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 |
|---|---|---|---|---|---|
| Ridgepath Capital Management LLC | 64,587 | $4.65M | 2.05% | +2,511+4.0% | Added |
| Evolve Private Wealth, LLC | 63,407 | $4.63M | 0.28% | −4,400−6.5% | Reduced |
| Stock Yards Bank & Trust Co | 64,261 | $4.62M | 0.13% | −412−0.6% | Reduced |
| Alta Capital Management LLC | 63,608 | $4.58M | 0.34% | −19,923−23.9% | Reduced |
| Texas Yale Capital Corp. | 63,548 | $4.57M | 0.10% | 00.0% | Unchanged |
| Empirical Finance, LLC | 63,435 | $4.56M | 0.19% | +2,458+4.0% | Added |
| Pine Valley Investments Ltd Liability Co | 62,988 | $4.55M | 0.19% | +18,926+43.0% | Added |
| Range Financial Group LLC | 62,940 | $4.53M | 1.24% | +2,764+4.6% | Added |
| Dynamic Advisor Solutions LLC | 62,892 | $4.53M | 0.13% | −140−0.2% | Reduced |
| Group One Trading, L.P. | 62,858 | $4.52M | 0.13% | +40,351+179.3% | Added |
| Verus Capital Partners, LLC | 62,808 | $4.52M | 0.24% | −1,379−2.1% | Reduced |
| Loomis Sayles & Co L P | 62,805 | $4.52M | 0.01% | +204+0.3% | Added |
| KPP Advisory Services LLC | 62,196 | $4.48M | 0.57% | −40.0% | Reduced |
| GAMMA Investing LLC | 61,938 | $4.46M | 0.17% | +3,767+6.5% | Added |
| Prime Capital Investment Advisors, LLC | 61,838 | $4.45M | 0.04% | +983+1.6% | Added |
| GLOBALT Investments LLC | 61,200 | $4.40M | 0.15% | −779−1.3% | Reduced |
| Ameritas Advisory Services, LLC | 60,861 | $4.38M | 0.09% | +12,464+25.8% | Added |
| Cornerstone Wealth Management, LLC | 60,834 | $4.38M | 0.19% | +81+0.1% | Added |
| RMR Wealth Builders | 60,666 | $4.36M | 0.27% | +17,448+40.4% | Added |
| Aviva PLC | 60,663 | $4.36M | 0.01% | −981−1.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 60,458 | $4.35M | 0.09% | +380+0.6% | Added |
| Strategic Investment Advisors | 60,208 | $4.33M | 0.26% | −2,539−4.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 60,125 | $4.33M | 0.56% | +1,308+2.2% | Added |
| Balyasny Asset Management LLC | 60,008 | $4.32M | 0.01% | −30,135−33.4% | Reduced |
| NewEdge Wealth, LLC | 59,746 | $4.30M | 0.04% | −3,574−5.6% | Reduced |
| Haverford Trust Co | 59,696 | $4.30M | 0.04% | +399+0.7% | Added |
| Bryn Mawr Trust Co | 59,499 | $4.28M | 0.10% | −2,983−4.8% | Reduced |
| Valley National Advisers Inc | 59,262 | $4.26M | 0.47% | −121−0.2% | Reduced |
| Milestone Asset Management, LLC | 59,252 | $4.26M | 0.67% | +20,328+52.2% | Added |
| Calamos Advisors LLC | 58,750 | $4.23M | 0.02% | −14,072−19.3% | Reduced |
| Regions Financial Corp | 58,274 | $4.19M | 0.03% | +1,096+1.9% | Added |
| Bollard Group LLC | 58,116 | $4.18M | 0.13% | −234−0.4% | Reduced |
| Sanders Morris Harris LLC | 57,955 | $4.17M | 2.42% | −10,843−15.8% | Reduced |
| Verition Fund Management LLC | 57,888 | $4.17M | 0.03% | +54,750+1,744.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 57,568 | $4.14M | 0.00% | −14,525−20.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 57,468 | $4.13M | 0.13% | 00.0% | Unchanged |
| Ossiam | 57,167 | $4.11M | 0.05% | +57,167 | New |
| Confluence Wealth Services, Inc. | 57,018 | $4.10M | 0.12% | +9,875+20.9% | Added |
| Accurate Wealth Management, LLC | 56,808 | $4.08M | 0.39% | +1,977+3.6% | Added |
| Plan Group Financial, LLC | 56,096 | $4.04M | 0.84% | +5,573+11.0% | Added |
| LVW Advisors, LLC | 55,663 | $4.00M | 0.35% | +1,199+2.2% | Added |
| Dana Investment Advisors, Inc. | 55,330 | $3.98M | 0.10% | −127−0.2% | Reduced |
| Engineers Gate Manager LP | 55,173 | $3.97M | 0.05% | −85,859−60.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 55,021 | $3.96M | 0.35% | −944−1.7% | Reduced |
| Moors & Cabot, Inc. | 54,743 | $3.94M | 0.15% | +1,021+1.9% | Added |
| Verus Financial Partners, Inc. | 54,706 | $3.94M | 0.34% | −43−0.1% | Reduced |
| O'Domhnaill Enterprises, Inc. | 54,272 | $3.90M | 3.12% | −2,675−4.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 53,155 | $3.88M | 0.10% | −457−0.9% | Reduced |
| Private Management Group Inc | 53,912 | $3.88M | 0.10% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 53,829 | $3.87M | 0.05% | +14,320+36.2% | Added |
