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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC new | 6,746,043 | $651M | 6.4% | 2026-Q1 |
| STATE STREET CORP trimmed | 6,495,802 | $626M | 6.2% | 2026-Q1 |
| UBS Group AG added | 5,989,033 | $578M | 5.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 5,153,167 | $497M | 4.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 4,877,664 | $470M | 4.6% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,920,718 | $378M | 3.7% | 2026-Q1 |
| BARCLAYS PLC trimmed | 3,038,452 | $293M | 2.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,841,104 | $274M | 2.7% | 2026-Q1 |
| Invesco Ltd. trimmed | 2,262,666 | $218M | 2.2% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 2,190,076 | $211M | 2.1% | 2026-Q1 |
| FMR LLC added | 2,188,233 | $211M | 2.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,164,404 | $209M | 2.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 1,980,570 | $191M | 1.9% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 1,935,012 | $187M | 1.8% | 2026-Q1 |
| ARIEL INVESTMENTS, LLC added | 1,860,459 | $179M | 1.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 1,646,723 | $159M | 1.6% | 2026-Q1 |
| ProShare Advisors LLC added | 1,635,476 | $158M | 1.6% | 2026-Q1 |
| NORGES BANK added | 1,125,110 | $133M | 1.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,317,246 | $127M | 1.3% | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 1,229,845 | $119M | 1.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 1,166,288 | $112M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,089,703 | $105M | 1.0% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,044,563 | $101M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 897,194 | $87M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 856,021 | $83M | 0.8% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 783,300 | $76M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 790,103 | $75M | 0.7% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 773,784 | $75M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 767,336 | $74M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 749,871 | $71M | 0.7% | 2026-Q1 |
| BESSEMER GROUP INC added | 726,112 | $70M | 0.7% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 657,159 | $63M | 0.6% | 2026-Q1 |
| STALEY CAPITAL ADVISERS INC added | 637,660 | $61M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 596,090 | $57M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 550,812 | $53M | 0.5% | 2026-Q1 |
| Verition Fund Management LLC added | 535,463 | $52M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 508,859 | $49M | 0.5% | 2026-Q1 |
| Vest Financial, LLC added | 506,744 | $49M | 0.5% | 2026-Q1 |
| Amundi trimmed | 505,438 | $49M | 0.5% | 2026-Q1 |
| Advisors Capital Management, LLC added | 434,372 | $42M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 417,302 | $40M | 0.4% | 2026-Q1 |
| BANK OF NOVA SCOTIA added | 404,328 | $39M | 0.4% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD trimmed | 376,739 | $36M | 0.4% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 372,888 | $36M | 0.4% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 360,537 | $35M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 352,587 | $34M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 325,105 | $31M | 0.3% | 2026-Q1 |
| MAI Capital Management added | 309,986 | $30M | 0.3% | 2026-Q1 |
| Freestone Grove Partners LP added | 291,888 | $28M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 291,695 | $28M | 0.3% | 2026-Q1 |
| Douglas Lane & Associates, LLC trimmed | 274,167 | $26M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 265,731 | $26M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 245,668 | $24M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 238,110 | $23M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 221,227 | $21M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 213,999 | $21M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 211,100 | $20M | 0.2% | 2026-Q1 |
| CWM, LLC trimmed | 201,307 | $19M | 0.2% | 2026-Q1 |
| Nearwater Capital Markets, Ltd trimmed | 200,000 | $19M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 197,429 | $19M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 193,133 | $19M | 0.2% | 2026-Q1 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC new | 191,295 | $18M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 186,712 | $18M | 0.2% | 2026-Q1 |
| Holowesko Partners Ltd. new | 183,800 | $18M | 0.2% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 179,997 | $17M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 179,251 | $17M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 175,759 | $17M | 0.2% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 174,648 | $17M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. trimmed | 172,705 | $17M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 170,348 | $16M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 168,591 | $16M | 0.2% | 2026-Q1 |
| Night Squared LP added | 167,986 | $16M | 0.2% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 166,221 | $16M | 0.2% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 163,957 | $16M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 160,000 | $15M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 155,615 | $15M | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 151,983 | $15M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC added | 151,459 | $15M | 0.1% | 2026-Q1 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. added | 150,301 | $14M | 0.1% | 2026-Q1 |
| FIL Ltd trimmed | 150,000 | $14M | 0.1% | 2026-Q1 |
| Assenagon Asset Management S.A. trimmed | 141,435 | $14M | 0.1% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 140,556 | $14M | 0.1% | 2026-Q1 |
| GABELLI FUNDS LLC added | 131,050 | $13M | 0.1% | 2026-Q1 |
| Gradient Investments LLC added | 130,649 | $13M | 0.1% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT new | 126,050 | $12M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 125,733 | $12M | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 123,096 | $12M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 122,458 | $12M | 0.1% | 2026-Q1 |
| Man Group plc added | 120,308 | $12M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 12,113,426 | $1.2B | 11.7% | 2025-Q4 stale |
| Ilex Capital Partners (UK) LLP added | 2,033,615 | $200M | 2.0% | 2025-Q2 stale |
| Capitolis Liquid Global Markets LLC added | 1,311,000 | $128M | 1.3% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP trimmed | 895,292 | $88M | 0.9% | 2025-Q4 stale |
| Stonegate Investment Group, LLC trimmed | 529,791 | $58M | 0.6% | 2025-Q3 stale |
| Candlestick Capital Management LP added | 410,560 | $49M | 0.5% | 2025-Q1 stale |
| Boston Partners trimmed | 441,022 | $48M | 0.5% | 2025-Q3 stale |
| ExodusPoint Capital Management, LP added | 329,731 | $32M | 0.3% | 2025-Q4 stale |
| Tandem Investment Advisors, Inc. trimmed | 281,899 | $28M | 0.3% | 2025-Q2 stale |
| Interval Partners, LP new | 184,229 | $22M | 0.2% | 2025-Q1 stale |
| Alyeska Investment Group, L.P. trimmed | 142,374 | $14M | 0.1% | 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.
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.