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
- 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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 158,934 | $11.4M | 0.09% | +13,475+9.3% | Added |
| Lifeworks Advisors, LLC | 155,321 | $11.2M | 1.17% | +17,525+12.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 154,410 | $11.1M | 0.26% | +19,742+14.7% | Added |
| Private Advisor Group, LLC | 154,054 | $11.1M | 0.05% | −42,533−21.6% | Reduced |
| Concurrent Investment Advisors, LLC | 151,975 | $10.9M | 0.09% | +6,630+4.6% | Added |
| TD Waterhouse Canada Inc. | 151,000 | $10.8M | 0.03% | +40,086+36.1% | Added |
| Equitable Holdings, Inc. | 150,159 | $10.8M | 0.06% | −33,982−18.5% | Reduced |
| Great Lakes Advisors, LLC | 149,547 | $10.8M | 0.08% | −83,261−35.8% | Reduced |
| Rafferty Asset Management, LLC | 149,163 | $10.7M | 0.02% | +48,692+48.5% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 148,603 | $10.7M | 0.12% | −15,858−9.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 148,428 | $10.7M | 0.03% | +23,486+18.8% | Added |
| Great Valley Advisor Group, Inc. | 148,100 | $10.7M | 0.17% | +468+0.3% | Added |
| Allstate Corp | 148,088 | $10.7M | 0.11% | −18,822−11.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 147,927 | $10.6M | 0.39% | +110,133+291.4% | Added |
| Vise Technologies, Inc. | 147,156 | $10.6M | 0.12% | +34,273+30.4% | Added |
| Regal Investment Advisors LLC | 146,676 | $10.6M | 0.55% | −2,085−1.4% | Reduced |
| KBC Group NV | 146,088 | $10.5M | 0.02% | −8,217−5.3% | Reduced |
| Auxier Asset Management | 145,362 | $10.5M | 1.40% | −171−0.1% | Reduced |
| Windle Wealth, LLC | 144,758 | $10.4M | 4.18% | +2,603+1.8% | Added |
| LGT Fund Management Co Ltd. | 144,702 | $10.4M | 0.43% | +26,207+22.1% | Added |
| Standard Life Aberdeen plc | 143,634 | $10.3M | 0.01% | −46,406−24.4% | Reduced |
| RSM US Wealth Management LLC | 142,105 | $10.2M | 0.11% | −796−0.6% | Reduced |
| Columbus Macro, LLC | 141,989 | $10.2M | 0.99% | +141,989 | New |
| ARS Wealth Advisors Group, LLC | 140,269 | $10.1M | 0.79% | +493+0.4% | Added |
| Vinva Investment Management Ltd | 135,878 | $10.1M | 0.07% | −8,994−6.2% | Reduced |
| Hennessy Advisors Inc | 139,500 | $10.0M | 0.32% | −3,000−2.1% | Reduced |
| Global X Japan Co., Ltd. | 138,027 | $9.93M | 0.37% | +18,820+15.8% | Added |
| Sequoia Financial Advisors, LLC | 137,847 | $9.92M | 0.05% | +7,550+5.8% | Added |
| Ieq Capital, LLC | 137,401 | $9.89M | 0.05% | +120,889+732.1% | Added |
| Benjamin Edwards Inc | 136,333 | $9.81M | 0.09% | +37,782+38.3% | Added |
| Simplex Trading, LLC | 135,419 | $9.74M | 0.25% | +94,751+233.0% | Added |
| Integrated Wealth Concepts LLC | 135,160 | $9.72M | 0.06% | +11,842+9.6% | Added |
| Mutual Advisors, LLC | 135,087 | $9.72M | 0.18% | +12,055+9.8% | Added |
| Northern Oak Wealth Management Inc | 134,922 | $9.71M | 1.10% | −532−0.4% | Reduced |
| Fisher Asset Management, LLC | 134,120 | $9.65M | 0.00% | +8,575+6.8% | Added |
| CAPROCK Group, Inc. | 131,812 | $9.62M | 0.18% | +5,635+4.5% | Added |
| Mizuho Securities USA LLC | 130,733 | $9.41M | 0.15% | +29,250+28.8% | Added |
| Atria Investments LLC | 129,234 | $9.30M | 0.09% | −416−0.3% | Reduced |
| KWMG, LLC | 128,378 | $9.24M | 0.67% | +1,407+1.1% | Added |
| Larson Financial Group LLC | 126,808 | $9.12M | 0.24% | +79,085+165.7% | Added |
| Ellsworth Advisors, LLC | 128,957 | $9.09M | 1.49% | +3,186+2.5% | Added |
| American Century Companies Inc | 126,098 | $9.07M | 0.00% | +41,133+48.4% | Added |
| Cornerstone Wealth Group, LLC | 125,034 | $9.00M | 0.54% | −37,161−22.9% | Reduced |
| HB Wealth Management, LLC | 124,567 | $8.96M | 0.05% | +2,577+2.1% | Added |
| Intact Investment Management Inc. | 124,200 | $8.94M | 0.25% | +500+0.4% | Added |
| Nomura Holdings Inc | 123,433 | $8.88M | 0.04% | +117,746+2,070.4% | Added |
| Pinebridge Investments LLC | 122,500 | $8.81M | 0.07% | −389,480−76.1% | Reduced |
| Farther Finance Advisors, LLC | 121,689 | $8.76M | 0.07% | +17,226+16.5% | Added |
| Independent Advisor Alliance | 121,392 | $8.73M | 0.20% | +2,714+2.3% | Added |
