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 |
|---|---|---|---|---|---|
| Cassady Schiller Wealth Management, LLC | 511 | $72.7K | 0.04% | +406+386.7% | Added |
| Rockbridge Investment Management, LCC | 566 | $71.5K | 0.01% | +566 | New |
| Salem Investment Counselors Inc | 560 | $70.8K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 555 | $70.1K | 0.02% | −1,100−66.5% | Reduced |
| First Horizon Advisors, Inc. | 549 | $69.4K | 0.00% | +14+2.6% | Added |
| Criterion Capital Advisors, LLC | 540 | $68.2K | 0.05% | +540 | New |
| Johnson Financial Group, Inc. | 539 | $68.1K | 0.00% | −3,630−87.1% | Reduced |
| Parkside Financial Bank & Trust | 534 | $67.5K | 0.01% | −332−38.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 531 | $67.1K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 493 | $64.9K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 486 | $61.4K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 488 | $60.0K | 0.00% | −81−14.2% | Reduced |
| Planned Solutions, Inc. | 463 | $58.5K | 0.03% | +463 | New |
| Global Financial Private Client, LLC | 454 | $57.5K | 0.03% | 00.0% | Unchanged |
| Centiva Capital, LP | 454 | $57.4K | 0.00% | −7,774−94.5% | Reduced |
| St Germain D J Co Inc | 447 | $56.5K | 0.00% | −26−5.5% | Reduced |
| Financial Freedom, LLC | 425 | $53.7K | 0.03% | +2+0.5% | Added |
| Pinnacle Bancorp, Inc. | 420 | $53.1K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 409 | $51.7K | 0.01% | +178+77.1% | Added |
| First Financial Corp | 400 | $50.6K | 0.03% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 394 | $49.8K | 0.00% | −317−44.6% | Reduced |
| Perkins Coie Trust Co | 392 | $49.5K | 0.01% | −2−0.5% | Reduced |
| GW&K Investment Management, LLC | 387 | $49.0K | 0.00% | −8−2.0% | Reduced |
| EverSource Wealth Advisors, LLC | 376 | $47.5K | 0.00% | −349−48.1% | Reduced |
| Sawyer & Company, Inc | 373 | $47.0K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 371 | $46.9K | 0.02% | +6+1.6% | Added |
| Monetary Management Group Inc | 350 | $44.2K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 342 | $43.2K | 0.00% | +342 | New |
| Addison Advisors LLC | 334 | $42.2K | 0.02% | +33+11.0% | Added |
| Key Financial Inc | 329 | $41.6K | 0.01% | +8+2.5% | Added |
| Highlander Capital Management, LLC | 327 | $41.3K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 325 | $41.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 313 | $39.6K | 0.00% | +313 | New |
| Investors Research Corp | 282 | $35.6K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 284 | $35.0K | 0.01% | +272+2,266.7% | Added |
| Harbor Investment Advisory, LLC | 273 | $34.5K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 262 | $33.0K | 0.00% | +262 | New |
| Cooksen Wealth, LLC | 260 | $32.9K | 0.04% | +260 | New |
| Colonial Trust Co | 255 | $32.1K | 0.01% | −27−9.6% | Reduced |
| Bamco Inc | 251 | $31.7K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 250 | $31.6K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 250 | $31.6K | 0.01% | +250 | New |
| Smartleaf Asset Management LLC | 251 | $31.6K | 0.01% | +251 | New |
| Ulland Investment Advisors, LLC | 242 | $31.0K | 0.03% | +2+0.8% | Added |
| Glassman Wealth Services | 245 | $30.9K | 0.00% | −14−5.4% | Reduced |
| Tompkins Financial Corp | 235 | $29.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 215 | $27.2K | 0.00% | +2+0.9% | Added |
| Beacon Capital Management, LLC | 221 | $27.2K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 214 | $27.0K | 0.01% | −796−78.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 203 | $26.0K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 205 | $25.9K | 0.00% | −85−29.3% | Reduced |
| 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 |
| 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 |
| West Tower Group, LLC | 199 | $25.1K | 0.05% | +199 | New |
| First Manhattan Co | 187 | $23.6K | 0.00% | −14−7.0% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 187 | $23.6K | 0.01% | +187 | New |
| NBC Securities, Inc. | 186 | $23.0K | 0.00% | +1+0.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 170 | $21.5K | 0.01% | +170 | New |
| DT Investment Partners, LLC | 153 | $20.3K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 160 | $20.2K | 0.00% | −2−1.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 159 | $20.1K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 155 | $19.6K | 0.00% | +155 | New |
| Plante Moran Financial Advisors, LLC | 151 | $19.1K | 0.00% | −290−65.8% | Reduced |
| Core Alternative Capital | 150 | $19.0K | 0.00% | −1,550−91.2% | Reduced |
| BKM Wealth Management, LLC | 140 | $17.7K | 0.01% | +140 | New |
| Assetmark, Inc | 136 | $17.2K | 0.00% | +11+8.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 133 | $16.8K | 0.00% | −156−54.0% | Reduced |
| Chelsea Counsel Co | 130 | $16.4K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 128 | $16.2K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 125 | $15.8K | 0.01% | +16+14.7% | Added |
| Richard W. Paul & Associates, LLC | 125 | $15.8K | 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 |
| Atticus Wealth Management, LLC | 124 | $15.7K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 124 | $15.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 123 | $15.5K | 0.00% | −134−52.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 122 | $15.5K | 0.01% | +1+0.8% | Added |
| Jones Financial Companies LLLP | 122 | $15.4K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 121 | $15.3K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 120 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 116 | $14.6K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 125 | $14.5K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 114 | $14.4K | 0.01% | +114 | New |
| True Wealth Design, LLC | 112 | $14.2K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 112 | $14.2K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 109 | $13.8K | 0.00% | −29−21.0% | Reduced |
| Sittner & Nelson, LLC | 107 | $13.5K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 105 | $13.3K | 0.01% | +35+50.0% | Added |
| Planning Capital Management Corp | 105 | $13.3K | 0.01% | +105 | New |
| JFS Wealth Advisors, LLC | 102 | $12.9K | 0.00% | −6−5.6% | Reduced |
| Creekmur Asset Management LLC | 101 | $12.8K | 0.00% | +101 | New |
| Center for Financial Planning, Inc. | 101 | $12.8K | 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 |
| Salomon & Ludwin, LLC | 102 | $12.5K | 0.00% | 00.0% | Unchanged |