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 |
|---|---|---|---|---|---|
| Pinnacle Financial Partners Inc | 2,058 | $260.1K | 0.01% | +125+6.5% | Added |
| Inceptionr LLC | 2,045 | $258.4K | 0.18% | +2,045 | New |
| Regions Financial Corp | 2,034 | $257.1K | 0.00% | −24−1.2% | Reduced |
| Atlas Wealth LLC | 2,074 | $254.9K | 0.14% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,010 | $254.0K | 0.01% | −336−14.3% | Reduced |
| Northeast Financial Consultants Inc | 2,000 | $252.8K | 0.01% | 00.0% | Unchanged |
| 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 |
| Cary Street Partner Investment Advisory LLC | 1,969 | $248.8K | 0.01% | −694−26.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,957 | $247.4K | 0.00% | −51−2.5% | Reduced |
| United Capital Financial Advisers, LLC | 1,953 | $246.9K | 0.00% | +1,953 | New |
| Nwam LLC | 1,952 | $246.7K | 0.02% | +1,952 | New |
| Morningstar Investment Management LLC | 1,934 | $244.0K | 0.03% | +56+3.0% | Added |
| Symmetry Partners, LLC | 1,933 | $243.0K | 0.01% | 00.0% | Unchanged |
| Congress Asset Management Co | 1,918 | $242.4K | 0.00% | −200−9.4% | Reduced |
| Kingsview Wealth Management, LLC | 1,916 | $242.1K | 0.01% | −232−10.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,895 | $239.5K | 0.01% | −150−7.3% | Reduced |
| Wetherby Asset Management Inc | 1,894 | $239.4K | 0.01% | −19−1.0% | Reduced |
| InterOcean Capital Group, LLC | 1,892 | $239.1K | 0.01% | −2,331−55.2% | Reduced |
| Blueshift Asset Management, LLC | 1,881 | $237.7K | 0.13% | −1,335−41.5% | Reduced |
| Jentner Corp | 1,877 | $237.2K | 0.09% | +1,877 | New |
| Apollon Wealth Management, LLC | 1,875 | $237.0K | 0.01% | +1,875 | New |
| Oppenheimer & Co Inc | 1,856 | $234.6K | 0.00% | −26−1.4% | Reduced |
| Umb Bank N A | 1,853 | $234.2K | 0.00% | −582−23.9% | Reduced |
| Bank of New Hampshire | 1,845 | $233.2K | 0.07% | −6,700−78.4% | Reduced |
| Gateway Investment Advisers LLC | 1,839 | $232.4K | 0.00% | −68−3.6% | Reduced |
| Strategic Blueprint, LLC | 1,833 | $231.6K | 0.02% | +36+2.0% | Added |
| Penn Mutual Asset Management, LLC | 1,825 | $230.6K | 0.18% | +1,825 | New |
| Geller Advisors LLC | 1,824 | $230.5K | 0.02% | +1,824 | New |
| Tyche Wealth Partners LLC | 1,816 | $229.5K | 0.06% | +1,816 | New |
| Klingman & Associates, LLC | 1,806 | $228.2K | 0.02% | +61+3.5% | Added |
| Gleason Group, Inc. | 1,789 | $226.1K | 0.05% | +17+1.0% | Added |
| Delta Asset Management LLC | 1,782 | $225.3K | 0.02% | +4+0.2% | Added |
| Kennon-Green & Company, LLC | 1,781 | $225.1K | 0.23% | −915−33.9% | Reduced |
| Atlas Capital Advisors LLC | 1,779 | $224.9K | 0.03% | −642−26.5% | Reduced |
| Moller Financial Services | 1,778 | $224.7K | 0.06% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 1,777 | $224.6K | 0.01% | +1,777 | New |
| 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 |
| Wahed Invest LLC | 1,748 | $220.9K | 0.06% | +197+12.7% | Added |
| Sachetta, LLC | 1,745 | $220.5K | 0.10% | +1,745 | New |
| Trilogy Capital Inc. | 1,728 | $218.4K | 0.01% | −283−14.1% | Reduced |
| Choate Investment Advisors | 1,718 | $217.1K | 0.01% | +1,718 | 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 |
| Vantage Consulting Group Inc | 1,682 | $212.6K | 0.14% | +1,682 | New |
| Simplex Trading, LLC | 1,674 | $211.0K | 0.01% | −1,863−52.7% | Reduced |
| Fiduciary Trust Co | 1,669 | $210.9K | 0.00% | +29+1.8% | Added |
| Red Door Wealth Management, LLC | 1,662 | $210.1K | 0.05% | +1,662 | New |
| Brookstone Capital Management | 1,660 | $209.8K | 0.00% | +1,660 | New |
