undamentalytics Newsletter

Altria: which funds bought and sold

Institutions that bought and sold Altria shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 1,305 institutions that filed 13F reports for both quarters added to or opened positions in Altria, and 929 cut or closed them. Together they added a net 35.2M shares, +3.4% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 28.6M shares (+18.1%); index fund managers were net buyers of 3.4M shares (+0.7%). 176 opened a new position and 108 sold out entirely.

Bought, Q2 2026 1,305 institutions, 176 of them new holders Sold, Q2 2026 929 institutions, 108 of them sold out
Net change, all compared +35.2M shares (+3.4%)
Net change, active managers +28.6M shares (+18.1%), 45 bought, 49 sold

Buyers versus sellers

institutions compared, 2,599
Active managers and hedge funds 45 bought · 49 sold · +28.6M
Index fund managers 7 bought · 5 sold · +3.4M
Other institutions 1,253 bought · 875 sold · +3.2M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Capital Research Global Investors Active manager +33.0M +128.4% 58.7M $4.2B
Assenagon Asset Management S.A. +7.1M +7482.3% 7.2M $519M
Canada Pension Plan Investment Board +4.9M New position 4.9M $350M
Charles Schwab Investment Management Inc Index funds +4.8M +8.9% 59.1M $4.3B
Marshall Wace, LLP Hedge fund +1.5M +43.5% 5.0M $360M
Blackrock, Inc. Index funds +1.3M +1.1% 126.1M $9.1B
UBS Group AG +1.3M +17.3% 8.9M $638M
GQG Partners LLC Active manager +1.3M +5.3% 25.1M $1.8B
Federated Hermes, Inc. Active manager +1.2M +49.5% 3.6M $262M
Cambridge Investment Research Advisors, Inc. +997K +130.3% 1.8M $127M
Capitolis Liquid Global Markets LLC +900K New position 900K $64.8M
Raymond James Financial Inc +750K +13.4% 6.3M $456M
Goldman Sachs Group Inc +750K +5.7% 13.9M $997M
Geode Capital Management, LLC Index funds +699K +1.5% 47.7M $3.4B
Connor, Clark & Lunn Investment Management Ltd. +642K +1074.9% 702K $50.5M
AQR Capital Management LLC Hedge fund +611K +11.5% 5.9M $427M
Deutsche Bank Ag\ +573K +14.3% 4.6M $329M
Ameriprise Financial Inc +544K +2.5% 22.0M $1.6B
LSV Asset Management Active manager +531K +8.9% 6.5M $469M
Lazard Asset Management LLC Active manager +474K +43.6% 1.6M $112M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Barclays PLC −2.2M −35.7% 4.0M $291M
Qube Research & Technologies Ltd Hedge fund −2.2M −92.5% 174K $12.5M
Arrowstreet Capital, Limited Partnership Hedge fund −2.1M −23.0% 7.1M $510M
Royal Bank Of Canada −1.9M −24.0% 6.1M $437M
SG Americas Securities, LLC −1.9M −68.9% 835K $60.1M
Millennium Management LLC Hedge fund −1.8M −80.5% 428K $30.8M
Morgan Stanley −1.8M −7.2% 22.7M $1.6B
Hightower Advisors, LLC −1.7M −54.6% 1.4M $101M
Nuveen, LLC −1.6M −20.9% 6.2M $444M
State Street Corp Index funds −1.6M −2.2% 70.2M $5.1B
Vanguard Portfolio Management LLC Index funds −1.5M −4.2% 33.7M $2.4B
HRT Financial LP −1.4M −87.3% 203K $14.6M
Contrarius Group Holdings Ltd −1.3M Sold out 0 —
Ilex Capital Partners (UK) LLP −1.1M Sold out 0 —
Legal & General Group PLC −1.0M −10.6% 8.8M $632M
Freestone Grove Partners LP Hedge fund −960K −89.8% 110K $7.9M
Korea Investment Corp −900K −54.7% 744K $53.5M
Jpmorgan Chase & Co −849K −6.5% 12.2M $904M
Jane Street Group, LLC −648K −75.7% 208K $15M
Pacer Advisors, Inc. −633K −9.1% 6.4M $458M

New positions

largest by value

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Contrarius Group Holdings Ltd 1.3M $84.2M
Ilex Capital Partners (UK) LLP 1.1M $75.1M
Night Squared LP 269K $17.7M
Callodine Capital Management, LP 265K $17.5M
Holocene Advisors, LPHedge fund 214K $14.1M
Hikari Power Ltd 196K $12.9M
Qsemble Capital Management, LP 171K $11.3M
Quadrature Capital LtdHedge fund 124K $8.2M
Sciencast Management LP 96K $6.3M
Lake Street Private Wealth, LLC 57K $3.8M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
2,535
Ten largest holders
53.5%
of 13F-reported shares
Index fund managers
44.1%
of 13F-reported shares
Active managers and hedge funds
17.4%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 45 49 7 9 +28.6M +18.1%
Index fund managers 7 5 0 0 +3.4M +0.7%
Other institutions 1,253 875 169 99 +3.2M +0.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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