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Institutional Ownership · SEC Form 13F

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.

836
Institutional holders
90M
Shares held (tracked funds)
84.4%
Of shares outstanding

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.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added7,389,936$831M9.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added6,794,703$764M8.3%2026-Q2
STATE STREET CORP added6,573,207$739M8.0%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added4,933,209$555M6.0%2026-Q2
DIMENSIONAL FUND ADVISORS LP added4,591,379$517M5.6%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added2,908,832$327M3.5%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added2,793,916$314M3.4%2026-Q2
CITADEL ADVISORS LLC added2,690,881$303M3.3%2026-Q2
Invesco Ltd. added2,354,915$265M2.9%2026-Q2
GOLDMAN SACHS GROUP INC added2,174,660$245M2.6%2026-Q2
FMR LLC trimmed1,922,137$216M2.3%2026-Q2
MORGAN STANLEY trimmed1,880,292$212M2.3%2026-Q2
AQR CAPITAL MANAGEMENT LLC added1,849,756$208M2.2%2026-Q2
ARIEL INVESTMENTS, LLC trimmed1,798,871$202M2.2%2026-Q2
ProShare Advisors LLC added1,699,015$191M2.1%2026-Q2
RWC Asset Management LLP new1,555,311$175M1.9%2026-Q2
NORGES BANK added1,510,861$170M1.8%2026-Q2
Qube Research & Technologies Ltd added1,281,131$144M1.6%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. trimmed1,137,274$128M1.4%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,109,721$125M1.3%2026-Q2
DEUTSCHE BANK AG\ trimmed1,023,772$115M1.2%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed960,763$108M1.2%2026-Q2
JANE STREET GROUP, LLC added952,690$107M1.2%2026-Q2
Bank of New York Mellon Corp added916,563$103M1.1%2026-Q2
NORTHERN TRUST CORP added914,282$103M1.1%2026-Q2
BANK OF AMERICA CORP /DE/ added899,213$101M1.1%2026-Q2
STALEY CAPITAL ADVISERS INC added752,658$85M0.9%2026-Q2
Point72 Asset Management, L.P. trimmed689,741$78M0.8%2026-Q2
FIRST TRUST ADVISORS LP trimmed655,371$74M0.8%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new612,070$70M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed594,794$67M0.7%2026-Q2
UBS Group AG trimmed587,403$66M0.7%2026-Q2
NewEdge Advisors, LLC added564,096$63M0.7%2026-Q2
WELLS FARGO & COMPANY/MN added561,515$63M0.7%2026-Q2
Vest Financial, LLC added507,191$57M0.6%2026-Q2
ROYAL BANK OF CANADA added450,592$51M0.5%2026-Q2
Advisors Capital Management, LLC added447,771$50M0.5%2026-Q2
PRUDENTIAL FINANCIAL INC added398,409$45M0.5%2026-Q2
NOMURA ASSET MANAGEMENT CO LTD added392,005$44M0.5%2026-Q2
RAYMOND JAMES FINANCIAL INC added391,649$44M0.5%2026-Q2
BARCLAYS PLC trimmed345,299$39M0.4%2026-Q2
JPMORGAN CHASE & CO trimmed331,045$39M0.4%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed316,859$36M0.4%2026-Q2
MAI Capital Management added311,823$35M0.4%2026-Q2
Douglas Lane & Associates, LLC added279,529$31M0.3%2026-Q2
Nuveen, LLC added270,590$30M0.3%2026-Q2
Walleye Trading LLC added238,320$27M0.3%2026-Q2
Vanguard Global Advisers, LLC trimmed234,355$26M0.3%2026-Q2
STIFEL FINANCIAL CORP added231,157$26M0.3%2026-Q2
BANK OF MONTREAL /CAN/ added222,514$25M0.3%2026-Q2
CAPITOLIS LIQUID GLOBAL MARKETS LLC trimmed218,000$25M0.3%2026-Q2
Swiss National Bank added214,000$24M0.3%2026-Q2
Trexquant Investment LP added212,328$24M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed209,691$24M0.3%2026-Q2
California Public Employees Retirement System trimmed206,582$23M0.3%2026-Q2
Legal & General Group Plc added203,005$23M0.2%2026-Q2
CITIGROUP INC added187,468$21M0.2%2026-Q2
WORLDQUANT MILLENNIUM ADVISORS LLC added184,146$21M0.2%2026-Q2
Man Group plc added181,462$20M0.2%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd. added181,011$20M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed179,276$20M0.2%2026-Q2
Squarepoint Ops LLC added178,666$20M0.2%2026-Q2
GAMCO INVESTORS, INC. ET AL added169,186$19M0.2%2026-Q2
WELLINGTON MANAGEMENT GROUP LLP added159,695$18M0.2%2026-Q2
CAPITAL FUND MANAGEMENT S.A. new158,806$18M0.2%2026-Q2
LAZARD ASSET MANAGEMENT LLC trimmed158,081$18M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ trimmed155,606$18M0.2%2026-Q2
HSBC HOLDINGS PLC added155,518$18M0.2%2026-Q2
MARSHALL WACE, LLP added153,813$17M0.2%2026-Q2
FIL Ltd added152,010$17M0.2%2026-Q2
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. added151,749$17M0.2%2026-Q2
CANADA PENSION PLAN INVESTMENT BOARD trimmed147,800$17M0.2%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. trimmed145,983$16M0.2%2026-Q2
EDMOND DE ROTHSCHILD HOLDING S.A. added145,000$16M0.2%2026-Q2
GABELLI FUNDS LLC added135,850$15M0.2%2026-Q2
Gradient Investments LLC added134,741$15M0.2%2026-Q2
Assenagon Asset Management S.A. trimmed134,069$15M0.2%2026-Q2
PEAK6 LLC added132,051$15M0.2%2026-Q2
Cerity Partners LLC added129,378$15M0.2%2026-Q2
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added128,346$14M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed123,504$14M0.2%2026-Q2
Sound Income Strategies, LLC added120,547$14M0.1%2026-Q2
LPL Financial LLC added119,239$13M0.1%2026-Q2
Quantinno Capital Management LP added119,237$13M0.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added118,871$13M0.1%2026-Q2
Gotham Asset Management, LLC trimmed118,625$13M0.1%2026-Q2
SPEECE THORSON CAPITAL GROUP INC trimmed117,159$13M0.1%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed116,338$13M0.1%2026-Q2
PNC Financial Services Group, Inc. trimmed112,797$13M0.1%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed112,258$13M0.1%2026-Q2
SEI INVESTMENTS CO added110,463$12M0.1%2026-Q2
LBP AM SA added109,577$12M0.1%2026-Q2
Meiji Yasuda Asset Management Co Ltd. added108,861$12M0.1%2026-Q2
Bridgewater Associates, LP added105,870$12M0.1%2026-Q2
Verition Fund Management LLC trimmed105,385$12M0.1%2026-Q2
Dana Investment Advisors, Inc. added102,716$12M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added99,771$11M0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added97,306$11M0.1%2026-Q2
Holowesko Partners Ltd. trimmed96,100$11M0.1%2026-Q2
Cyndeo Wealth Partners, LLC added95,105$11M0.1%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.

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