STOCKNO.DE
Institutional ownership intelligence

SMG Institutional Ownership

SCOTTS MIRACLE-GRO CO

Latest stored close $49.86 as of Oct 9, 2026 View live quote ↗

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STOCKNODE Outlook

Neutral

57/100 4 tracked · 4 comparable
Latest filing Oct 7, 2026
Positive breadth 2 positive · 2 negative
Recent close $49.86
Research confidence Medium
Institutional Research 65/100 · 2 accumulating · 2 reducing / exited
Ownership history

Reported ownership % history

Latest filing Oct 7, 2026

See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.

Locked preview
Unlock the reported ownership timeline Unlock full research
Accumulating2
Newly reported0
Reducing / exited 2
52-week position —
Institutional Intelligence

Why STOCKNODE says Neutral

What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.

6 evidence layers available
STOCKNODE Outlook
Neutral 57/100
Confidence:Medium
Why this signal
  • 2 tracked institutions accumulating versus 2 reducing/exited.
  • 1 tracked institution shows persistent accumulation.
  • Latest comparable Form 13F activity is net positive across tracked managers.
Conflicting evidence
  • Institutions are bullish while recent insider P/S activity leans bearish.
STOCKNODE Outlook is a quantitative research signal based on reported public data, not personalized investment advice.
Institutional
69/100
Insiders
32/100
Fundamentals
41/100
Events
50/100

Cross-institution positioning

Oct 7, 2026

Accumulation leaning. 2 accumulating, 1 reducing, 1 exited across 4 comparable institutions.

Source: Schedule 13 research

Quarterly 13F activity

Jun 30, 2026

2 increased/new, 0 reduced/exited across 2 managers in the latest comparable Form 13F quarter.

Source: Form 13F quarter-end holdings

Insider filing activity

Oct 2, 2026

Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 4 sales by 3 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.

Source: SEC Forms 3/4/5

Material company events

Sep 25, 2026

6 non-amendment material events in the last 90 days; Latest classified evidence: Termination of material agreement. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.

Source: SEC 8-K / securities filing metadata

SEC fundamentals

Aug 5, 2026

Revenue +1.1% YoY; Net income -24.7% YoY. Periods are compared only when the SEC facts are aligned and comparable.

Source: SEC Company Facts

Price context

Sep 15, 2026

Recent close is 18% through its reported 52-week range; -7.3% over one year.

Source: Stored historical price series
Latest filing decision brief Investor / Pro

Research the latest Schedule 13G amendment from Fidelity / FMR.

Filed Oct 7, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.

Premium research values are withheld until unlocked.

Supporting institutional evidence

Institutional Evidence

The research summary above gives the current read. This section shows the dated holder-level evidence behind it.

Latest reported position changes

Investor / Pro detail

See each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.

Newest filing Oct 7, 2026
Fidelity / FMR Filed Oct 7, 2026
Direction locked
BlackRock Filed Jan 26, 2024
Direction locked
Vanguard Group Filed Mar 27, 2026
Direction locked
T. Rowe Price Associates Filed Feb 14, 2024
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis. No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date

Locked preview

Comparable holder direction grouped by SEC position as-of date — never presented as trade dates.

Unlock actual accumulation vs. reduction breadth across reported position dates. View plans

Institution comparison

Investor / Pro detail

Compare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.

Fidelity / FMR Filed Oct 7, 2026
BlackRock Filed Jan 26, 2024
Vanguard Group Filed Mar 27, 2026
T. Rowe Price Associates Filed Feb 14, 2024
Unlock the evidence behind the score

Know who changed position, by how much, and when the SEC learned about it.

Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.

✓ Actual share and ownership changes ✓ Position as-of date vs. SEC filed date ✓ Deterministic direction basis ✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5

Insider activity

Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.

