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Altria Group, Inc.

MO Consumer Staples
$73.9 +$0.19 (0.26%)
Market Cap: $123.4 B
Gurus Holding
15
Popularity Rank
#113
% of Shares Held
0.62%
Net Activity (Q1 2026)
-$114.16 M

Guru Ownership Trend

Guru Analysis for Altria Group, Inc. (MO)

Altria Group, Inc. (MO), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q1 2026, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $770.73 M.

Top institutional holders include Cliff Asness and Ray Dalio.

Institutional sentiment is currently Bearish. This is evidenced by a $114.16 M net outflow during the quarter.

Recent activity highlights Lee Ainslie who increased their stake by 239.3%. Conversely, Jefferies Group reduced exposure by 54.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$28.24 M
Total Buy Value
New Buys 0
Additions 8
-$142.4 M
Total Sell Value
Reductions 7
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
7
Net Buyers
8

FAQs for Altria Group, Inc. (MO)

Major holders include Cliff Asness ($351.72 M), Ray Dalio ($112.55 M), Renaissance Technologies (RenTech) ($110.63 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 10.43 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $114.16 M, with 8 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 0 fully exited MO. The total reported sell value was $142.4 M.

Yes, 0 managers opened new positions in MO, and 8 increased their existing holdings. The total reported buy value was $28.24 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.16% Add 4.9% 5,329,825 $351.72 M Q1 2026
0.50% Reduce -48.0% 1,705,511 $112.55 M Q1 2026
0.17% Reduce -20.9% 1,676,500 $110.63 M Q1 2026
0.15% Add 22.0% 746,547 $49.26 M Q1 2026
0.04% Reduce -16.3% 329,601 $21.75 M Q1 2026
0.13% Reduce -0.2% 164,461 $10.85 M Q1 2026
1.38% Reduce -0.9% 145,533 $9.6 M Q1 2026
0.00% Add 4.2% 125,545 $8.28 M Q1 2026
0.01% Reduce -42.5% 87,846 $5.8 M Q1 2026
0.04% Add 239.3% 52,322 $3.45 M Q1 2026
0.03% Add 0.9% 38,957 $2.57 M Q1 2026
0.00% Reduce -54.0% 10,840 $715,304 Q1 2026
0.00% Add 0.1% 6,306 $416,133 Q1 2026
0.00% Add 43.8% 4,978 $333,626 Q1 2026
0.00% Add 0.0% 4,563 $301,163 Q1 2026
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