The Scotts Miracle-Gro Company (SMG) Institutional Ownership
Q1 2026 13F Data|Updated 2026-06-13
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Institutional ownership increased this quarter (+6.01 pp), with a relatively well-distributed shareholder base.
Institutional Ownership77.3%$2.8B total value · ▲ +6.01 pp vs prior quarter
Can exceed 100% due to securities lending, short interest, and reporting timing differences.
Smart Money Score60 / 100Bullish
Based on ownership concentration, fund quality, buying/selling activity, conviction signals, and institutional trend.
Institutions & Flow426 holders+8 net flow (+69 / -61)
AI Insights & Key Takeaways
- Positive Institutional Flow (+8)
- Two Sigma Investments, Lp maintains a significant position
- Top 10 holders control 46.3% of institutional value
- No Insider Signal
Top Institutional Holders of SMG
Ranked by reported Q1 2026 13F market value
Top 10 Holders
46.3%
Top 25 Holders
69.9%
Share of total reported institutional value in SMG held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4.4M | $270.3M | +5.6% | 7.658% | 0.00% |
| 2 | EARNEST PARTNERS LLC | 3.4M | $206.7M | -1.6% | 5.857% | 0.85% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.5M | $152.2M | — | 4.313% | 0.01% |
| 4 | FMR LLC | 2.1M | $130.2M | +46.4% | 3.689% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2.0M | $119.1M | — | 3.375% | 0.00% |
| 6 | STATE STREET CORP | 1.5M | $92.4M | +2.2% | 2.617% | 0.00% |
| 7 | AMERIPRISE FINANCIAL INC | 1.4M | $85.8M | +9.7% | 2.431% | 0.02% |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.3M | $78.4M | +161.1% | 2.223% | 0.04% |
| 9 | CAPTRUST FINANCIAL ADVISORS | 1.3M | $76.9M | +9.2% | 2.179% | 0.13% |
| 10 | NORTHERN TRUST CORP | 1.1M | $67.0M | -0.8% | 1.899% | 0.01% |
| 11 | DEPRINCE RACE & ZOLLO INC | 1.1M | $66.1M | +4.9% | 1.873% | 1.25% |
| 12 | ARIEL INVESTMENTS, LLC | 963K | $58.5M | — | 1.659% | 0.66% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 896K | $54.5M | +8.8% | 1.544% | 0.01% |
| 14 | Epoch Investment Partners, Inc. | 823K | $50.1M | — | 1.418% | 0.30% |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 820K | $49.9M | +4.0% | 1.413% | 0.00% |
| 16 | BRANDES INVESTMENT PARTNERS, LP | 809K | $49.2M | +9.7% | 1.393% | 0.35% |
| 17 | Interval Partners, LP | 758K | $46.1M | -6.1% | 1.306% | 1.84% |
| 18 | JACOBS LEVY EQUITY MANAGEMENT, INC | 680K | $41.3M | -13.5% | 1.171% | 0.17% |
| 19 | BANK OF AMERICA CORP /DE/ | 659K | $40.0M | +16.4% | 1.135% | 0.00% |
| 20 | MORGAN STANLEY | 597K | $36.3M | +1.3% | 1.029% | 0.00% |
| 21 | Bank of New York Mellon Corp | 544K | $33.1M | +0.3% | 0.938% | 0.01% |
| 22 | Russell Investments Group, Ltd. | 541K | $32.9M | +16.1% | 0.932% | 0.04% |
| 23 | TWO SIGMA INVESTMENTS, LP | 534K | $32.5M | +60.0% | 0.920% | 0.03% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 532K | $32.4M | +5.9% | 0.917% | 0.00% |
| 25 | SG Capital Management LLC | 489K | $29.7M | +114.6% | 0.842% | 1.97% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SMG — a direct measure of their conviction.
Quarterly Institutional Activity
Filings activity in SMG during Q1 2026, grouped by how each filer changed its position.
New Buyers
69Institutions that opened a new SMG position in Q1 2026
- VANGUARD PORTFOLIO MANAGEMENT LLC$152.2M
- VANGUARD CAPITAL MANAGEMENT LLC$119.1M
- ARIEL INVESTMENTS, LLC$58.5M
- Epoch Investment Partners, Inc.$50.1M
- VANGUARD FIDUCIARY TRUST CO$16.9M
- Strategic Wealth Partners, Ltd.$7.1M
- TD ASSET MANAGEMENT INC$5.5M
- WINTON GROUP Ltd$5.3M
- HSBC HOLDINGS PLC$4.9M
- PEREGRINE CAPITAL MANAGEMENT LLC$4.8M
- Darwins River Capital, LP$4.0M
- Intrinsic Edge Capital Management LLC$3.0M
Exited Positions
61Institutions that fully closed their SMG position in Q1 2026
- VANGUARD GROUP INC$277.0M
- BALYASNY ASSET MANAGEMENT LLC$35.8M
- Alyeska Investment Group, L.P.$33.0M
- NORGES BANK$32.6M
- TWO SIGMA ADVISERS, LP$11.7M
- SEGALL BRYANT & HAMILL, LLC$11.1M
- JPMORGAN CHASE & CO$10.3M
- IBEX WEALTH ADVISORS$6.4M
- Clearline Capital LP$6.3M
- JANE STREET GROUP, LLC$6.3M
- Walleye Trading LLC$5.5M
- ING GROEP NV$4.3M
SMG Institutional Ownership by Quarter
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 426 | +1.9% | 77.26% | +6.01 pp | $2.77B | +8.4% |
| Q4 2025 | 418 | 5.6% | 71.25% | +5.13 pp | $2.55B | +7.8% |
| Q3 2025 | 443 | 0.2% | 66.12% | 14.58 pp | $2.37B | 18% |
| Q2 2025 | 444 | +2.3% | 80.70% | +17.09 pp | $2.89B | +27% |
| Q1 2025 | 434 | 1.6% | 63.61% | 31.39 pp | $2.28B | 33% |
| Q4 2024 | 441 | 1.8% | 95.00% | 104.99 pp | $3.40B | 90% |
| Q3 2024 | 449 | +3.7% | 199.99% | +119.00 pp | $34.67B | +1096% |
| Q2 2024 | 433 | — | 80.99% | — | $2.90B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
SMG — Frequently Asked Questions
Quick answers to the most common questions about buying SMG stock.
What percentage of SMG is owned by institutions?
Based on Q1 2026 13F filings, institutional ownership of The Scotts Miracle-Gro Company stands at 77.3%, held across 426 reporting institutions.
Who is the largest institutional holder of SMG?
BlackRock, Inc. is the largest reported institutional holder of SMG, with approximately 4,444,656 shares worth $0.27B as of Q1 2026.
Is SMG a hedge fund favorite?
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of SMG, including TWO SIGMA INVESTMENTS, LP.
What is SMG's Smart Money Score?
Our composite Smart Money Score for SMG is 60 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
How many institutions bought SMG this quarter?
69 institutions opened new positions in SMG during Q1 2026, while 61 fully exited. 273 added to existing positions and 83 trimmed.
How is institutional ownership of SMG changing?
SMG institutional ownership rose by 6.01 percentage points quarter-over-quarter, with a net change of +8 holders.
How concentrated is SMG ownership among the top holders?
The top 10 institutions account for 46.3% of all reported 13F value in SMG, and the top 25 account for 69.9%.
Where does this SMG institutional ownership data come from?
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.