Latest filing Oct 9, 2026
30-day purchases00 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth0
90-day sale breadth3Multi-insider
View recent insider filing evidence
DateReporting ownerCodeSecuritySharesPriceOwnershipFiled
Oct 2, 2026 Scheiwer Mark J MExercise or conversion of derivative · derivative · amendment Dividend Equivalent Rights 500 $0.00 Direct Oct 9, 2026
Oct 2, 2026 Scheiwer Mark J MExercise or conversion of derivative · amendment Common Shares 500 $0.00 Direct Oct 9, 2026
Oct 2, 2026 Scheiwer Mark J FTax/price withholding or payment Common Shares 1.6K $49.02 Direct Oct 5, 2026
Oct 1, 2026 Johnson Stephen L AGrant, award, or other acquisition Common Shares 144 — Direct Oct 5, 2026
Oct 1, 2026 Sandoval Brian E AGrant, award, or other acquisition Common Shares 575 — Direct Oct 5, 2026
Sep 30, 2026 Scheiwer Mark J JOther transaction Common Shares 3 $45.88 Direct Oct 5, 2026
Sep 28, 2026 Scheiwer Mark J AGrant, award, or other acquisition · derivative Phantom Stock 15 $50.27 Direct Sep 30, 2026
Sep 5, 2026 Baxter Nathan Eric FTax/price withholding or payment Common Shares 12.0K $57.53 Direct Sep 9, 2026
Sep 4, 2026 Sandoval Brian E AGrant, award, or other acquisition · derivative Dividend Equivalent Rights 179 — Direct Sep 9, 2026
Sep 4, 2026 Scheiwer Mark J AGrant, award, or other acquisition · derivative Dividend Equivalent Rights 47 — Direct Sep 9, 2026
Sep 4, 2026 Scheiwer Mark J AGrant, award, or other acquisition · derivative Phantom Stock 16 $59.71 Direct Sep 9, 2026
Sep 4, 2026 Miaritis Nick AGrant, award, or other acquisition · derivative Dividend Equivalent Rights 72 — Direct Sep 9, 2026
Sep 4, 2026 Hanft Adam AGrant, award, or other acquisition · derivative Dividend Equivalent Rights 118 — Direct Sep 9, 2026
Sep 4, 2026 Kingdon Mark D AGrant, award, or other acquisition · derivative Dividend Equivalent Rights 118 — Direct Sep 9, 2026
Sep 4, 2026 Johnson Stephen L AGrant, award, or other acquisition · derivative Dividend Equivalent Rights 155 — Direct Sep 9, 2026
Sep 4, 2026 Shumlin Peter E AGrant, award, or other acquisition · derivative Dividend Equivalent Rights 170 — Direct Sep 9, 2026
Sep 4, 2026 HAGEDORN KATHERINE LITTLEFIELD AGrant, award, or other acquisition · derivative Dividend Equivalent Rights 37 — Direct Sep 9, 2026
Sep 4, 2026 Evans David C AGrant, award, or other acquisition · derivative Dividend Equivalent Rights 118 — Direct Sep 9, 2026
Sep 4, 2026 Miller Austin Scott AGrant, award, or other acquisition · derivative Dividend Equivalent Rights 53 — Direct Sep 9, 2026
Sep 4, 2026 Candelino Roberto AGrant, award, or other acquisition · derivative Dividend Equivalent Rights 77 — Direct Sep 9, 2026
SEC company-event context

Material company events

Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.

Latest filing Sep 25, 2026
30-day material events4
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
FiledForm8-K item(s)ClassificationCapital contextSEC
Sep 25, 2026 8-K/AAmendment 5.02 Director or executive change — Filing
Sep 15, 2026 8-K 1.02, 8.01, 9.01 Termination of material agreement; Other event; Financial statements / exhibits — Filing
Sep 11, 2026 8-K 5.02 Director or executive change — Filing
Sep 3, 2026 8-K 5.02 Director or executive change — Filing
Aug 27, 2026 8-K 1.01, 9.01 Material definitive agreement; Financial statements / exhibits — Filing
Jul 29, 2026 8-K 2.02, 9.01 Results of operations / financial condition; Financial statements / exhibits — Filing
Jul 1, 2026 8-K 5.02, 9.01 Director or executive change; Financial statements / exhibits — Filing
Apr 29, 2026 8-K 2.02, 7.01, 9.01 Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits — Filing
Apr 9, 2026 8-K 8.01, 9.01 Other event; Financial statements / exhibits — Filing
Feb 20, 2026 8-K 2.02, 9.01 Results of operations / financial condition; Financial statements / exhibits — Filing
Feb 13, 2026 S-8 — Employee-plan securities registration Equity Filing
Jan 29, 2026 8-K 5.02, 5.07, 9.01 Director or executive change; Shareholder vote results; Financial statements / exhibits — Filing
SEC-reported company fundamentals

Fundamentals

Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.

Latest filing used Aug 5, 2026
Revenue $1.2B Q3 2026 +1.1% YoY 10-Q filed Aug 5, 2026
Operating income $169.6M Q3 2026 -23.5% YoY 10-Q filed Aug 5, 2026
Operating margin 14.5% Q3 2026 -4.7 pts YoY 10-Q filed Aug 5, 2026
Net income $112.2M Q3 2026 -24.7% YoY 10-Q filed Aug 5, 2026
Diluted EPS $1.90 Q3 2026 -25.2% YoY 10-Q filed Aug 5, 2026
Operating cash flow $195.2M YTD through Jun 27, 2026 -1.0% YoY 10-Q filed Aug 5, 2026
Free cash flow $132.1M YTD through Jun 27, 2026 -7.4% YoY 10-Q filed Aug 5, 2026
Cash & equivalents $27.7M As of Jun 27, 2026 -30.1% YoY 10-Q filed Aug 5, 2026
Long-term debt $2.1B As of Jun 27, 2026 -3.4% YoY 10-Q filed Aug 5, 2026
Assets $3.2B As of Jun 27, 2026 +2.5% YoY 10-Q filed Aug 5, 2026
Liabilities $3.4B As of Jun 27, 2026 +3.5% YoY 10-Q filed Aug 5, 2026
Stockholders’ equity $-208.7M As of Jun 27, 2026 -22.1% YoY 10-Q filed Aug 5, 2026
Shares outstanding 58.2M As of Jul 31, 2026 +0.8% YoY 10-Q filed Aug 5, 2026
View recent revenue trend

