DaveManuel.com · Institutional Ownership · Who Owns It
SCOTTS MIRACLE GRO CO (SMG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
473
Reporting holders
$3.5B
Reported value
86.5%
Of shares outstanding
0.7%
Calls
0.5%
Puts
+23
Holder change
Institutions report 50,335,376 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +12.3%+$11.8M |
| 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 |
| 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 | +17.6%+$3.5M |
| 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 |
| Sound Income Strategies, LLC | $15.2M | 223,472 | 0.68% | 31q | HELD |
| HRT FINANCIAL LP | $14.8M | 217,288 | 0.03% | new | NEW |
| Squarepoint Ops LLC | $14.7M incl. $796.9K options PUT | 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 incl. $8.9M options CALL+PUT | 22,960 | 0.00% | 31q | -34.2%-$5.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.2M CALL+PUT | 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 CALL+PUT | 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 |
| Corient Private Wealth LP | $7.8M | 114,728 | 0.01% | 15q | +500.3%+$6.5M |
| 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 |
| 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 CALL+PUT | 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% | 17q | +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 incl. $2.4M options CALL+PUT | 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 |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $3.6M | 52,677 | 0.00% | 31q | +5.5%+$186.8K |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.5M | 51,175 | 0.00% | 31q | -5.3%-$195.3K |
| 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 |
|---|---|---|---|
| 2026-10-07 | 13G/A | FMR LLCwith 1 co-filers | 10.1% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-16 | 2026-10-16 | Directors or officers departed or appointed | filing |
| 2026-09-25 | 2026-09-25 | Directors or officers departed or appointed | filing |
| 2026-09-15 | 2026-09-15 | Material agreement terminated | filing |
| 2026-09-11 | 2026-09-11 | Directors or officers departed or appointed | filing |
| 2026-09-03 | 2026-09-03 | Directors or officers departed or appointed | filing |
| 2026-08-27 | 2026-08-27 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-03 | Hagedorn Partnership, L.P. | Director, 10% owner | Sold | 30,000 | $2.0M ×2 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 116 | $130.8M | 2,609,640 | 16 | 30 | 32 | 0.0% |
| Q2 2026 | 473 | $3.5B | 50,335,376 | 74 | 159 | 136 | 1.1% |
| Q1 2026 | 450 | $2.9B | 46,175,013 | 60 | 170 | 115 | 1.5% |
| Q4 2025 | 440 | $2.6B | 43,688,460 | 40 | 114 | 179 | 3.4% |
| Q3 2025 | 461 | $2.5B | 41,814,921 | 65 | 136 | 161 | 4.2% |
| Q2 2025 | 454 | $3.1B | 44,814,536 | 87 | 155 | 132 | 3.5% |
| Q1 2025 | 445 | $2.5B | 42,312,622 | 62 | 162 | 137 | 8.1% |
| Q4 2024 | 452 | $2.9B | 42,396,852 | 47 | 104 | 170 | 3.7% |
| Q3 2024 | 470 | $4.0B | 44,242,345 | 72 | 136 | 160 | 4.6% |
| Q2 2024 | 446 | $3.1B | 46,327,622 | 65 | 151 | 125 | 3.4% |
| Q1 2024 | 438 | $3.7B | 46,247,771 | 52 | 163 | 124 | 5.6% |
| Q4 2023 | 450 | $2.9B | 42,837,218 | 64 | 115 | 161 | 3.7% |
| Q3 2023 | 413 | $2.2B | 40,653,523 | 40 | 129 | 149 | 3.7% |
| Q2 2023 | 441 | $2.8B | 39,771,431 | 52 | 140 | 146 | 9.7% |
| Q1 2023 | 453 | $3.1B | 39,847,557 | 77 | 140 | 136 | 8.9% |
| Q4 2022 | 426 | $2.1B | 40,485,392 | 76 | 137 | 143 | 6.0% |
| Q3 2022 | 398 | $3.7B | 86,026,805 | 53 | 136 | 132 | 1.7% |
| Q2 2022 | 448 | $7.3B | 91,063,257 | 57 | 171 | 121 | 1.2% |
| Q1 2022 | 508 | $16.0B | 129,007,034 | 46 | 189 | 147 | 0.6% |
| Q4 2021 | 551 | $17.7B | 111,328,345 | 81 | 166 | 142 | 0.8% |
| Q3 2021 | 506 | $12.3B | 82,767,028 | 61 | 152 | 164 | 1.5% |
| Q2 2021 | 527 | $18.6B | 96,227,280 | 57 | 169 | 149 | 0.8% |
| Q1 2021 | 554 | $21.4B | 86,782,693 | 98 | 168 | 163 | 0.9% |
| Q4 2020 | 499 | $15.8B | 78,696,632 | 67 | 147 | 150 | 0.9% |
| Q3 2020 | 472 | $11.1B | 71,891,752 | 65 | 145 | 153 | 0.6% |
| Q2 2020 | 456 | $9.2B | 68,068,062 | 94 | 137 | 141 | 0.8% |
| Q1 2020 | 409 | $9.2B | 89,308,872 | 48 | 113 | 144 | 0.2% |
| Q4 2019 | 429 | $8.1B | 86,493,291 | 42 | 132 | 115 | 0.4% |
| Q3 2019 | 420 | $5.7B | 55,915,256 | 74 | 127 | 109 | 0.8% |
| Q2 2019 | 381 | $5.3B | 52,861,345 | 71 | 96 | 116 | 1.2% |
| Q1 2019 | 346 | $4.1B | 52,209,959 | 56 | 124 | 82 | 0.8% |
| Q4 2018 | 333 | $4.9B | 78,733,299 | 4 | 8 | 6 | 33.6% |