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 |
|---|---|---|---|---|---|
| Wahed Invest LLC | 1,988 | $250.2K | 0.06% | +240+13.7% | Added |
| Savant Capital, LLC | 1,976 | $248.7K | 0.00% | +1,976 | New |
| 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 |
| Cullen/Frost Bankers, Inc. | 1,921 | $241.8K | 0.00% | −4,575−70.4% | Reduced |
| Congress Asset Management Co | 1,918 | $241.4K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 1,913 | $240.8K | 0.00% | +57+3.1% | Added |
| Pinnacle Financial Partners Inc | 1,902 | $239.4K | 0.01% | −156−7.6% | Reduced |
| Cypress Capital Group | 1,895 | $238.5K | 0.03% | +125+7.1% | Added |
| Jentner Corp | 1,891 | $238.0K | 0.08% | +14+0.7% | Added |
| Cary Street Partner Investment Advisory LLC | 1,867 | $235.0K | 0.01% | −102−5.2% | Reduced |
| Strategic Blueprint, LLC | 1,861 | $234.3K | 0.02% | +28+1.5% | Added |
| West Family Investments, Inc. | 1,858 | $233.9K | 0.07% | +1,858 | New |
| PFG Investments, LLC | 1,850 | $232.9K | 0.01% | +1,850 | New |
| KFG Wealth Management, LLC | 1,850 | $232.9K | 0.10% | +1,850 | New |
| Kingsview Wealth Management, LLC | 1,843 | $232.0K | 0.01% | −73−3.8% | Reduced |
| Wealth Group, Ltd. | 1,832 | $231.0K | 0.17% | +1,832 | New |
| Gateway Investment Advisers LLC | 1,829 | $230.2K | 0.00% | −10−0.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 1,826 | $229.9K | 0.00% | −131−6.7% | Reduced |
| Penn Mutual Asset Management, LLC | 1,825 | $229.7K | 0.49% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 1,821 | $229.2K | 0.00% | −132−6.8% | Reduced |
| Schnieders Capital Management LLC | 1,818 | $228.8K | 0.05% | −1,503−45.3% | Reduced |
| Tyche Wealth Partners LLC | 1,817 | $228.7K | 0.06% | +1+0.1% | Added |
| Nwam LLC | 2,007 | $228.2K | 0.02% | +55+2.8% | Added |
| Congress Wealth Management LLC | 1,808 | $227.6K | 0.00% | −370−17.0% | Reduced |
| Gleason Group, Inc. | 1,805 | $227.2K | 0.05% | +16+0.9% | Added |
| Klingman & Associates, LLC | 1,803 | $226.9K | 0.02% | −3−0.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,795 | $225.9K | 0.01% | −100−5.3% | Reduced |
| Cobblestone Capital Advisors LLC | 1,785 | $224.7K | 0.01% | +1,785 | New |
| Wetherby Asset Management Inc | 1,784 | $224.6K | 0.01% | −110−5.8% | Reduced |
| Delta Asset Management LLC | 1,782 | $224.4K | 0.02% | 00.0% | Unchanged |
| Moller Financial Services | 1,778 | $223.8K | 0.06% | 00.0% | Unchanged |
| Kennon-Green & Company, LLC | 1,773 | $223.2K | 0.21% | −8−0.4% | Reduced |
| Affinity Investment Advisors, LLC | 1,770 | $222.8K | 0.16% | 00.0% | Unchanged |
| Sachetta, LLC | 1,745 | $220.5K | 0.10% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,746 | $219.8K | 0.00% | +86+5.2% | Added |
| Vantage Consulting Group Inc | 1,703 | $214.4K | 0.14% | +21+1.2% | Added |
| Legacy Capital Wealth Partners, LLC | 1,415 | $214.0K | 0.15% | +1,415 | New |
| 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 |
| Investment Management Corp of Ontario | 1,693 | $213.1K | 0.01% | −800−32.1% | Reduced |
| Umb Bank N A | 1,693 | $213.1K | 0.00% | −160−8.6% | Reduced |
| Soltis Investment Advisors LLC | 1,654 | $208.2K | 0.02% | 00.0% | Unchanged |
| PDS Planning, Inc | 1,631 | $205.3K | 0.02% | +34+2.1% | Added |
| Everhart Financial Group, Inc. | 1,617 | $203.5K | 0.06% | +1,617 | New |
| Horizon Investments, LLC | 1,614 | $203.2K | 0.01% | +67+4.3% | Added |
| Guyasuta Investment Advisors Inc | 1,603 | $202.6K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 1,607 | $202.3K | 0.00% | −62−3.7% | Reduced |
| Two Sigma Securities, LLC | 1,601 | $201.5K | 0.01% | −1,308−45.0% | Reduced |
