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 |
|---|---|---|---|---|---|
| Burney Co | 5,932 | $749.7K | 0.03% | +144+2.5% | Added |
| Nisa Investment Advisors, LLC | 5,882 | $743.4K | 0.01% | −1,792−23.4% | Reduced |
| Mayflower Financial Advisors, LLC | 5,799 | $732.8K | 0.10% | +24+0.4% | Added |
| Diversified Trust Co | 5,736 | $724.9K | 0.02% | +395+7.4% | Added |
| Perigon Wealth Management, LLC | 5,731 | $724.2K | 0.02% | −227−3.8% | Reduced |
| Clean Yield Group | 5,730 | $724.2K | 0.31% | 00.0% | Unchanged |
| Trust Point Inc. | 5,687 | $718.7K | 0.06% | +5,687 | New |
| Everence Capital Management Inc | 5,630 | $712.0K | 0.05% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 5,559 | $703.0K | 0.07% | +160+3.0% | Added |
| Avantax Advisory Services, Inc. | 5,535 | $699.5K | 0.01% | +783+16.5% | Added |
| New Mexico Educational Retirement Board | 5,522 | $698.0K | 0.03% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 5,471 | $691.4K | 0.07% | +1,087+24.8% | Added |
| Pitcairn Co | 5,445 | $688.1K | 0.05% | −5,490−50.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,349 | $676.0K | 0.02% | +512+10.6% | Added |
| Sound View Wealth Advisors Group, LLC | 5,281 | $667.4K | 0.07% | +81+1.6% | Added |
| Palisade Asset Management, LLC | 5,270 | $666.0K | 0.07% | +126+2.4% | Added |
| Painted Porch Advisors LLC | 5,215 | $659.1K | 0.51% | +5,215 | New |
| Greenleaf Trust | 5,214 | $658.9K | 0.01% | −388−6.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 5,206 | $658.0K | 0.07% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 5,833 | $658.0K | 0.06% | +5,833 | New |
| GSB Wealth Management, LLC | 5,196 | $656.7K | 0.20% | +834+19.1% | Added |
| Wambolt & Associates, LLC | 5,153 | $651.3K | 0.21% | +325+6.7% | Added |
| Ieq Capital, LLC | 5,103 | $644.9K | 0.01% | +2,377+87.2% | Added |
| Ascent Group, LLC | 4,896 | $635.2K | 0.06% | +683+16.2% | Added |
| Macquarie Group Ltd | 5,008 | $633.0K | 0.00% | −4,015−44.5% | Reduced |
| Lingohr & Partner Asset Management GmbH | 5,000 | $632.0K | 1.44% | +5,000 | New |
| Iron Financial, LLC | 5,000 | $632.0K | 0.36% | −182−3.5% | Reduced |
| Brown Advisory Inc | 4,969 | $628.0K | 0.00% | −1,550−23.8% | Reduced |
| Rowland & Co Investment Counsel | 4,944 | $624.8K | 0.14% | −740−13.0% | Reduced |
| Raymond James Trust N.A. | 4,906 | $620.0K | 0.02% | −536−9.8% | Reduced |
| Ci Investments Inc. | 4,894 | $619.0K | 0.00% | +1,063+27.7% | Added |
| Freestone Capital Holdings, LLC | 4,882 | $617.0K | 0.03% | −693−12.4% | Reduced |
| Teacher Retirement System of Texas | 4,875 | $616.0K | 0.00% | −9,120−65.2% | Reduced |
| Sound Financial Strategies Group, LLC | 4,864 | $614.7K | 0.52% | −713−12.8% | Reduced |
| Veriti Management LLC | 4,855 | $613.6K | 0.05% | +824+20.4% | Added |
| Acadian Asset Management LLC | 4,825 | $608.0K | 0.00% | −45,128−90.3% | Reduced |
| Stratos Wealth Partners, LTD. | 4,794 | $605.9K | 0.01% | −8−0.2% | Reduced |
| Prospera Financial Services Inc | 4,790 | $605.4K | 0.02% | −2,746−36.4% | Reduced |
| Smith, Moore & Co. | 4,772 | $603.1K | 0.07% | −25−0.5% | Reduced |
| Empirical Asset Management, LLC | 4,769 | $602.7K | 0.49% | −418−8.1% | Reduced |
| Independent Advisor Alliance | 4,764 | $602.0K | 0.02% | +527+12.4% | Added |
| Peddock Capital Advisors, LLC | 4,713 | $595.6K | 0.18% | +142+3.1% | Added |
| 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 |
| Portfolio Design Labs, LLC | 4,663 | $589.3K | 0.22% | +4,663 | New |
| B. Metzler seel. Sohn & Co. AG | 4,622 | $584.1K | 0.01% | −2,585−35.9% | Reduced |
| Manchester Capital Management LLC | 4,542 | $574.0K | 0.08% | +104+2.3% | Added |
| Dakota Wealth Management | 4,426 | $559.4K | 0.02% | +4+0.1% | Added |
