SCOTTS MIRACLE-GRO CO - Common Shares, $0.01 par value (SMG) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Shares, $0.01 par value
Symbol
SMG on NYSE
Shares outstanding
58,053,520
Price per share
$63.61
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
43,202,880
Total reported value
$2,521,411,727
% of total 13F portfolios
0%
Share change
+1,867,108
Value change
+$110,665,733
Number of holders
421
Price from insider filings
$63.61
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of SCOTTS MIRACLE-GRO CO - Common Shares, $0.01 par value (SMG) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Hagedorn Partnership, L.P. 23% -0.43% $779,774,887 +$2,570 13,352,310 +0% James Hagedorn 09 Dec 2025
EARNEST PARTNERS LLC 6.5% $247,804,992 3,756,898 EARNEST PARTNERS LLC 30 Jun 2025
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3.2% $97,128,445 1,812,436 Kayne Anderson Rudnick Investment Management, LLC 31 Mar 2025

As of 31 Dec 2025, 421 institutional investors reported holding 43,202,880 shares of SCOTTS MIRACLE-GRO CO - Common Shares, $0.01 par value (SMG). This represents 74% of the company’s total 58,053,520 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of SCOTTS MIRACLE-GRO CO - Common Shares, $0.01 par value (SMG) together control 51% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 8.2% 4,747,017 -0.84% 0% $276,988,441
BlackRock, Inc. 7.2% 4,208,781 -2.5% 0% $245,582,362
EARNEST PARTNERS LLC 5.9% 3,453,067 -4.3% 0.86% $201,486,460
STATE STREET CORP 2.6% 1,485,961 -1.3% 0% $86,705,824
FMR LLC 2.5% 1,462,160 +128% 0% $85,316,980
AMERIPRISE FINANCIAL INC 2.2% 1,286,123 +10% 0.02% $75,047,094
CAPTRUST FINANCIAL ADVISORS 2% 1,157,714 +0.25% 0.13% $67,552,621
NORTHERN TRUST CORP 1.9% 1,111,084 -20% 0.01% $64,831,753
DEPRINCE RACE & ZOLLO INC 1.8% 1,036,191 +44% 1.2% $60,461,745
DIMENSIONAL FUND ADVISORS LP 1.4% 823,662 +15% 0.01% $48,058,896
Interval Partners, LP 1.4% 807,061 +82% 1.1% $47,092,009
GEODE CAPITAL MANAGEMENT, LLC 1.4% 788,306 -2.5% 0% $46,007,561
JACOBS LEVY EQUITY MANAGEMENT, INC 1.4% 785,541 -13% 0.18% $45,836,317
BRANDES INVESTMENT PARTNERS, LP 1.3% 737,546 +363% 0.33% $43,035,810
Balyasny Asset Management L.P. 1.1% 613,693 +39% 0.07% $35,808,987
MORGAN STANLEY 1% 589,618 -15% 0% $34,404,276
Alyeska Investment Group, L.P. 0.98% 566,285 +39% 0.09% $33,042,730
BANK OF AMERICA CORP /DE/ 0.97% 565,988 -15% 0% $33,025,412
NORGES BANK 0.96% 558,604 0% $32,594,543
Bank of New York Mellon Corp 0.93% 542,767 +11% 0.01% $31,670,457
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.87% 502,403 -1.4% 0% $29,315,215
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.85% 494,004 0.02% $28,825,133
Russell Investments Group, Ltd. 0.8% 465,896 +59% 0.03% $27,185,081
MILLENNIUM MANAGEMENT LLC 0.78% 450,776 -31% 0.02% $26,302,780
Qube Research & Technologies Ltd 0.75% 436,028 +54% 0.04% $25,442,234

