J M SMUCKER Co
SJM- Exchange
- NYSE
- Industry
- Canned, Fruits, Veg, Preserves, Jams & Jellies
- SEC CIK
- 0000091419
In the last 90 days, J M SMUCKER Co insiders filed 0 open-market purchases and 3 sales; 888 institutions reported holding it in 13F filings for Q2 2026, worth $10.5B in total; Maverick Capital is the only superinvestor holding it.
13F holders, Q2 2023
Institutional positions in J M SMUCKER Co as of Jun 30, 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
- 926
- −17 vs. Q1 2023
- Shares held
- 82.2M
- −1.10M (−1.3%) vs. Q1 2023
- Total value
- $12.1B
- −$870.5M (−6.7%) vs. Q1 2023
- New holders
- 77
- 315 more added
- Sold out
- 94
- 332 more reduced
4 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SJM 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 888 | $10.5B |
| Q1 2026 | 819 | $9.27B |
| Q4 2025 | 822 | $9.68B |
| Q3 2025 | 808 | $10.2B |
| Q2 2025 | 797 | $9.13B |
| Q1 2025 | 834 | $10.9B |
| Q4 2024 | 846 | $9.65B |
| Q3 2024 | 849 | $10.4B |
| Q2 2024 | 855 | $9.46B |
| Q1 2024 | 886 | $10.7B |
| Q4 2023 | 902 | $11.0B |
| Q3 2023 | 887 | $10.3B |
| Q2 2023 | 926 | $12.1B |
| Q1 2023 | 947 | $13.0B |
| Q4 2022 | 928 | $13.6B |
| Q3 2022 | 884 | $11.8B |
| Q2 2022 | 865 | $11.0B |
| Q1 2022 | 860 | $11.9B |
| Q4 2021 | 894 | $12.3B |
| Q3 2021 | 814 | $11.0B |
| Q2 2021 | 844 | $12.3B |
| Q1 2021 | 833 | $12.1B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding J M SMUCKER Co; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 1,128 | $167.0K | 0.02% | +93+9.0% | Added |
| Farther Finance Advisors, LLC | 1,219 | $180.0K | 0.04% | +193+18.8% | Added |
| JJJ Advisors Inc. | 1,237 | $182.7K | 0.05% | +84+7.3% | Added |
| Whittier Trust Co | 1,285 | $189.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,343 | $198.3K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 1,364 | $201.4K | 0.01% | +15+1.1% | Added |
| Apollon Wealth Management, LLC | 1,365 | $201.6K | 0.01% | −8−0.6% | Reduced |
| Vantage Consulting Group Inc | 1,367 | $201.9K | 0.12% | −110−7.4% | Reduced |
| Syntax Advisors, LLC | 1,367 | $201.9K | 0.16% | −110−7.4% | Reduced |
| GYL Financial Synergies, LLC | 1,369 | $202.1K | 0.02% | +1,369 | New |
| Peak Asset Management, LLC | 1,369 | $202.2K | 0.05% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 1,372 | $202.6K | 0.01% | +1,372 | New |
| PDS Planning, Inc | 1,373 | $202.7K | 0.03% | +1,373 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,375 | $203.1K | 0.18% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 1,377 | $203.3K | 0.02% | −14−1.0% | Reduced |
| Staley Capital Advisers Inc | 1,378 | $203.5K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,381 | $203.9K | 0.12% | +8+0.6% | Added |
| Hancock Whitney Corp | 1,382 | $204.0K | 0.01% | −3−0.2% | Reduced |
| Nwam LLC | 1,387 | $204.8K | 0.02% | +104+8.1% | Added |
| Belpointe Asset Management LLC | 1,387 | $205.0K | 0.02% | −7,431−84.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 1,389 | $205.1K | 0.04% | +95+7.3% | Added |
| Profund Advisors LLC | 1,390 | $205.3K | 0.01% | +3+0.2% | Added |
| Merit Financial Group, LLC | 1,392 | $205.5K | 0.01% | −119−7.9% | Reduced |
| KFG Wealth Management, LLC | 1,395 | $206.0K | 0.12% | +1,395 | New |
| Tocqueville Asset Management L.P. | 1,400 | $206.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,408 | $207.9K | 0.02% | +28+2.0% | Added |
| Private Trust Co NA | 1,428 | $210.9K | 0.03% | +372+35.2% | Added |
| Sunflower Bank, N.A. | 1,433 | $211.6K | 0.05% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,435 | $212.0K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,450 | $214.1K | 0.02% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 1,450 | $214.1K | 0.12% | 00.0% | Unchanged |
| Zhang Financial LLC | 1,454 | $214.7K | 0.02% | +16+1.1% | Added |
| Wahed Invest LLC | 1,471 | $217.2K | 0.08% | +147+11.1% | Added |
| Brookstone Capital Management | 1,476 | $218.1K | 0.00% | −209−12.4% | Reduced |
| SPC Financial, Inc. | 1,490 | $220.0K | 0.02% | +200+15.5% | Added |
| Horizon Investments, LLC | 1,510 | $223.0K | 0.01% | −266−15.0% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,515 | $223.7K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,524 | $225.0K | 0.02% | +1,524 | New |
| AlphaCentric Advisors LLC | 1,524 | $225.0K | 0.12% | +1,524 | New |
| Ellevest, Inc. | 1,526 | $225.3K | 0.02% | +688+82.1% | Added |
| Fenimore Asset Management Inc | 1,528 | $225.6K | 0.01% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,529 | $225.8K | 0.01% | −148−8.8% | Reduced |
