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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 25,446 | $1.83M | 0.07% | −22−0.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 25,253 | $1.82M | 0.04% | −47,423−65.3% | Reduced |
| Brady Martz Wealth Solutions, LLC | 25,218 | $1.81M | 0.27% | +291+1.2% | Added |
| San Luis Wealth Advisors LLC | 25,206 | $1.81M | 0.27% | −864−3.3% | Reduced |
| Hohimer Wealth Management, LLC | 24,849 | $1.79M | 0.18% | +446+1.8% | Added |
| Spence Asset Management | 24,812 | $1.78M | 0.42% | +24,812 | New |
| Burke & Herbert Bank & Trust Co | 24,692 | $1.78M | 0.44% | −33−0.1% | Reduced |
| Retirement Planning Group | 24,648 | $1.77M | 0.05% | +1,611+7.0% | Added |
| Vigil Wealth Management, LLC | 24,300 | $1.75M | 1.25% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 24,272 | $1.75M | 0.07% | +336+1.4% | Added |
| Sargent Investment Group, LLC | 24,207 | $1.74M | 0.21% | +455+1.9% | Added |
| Syon Capital LLC | 24,134 | $1.74M | 0.08% | +2,365+10.9% | Added |
| Marco Investment Management LLC | 24,089 | $1.73M | 0.11% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 23,930 | $1.72M | 0.56% | +12,954+118.0% | Added |
| Occidental Asset Management, LLC | 23,794 | $1.71M | 0.17% | +12,128+104.0% | Added |
| Searle & Co. | 23,760 | $1.71M | 0.38% | +290+1.2% | Added |
| Pure Financial Advisors, Inc. | 23,753 | $1.71M | 0.02% | −9,272−28.1% | Reduced |
| Delta Capital Management LLC | 23,735 | $1.71M | 0.79% | 00.0% | Unchanged |
| Certified Advisory Corp | 23,710 | $1.71M | 0.14% | +90.0% | Added |
| Chicago Trust Co NA | 23,676 | $1.70M | 0.25% | −1,743−6.9% | Reduced |
| Donoghue Forlines LLC | 23,663 | $1.70M | 0.44% | −1,436−5.7% | Reduced |
| Quilter Plc | 23,593 | $1.70M | 0.03% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 23,587 | $1.70M | 0.04% | −40−0.2% | Reduced |
| Keynote Financial Services LLC | 23,585 | $1.70M | 0.79% | −927−3.8% | Reduced |
| Van Eck Associates Corp | 23,546 | $1.69M | 0.00% | −17,406−42.5% | Reduced |
| Arete Wealth Advisors, LLC | 23,479 | $1.69M | 0.11% | +1,077+4.8% | Added |
| Clear Creek Financial Management, LLC | 23,456 | $1.69M | 0.11% | −421−1.8% | Reduced |
| Logan Capital Management Inc | 23,424 | $1.69M | 0.06% | +23,424 | New |
| Joel Isaacson & Co., LLC | 23,324 | $1.68M | 0.05% | +152+0.7% | Added |
| Maia Wealth LLC | 23,304 | $1.68M | 0.25% | +3,684+18.8% | Added |
| KMG Fiduciary Partners, LLC | 23,273 | $1.67M | 0.16% | +9,185+65.2% | Added |
| Capital Financial Group Inc | 23,115 | $1.66M | 0.87% | +109+0.5% | Added |
| Armis Advisers, LLC | 23,043 | $1.66M | 0.15% | +14,426+167.4% | Added |
| Retirement Guys Formula LLC | 23,015 | $1.65M | 0.62% | +1,659+7.8% | Added |
| JSF Financial, LLC | 22,996 | $1.65M | 0.27% | +19,367+533.7% | Added |
| Ashton Thomas Securities, LLC | 22,990 | $1.65M | 0.24% | +6,295+37.7% | Added |
| Wedmont Private Capital | 22,967 | $1.65M | 0.05% | +3,695+19.2% | Added |
| First Horizon Corp | 22,907 | $1.65M | 0.06% | +2,291+11.1% | Added |
| Ballentine Partners, LLC | 22,900 | $1.65M | 0.02% | +131+0.6% | Added |
| Aspetuck Financial Management LLC | 22,875 | $1.65M | 0.97% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 22,788 | $1.64M | 0.52% | +5,162+29.3% | Added |
| Avidian Wealth Solutions, LLC | 22,549 | $1.62M | 0.04% | +958+4.4% | Added |
| Lee Danner & Bass Inc | 22,539 | $1.62M | 0.09% | −169−0.7% | Reduced |
| BKD Wealth Advisors, LLC | 22,439 | $1.61M | 0.03% | +629+2.9% | Added |
| Caldwell Trust Co | 22,385 | $1.61M | 0.13% | −2,590−10.4% | Reduced |
| Sagewood Asset Management LP | 22,355 | $1.61M | 0.36% | +3,642+19.5% | Added |
| Leavell Investment Management, Inc. | 21,895 | $1.60M | 0.06% | −1,267−5.5% | Reduced |
| Ethos Financial Group, LLC | 22,166 | $1.59M | 0.11% | +1,914+9.5% | Added |
| Lantz Financial LLC | 22,098 | $1.59M | 0.29% | +1,116+5.3% | Added |
| Kera Capital Partners, Inc. | 22,084 | $1.59M | 0.15% | +630+2.9% | Added |
