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: 18 institutions have reported holding MO so far. See Q3 2026
- Institutional holders
- 2,574
- +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
- 1,140 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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 4,133 | $297.4K | 0.03% | 00.0% | Unchanged |
| Laurel Oak Wealth Management, LLC | 4,133 | $297.4K | 0.04% | +10+0.2% | Added |
| MJP Associates Inc | 4,131 | $297.2K | 0.03% | −2,591−38.5% | Reduced |
| Providence Financial Advisors, LLC | 4,126 | $296.8K | 0.17% | +20.0% | Added |
| Oak Harbor Wealth Partners, LLC | 4,120 | $296.4K | 0.11% | −48−1.2% | Reduced |
| Wheelhouse Advisory Group LLC | 4,119 | $296.4K | 0.08% | +213+5.5% | Added |
| American Capital Advisory, LLC | 4,119 | $296.4K | 0.11% | −863−17.3% | Reduced |
| Sentry LLC | 4,119 | $296.4K | 0.08% | 00.0% | Unchanged |
| Investment House LLC | 4,117 | $296.2K | 0.01% | +1,002+32.2% | Added |
| Guardian Wealth Advisors, LLC | 4,116 | $296.1K | 0.02% | +115+2.9% | Added |
| Princeton Global Asset Management LLC | 4,114 | $296.0K | 0.04% | −739−15.2% | Reduced |
| Westside Investment Management, Inc. | 4,106 | $295.4K | 0.04% | +60+1.5% | Added |
| C2C Wealth Management, LLC | 4,104 | $295.3K | 0.23% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 4,103 | $295.2K | 0.04% | −296−6.7% | Reduced |
| W Advisors, LLC | 4,098 | $294.9K | 0.13% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 4,039 | $294.8K | 0.04% | +78+2.0% | Added |
| Paces Ferry Wealth Advisors, LLC | 4,097 | $294.8K | 0.11% | −461−10.1% | Reduced |
| Fiera Capital Corp | 4,080 | $293.6K | 0.00% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 4,078 | $293.4K | 0.12% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 4,076 | $293.3K | 0.16% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 4,060 | $292.1K | 0.28% | +648+19.0% | Added |
| Keyvantage Wealth, LLC | 4,054 | $291.7K | 0.11% | +65+1.6% | Added |
| Caitong International Asset Management Co., Ltd | 4,045 | $291.0K | 0.04% | +4,040+80,800.0% | Added |
| Segment Wealth Management, LLC | 4,043 | $290.9K | 0.02% | −74−1.8% | Reduced |
| LeConte Wealth Management, LLC | 4,042 | $290.8K | 0.16% | +80+2.0% | Added |
| Sage Investment Advisers LLC | 4,041 | $290.7K | 0.20% | −89−2.2% | Reduced |
| Apollon Financial, LLC | 4,016 | $289.0K | 0.03% | +665+19.8% | Added |
| Beta Wealth Group, Inc. | 4,014 | $288.8K | 0.11% | −1,049−20.7% | Reduced |
| Insight Advisors, LLC | 4,011 | $288.6K | 0.05% | −47−1.2% | Reduced |
| Baxter Bros Inc | 4,005 | $288.2K | 0.03% | +105+2.7% | Added |
| Emerald Advisors, LLC | 4,004 | $288.1K | 0.04% | +4,004 | New |
| Cohen & Steers, Inc. | 4,000 | $288.0K | 0.00% | +500+14.3% | Added |
| Intrepid Capital Management Inc | 4,000 | $287.8K | 0.10% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 3,999 | $287.8K | 0.08% | −216−5.1% | Reduced |
| SIMA Wealth Partners, LLC | 3,997 | $287.6K | 0.20% | −150−3.6% | Reduced |
| Triumph Capital Management | 3,996 | $287.5K | 0.05% | −101−2.5% | Reduced |
| Orca Wealth Management, LLC | 3,993 | $287.3K | 0.17% | −351−8.1% | Reduced |
| Byrne Asset Management LLC | 3,984 | $286.6K | 0.16% | −20−0.5% | Reduced |
| Plancorp, LLC | 3,988 | $286.6K | 0.01% | +190+5.0% | Added |
| Juncture Wealth Strategies, LLC | 3,978 | $286.2K | 0.07% | +3,978 | New |
| River Wealth Advisors LLC | 3,974 | $285.9K | 0.03% | −73−1.8% | Reduced |
| First Financial Corp | 3,974 | $285.9K | 0.10% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,973 | $285.9K | 0.07% | −1,525−27.7% | Reduced |
| Old North State Trust, LLC | 3,960 | $285.0K | 0.15% | −239−5.7% | Reduced |
| Cito Capital Group, LLC | 3,900 | $285.0K | 0.08% | 00.0% | Unchanged |
| Mission Hills Financial Advisory, LLC | 3,943 | $283.7K | 0.12% | +3,943 | New |
| Sweeney & Michel, LLC | 4,142 | $283.1K | 0.07% | +43+1.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 3,930 | $282.7K | 0.09% | +47+1.2% | Added |