| Tarbox Family Office, Inc. | 1,600 | $201.4K | 0.04% | −1−0.1% | Reduced |
| SeaCrest Wealth Management, LLC | 1,599 | $201.3K | 0.02% | +1,599 | New |
| Shufro Rose & Co LLC | 1,595 | $200.8K | 0.02% | −1,650−50.8% | Reduced |
| InterOcean Capital Group, LLC | 1,591 | $200.3K | 0.00% | −301−15.9% | Reduced |
| Adirondack Trust Co | 1,587 | $199.8K | 0.08% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,560 | $196.3K | 0.03% | −5,437−77.7% | Reduced |
| HBW Advisory Services LLC | 1,526 | $193.0K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,504 | $187.6K | 0.01% | −56−3.6% | Reduced |
| 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 |
| Sit Investment Associates Inc | 1,420 | $179.0K | 0.00% | +515+56.9% | Added |
| Private Trust Co NA | 1,419 | $178.6K | 0.02% | −26−1.8% | Reduced |
| GAMMA Investing LLC | 1,416 | $178.2K | 0.04% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 1,410 | $177.5K | 0.09% | +10+0.7% | Added |
| Westpac Banking Corp | 1,205 | $151.7K | 0.01% | −7,019−85.3% | Reduced |
| AlphaCentric Advisors LLC | 1,196 | $150.5K | 0.09% | −102−7.9% | Reduced |
| Covestor Ltd | 1,054 | $133.0K | 0.08% | −39−3.6% | Reduced |
| McIlrath & Eck, LLC | 1,024 | $128.9K | 0.02% | −36−3.4% | Reduced |
| Acadian Asset Management LLC | 1,009 | $126.0K | 0.00% | −3,816−79.1% | Reduced |
| Knuff & Co LLC | 1,001 | $126.0K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 967 | $121.7K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 926 | $116.6K | 0.01% | −3,616−79.6% | Reduced |
| AlphaMark Advisors, LLC | 908 | $114.0K | 0.04% | −6−0.7% | Reduced |
| Bullock Wealth Management Group | 908 | $113.3K | 0.08% | +908 | New |
| Massmutual Trust Co FSB | 898 | $113.0K | 0.00% | +289+47.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 860 | $108.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 854 | $107.5K | 0.01% | −253−22.9% | Reduced |
| Pittenger & Anderson Inc | 800 | $100.7K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 800 | $100.7K | 0.03% | +800 | New |
| First Horizon Advisors, Inc. | 792 | $99.7K | 0.00% | +243+44.3% | Added |
| Stone House Investment Management, LLC | 789 | $99.3K | 0.02% | +4+0.5% | Added |
| Brown Brothers Harriman & Co | 777 | $97.8K | 0.00% | −734−48.6% | Reduced |
| Jones Financial Companies LLLP | 775 | $97.5K | 0.00% | +653+535.2% | Added |
| Geneos Wealth Management Inc. | 748 | $94.2K | 0.00% | −1,262−62.8% | Reduced |
| Ronald Blue Trust, Inc. | 739 | $93.0K | 0.00% | −190−20.5% | Reduced |
| Bank of New Hampshire | 735 | $92.5K | 0.02% | −1,110−60.2% | Reduced |
| Spire Wealth Management | 719 | $90.5K | 0.00% | +79+12.3% | Added |
| Sound Income Strategies, LLC | 713 | $89.8K | 0.01% | −1−0.1% | Reduced |
| Pinnacle Bancorp, Inc. | 667 | $84.0K | 0.02% | +247+58.8% | Added |
| Citizens National Bank Trust Department | 664 | $83.6K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 663 | $82.7K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 640 | $80.5K | 0.02% | +389+155.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 596 | $75.0K | 0.00% | +567+1,955.2% | Added |
| Barrett & Company, Inc. | 591 | $74.4K | 0.04% | +3+0.5% | Added |
| Global Retirement Partners, LLC | 589 | $74.2K | 0.00% | −6−1.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 571 | $72.0K | 0.01% | −9−1.6% | Reduced |
| Salem Investment Counselors Inc | 560 | $70.5K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 540 | $68.0K | 0.05% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 531 | $67.0K | 0.00% | −9,084−94.5% | Reduced |