Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Altria Group Inc (MO)

3K + Investors. Track Smart Money conviction in MO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +93
Streak
11Q ▲
Buyers last Q
58%

Smart Money Signals — MO

Based on 2578 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added MO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,578 hedge funds hold MO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+343 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

1386 buying994 selling
Last quarter: 1,386 funds bought or added vs 994 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-31 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 244 → 268 → 277 → 246. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 15% new
1,751 out of 2,578 hedge funds have held MO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~246 new funds/quarter

182 → 244 → 268 → 277 → 246 new funds/Q
New funds entering each quarter: 244 → 268 → 277 → 246. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 18% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 2,640 holders: 1,846 (70%) are 2+ year veterans, 311 entered 1–2 years ago, and 483 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
67 of 2568 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in MO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MO

In 2026 Q2, 1386 hedge funds were net buyers of MO (246 opened a new position, 1140 added to an existing one), while 994 reduced or exited (841 trimmed, 153 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 62% of total institutional value in MO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +93 funds (more new holders than closures). Total institutional holders: 2578.

Hedge Fund Ownership: MO

How many hedge funds hold MO — quarterly history vs. share price
Quarterly hedge fund ownership of MO vs. share price

Market Analysis: MO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MO

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

69 top-rated funds 18 high-conviction
Consensus
8.0
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: MO
3K + Investors

Track Smart Money conviction in MO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2555 2485 2.82%
13F Shares 1.09B 1.04B 5.14%
Total Value $77.32B $66.72B 15.89%
New Positions 241 277 -36
Increased Positions 1124 983 +141
Closed Positions 161 152 +9
Reduced Positions 819 880 -61
Total Calls 36 31 16.13%
Total Puts 35 28 25.0%
PUT/CALL Ratio 0.97 0.9 Neutral

Statistics: MO

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Institutional Holders (2026 Q2)

3K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kennon-Green & Company, LLC 6.52% 116,239 $8.4M
2 PARK CIRCLE Co 5.28% 86,050 $6.2M
3 Arrow Capital Pty Ltd 4.59% 75,000 $5.4M
4 Edmp, INC. 4.50% 77,690 $5.6M
5 Windle Wealth, LLC 4.18% 144,758 $10.4M
6 Mh & Associates Securities Management Corp /Adv 3.38% 52,329 $3.8M
7 GQG Partners LLC 3.36% 25,111,622 $1.81B
8 Hutner Capital Management Inc 3.23% 113,040 $8.1M
9 O'Domhnaill Enterprises, Inc. 3.12% 54,272 $3.9M
10 Aua Capital Management, LLC 3.08% 92,369 $6.6M
11 Benedict Financial Advisors Inc 3.01% 215,521 $15.5M
12 Rnc Capital Management LLC 2.97% 1,028,337 $67.9M
13 CFC Planning Co LLC 2.86% 68,079 $4.9M
14 Promethium Advisors,LLC 2.84% 80,975 $5.9M
15 Baugh & Associates, LLC 2.76% 86,599 $6.2M
16 Fukoku Mutual Life Insurance Co 2.58% 615,521 $44.3M
17 John Boyer, Inc. 2.50% 37,959 $2.5M
18 Sanders Morris Harris LLC 2.42% 57,955 $4.2M
19 Abacus FCF Advisors LLC 2.30% 174,185 $12.5M
20 Investmark Advisory Group LLC 2.22% 81,103 $5.8M
21 Asset Planning,Inc 2.21% 47,370 $3.4M
22 Seneca House Advisors 2.20% 86,397 $6.2M
23 Capital Square, LLC 2.18% 69,193 $5.0M
24 Walled Lake Planning & Wealth Management, LLC 2.09% 114,956 $8.3M
25 Ridgepath Capital Management LLC 2.05% 64,587 $4.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Altria Group Inc (MO)

What does the Smart Money Trend signal show for MO?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added MO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MO?

Slight buying edge — 58% buying: Last quarter: 1,386 funds bought or added vs 994 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MO holders?

Elite ownership — 62% AUM from top-100 funds: 67 of 2568 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in MO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MO?

68% of holders stayed for 2+ years: 1,751 out of 2,578 hedge funds have held MO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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