Quarterly

PeriodRevenueYoY
Ended Jun 27, 2026 $1.2B +1.1%
Ended Mar 28, 2026 $1.5B +5.0%
Ended Dec 27, 2025 $354.4M -3.3%
Ended Jun 28, 2025 $1.2B -3.6%

Annual

PeriodRevenueYoY
Ended Sep 30, 2025 $3.4B -3.9%
Ended Sep 30, 2024 $3.6B +0.0%
Ended Sep 30, 2023 $3.6B -9.5%
Ended Sep 30, 2022 $3.9B -20.3%
Current market context

Price performance

Dated price context from the historical market series already collected for this security.

As of Sep 15, 2026
Recent stored close $56.09 View live quote ↗
52-week low $52.00 Nov 21, 2025
52-week high $75.34 Jul 17, 2026
Below 52-week high 25.6%
1W return -2.5%
1M return -8.0%
3M return -11.2%
6M return -8.0%
YTD return -3.9%
1Y return -7.3%
30-day volatility 28.4%
90-day volatility 39.1%
1Y max drawdown -23.9%

Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.

Institutional activity

Quarter-over-quarter Form 13F activity

Headline counts reflect the latest comparable report quarter only; older quarter-over-quarter changes remain in the evidence history. This is not transaction-level trade data. Amendments are excluded from v1 change classification and remain visible in the holdings table below.

New0
Increased2
Reduced0
Exited0
Unchanged0
View recent 13F activity evidence

Showing the 5 most recent activity comparisons first.

Manager Quarter Activity Shares Prior Change
BlackRock Jun 30, 2026 vs Mar 31, 2026 Increased 4.5M 4.4M +15.6K +0.4%
State Street Jun 30, 2026 vs Mar 31, 2026 Increased 1.6M 1.5M +82.7K +5.4%
BlackRock Mar 31, 2026 vs Dec 31, 2025 Increased 4.4M 4.2M +235.9K +5.6%
Fidelity / FMR Mar 31, 2026 vs Dec 31, 2025 Increased 2.1M 1.5M +679.0K +46.4%
Geode Capital Management Mar 31, 2026 vs Dec 31, 2025 Increased 820.1K 788.3K +31.8K +4.0%
Quarterly institutional holdings

Form 13F holdings

Quarter-end holdings reported by tracked institutional managers. Amendments remain separate and these rows do not represent individual trades.

Latest report quarter Jun 30, 2026
Holding records 85
Manager entities 11
Report quarters 16
Amendment rows 5
View recent Form 13F holding evidence

Showing the 5 most recent holding records first.

Manager Quarter Shares Reported value Filed Form
State Street Jun 30, 2026 1.6M $109,085,657.00 Aug 7, 2026 13F-HR
BlackRock Jun 30, 2026 4.5M $303,787,612.00 Aug 7, 2026 13F-HR
Fidelity / FMR Mar 31, 2026 2.1M $130,206,001.00 May 15, 2026 13F-HR
State Street Mar 31, 2026 1.5M $92,365,647.00 May 15, 2026 13F-HR
T. Rowe Price T. Rowe Price Associates Mar 31, 2026 49.9K $3,037.00 May 15, 2026 13F-HR

Form 13F reports quarter-end holdings and reported value; they do not establish exact purchase or sale dates.

How to read Schedule 13 ownership changes

Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.

Form 13F rows are quarter-end holding context only and do not establish an exact entry date.

For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.

Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.

Beneficial ownership filing history

Showing 3 of 15 filing(s) · 12 older require more history access
View beneficial ownership filing evidence
Holder Observed / filed Reported change Shares Ownership Observation Filing Latest
Fidelity / FMR CIK0000315066 Sep 30, 2026 observed Oct 7, 2026 filed · 7d Schedule 13G amendment Reported accumulation 5.9K +1.8K 10.10% +3.10 pts $50.11 $50.52 $49.86
Fidelity / FMR CIK0000315066 Jun 30, 2026 observed Aug 6, 2026 filed · 37d Initial Schedule 13G Initial Schedule 13G 4.1K 7.00% $68.11 $62.11 $49.86
Vanguard Group CIK0000102909 Mar 13, 2026 observed Mar 27, 2026 filed · 14d Schedule 13G amendment Reported reduction 11 -4.6M 12.00% +3.78 pts $60.96 $60.65 $49.86
Explore more institutional activity

Related research

Compare SMG with other securities showing similar institutional activity or recent accumulation across several tracked institutions.