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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding J M SMUCKER Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bray Capital Advisors | 90 | $11.4K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 92 | $11.6K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 102 | $12.5K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $12.6K | 0.00% | −145−59.2% | Reduced |
| Birch Capital Management, LLC | 100 | $12.6K | 0.01% | 00.0% | Unchanged |
| Naples Money Management LLC | 100 | $12.6K | 0.01% | +100 | New |
| Center for Financial Planning, Inc. | 101 | $12.8K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 101 | $12.8K | 0.00% | +101 | New |
| JFS Wealth Advisors, LLC | 102 | $12.9K | 0.00% | −6−5.6% | Reduced |
| Wolff Wiese Magana LLC | 105 | $13.3K | 0.01% | +35+50.0% | Added |
| Planning Capital Management Corp | 105 | $13.3K | 0.01% | +105 | New |
| Sittner & Nelson, LLC | 107 | $13.5K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 109 | $13.8K | 0.00% | −29−21.0% | Reduced |
| True Wealth Design, LLC | 112 | $14.2K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 112 | $14.2K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 114 | $14.4K | 0.01% | +114 | New |
| Pacifica Partners Inc. | 125 | $14.5K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 116 | $14.6K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 120 | $15.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 121 | $15.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 122 | $15.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 122 | $15.5K | 0.01% | +1+0.8% | Added |
| Glen Eagle Advisors, LLC | 123 | $15.5K | 0.00% | −134−52.1% | Reduced |
| Baldwin Brothers Inc | 124 | $15.7K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 124 | $15.7K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 125 | $15.8K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 125 | $15.8K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 125 | $15.8K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 125 | $15.8K | 0.01% | +16+14.7% | Added |
| Emfo, LLC | 128 | $16.2K | 0.02% | 00.0% | Unchanged |
| Chelsea Counsel Co | 130 | $16.4K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 133 | $16.8K | 0.00% | −156−54.0% | Reduced |
| Assetmark, Inc | 136 | $17.2K | 0.00% | +11+8.8% | Added |
| BKM Wealth Management, LLC | 140 | $17.7K | 0.01% | +140 | New |
| Core Alternative Capital | 150 | $19.0K | 0.00% | −1,550−91.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 151 | $19.1K | 0.00% | −290−65.8% | Reduced |
| Scarborough Advisors, LLC | 155 | $19.6K | 0.00% | +155 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 159 | $20.1K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 160 | $20.2K | 0.00% | −2−1.2% | Reduced |
| DT Investment Partners, LLC | 153 | $20.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 170 | $21.5K | 0.01% | +170 | New |
| NBC Securities, Inc. | 186 | $23.0K | 0.00% | +1+0.5% | Added |
| First Manhattan Co | 187 | $23.6K | 0.00% | −14−7.0% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 187 | $23.6K | 0.01% | +187 | New |
| West Tower Group, LLC | 199 | $25.1K | 0.05% | +199 | New |
| HM Payson & Co | 200 | $25.3K | 0.00% | −104−34.2% | Reduced |
| Estabrook Capital Management | 200 | $25.3K | 0.00% | −30−13.0% | Reduced |
| Wolverine Asset Management LLC | 200 | $25.3K | 0.00% | +150+300.0% | Added |
| Advantage Trust Co | 200 | $25.3K | 0.02% | +200 | New |
| Old Second National Bank of Aurora | 202 | $25.5K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 202 | $25.5K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 205 | $25.9K | 0.00% | −85−29.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 203 | $26.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 214 | $27.0K | 0.01% | −796−78.8% | Reduced |
| Beacon Capital Management, LLC | 221 | $27.2K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 215 | $27.2K | 0.00% | +2+0.9% | Added |
| Tompkins Financial Corp | 235 | $29.7K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 245 | $30.9K | 0.00% | −14−5.4% | Reduced |
| Ulland Investment Advisors, LLC | 242 | $31.0K | 0.03% | +2+0.8% | Added |
| Smartleaf Asset Management LLC | 251 | $31.6K | 0.01% | +251 | New |
| American State Bank (Iowa) | 250 | $31.6K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 250 | $31.6K | 0.01% | +250 | New |
| Bamco Inc | 251 | $31.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 255 | $32.1K | 0.01% | −27−9.6% | Reduced |
| Cooksen Wealth, LLC | 260 | $32.9K | 0.04% | +260 | New |
| Rakuten Investment Management, Inc. | 262 | $33.0K | 0.00% | +262 | New |
| Harbor Investment Advisory, LLC | 273 | $34.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 284 | $35.0K | 0.01% | +272+2,266.7% | Added |
| Investors Research Corp | 282 | $35.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 313 | $39.6K | 0.00% | +313 | New |
| Cambridge Trust Co | 325 | $41.1K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 327 | $41.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 329 | $41.6K | 0.01% | +8+2.5% | Added |
| Addison Advisors LLC | 334 | $42.2K | 0.02% | +33+11.0% | Added |
| Principal Securities, Inc. | 342 | $43.2K | 0.00% | +342 | New |
| Monetary Management Group Inc | 350 | $44.2K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 371 | $46.9K | 0.02% | +6+1.6% | Added |
| Sawyer & Company, Inc | 373 | $47.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 376 | $47.5K | 0.00% | −349−48.1% | Reduced |
| GW&K Investment Management, LLC | 387 | $49.0K | 0.00% | −8−2.0% | Reduced |
| Perkins Coie Trust Co | 392 | $49.5K | 0.01% | −2−0.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 394 | $49.8K | 0.00% | −317−44.6% | Reduced |
| First Financial Corp | 400 | $50.6K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 409 | $51.7K | 0.01% | +178+77.1% | Added |
| Pinnacle Bancorp, Inc. | 420 | $53.1K | 0.02% | 00.0% | Unchanged |
| Financial Freedom, LLC | 425 | $53.7K | 0.03% | +2+0.5% | Added |
| St Germain D J Co Inc | 447 | $56.5K | 0.00% | −26−5.5% | Reduced |
| Centiva Capital, LP | 454 | $57.4K | 0.00% | −7,774−94.5% | Reduced |
| Global Financial Private Client, LLC | 454 | $57.5K | 0.03% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 463 | $58.5K | 0.03% | +463 | New |
| Penserra Capital Management LLC | 488 | $60.0K | 0.00% | −81−14.2% | Reduced |
| JNBA Financial Advisors | 486 | $61.4K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 493 | $64.9K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 531 | $67.1K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 534 | $67.5K | 0.01% | −332−38.3% | Reduced |
| Johnson Financial Group, Inc. | 539 | $68.1K | 0.00% | −3,630−87.1% | Reduced |
| Criterion Capital Advisors, LLC | 540 | $68.2K | 0.05% | +540 | New |
| First Horizon Advisors, Inc. | 549 | $69.4K | 0.00% | +14+2.6% | Added |
| Rocky Mountain Advisers, LLC | 555 | $70.1K | 0.02% | −1,100−66.5% | Reduced |
| Salem Investment Counselors Inc | 560 | $70.8K | 0.00% | 00.0% | Unchanged |