| We Are One Seven, LLC | 4,402 | $556.3K | 0.03% | +1,229+38.7% | Added |
| Summit Global Investments | 4,328 | $547.0K | 0.04% | −3,790−46.7% | Reduced |
| Peapack Gladstone Financial Corp | 4,319 | $546.0K | 0.01% | −2,132−33.0% | Reduced |
| Metropolitan Life Insurance Co | 4,320 | $546.0K | 0.03% | +96+2.3% | Added |
| Headinvest, LLC | 4,300 | $543.4K | 0.11% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 4,240 | $535.9K | 0.30% | −660−13.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,227 | $534.2K | 0.05% | +452+12.0% | Added |
| IFG Advisory, LLC | 4,216 | $532.8K | 0.04% | −82−1.9% | Reduced |
| North Star Investment Management Corp. | 4,133 | $522.3K | 0.04% | −22,448−84.5% | Reduced |
| HB Wealth Management, LLC | 4,110 | $519.4K | 0.01% | −1,205−22.7% | 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 |
| Schechter Investment Advisors, LLC | 4,067 | $514.0K | 0.04% | −5−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 4,042 | $510.8K | 0.01% | +579+16.7% | Added |
| Retirement Guys Formula LLC | 4,036 | $510.1K | 0.27% | +398+10.9% | Added |
| Exchange Traded Concepts, LLC | 4,009 | $506.7K | 0.01% | −8−0.2% | Reduced |
| Sigma Planning Corp | 3,996 | $505.0K | 0.04% | −3,073−43.5% | Reduced |
| SYSTM Wealth Solutions LLC | 3,966 | $501.3K | 0.07% | −72−1.8% | Reduced |
| Ingalls & Snyder LLC | 3,858 | $488.0K | 0.02% | 00.0% | Unchanged |
| Welch Group, LLC | 3,804 | $480.8K | 0.03% | +1,001+35.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,781 | $477.8K | 0.03% | −302−7.4% | Reduced |
| Beacon Pointe Advisors, LLC | 3,768 | $476.3K | 0.01% | −140−3.6% | Reduced |
| Qtron Investments LLC | 3,704 | $468.1K | 0.08% | 00.0% | Unchanged |
| PGGM Investments | 3,702 | $468.0K | 0.01% | −746−16.8% | Reduced |
| Wolverine Trading, LLC | 3,699 | $467.5K | 0.00% | +3,699 | New |
| Norinchukin Bank, The | 3,692 | $466.6K | 0.01% | −179−4.6% | Reduced |
| First Hawaiian Bank | 3,691 | $466.5K | 0.01% | −210−5.4% | Reduced |
| Physicians Financial Services, Inc. | 3,640 | $460.0K | 0.17% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,613 | $457.0K | 0.00% | +439+13.8% | Added |
| CWA Asset Management Group, LLC | 3,614 | $456.7K | 0.03% | +3,614 | New |
| Signaturefd, LLC | 3,606 | $455.7K | 0.01% | +571+18.8% | 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 |
| Conestoga Capital Advisors, LLC | 3,540 | $447.4K | 0.01% | +20+0.6% | Added |
| Main Street Research LLC | 3,539 | $447.3K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 3,525 | $445.5K | 0.30% | −200−5.4% | Reduced |
| ICW Investment Advisors LLC | 3,493 | $441.5K | 0.21% | −28−0.8% | Reduced |
| Money Concepts Capital Corp | 3,488 | $440.7K | 0.04% | +324+10.2% | Added |
| Kestra Private Wealth Services, LLC | 3,485 | $440.4K | 0.01% | +5+0.1% | Added |
| Balentine LLC | 3,432 | $433.8K | 0.01% | −1,196−25.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,351 | $432.7K | 0.11% | +3,351 | New |
| Metis Global Partners, LLC | 3,418 | $432.0K | 0.02% | −302−8.1% | Reduced |
| GWM Advisors LLC | 3,388 | $428.2K | 0.00% | −272−7.4% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 3,372 | $426.2K | 0.56% | +3,372 | New |
| 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 |
| Northwestern Mutual Investment Management Company, LLC | 3,359 | $424.5K | 0.01% | +136+4.2% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 3,244 | $420.9K | 0.18% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 3,321 | $419.7K | 0.09% | +3,321 | New |
| Commonwealth Financial Services, LLC | 3,304 | $417.5K | 0.10% | +1,620+96.2% | Added |
| Trustmark National Bank Trust Department | 3,268 | $413.0K | 0.04% | −340−9.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,232 | $408.5K | 0.10% | −145−4.3% | Reduced |