Skip to content
Disclosery

MO ALTRIA GROUP INC

Follow

COM (common), issuer CIK 764180

2,530 managers (2,576 13F filers) reported a position in MO shares at 2026-06-30, 1,070,000,440 shares in all. 182 filers opened a position and 109 filers sold out during the quarter.

Managers
2,530
13F filers
2,576
New
182
Added
1,140
Reduced
840
Sold out
109
Shares held by filers
1,070,000,440

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Pinion Investment Advisors, LLC14,971$1.08M0.2%+54613F-HRTimeline
Stirlingshire Investments, Inc.14,704$1.07M0.8%+3,30413F-HRTimeline
CWS Financial Advisors, LLC14,868$1.07M0.24%+6213F-HRTimeline
Williams Jones Wealth Management, LLC.14,780$1.06M0.01%+4913F-HRTimeline
PLIMOTH TRUST CO LLC14,713$1.06M0.21%-46013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…14,686$1.06M0.28%+1013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP14,685$1.06M0.07%+3,27713F-HRTimelineGroup
WealthPLAN Partners, LLC14,627$1.05M0.2%-25713F-HRTimeline
COURIER CAPITAL LLC14,621$1.05M0.05%+1413F-HRTimeline
Centennial Wealth Advisory LLC14,578$1.05M0.23%+1,84413F-HRTimeline
Bill Few Associates, Inc.14,519$1.04M0.22%-4313F-HRTimeline
Diversified Enterprises, LLC14,487$1.04M0.05%+20113F-HRTimeline
Highland Financial Advisors, LLC14,437$1.04M0.23%-79913F-HRTimeline
ROMAN BUTLER FULLERTON & CO14,443$1.04M0.25%+3,51413F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP14,414$1.04M0.01%+94313F-HRTimelineGroup
Purkiss Capital Advisors LLC14,392$1.04M0.39%-1,62213F-HRTimeline
VeraBank, N.A.14,338$1.03M0.17%013F-HRTimeline
Wolff Financial Management LLC14,334$1.03M0.21%+213F-HRTimeline
Gilliland Jeter Wealth Management LLC14,278$1.03M0.27%+3213F-HRTimeline
Elyxium Wealth, LLC14,264$1.03M0.11%+8,42313F-HRTimeline
MOKAN Wealth Management Inc.14,264$1.03M0.39%+4,07313F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD14,243$1.02M0.43%-1,68613F-HRTimeline
Aviance Capital Partners, LLC14,235$1.02M0.11%+1,16813F-HRTimeline
Symmetry Partners, LLC14,235$1.02M0.05%+1,32813F-HRTimeline
KLINGENSTEIN FIELDS & CO LP14,221$1.02M0.04%-1,14413F-HRTimeline
Bluespring Wealth Management, LLC14,215$1.02M0.02%+8,76913F-HRTimeline
HOLDERNESS INVESTMENTS CO14,168$1.02M0.17%+9513F-HRTimeline
F/m Investments LLC14,159$1.02M0.05%-6713F-HRTimeline
Koenig Investment Advisory, LLC14,148$1.02M0.79%-69013F-HRTimeline
Horst & Graben Wealth Management LLC14,195$1.02M0.13%+13313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST14,112$1.02M0.09%013F-HRTimeline
Miller Financial Services LLC14,107$1.01M0.82%+2,13813F-HRTimeline
Cannell & Spears LLC14,095$1.01M0.02%+76513F-HRTimeline
Avestar Capital, LLC14,090$1.01M0.06%+22413F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC14,284$1.01M0.12%13F-HRTimeline
Parkside Financial Bank & Trust14,036$1.01M0.07%-42913F-HRTimeline
Xcel Wealth Management, LLC14,007$1.01M0.24%+2,00313F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP14,000$1.01M0.09%-25113F-HRTimelineGroup
National Philanthropic Trust13,992$1.01M0.01%013F-HRTimeline
Ardent Capital Management, Inc.13,910$1M0.42%-77613F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC13,900$1M0.2%-5813F-HRTimeline
Capital Advisors Wealth Management, LLC13,841$996K0.12%+29213F-HRTimeline
Brindle & Bay Financial Advisors, LLC13,832$995K0.5%+1,20813F-HRTimeline
