Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Altria Group Inc (MO)

2K + 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
↑ +116
Streak
11Q ▲
Buyers last Q
55%

Smart Money Signals — MO

Based on 2473 hedge funds · latest filing: 2026 Q1 · 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
2,473 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 — +12% more funds vs a year ago

fund count last 6Q
+273 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

1264 buying1040 selling
Last quarter: 1,264 funds bought or added vs 1,040 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.
➡️

Steady new buyers — ~271 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 180 → 244 → 266 → 271. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 18% medium ■ 15% new
1,678 out of 2,473 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.
📈

Growing discovery — still being found

231 → 180 → 244 → 266 → 271 new funds/Q
New funds entering each quarter: 180 → 244 → 266 → 271. A growing number of institutions are discovering MO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 12% 1-2yr ■ 18% new
Of 2,524 current holders: 1,787 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
66 of 2473 holders are among the 100 largest funds by AUM, controlling 50% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q1, 1264 hedge funds were net buyers of MO (271 opened a new position, 993 added to an existing one), while 1040 reduced or exited (885 trimmed, 155 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 50% of total institutional value in MO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +116 funds (more new holders than closures). Total institutional holders: 2473.

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

-- --

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

Is It Too Late to Buy Altria Group Inc (MO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MO has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 73d ago
MO
+1523.2%
XLP
+4.0%

MO outperformed XLP by +1519.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
MO
-2.3%
XLP
+0.7%

Since the filing became public, MO outperformed XLP by -3.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

112 top-rated funds 20 high-conviction
Consensus
8.9
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: MO
2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 2449 2357 3.9%
13F Shares 1.03B 1.06B -2.29%
Total Value $66.68B $60.70B 9.86%
New Positions 264 266 -2
Increased Positions 976 971 +5
Closed Positions 172 230 -58
Reduced Positions 868 824 +44
Total Calls 31 29 6.9%
Total Puts 28 27 3.7%
PUT/CALL Ratio 0.9 0.93 Neutral

Statistics: MO

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

2K + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Kennon-Green & Company, LLC 6.30% 116,526 $7.7M
2 PARK CIRCLE Co 5.26% 86,050 $5.7M
3 Contrarius Group Holdings Ltd 4.77% 1,275,522 $84.2M
4 Edmp, INC. 4.12% 77,322 $5.1M
5 Windle Wealth, LLC 3.96% 142,155 $9.4M
6 Aua Capital Management, LLC 3.11% 92,369 $6.1M
7 Hutner Capital Management Inc 3.07% 113,334 $7.5M
8 Mh & Associates Securities Management Corp /Adv 3.03% 52,603 $3.5M
9 O'Domhnaill Enterprises, Inc. 3.03% 56,947 $3.8M
10 Benedict Financial Advisors Inc 2.99% 217,567 $14.4M
11 CFC Planning Co LLC 2.97% 63,081 $4.2M
12 Quantessence Capital LLC 2.78% 8,653 $571K
13 Promethium Advisors,LLC 2.73% 78,755 $5.3M
14 Baugh & Associates, LLC 2.73% 95,922 $6.3M
15 Strategic Planning, Inc. 2.69% 81,214 $5.4M
16 Fukoku Mutual Life Insurance Co 2.64% 611,865 $40.4M
17 Night Squared LP 2.60% 268,586 $17.7M
18 Abacus FCF Advisors LLC 2.55% 171,445 $11.3M
19 GQG Partners LLC 2.49% 23,836,839 $1.57B
20 Commonwealth Retirement Investments LLC 2.44% 119,685 $7.9M
21 Seneca House Advisors 2.36% 89,835 $5.9M
22 Measured Risk Portfolios, Inc. 2.33% 32,273 $2.1M
23 Asset Planning,Inc 2.30% 49,098 $3.2M
24 Investmark Advisory Group LLC 2.27% 80,548 $5.3M
25 Walled Lake Planning & Wealth Management, LLC 2.21% 113,857 $7.5M
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 — 55% buying: Last quarter: 1,264 funds bought or added vs 1,040 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 — 50% AUM from top-100 funds: 66 of 2473 holders are among the 100 largest funds by AUM, controlling 50% 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: 1,678 out of 2,473 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.

Is it too late to buy Altria Group Inc (MO) following the 2026 Q1 hedge fund 13F filings?

As of today, MO has moved -2.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.7% for the XLP sector ETF — an outperformance of -3.0%. Since the quarter end (March 31, 2026), MO has gained +1523.2% vs +4.0% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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