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 |
|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | 5,391 | $387.9K | 0.03% | −41−0.8% | Reduced |
| TCFG Investment Advisors, LLC | 5,377 | $386.9K | 0.13% | +607+12.7% | Added |
| Monticello Wealth Management, LLC | 5,370 | $386.4K | 0.02% | −133−2.4% | Reduced |
| Fiduciary Family Office, LLC | 5,342 | $384.4K | 0.10% | +1,631+44.0% | Added |
| Sterling Wealth Management, Inc. | 5,340 | $384.2K | 0.10% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 5,327 | $383.3K | 0.15% | +136+2.6% | Added |
| Gentry Private Wealth, LLC | 5,316 | $382.5K | 0.20% | −381−6.7% | Reduced |
| Legacy Wealth Partners, LLC | 5,316 | $382.5K | 0.09% | −25−0.5% | Reduced |
| Act Wealth Management, LLC | 5,306 | $381.8K | 0.11% | −80−1.5% | Reduced |
| High Point Wealth Management, LLC | 5,299 | $381.2K | 0.31% | +25+0.5% | Added |
| Archer Investment Corp | 5,296 | $381.0K | 0.07% | +358+7.2% | Added |
| Rubicon Advisors, GP | 5,291 | $380.7K | 0.28% | +148+2.9% | Added |
| Trust Co | 5,279 | $379.8K | 0.03% | −9,349−63.9% | Reduced |
| Foguth Wealth Management, LLC. | 5,080 | $379.2K | 0.04% | +71+1.4% | Added |
| Sage Private Wealth Group, LLC | 5,264 | $378.7K | 0.17% | −532−9.2% | Reduced |
| Journey Advisory Group, LLC | 5,257 | $378.2K | 0.03% | +170+3.3% | Added |
| Vantus Wealth LLC | 5,241 | $377.1K | 0.20% | +5,241 | New |
| Farmers National Bank | 5,239 | $376.9K | 0.08% | −5,195−49.8% | Reduced |
| GTS Securities LLC | 5,237 | $376.8K | 0.01% | −12,486−70.5% | Reduced |
| Charter Trust Co | 5,234 | $376.6K | 0.02% | +152+3.0% | Added |
| Barry Investment Advisors, LLC | 5,224 | $375.9K | 0.08% | +10.0% | Added |
| Evanson Financial, LLC | 5,223 | $375.8K | 0.02% | +5,223 | New |
| Legacy Financial Independent Advisors LLC | 5,200 | $374.1K | 0.18% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 5,198 | $374.0K | 0.05% | −638−10.9% | Reduced |
| Nilsine Partners, LLC | 5,176 | $372.4K | 0.03% | +184+3.7% | Added |
| Aspiriant, LLC | 5,174 | $372.3K | 0.01% | +681+15.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,171 | $372.0K | 0.02% | 00.0% | Unchanged |
| United Bank | 5,170 | $372.0K | 0.11% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 5,163 | $371.5K | 0.09% | +444+9.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 5,117 | $371.3K | 0.06% | +278+5.7% | Added |
| Berman McAleer LLC | 5,156 | $371.0K | 0.04% | +118+2.3% | Added |
| Clear Wave Wealth Management LLC | 5,150 | $370.5K | 0.08% | −28−0.5% | Reduced |
| Blue Rock Wealth Management LLC | 5,150 | $370.5K | 0.21% | 00.0% | Unchanged |
| OMC Financial Services LTD | 5,145 | $370.2K | 0.12% | +19+0.4% | Added |
| Greenhouse Wealth Management, LLC | 5,142 | $369.9K | 0.26% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 5,140 | $369.8K | 0.22% | −18−0.3% | Reduced |
| Brick & Kyle, Associates | 5,600 | $369.5K | 0.12% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 4,988 | $369.4K | 0.00% | +10+0.2% | Added |
| Mosaic Financial Group, LLC | 5,122 | $369.0K | 0.24% | −57−1.1% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 5,111 | $367.7K | 0.11% | +40+0.8% | Added |
| FDx Advisors, Inc. | 5,105 | $367.0K | 0.11% | +1,141+28.8% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,100 | $366.9K | 0.07% | −10−0.2% | Reduced |
| Severin Investments, LLC | 5,100 | $366.9K | 0.28% | −1,261−19.8% | Reduced |
| Wrenne Financial Planning LLC | 5,072 | $364.9K | 0.12% | +5,072 | New |
| Lakeridge Wealth Management LLC | 5,069 | $364.7K | 0.13% | +74+1.5% | Added |
| Holistic Planning, LLC | 5,053 | $363.6K | 0.06% | +820+19.4% | Added |
| World Equity Group, Inc. | 5,052 | $363.5K | 0.08% | −494−8.9% | Reduced |
| Financial Advisory Service, Inc. | 5,051 | $363.4K | 0.02% | +50+1.0% | Added |
| Viewpoint Investment Partners Corp | 4,900 | $361.6K | 0.12% | −1,800−26.9% | Reduced |
