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Livermore
Livermore
ZHEN

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, Q3 2023

Institutional positions in J M SMUCKER Co as of Sep 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
887
−29 vs. Q2 2023
Shares held
83.4M
+1.28M (+1.6%) vs. Q2 2023
Total value
$10.3B
−$1.87B (−15.4%) vs. Q2 2023
New holders
86
286 more added
Sold out
115
340 more reduced

10 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 887 institutions
Q1 2021: 833 institutionsQ2 2021: 844 institutionsQ3 2021: 814 institutionsQ4 2021: 894 institutionsQ1 2022: 860 institutionsQ2 2022: 865 institutionsQ3 2022: 884 institutionsQ4 2022: 928 institutionsQ1 2023: 947 institutionsQ2 2023: 926 institutionsQ3 2023: 887 institutionsQ4 2023: 902 institutionsQ1 2024: 886 institutionsQ2 2024: 855 institutionsQ3 2024: 849 institutionsQ4 2024: 846 institutionsQ1 2025: 834 institutionsQ2 2025: 797 institutionsQ3 2025: 808 institutionsQ4 2025: 822 institutionsQ1 2026: 819 institutionsQ2 2026: 888 institutions
Value heldQ3 2023: $10.3B
Q1 2021: $12.1BQ2 2021: $12.3BQ3 2021: $11.0BQ4 2021: $12.3BQ1 2022: $11.9BQ2 2022: $11.0BQ3 2022: $11.8BQ4 2022: $13.6BQ1 2023: $13.0BQ2 2023: $12.1BQ3 2023: $10.3BQ4 2023: $11.0BQ1 2024: $10.7BQ2 2024: $9.46BQ3 2024: $10.4BQ4 2024: $9.65BQ1 2025: $10.9BQ2 2025: $9.13BQ3 2025: $10.2BQ4 2025: $9.68BQ1 2026: $9.27BQ2 2026: $10.5B
Institutions holding SJM and their total value by quarter
QuarterHoldersValue
Q2 2026888$10.5B
Q1 2026819$9.27B
Q4 2025822$9.68B
Q3 2025808$10.2B
Q2 2025797$9.13B
Q1 2025834$10.9B
Q4 2024846$9.65B
Q3 2024849$10.4B
Q2 2024855$9.46B
Q1 2024886$10.7B
Q4 2023902$11.0B
Q3 2023887$10.3B
Q2 2023926$12.1B
Q1 2023947$13.0B
Q4 2022928$13.6B
Q3 2022884$11.8B
Q2 2022865$11.0B
Q1 2022860$11.9B
Q4 2021894$12.3B
Q3 2021814$11.0B
Q2 2021844$12.3B
Q1 2021833$12.1B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding J M SMUCKER Co; share changes are against Q2 2023.