| Jackson Thornton Asset Management, LLC | 3,927 | $282.5K | 0.02% | +3,927 | New |
| Jacobs Equity LLC | 3,926 | $282.5K | 0.20% | +6+0.2% | Added |
| Vertex Planning Partners, LLC | 3,919 | $281.9K | 0.04% | +268+7.3% | Added |
| Roundview Capital LLC | 3,915 | $281.7K | 0.02% | −345−8.1% | Reduced |
| BostonPremier Wealth LLC | 3,915 | $281.7K | 0.12% | +3+0.1% | Added |
| Retirement Planning Group, LLC | 3,858 | $281.7K | 0.15% | +8+0.2% | Added |
| Meramec Financial Planners, LLC | 3,862 | $281.5K | 0.10% | −30−0.8% | Reduced |
| Fielder Capital Group LLC | 3,907 | $281.1K | 0.06% | +146+3.9% | Added |
| Regent Peak Wealth Advisors LLC | 3,905 | $281.0K | 0.05% | +248+6.8% | Added |
| STG Securities, LLC | 3,902 | $280.7K | 0.30% | +3,902 | New |
| Capital Advisors, Ltd. LLC | 3,892 | $280.0K | 0.03% | −67−1.7% | Reduced |
| Meadowbrook Advisors Group, LLC | 3,888 | $279.7K | 0.15% | 00.0% | Unchanged |
| DF Dent & Co Inc | 3,886 | $279.6K | 0.01% | 00.0% | Unchanged |
| Banco Santander, S.A. | 3,882 | $279.3K | 0.00% | −153,548−97.5% | Reduced |
| Spinnaker Investment Group, LLC | 3,875 | $278.8K | 0.04% | +64+1.7% | Added |
| Code Waechter LLC | 3,857 | $277.5K | 0.14% | −2−0.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,850 | $277.0K | 0.06% | +329+9.3% | Added |
| Stokes Capital Advisors, LLC | 3,849 | $276.9K | 0.06% | +249+6.9% | Added |
| HORAN Wealth, LLC | 3,836 | $276.0K | 0.03% | −39−1.0% | Reduced |
| Torrey Growth & Income Advisors | 3,800 | $275.7K | 0.09% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 3,823 | $275.5K | 0.17% | −85−2.2% | Reduced |
| Copley Financial Group, Inc. | 3,824 | $275.1K | 0.17% | −2,410−38.7% | Reduced |
| Cypress Point Wealth Management, LLC | 3,817 | $274.6K | 0.06% | +3,817 | New |
| Cottonwood Capital Advisors, LLC | 3,815 | $274.5K | 0.17% | +23+0.6% | Added |
| Poinciana Advisors Group, LLC | 3,815 | $274.5K | 0.20% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 3,742 | $272.5K | 0.17% | +3,742 | New |
| Whetstone Capital Advisors, LLC | 3,787 | $272.5K | 0.07% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 3,786 | $272.4K | 0.05% | +5+0.1% | Added |
| Legacy Advisors, LLC | 3,720 | $271.6K | 0.03% | +565+17.9% | Added |
| Schrum Private Wealth Management LLC | 5,898 | $271.5K | 0.28% | −809−12.1% | Reduced |
| Kiley Juergens Wealth Management, LLC | 3,773 | $271.5K | 0.04% | +9+0.2% | Added |
| Crews Bank & Trust | 3,771 | $271.3K | 0.04% | +736+24.3% | Added |
| M. Kraus & Co | 3,770 | $271.3K | 0.07% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 3,762 | $270.7K | 0.10% | +66+1.8% | Added |
| Wellspring Financial Advisors, LLC | 3,757 | $270.4K | 0.02% | −15−0.4% | Reduced |
| Chilton Capital Management LLC | 3,753 | $270.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 3,748 | $269.7K | 0.12% | −10−0.3% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 3,745 | $269.4K | 0.16% | +319+9.3% | Added |
| Post Resch Tallon Group Inc. | 3,729 | $268.3K | 0.19% | +50+1.4% | Added |
| FSB Premier Wealth Management, Inc. | 3,723 | $267.9K | 0.08% | −388−9.4% | Reduced |
| Chemung Canal Trust Co | 3,722 | $267.8K | 0.05% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 3,721 | $267.7K | 0.03% | −778−17.3% | Reduced |
| Compass Capital Corp | 4,000 | $267.1K | 0.09% | −3,143−44.0% | Reduced |
| Vicus Capital | 3,690 | $265.5K | 0.02% | −516−12.3% | Reduced |
| Aspire Capital Advisors LLC | 3,690 | $265.5K | 0.05% | +475+14.8% | Added |
| Chesley Taft & Associates LLC | 3,689 | $265.4K | 0.01% | −6,380−63.4% | Reduced |
| SCS Capital Management LLC | 3,680 | $265.2K | 0.00% | −3,146−46.1% | Reduced |
| Jeppson Wealth Management, LLC | 3,670 | $264.1K | 0.08% | −420−10.3% | Reduced |
| Adirondack Trust Co | 3,663 | $263.5K | 0.08% | −54−1.5% | Reduced |
| Northeast Investment Management | 3,659 | $263.3K | 0.01% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 3,651 | $262.7K | 0.08% | +312+9.3% | Added |
| Kozak & Associates, Inc. | 3,672 | $262.7K | 0.05% | +24+0.7% | Added |