Samalin Investment Counsel, LLC13,810$994K0.32%-23213F-HRTimeline
PATTEN & PATTEN INC/TN13,784$992K0.05%-20013F-HRTimeline
Turtle Creek Wealth Advisors, LLC13,774$991K0.05%+42613F-HRTimeline
Pallas Capital Advisors LLC13,760$990K0.03%+1,56913F-HRTimeline
LANGLEY WEALTH MANAGEMENT, LLC13,700$986K0.96%13F-HR/ATimeline
Koss-Olinger Consulting, LLC13,695$985K0.08%-83813F-HRTimeline
Signature Wealth Management Partners, L…13,645$982K0.46%+113F-HRTimeline
SP Asset Management LLC13,644$982K0.08%+17613F-HRTimeline
Chicago Capital, LLC13,605$979K0.02%-34913F-HRTimeline
Cassaday & Co Wealth Management LLC13,588$978K0.02%+1,45913F-HRTimeline
Strathmore Capital Advisors, Inc.13,374$976K0.26%+31913F-HRTimeline
Fiduciary Group, LLC13,548$975K0.08%013F-HRTimeline
44 WEALTH MANAGEMENT LLC13,546$975K0.32%+8313F-HRTimeline
MBA Advisors LLC13,525$973K0.33%-1913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC13,512$972K0.02%+31513F-HRTimeline
HAZLETT, BURT & WATSON, INC.13,492$972K0.26%013F-HRTimeline
Resolute Advisors LLC13,308$972K0.23%-1,00513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.13,342$960K0.01%+2,50213F-HRTimelineGroup
BROOKS, MOORE & ASSOCIATES, INC.13,331$959K0.43%+1,57613F-HRTimeline
Linscomb Wealth, Inc.13,314$958K0.04%-1,84313F-HRTimeline
Exchange Bank13,297$957K0.6%-24913F-HRTimeline
Davis Capital Management13,267$955K0.57%-13013F-HRTimeline
Bull Harbor Capital LLC13,260$954K0.19%+63713F-HRTimeline
Gladstone Institutional Advisory LLC13,250$953K0.03%+62313F-HRTimeline
Vermillion & White Wealth Management Gr…13,237$952K0.48%-1,34613F-HRTimeline
NorthStar Asset Management LLC /NJ/13,215$951K0.39%-6613F-HRTimeline
GSA CAPITAL PARTNERS LLP13,149$946K0.06%new13F-HRTimeline
Dakota Wealth Management13,108$943K0.02%+27413F-HRTimeline
Tevis Investment Management12,866$939K0.51%013F-HRTimeline
FLC Capital Advisors13,044$939K0.15%013F-HRTimeline
Raab & Moskowitz Asset Management LLC13,036$938K0.19%-2213F-HRTimeline
EASTERN BANK13,030$938K0.01%-1,14013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…13,005$936K0.02%013F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC12,998$935K0.3%-5913F-HRTimeline
Hilltop National Bank12,987$934K0.2%-20013F-HRTimeline
Parcion Private Wealth LLC12,981$934K0.05%+58513F-HRTimeline
Walker Asset Management, LLC12,965$933K0.47%+8713F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC12,950$932K0.05%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC12,766$932K0.02%-313F-HRTimeline
Kendall Capital Management12,932$930K0.15%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.12,926$930K0.34%013F-HRTimeline
Baron Wealth Management LLC12,924$930K0.24%+1,51913F-HRTimeline
Columbia Asset Management12,890$927K0.16%013F-HRTimeline
Towne Trust Company, N.A12,889$927K0.28%013F-HRTimeline
DAVIDSON TRUST CO12,877$926K0.36%013F-HRTimeline
McGowan Group Asset Management, Inc.12,876$926K0.11%+9113F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich12,809$923K<0.01%-26713F-HRTimeline
FIRST MERCHANTS CORP12,800$921K0.03%013F-HRTimeline
Clark Capital Management Group, Inc.12,766$919K0.01%+3,25613F-HRTimeline
BURNS J W & CO INC/NY12,764$918K0.1%-97513F-HRTimeline
Taylor & Morgan Wealth Management, LLC12,757$918K0.45%-81113F-HRTimeline
Storen Legacy Partners, LLC12,723$915K0.25%+11413F-HRTimeline
