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
$58.35
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
41,676,318
Total reported value
$2,372,553,830
% of total 13F portfolios
0%
Share change
-3,078,515
Value change
-$185,833,963
Number of holders
450
Price from insider filings
$58.35
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% $238,262,471 3,756,898 EARNEST PARTNERS LLC 30 Jun 2025
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3.2% $95,316,009 1,812,436 Kayne Anderson Rudnick Investment Management, LLC 31 Mar 2025

As of 30 Sep 2025, 450 institutional investors reported holding 41,676,318 shares of SCOTTS MIRACLE-GRO CO - Common Shares, $0.01 par value (SMG). This represents 72% 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 49% 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% 4,787,282 -2.8% 0% $272,635,710
BlackRock, Inc. 7.4% 4,318,697 -0.24% 0% $245,949,766
EARNEST PARTNERS LLC 6.2% 3,608,593 -3.9% 0.89% $205,509,371
STATE STREET CORP 2.6% 1,506,039 -1.1% 0% $85,768,921
NORTHERN TRUST CORP 2.4% 1,387,496 -0.35% 0.01% $79,017,897
AMERIPRISE FINANCIAL INC 2% 1,165,367 +30% 0.02% $66,367,665
CAPTRUST FINANCIAL ADVISORS 2% 1,154,815 +14% 0.13% $65,766,732
JACOBS LEVY EQUITY MANAGEMENT, INC 1.5% 898,519 +26% 0.2% $51,170,657
GEODE CAPITAL MANAGEMENT, LLC 1.4% 808,150 +7.7% 0% $46,032,377
DEPRINCE RACE & ZOLLO INC 1.2% 722,019 -32% 0.82% $41,118,982
DIMENSIONAL FUND ADVISORS LP 1.2% 715,234 +5.7% 0.01% $40,728,469
MORGAN STANLEY 1.2% 697,277 -28% 0% $39,709,982
BANK OF AMERICA CORP /DE/ 1.1% 665,786 -13% 0% $37,916,506
MILLENNIUM MANAGEMENT LLC 1.1% 650,430 -35% 0.03% $37,041,988
FMR LLC 1.1% 641,597 -60% 0% $36,538,943
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.88% 509,308 +2.2% 0% $29,005,091
AQR CAPITAL MANAGEMENT LLC 0.87% 507,024 -38% 0.02% $28,089,132
Bank of New York Mellon Corp 0.84% 488,056 -5.3% 0% $27,794,805
Harvey Partners, LLC 0.81% 471,500 +3.2% 2.4% $26,851,925
Aristotle Capital Boston, LLC 0.77% 444,647 +48% 1.3% $25,322,688
Interval Partners, LP 0.76% 442,776 -66% 0.54% $25,216,093
Balyasny Asset Management L.P. 0.76% 441,337 0.05% $25,134,142
Quantinno Capital Management LP 0.76% 439,086 -10% 0.07% $25,005,991
ENVESTNET ASSET MANAGEMENT INC 0.73% 421,895 -1.4% 0.01% $24,026,893
Alyeska Investment Group, L.P. 0.7% 407,625 -49% 0.07% $23,214,244

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 1,034,384 $61,620,519 +$1,667,076 $58.35 60
2025 Q3 41,676,318 $2,372,553,830 -$185,833,963 $56.95 450
2025 Q2 44,770,318 $2,953,307,472 +$216,843,337 $65.96 447
2025 Q1 41,917,813 $2,299,907,123 -$33,834,075 $54.89 438
2024 Q4 42,373,441 $2,810,809,289 -$72,755,105 $66.34 444
2024 Q3 43,205,050 $3,744,505,611 -$221,852,343 $86.70 461
2024 Q2 45,916,224 $2,987,685,593 +$69,403,144 $65.06 438
2024 Q1 44,417,566 $3,312,138,828 +$232,761,077 $74.59 429
2023 Q4 24,871 $1,585,526 -$1,116,772 $63.75 2
2023 Q3 39,877,685 $2,060,798,753 +$26,978,950 $51.68 391
2023 Q2 39,306,513 $2,464,654,376 -$45,203,689 $62.69 419
2023 Q1 39,618,696 $2,764,624,529 -$26,389,736 $69.74 426
2022 Q4 40,313,745 $1,958,861,008 +$125,660,420 $48.59 407
2022 Q3 36,850,087 $1,575,605,458 +$33,240,771 $42.75 375
2022 Q2 36,663,632 $2,896,637,170 +$4,237,376 $78.99 426
2022 Q1 32,492,612 $3,995,471,115 +$144,253,514 $122.96 492
2021 Q4 34,107,524 $5,490,675,436 +$84,171,979 $161.00 527
2021 Q3 33,447,518 $4,896,057,313 -$126,991,991 $146.36 487
2021 Q2 35,042,036 $6,723,089,536 -$40,690,059 $191.92 518
2021 Q1 35,551,995 $8,704,509,087 -$57,317,385 $244.97 544
2020 Q4 35,920,774 $7,153,746,653 +$154,240,633 $199.14 482
2020 Q3 35,350,106 $5,404,938,274 -$50,286,061 $152.91 458
2020 Q2 35,504,792 $4,772,147,927 +$91,615,139 $134.47 439
2020 Q1 31,327,921 $3,208,091,296 -$95,849,579 $102.40 387
2019 Q4 36,753,649 $3,902,927,438 -$41,055,003 $106.18 414
2019 Q3 33,318,272 $3,392,169,085 +$4,044,106 $101.82 401
2019 Q2 36,946,279 $3,639,421,392 +$77,822,187 $98.50 370
2019 Q1 36,653,259 $2,880,395,109 +$106,238,024 $78.58 330
2018 Q4 35,795,391 $2,199,974,579 -$12,218,220 $61.46 321
2018 Q3 35,009,603 $2,755,787,671 -$112,234,596 $78.73 344
2018 Q2 36,346,032 $3,022,220,218 +$21,094,555 $83.16 360
2018 Q1 36,913,464 $3,164,988,249 -$122,333,501 $85.75 349
2017 Q4 37,678,251 $4,029,478,260 -$306,108,609 $106.99 336
2017 Q3 40,247,698 $3,918,049,070 -$66,973,654 $97.34 317
2017 Q2 40,698,474 $3,640,828,495 +$10,144,959 $89.46 316
2017 Q1 40,746,048 $3,804,482,091 +$180,004,276 $93.39 323
2016 Q4 42,620,127 $4,065,235,536 -$8,722,704 $95.55 329
2016 Q3 42,922,452 $3,572,419,869 +$42,872,445 $83.27 288
2016 Q2 42,575,922 $2,983,317,982 -$19,040,158 $69.91 291
2016 Q1 42,823,059 $3,114,579,730 +$13,820,447 $72.77 278
2015 Q4 42,773,680 $2,759,244,490 -$50,209,401 $64.51 277
2015 Q3 43,182,544 $2,626,173,000 +$65,547,832 $60.82 262
2015 Q2 41,506,042 $2,457,768,101 -$8,845,436 $59.21 251
2015 Q1 42,255,379 $2,837,627,594 +$46,217,997 $67.17 258
2014 Q4 41,689,035 $2,598,232,416 -$43,823,241 $62.32 237
2014 Q3 42,292,317 $2,326,097,825 -$62,705,252 $55.00 242
2014 Q2 43,410,312 $2,468,283,427 -$82,702,556 $56.86 244
2014 Q1 44,928,957 $2,753,214,784 -$8,823,935 $61.28 243