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 |
|---|---|---|---|---|---|
| tru Independence LLC | 3,648 | $262.5K | 0.11% | +214+6.2% | Added |
| Smith Asset Management Co., LLC | 3,636 | $261.6K | 0.21% | −100−2.7% | Reduced |
| Union Savings Bank | 3,636 | $261.6K | 0.11% | −10.0% | Reduced |
| D.B. Root & Company, LLC | 3,617 | $260.2K | 0.06% | +44+1.2% | Added |
| Aspire Private Capital, LLC | 3,616 | $260.2K | 0.05% | −231−6.0% | Reduced |
| Stonebridge Financial Group, LLC | 3,569 | $260.0K | 0.04% | +3,569 | New |
| Triangle Securities Wealth Management | 3,611 | $259.8K | 0.05% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,602 | $259.2K | 0.05% | +3,602 | New |
| Benin Management CORP | 3,602 | $259.1K | 0.05% | 00.0% | Unchanged |
| Hudock, Inc. | 3,601 | $259.1K | 0.03% | +126+3.6% | Added |
| Weaver Consulting Group | 3,601 | $259.1K | 0.05% | +14+0.4% | Added |
| Smith Partners Wealth Management, LLC | 3,600 | $259.0K | 0.21% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 3,544 | $258.8K | 0.02% | +3,544 | New |
| Trust Co of Oklahoma | 3,591 | $258.4K | 0.07% | +96+2.7% | Added |
| Invesco, LLC | 3,590 | $258.3K | 0.08% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 3,588 | $258.2K | 0.02% | 00.0% | Unchanged |
| North Dallas Bank & Trust Co | 3,586 | $258.0K | 0.15% | −133−3.6% | Reduced |
| Magnolia Private Wealth, LLC | 3,580 | $257.6K | 0.14% | +102+2.9% | Added |
| Arq Wealth Advisors, LLC | 3,560 | $256.9K | 0.03% | 00.0% | Unchanged |
| Aries Wealth Management | 3,570 | $256.9K | 0.05% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 3,565 | $256.5K | 0.04% | +3+0.1% | Added |
| Shum Financial Group, Inc. | 3,561 | $256.2K | 0.15% | −16−0.4% | Reduced |
| One Charles Private Wealth Services, LLC | 3,554 | $255.7K | 0.06% | +10.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 3,500 | $255.5K | 0.01% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,545 | $255.1K | 0.02% | −82−2.3% | Reduced |
| FSM Wealth Advisors, LLC | 3,545 | $255.1K | 0.03% | +297+9.1% | Added |
| SS&H Financial Advisors, Inc. | 3,550 | $255.0K | 0.07% | +3,550 | New |
| Asset One Wealth Management LLC | 3,597 | $253.6K | 0.03% | +6+0.2% | Added |
| Worth Asset Management, LLC | 3,525 | $253.6K | 0.08% | +304+9.4% | Added |
| Atwater Malick LLC | 3,523 | $253.5K | 0.06% | +3,523 | New |
| Talisman Wealth Advisors LLC | 3,518 | $253.2K | 0.19% | +3,518 | New |
| Perfromance Wealth Partners, LLC | 3,506 | $252.3K | 0.01% | −202−5.4% | Reduced |
| Daybright Advisory Services, Inc. | 3,687 | $251.9K | 0.06% | +77+2.1% | Added |
| Acima Private Wealth, LLC | 3,501 | $251.9K | 0.07% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 3,501 | $251.9K | 0.01% | −800−18.6% | Reduced |
| Atala Financial Inc | 3,500 | $251.8K | 0.15% | 00.0% | Unchanged |
| Kickstand Ventures, LLC. | 3,482 | $250.5K | 0.05% | +36+1.0% | Added |
| Blueshift Asset Management, LLC | 3,482 | $250.5K | 0.06% | +3,482 | New |
| Anchyra Partners LLC | 3,481 | $250.5K | 0.06% | +427+14.0% | Added |
| KFG Wealth Management, LLC | 3,479 | $250.3K | 0.03% | +3,479 | New |
| Estate Planners Group, LLC | 3,479 | $250.3K | 0.11% | +3,479 | New |
| Bravera Wealth | 3,477 | $250.2K | 0.10% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 3,478 | $250.1K | 0.03% | +3,478 | New |
| Coquina Private Wealth LLC | 3,467 | $249.5K | 0.17% | +39+1.1% | Added |
| Eagle Bay Advisors LLC | 3,413 | $249.2K | 0.19% | +240+7.6% | Added |
| Warner Group LLC | 3,460 | $249.0K | 0.06% | +3,460 | New |
| Alexander Labrunerie & Co., Inc. | 3,458 | $248.8K | 0.09% | +19+0.6% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 3,405 | $248.6K | 0.07% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 3,404 | $248.6K | 0.02% | +205+6.4% | Added |
| Indiana Trust & Investment Management CO | 3,450 | $248.2K | 0.07% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 3,449 | $248.2K | 0.03% | +3,449 | New |
