Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns The J. M. Smucker Company (SJM)


Which tracked institutional funds hold SJM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SJM company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

818
Institutional holders
96M
Shares held (tracked funds)
89.7%
Of shares outstanding

How the tape is positioned

170 tracked funds added or opened SJM while 170 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

SJM’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SJM more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in SJM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 815 tracked filers holding SJM, 413 increased or opened the position and 385 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in SJM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 62

  • VANGUARD CAPITAL MANAGEMENT LLC$651M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$470M
  • CAPITOLIS LIQUID GLOBAL MARKETS LLC$119M
  • Qube Research & Technologies Ltd$75M
  • VANGUARD FIDUCIARY TRUST CO$57M
  • JANE STREET GROUP, LLC$49M

Full exits 51

  • VANGUARD GROUP INC$1.2B
  • Capitolis Liquid Global Markets LLC$128M
  • TWO SIGMA ADVISERS, LP$88M
  • ExodusPoint Capital Management, LP$32M
  • AVIVA PLC$8M
  • Taproot Management LP$7M

Largest adds

  • UBS Group AG$194M
  • GOLDMAN SACHS GROUP INC$71M
  • BESSEMER GROUP INC$70M
  • FMR LLC$61M
  • DIMENSIONAL FUND ADVISORS LP$46M
  • AQR CAPITAL MANAGEMENT LLC$45M

