Scotts Miracle-Gro Company (SMG) Ownership

68.52 ↑1.23 (1.83%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Kayne Anderson Rudnick Investment Management LLC is the biggest individual institutional holder of Scotts Miracle-Gro Company (SMG), owning a total of 5.3 million shares. Combined, the top 46 institutional holders of SMG own 87.87% of the company with a total of 50.1 million shares.

In the latest ownership report on September 30th 2024, the top 46 institutional holders increased their combined ownership of SMG by 1.5 million shares. 10 institutions bought 2,133,495 total additional shares and increased their ownership by an average of 72.92%. However 9 institutions sold 656,721 total shares and decreased their ownership by an average of 8.2%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Scotts Miracle-Gro Company increased by a net total of 1,476,774 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Kayne Anderson Rudnick Investment Management LLC	9.179%	1.302%	5,269,389	67,706	2024-09-30
Vanguard Group Inc	7.878%	-0.288%	4,522,197	-13,048	2024-09-30
Pacer Advisors, INC.	5.527%	10.804%	3,172,800	309,354	2024-09-30
Earnest Partners LLC	5.494%	-0.049%	3,154,110	-1,543	2024-09-30
State Street Corp	2.496%	1.120%	1,432,565	15,869	2024-09-30
Northern Trust Corp	2.352%	-3.252%	1,349,899	-45,380	2024-09-30
Wells Fargo & Co	1.829%	0.481%	1,049,845	5,023	2024-09-30
Balyasny Asset Management LLC	1.430%	590.882%	820,927	702,104	2024-09-30
Geode Capital Management, LLC	1.234%	2.123%	708,558	14,730	2024-09-30
Goldman Sachs Group Inc	1.188%	79.584%	681,994	302,231	2024-09-30
Envestnet Asset Management Inc	1.181%	-0.339%	677,973	-2,309	2024-09-30
AQR Capital Management LLC	1.064%	-19.721%	610,977	-150,086	2024-09-30
JPMorgan Chase & Co	1.030%	36.785%	591,152	158,975	2024-09-30
Bank of New York Mellon Corp	0.978%	-4.027%	561,586	-23,566	2024-09-30
Charles Schwab Investment Management Inc	0.960%	-2.160%	551,250	-12,168	2024-09-30
Raymond James & Associates	0.960%	-1.481%	550,831	-8,282	2024-09-30
Morgan Stanley - Brokerage Accounts	0.945%	-42.475%	542,191	-400,339	2024-09-30
Fuller & Thaler Asset Management Inc	0.920%	0.000%	527,925	527,925	2024-09-30
Two Sigma Investments LLC	0.890%	6.144%	510,988	29,578	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Kayne Anderson Rudnick Investment Management LLC	9.179%	1.302%	5,269,389	67,706	2024-09-30
Vanguard Group Inc	7.878%	-0.288%	4,522,197	-13,048	2024-09-30
BlackRock Inc	6.691%	-3.296%	3,840,744	-130,924	2024-06-30
Pacer Advisors, INC.	5.527%	10.804%	3,172,800	309,354	2024-09-30
Earnest Partners LLC	5.494%	-0.049%	3,154,110	-1,543	2024-09-30
T. Rowe Price Associates, Inc.	4.791%	-0.144%	2,722,410	-3,928	2024-06-30