Institutions holding SJM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth8$00.00%+5+166.7%Added
Column Capital Advisors, LLC0$160.00%0Unchanged
Motco1$1230.00%−8−88.9%Reduced
Hollencrest Capital Management1$1230.00%00.0%Unchanged
Cornerstone Planning Group LLC1$1230.00%+1New
TD Capital Management LLC1$1260.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$1300.00%00.0%Unchanged
HHM Wealth Advisors, LLC2$2460.00%−2−50.0%Reduced
Oakworth Capital, Inc.2$2460.00%00.0%Unchanged
Financial Perspectives, Inc2$2460.00%00.0%Unchanged
WestEnd Advisors, LLC2$2460.00%+2New
LGT Financial Advisors LLC2$2460.00%+2New
Authentikos Wealth Advisory, LLC2$2460.00%+2New
Tfo-TDC, LLC3$4430.00%00.0%Unchanged
Carolinas Wealth Consulting LLC4$4550.00%−22−84.6%Reduced
Gradient Investments LLC4$4920.00%−4−50.0%Reduced
Arlington Partners LLC5$6150.00%00.0%Unchanged
TFC Financial Management5$6150.00%+1+25.0%Added
Arlington Trust Co LLC5$6150.00%+5New
Larson Financial Group LLC5$6520.00%−71−93.4%Reduced
West Paces Advisors Inc.6$7370.00%+6New
SRS Capital Advisors, Inc.7$8610.00%+7New
Valley National Advisers Inc12$1.00K0.00%+5+71.4%Added
Psagot Value Holdings Ltd. / (Israel)10$1.00K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC5$1.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC12$1.00K0.00%+12New
Tucker Asset Management LLC9$1.11K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC10$1.23K0.00%00.0%Unchanged
Versant Capital Management, Inc11$1.35K0.00%−9−45.0%Reduced
SJS Investment Consulting Inc.12$1.48K0.00%−9−42.9%Reduced
Boyd Watterson Asset Management LLC12$1.48K0.00%00.0%Unchanged
Northwest Capital Management Inc12$1.48K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC13$1.60K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.14$1.72K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC15$1.84K0.00%00.0%Unchanged
Abound Wealth Management16$1.98K0.00%−7−30.4%Reduced
City State Bank20$2.00K0.00%−85−81.0%Reduced
Winch Advisory Services, LLC20$2.00K0.00%00.0%Unchanged
Magnolia Capital Management Ltd17$2.00K0.00%00.0%Unchanged
Private Ocean, LLC17$2.09K0.00%00.0%Unchanged
Edmond de Rothschild Holding S.A.20$2.46K0.00%00.0%Unchanged
TCTC Holdings, LLC22$2.70K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.23$2.83K0.00%00.0%Unchanged
First Personal Financial Services23$2.87K0.00%00.0%Unchanged
RFP Financial Group LLC24$2.95K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC25$3.00K0.00%−16−39.0%Reduced
West Branch Capital LLC25$3.07K0.00%00.0%Unchanged
Fortis Group Advisors, LLC26$3.20K0.00%+26New
Financial Avengers, Inc.28$3.42K0.00%00.0%Unchanged
Sound Income Strategies, LLC28$3.44K0.00%00.0%Unchanged
Heritage Wealth Advisors30$3.69K0.00%00.0%Unchanged
Indiana Trust & Investment Management CO30$3.69K0.00%+30New
Benjamin Edwards Inc35$4.00K0.00%+35New
Capital Analysts, LLC34$4.00K0.00%+34New
Steward Financial Group LLC38$4.00K0.00%+38New
TD Waterhouse Canada Inc.33$4.01K0.00%00.0%Unchanged
Raffa Wealth Management, LLC34$4.18K0.00%00.0%Unchanged
Hexagon Capital Partners LLC36$4.42K0.00%−31−46.3%Reduced
Coppell Advisory Solutions LLC29$4.59K0.00%00.0%Unchanged
Community Bank, N.A.38$4.67K0.00%−85−69.1%Reduced
Earnest Partners LLC39$4.79K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC40$4.92K0.00%−1,396−97.2%Reduced
Coston, McIsaac & Partners48$5.00K0.00%−1−2.0%Reduced
Johnson Midwest Financial, LLC49$5.98K0.01%+1+2.1%Added
VitalStone Financial, LLC59$6.00K0.01%+59New
Stephenson National Bank & Trust49$6.02K0.00%00.0%Unchanged
Wolverine Asset Management LLC50$6.14K0.00%+50New
Global Wealth Management Investment Advisory, Inc.50$6.15K0.00%00.0%Unchanged
WR Wealth Planners, LLC57$7.01K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP58$7.13K0.00%+54+1,350.0%Added
Lee Financial Co59$7.25K0.00%00.0%Unchanged
Evermay Wealth Management LLC60$7.38K0.00%+60New
Bogart Wealth, LLC61$7.50K0.00%00.0%Unchanged
Quent Capital, LLC62$7.63K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.63$7.74K0.00%00.0%Unchanged
Wolff Wiese Magana LLC70$8.60K0.01%00.0%Unchanged
Pathway Financial Advisers, LLC73$8.98K0.00%+73New
Armstrong Advisory Group, Inc76$9.34K0.00%+76New
Tyler-Stone Wealth Management80$10.0K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC87$10.7K0.00%+4+4.8%Added
Peregrine Capital Management LLC90$11.1K0.00%00.0%Unchanged
Bray Capital Advisors90$11.1K0.00%00.0%Unchanged
Nemes Rush Group LLC92$11.3K0.00%+42+84.0%Added
Birch Capital Management, LLC100$12.3K0.01%00.0%Unchanged
Center for Financial Planning, Inc.101$12.4K0.00%−100−49.8%Reduced
Bell Investment Advisors, Inc101$12.4K0.00%−3−2.9%Reduced
Salomon & Ludwin, LLC102$12.5K0.00%+102New
Cassady Schiller Wealth Management, LLC105$13.0K0.01%−166−61.3%Reduced
Sittner & Nelson, LLC107$13.2K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC108$13.3K0.00%−22−16.9%Reduced
New England Capital Financial Advisors LLC109$13.4K0.01%+1+0.9%Added
ORG Partners LLC109$13.4K0.00%−3,312−96.8%Reduced
True Wealth Design, LLC112$13.8K0.00%00.0%Unchanged
Syntax Research, Inc.112$13.8K0.01%+112New
Tortoise Investment Management, LLC116$14.2K0.00%00.0%Unchanged
Pacifica Partners Inc.125$14.6K0.01%+125New
Archer Investment Corp121$14.9K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.121$14.9K0.01%+1+0.8%Added
Jones Financial Companies LLLP122$15.0K0.00%00.0%Unchanged
Dividend Assets Capital, LLC120$15.0K0.00%00.0%Unchanged