GODSEY & GIBB, INC12,695$913K0.07%013F-HRTimeline
Van Hulzen Asset Management, LLC12,689$913K0.06%+2,85013F-HRTimeline
XML Financial, LLC12,678$912K0.07%+30813F-HRTimeline
NWAM LLC12,675$912K0.05%-1,13213F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…12,667$911K0.23%+38813F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY12,650$910K0.17%013F-HRTimeline
Rothschild Wealth LLC12,629$909K0.07%+33313F-HRTimeline
MidFirst Bank12,619$908K0.06%+70013F-HRTimeline
CULLINAN ASSOCIATES INC12,600$907K0.07%013F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC12,535$902K0.49%-23113F-HRTimeline
Strategic Blueprint, LLC12,519$901K0.05%+88313F-HRTimeline
Aureus Asset Management, LLC12,491$899K0.05%+13513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…12,476$898K0.02%+1,08913F-HRTimelineGroup
Cape Investment Advisory, Inc.12,465$897K0.24%+45813F-HRTimeline
Johnson & White Wealth Management, LLC12,434$895K0.33%-36813F-HRTimeline
PDS Planning, Inc12,427$894K0.05%+37813F-HRTimeline
Clarity Financial LLC12,422$894K0.08%+4913F-HRTimeline
Lewis Asset Management, LLC12,422$894K0.31%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC12,395$892K0.08%-48,37813F-HRTimelineGroup
Resonant Capital Advisors, LLC12,163$888K0.04%+1,20413F-HRTimeline
Havemeyer Place LP12,338$888K0.09%-5,42013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC12,251$881K0.02%+6,71913F-HRTimeline
Foster Group, Inc.12,248$881K0.02%+19713F-HRTimeline
NEVILLE RODIE & SHAW INC12,228$880K0.06%013F-HRTimeline
Stonebridge Financial Group, LLC12,214$879K0.07%+9113F-HRTimeline
Safeguard Investment Advisory Group, LLC12,202$878K0.2%+2,46513F-HRTimeline
Ariadne Wealth Management, LP12,178$876K0.39%+1,16013F-HRTimeline
BOSTON FAMILY OFFICE LLC12,164$875K0.05%+8113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,128$873K0.03%-1,59013F-HRTimelineGroup
KENNEDY INVESTMENT GROUP, INC.12,116$872K0.3%+1813F-HRTimeline
Papamarkou Wellner Asset Management inc.13,140$867K0.54%013F-HRTimeline
Narwhal Capital Management12,045$867K0.06%013F-HRTimeline
Northstar Financial Companies, Inc.12,042$866K0.58%+2,42913F-HRTimeline
Northstar Advisory Group, LLC11,972$861K0.27%+113F-HRTimeline
Old Peak Finance LLC11,920$858K0.42%+15113F-HRTimeline
Manske Wealth Management11,919$858K0.21%-26013F-HRTimeline
SPINNAKER TRUST11,919$858K0.04%+9313F-HRTimeline
Continuum Advisory, LLC11,907$857K0.07%+1,48513F-HRTimeline
WealthTrust Axiom LLC11,901$856K0.19%+60313F-HRTimeline
JMN Financial LLC11,684$853K0.66%+3,34113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…11,789$852K0.07%+39513F-HRTimelineGroup
JT Stratford LLC11,815$850K0.09%+16413F-HRTimeline
ROGCO, LP11,788$848K0.26%-29513F-HRTimeline
Gilbert & Cook, Inc.11,774$847K0.1%+8113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC11,759$846K0.04%+23413F-HRTimeline
Advocate Investing Services LLC11,726$844K0.65%+80013F-HRTimeline
Serenus Wealth Advisors, LLC11,721$843K0.15%-15113F-HRTimeline
Anchor Investment Management, LLC11,684$841K0.06%+49613F-HRTimeline
Klingman & Associates, LLC11,624$836K0.04%+27313F-HRTimeline
One Wealth Advisors, LLC11,617$836K0.09%-25213F-HRTimeline
XY Planning Network, Inc.11,610$835K0.1%+74713F-HRTimeline
RAHLFS CAPITAL, LLC11,597$834K0.61%013F-HRTimeline
TrinityBridge Ltd11,592$834K0.02%+60013F-HRTimeline