Arnhold & S. Bleichroeder Advisers, LLC	2.840%	-10.506%	1,575,109	-184,910	2022-09-30
State Street Corp	2.496%	1.120%	1,432,565	15,869	2024-09-30
State Street Corporation	2.461%	2.912%	1,398,503	39,574	2024-03-31
Northern Trust Corp	2.352%	-3.252%	1,349,899	-45,380	2024-09-30
Macquarie Group Ltd	2.163%	1.582%	1,199,510	18,678	2022-06-30
Wells Fargo & Co	1.829%	0.481%	1,049,845	5,023	2024-09-30
Empower Advisory Group LLC	1.746%	4.008%	991,832	38,221	2024-03-31
Balyasny Asset Management LLC	1.430%	590.882%	820,927	702,104	2024-09-30
Millennium Management LLC	1.435%	6.831%	815,371	52,136	2024-06-30
Geode Capital Management, LLC	1.234%	2.123%	708,558	14,730	2024-09-30
Fisher Asset Management, LLC	1.255%	-3.883%	704,899	-28,479	2023-03-31
Lazard Asset Management LLC	1.226%	26.792%	695,213	146,903	2023-12-31
Goldman Sachs Group Inc	1.188%	79.584%	681,994	302,231	2024-09-30
Envestnet Asset Management Inc	1.181%	-0.339%	677,973	-2,309	2024-09-30
DePrince Race & Zollo Inc	1.184%	2.209%	672,556	14,533	2024-06-30
FMR Inc	1.194%	4,290.770%	669,549	654,300	2022-12-31
Amvescap Plc.	1.166%	259.995%	661,055	477,426	2023-12-31
Personal Capital Advisors Corp	1.130%	31.580%	633,621	152,072	2022-12-31
AQR Capital Management LLC	1.064%	-19.721%	610,977	-150,086	2024-09-30
Citadel Advisors Llc	1.057%	-34.483%	592,947	-312,085	2023-03-31
JPMorgan Chase & Co	1.030%	36.785%	591,152	158,975	2024-09-30
Schonfeld Strategic Advisors LLC	1.015%	24.369%	576,719	113,003	2024-06-30
Bank of New York Mellon Corp	0.978%	-4.027%	561,586	-23,566	2024-09-30
Charles Schwab Investment Management Inc	0.960%	-2.160%	551,250	-12,168	2024-09-30
Raymond James & Associates	0.960%	-1.481%	550,831	-8,282	2024-09-30
Morgan Stanley - Brokerage Accounts	0.945%	-42.475%	542,191	-400,339	2024-09-30
Fuller & Thaler Asset Management Inc	0.920%	0.000%	527,925	527,925	2024-09-30
Two Sigma Investments LLC	0.890%	6.144%	510,988	29,578	2024-09-30
Candlestick Capital Management LP	0.894%	0.000%	500,000	500,000	2022-09-30
New York State Common Retirement Fund	0.863%	-8.308%	484,361	-43,884	2023-03-31
Interval Partners, LP	0.843%	3,581.120%	478,546	465,546	2024-03-31
Dimensional Fund Advisors, Inc.	0.845%	-12.265%	474,719	-66,365	2023-06-30
Intrinsic Edge Capital Management, LLC	0.824%	0.000%	468,104	468,104	2024-03-31
Marshall Wace Asset Management Ltd	0.785%	1,132.060%	445,167	409,035	2023-09-30
NORGES BANK	0.766%	299.305%	434,496	325,683	2023-12-31
Bank of America Corp	0.748%	14.457%	424,572	53,627	2024-03-31
Federated Hermes Inc	0.676%	12.359%	383,320	42,162	2023-09-30
Qube Research & Technologies	0.655%	192.743%	366,485	241,295	2022-12-31
First Trust Advisors L.P.	0.583%	114.627%	323,108	172,564	2022-09-30
Stifel Financial Corp	0.497%	12.921%	275,281	31,500	2022-06-30

