806+15.1% | Added |
| Claro Advisors LLC | 6,138 | $441.7K | 0.05% | +290+5.0% | Added |
| Concorde Asset Management, LLC | 6,035 | $440.6K | 0.25% | −382−6.0% | Reduced |
| ORG Wealth Partners, LLC | 6,116 | $440.1K | 0.07% | −3,187−34.3% | Reduced |
| West Family Investments, Inc. | 6,103 | $439.1K | 0.13% | +93+1.5% | Added |
| GDS Wealth Management | 6,090 | $438.2K | 0.02% | +1,202+24.6% | Added |
| Keebeck Wealth Management, LLC | 5,982 | $437.0K | 0.04% | +1,916+47.1% | Added |
| Putney Financial Group LLC | 6,070 | $436.7K | 0.39% | −900−12.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 5,981 | $436.5K | 0.03% | +444+8.0% | Added |
| Grandfield & Dodd, LLC | 6,048 | $435.2K | 0.02% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 6,026 | $433.6K | 0.03% | −1,020−14.5% | Reduced |
| Kornitzer Capital Management Inc | 6,002 | $431.8K | 0.01% | 00.0% | Unchanged |
| Prairiewood Capital, LLC | 6,000 | $431.7K | 0.11% | −466−7.2% | Reduced |
| Philadelphia Investment Partners, LLC | 6,631 | $431.5K | 0.27% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 5,984 | $430.5K | 0.03% | −4,101−40.7% | Reduced |
| SmartHarvest Portfolios, LLC | 5,970 | $429.5K | 0.14% | +815+15.8% | Added |
| Sharp Financial Services, LLC | 5,968 | $429.4K | 0.20% | 00.0% | Unchanged |
| Banque Transatlantique SA | 7,657 | $429.3K | 0.01% | +32+0.4% | Added |
| Silvant Capital Management LLC | 5,966 | $429.3K | 0.01% | 00.0% | Unchanged |
| Carson Advisory Inc. | 5,962 | $429.0K | 0.20% | +3+0.1% | Added |
| Somerset Trust Co | 5,948 | $428.0K | 0.12% | −331−5.3% | Reduced |
| MWA Asset Management | 5,913 | $425.4K | 0.19% | +175+3.0% | Added |
| Magnus Financial Group LLC | 5,911 | $425.3K | 0.03% | +21+0.4% | Added |
| McAdam, LLC | 5,898 | $424.4K | 0.02% | +660+12.6% | Added |
| Alliance Wealth Advisors, LLC | 5,881 | $423.1K | 0.17% | −100−1.7% | Reduced |
| Balboa Wealth Partners | 5,881 | $423.1K | 0.06% | +13+0.2% | Added |
| Albion Financial Group | 5,876 | $422.8K | 0.02% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 5,869 | $422.3K | 0.15% | +165+2.9% | Added |
| Financial Engines Advisors L.L.C. | 5,861 | $421.7K | 0.00% | −208−3.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 5,855 | $421.3K | 0.11% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 5,840 | $420.2K | 0.08% | −4,136−41.5% | Reduced |
| Alongside, LLC | 5,840 | $420.2K | 0.08% | +5,840 | New |
| Park Place Capital Corp | 5,838 | $420.0K | 0.07% | +1,791+44.3% | Added |
| Hedeker Wealth, LLC | 5,829 | $419.4K | 0.08% | +84+1.5% | Added |
| Capital Squared Financial LLC | 5,820 | $418.8K | 0.27% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 5,816 | $418.4K | 0.03% | −20.0% | Reduced |
| Defender Capital, LLC. | 5,810 | $418.0K | 0.14% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 5,809 | $418.0K | 0.03% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 5,609 | $416.2K | 0.14% | +2,384+73.9% | Added |
| Toews Corp | 5,776 | $415.6K | 0.06% | +5,776 | New |
| Ridgecrest Wealth Partners, LLC | 5,761 | $414.5K | 0.20% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 5,757 | $414.2K | 0.09% | −20.0% | Reduced |
| First American Trust, FSB | 5,749 | $413.7K | 0.02% | +2,533+78.8% | Added |
| Legacy Trust | 5,746 | $413.4K | 0.07% | −225−3.8% | Reduced |
| Elevated Capital Advisors, LLC | 5,726 | $412.0K | 0.11% | −6,460−53.0% | Reduced |
| Roxbury Financial LLC | 5,723 | $411.8K | 0.33% | −100−1.7% | Reduced |
| 1st Source Bank | 5,722 | $411.7K | 0.02% | −100−1.7% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 5,633 | $411.4K | 0.07% | +5,633 | New |
