Altria Group Inc (MO) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Altria Group Inc (MO) following the 2026 Q2 hedge fund 13F filings?

As of today, MO has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLP sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), MO gained -10.5% vs +3.6% 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.

Altria Group Inc (MO)

2K + Investors. Track Smart Money conviction in MO. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MO

Based on 2484 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

2,484 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 — +13% more funds vs a year ago

fund count last 6Q

+283 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 55% buying

1272 buying1040 selling

Last quarter: 1,272 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.

📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter

Funds opening a new MO position: 181 → 244 → 266 → 277. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 18% medium ■ 15% new

1,682 out of 2,484 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 → 181 → 244 → 266 → 277 new funds/Q

New funds entering each quarter: 181 → 244 → 266 → 277. A growing number of institutions are discovering MO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 11% 1-2yr ■ 18% new

Entry-cohort mix of 2,535 holders: 1,791 (71%) are 2+ year veterans, 291 entered 1–2 years ago, and 453 (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 2475 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.

3.5

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.

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

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

Closed Positions

172

230

-58

Reduced Positions

868

824

+44

Total Calls

6.9%

Total Puts

3.7%

PUT/CALL Ratio

0.9

0.93

Neutral

Institutional Holders (2026 Q2)

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:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

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	6.52%	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	Kinloch Capital, LLC	2.04%	77,424	$5.6M

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 — 55% buying: Last quarter: 1,272 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 — 62% AUM from top-100 funds: 67 of 2475 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: 1,682 out of 2,484 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 Q2 hedge fund 13F filings?

As of today, MO has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLP sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), MO has gained -10.5% vs +3.6% 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.

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Altria Group Inc (MO)

Smart Money Signals — MO

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Steady growth — +13% more funds vs a year ago

Slight buying edge — 55% buying

More new buyers each quarter (+11 vs last Q)

68% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 71% veterans vs 18% newcomers

Elite ownership — 62% AUM from top-100 funds

Institutional Sentiment Summary — MO

Hedge Fund Ownership: MO

Market Analysis: MO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MO

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

Hedge Fund Positioning: MO

Statistics: MO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Altria Group Inc (MO)

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