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 |
|---|---|---|---|---|---|
| Rockbridge Investment Management, LCC | 566 | $71.5K | 0.01% | +566 | New |
| Cassady Schiller Wealth Management, LLC | 511 | $72.7K | 0.04% | +406+386.7% | Added |
| Transamerica Financial Advisors, Inc. | 580 | $74.0K | 0.01% | −102−15.0% | Reduced |
| Barrett & Company, Inc. | 588 | $74.4K | 0.04% | +2+0.3% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 600 | $75.0K | 0.03% | +590+5,900.0% | Added |
| Global Retirement Partners, LLC | 595 | $76.2K | 0.00% | +33+5.9% | Added |
| Bangor Savings Bank | 604 | $76.3K | 0.01% | −18−2.9% | Reduced |
| Massmutual Trust Co FSB | 609 | $77.0K | 0.00% | +478+364.9% | Added |
| Spire Wealth Management | 640 | $82.7K | 0.00% | −7−1.1% | Reduced |
| Rosenberg Matthew Hamilton | 663 | $83.8K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 664 | $83.9K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 714 | $90.3K | 0.01% | +686+2,450.0% | Added |
| TD Private Client Wealth LLC | 770 | $97.3K | 0.00% | +374+94.4% | Added |
| Stone House Investment Management, LLC | 785 | $99.3K | 0.03% | −17−2.1% | Reduced |
| Pittenger & Anderson Inc | 800 | $101.1K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 840 | $106.2K | 0.02% | +840 | New |
| JTC Employer Solutions Trusteee Ltd | 860 | $108.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 901 | $113.9K | 0.01% | +307+51.7% | Added |
| Ronald Blue Trust, Inc. | 929 | $114.0K | 0.00% | +129+16.1% | Added |
| Sit Investment Associates Inc | 905 | $114.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 914 | $116.0K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 945 | $119.4K | 0.00% | −1,493−61.2% | Reduced |
| Whittier Trust Co | 967 | $122.2K | 0.00% | −328−25.3% | Reduced |
| Knuff & Co LLC | 1,001 | $126.5K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,060 | $133.9K | 0.02% | +1+0.1% | Added |
| Covestor Ltd | 1,093 | $138.0K | 0.09% | +92+9.2% | Added |
| Caldwell Trust Co | 1,107 | $139.9K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,217 | $154.0K | 0.02% | +83+7.3% | Added |
| AlphaCentric Advisors LLC | 1,298 | $164.0K | 0.11% | −178−12.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,343 | $169.7K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 1,357 | $171.5K | 0.00% | +557+69.6% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,400 | $176.9K | 0.10% | +11+0.8% | Added |
| Private Trust Co NA | 1,445 | $182.6K | 0.02% | +25+1.8% | Added |
| GAMMA Investing LLC | 1,416 | $186.3K | 0.05% | +1,416 | New |
| Smithfield Trust Co | 1,489 | $187.0K | 0.01% | −100−6.3% | Reduced |
| Adirondack Trust Co | 1,587 | $190.7K | 0.08% | −19−1.2% | Reduced |
| Brown Brothers Harriman & Co | 1,511 | $191.0K | 0.00% | −564−27.2% | Reduced |
| HBW Advisory Services LLC | 1,526 | $193.0K | 0.04% | −76−4.7% | Reduced |
| Horizon Investments, LLC | 1,547 | $195.5K | 0.01% | +84+5.7% | Added |
| Farther Finance Advisors, LLC | 1,560 | $197.2K | 0.01% | +463+42.2% | Added |
| Centaurus Financial, Inc. | 1,571 | $199.0K | 0.02% | −944−37.5% | Reduced |
| Doliver Advisors, LP | 1,592 | $201.2K | 0.06% | +1,592 | New |
| PDS Planning, Inc | 1,597 | $201.8K | 0.02% | +1,597 | New |
| Tarbox Family Office, Inc. | 1,601 | $202.3K | 0.04% | +1,601 | New |
| SevenBridge Financial Group, LLC | 1,602 | $202.5K | 0.05% | +1,602 | New |
| Guyasuta Investment Advisors Inc | 1,603 | $202.6K | 0.01% | −4,000−71.4% | Reduced |
| Fisher Asset Management, LLC | 1,610 | $203.5K | 0.00% | +1,610 | New |
| BSW Wealth Partners | 1,612 | $203.7K | 0.04% | +1,612 | New |
| Summit Financial, LLC | 1,625 | $205.4K | 0.01% | +1,625 | New |
| Soltis Investment Advisors LLC | 1,654 | $209.0K | 0.02% | −9−0.5% | Reduced |
