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; 2,574 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 | 2,574 | $77.1B |
| Q1 2026 | 2,501 | $68.7B |
| Q4 2025 | 2,394 | $60.4B |
| Q3 2025 | 2,356 | $68.2B |
| Q2 2025 | 2,266 | $60.5B |
| Q1 2025 | 2,250 | $63.3B |
| Q4 2024 | 2,172 | $53.6B |
| Q3 2024 | 1,996 | $51.9B |
| Q2 2024 | 1,918 | $46.1B |
| Q1 2024 | 1,902 | $45.9B |
| Q4 2023 | 1,890 | $40.9B |
| Q3 2023 | 1,842 | $43.6B |
| Q2 2023 | 1,884 | $47.5B |
| Q1 2023 | 1,876 | $46.8B |
| Q4 2022 | 1,900 | $48.2B |
| Q3 2022 | 1,766 | $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 |
|---|---|---|---|---|---|
| Abound Financial, LLC | 764 | $55.0K | 0.02% | +100+15.1% | Added |
| Dynamic Wealth Strategies, LLC | 741 | $53.3K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 732 | $53.0K | 0.04% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 730 | $52.5K | 0.02% | +730 | New |
| Hallmark Capital Management Inc | 718 | $51.7K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 716 | $51.5K | 0.01% | +4+0.6% | Added |
| Miller Global Investments, LLC | 714 | $51.4K | 0.04% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 704 | $50.7K | 0.01% | +31+4.6% | Added |
| Luken Investment Analytics, LLC | 700 | $50.4K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 695 | $50.0K | 0.01% | +171+32.6% | Added |
| USA Financial Formulas | 690 | $49.6K | 0.01% | +690 | New |
| Sarver Vrooman Wealth Advisors | 688 | $49.6K | 0.03% | −33−4.6% | Reduced |
| St. Johns Investment Management Company, LLC | 689 | $49.6K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 687 | $49.4K | 0.01% | +16+2.4% | Added |
| CBIZ Investment Advisory Services, LLC | 740 | $48.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 648 | $46.6K | 0.04% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 640 | $46.0K | 0.06% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 634 | $45.6K | 0.01% | +634 | New |
| Pinney & Scofield, Inc. | 631 | $45.4K | 0.02% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 624 | $44.9K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 618 | $44.5K | 0.01% | −1,001−61.8% | Reduced |
| Hughes Financial Services, LLC | 600 | $43.1K | 0.01% | +76+14.5% | Added |
| Joseph Group Capital Management | 598 | $43.0K | 0.01% | +148+32.9% | Added |
| Paladin Partners, LLC | 589 | $42.4K | 0.03% | +8+1.4% | Added |
| Ogorek Anthony Joseph | 593 | $42.0K | 0.01% | +6+1.0% | Added |
| Asset Dedication, LLC | 579 | $41.7K | 0.00% | −153−20.9% | Reduced |
| Evolution Advisers, Inc. | 578 | $41.0K | 0.02% | +304+110.9% | Added |
| Hurley Capital, LLC | 569 | $40.9K | 0.02% | +15+2.7% | Added |
| Fairman Group, LLC | 556 | $40.6K | 0.03% | +8+1.5% | Added |
| Basepoint Wealth LLC | 552 | $39.8K | 0.02% | −39−6.6% | Reduced |
| Olistico Wealth, LLC | 541 | $38.9K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 539 | $38.8K | 0.01% | +39+7.8% | Added |
| WealthCollab, LLC | 534 | $38.4K | 0.01% | +298+126.3% | Added |
| Stone House Investment Management, LLC | 523 | $37.6K | 0.01% | +170+48.2% | Added |
| Highline Wealth Partners LLC | 507 | $36.5K | 0.01% | +37+7.9% | Added |
| West Branch Capital LLC | 506 | $36.4K | 0.01% | −400−44.2% | Reduced |
| Miller Capital Partners, Inc. | 505 | $36.3K | 0.01% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 500 | $36.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 505 | $36.0K | 0.02% | −40−7.3% | Reduced |
| Accordant Advisory Group Inc | 500 | $36.0K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 490 | $35.2K | 0.00% | −197−28.7% | Reduced |
| Darwin Advisors, LLC | 474 | $34.1K | 0.01% | +7+1.5% | Added |
| Ball & Co Wealth Management Inc. | 474 | $34.0K | 0.02% | +7+1.5% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 454 | $32.7K | 0.01% | +180+65.7% | Added |
| William B. Walkup & Associates, Inc. | 447 | $32.2K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 439 | $32.1K | 0.01% | −4,411−90.9% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 434 | $31.2K | 0.02% | +294+210.0% | Added |
| NVWM, LLC | 427 | $30.7K | 0.01% | +5+1.2% | Added |
| Newton One Investments LLC | 426 | $30.6K | 0.01% | +6+1.4% | Added |
| Spectrum Wealth Advisory Group, LLC | 415 | $29.9K | 0.01% | +415 | New |
| Monetary Solutions, Ltd | 413 | $29.7K | 0.03% | 00.0% | Unchanged |
| Key Capital Management, INC | 412 | $29.6K | 0.02% | −201−32.8% | Reduced |
| POM Investment Strategies, LLC | 411 | $29.6K | 0.03% | 00.0% | Unchanged |
| Graney & King, LLC | 405 | $29.1K | 0.01% | +4+1.0% | Added |
| Tower Trust & Investment Co | 400 | $28.8K | 0.02% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 394 | $28.3K | 0.00% | +146+58.9% | Added |
| Redwood Park Advisors LLC | 377 | $27.1K | 0.02% | +5+1.3% | Added |
| Plante Moran Financial Advisors, LLC | 374 | $26.9K | 0.00% | −31−7.7% | Reduced |
| Financial Life Planners | 370 | $26.6K | 0.02% | +5+1.4% | Added |
| Comprehensive Financial Planning, Inc. | 363 | $26.1K | 0.01% | +9+2.5% | Added |
| Estabrook Capital Management | 342 | $24.6K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 342 | $24.6K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 334 | $24.0K | 0.00% | −610−64.6% | Reduced |
| Country Trust Bank | 333 | $24.0K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 329 | $23.7K | 0.00% | +229+229.0% | Added |
| Activest Wealth Management | 312 | $22.4K | 0.00% | −850−73.1% | Reduced |
| Greykasell Wealth Strategies, Inc. | 309 | $22.2K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 308 | $22.2K | 0.00% | −7,963−96.3% | Reduced |
| Founders Capital Management | 306 | $22.0K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 302 | $21.7K | 0.01% | −1−0.3% | Reduced |
| Essential Investment Partners LLC | 301 | $21.7K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 300 | $21.6K | 0.00% | −6−2.0% | Reduced |
| Stance Capital LLC | 299 | $21.5K | 0.01% | +299 | New |
| JNBA Financial Advisors | 292 | $21.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 300 | $21.0K | 0.01% | −500−62.5% | Reduced |
| Kilter Group LLC | 281 | $20.2K | 0.01% | +121+75.6% | Added |
| Montgomery Financial Services LLC | 277 | $20.0K | 0.02% | +277 | New |
| BNP Paribas | 272 | $19.6K | 0.00% | −358−56.8% | Reduced |
| High Note Wealth, LLC | 260 | $18.7K | 0.00% | +126+94.0% | Added |
| Security National Bank of Sioux City Iowa | 257 | $18.5K | 0.01% | +257 | New |
| IMA Wealth, Inc. | 255 | $18.5K | 0.00% | +179+235.5% | Added |
| Wiser Advisor Group LLC | 252 | $18.1K | 0.02% | +4+1.6% | Added |
| Merrithew & Thorsten Inc | 260 | $18.0K | 0.02% | +4+1.6% | Added |
| Align Financial, LLC | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 242 | $17.7K | 0.01% | −6−2.4% | Reduced |
| Godfrey Financial Associates, Inc. | 245 | $17.6K | 0.01% | −26−9.6% | Reduced |
| Financial Perspectives, Inc | 243 | $17.5K | 0.00% | +1+0.4% | Added |
| Kingdom Financial Group LLC. | 228 | $16.4K | 0.00% | +4+1.8% | Added |
| Bay Harbor Wealth Management, LLC | 226 | $16.3K | 0.00% | +54+31.4% | Added |
| Whipplewood Advisors, LLC | 221 | $15.9K | 0.01% | −4,348−95.2% | Reduced |
| Meeder Asset Management Inc | 221 | $15.9K | 0.00% | −884−80.0% | Reduced |
| McMillan Office, Inc. | 210 | $15.1K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 207 | $14.9K | 0.00% | +3+1.5% | Added |
| RMG Wealth Management LLC | 228 | $14.7K | 0.00% | +228 | New |
| Vision Financial Markets LLC | 200 | $14.4K | 0.01% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 200 | $14.3K | 0.20% | +200 | New |
| Sfam, LLC | 185 | $13.3K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 179 | $12.8K | 0.00% | +3+1.7% | Added |
| Reyes Financial Architecture, Inc. | 176 | $12.7K | 0.01% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 176 | $12.7K | 0.01% | +78+79.6% | Added |