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 |
|---|---|---|---|---|---|
| Bristlecone Advisors, LLC | 3,171 | $400.8K | 0.04% | −6,413−66.9% | Reduced |
| Valmark Advisers, Inc. | 3,218 | $406.7K | 0.01% | +68+2.2% | Added |
| Independent Solutions Wealth Management, LLC | 3,232 | $408.5K | 0.10% | −145−4.3% | Reduced |
| Trustmark National Bank Trust Department | 3,268 | $413.0K | 0.04% | −340−9.4% | Reduced |
| Commonwealth Financial Services, LLC | 3,304 | $417.5K | 0.10% | +1,620+96.2% | Added |
| Schnieders Capital Management LLC | 3,321 | $419.7K | 0.09% | +3,321 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,244 | $420.9K | 0.18% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,359 | $424.5K | 0.01% | +136+4.2% | Added |
| Mendel Money Management | 3,363 | $425.0K | 0.20% | +885+35.7% | Added |
| Longfellow Investment Management Co LLC | 3,363 | $425.0K | 0.10% | +1,561+86.6% | Added |
| Cognios Beta Neutral Large Cap Fund, LP | 3,372 | $426.2K | 0.56% | +3,372 | New |
| GWM Advisors LLC | 3,388 | $428.2K | 0.00% | −272−7.4% | Reduced |
| Metis Global Partners, LLC | 3,418 | $432.0K | 0.02% | −302−8.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,351 | $432.7K | 0.11% | +3,351 | New |
| Balentine LLC | 3,432 | $433.8K | 0.01% | −1,196−25.8% | Reduced |
| Kestra Private Wealth Services, LLC | 3,485 | $440.4K | 0.01% | +5+0.1% | Added |
| Money Concepts Capital Corp | 3,488 | $440.7K | 0.04% | +324+10.2% | Added |
| ICW Investment Advisors LLC | 3,493 | $441.5K | 0.21% | −28−0.8% | Reduced |
| S.A. Mason LLC | 3,525 | $445.5K | 0.30% | −200−5.4% | Reduced |
| Main Street Research LLC | 3,539 | $447.3K | 0.04% | 00.0% | Unchanged |
| Conestoga Capital Advisors, LLC | 3,540 | $447.4K | 0.01% | +20+0.6% | Added |
| CIBC Private Wealth Group, LLC | 3,571 | $451.3K | 0.00% | −974−21.4% | Reduced |
| Empirical Finance, LLC | 3,571 | $451.3K | 0.03% | −154−4.1% | Reduced |
| Signaturefd, LLC | 3,606 | $455.7K | 0.01% | +571+18.8% | Added |
| CWA Asset Management Group, LLC | 3,614 | $456.7K | 0.03% | +3,614 | New |
| Bessemer Group Inc | 3,613 | $457.0K | 0.00% | +439+13.8% | Added |
| Physicians Financial Services, Inc. | 3,640 | $460.0K | 0.17% | 00.0% | Unchanged |
| First Hawaiian Bank | 3,691 | $466.5K | 0.01% | −210−5.4% | Reduced |
| Norinchukin Bank, The | 3,692 | $466.6K | 0.01% | −179−4.6% | Reduced |
| Wolverine Trading, LLC | 3,699 | $467.5K | 0.00% | +3,699 | New |
| PGGM Investments | 3,702 | $468.0K | 0.01% | −746−16.8% | Reduced |
| Qtron Investments LLC | 3,704 | $468.1K | 0.08% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 3,768 | $476.3K | 0.01% | −140−3.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,781 | $477.8K | 0.03% | −302−7.4% | Reduced |
| Welch Group, LLC | 3,804 | $480.8K | 0.03% | +1,001+35.7% | Added |
| Ingalls & Snyder LLC | 3,858 | $488.0K | 0.02% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 3,966 | $501.3K | 0.07% | −72−1.8% | Reduced |
| Sigma Planning Corp | 3,996 | $505.0K | 0.04% | −3,073−43.5% | Reduced |
| Exchange Traded Concepts, LLC | 4,009 | $506.7K | 0.01% | −8−0.2% | Reduced |
| Retirement Guys Formula LLC | 4,036 | $510.1K | 0.27% | +398+10.9% | Added |
| Resources Investment Advisors, LLC. | 4,042 | $510.8K | 0.01% | +579+16.7% | Added |
| Schechter Investment Advisors, LLC | 4,067 | $514.0K | 0.04% | −5−0.1% | Reduced |
| E. Ohman J:or Asset Management AB | 4,100 | $518.2K | 0.02% | −1,100−21.2% | Reduced |
| Fiera Capital Corp | 4,100 | $518.2K | 0.00% | +4,100 | New |
| HB Wealth Management, LLC | 4,110 | $519.4K | 0.01% | −1,205−22.7% | Reduced |
| North Star Investment Management Corp. | 4,133 | $522.3K | 0.04% | −22,448−84.5% | Reduced |
| IFG Advisory, LLC | 4,216 | $532.8K | 0.04% | −82−1.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,227 | $534.2K | 0.05% | +452+12.0% | Added |
| Forza Wealth Management, LLC | 4,240 | $535.9K | 0.30% | −660−13.5% | Reduced |
