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 Q3 2025, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $774.06 M.
Top institutional holders include Cliff Asness and Ray Dalio.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $50.12 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 131.3%. Conversely, Jefferies Group reduced exposure by 45.3%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.22% | Add 13.6% | 5,272,845 | $346.37 M | Q3 2025 | |
| 0.96% | Reduce -2.0% | 3,695,606 | $244.13 M | Q3 2025 | |
| 0.16% | Reduce -14.1% | 1,843,234 | $121.76 M | Q3 2025 | |
| 0.08% | Add 131.3% | 748,901 | $49.47 M | Q3 2025 | |
| 0.13% | Add 55.3% | 455,332 | $30.08 M | Q3 2025 | |
| 0.04% | Reduce -23.2% | 224,410 | $14.82 M | Q3 2025 | |
| 0.12% | Reduce -13.5% | 165,693 | $10.95 M | Q3 2025 | |
| 1.38% | Reduce -0.4% | 149,499 | $9.88 M | Q3 2025 | |
| 0.00% | Add 13.2% | 110,277 | $7.28 M | Q3 2025 | |
| 0.03% | Reduce -35.6% | 40,657 | $2.69 M | Q3 2025 | |
| 0.04% | New Buy | 40,425 | $2.67 M | Q3 2025 | |
| 0.01% | Reduce -45.3% | 17,861 | $1.18 M | Q3 2025 | |
| 0.00% | 5,900 | $389,754 | Q3 2025 | ||
| 0.00% | Reduce -9.6% | 4,659 | $307,754 | Q3 2025 | |
| 0.00% | New Buy | 3,270 | $214,741 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Altria Group, Inc. (MO)
Major holders include Cliff Asness ($346.37 M), Ray Dalio ($244.13 M), Renaissance Technologies ($121.76 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 12.78 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $50.12 M, with 6 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 8 managers trimmed their positions, while 0 fully exited MO. The total reported sell value was $33.73 M.
Yes, 2 managers opened new positions in MO, and 4 increased their existing holdings. The total reported buy value was $83.85 M.