| Jacobsen Capital Management | 3,436 | $247.2K | 0.07% | +120+3.6% | Added |
| Fortitude Family Office, LLC | 3,433 | $247.0K | 0.05% | −219−6.0% | Reduced |
| Ingalls & Snyder LLC | 3,422 | $246.0K | 0.01% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 3,412 | $245.5K | 0.05% | −210−5.8% | Reduced |
| AIA Group Ltd | 3,409 | $245.3K | 0.00% | +3,409 | New |
| Harbour Trust & Investment Management Co | 3,402 | $244.8K | 0.02% | −75−2.2% | Reduced |
| Strategic Investment Solutions, Inc. | 3,402 | $244.8K | 0.06% | −241−6.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 3,401 | $244.7K | 0.03% | −50−1.4% | Reduced |
| Partners in Financial Planning | 3,400 | $244.6K | 0.04% | 00.0% | Unchanged |
| Ellerson Group Inc | 3,395 | $244.3K | 0.14% | 00.0% | Unchanged |
| First Foundation Advisors | 3,393 | $244.1K | 0.01% | −523−13.4% | Reduced |
| Fedenia Advisers LLC | 3,392 | $244.1K | 0.06% | +89+2.7% | Added |
| Capital Investment Counsel, Inc | 3,384 | $243.5K | 0.03% | 00.0% | Unchanged |
| AdviceOne Advisory Services, LLC | 3,379 | $243.1K | 0.14% | +10.0% | Added |
| Bernardo Wealth Planning LLC | 3,379 | $243.1K | 0.04% | +149+4.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 3,377 | $243.0K | 0.01% | +178+5.6% | Added |
| Peddock Capital Advisors, LLC | 3,377 | $243.0K | 0.05% | +3+0.1% | Added |
| Mezzasalma Advisors, LLC | 3,376 | $242.9K | 0.05% | +3,376 | New |
| PW Nova Financial Services LLC | 3,374 | $242.8K | 0.05% | 00.0% | Unchanged |
| Baker Boyer National Bank | 3,373 | $242.7K | 0.07% | −6−0.2% | Reduced |
| Uhlmann Price Securities, LLC | 3,371 | $242.6K | 0.01% | +49+1.5% | Added |
| Revolve Wealth Partners, LLC | 3,369 | $242.4K | 0.03% | −214−6.0% | Reduced |
| Cooper Financial Group | 3,368 | $242.3K | 0.02% | +311+10.2% | Added |
| Wealth Advisors of Tampa Bay, LLC | 3,365 | $242.1K | 0.07% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 3,353 | $241.2K | 0.05% | −382−10.2% | Reduced |
| STAR Financial Bank | 3,351 | $241.1K | 0.10% | +125+3.9% | Added |
| Werba Rubin Papier Wealth Management | 3,346 | $240.8K | 0.03% | −310−8.5% | Reduced |
| Inspire Advisors, LLC | 3,349 | $240.7K | 0.02% | +197+6.3% | Added |
| Kaydan Wealth Management, Inc. | 3,342 | $240.5K | 0.07% | +3,342 | New |
| Security Financial Services, INC. | 3,338 | $240.2K | 0.03% | +100+3.1% | Added |
| Ironwood Investment Counsel, LLC | 3,329 | $239.5K | 0.03% | −2−0.1% | Reduced |
| AssuredPartners Investment Advisors, LLC | 3,325 | $239.2K | 0.02% | +83+2.6% | Added |
| Altfest L J & Co Inc | 3,321 | $239.0K | 0.02% | +82+2.5% | Added |
| Spartan Planning & Wealth Management | 3,320 | $238.9K | 0.16% | +5+0.2% | Added |
| Yoder Wealth Management, Inc. | 3,320 | $238.9K | 0.09% | +36+1.1% | Added |
| Baring Financial LLC | 3,318 | $238.7K | 0.13% | +3,318 | New |
| PFS Partners, LLC | 3,317 | $238.7K | 0.10% | +15+0.5% | Added |
| Blue Chip Partners, Inc. | 3,312 | $238.3K | 0.02% | +3,312 | New |
| Advisor Resource Council | 3,315 | $238.3K | 0.08% | +105+3.3% | Added |
| Rasp Wealth Solutions, LLC | 3,307 | $237.9K | 0.08% | +3,307 | New |
| Garde Capital, Inc. | 3,306 | $237.9K | 0.01% | +7+0.2% | Added |
| Markowski Investments | 3,301 | $237.5K | 0.05% | +3,301 | New |
| Keating Investment Counselors Inc | 3,297 | $237.2K | 0.07% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 3,294 | $237.1K | 0.08% | −529−13.8% | Reduced |
| DT Investment Partners, LLC | 3,289 | $236.6K | 0.02% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 3,279 | $235.9K | 0.06% | +239+7.9% | Added |
| Stronghold Wealth Management L.L.C. | 3,276 | $235.7K | 0.32% | −2−0.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,264 | $234.9K | 0.01% | −97−2.9% | Reduced |
| Prelude Capital Management, LLC | 3,260 | $234.6K | 0.02% | −852−20.7% | Reduced |