| Income Insurance Ltd | 5,018 | $361.0K | 0.22% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 5,008 | $360.3K | 0.00% | −867−14.8% | Reduced |
| Florida Financial Advisors, LLC | 5,004 | $360.0K | 0.06% | +145+3.0% | Added |
| Graver Capital Management, LLC | 5,000 | $359.8K | 0.26% | 00.0% | Unchanged |
| Forthright Family Wealth Advisory LLC | 5,000 | $359.8K | 0.20% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 5,000 | $359.4K | 0.11% | +21+0.4% | Added |
| Evergreen Wealth Solutions, LLC | 5,520 | $359.2K | 0.02% | +256+4.9% | Added |
| Strategic Financial Concepts, LLC | 4,987 | $358.8K | 0.11% | −4,746−48.8% | Reduced |
| LFG Wealth Partners, LLC | 4,966 | $357.3K | 0.17% | +55+1.1% | Added |
| ProVise Management Group, LLC | 4,966 | $357.3K | 0.02% | −4−0.1% | Reduced |
| Oakmont Advisory Group, LLC | 4,966 | $357.3K | 0.30% | −39−0.8% | Reduced |
| Almanack Investment Partners, LLC. | 4,960 | $356.9K | 0.05% | +4,960 | New |
| RFP Financial Group LLC | 4,957 | $356.7K | 0.16% | +185+3.9% | Added |
| CDKV Holdings LLC | 4,953 | $356.4K | 0.28% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 4,953 | $356.4K | 0.02% | −19,328−79.6% | Reduced |
| Camden Capital, LLC | 4,953 | $356.3K | 0.02% | +686+16.1% | Added |
| Coastal Investment Advisors, Inc. | 4,946 | $355.8K | 0.11% | −3,070−38.3% | Reduced |
| Tenet Wealth Partners, LLC | 4,878 | $355.6K | 0.26% | +4,878 | New |
| Piedmont Capital Management, LLC | 4,941 | $355.5K | 0.22% | −156−3.1% | Reduced |
| Smithfield Trust Co | 4,929 | $355.0K | 0.01% | −1,500−23.3% | Reduced |
| Griffith & Werner, Inc. | 4,939 | $355.0K | 0.17% | +72+1.5% | Added |
| Midwest Heritage Bank, FSB | 4,933 | $354.9K | 0.10% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 4,933 | $354.9K | 0.14% | −570−10.4% | Reduced |
| Adell Harriman & Carpenter Inc | 4,918 | $353.9K | 0.02% | −1,357−21.6% | Reduced |
| BSW Wealth Partners | 4,916 | $353.7K | 0.04% | −32−0.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,903 | $352.8K | 0.03% | +443+9.9% | Added |
| Operose Advisors LLC | 4,900 | $352.6K | 0.07% | −542−10.0% | Reduced |
| Yoffe Investment Management, LLC | 4,900 | $352.6K | 0.40% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 4,895 | $352.2K | 0.16% | −2,221−31.2% | Reduced |
| Becker Capital Management Inc | 4,824 | $352.1K | 0.01% | +416+9.4% | Added |
| Coastline Trust Co | 4,880 | $351.1K | 0.03% | −400−7.6% | Reduced |
| YHB Investment Advisors, Inc. | 4,879 | $351.0K | 0.02% | +4,879 | New |
| Dearborn Partners LLC | 4,865 | $350.0K | 0.02% | +500+11.5% | Added |
| Sonata Capital Group Inc | 4,864 | $350.0K | 0.11% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 4,843 | $348.5K | 0.07% | +1,493+44.6% | Added |
| Beckerman Institutional, LLC | 4,841 | $348.3K | 0.17% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,839 | $348.1K | 0.08% | −3,087−38.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 4,827 | $347.3K | 0.12% | +69+1.5% | Added |
| AMG National Trust Bank | 4,827 | $347.3K | 0.01% | −1,464−23.3% | Reduced |
| Atwood & Palmer Inc | 4,808 | $345.9K | 0.02% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 4,806 | $345.8K | 0.03% | 00.0% | Unchanged |
| Ervin Investment Management, LLC | 4,801 | $345.4K | 0.19% | −550−10.3% | Reduced |
| Barlow Wealth Partners, Inc. | 4,741 | $345.2K | 0.04% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 4,796 | $345.1K | 0.04% | −200−4.0% | Reduced |
| Lloyd Advisory Services, LLC. | 4,789 | $344.6K | 0.13% | +4,565+2,037.9% | Added |
| Golden State Wealth Management, LLC | 4,778 | $343.8K | 0.03% | −217−4.3% | Reduced |
| Northwest Wealth Management, LLC | 4,769 | $343.1K | 0.05% | +80+1.7% | Added |
| JB Capital LLC | 4,763 | $342.7K | 0.01% | +39+0.8% | Added |
| Newman Dignan & Sheerar, Inc. | 4,750 | $341.8K | 0.07% | 00.0% | Unchanged |
| Dickmeyer Boyce Financial Management, Inc. | 4,743 | $341.3K | 0.18% | +15+0.3% | Added |
| Banque Cantonale Vaudoise | 4,742 | $341.0K | 0.01% | −148−3.0% | Reduced |