SMG — SCOTTS MIRACLE-GRO CO
Reported value held$1.69B
Funds holding (latest)49
SectorIndustrials
Funds holding (Q2 2026)34
Institutional value$1.28B · 18.89M sh
New / Add / Cut / Exit5 / 16 / 12 / 3
Top-5 / Top-10 concentration62.7% / 81.6%
Institutional holdings change
Accumulating +18.5%
(+2.94M sh)
Institutional value change
Up +32.7%
As of Q2 2026, 34 SEC-registered investment managers reported holding SMG (SCOTTS MIRACLE-GRO CO) in their latest 13F filings, with a combined reported value of $1.28B across 18.89M shares. That is +18.5% by share count (+2.94M shares) versus the previous quarter, while reported value moved +32.7%. Ownership is concentrated: the five largest holders account for 62.7% of reported value and the top ten for 81.6%.
Compared with the prior quarter, 5 opened new positions, 16 added to existing stakes, 12 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SMG is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 4.46M | $303.79M | 0.01% | Hold |
| Fidelity Management & Research (FMR) history | Q2 2026 | 4.10M | $279.02M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 4.75M | $276.99M | 0.00% | Reduce |
| Arrowstreet Capital history | Q2 2026 | 1.23M | $83.64M | 0.04% | Reduce |
| Northern Trust Corp history | Q2 2026 | 1.14M | $77.68M | 0.01% | Add |
| First Eagle Investment Management history | Q3 2022 | 1.58M | $67.34M | 0.20% | Reduce |
| Bank of America Corp history | Q2 2026 | 886.13K | $60.35M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 831.21K | $56.63M | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 813.38K | $55.40M | 0.04% | Add |
| Norges Bank Investment Management history | Q2 2026 | 675.84K | $46.03M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 634.80K | $43.24M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 596.25K | $40.61M | 0.01% | Add |
| BNY Mellon history | Q2 2026 | 532.63K | $36.28M | 0.01% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 518.54K | $35.32M | 0.01% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 340.32K | $23.18M | 0.00% | Add |
| AQR Capital Management history | Q2 2026 | 272.45K | $18.26M | 0.01% | Reduce |
| Capital World Investors history | Q4 2021 | 110.77K | $17.83M | 0.00% | Hold |
| Goldman Sachs Group history | Q2 2026 | 239.66K | $16.32M | 0.00% | Add |
| Balyasny Asset Management history | Q2 2026 | 215.54K | $14.68M | 0.02% | Reduce |
| Invesco Ltd history | Q2 2026 | 206.90K | $14.09M | 0.00% | Reduce |
New Positions (Q2 2026)
- Renaissance Technologies 179.00K sh · $12.19M
- JPMorgan Chase & Co 131.14K sh · $9.02M
- Farallon Capital Management 88.00K sh · $5.99M
- D. E. Shaw & Co 18.50K sh · $1.26M
- Lazard Asset Management 15.64K sh · $1.07M
Fully Exited (vs previous quarter)
- Markel Corp sold 168.00K sh · $10.22M
- Point72 Asset Management sold 114.97K sh · $6.99M
- Janus Henderson Group sold 19.86K sh · $1.21M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 3.90M | 3.84M | 4.05M | 4.33M | 4.32M | 4.21M | 4.44M | 4.46M |
| Fidelity Management & Research (FMR) | 89.78K | 95.84K | 97.32K | 90.99K | 15.25K | 669.55K | 141.47K | 331.11K | 95.01K | 38.81K | 33.03K | 30.98K | 30.61K | 31.46K | 26.94K | 1.59M | 641.60K | 1.46M | 2.14M | 4.10M |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 494.00K | 1.29M | 1.23M |
| Northern Trust Corp | 673.34K | 672.14K | 727.49K | 718.62K | 694.00K | 455.23K | 571.96K | 892.79K | 1.01M | 1.54M | 1.38M | 1.40M | 1.35M | 1.35M | 1.34M | 1.39M | 1.39M | 1.11M | 1.10M | 1.14M |