| Keystone Financial Group | 1,531 | $226.1K | 0.04% | +1,531 | New |
| SeaCrest Wealth Management, LLC | 1,533 | $226.4K | 0.03% | +16+1.1% | Added |
| FinTrust Capital Advisors, LLC | 1,436 | $227.5K | 0.05% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,546 | $228.3K | 0.00% | +20+1.3% | Added |
| Endurance Wealth Management, Inc. | 1,560 | $230.0K | 0.03% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 1,562 | $230.6K | 0.01% | −468−23.1% | Reduced |
| Congress Asset Management Co | 1,566 | $231.3K | 0.00% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,577 | $232.9K | 0.01% | −30−1.9% | Reduced |
| LCNB Corp | 1,577 | $232.9K | 0.10% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 1,591 | $234.9K | 0.01% | +100+6.7% | Added |
| Vigilant Capital Management, LLC | 1,600 | $236.0K | 0.02% | −400−20.0% | Reduced |
| Somerville Kurt F | 1,600 | $236.3K | 0.05% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 1,600 | $236.3K | 0.05% | +1,600 | New |
| SevenBridge Financial Group, LLC | 1,602 | $236.6K | 0.06% | −20−1.2% | Reduced |
| Fiduciary Trust Co | 1,607 | $237.3K | 0.00% | −54−3.3% | Reduced |
| Montag A & Associates Inc | 1,615 | $238.5K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,606 | $241.9K | 0.11% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 1,643 | $242.6K | 0.05% | +43+2.7% | Added |
| Atlantic Trust, LLC | 1,644 | $242.7K | 0.08% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 1,658 | $244.8K | 0.10% | −1−0.1% | Reduced |
| HBW Advisory Services LLC | 1,662 | $245.0K | 0.05% | −57−3.3% | Reduced |
| Soltis Investment Advisors LLC | 1,663 | $245.6K | 0.03% | −405−19.6% | Reduced |
| Sawtooth Solutions, LLC | 1,670 | $246.5K | 0.01% | −166−9.0% | Reduced |
| Clarius Group, LLC | 1,676 | $247.5K | 0.02% | −96−5.4% | Reduced |
| Baker Chad R | 1,700 | $251.0K | 0.06% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,697 | $252.0K | 0.02% | 00.0% | Unchanged |
| Wexford Capital LP | 1,713 | $253.0K | 0.05% | +417+32.2% | Added |
| MONECO Advisors, LLC | 1,716 | $253.4K | 0.07% | −15−0.9% | Reduced |
| Klingman & Associates, LLC | 1,723 | $254.4K | 0.02% | −3−0.2% | Reduced |
| SL Advisors, LLC | 1,730 | $255.5K | 0.57% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 1,735 | $256.1K | 0.01% | −100−5.4% | Reduced |
| Fisher Asset Management, LLC | 1,738 | $256.8K | 0.00% | +1,738 | New |
| Cornercap Investment Counsel Inc | 1,745 | $257.7K | 0.04% | +25+1.5% | Added |
| Gleason Group, Inc. | 1,759 | $259.7K | 0.07% | −158−8.2% | Reduced |
| Glenview Trust Co | 1,759 | $259.8K | 0.01% | +132+8.1% | Added |
| J.W. Cole Advisors, Inc. | 1,776 | $262.3K | 0.02% | +3+0.2% | Added |
| Moller Financial Services | 1,778 | $262.6K | 0.08% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,778 | $262.6K | 0.03% | +1,000+128.5% | Added |
| Oppenheimer & Co Inc | 1,784 | $263.4K | 0.01% | +24+1.4% | Added |
| Rocky Mountain Advisers, LLC | 1,680 | $264.4K | 0.14% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,796 | $265.2K | 0.03% | +1+0.1% | Added |
| Legacy Private Trust Co. | 1,801 | $266.0K | 0.02% | +1,801 | New |
| iA Global Asset Management Inc. | 1,798 | $266.0K | 0.01% | +1,798 | New |
| Wealth Enhancement Advisory Services, LLC | 1,805 | $266.5K | 0.00% | +6+0.3% | Added |
| Morningstar Investment Management LLC | 1,878 | $277.0K | 0.04% | +1,878 | New |
| Wellington Management Group LLP | 1,894 | $279.7K | 0.00% | −170−8.2% | Reduced |
| Ballentine Partners, LLC | 1,902 | $280.9K | 0.01% | −1,059−35.8% | Reduced |
| Coastal Investment Advisors, Inc. | 1,913 | $282.6K | 0.06% | −31−1.6% | Reduced |
| Gateway Investment Advisers LLC | 1,915 | $282.8K | 0.00% | −65−3.3% | Reduced |
| Driehaus Capital Management LLC | 1,919 | $283.4K | 0.00% | +1,919 | New |
| Asahi Life Asset Management Co., Ltd. | 1,920 | $283.5K | 0.09% | −80−4.0% | Reduced |
| Kingsview Wealth Management, LLC | 1,925 | $284.3K | 0.01% | −34−1.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,925 | $284.3K | 0.02% | +1,925 | New |
| Centaurus Financial, Inc. | 1,944 | $287.0K | 0.03% | +286+17.2% | Added |
| Old National Bancorp | 1,948 | $287.7K | 0.01% | +269+16.0% | Added |
| Mitchell Sinkler & Starr | 2,000 | $295.3K | 0.08% | 00.0% | Unchanged |
| Rathbone Brothers plc | 2,000 | $295.3K | 0.00% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 2,000 | $295.3K | 0.12% | 00.0% | Unchanged |