| Hurlow Wealth Management Group, Inc. | 1,654 | $209.0K | 0.08% | −2−0.1% | Reduced |
| Soltis Investment Advisors LLC | 1,654 | $209.0K | 0.02% | −9−0.5% | Reduced |
| Summit Financial, LLC | 1,625 | $205.4K | 0.01% | +1,625 | New |
| BSW Wealth Partners | 1,612 | $203.7K | 0.04% | +1,612 | New |
| Fisher Asset Management, LLC | 1,610 | $203.5K | 0.00% | +1,610 | New |
| Guyasuta Investment Advisors Inc | 1,603 | $202.6K | 0.01% | −4,000−71.4% | Reduced |
| SevenBridge Financial Group, LLC | 1,602 | $202.5K | 0.05% | +1,602 | New |
| Tarbox Family Office, Inc. | 1,601 | $202.3K | 0.04% | +1,601 | New |
| PDS Planning, Inc | 1,597 | $201.8K | 0.02% | +1,597 | New |
| Doliver Advisors, LP | 1,592 | $201.2K | 0.06% | +1,592 | New |
| Centaurus Financial, Inc. | 1,571 | $199.0K | 0.02% | −944−37.5% | Reduced |
| Farther Finance Advisors, LLC | 1,560 | $197.2K | 0.01% | +463+42.2% | Added |
| Horizon Investments, LLC | 1,547 | $195.5K | 0.01% | +84+5.7% | Added |
| HBW Advisory Services LLC | 1,526 | $193.0K | 0.04% | −76−4.7% | Reduced |
| Brown Brothers Harriman & Co | 1,511 | $191.0K | 0.00% | −564−27.2% | Reduced |
| Adirondack Trust Co | 1,587 | $190.7K | 0.08% | −19−1.2% | Reduced |
| Smithfield Trust Co | 1,489 | $187.0K | 0.01% | −100−6.3% | Reduced |
| GAMMA Investing LLC | 1,416 | $186.3K | 0.05% | +1,416 | New |
| Private Trust Co NA | 1,445 | $182.6K | 0.02% | +25+1.8% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,400 | $176.9K | 0.10% | +11+0.8% | Added |
| UniSuper Management Pty Ltd | 1,357 | $171.5K | 0.00% | +557+69.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,343 | $169.7K | 0.00% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 1,298 | $164.0K | 0.11% | −178−12.1% | Reduced |
| Tradition Wealth Management, LLC | 1,217 | $154.0K | 0.02% | +83+7.3% | Added |
| Caldwell Trust Co | 1,107 | $139.9K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,093 | $138.0K | 0.09% | +92+9.2% | Added |
| McIlrath & Eck, LLC | 1,060 | $133.9K | 0.02% | +1+0.1% | Added |
| Knuff & Co LLC | 1,001 | $126.5K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co | 967 | $122.2K | 0.00% | −328−25.3% | Reduced |
| Advisory Services Network, LLC | 945 | $119.4K | 0.00% | −1,493−61.2% | Reduced |
| AlphaMark Advisors, LLC | 914 | $116.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Proequities, Inc. | 901 | $113.9K | 0.01% | +307+51.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 860 | $108.0K | 0.01% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 840 | $106.2K | 0.02% | +840 | New |
| Pittenger & Anderson Inc | 800 | $101.1K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 785 | $99.3K | 0.03% | −17−2.1% | Reduced |
| TD Private Client Wealth LLC | 770 | $97.3K | 0.00% | +374+94.4% | Added |
| Sound Income Strategies, LLC | 714 | $90.3K | 0.01% | +686+2,450.0% | Added |
| Citizens National Bank Trust Department | 664 | $83.9K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 663 | $83.8K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 640 | $82.7K | 0.00% | −7−1.1% | Reduced |
| Massmutual Trust Co FSB | 609 | $77.0K | 0.00% | +478+364.9% | Added |
| Bangor Savings Bank | 604 | $76.3K | 0.01% | −18−2.9% | Reduced |
| Global Retirement Partners, LLC | 595 | $76.2K | 0.00% | +33+5.9% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 600 | $75.0K | 0.03% | +590+5,900.0% | Added |
| Barrett & Company, Inc. | 588 | $74.4K | 0.04% | +2+0.3% | Added |
| Transamerica Financial Advisors, Inc. | 580 | $74.0K | 0.01% | −102−15.0% | Reduced |