| Headinvest, LLC | 4,300 | $543.4K | 0.11% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 4,320 | $546.0K | 0.03% | +96+2.3% | Added |
| Peapack Gladstone Financial Corp | 4,319 | $546.0K | 0.01% | −2,132−33.0% | Reduced |
| Summit Global Investments | 4,328 | $547.0K | 0.04% | −3,790−46.7% | Reduced |
| We Are One Seven, LLC | 4,402 | $556.3K | 0.03% | +1,229+38.7% | Added |
| Dakota Wealth Management | 4,426 | $559.4K | 0.02% | +4+0.1% | Added |
| Manchester Capital Management LLC | 4,542 | $574.0K | 0.08% | +104+2.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,622 | $584.1K | 0.01% | −2,585−35.9% | Reduced |
| Portfolio Design Labs, LLC | 4,663 | $589.3K | 0.22% | +4,663 | New |
| Sabal Trust CO | 4,680 | $591.5K | 0.04% | −166,049−97.3% | Reduced |
| Park Circle Co | 4,680 | $591.5K | 0.57% | +4,680 | New |
| Peddock Capital Advisors, LLC | 4,713 | $595.6K | 0.18% | +142+3.1% | Added |
| Independent Advisor Alliance | 4,764 | $602.0K | 0.02% | +527+12.4% | Added |
| Empirical Asset Management, LLC | 4,769 | $602.7K | 0.49% | −418−8.1% | Reduced |
| Smith, Moore & Co. | 4,772 | $603.1K | 0.07% | −25−0.5% | Reduced |
| Prospera Financial Services Inc | 4,790 | $605.4K | 0.02% | −2,746−36.4% | Reduced |
| Stratos Wealth Partners, LTD. | 4,794 | $605.9K | 0.01% | −8−0.2% | Reduced |
| Acadian Asset Management LLC | 4,825 | $608.0K | 0.00% | −45,128−90.3% | Reduced |
| Veriti Management LLC | 4,855 | $613.6K | 0.05% | +824+20.4% | Added |
| Sound Financial Strategies Group, LLC | 4,864 | $614.7K | 0.52% | −713−12.8% | Reduced |
| Teacher Retirement System of Texas | 4,875 | $616.0K | 0.00% | −9,120−65.2% | Reduced |
| Freestone Capital Holdings, LLC | 4,882 | $617.0K | 0.03% | −693−12.4% | Reduced |
| Ci Investments Inc. | 4,894 | $619.0K | 0.00% | +1,063+27.7% | Added |
| Raymond James Trust N.A. | 4,906 | $620.0K | 0.02% | −536−9.8% | Reduced |
| Rowland & Co Investment Counsel | 4,944 | $624.8K | 0.14% | −740−13.0% | Reduced |
| Brown Advisory Inc | 4,969 | $628.0K | 0.00% | −1,550−23.8% | Reduced |
| Iron Financial, LLC | 5,000 | $632.0K | 0.36% | −182−3.5% | Reduced |
| Lingohr & Partner Asset Management GmbH | 5,000 | $632.0K | 1.44% | +5,000 | New |
| Macquarie Group Ltd | 5,008 | $633.0K | 0.00% | −4,015−44.5% | Reduced |
| Ascent Group, LLC | 4,896 | $635.2K | 0.06% | +683+16.2% | Added |
| Ieq Capital, LLC | 5,103 | $644.9K | 0.01% | +2,377+87.2% | Added |
| Wambolt & Associates, LLC | 5,153 | $651.3K | 0.21% | +325+6.7% | Added |
| GSB Wealth Management, LLC | 5,196 | $656.7K | 0.20% | +834+19.1% | Added |
| Eisler Capital (UK) Ltd. | 5,833 | $658.0K | 0.06% | +5,833 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,206 | $658.0K | 0.07% | 00.0% | Unchanged |
| Greenleaf Trust | 5,214 | $658.9K | 0.01% | −388−6.9% | Reduced |
| Painted Porch Advisors LLC | 5,215 | $659.1K | 0.51% | +5,215 | New |
| Palisade Asset Management, LLC | 5,270 | $666.0K | 0.07% | +126+2.4% | Added |
| Sound View Wealth Advisors Group, LLC | 5,281 | $667.4K | 0.07% | +81+1.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 5,349 | $676.0K | 0.02% | +512+10.6% | Added |
| Pitcairn Co | 5,445 | $688.1K | 0.05% | −5,490−50.2% | Reduced |
| Petrus Trust Company, LTA | 5,471 | $691.4K | 0.07% | +1,087+24.8% | Added |
| New Mexico Educational Retirement Board | 5,522 | $698.0K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 5,535 | $699.5K | 0.01% | +783+16.5% | Added |
| Greenwich Wealth Management LLC | 5,559 | $703.0K | 0.07% | +160+3.0% | Added |
| Everence Capital Management Inc | 5,630 | $712.0K | 0.05% | 00.0% | Unchanged |
| Trust Point Inc. | 5,687 | $718.7K | 0.06% | +5,687 | New |
| Clean Yield Group | 5,730 | $724.2K | 0.31% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 5,731 | $724.2K | 0.02% | −227−3.8% | Reduced |
| Diversified Trust Co | 5,736 | $724.9K | 0.02% | +395+7.4% | Added |
| Mayflower Financial Advisors, LLC | 5,799 | $732.8K | 0.10% | +24+0.4% | Added |