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Livermore
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Scotts Miracle-Gro Co

SMG
Exchange
NYSE
Industry
Agricultural Chemicals
SEC CIK
0000825542

In the last 90 days, Scotts Miracle-Gro Co insiders filed 0 open-market purchases and 3 sales; 466 institutions reported holding it in 13F filings for Q2 2026, worth $3.43B in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Scotts Miracle-Gro Co as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
445
+46 vs. Q3 2023
Shares held
41.7M
+1.08M (+2.7%) vs. Q3 2023
Total value
$2.66B
+$574.4M (+27.6%) vs. Q3 2023
New holders
92
119 more added
Sold out
46
169 more reduced

5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SMG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 445 institutions
Q1 2021: 560 institutionsQ2 2021: 530 institutionsQ3 2021: 506 institutionsQ4 2021: 553 institutionsQ1 2022: 517 institutionsQ2 2022: 461 institutionsQ3 2022: 416 institutionsQ4 2022: 427 institutionsQ1 2023: 443 institutionsQ2 2023: 432 institutionsQ3 2023: 404 institutionsQ4 2023: 445 institutionsQ1 2024: 430 institutionsQ2 2024: 443 institutionsQ3 2024: 464 institutionsQ4 2024: 448 institutionsQ1 2025: 444 institutionsQ2 2025: 450 institutionsQ3 2025: 459 institutionsQ4 2025: 434 institutionsQ1 2026: 445 institutionsQ2 2026: 466 institutions
Value heldQ4 2023: $2.66B
Q1 2021: $8.73BQ2 2021: $6.73BQ3 2021: $5.01BQ4 2021: $5.58BQ1 2022: $4.47BQ2 2022: $2.93BQ3 2022: $1.63BQ4 2022: $1.97BQ1 2023: $2.77BQ2 2023: $2.49BQ3 2023: $2.08BQ4 2023: $2.66BQ1 2024: $3.32BQ2 2024: $2.99BQ3 2024: $3.76BQ4 2024: $2.81BQ1 2025: $2.32BQ2 2025: $2.94BQ3 2025: $2.37BQ4 2025: $2.54BQ1 2026: $2.81BQ2 2026: $3.43B
Institutions holding SMG and their total value by quarter
QuarterHoldersValue
Q2 2026466$3.43B
Q1 2026445$2.81B
Q4 2025434$2.54B
Q3 2025459$2.37B
Q2 2025450$2.94B
Q1 2025444$2.32B
Q4 2024448$2.81B
Q3 2024464$3.76B
Q2 2024443$2.99B
Q1 2024430$3.32B
Q4 2023445$2.66B
Q3 2023404$2.08B
Q2 2023432$2.49B
Q1 2023443$2.77B
Q4 2022427$1.97B
Q3 2022416$1.63B
Q2 2022461$2.93B
Q1 2022517$4.47B
Q4 2021553$5.58B
Q3 2021506$5.01B
Q2 2021530$6.73B
Q1 2021560$8.73B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Scotts Miracle-Gro Co; share changes are against Q3 2023.

Institutions holding SMG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Retirement Group, LLC2$1280.00%00.0%Unchanged
Castleview Partners, LLC4$2550.00%+4New
Harbor Investment Advisory, LLC5$3190.00%−4−44.4%Reduced
Abich Financial Wealth Management LLC6$3830.00%+6New
TFC Financial Management7$4470.00%+7New
Private Wealth Management Group, LLC8$5100.00%+8New
DT Investment Partners, LLC10$5720.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.9$5740.00%00.0%Unchanged
Raffa Wealth Management, LLC9$5740.00%00.0%Unchanged
Tucker Asset Management LLC10$6380.00%00.0%Unchanged
Bell Investment Advisors, Inc12$7650.00%−31−72.1%Reduced
Caldwell Sutter Capital, Inc.12$7650.00%00.0%Unchanged
TD Capital Management LLC12$7730.00%−88−88.0%Reduced
Anchor Investment Management, LLC13$8290.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC13$8290.00%+13New
Coppell Advisory Solutions LLC15$9560.00%+15New
Prestige Wealth Management Group LLC15$9570.00%−14−48.3%Reduced
Cullen/Frost Bankers, Inc.17$1.08K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc19$1.21K0.00%00.0%Unchanged
Creekmur Asset Management LLC20$1.27K0.00%+20New
Kelly Financial Services LLC20$1.29K0.00%00.0%Unchanged
Smartleaf Asset Management LLC20$1.30K0.00%+20New
Provenance Wealth Advisors, LLC22$1.40K0.00%+22New
Tidemark, LLC24$1.52K0.00%+24New
Key Financial Inc25$1.59K0.00%00.0%Unchanged
Leonteq Securities AG26$1.66K0.00%+11+73.3%Added
Albion Financial Group30$1.91K0.00%00.0%Unchanged
Red Tortoise LLC30$1.91K0.00%00.0%Unchanged
Laffer Tengler Investments30$1.91K0.00%+30New
Valley National Advisers Inc40$2.00K0.00%+30+300.0%Added
CarsonAllaria Wealth Management, Ltd.32$2.09K0.00%00.0%Unchanged
First Horizon Advisors, Inc.33$2.10K0.00%00.0%Unchanged
Activest Wealth Management33$2.11K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC35$2.23K0.00%+31+775.0%Added
Sachetta, LLC35$2.23K0.00%+35New
Gradient Investments LLC37$2.36K0.00%+1+2.8%Added
Bogart Wealth, LLC38$2.42K0.00%00.0%Unchanged
Abound Wealth Management38$2.42K0.00%+38New
McIlrath & Eck, LLC41$2.61K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC43$2.74K0.00%00.0%Unchanged
Glassman Wealth Services45$2.87K0.00%−8−15.1%Reduced
Farther Finance Advisors, LLC45$2.88K0.00%+23+104.5%Added
Impact Partnership Wealth, LLC47$3.00K0.00%−2,245−97.9%Reduced
Wetzel Investment Advisors, Inc.54$3.00K0.00%+54New
GHP Investment Advisors, Inc.49$3.13K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.52$3.18K0.00%+52New
Grove Bank & Trust50$3.19K0.00%00.0%Unchanged
LGT Financial Advisors LLC51$3.26K0.00%00.0%Unchanged
AdvisorNet Financial, Inc52$3.31K0.00%−251−82.8%Reduced
Pineridge Advisors LLC58$3.70K0.00%+58New
Institutional & Family Asset Management, LLC59$3.76K0.00%+2+3.5%Added
Clear Point Advisors Inc.61$3.86K0.00%+61New
Harbour Investments, Inc.61$3.89K0.00%00.0%Unchanged
Princeton Global Asset Management LLC61$3.89K0.00%+1+1.7%Added
Capital Advisors, Ltd. LLC57$4.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC64$4.08K0.00%+12+23.1%Added
Allworth Financial LP68$4.33K0.00%−103−60.2%Reduced
Salem Investment Counselors Inc70$4.46K0.00%00.0%Unchanged
Sound Income Strategies, LLC74$4.72K0.00%00.0%Unchanged
Tyler-Stone Wealth Management75$4.78K0.00%00.0%Unchanged
Versant Capital Management, Inc80$5.10K0.00%−99−55.3%Reduced
ICA Group Wealth Management, LLC81$5.16K0.00%+81New
Geneos Wealth Management Inc.85$5.39K0.00%00.0%Unchanged
EntryPoint Capital, LLC88$5.61K0.01%+88New
Crewe Advisors LLC91$5.80K0.00%+91New
Parkside Financial Bank & Trust94$5.99K0.00%−3−3.1%Reduced
Archer Investment Corp108$6.86K0.00%+1+0.9%Added
Global Wealth Management Investment Advisory, Inc.108$6.88K0.00%00.0%Unchanged
Manchester Capital Management LLC108$6.88K0.00%+93+620.0%Added
Private Trust Co NA109$6.95K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.140$7.00K0.00%+76+118.8%Added
Bokf, NA115$7.33K0.00%00.0%Unchanged
Creative Financial Designs Inc120$7.65K0.00%00.0%Unchanged
Point72 Asia (Singapore) Pte. Ltd.120$7.68K0.00%+120New
North Star Investment Management Corp.125$7.97K0.00%00.0%Unchanged
Banque Cantonale Vaudoise133$8.00K0.00%−70−34.5%Reduced
Lindbrook Capital, LLC127$8.10K0.00%−121−48.8%Reduced
Boyd Watterson Asset Management LLC140$8.93K0.00%00.0%Unchanged
Rise Advisors, LLC142$9.04K0.01%−20−12.3%Reduced
Tennessee Valley Asset Management Partners143$9.10K0.00%+143New
IFP Advisors, Inc144$9.18K0.00%−354−71.1%Reduced
Exchange Traded Concepts, LLC148$9.44K0.00%+148New
Cornerstone Planning Group LLC155$9.88K0.00%−7−4.3%Reduced
Quent Capital, LLC156$9.93K0.00%−116−42.6%Reduced
LM Advisors LLC169$10.8K0.00%+169New
Quadrant Capital Group LLC174$11.1K0.00%−420−70.7%Reduced
Massmutual Trust Co FSB179$11.4K0.00%−139−43.7%Reduced
National Bank of Canada180$11.6K0.00%00.0%Unchanged
Spire Wealth Management198$11.7K0.00%−209−51.4%Reduced
Pinnacle Bancorp, Inc.186$11.9K0.00%00.0%Unchanged
Avion Wealth181$12.0K0.00%−7−3.7%Reduced
Venturi Wealth Management, LLC219$14.0K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.225$14.3K0.01%−150−40.0%Reduced
Householder Group Estate & Retirement Specialist, LLC260$16.0K0.01%00.0%Unchanged
Bessemer Group Inc248$16.0K0.00%+50+25.3%Added
Rosenberg Matthew Hamilton256$16.3K0.01%+106+70.7%Added
Plato Investment Management Ltd292$18.6K0.02%+292New
Resources Management Corp295$19.0K0.00%−95−24.4%Reduced
Tradition Wealth Management, LLC300$19.0K0.00%+152+102.7%Added
Morton Brown Family Wealth, LLC300$19.1K0.01%+300New