| Stokes Family Office, LLC | 53,764 | $3.87M | 0.45% | −5,496−9.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 53,719 | $3.87M | 0.08% | +748+1.4% | Added |
| WBI Investments | 53,415 | $3.84M | 0.95% | −9,724−15.4% | Reduced |
| Simmons Bank | 53,080 | $3.82M | 0.22% | −1,668−3.0% | Reduced |
| Meeder Advisory Services, Inc. | 52,995 | $3.81M | 0.14% | +1,754+3.4% | Added |
| Zions Bancorporation, National Association | 52,972 | $3.81M | 0.23% | +13,841+35.4% | Added |
| Mesirow Financial Investment Management, Inc. | 52,940 | $3.81M | 0.06% | −2,556−4.6% | Reduced |
| North Dakota State Investment Board | 52,607 | $3.79M | 0.15% | +3,739+7.7% | Added |
| Laurion Capital Management LP | 52,376 | $3.77M | 0.27% | +40,369+336.2% | Added |
| MH & Associates Securities Management Corp | 52,329 | $3.77M | 3.38% | −274−0.5% | Reduced |
| Exit Wealth Advisors, LLC. | 52,293 | $3.76M | 1.72% | +5,167+11.0% | Added |
| Pensionmark Financial Group, LLC | 56,105 | $3.76M | 0.06% | −45,164−44.6% | Reduced |
| Capital Investment Advisory Services, LLC | 52,132 | $3.75M | 0.23% | +1,241+2.4% | Added |
| Leelyn Smith, LLC | 52,075 | $3.75M | 0.46% | +261+0.5% | Added |
| Bessemer Group Inc | 51,951 | $3.74M | 0.01% | +10,223+24.5% | Added |
| MONECO Advisors, LLC | 51,889 | $3.73M | 0.23% | −71−0.1% | Reduced |
| Pinnacle Associates Ltd | 51,736 | $3.72M | 0.04% | +3,132+6.4% | Added |
| Three Seasons Wealth, LLC | 51,496 | $3.71M | 0.34% | +30,315+143.1% | Added |
| Cohen Klingenstein LLC | 51,203 | $3.68M | 0.11% | 00.0% | Unchanged |
| Fortune Financial Advisors, LLC | 50,558 | $3.64M | 1.56% | +5,150+11.3% | Added |
| Mission Wealth Management, LP | 50,519 | $3.63M | 0.05% | +29,317+138.3% | Added |
| MUFG Securities Americas Inc. | 50,295 | $3.62M | 0.19% | +3,845+8.3% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 50,201 | $3.61M | 0.03% | −2,121−4.1% | Reduced |
| Gerald Baker Financial Group LLC | 49,174 | $3.54M | 1.01% | +220.0% | Added |
| Associated Banc-Corp | 49,054 | $3.53M | 0.08% | +2,959+6.4% | Added |
| IFP Advisors, Inc | 48,848 | $3.51M | 0.06% | −6,394−11.6% | Reduced |
| Laird Norton Trust Company, LLC | 48,052 | $3.51M | 0.07% | +524+1.1% | Added |
| RFG Advisory, LLC | 48,719 | $3.51M | 0.05% | +6,872+16.4% | Added |
| Clark Estates Inc | 48,613 | $3.50M | 0.81% | 00.0% | Unchanged |
| Sapient Capital LLC | 47,764 | $3.48M | 0.05% | +1,619+3.5% | Added |
| Allen Investment Management LLC | 48,372 | $3.48M | 0.04% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 48,361 | $3.48M | 0.03% | −295−0.6% | Reduced |
| Moneta Group Investment Advisors LLC | 48,221 | $3.47M | 0.03% | +4,320+9.8% | Added |
| Scotia Capital Inc. | 47,845 | $3.44M | 0.01% | −6,115−11.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 47,710 | $3.43M | 0.51% | +12,240+34.5% | Added |
| Independent Financial Group, LLC | 47,637 | $3.43M | 0.06% | −3,629−7.1% | Reduced |
| Peak Retirement Planning, Inc. | 47,507 | $3.42M | 0.54% | +11,311+31.2% | Added |
| Asset Planning,Inc | 47,370 | $3.41M | 2.21% | −1,728−3.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 46,709 | $3.40M | 0.06% | +2,890+6.6% | Added |
| Trust Co of Virginia | 47,161 | $3.39M | 0.26% | −974−2.0% | Reduced |
| Wesbanco Bank Inc | 47,036 | $3.38M | 0.08% | +9,092+24.0% | Added |
| Peapack Gladstone Financial Corp | 46,483 | $3.35M | 0.04% | +327+0.7% | Added |
| Hunter Associates Investment Management LLC | 46,315 | $3.33M | 0.38% | +583+1.3% | Added |
| HBW Advisory Services LLC | 46,016 | $3.31M | 0.30% | +510+1.1% | Added |
| Coldstream Capital Management Inc | 46,004 | $3.31M | 0.04% | −1,284−2.7% | Reduced |
| Simplicity Wealth,LLC | 45,855 | $3.30M | 0.11% | +5,237+12.9% | Added |
| Securian Asset Management, Inc | 44,375 | $3.29M | 0.12% | −1,164−2.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 45,283 | $3.26M | 0.08% | +1,411+3.2% | Added |
| Geneos Wealth Management Inc. | 44,846 | $3.23M | 0.07% | −1,139−2.5% | Reduced |
| Private Trust Co NA | 44,532 | $3.20M | 0.26% | +2,655+6.3% | Added |