| Burney Co | 22,012 | $1.58M | 0.04% | −1,830−7.7% | Reduced |
| Everett Harris & Co | 21,810 | $1.57M | 0.02% | −70−0.3% | Reduced |
| Crawford Investment Counsel Inc | 21,667 | $1.56M | 0.03% | −63−0.3% | Reduced |
| Ignite Planners, LLC | 21,567 | $1.55M | 0.21% | −1,587−6.9% | Reduced |
| Advyzon Investment Management, LLC | 21,561 | $1.55M | 0.11% | +5,581+34.9% | Added |
| AdvisorNet Financial, Inc | 21,557 | $1.55M | 0.07% | −732−3.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 21,497 | $1.55M | 0.14% | −162−0.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 21,476 | $1.55M | 0.19% | −117−0.5% | Reduced |
| Smith, Moore & Co. | 21,357 | $1.54M | 0.10% | +143+0.7% | Added |
| Resurgent Financial Advisors LLC | 21,291 | $1.53M | 0.43% | −22−0.1% | Reduced |
| GoalVest Advisory LLC | 21,275 | $1.53M | 0.28% | −337−1.6% | Reduced |
| HighPoint Advisor Group LLC | 21,233 | $1.53M | 0.05% | +173+0.8% | Added |
| First Bank & Trust | 21,165 | $1.52M | 0.22% | +5,297+33.4% | Added |
| ICW Investment Advisors LLC | 21,035 | $1.51M | 0.53% | −51−0.2% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 21,032 | $1.51M | 0.80% | 00.0% | Unchanged |
| Emerald Investment Advisers, LLC | 20,972 | $1.51M | 0.10% | +9,859+88.7% | Added |
| Prosperity Consulting Group, LLC | 20,964 | $1.51M | 0.06% | +3,428+19.5% | Added |
| Redhawk Wealth Advisors, Inc. | 20,926 | $1.51M | 0.15% | −1,711−7.6% | Reduced |
| Aurdan Capital Management, LLC | 20,906 | $1.50M | 0.38% | −16−0.1% | Reduced |
| Center For Asset Management LLC | 20,895 | $1.50M | 0.67% | −300−1.4% | Reduced |
| Tradewinds, LLC. | 1,989 | $1.50M | 0.47% | −12,434−86.2% | Reduced |
| Odyssean, LLC | 20,851 | $1.50M | 0.24% | +8,309+66.2% | Added |
| Ipswich Investment Management Co., Inc. | 20,845 | $1.50M | 0.32% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 20,844 | $1.50M | 0.06% | +10,055+93.2% | Added |
| Measured Wealth Private Client Group, LLC | 20,843 | $1.50M | 0.36% | +707+3.5% | Added |
| Rehmann Capital Advisory Group | 20,808 | $1.50M | 0.07% | −1,655−7.4% | Reduced |
| MCF Advisors LLC | 20,471 | $1.49M | 0.05% | +2,743+15.5% | Added |
| Red Door Wealth Management, LLC | 20,601 | $1.48M | 0.14% | −328−1.6% | Reduced |
| Mainstay Capital Management LLC | 20,586 | $1.48M | 0.11% | −1,089−5.0% | Reduced |
| Cambient Family Office, LLC | 20,268 | $1.48M | 0.18% | +1,219+6.4% | Added |
| Exeter Financial, LLC | 20,579 | $1.48M | 0.57% | −170−0.8% | Reduced |
| Inceptionr LLC | 20,568 | $1.48M | 0.36% | −508−2.4% | Reduced |
| New Age Alpha Advisors, LLC | 20,537 | $1.48M | 0.06% | −30,052−59.4% | Reduced |
| Diversified Trust Co | 20,504 | $1.48M | 0.02% | −3,303−13.9% | Reduced |
| Dodge & Cox | 20,500 | $1.47M | 0.00% | 00.0% | Unchanged |
| One Capital Management, LLC | 22,338 | $1.47M | 0.04% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 20,484 | $1.47M | 0.71% | −202−1.0% | Reduced |
| Ancora Advisors, LLC | 20,459 | $1.47M | 0.03% | −4,099−16.7% | Reduced |
| Zhang Financial LLC | 20,358 | $1.46M | 0.04% | +48+0.2% | Added |
| Franklin Street Advisors Inc | 20,356 | $1.46M | 0.08% | +1,425+7.5% | Added |
| Paradigm Asset Management Co LLC | 20,300 | $1.46M | 0.31% | +3,600+21.6% | Added |
| Heritage Investors Management Corp | 20,281 | $1.46M | 0.04% | −346−1.7% | Reduced |
| Private Wealth Asset Management, LLC | 20,259 | $1.46M | 0.14% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 20,227 | $1.46M | 0.53% | +49+0.2% | Added |
| Gateway Wealth Partners, LLC | 20,215 | $1.45M | 0.09% | −7,583−27.3% | Reduced |
| McKinney Capital Management, LLC | 20,201 | $1.45M | 0.57% | +20,201 | New |
| HCR Wealth Advisors | 20,149 | $1.45M | 0.13% | +52+0.3% | Added |
| Ferguson Wellman Capital Management, Inc | 20,140 | $1.45M | 0.02% | −6,499−24.4% | Reduced |
| Atom Investors LP | 20,117 | $1.45M | 0.13% | +20,117 | New |
| Goelzer Investment Management, Inc. | 20,023 | $1.44M | 0.06% | −664−3.2% | Reduced |