Largest trims

  • BlackRock, Inc.$333M
  • MARSHALL WACE, LLP$119M
  • BARCLAYS PLC$108M
  • MILLENNIUM MANAGEMENT LLC$106M
  • STATE STREET CORP$76M
  • CITADEL ADVISORS LLC$71M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
VANGUARD CAPITAL MANAGEMENT LLC new6,746,043$651M6.4%2026-Q1
STATE STREET CORP trimmed6,495,802$626M6.2%2026-Q1
UBS Group AG added5,989,033$578M5.7%2026-Q1
BlackRock, Inc. trimmed5,153,167$497M4.9%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new4,877,664$470M4.6%2026-Q1
DIMENSIONAL FUND ADVISORS LP added3,920,718$378M3.7%2026-Q1
BARCLAYS PLC trimmed3,038,452$293M2.9%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added2,841,104$274M2.7%2026-Q1
Invesco Ltd. trimmed2,262,666$218M2.2%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added2,190,076$211M2.1%2026-Q1
FMR LLC added2,188,233$211M2.1%2026-Q1
MORGAN STANLEY trimmed2,164,404$209M2.1%2026-Q1
Point72 Asset Management, L.P. added1,980,570$191M1.9%2026-Q1
CITADEL ADVISORS LLC trimmed1,935,012$187M1.8%2026-Q1
ARIEL INVESTMENTS, LLC added1,860,459$179M1.8%2026-Q1
TWO SIGMA INVESTMENTS, LP added1,646,723$159M1.6%2026-Q1
ProShare Advisors LLC added1,635,476$158M1.6%2026-Q1
NORGES BANK added1,125,110$133M1.3%2026-Q1
GOLDMAN SACHS GROUP INC added1,317,246$127M1.3%2026-Q1
CAPITOLIS LIQUID GLOBAL MARKETS LLC new1,229,845$119M1.2%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. trimmed1,166,288$112M1.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,089,703$105M1.0%2026-Q1
DEUTSCHE BANK AG\ trimmed1,044,563$101M1.0%2026-Q1
NORTHERN TRUST CORP trimmed897,194$87M0.9%2026-Q1
Bank of New York Mellon Corp trimmed856,021$83M0.8%2026-Q1
LSV ASSET MANAGEMENT added783,300$76M0.7%2026-Q1
JPMORGAN CHASE & CO added790,103$75M0.7%2026-Q1
Qube Research & Technologies Ltd added773,784$75M0.7%2026-Q1
BANK OF AMERICA CORP /DE/ added767,336$74M0.7%2026-Q1
AQR CAPITAL MANAGEMENT LLC added749,871$71M0.7%2026-Q1
BESSEMER GROUP INC added726,112$70M0.7%2026-Q1
FIRST TRUST ADVISORS LP added657,159$63M0.6%2026-Q1
STALEY CAPITAL ADVISERS INC added637,660$61M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new596,090$57M0.6%2026-Q1
WELLS FARGO & COMPANY/MN added550,812$53M0.5%2026-Q1
Verition Fund Management LLC added535,463$52M0.5%2026-Q1
JANE STREET GROUP, LLC added508,859$49M0.5%2026-Q1
Vest Financial, LLC added506,744$49M0.5%2026-Q1
Amundi trimmed505,438$49M0.5%2026-Q1
Advisors Capital Management, LLC added434,372$42M0.4%2026-Q1
D. E. Shaw & Co., Inc. trimmed417,302$40M0.4%2026-Q1
BANK OF NOVA SCOTIA added404,328$39M0.4%2026-Q1
NOMURA ASSET MANAGEMENT CO LTD trimmed376,739$36M0.4%2026-Q1
Caisse de depot et placement du Quebec added372,888$36M0.4%2026-Q1
PRUDENTIAL FINANCIAL INC added360,537$35M0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added352,587$34M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed325,105$31M0.3%2026-Q1
MAI Capital Management added309,986$30M0.3%2026-Q1
Freestone Grove Partners LP added291,888$28M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed291,695$28M0.3%2026-Q1
Douglas Lane & Associates, LLC trimmed274,167$26M0.3%2026-Q1
Nuveen, LLC added265,731$26M0.3%2026-Q1
Vanguard Global Advisers, LLC new245,668$24M0.2%2026-Q1
California Public Employees Retirement System trimmed238,110$23M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed221,227$21M0.2%2026-Q1
STIFEL FINANCIAL CORP added213,999$21M0.2%2026-Q1
Swiss National Bank trimmed211,100$20M0.2%2026-Q1
CWM, LLC trimmed201,307$19M0.2%2026-Q1
Nearwater Capital Markets, Ltd trimmed200,000$19M0.2%2026-Q1
Legal & General Group Plc trimmed197,429$19M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed193,133$19M0.2%2026-Q1
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC new191,295$18M0.2%2026-Q1
BANK OF MONTREAL /CAN/ trimmed186,712$18M0.2%2026-Q1
Holowesko Partners Ltd. new183,800$18M0.2%2026-Q1
Robeco Institutional Asset Management B.V. added179,997$17M0.2%2026-Q1
CITIGROUP INC added179,251$17M0.2%2026-Q1
LAZARD ASSET MANAGEMENT LLC trimmed175,759$17M0.2%2026-Q1
Schonfeld Strategic Advisors LLC added174,648$17M0.2%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. trimmed172,705$17M0.2%2026-Q1
Engineers Gate Manager LP added170,348$16M0.2%2026-Q1
ROYAL BANK OF CANADA added168,591$16M0.2%2026-Q1
Night Squared LP added167,986$16M0.2%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added166,221$16M0.2%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH trimmed163,957$16M0.2%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD added160,000$15M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed155,615$15M0.1%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. added151,983$15M0.1%2026-Q1
Gotham Asset Management, LLC added151,459$15M0.1%2026-Q1
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. added150,301$14M0.1%2026-Q1
FIL Ltd trimmed150,000$14M0.1%2026-Q1
Assenagon Asset Management S.A. trimmed141,435$14M0.1%2026-Q1
GAMCO INVESTORS, INC. ET AL trimmed140,556$14M0.1%2026-Q1
GABELLI FUNDS LLC added131,050$13M0.1%2026-Q1
Gradient Investments LLC added130,649$13M0.1%2026-Q1
PICTON MAHONEY ASSET MANAGEMENT new126,050$12M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed125,733$12M0.1%2026-Q1
HSBC HOLDINGS PLC trimmed123,096$12M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added122,458$12M0.1%2026-Q1
Man Group plc added120,308$12M0.1%2026-Q1
VANGUARD GROUP INC trimmed12,113,426$1.2B11.7%2025-Q4 stale
Ilex Capital Partners (UK) LLP added2,033,615$200M2.0%2025-Q2 stale
Capitolis Liquid Global Markets LLC added1,311,000$128M1.3%2025-Q4 stale
TWO SIGMA ADVISERS, LP trimmed895,292$88M0.9%2025-Q4 stale
Stonegate Investment Group, LLC trimmed529,791$58M0.6%2025-Q3 stale
Candlestick Capital Management LP added410,560$49M0.5%2025-Q1 stale
Boston Partners trimmed441,022$48M0.5%2025-Q3 stale
ExodusPoint Capital Management, LP added329,731$32M0.3%2025-Q4 stale
Tandem Investment Advisors, Inc. trimmed281,899$28M0.3%2025-Q2 stale
Interval Partners, LP new184,229$22M0.2%2025-Q1 stale
Alyeska Investment Group, L.P. trimmed142,374$14M0.1%2025-Q2 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership