SCOTTS MIRACLE-GRO CO (SMG) Institutional Ownership
SMG is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $58.92M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Ariel Appreciation Fund, which reported ownership valued at approximately $58.54M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Ariel Appreciation Fund's SMG position is now estimated to be worth approximately $60.37M, representing an estimated gain of +3.12% since the filing period.
Major shareholders tracked on this page include Ariel Appreciation Fund, Cullen Value Fund, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks smart money ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward SCOTTS MIRACLE-GRO CO (SMG).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 2 | $58,923,567 | 968,978 |
| Q4 2025 | 2 | $3,582,330 | 61,012 |
| Q3 2025 | 2 | $21,007,438 | 368,775 |
| Q2 2025 | 2 | $16,339,537 | 247,719 |
| Q1 2025 | 1 | $618,315 | 11,265 |
| Q4 2024 | 1 | $871,019 | 13,130 |
| Q3 2024 | 2 | $13,676,238 | 157,742 |
| Q2 2024 | 1 | $842,295 | 12,946 |
| Q1 2024 | 1 | $968,713 | 13,393 |
| Q4 2023 | 1 | $823,095 | 12,911 |
| Q4 2022 | 1 | $8,304 | 170,900 |
| Q3 2022 | 3 | $78,210 | 1,865,309 |
Related SMG Institutional Insights:
- SMG Institutional Ownership & Insiders Activity
- SMG Institutional Ownership & 13F Activity
- SMG Top Institutional Shareholders
- SMG Institutional Buying Activity
- SMG Institutional Selling Activity
- Basic Materials Sector Institutional Ownership
- Basic Materials Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Basic Materials Stocks By Institutional Investors
- Most Sold Basic Materials Stocks By Institutional Investors
- SMG Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings