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The Scotts Miracle-Gro Company

SMG Materials
$61.13 +$1.58 (2.65%)
Market Cap: $3.56 B
Gurus Holding
6
Popularity Rank
#1381
% of Shares Held
4.15%
Net Activity (Q2 2026)
+$22.24 M

Guru Ownership Trend

Guru Analysis for The Scotts Miracle-Gro Company (SMG)

The Scotts Miracle-Gro Company (SMG), a key player in the Materials sector, continues to attract institutional attention.

As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $147.56 M.

Top institutional holders include John Rogers and Mario Gabelli.

Institutional sentiment is currently Bullish. This is evidenced by a $22.24 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Joel Greenblatt reduced exposure by 83.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$45.92 M
Total Buy Value
New Buys 1
Additions 3
-$23.68 M
Total Sell Value
Reductions 2
Sold Out 3

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
4

FAQs for The Scotts Miracle-Gro Company (SMG)

Major holders include John Rogers ($96.1 M), Mario Gabelli ($30.23 M), Cliff Asness ($18.26 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.41 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $22.24 M, with 4 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 3 fully exited SMG. The total reported sell value was $23.68 M.

Yes, 1 managers opened new positions in SMG, and 3 increased their existing holdings. The total reported buy value was $45.92 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.96% Add 46.6% 1,410,981 $96.1 M Q2 2026
0.27% Add 2.4% 443,810 $30.23 M Q2 2026
0.01% Reduce -14.7% 272,451 $18.26 M Q2 2026
0.02% New Buy 179,000 $12.19 M Q2 2026
0.03% Add 58.8% 99,119 $6.75 M Q2 2026
0.00% Reduce -83.3% 8,475 $577,232 Q2 2026
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