Mutual Fund Ownership

Pacer US Cash Cows 100 ETF is the biggest individual fund holder of Scotts Miracle-Gro Company (SMG), owning a total of 3.2 million shares. Combined, the top 44 mutual fund holders of SMG own 43.36% of the company with a total of 24.7 million shares.

In the latest ownership report on November 30th 2024, the top 44 fund holders increased their combined ownership of SMG by 184 shares. 1 funds bought 224 total additional shares and increased their ownership by an average of 0.11%. However 1 funds sold 40 total shares and decreased their ownership by an average of 0.02%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Scotts Miracle-Gro Company increased by a net total of 184 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	2.384%	0.000%	1,368,574	0	2024-11-30
Schwab Fundamental U.S. Small CompanyETF	0.435%	-0.016%	249,515	-40	2024-11-30
Schwab US Small-Cap ETF™	0.360%	0.109%	206,443	224	2024-11-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Pacer US Cash Cows 100 ETF	5.558%	0.124%	3,190,688	3,960	2024-11-29
T. Rowe Price Mid-Cap Value	2.694%	-0.259%	1,530,659	-3,977	2024-06-30
T. Rowe Price US Mid-Cap Value Equity	2.694%	-0.259%	1,530,659	-3,977	2024-06-30
iShares Core S&P Mid-Cap ETF	2.384%	0.000%	1,368,574	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	2.362%	-0.475%	1,355,925	-6,468	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.306%	1.454%	1,294,872	18,554	2023-03-31
Vanguard Small Cap Index	1.862%	0.197%	1,068,601	2,100	2024-10-31
T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z	1.434%	0.490%	815,057	3,977	2024-06-30
EARNEST Small Cap Value	1.286%	66,903.200%	728,995	727,907	2023-12-31
Vanguard Small Cap Value Index Inv	1.258%	-0.034%	722,072	-248	2024-10-31
Harbor Small Cap Value Instl	1.223%	-6.756%	702,294	-50,881	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.091%	-0.364%	626,534	-2,289	2024-10-31
Virtus KAR Small-Mid Cap Core R6	1.008%	6.655%	578,647	36,107	2024-09-30
Vanguard Extended Market Index Investor	1.024%	-0.017%	575,264	-99	2023-08-31
EARNEST Small/Mid Cap Value	0.867%	63,916.000%	491,643	490,875	2023-12-31
EARNEST Mid Cap Core	0.804%	50,321.700%	455,812	454,908	2023-12-31
Lazard Global Eq Franchise A Acc USD	0.688%	40.880%	390,562	113,332	2024-02-29
Federated Hermes Kaufmann Small Cap Grow	0.666%	12.661%	377,300	42,400	2023-09-30
Federated Hermes Kaufmann Small Cap A	0.666%	12.661%	377,300	42,400	2023-09-30
Invesco High Yield Eq Div Achiev™ ETF	0.663%	0.000%	375,603	0	2024-02-29
First Trust Materials AlphaDEX® ETF	0.670%	-0.208%	375,458	-782	2023-05-31
FullerThaler Behavioral Sm-Cp Gr R6	0.614%	2.352%	352,500	8,100	2024-10-31
FullerThaler Behavioral Small-Cap Growth	0.609%	12.130%	349,415	37,800	2024-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.584%	-1.450%	335,191	-4,933	2024-10-31
iShares S&P Mid-Cap 400 Growth ETF	0.506%	0.050%	280,741	140	2022-11-30
Nomura High-Yield Bd Open Mother	0.479%	0.000%	275,000	275,000	2024-03-28
Fidelity® Series Value Discovery	0.488%	0.000%	270,900	270,900	2022-10-31
Schwab Fundamental US Small Company ETF	0.475%	0.000%	269,839	0	2024-05-31
FlexShares Mstar Glbl Upstrm Nat Res ETF	0.466%	0.000%	267,282	0	2024-11-29
State Farm Growth	0.446%	0.000%	255,800	0	2024-09-30
iShares S&P Mid-Cap 400 Value ETF	0.451%	-0.077%	255,422	-197	2023-11-30
Schwab Fundamental U.S. Small CompanyETF	0.435%	-0.016%	249,515	-40	2024-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.431%	-3.318%	247,658	-8,500	2024-10-31
Virtus KAR Small-Cap Value I	0.419%	-4.376%	240,379	-11,000	2024-09-30
Fidelity Extended Market Index	0.413%	-4.222%	237,171	-10,454	2024-10-31
Vanguard Dividend Appreciation ETF	0.417%	0.731%	236,354	1,716	2023-11-30
Delaware Sm-Cap Val Eq	0.404%	14.798%	224,200	28,900	2022-03-31
American Beacon Small Cp Val R5	0.383%	-13.520%	217,387	-33,985	2024-07-31
Fidelity® Extended Market Index	0.381%	2.075%	213,792	4,346	2023-07-31
JHFunds2 Mid Value NAV	0.376%	0.000%	210,305	0	2023-01-31
WisdomTree US SmallCap Dividend ETF	0.374%	0.000%	208,967	0	2023-03-31
Schwab US Small-Cap ETF™	0.360%	0.109%	206,443	224	2024-11-30
State St S&P Midcap® Indx SL Cl II	0.332%	0.000%	190,467	0	2024-10-31
Vanguard High Dividend Yield ETF	0.309%	0.411%	175,721	720	2024-09-30