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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, Q4 2023

Institutional positions in J M SMUCKER Co as of Dec 31, 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
902
+26 vs. Q3 2023
Shares held
87.0M
+3.65M (+4.4%) vs. Q3 2023
Total value
$11.0B
+$738.4M (+7.2%) vs. Q3 2023
New holders
128
294 more added
Sold out
102
337 more reduced

11 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 902 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 heldQ4 2023: $11.0B
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, Q4 2023

Shares, value and share of portfolio for each institution holding J M SMUCKER Co; share changes are against Q3 2023.

Institutions holding SJM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Householder Group Estate & Retirement Specialist, LLC1$00.00%−331−99.7%Reduced
Clear Street Markets LLC1$00.00%+1New
FNY Investment Advisers, LLC1$00.00%+1New
FSA Wealth Management LLC2$00.00%+2New
Dogwood Wealth Management LLC0$20.00%0New
TD Capital Management LLC1$1290.00%00.0%Unchanged
Tennessee Valley Asset Management Partners1$1330.00%+1New
SOA Wealth Advisors, LLC.1$1350.00%00.0%Unchanged
WestEnd Advisors, LLC2$2530.00%00.0%Unchanged
Oakworth Capital, Inc.2$2530.00%00.0%Unchanged
Financial Perspectives, Inc2$2530.00%00.0%Unchanged
Hollencrest Capital Management2$2530.00%+1+100.0%Added
BFSG, LLC3$3370.00%+3New
Tfo-TDC, LLC3$3790.00%00.0%Unchanged
LGT Financial Advisors LLC3$3790.00%+1+50.0%Added
Hexagon Capital Partners LLC4$5060.00%−32−88.9%Reduced
Gradient Investments LLC4$5060.00%00.0%Unchanged
Carolinas Wealth Consulting LLC4$5060.00%00.0%Unchanged
Frazier Financial Advisors, LLC4$5060.00%+4New
Arlington Trust Co LLC5$6320.00%00.0%Unchanged
AdvisorNet Financial, Inc5$6320.00%+5New
Rakuten Securities, Inc.5$6320.00%+5New
Larson Financial Group LLC5$6750.00%00.0%Unchanged
Frank, Rimerman Advisors LLC6$7580.00%+6New
Dunhill Financial, LLC7$8680.00%+7New
SJS Investment Consulting Inc.7$8850.00%−5−41.7%Reduced
Avion Wealth9$1.00K0.00%+1+12.5%Added
TSFG, LLC7$1.00K0.00%+7New
Caitlin John, LLC8$1.02K0.00%+8New
Tucker Asset Management LLC9$1.14K0.00%00.0%Unchanged
TFC Financial Management9$1.14K0.00%+4+80.0%Added
Bradley & Co. Private Wealth Management, LLC10$1.26K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.11$1.39K0.00%+11New
Kiely Wealth Advisory Group, Inc.11$1.49K0.00%+11New
Boyd Watterson Asset Management LLC12$1.52K0.00%00.0%Unchanged
Northwest Capital Management Inc12$1.52K0.00%00.0%Unchanged
Cornerstone Planning Group LLC12$1.53K0.00%+11+1,100.0%Added
Iron Horse Wealth Management, LLC13$1.64K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.14$1.77K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC15$1.90K0.00%00.0%Unchanged
Versant Capital Management, Inc15$1.90K0.00%+4+36.4%Added
Centerpoint Advisors, LLC12$2.00K0.00%00.0%Unchanged
ORG Partners LLC16$2.02K0.00%−93−85.3%Reduced
Abound Wealth Management16$2.03K0.00%00.0%Unchanged
Quent Capital, LLC17$2.15K0.00%−45−72.6%Reduced
Private Ocean, LLC17$2.15K0.00%00.0%Unchanged
Northwest Financial Advisors17$2.15K0.00%+17New
Fortitude Family Office, LLC19$2.40K0.00%+19New
Edmond de Rothschild Holding S.A.20$2.53K0.00%00.0%Unchanged
Winch Advisory Services, LLC20$2.53K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.20$2.57K0.00%−13−39.4%Reduced
TCTC Holdings, LLC22$2.78K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.23$2.91K0.00%00.0%Unchanged
First Personal Financial Services23$2.95K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC25$3.00K0.00%00.0%Unchanged
City State Bank20$3.00K0.00%00.0%Unchanged
RFP Financial Group LLC24$3.03K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.25$3.16K0.00%+25New
GoalVest Advisory LLC25$3.16K0.00%+25New
Private Wealth Management Group, LLC27$3.38K0.00%+27New
Financial Avengers, Inc.28$3.55K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC29$3.67K0.00%−192−86.9%Reduced
Coppell Advisory Solutions LLC29$3.67K0.00%00.0%Unchanged
Sandy Spring Bank29$3.69K0.00%−150−83.8%Reduced
Indiana Trust & Investment Management CO30$3.79K0.00%00.0%Unchanged
Heritage Wealth Advisors30$3.79K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC31$3.92K0.00%+31New
Benjamin Edwards Inc35$4.00K0.00%00.0%Unchanged
Cutler Group LP39$4.00K0.00%+39New
WealthCollab, LLC32$4.04K0.00%+32New
Raffa Wealth Management, LLC34$4.30K0.00%00.0%Unchanged
Community Bank, N.A.38$4.80K0.00%00.0%Unchanged
Montag A & Associates Inc38$4.86K0.00%−904−96.0%Reduced
Cape Investment Advisory, Inc.39$4.93K0.00%+39New
FinTrust Capital Advisors, LLC40$5.06K0.00%00.0%Unchanged
Pathway Financial Advisers, LLC41$5.19K0.00%−32−43.8%Reduced
Red Tortoise LLC43$5.43K0.00%+43New
SRS Capital Advisors, Inc.43$5.43K0.00%+36+514.3%Added
Partnership Wealth Management, LLC45$5.92K0.00%+45New
Coston, McIsaac & Partners48$6.00K0.00%00.0%Unchanged
Stephenson National Bank & Trust49$6.19K0.00%00.0%Unchanged
Quarry LP49$6.19K0.00%+49New
Global Wealth Management Investment Advisory, Inc.50$6.32K0.00%00.0%Unchanged
Chilton Capital Management LLC50$6.32K0.00%+50New
Strategic Investment Solutions, Inc.51$6.51K0.00%+51New
Glass Jacobson Investment Advisors llc52$6.57K0.00%−400−88.5%Reduced
Fortis Group Advisors, LLC52$6.57K0.00%+26+100.0%Added
Armstrong Advisory Group, Inc53$6.70K0.00%−23−30.3%Reduced
Bell Investment Advisors, Inc58$7.33K0.00%−43−42.6%Reduced
Evermay Wealth Management LLC60$7.58K0.00%00.0%Unchanged
Bogart Wealth, LLC61$7.71K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.63$7.96K0.00%00.0%Unchanged
Transcendent Capital Group LLC63$7.96K0.01%+63New
Prestige Wealth Management Group LLC71$8.97K0.00%−16−18.4%Reduced
Tyler-Stone Wealth Management80$10.1K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC84$10.6K0.01%+84New
Lee Financial Co86$10.9K0.00%+27+45.8%Added
Loomis Sayles & Co L P85$11.0K0.00%+85New
Zions Bancorporation, N.A.89$11.2K0.00%−72−44.7%Reduced
Peregrine Capital Management LLC90$11.4K0.00%00.0%Unchanged