| Gilman Hill Asset Management, LLC | 5,714 | $411.1K | 0.06% | −1,040−15.4% | Reduced |
| American Institute for Advanced Investment Management, LLP | 5,704 | $410.4K | 0.24% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5,616 | $410.0K | 0.18% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 5,686 | $409.1K | 0.03% | 00.0% | Unchanged |
| Manchester Financial Inc | 5,680 | $408.7K | 0.07% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 5,664 | $407.5K | 0.17% | −136−2.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 5,657 | $407.0K | 0.09% | +4+0.1% | Added |
| Silver Coast Investments LLC | 5,655 | $406.9K | 0.12% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 5,653 | $406.7K | 0.25% | 00.0% | Unchanged |
| Well Done, LLC | 5,618 | $404.2K | 0.05% | +27+0.5% | Added |
| Trace Wealth Advisors, LLC | 5,617 | $404.1K | 0.26% | −580−9.4% | Reduced |
| Constant Guidance Financial LLC | 5,609 | $403.6K | 0.25% | −1,550−21.7% | Reduced |
| Adams Wealth Management | 5,602 | $403.1K | 0.08% | +758+15.6% | Added |
| Winthrop Partners - WNY, LLC | 5,600 | $402.9K | 0.20% | −200−3.4% | Reduced |
| Leslie Global Wealth, LLC | 5,597 | $402.7K | 0.16% | +148+2.7% | Added |
| Penobscot Investment Management Company, Inc. | 5,596 | $402.6K | 0.03% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 5,591 | $402.3K | 0.15% | −447−7.4% | Reduced |
| Richardson Financial Services Inc. | 5,591 | $402.3K | 0.23% | +23+0.4% | Added |
| Latitude Advisors, LLC | 5,590 | $402.2K | 0.16% | +1,845+49.3% | Added |
| RS Crum Inc. | 5,588 | $402.1K | 0.08% | 00.0% | Unchanged |
| St Germain D J Co Inc | 5,587 | $402.0K | 0.01% | +462+9.0% | Added |
| Peoples Financial Services Corp. | 5,585 | $401.8K | 0.17% | −100−1.8% | Reduced |
| Summitry LLC | 5,571 | $400.8K | 0.01% | +5,571 | New |
| Gratus Wealth Advisors, LLC | 5,546 | $399.1K | 0.05% | +11+0.2% | Added |
| 626 Financial, LLC | 5,535 | $398.2K | 0.16% | −559−9.2% | Reduced |
| Old Second National Bank of Aurora | 5,530 | $397.9K | 0.08% | 00.0% | Unchanged |
| Alteri Wealth LLC | 5,520 | $397.2K | 0.11% | +587+11.9% | Added |
| Impact Capital Partners LLC | 5,513 | $396.7K | 0.11% | −55−1.0% | Reduced |
| Center for Financial Planning, Inc. | 5,507 | $396.2K | 0.04% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 5,506 | $396.1K | 0.28% | +15+0.3% | Added |
| Canvas Wealth Advisors, LLC | 5,495 | $395.4K | 0.06% | +367+7.2% | Added |
| First County Bank | 5,493 | $395.2K | 0.19% | −29−0.5% | Reduced |
| Stonehaven Wealth & Tax Solutions, LLC | 5,489 | $394.9K | 0.32% | +506+10.2% | Added |
| Sovereign Financial Group, Inc. | 5,485 | $394.6K | 0.06% | −275−4.8% | Reduced |
| Intergy Private Wealth, LLC | 5,482 | $394.4K | 0.09% | +513+10.3% | Added |
| Geneva Partners, LLC | 5,477 | $394.1K | 0.11% | +5,477 | New |
| Capital City Trust Co | 5,462 | $393.0K | 0.08% | 00.0% | Unchanged |
| Noble Wealth Partners LLC | 5,443 | $391.6K | 0.34% | +5,443 | New |
| Letson Investment Management, Inc. | 5,440 | $391.4K | 0.14% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 5,423 | $390.2K | 0.13% | 00.0% | Unchanged |
| Mechanics Financial Corp | 5,413 | $389.5K | 0.14% | +495+10.1% | Added |
| Smallwood Wealth Investment Management, LLC | 5,410 | $389.3K | 0.17% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 5,402 | $388.7K | 0.18% | +3+0.1% | Added |
| Breachway Investments LLC | 5,400 | $388.5K | 0.59% | −100−1.8% | Reduced |
| Birch Hill Investment Advisors LLC | 5,400 | $388.5K | 0.02% | 00.0% | Unchanged |
| TritonPoint Partners, LLC | 5,319 | $388.3K | 0.03% | +5,319 | New |
| JBR Co Financial Management Inc | 5,393 | $388.0K | 0.14% | +5,393 | New |