| Bank of America Corp | 553.55K | 490.11K | 385.26K | 367.58K | 350.36K | 317.82K | 469.89K | 524.86K | 375.09K | 370.94K | 424.57K | 425.80K | 487.44K | 375.11K | 554.46K | 790.24K | 863.29K | 565.99K | 658.60K | 886.13K |
| Geode Capital Management | 488.13K | 499.44K | 515.54K | 516.61K | 519.14K | 549.12K | 570.32K | 604.71K | 621.19K | 646.00K | 680.21K | 693.83K | 708.56K | 705.60K | 747.54K | 750.50K | 808.15K | 788.31K | 820.06K | 831.21K |
| Two Sigma Investments | 155.57K | 34.03K | — | — | 191.31K | 355.59K | 354.17K | 370.98K | 179.18K | 146.03K | 33.57K | 481.41K | 510.99K | 345.72K | 175.46K | 36.89K | 278.41K | 333.80K | 534.06K | 813.38K |
| Norges Bank Investment Management | — | — | — | — | — | 108.81K | — | — | — | 434.50K | — | 124.55K | — | 145.98K | — | 436.43K | — | 558.60K | — | 675.84K |
| Morgan Stanley | 201.66K | 336.53K | 322.40K | 660.76K | 853.75K | 867.27K | 590.03K | 707.68K | 726.11K | 563.05K | 633.81K | 471.26K | 542.19K | 468.03K | 643.06K | 971.23K | 697.28K | 589.62K | 597.16K | 634.80K |
| UBS Group AG | 181.60K | 220.86K | 187.03K | 185.49K | 103.94K | 113.82K | 147.40K | 141.66K | 90.68K | 62.78K | 82.39K | 114.49K | 106.16K | 568.89K | 459.88K | 294.91K | 361.35K | 269.88K | 463.54K | 596.25K |
| BNY Mellon | 493.13K | 499.35K | 498.91K | 507.88K | 510.43K | 736.15K | 736.05K | 722.23K | 718.02K | 586.32K | 569.58K | 585.15K | 561.59K | 542.07K | 535.22K | 515.59K | 488.06K | 542.77K | 544.25K | 532.63K |
| Charles Schwab Investment Management | 254.69K | 264.27K | 287.71K | 331.92K | 474.39K | 538.47K | 568.98K | 585.23K | 526.28K | 545.26K | 574.62K | 563.42K | 551.25K | 542.53K | 512.98K | 498.29K | 509.31K | 502.40K | 532.15K | 518.54K |
| Wells Fargo & Co | 650.76K | 3.00K | 954.91K | 960.25K | 901.33K | 870.45K | 952.04K | 1.05M | 1.04M | 988.35K | 1.04M | 1.04M | 1.05M | 1.03M | 1.01M | 246.96K | 275.17K | 276.20K | 289.43K | 340.32K |
| AQR Capital Management | 13.90K | 11.14K | — | — | — | — | — | — | 60.23K | 73.30K | 258.71K | 761.06K | 610.98K | 421.84K | 147.25K | 822.74K | 507.02K | 386.79K | 319.56K | 272.45K |
| Goldman Sachs Group | 314.89K | 261.63K | 251.84K | 98.67K | 175.67K | 397.42K | 118.23K | 501.68K | 106.27K | 85.53K | 80.67K | 379.76K | 681.99K | 326.08K | 257.95K | 221.59K | 109.82K | 151.85K | 217.07K | 239.66K |
| Balyasny Asset Management | — | 7.46K | — | 48.13K | 30.73K | 3.31K | 3.24K | — | 110.93K | 373.09K | 962.02K | 134.52K | 820.93K | 251.08K | 284.63K | — | 441.34K | 613.69K | 266.61K | 215.54K |
| Invesco Ltd | 243.44K | 192.70K | 205.42K | 205.68K | 128.51K | 181.98K | 296.70K | 216.01K | 183.63K | 661.05K | 188.73K | 183.32K | 193.95K | 123.43K | 144.75K | 247.75K | 202.35K | 254.09K | 307.42K | 206.90K |
| Renaissance Technologies | 243.60K | — | — | — | 10.20K | — | — | — | — | — | — | — | 144.70K | — | — | 238.60K | 362.20K | 54.50K | — | 179.00K |
| Citadel Advisors | 153.60K | 128.69K | 218.34K | 395.55K | 1.03M | 1.32M | 1.09M | 476.37K | 563.43K | 439.76K | 645.76K | 522.64K | 216.76K | 276.71K | 769.75K | 528.64K | 255.99K | 212.66K | 205.91K | 153.56K |
| Citigroup Inc | 5.26K | 5.23K | 6.68K | 4.99K | 9.93K | 6.22K | 7.20K | 102.84K | 9.44K | 13.44K | 4.70K | 18.11K | 80.43K | 77.13K | 192.44K | 93.24K | 94.92K | 94.18K | 118.89K | 133.34K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details