Institutional Holders of SCOTTS MIRACLE-GRO CO - Common Shares, $0.01 par value (SMG) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 43,202,880 $2,521,411,727 +$110,665,733 $58.35 421
2025 Q3 41,676,565 $2,372,566,639 -$176,332,559 $56.95 452
2025 Q2 44,770,318 $2,953,307,472 +$216,843,318 $65.96 447
2025 Q1 41,935,130 $2,300,857,846 -$33,885,495 $54.89 439
2024 Q4 42,396,102 $2,812,313,015 -$81,817,278 $66.34 445
2024 Q3 43,364,201 $3,758,304,110 -$212,120,242 $86.70 460
2024 Q2 45,932,039 $2,988,714,554 +$63,920,116 $65.06 438
2024 Q1 44,517,658 $3,319,604,778 +$238,850,243 $74.59 428
2023 Q4 41,690,495 $2,657,928,771 +$82,227,654 $63.75 442
2023 Q3 40,352,949 $2,085,349,433 +$28,043,797 $51.68 397
2023 Q2 39,755,364 $2,492,793,242 -$18,068,938 $62.69 423
2023 Q1 39,688,097 $2,769,469,878 -$31,343,528 $69.74 432
2022 Q4 40,360,419 $1,961,129,335 +$126,699,636 $48.59 412
2022 Q3 38,003,885 $1,624,945,790 -$10,494,032 $42.75 385
2022 Q2 37,023,343 $2,925,052,147 +$7,420,440 $78.99 433
2022 Q1 36,320,899 $4,466,344,792 +$151,000,763 $122.96 499
2021 Q4 34,659,350 $5,579,522,484 +$70,338,087 $161.00 533
2021 Q3 34,234,342 $5,011,217,420 -$138,201,840 $146.36 494
2021 Q2 35,062,908 $6,726,953,626 -$44,829,263 $191.92 516
2021 Q1 35,614,559 $8,723,426,882 -$52,249,646 $244.97 548
2020 Q4 35,948,991 $7,159,365,056 +$154,580,916 $199.14 490
2020 Q3 35,391,522 $5,411,272,107 -$57,328,522 $152.91 463
2020 Q2 35,765,800 $4,807,247,859 +$100,067,892 $134.47 444
2020 Q1 35,166,173 $3,601,133,354 -$161,236,938 $102.40 395
2019 Q4 36,771,567 $3,904,827,952 -$41,136,964 $106.18 420
2019 Q3 37,150,080 $3,782,320,418 +$9,498,293 $101.82 408
2019 Q2 36,996,020 $3,644,319,865 +$30,719,994 $98.50 374
2019 Q1 36,973,096 $2,905,535,792 +$109,951,620 $78.58 337
2018 Q4 35,884,317 $2,205,445,627 -$13,784,539 $61.46 325
2018 Q3 35,705,755 $2,810,594,131 -$82,646,391 $78.73 348
2018 Q2 36,663,881 $3,048,650,929 -$22,056,325 $83.16 364
2018 Q1 36,942,374 $3,167,465,533 -$122,325,145 $85.75 352
2017 Q4 37,694,725 $4,031,239,979 -$306,269,000 $106.99 339
2017 Q3 40,251,937 $3,918,461,294 -$66,816,959 $97.34 320
2017 Q2 41,010,914 $3,668,778,320 +$11,048,734 $89.46 321
2017 Q1 41,012,385 $3,829,414,366 +$181,497,508 $93.39 325
2016 Q4 42,620,127 $4,065,253,518 -$8,572,659 $95.55 329
2016 Q3 42,973,499 $3,576,670,219 +$42,909,086 $83.27 291
2016 Q2 42,676,508 $2,990,349,982 -$19,102,419 $69.91 293
2016 Q1 42,898,779 $3,120,089,730 +$13,135,433 $72.77 280
2015 Q4 42,892,827 $2,766,930,490 -$49,057,207 $64.51 280
2015 Q3 43,265,125 $2,631,195,000 +$66,769,385 $60.82 265
2015 Q2 42,377,555 $2,509,370,101 -$12,649,570 $59.21 256
2015 Q1 42,353,294 $2,844,204,594 +$51,463,586 $67.17 258
2014 Q4 41,689,035 $2,598,232,416 -$43,831,538 $62.32 237
2014 Q3 42,292,317 $2,326,097,825 -$62,705,311 $55.00 240
2014 Q2 43,410,312 $2,468,283,427 -$82,701,914 $56.86 242
2014 Q1 44,948,154 $2,754,390,784 +$2,307,014 $61.28 244