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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding J M SMUCKER Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 2,279 | $280.2K | 0.06% | +105+4.8% | Added |
| Phillips Wealth Planners LLC | 2,449 | $278.7K | 0.38% | +191+8.5% | Added |
| Integrated Wealth Concepts LLC | 2,261 | $277.9K | 0.00% | −21−0.9% | Reduced |
| Colonial Trust Advisors | 2,255 | $277.2K | 0.03% | +10.0% | Added |
| SS&H Financial Advisors, Inc. | 2,250 | $277.0K | 0.13% | +2,250 | New |
| Rossmore Private Capital | 2,250 | $276.5K | 0.04% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 2,243 | $275.7K | 0.09% | −305−12.0% | Reduced |
| Mutual Advisors, LLC | 2,241 | $275.4K | 0.01% | −5,514−71.1% | Reduced |
| V-Square Quantitative Management LLC | 2,239 | $275.2K | 0.12% | +1,302+139.0% | Added |
| National Asset Management, Inc. | 2,231 | $274.2K | 0.01% | −130−5.5% | Reduced |
| Integris Wealth Management, LLC | 2,200 | $270.4K | 0.09% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,183 | $268.0K | 0.01% | +93+4.4% | Added |
| Belpointe Asset Management LLC | 2,175 | $267.4K | 0.03% | +788+56.8% | Added |
| NewEdge Wealth, LLC | 2,163 | $265.9K | 0.01% | +2,163 | New |
| Strategy Asset Managers LLC | 2,161 | $265.6K | 0.07% | −9−0.4% | Reduced |
| Kingsview Wealth Management, LLC | 2,148 | $264.0K | 0.01% | +223+11.6% | Added |
| Congress Asset Management Co | 2,118 | $260.3K | 0.00% | +552+35.2% | Added |
| Financial Counselors Inc | 2,109 | $259.2K | 0.01% | +84+4.1% | Added |
| Mechanics Financial Corp | 2,100 | $258.1K | 0.14% | 00.0% | Unchanged |
| Laurion Capital Management LP | 2,083 | $256.0K | 0.01% | +2,083 | New |
| Nomura Holdings Inc | 2,077 | $255.3K | 0.00% | −5,688−73.3% | Reduced |
| Kinneret Advisory, LLC | 2,077 | $255.3K | 0.03% | −10.0% | Reduced |
| Brown Brothers Harriman & Co | 2,075 | $255.0K | 0.00% | +995+92.1% | Added |
| Atlas Wealth LLC | 2,074 | $254.9K | 0.05% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 2,074 | $254.8K | 0.03% | −38−1.8% | Reduced |
| Meridian Wealth Management, LLC | 2,070 | $254.4K | 0.02% | −16−0.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,066 | $253.9K | 0.04% | 00.0% | Unchanged |
| Regions Financial Corp | 2,058 | $252.9K | 0.00% | −115−5.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 2,045 | $251.4K | 0.01% | −100−4.7% | Reduced |
| Congress Wealth Management LLC | 2,037 | $250.4K | 0.01% | −559−21.5% | Reduced |
| First National Trust Co | 2,011 | $247.2K | 0.01% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 2,011 | $247.2K | 0.02% | −224−10.0% | Reduced |
| Buckingham Strategic Wealth, LLC | 2,008 | $246.7K | 0.00% | −132−6.2% | Reduced |
| Northeast Financial Consultants Inc | 2,000 | $245.8K | 0.02% | 00.0% | Unchanged |
| Rathbone Brothers plc | 2,000 | $245.8K | 0.00% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 2,000 | $245.8K | 0.10% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,983 | $243.7K | 0.01% | −716−26.5% | Reduced |
| Symmetry Partners, LLC | 1,933 | $238.0K | 0.01% | −11,595−85.7% | Reduced |
| Truepoint, Inc. | 1,935 | $237.8K | 0.01% | −369−16.0% | Reduced |
| Pinnacle Financial Partners Inc | 1,933 | $237.6K | 0.01% | +1,933 | New |
| Revisor Wealth Management LLC | 1,920 | $236.0K | 0.20% | +1,920 | New |
| Wetherby Asset Management Inc | 1,913 | $235.1K | 0.01% | −233−10.9% | Reduced |
| Cornercap Investment Counsel Inc | 1,908 | $234.5K | 0.04% | +163+9.3% | Added |
| Gateway Investment Advisers LLC | 1,907 | $234.4K | 0.00% | −8−0.4% | Reduced |
| Oppenheimer & Co Inc | 1,882 | $231.3K | 0.00% | +98+5.5% | Added |
| Morningstar Investment Management LLC | 1,878 | $231.0K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 1,871 | $230.0K | 0.00% | −464−19.9% | Reduced |
| Schmidt P J Investment Management Inc | 2,014 | $229.2K | 0.05% | −7−0.3% | Reduced |
