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, Q1 2024
Institutional positions in J M SMUCKER Co as of Mar 31, 2024. 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
- 886
- −10 vs. Q4 2023
- Shares held
- 85.4M
- −1.47M (−1.7%) vs. Q4 2023
- Total value
- $10.7B
- −$238.7M (−2.2%) vs. Q4 2023
- New holders
- 91
- 254 more added
- Sold out
- 101
- 363 more reduced
6 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding J M SMUCKER Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 739 | $93.0K | 0.00% | −190−20.5% | Reduced |
| Geneos Wealth Management Inc. | 748 | $94.2K | 0.00% | −1,262−62.8% | Reduced |
| Jones Financial Companies LLLP | 775 | $97.5K | 0.00% | +653+535.2% | Added |
| Brown Brothers Harriman & Co | 777 | $97.8K | 0.00% | −734−48.6% | Reduced |
| Stone House Investment Management, LLC | 789 | $99.3K | 0.02% | +4+0.5% | Added |
| First Horizon Advisors, Inc. | 792 | $99.7K | 0.00% | +243+44.3% | Added |
| Pittenger & Anderson Inc | 800 | $100.7K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 800 | $100.7K | 0.03% | +800 | New |
| Caldwell Trust Co | 854 | $107.5K | 0.01% | −253−22.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 860 | $108.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 898 | $113.0K | 0.00% | +289+47.5% | Added |
| Bullock Wealth Management Group | 908 | $113.3K | 0.08% | +908 | New |
| AlphaMark Advisors, LLC | 908 | $114.0K | 0.04% | −6−0.7% | Reduced |
| Manchester Capital Management LLC | 926 | $116.6K | 0.01% | −3,616−79.6% | Reduced |
| Whittier Trust Co | 967 | $121.7K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,001 | $126.0K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,009 | $126.0K | 0.00% | −3,816−79.1% | Reduced |
| McIlrath & Eck, LLC | 1,024 | $128.9K | 0.02% | −36−3.4% | Reduced |
| Covestor Ltd | 1,054 | $133.0K | 0.08% | −39−3.6% | Reduced |
| AlphaCentric Advisors LLC | 1,196 | $150.5K | 0.09% | −102−7.9% | Reduced |
| Westpac Banking Corp | 1,205 | $151.7K | 0.01% | −7,019−85.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,410 | $177.5K | 0.09% | +10+0.7% | Added |
| GAMMA Investing LLC | 1,416 | $178.2K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 1,419 | $178.6K | 0.02% | −26−1.8% | Reduced |
| Sit Investment Associates Inc | 1,420 | $179.0K | 0.00% | +515+56.9% | Added |
| Centaurus Financial, Inc. | 1,489 | $187.0K | 0.01% | −82−5.2% | Reduced |
| Smithfield Trust Co | 1,489 | $187.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,504 | $187.6K | 0.01% | −56−3.6% | Reduced |
| HBW Advisory Services LLC | 1,526 | $193.0K | 0.04% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,560 | $196.3K | 0.03% | −5,437−77.7% | Reduced |
| Adirondack Trust Co | 1,587 | $199.8K | 0.08% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 1,591 | $200.3K | 0.00% | −301−15.9% | Reduced |
| Shufro Rose & Co LLC | 1,595 | $200.8K | 0.02% | −1,650−50.8% | Reduced |
| SeaCrest Wealth Management, LLC | 1,599 | $201.3K | 0.02% | +1,599 | New |
| Tarbox Family Office, Inc. | 1,600 | $201.4K | 0.04% | −1−0.1% | Reduced |
| Two Sigma Securities, LLC | 1,601 | $201.5K | 0.01% | −1,308−45.0% | Reduced |
| Fiduciary Trust Co | 1,607 | $202.3K | 0.00% | −62−3.7% | Reduced |
| Guyasuta Investment Advisors Inc | 1,603 | $202.6K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,614 | $203.2K | 0.01% | +67+4.3% | Added |
| Everhart Financial Group, Inc. | 1,617 | $203.5K | 0.06% | +1,617 | New |
| PDS Planning, Inc | 1,631 | $205.3K | 0.02% | +34+2.1% | Added |
| Soltis Investment Advisors LLC | 1,654 | $208.2K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 1,693 | $213.1K | 0.00% | −160−8.6% | Reduced |
| Investment Management Corp of Ontario | 1,693 | $213.1K | 0.01% | −800−32.1% | Reduced |
| Geller Advisors LLC | 1,700 | $214.0K | 0.02% | −124−6.8% | Reduced |
| North Star Asset Management Inc | 1,700 | $214.0K | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 1,700 | $214.0K | 0.01% | 00.0% | Unchanged |