Tanager Wealth Management LLP11,578$833K0.07%+2513F-HRTimeline
Virtue Capital Management, LLC11,577$833K0.11%-1,64213F-HRTimeline
CoreFirst Bank & Trust11,568$832K0.41%-16713F-HRTimeline
Convergence Financial, LLC11,564$832K0.07%+5,28413F-HRTimeline
Wealth Quarterback LLC11,548$831K0.26%-1,19213F-HRTimeline
Balentine LLC11,540$830K0.03%+1,03313F-HRTimeline
Callahan Advisors, LLC11,527$829K0.06%+12313F-HRTimeline
Intellectus Partners, LLC11,351$829K0.14%-35113F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…11,506$828K0.32%+1,50013F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC11,305$825K0.03%+213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC11,239$821K0.04%+14613F-HRTimelineGroup
VISTA INVESTMENT PARTNERS LLC11,365$818K0.21%-12,40613F-HRTimeline
Loudon Investment Management, LLC11,318$814K0.4%-22013F-HRTimeline
Cobblestone Asset Management LLC11,312$814K0.34%+213F-HRTimeline
GERBER, LLC11,298$813K0.38%+213F-HRTimeline
HHM Wealth Advisors, LLC11,276$811K0.08%-9213F-HRTimeline
KCM INVESTMENT ADVISORS LLC11,263$810K0.02%-36913F-HRTimeline
ABN AMRO Bank N.V.in group ABN AMRO INVESTMENT SOLUTIONS11,000$809K0.01%-4,29013F-HRTimelineGroup
Center for Wealth Management Advisory11,236$808K0.51%-2,31113F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …11,215$807K0.38%+1,61813F-HRTimeline
Axis Wealth Partners, LLC11,185$805K0.39%-9613F-HRTimeline
UNITED BANK11,141$802K0.09%-6413F-HRTimeline
BIRCH FINANCIAL GROUP, LLC11,128$801K0.41%-1,53613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding11,089$798K-466Timeline
Van Diest Capital, LLC11,085$798K0.71%+5,33213F-HRTimeline
Evercore Wealth Management, LLC11,057$796K0.01%-2113F-HRTimeline
Choate Investment Advisors11,033$794K0.01%013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.11,614$794K0.43%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN11,029$794K0.07%+1013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC11,001$792K0.05%-2,32813F-HRTimelineGroup
City State Bank11,000$791K0.18%-34313F-HRTimeline
Astoria Portfolio Advisors LLC.10,983$790K0.13%+4,14713F-HRTimeline
Acorn Wealth Advisors, LLC10,970$789K0.19%+76013F-HRTimeline
Argyle Capital Partners, LLC10,969$789K0.5%+69313F-HRTimeline
CORTLAND ASSOCIATES INC/MO10,948$788K0.11%+12513F-HRTimeline
Capstone Capital Management Ltd10,951$788K0.35%new13F-HRTimeline
BIP Wealth, LLC10,916$785K0.02%+3,10513F-HRTimeline
Cladis Investment Advisory, LLC10,914$785K0.37%+1,00013F-HRTimeline
WADDELL & ASSOCIATES, LLC10,904$785K0.04%+56313F-HRTimeline
TFC Financial Management, Inc.10,862$782K0.09%+1613F-HRTimeline
PKS Advisory Services, LLC10,856$781K0.12%+57813F-HRTimeline
Sowa Financial Group, Inc.10,850$781K0.36%-26613F-HRTimeline
Main Street Group, LTD10,809$778K0.18%-3113F-HRTimeline
N.E.W. Advisory Services LLC10,792$777K0.05%+1813F-HRTimeline
Beverly Hills Private Wealth, LLC10,786$776K0.15%-16,22813F-HRTimeline
Bath Savings Trust Co10,776$775K0.08%+10013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …10,775$775K0.04%-88313F-HRTimeline
ATLAS CAPITAL ADVISORS INC.10,770$775K0.08%+1,09813F-HR/ATimeline
Greenfield Savings Bank10,760$774K0.29%-17013F-HRTimeline
CacheTech Inc.10,754$774K0.13%+5,91013F-HRTimeline
Proficio Capital Partners LLC10,740$773K0.03%new13F-HRTimeline
Supplemental Annuity Collective Trust o…10,711$771K0.2%-65513F-HRTimeline