SCOTTS MIRACLE-GRO CO (SMG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
440
Reporting holders
$3.5B
Reported value
86.6%
Of shares outstanding
1.1%
Held as options
+27
Holder change
Institutions report 50,401,297 shares against 58,220,274 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $303.8M | 4,460,250 | 0.00% | 8q | HELD |
| FMR LLC | $279.0M | 4,096,622 | 0.01% | 31q | +91.3%+$133.2M |
| EARNEST PARTNERS LLC | $247.3M | 3,630,876 | 0.89% | 31q | +6.8%+$15.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $165.1M | 2,424,539 | 0.01% | 2q | -3.1%-$5.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $134.8M | 1,978,656 | 0.00% | 2q | +1.0%+$1.4M |
| STATE STREET CORP | $109.1M | 1,601,610 | 0.00% | 31q | +5.4%+$5.6M |
| AMERIPRISE FINANCIAL INC | $107.9M | 1,584,281 | 0.02% | 31q | -43.9%-$84.3M |
| ARIEL INVESTMENTS, LLC | $96.1M | 1,410,981 | 0.96% | 2q | +46.6%+$30.5M |
| BRANDES INVESTMENT PARTNERS, LP | $91.0M | 1,335,820 | 0.64% | 17q | +65.2%+$35.9M |
| Quantinno Capital Management LP | $87.0M | 1,278,061 | 0.10% | 10q | +486.3%+$72.2M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $83.6M | 1,227,963 | 0.04% | 3q | -4.8%-$4.2M |
| Epoch Investment Partners, Inc. | $83.3M | 1,223,231 | 0.47% | 2q | +48.6%+$27.2M |
| DEPRINCE RACE & ZOLLO INC | $77.8M | 1,142,587 | 1.31% | 6q | +5.1%+$3.8M |
| NORTHERN TRUST CORP | $77.7M | 1,140,462 | 0.01% | 31q | +3.5%+$2.6M |
| DIMENSIONAL FUND ADVISORS LP | $65.7M | 964,126 | 0.01% | 31q | +7.6%+$4.7M |
| BANK OF AMERICA CORP /DE/ | $60.4M | 886,129 | 0.00% | 31q | +34.5%+$15.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $56.6M | 831,210 | 0.00% | 31q | +1.4%+$759.8K |
| TWO SIGMA INVESTMENTS, LP | $55.4M | 813,379 | 0.04% | 16q | +52.3%+$19.0M |
| NORGES BANK | $46.0M | 675,842 | 0.00% | 32q | +21.0%+$8.0M |
| MORGAN STANLEY | $43.2M | 634,798 | 0.00% | 35q | +6.3%+$2.6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $42.6M | 625,262 | 0.15% | 9q | -8.0%-$3.7M |
| UBS Group AG | $40.6M | 596,246 | 0.01% | 31q | +28.9%+$9.1M |
| ENVESTNET ASSET MANAGEMENT INC | $39.9M | 585,624 | 0.01% | 31q | +48.6%+$13.0M |
| Harvey Partners, LLC | $37.0M | 542,727 | 2.53% | 6q | +24.1%+$7.2M |
| Bank of New York Mellon Corp | $36.3M | 532,626 | 0.01% | 31q | -2.1%-$791.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $35.3M | 518,540 | 0.00% | 31q | -2.6%-$927.1K |
| Sixth Street Partners Management Company, L.P. | $35.3M | 518,540 | 0.00% | new | NEW |
| GAMCO INVESTORS, INC. ET AL | $30.2M | 443,810 | 0.27% | 31q | +2.3%+$694.0K |