| Hurlow Wealth Management Group, Inc. | 1,654 | $209.0K | 0.08% | −2−0.1% | Reduced |
| Brookstone Capital Management | 1,660 | $209.8K | 0.00% | +1,660 | New |
| Red Door Wealth Management, LLC | 1,662 | $210.1K | 0.05% | +1,662 | New |
| Fiduciary Trust Co | 1,669 | $210.9K | 0.00% | +29+1.8% | Added |
| Simplex Trading, LLC | 1,674 | $211.0K | 0.01% | −1,863−52.7% | Reduced |
| Vantage Consulting Group Inc | 1,682 | $212.6K | 0.14% | +1,682 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,700 | $214.8K | 0.01% | 00.0% | Unchanged |
| Baker Chad R | 1,700 | $214.8K | 0.05% | 00.0% | Unchanged |
| North Star Asset Management Inc | 1,700 | $214.8K | 0.01% | +1,700 | New |
| Choate Investment Advisors | 1,718 | $217.1K | 0.01% | +1,718 | New |
| Trilogy Capital Inc. | 1,728 | $218.4K | 0.01% | −283−14.1% | Reduced |
| Sachetta, LLC | 1,745 | $220.5K | 0.10% | +1,745 | New |
| Wahed Invest LLC | 1,748 | $220.9K | 0.06% | +197+12.7% | Added |
| Cypress Capital Group | 1,770 | $223.7K | 0.03% | −83−4.5% | Reduced |
| Affinity Investment Advisors, LLC | 1,770 | $223.7K | 0.15% | +1,770 | New |
| Valeo Financial Advisors, LLC | 1,777 | $224.6K | 0.01% | +1,777 | New |
| Moller Financial Services | 1,778 | $224.7K | 0.06% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,779 | $224.9K | 0.03% | −642−26.5% | Reduced |
| Kennon-Green & Company, LLC | 1,781 | $225.1K | 0.23% | −915−33.9% | Reduced |
| Delta Asset Management LLC | 1,782 | $225.3K | 0.02% | +4+0.2% | Added |
| Gleason Group, Inc. | 1,789 | $226.1K | 0.05% | +17+1.0% | Added |
| Klingman & Associates, LLC | 1,806 | $228.2K | 0.02% | +61+3.5% | Added |
| Tyche Wealth Partners LLC | 1,816 | $229.5K | 0.06% | +1,816 | New |
| Geller Advisors LLC | 1,824 | $230.5K | 0.02% | +1,824 | New |
| Penn Mutual Asset Management, LLC | 1,825 | $230.6K | 0.18% | +1,825 | New |
| Strategic Blueprint, LLC | 1,833 | $231.6K | 0.02% | +36+2.0% | Added |
| Gateway Investment Advisers LLC | 1,839 | $232.4K | 0.00% | −68−3.6% | Reduced |
| Bank of New Hampshire | 1,845 | $233.2K | 0.07% | −6,700−78.4% | Reduced |
| Umb Bank N A | 1,853 | $234.2K | 0.00% | −582−23.9% | Reduced |
| Oppenheimer & Co Inc | 1,856 | $234.6K | 0.00% | −26−1.4% | Reduced |
| Apollon Wealth Management, LLC | 1,875 | $237.0K | 0.01% | +1,875 | New |
| Jentner Corp | 1,877 | $237.2K | 0.09% | +1,877 | New |
| Blueshift Asset Management, LLC | 1,881 | $237.7K | 0.13% | −1,335−41.5% | Reduced |
| InterOcean Capital Group, LLC | 1,892 | $239.1K | 0.01% | −2,331−55.2% | Reduced |
| Wetherby Asset Management Inc | 1,894 | $239.4K | 0.01% | −19−1.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,895 | $239.5K | 0.01% | −150−7.3% | Reduced |
| Kingsview Wealth Management, LLC | 1,916 | $242.1K | 0.01% | −232−10.8% | Reduced |
| Congress Asset Management Co | 1,918 | $242.4K | 0.00% | −200−9.4% | Reduced |
| Symmetry Partners, LLC | 1,933 | $243.0K | 0.01% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 1,934 | $244.0K | 0.03% | +56+3.0% | Added |
| Nwam LLC | 1,952 | $246.7K | 0.02% | +1,952 | New |
| United Capital Financial Advisers, LLC | 1,953 | $246.9K | 0.00% | +1,953 | New |
| Buckingham Strategic Wealth, LLC | 1,957 | $247.4K | 0.00% | −51−2.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,969 | $248.8K | 0.01% | −694−26.1% | Reduced |
| Rathbone Brothers plc | 2,000 | $252.8K | 0.00% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 2,000 | $252.8K | 0.10% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 2,000 | $252.8K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,010 | $254.0K | 0.01% | −336−14.3% | Reduced |
| Atlas Wealth LLC | 2,074 | $254.9K | 0.14% | 00.0% | Unchanged |
| Regions Financial Corp | 2,034 | $257.1K | 0.00% | −24−1.2% | Reduced |