| Cypress Capital Group | 1,853 | $227.8K | 0.03% | +1,853 | New |
| Meeder Advisory Services, Inc. | 1,845 | $226.8K | 0.03% | +468+34.0% | Added |
| Checchi Capital Advisers, LLC | 1,802 | $221.5K | 0.02% | −448−19.9% | Reduced |
| Longfellow Investment Management Co LLC | 1,802 | $221.5K | 0.06% | +1,802 | New |
| Strategic Blueprint, LLC | 1,797 | $220.8K | 0.02% | +1+0.1% | Added |
| J.W. Cole Advisors, Inc. | 1,778 | $218.6K | 0.02% | +2+0.1% | Added |
| Delta Asset Management LLC | 1,778 | $218.5K | 0.02% | 00.0% | Unchanged |
| Moller Financial Services | 1,778 | $218.5K | 0.07% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 1,775 | $218.2K | 0.07% | −225−11.3% | Reduced |
| Gleason Group, Inc. | 1,772 | $217.8K | 0.06% | +13+0.7% | Added |
| Glenview Trust Co | 1,759 | $216.2K | 0.01% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 1,745 | $214.5K | 0.02% | +22+1.3% | Added |
| SL Advisors, LLC | 1,730 | $212.6K | 0.46% | 00.0% | Unchanged |
| Baker Chad R | 1,700 | $208.9K | 0.05% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,700 | $208.9K | 0.02% | +250+17.2% | Added |
| Core Alternative Capital | 1,700 | $208.9K | 0.03% | +1,550+1,033.3% | Added |
| Commonwealth Financial Services, LLC | 1,684 | $206.9K | 0.06% | +1,684 | New |
| Miracle Mile Advisors, LLC | 1,679 | $206.3K | 0.01% | +150+9.8% | Added |
| MONECO Advisors, LLC | 1,668 | $205.0K | 0.06% | −48−2.8% | Reduced |
| Wedbush Securities Inc | 1,671 | $205.0K | 0.01% | +1,671 | New |
| Soltis Investment Advisors LLC | 1,663 | $204.4K | 0.03% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 1,656 | $203.5K | 0.09% | −2−0.1% | Reduced |
| Rocky Mountain Advisers, LLC | 1,655 | $203.4K | 0.10% | −25−1.5% | Reduced |
| Wellington Management Group LLP | 1,646 | $202.3K | 0.00% | −248−13.1% | Reduced |
| Atlantic Trust, LLC | 1,644 | $202.0K | 0.07% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,640 | $201.6K | 0.00% | +33+2.1% | Added |
| Adirondack Trust Co | 1,606 | $197.4K | 0.10% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,602 | $197.0K | 0.04% | −60−3.6% | Reduced |
| Smithfield Trust Co | 1,589 | $195.0K | 0.01% | −108−6.4% | Reduced |
| Wahed Invest LLC | 1,551 | $190.6K | 0.06% | +80+5.4% | Added |
| AlphaCentric Advisors LLC | 1,476 | $181.4K | 0.10% | −48−3.1% | Reduced |
| Horizon Investments, LLC | 1,463 | $179.8K | 0.01% | −47−3.1% | Reduced |
| Private Trust Co NA | 1,420 | $174.5K | 0.02% | −8−0.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,389 | $170.7K | 0.10% | +8+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,343 | $165.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,295 | $159.2K | 0.00% | +10+0.8% | Added |
| Tradition Wealth Management, LLC | 1,134 | $139.0K | 0.02% | +6+0.5% | Added |
| Caldwell Trust Co | 1,107 | $136.1K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,097 | $134.8K | 0.02% | −122−10.0% | Reduced |
| McIlrath & Eck, LLC | 1,059 | $130.2K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,054 | $129.5K | 0.01% | −354−25.1% | Reduced |
| JJJ Advisors Inc. | 1,010 | $124.1K | 0.03% | −227−18.4% | Reduced |
| Knuff & Co LLC | 1,001 | $123.0K | 0.05% | +29+3.0% | Added |
| Covestor Ltd | 1,001 | $123.0K | 0.09% | +898+871.8% | Added |
| Credit Agricole S A | 962 | $118.2K | 0.00% | +962 | New |
| Ronald Blue Trust, Inc. | 800 | $118.0K | 0.00% | +122+18.0% | Added |
| Montag A & Associates Inc | 942 | $115.8K | 0.01% | −673−41.7% | Reduced |
| AlphaMark Advisors, LLC | 914 | $112.0K | 0.05% | +3+0.3% | Added |
| Sit Investment Associates Inc | 905 | $111.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 866 | $106.5K | 0.02% | −73−7.8% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 860 | $106.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 858 | $105.5K | 0.08% | −142−14.2% | Reduced |