| Baker Chad R | 1,700 | $214.0K | 0.05% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 1,415 | $214.0K | 0.15% | +1,415 | New |
| Vantage Consulting Group Inc | 1,703 | $214.4K | 0.14% | +21+1.2% | Added |
| Brookstone Capital Management | 1,746 | $219.8K | 0.00% | +86+5.2% | Added |
| Sachetta, LLC | 1,745 | $220.5K | 0.10% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 1,770 | $222.8K | 0.16% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 1,773 | $223.2K | 0.21% | −8−0.4% | Reduced |
| Moller Financial Services | 1,778 | $223.8K | 0.06% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,782 | $224.4K | 0.02% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 1,784 | $224.6K | 0.01% | −110−5.8% | Reduced |
| Cobblestone Capital Advisors LLC | 1,785 | $224.7K | 0.01% | +1,785 | New |
| Carnegie Capital Asset Management, LLC | 1,795 | $225.9K | 0.01% | −100−5.3% | Reduced |
| Klingman & Associates, LLC | 1,803 | $226.9K | 0.02% | −3−0.2% | Reduced |
| Gleason Group, Inc. | 1,805 | $227.2K | 0.05% | +16+0.9% | Added |
| Congress Wealth Management LLC | 1,808 | $227.6K | 0.00% | −370−17.0% | Reduced |
| Nwam LLC | 2,007 | $228.2K | 0.02% | +55+2.8% | Added |
| Tyche Wealth Partners LLC | 1,817 | $228.7K | 0.06% | +1+0.1% | Added |
| Schnieders Capital Management LLC | 1,818 | $228.8K | 0.05% | −1,503−45.3% | Reduced |
| United Capital Financial Advisers, LLC | 1,821 | $229.2K | 0.00% | −132−6.8% | Reduced |
| Penn Mutual Asset Management, LLC | 1,825 | $229.7K | 0.49% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 1,826 | $229.9K | 0.00% | −131−6.7% | Reduced |
| Gateway Investment Advisers LLC | 1,829 | $230.2K | 0.00% | −10−0.5% | Reduced |
| Wealth Group, Ltd. | 1,832 | $231.0K | 0.17% | +1,832 | New |
| Kingsview Wealth Management, LLC | 1,843 | $232.0K | 0.01% | −73−3.8% | Reduced |
| KFG Wealth Management, LLC | 1,850 | $232.9K | 0.10% | +1,850 | New |
| PFG Investments, LLC | 1,850 | $232.9K | 0.01% | +1,850 | New |
| West Family Investments, Inc. | 1,858 | $233.9K | 0.07% | +1,858 | New |
| Strategic Blueprint, LLC | 1,861 | $234.3K | 0.02% | +28+1.5% | Added |
| Cary Street Partner Investment Advisory LLC | 1,867 | $235.0K | 0.01% | −102−5.2% | Reduced |
| Jentner Corp | 1,891 | $238.0K | 0.08% | +14+0.7% | Added |
| Cypress Capital Group | 1,895 | $238.5K | 0.03% | +125+7.1% | Added |
| Pinnacle Financial Partners Inc | 1,902 | $239.4K | 0.01% | −156−7.6% | Reduced |
| Oppenheimer & Co Inc | 1,913 | $240.8K | 0.00% | +57+3.1% | Added |
| Congress Asset Management Co | 1,918 | $241.4K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,921 | $241.8K | 0.00% | −4,575−70.4% | Reduced |
| Morningstar Investment Management LLC | 1,934 | $243.0K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 1,933 | $243.0K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 1,976 | $248.7K | 0.00% | +1,976 | New |
| Wahed Invest LLC | 1,988 | $250.2K | 0.06% | +240+13.7% | Added |
| Northeast Financial Consultants Inc | 2,000 | $251.7K | 0.01% | 00.0% | Unchanged |
| Rathbone Brothers plc | 2,000 | $251.7K | 0.00% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 2,000 | $251.7K | 0.09% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 2,002 | $252.0K | 0.05% | 00.0% | Unchanged |
| Regions Financial Corp | 2,008 | $252.7K | 0.00% | −26−1.3% | Reduced |
| Archetype Wealth Partners | 2,049 | $258.0K | 0.04% | +2,049 | New |
| Kinneret Advisory, LLC | 2,058 | $259.0K | 0.03% | −6−0.3% | Reduced |
| Forum Financial Management, LP | 2,063 | $259.7K | 0.00% | +10.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,066 | $260.0K | 0.04% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 2,075 | $261.2K | 0.00% | −14,228−87.3% | Reduced |
| First National Trust Co | 2,077 | $261.4K | 0.01% | −33−1.6% | Reduced |
| Atlas Wealth LLC | 2,079 | $261.7K | 0.13% | +5+0.2% | Added |
| Roberts Glore & Co Inc | 2,093 | $263.4K | 0.08% | −100−4.6% | Reduced |
| Saybrook Capital | 2,100 | $264.0K | 0.07% | −250−10.6% | Reduced |