Who owns J. M. Smucker (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-Q2 13F filings (latest filed 2026-09-22). 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
265 tracked funds added or opened SJM while 112 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, 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 2026-Q1 and 2026-Q2, across 833 tracked filers holding SJM, 466 increased or opened the position and 372 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 37
- RWC Asset Management LLP$175M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$70M
- CAPITAL FUND MANAGEMENT S.A.$18M
- PEAK6 LLC$15M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$14M
- Cinctive Capital Management LP$10M
Full exits 59
- LSV ASSET MANAGEMENT$76M
- BESSEMER GROUP INC$70M
- Amundi$49M
- D. E. Shaw & Co., Inc.$40M
- Freestone Grove Partners LP$28M
- CWM, LLC$19M
Largest adds
- BlackRock, Inc.$334M
- DIMENSIONAL FUND ADVISORS LP$138M
- AQR CAPITAL MANAGEMENT LLC$137M
- CITADEL ADVISORS LLC$118M
- GOLDMAN SACHS GROUP INC$118M
- VANGUARD CAPITAL MANAGEMENT LLC$114M
Largest trims
- UBS Group AG$511M
- BARCLAYS PLC$254M
- Point72 Asset Management, L.P.$113M
- CAPITOLIS LIQUID GLOBAL MARKETS LLC$94M
- TWO SIGMA INVESTMENTS, LP$51M
- Verition Fund Management LLC$40M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 7,389,936 | $831M | 9.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 6,794,703 | $764M | 8.3% | 2026-Q2 |
| STATE STREET CORP added | 6,573,207 | $739M | 8.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 4,933,209 | $555M | 6.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 4,591,379 | $517M | 5.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,908,832 | $327M | 3.5% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 2,793,916 | $314M | 3.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 2,690,881 | $303M | 3.3% | 2026-Q2 |
| Invesco Ltd. added | 2,354,915 | $265M | 2.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 2,174,660 | $245M | 2.6% | 2026-Q2 |
| FMR LLC trimmed | 1,922,137 | $216M | 2.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,880,292 | $212M | 2.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 1,849,756 | $208M | 2.2% | 2026-Q2 |
| ARIEL INVESTMENTS, LLC trimmed | 1,798,871 | $202M | 2.2% | 2026-Q2 |
| ProShare Advisors LLC added | 1,699,015 | $191M | 2.1% | 2026-Q2 |
| RWC Asset Management LLP new | 1,555,311 | $175M | 1.9% | 2026-Q2 |
| NORGES BANK added | 1,510,861 | $170M | 1.8% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,281,131 | $144M | 1.6% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 1,137,274 | $128M | 1.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,109,721 | $125M | 1.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 1,023,772 | $115M | 1.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 960,763 | $108M | 1.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 952,690 | $107M | 1.2% | 2026-Q2 |
| Bank of New York Mellon Corp added | 916,563 | $103M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 914,282 | $103M | 1.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 899,213 | $101M | 1.1% | 2026-Q2 |
| STALEY CAPITAL ADVISERS INC added | 752,658 | $85M | 0.9% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 689,741 | $78M | 0.8% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 655,371 | $74M | 0.8% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new | 612,070 | $70M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 594,794 | $67M | 0.7% | 2026-Q2 |
| UBS Group AG trimmed | 587,403 | $66M | 0.7% | 2026-Q2 |
| NewEdge Advisors, LLC added | 564,096 | $63M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 561,515 | $63M | 0.7% | 2026-Q2 |
| Vest Financial, LLC added | 507,191 | $57M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 450,592 | $51M | 0.5% | 2026-Q2 |
| Advisors Capital Management, LLC added | 447,771 | $50M | 0.5% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 398,409 | $45M | 0.5% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 392,005 | $44M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 391,649 | $44M | 0.5% | 2026-Q2 |
| BARCLAYS PLC trimmed | 345,299 | $39M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 331,045 | $39M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 316,859 | $36M | 0.4% | 2026-Q2 |
| MAI Capital Management added | 311,823 | $35M | 0.4% | 2026-Q2 |
| Douglas Lane & Associates, LLC added | 279,529 | $31M | 0.3% | 2026-Q2 |
| Nuveen, LLC added | 270,590 | $30M | 0.3% | 2026-Q2 |
| Walleye Trading LLC added | 238,320 | $27M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 234,355 | $26M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 231,157 | $26M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 222,514 | $25M | 0.3% | 2026-Q2 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC trimmed | 218,000 | $25M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 214,000 | $24M | 0.3% | 2026-Q2 |
| Trexquant Investment LP added | 212,328 | $24M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 209,691 | $24M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 206,582 | $23M | 0.3% | 2026-Q2 |
| Legal & General Group Plc added | 203,005 | $23M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 187,468 | $21M | 0.2% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 184,146 | $21M | 0.2% | 2026-Q2 |
| Man Group plc added | 181,462 | $20M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 181,011 | $20M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 179,276 | $20M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 178,666 | $20M | 0.2% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL added | 169,186 | $19M | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 159,695 | $18M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. new | 158,806 | $18M | 0.2% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 158,081 | $18M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 155,606 | $18M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 155,518 | $18M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 153,813 | $17M | 0.2% | 2026-Q2 |
| FIL Ltd added | 152,010 | $17M | 0.2% | 2026-Q2 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. added | 151,749 | $17M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 147,800 | $17M | 0.2% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 145,983 | $16M | 0.2% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. added | 145,000 | $16M | 0.2% | 2026-Q2 |
| GABELLI FUNDS LLC added | 135,850 | $15M | 0.2% | 2026-Q2 |
| Gradient Investments LLC added | 134,741 | $15M | 0.2% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 134,069 | $15M | 0.2% | 2026-Q2 |
| PEAK6 LLC added | 132,051 | $15M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 129,378 | $15M | 0.2% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 128,346 | $14M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 123,504 | $14M | 0.2% | 2026-Q2 |
| Sound Income Strategies, LLC added | 120,547 | $14M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 119,239 | $13M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 119,237 | $13M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 118,871 | $13M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 118,625 | $13M | 0.1% | 2026-Q2 |
| SPEECE THORSON CAPITAL GROUP INC trimmed | 117,159 | $13M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 116,338 | $13M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 112,797 | $13M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 112,258 | $13M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO added | 110,463 | $12M | 0.1% | 2026-Q2 |
| LBP AM SA added | 109,577 | $12M | 0.1% | 2026-Q2 |
| Meiji Yasuda Asset Management Co Ltd. added | 108,861 | $12M | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP added | 105,870 | $12M | 0.1% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 105,385 | $12M | 0.1% | 2026-Q2 |
| Dana Investment Advisors, Inc. added | 102,716 | $12M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 99,771 | $11M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 97,306 | $11M | 0.1% | 2026-Q2 |
| Holowesko Partners Ltd. trimmed | 96,100 | $11M | 0.1% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC added | 95,105 | $11M | 0.1% | 2026-Q2 |
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.