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The Scotts Miracle-Gro Company

SMG Materials
$59.24 +$0.9 (1.54%)
Market Cap: $3.45 B
Gurus Holding
8
Popularity Rank
#943
% of Shares Held
3.64%
Net Activity (Q1 2026)
+$57.4 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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $125.54 M.

Top institutional holders include John Rogers and Mario Gabelli.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $57.4 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 203.7%. Conversely, Joel Greenblatt reduced exposure by 40.8%.

Key Holders

Top 5 by Value

$58.54 M
$26.37 M
$19.43 M
$10.22 M
$6.99 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$66.79 M
Total Buy Value
New Buys 2
Additions 3
-$9.39 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for The Scotts Miracle-Gro Company (SMG)

Major holders include John Rogers ($58.54 M), Mario Gabelli ($26.37 M), Cliff Asness ($19.43 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.12 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $57.4 M, with 5 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited SMG. The total reported sell value was $9.39 M.

Yes, 2 managers opened new positions in SMG, and 3 increased their existing holdings. The total reported buy value was $66.79 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.66% New Buy 962,642 $58.54 M Q1 2026
0.26% Add 12.0% 433,620 $26.37 M Q1 2026
0.01% Reduce -17.4% 319,559 $19.43 M Q1 2026
0.09% 168,000 $10.22 M Q1 2026
0.01% Add 203.7% 114,973 $6.99 M Q1 2026
0.02% Add 8.3% 62,401 $3.79 M Q1 2026
0.01% Reduce -40.8% 50,586 $3.08 M Q1 2026
0.01% New Buy 7,357 $447,379 Q1 2026
Date
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Transaction
Value
Shares
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SEC Form