| Wealthspire Advisors, LLC | 118,733 | $8.54M | 0.05% | +46,438+64.2% | Added |
| Denali Advisors LLC | 117,440 | $8.45M | 0.85% | +241+0.2% | Added |
| Kennon-Green & Company, LLC | 116,239 | $8.36M | 6.52% | −287−0.2% | Reduced |
| Venture Visionary Partners LLC | 116,118 | $8.35M | 0.23% | +2,663+2.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 114,956 | $8.27M | 2.09% | +1,099+1.0% | Added |
| Harbour Investments, Inc. | 114,028 | $8.20M | 0.11% | +4,089+3.7% | Added |
| CoreCap Advisors, LLC | 113,973 | $8.20M | 0.24% | +4,433+4.0% | Added |
| First National Trust Co | 113,299 | $8.15M | 0.28% | −70,055−38.2% | Reduced |
| Hutner Capital Management Inc | 113,040 | $8.13M | 3.23% | −294−0.3% | Reduced |
| Linden Thomas Advisory Services, LLC | 112,317 | $8.08M | 0.65% | +1,933+1.8% | Added |
| Inlet Private Wealth, LLC | 112,316 | $8.08M | 1.96% | −5,845−4.9% | Reduced |
| Warren Averett Asset Management, LLC | 111,031 | $7.99M | 0.05% | +15,894+16.7% | Added |
| Principal Street Partners, LLC | 110,931 | $7.98M | 1.17% | −1,105−1.0% | Reduced |
| RMB Capital Management, LLC | 109,374 | $7.98M | 0.12% | +737+0.7% | Added |
| Octavia Wealth Advisors, LLC | 108,821 | $7.95M | 0.69% | −15,961−12.8% | Reduced |
| Brookstone Capital Management | 110,357 | $7.94M | 0.08% | +5,540+5.3% | Added |
| Nykredit A/S | 110,288 | $7.94M | 0.03% | +110,288 | New |
| Yousif Capital Management, LLC | 109,723 | $7.89M | 0.09% | −13,594−11.0% | Reduced |
| Freestone Grove Partners LP | 109,549 | $7.88M | 0.05% | −959,772−89.8% | Reduced |
| EP Wealth Advisors, LLC | 109,229 | $7.86M | 0.03% | +16,578+17.9% | Added |
| Agf Management Ltd | 108,478 | $7.80M | 0.03% | −5,284−4.6% | Reduced |
| Savant Capital, LLC | 109,475 | $7.79M | 0.02% | +37,720+52.6% | Added |
| AlTi Global, Inc. | 106,550 | $7.73M | 0.16% | +3,458+3.4% | Added |
| Howard Capital Management Inc. | 107,257 | $7.72M | 0.09% | +30,694+40.1% | Added |
| Investment Management Corp of Ontario | 106,589 | $7.67M | 0.10% | −13,500−11.2% | Reduced |
| Kentucky Retirement Systems | 106,495 | $7.66M | 0.19% | −58,629−35.5% | Reduced |
| Norinchukin Bank, The | 105,807 | $7.61M | 0.07% | +1,022+1.0% | Added |
| Eagle Global Advisors LLC | 105,551 | $7.59M | 0.25% | −235−0.2% | Reduced |
| Keystone Financial Planning, Inc. | 105,487 | $7.59M | 1.96% | −1,716−1.6% | Reduced |
| Global Retirement Partners, LLC | 104,863 | $7.54M | 0.12% | +104,863 | New |
| Ar Asset Management Inc | 104,401 | $7.51M | 1.38% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 104,327 | $7.51M | 0.19% | −998−0.9% | Reduced |
| Central Trust Co | 103,245 | $7.43M | 0.13% | −3,872−3.6% | Reduced |
| Fideuram Asset Management (Ireland) dac | 103,907 | $7.30M | 0.14% | +39,873+62.3% | Added |
| Salomon & Ludwin, LLC | 101,548 | $7.26M | 0.60% | −93−0.1% | Reduced |
| Convergence Investment Partners, LLC | 99,877 | $7.19M | 0.68% | +27,502+38.0% | Added |
| Annex Advisory Services, LLC | 99,819 | $7.18M | 0.12% | +45,211+82.8% | Added |
| Altrius Capital Management Inc | 99,268 | $7.14M | 1.36% | +989+1.0% | Added |
| TCG Advisory Services, LLC | 98,330 | $7.07M | 0.13% | +19,643+25.0% | Added |
| Rbo & Co LLC | 98,239 | $7.07M | 1.13% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 98,122 | $7.06M | 0.09% | −7,548−7.1% | Reduced |
| Kingsview Wealth Management, LLC | 97,867 | $7.04M | 0.09% | −13,201−11.9% | Reduced |
| Sowell Financial Services LLC | 97,813 | $7.04M | 0.23% | −246−0.3% | Reduced |
| BBR Partners, LLC | 97,812 | $7.04M | 0.33% | −20.0% | Reduced |
| Commonwealth Retirement Investments LLC | 96,961 | $6.98M | 1.89% | −22,724−19.0% | Reduced |
| United Capital Financial Advisers, LLC | 96,246 | $6.92M | 0.04% | −914−0.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 94,171 | $6.87M | 0.80% | −10,500−10.0% | Reduced |
| Whittier Trust Co | 95,513 | $6.87M | 0.07% | +230.0% | Added |
| Financial Security Advisor, Inc. | 92,622 | $6.76M | 1.10% | −2,698−2.8% | Reduced |
| Park Avenue Securities LLC | 93,905 | $6.76M | 0.04% | −781−0.8% | Reduced |
| Diversify Wealth Management, LLC | 92,376 | $6.73M | 0.11% | +1,208+1.3% | Added |