$SMG

$59.36 +$0.53 (0.9%) Close

$SMG Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 58.2M shares outstanding

Who owns SMG?

By type of holder

Institutions 86.4% Insiders 13.6% Everyone else 0.0%

Concentration Top 10 holders own 161.7%

James Hagedorn 22.9% · Nathan Baxter 22.8%

Institutional ownership

86.4%

+7.1 pts vs last qtr

Institutional holders

466

+21 vs last qtr

Net shares bought

+4.2M

by institutions in Q2 2026

New / sold out

80 / 59

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

FMR LLC +2.0M
Quantinno Capital Management LP +1.1M

Biggest sellers in Q2 2026

Captrust Financial Advisors −1.1M
Interval Partners, LP −567.4K

Who is planning to sell?

Notices of proposed sale, last 12 months

$5.47M

4 notices from 4 people

Shares covered

82.0K

0.14% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Hagedorn Partnership 10% owner $3.32M
Hagedorn Partnership, LP 10% owner $2.02M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−5.3%

−0.61% a year

Each share's claim on the business

+5.6%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$1.2B vs $471M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years65% 3–5 years7% 1–3 years13% Under 1 year16%

Quarterly turnover

16.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SMG on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	4.5M	7.66%	+15.6K (+0.4%)	≤2021	0.0%
Shares held by quarter Peak holding4.5M (Q2'26) Change over 8 quarters+562.4K Share of the company7.660% BlackRock, Inc.'s full portfolio →
F FMR LLC	4.1M	7.04%	+2.0M (+91.3%)	≤2021	0.0%
Shares held by quarter Peak holding4.1M (Q2'26) Change over 8 quarters+4.1M Share of the company7.040% FMR LLC's full portfolio →

BlackRock, Inc.

4.5M

% of company

7.66%

Change vs last qtr

+15.6K (+0.4%)

Held since

≤2021

FMR LLC

4.1M

% of company

7.04%

Change vs last qtr

+2.0M (+91.3%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Scotts Miracle-Gro Co, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SMG on Form N-PORT; together they hold 35.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$104M	1.5M	2.63%	0.08%	June 30, 2026
AF Ariel Fund Ariel Investment Trust	$96.1M	1.4M	2.42%	3.32%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$104M

% of company

2.63%

% of the fund

0.08%

As of

June 30, 2026

Ariel Fund

Ariel Investment Trust

Position value

$96.1M

% of company

2.42%

% of the fund

3.32%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Scotts Miracle-Gro Co and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
JH James Hagedorn 5%+ holder 13D · 23.0%	13.4M	22.93%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company22.930% Disclosed stake13D · 23.0% View the 13D/G filing →
NB Nathan Baxter 5%+ holder 13D · 22.9%	13.3M	22.82%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company22.820% Disclosed stake13D · 22.9% View the 13D/G filing →

James Hagedorn

5%+ holder13D · 23.0%

13.4M

% of company

22.93%

Change vs last qtr

—

Held since

—

Nathan Baxter

5%+ holder13D · 22.9%

13.3M

% of company

22.82%

Change vs last qtr

—

Held since

—

19 more holders behind a free account

See every insider and 5%+ holder of Scotts Miracle-Gro Co.

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