| NEW YORK STATE COMMON RETIREMENT FUND | $27.8M | 407,621 | 0.04% | 31q | +49.4%+$9.2M |
| Qube Research & Technologies Ltd | $27.2M | 399,408 | 0.03% | 6q | +6.1%+$1.6M |
| WELLS FARGO & COMPANY/MN | $23.2M | 340,321 | 0.00% | 31q | -41.2%-$16.2M |
| Russell Investments Group, Ltd. | $23.1M | 339,046 | 0.02% | 31q | -37.3%-$13.7M |
| SEI INVESTMENTS CO | $21.6M | 317,746 | 0.02% | 31q | +21.4%+$3.8M |
| Aristotle Capital Boston, LLC | $21.3M | 312,242 | 1.43% | 5q | -16.6%-$4.2M |
| VANGUARD FIDUCIARY TRUST CO | $19.2M | 282,533 | 0.00% | 2q | +1.9%+$358.9K |
| Schonfeld Strategic Advisors LLC | $18.9M | 277,804 | 0.07% | 17q | -23.4%-$5.8M |
| AQR CAPITAL MANAGEMENT LLC | $18.3M | 272,451 | 0.01% | 12q | -14.7%-$3.2M |
| ExodusPoint Capital Management, LP | $18.2M | 266,865 | 0.12% | 2q | +588.4%+$15.5M |
| CRAWFORD INVESTMENT COUNSEL INC | $17.9M | 262,888 | 0.30% | 5q | +1.4%+$253.7K |
| GOLDMAN SACHS GROUP INC | $16.3M | 239,655 | 0.00% | 31q | +10.4%+$1.5M |
| Corient Private Wealth LP | $16.1M | 236,148 | 0.01% | 15q | +1135.6%+$14.8M |
| Sound Income Strategies, LLC | $15.2M | 223,472 | 0.68% | 31q | HELD |
| Squarepoint Ops LLC | $14.7M | 204,325 | 0.02% | 9q | -41.1%-$10.3M |
| Balyasny Asset Management L.P. | $14.7M | 215,537 | 0.02% | 4q | +181.4%+$9.5M |
| Invesco Ltd. | $14.1M | 206,895 | 0.00% | 31q | -32.7%-$6.8M |
| NORDEA INVESTMENT MANAGEMENT AB | $13.9M | 210,416 | 0.01% | 12q | HELD |
| FIRST TRUST ADVISORS LP | $13.5M | 198,022 | 0.01% | 29q | +28.9%+$3.0M |
| Interval Partners, LP | $13.0M | 190,627 | 0.33% | 6q | -74.9%-$38.6M |
| RENAISSANCE TECHNOLOGIES LLC | $12.2M | 179,000 | 0.02% | new | NEW |
| Ceredex Value Advisors LLC | $11.9M | 175,025 | 0.34% | 4q | +35.4%+$3.1M |
| CITADEL ADVISORS LLC | $10.5M | 22,960 | 0.00% | 31q | -34.2%-$5.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.2M | options only | 0.00% | 31q | OPTIONS |
| TD Asset Management Inc | $9.3M | 136,723 | 0.01% | 2q | +50.8%+$3.1M |
| CITIGROUP INC | $9.1M | 133,336 | 0.00% | 31q | +12.2%+$984.3K |
| JANE STREET GROUP, LLC | $9.0M | options only | 0.00% | 27q | OPTIONS |
| JPMORGAN CHASE & CO | $9.0M | 131,137 | 0.00% | 31q | -25.2%-$3.0M |
| STIFEL FINANCIAL CORP | $8.9M | 131,141 | 0.01% | 31q | +42.0%+$2.6M |
| STANSBERRY ASSET MANAGEMENT, LLC | $8.8M | 128,650 | 0.80% | 4q | +765.6%+$7.8M |
| Compass Wealth Management LLC | $8.7M | 128,123 | 1.65% | 3q | +4.6%+$385.2K |
| Alyeska Investment Group, L.P. | $8.3M | 121,800 | 0.02% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $8.2M | 120,380 | 0.00% | 31q | +3.2%+$256.3K |
| BLAIR WILLIAM & CO/IL | $8.2M | 120,151 | 0.02% | 31q | -6.1%-$531.8K |
| CAPTRUST FINANCIAL ADVISORS | $7.9M | 116,201 | 0.01% | 14q | -90.8%-$78.2M |
| RHUMBLINE ADVISERS | $7.9M | 115,872 | 0.01% | 31q | +0.7%+$52.4K |
| PRINCIPAL FINANCIAL GROUP INC | $7.7M | 112,847 | 0.00% | 31q | +2.4%+$183.2K |
| RAYMOND JAMES FINANCIAL INC | $7.4M | 108,033 | 0.00% | 7q | -21.9%-$2.1M |
| Madison Asset Management, LLC | $7.2M | 105,163 | 0.09% | 13q | HELD |
| Bridgewater Associates, LP | $6.8M | 99,119 | 0.03% | 4q | +58.8%+$2.5M |
| KESTREL INVESTMENT MANAGEMENT CORP | $6.5M | 95,050 | 3.52% | 2q | +141.9%+$3.8M |
| GABELLI FUNDS LLC | $6.2M | 91,600 | 0.04% | 31q | +4.0%+$238.4K |
| Swiss National Bank | $6.2M | 90,300 | 0.00% | 31q | -1.6%-$102.2K |
| INVESTMENT HOUSE LLC | $6.0M | 93,580 | 0.15% | 31q | +87.3%+$2.8M |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | $6.0M | 88,000 | 0.03% | new | NEW |
| Trexquant Investment LP | $5.7M | 83,517 | 0.03% | new | NEW |
| BARCLAYS PLC | $5.7M | 83,459 | 0.00% | 31q | +75.5%+$2.4M |
| Nuveen, LLC | $5.6M | 82,853 | 0.00% | 6q | -61.8%-$9.1M |
| IMC-Chicago, LLC | $5.6M | options only | 0.00% | 11q | OPTIONS |
| PEREGRINE CAPITAL MANAGEMENT LLC | $5.6M | 81,539 | 0.18% | 2q | +3.2%+$172.9K |
| Advisors Asset Management, Inc. | $5.4M | 78,693 | 0.08% | 34q | +61.2%+$2.0M |
| Lighthouse Investment Partners, LLC | $5.1M | 75,000 | 0.14% | new | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | $5.1M | 74,436 | 0.01% | 31q | +5.3%+$253.4K |
| Walleye Trading LLC | $4.9M | 37,904 | 0.01% | 19q | HELD |
| OPPENHEIMER ASSET MANAGEMENT INC. | $4.8M | 71,139 | 0.05% | 31q | +21.2%+$846.5K |
| ROYAL BANK OF CANADA | $4.8M | 70,155 | 0.00% | 31q | +5.2%+$235.5K |
| LPL Financial LLC | $4.6M | 67,039 | 0.00% | 31q | +24.3%+$892.4K |
| NISA INVESTMENT ADVISORS, LLC | $4.5M | 65,884 | 0.01% | 31q | -1.1%-$47.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $4.5M | 65,625 | 0.00% | 5q | +1433.3%+$4.2M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $4.5M | 65,425 | 0.29% | 5q | -67.5%-$9.3M |
| Woodline Partners LP | $4.3M | 63,860 | 0.01% | new | NEW |
| ICON ADVISERS INC/CO | $4.3M | 63,000 | 0.81% | 2q | +34.0%+$1.1M |
| Brevan Howard Capital Management LP | $4.3M | 62,943 | 0.03% | 2q | +1222.6%+$4.0M |
| TD PRIVATE CLIENT WEALTH LLC | $4.2M | 61,430 | 0.08% | 2q | +1241.9%+$3.9M |
| Legal & General Group Plc | $4.1M | 60,140 | 0.00% | 31q | -2.6%-$111.2K |
| SEGALL BRYANT & HAMILL, LLC | $3.9M | 57,656 | 0.05% | 5q | +5.1%+$188.8K |
| MML INVESTORS SERVICES, LLC | $3.9M | 57,216 | 0.01% | 31q | +33.4%+$976.4K |
| VICTORY CAPITAL MANAGEMENT INC | $3.8M | 56,104 | 0.00% | 28q | +3.5%+$129.4K |
| FIFTH THIRD BANCORP | $3.6M | 52,792 | 0.01% | 31q | +1.6%+$56.9K |
| Tidal Investments LLC | $3.6M | 52,304 | 0.01% | 12q | +20.8%+$613.3K |
| NEUBERGER BERMAN GROUP LLC | $3.5M | 51,579 | 0.00% | 31q | +135.0%+$2.0M |
| HSBC HOLDINGS PLC | $3.5M | 51,502 | 0.00% | 15q | -36.6%-$2.0M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G | FMR LLCwith 1 co-filers | 7.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 440 | $3.5B | 50,401,297 | 75 | 147 | 123 | 1.1% |
| Q1 2026 | 413 | $2.9B | 47,374,600 | 56 | 158 | 103 | 1.5% |
| Q4 2025 | 405 | $2.6B | 42,960,840 | 37 | 102 | 168 | 3.5% |
| Q3 2025 | 424 | $2.5B | 41,288,273 | 62 | 126 | 144 | 4.2% |
| Q2 2025 | 415 | $3.0B | 44,255,173 | 82 | 141 | 119 | 3.4% |
| Q1 2025 | 407 | $2.4B | 40,229,342 | 55 | 148 | 126 | 8.2% |
| Q4 2024 | 416 | $2.8B | 41,219,816 | 44 | 92 | 157 | 3.7% |
| Q3 2024 | 427 | $3.9B | 43,145,179 | 67 | 126 | 144 | 4.5% |
| Q2 2024 | 404 | $2.9B | 42,883,437 | 59 | 142 | 109 | 3.5% |
| Q1 2024 | 395 | $3.4B | 42,680,949 | 48 | 149 | 110 | 5.8% |
| Q4 2023 | 403 | $2.7B | 39,154,757 | 61 | 98 | 145 | 3.9% |
| Q3 2023 | 367 | $2.1B | 37,266,572 | 36 | 117 | 131 | 3.8% |
| Q2 2023 | 392 | $2.6B | 36,677,118 | 46 | 124 | 127 | 10.2% |
| Q1 2023 | 394 | $2.8B | 35,794,090 | 70 | 122 | 116 | 9.4% |
| Q4 2022 | 344 | $1.7B | 33,635,404 | 68 | 116 | 97 | 6.5% |
| Q3 2022 | 408 | $1.7B | 38,069,218 | 53 | 139 | 137 | 3.8% |
| Q2 2022 | 458 | $3.0B | 37,055,827 | 57 | 173 | 127 | 2.8% |
| Q1 2022 | 516 | $4.6B | 36,507,848 | 47 | 194 | 146 | 2.0% |
| Q4 2021 | 557 | $5.7B | 34,725,791 | 82 | 170 | 143 | 2.6% |
| Q3 2021 | 510 | $5.2B | 34,250,948 | 61 | 151 | 167 | 3.5% |
| Q2 2021 | 531 | $6.9B | 35,086,201 | 57 | 169 | 152 | 2.2% |
| Q1 2021 | 560 | $8.9B | 35,677,265 | 98 | 170 | 164 | 2.1% |
| Q4 2020 | 504 | $7.3B | 35,989,449 | 67 | 149 | 152 | 2.0% |
| Q3 2020 | 476 | $5.5B | 35,538,904 | 65 | 146 | 155 | 1.2% |
| Q2 2020 | 461 | $4.9B | 35,988,924 | 96 | 139 | 141 | 1.5% |
| Q1 2020 | 413 | $3.7B | 35,496,942 | 50 | 115 | 144 | 0.6% |
| Q4 2019 | 431 | $4.0B | 37,474,640 | 42 | 131 | 119 | 0.8% |
| Q3 2019 | 423 | $3.9B | 37,544,508 | 74 | 129 | 110 | 1.2% |
| Q2 2019 | 384 | $3.8B | 38,261,392 | 71 | 98 | 116 | 1.7% |
| Q1 2019 | 349 | $3.0B | 37,143,061 | 56 | 127 | 81 | 1.1% |
| Q4 2018 | 336 | $2.3B | 36,408,779 | 4 | 8 | 7 | 1.0% |