# SMUCKER J M CO (SJM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SJM/

- Reporting holders: 37
- Reported value: $75.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $31.7M | 266,389 | 0.4% | 32 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $17.2M | 144,410 | 0.2% | 5 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $14.7M | 123,073 | 0.7% | 4 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $2.2M | 18,521 | 0.2% | 32 |
| [Dorato Capital Management](https://holderbook.com/funds/2095216-dorato-capital-management/) | $2.0M | 17,519 | 1.4% | 4 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $1.5M | 12,878 | 0.1% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.1M | 9,562 | 0.0% | 16 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $640.6K | 5,387 | 0.1% | 3 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $490.6K | 4,125 | 0.0% | 19 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $478.9K | 4,027 | 0.2% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $477.2K | 4,013 | 0.0% | 12 |
| [ALKEME WEALTH, LLC](https://holderbook.com/funds/1752045-alkeme-wealth-llc/) | $439.9K | 3,699 | 0.2% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $348.4K | 2,930 | 0.0% | 9 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $330.4K | 2,779 | 0.1% | 3 |
| [City Center Advisors, LLC](https://holderbook.com/funds/2030341-city-center-advisors-llc/) | $315.6K | 2,654 | 0.2% | 4 |
| [MOODY NATIONAL BANK TRUST DIVISION](https://holderbook.com/funds/1092903-moody-national-bank-trust-division/) | $296.2K | 2,491 | 0.0% | 9 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $257.9K | 2,169 | 0.0% | 32 |
| [PARK NATIONAL CORP /OH/](https://holderbook.com/funds/805676-park-national-corp-oh/) | $253.8K | 2,134 | 0.0% | 32 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $233.4K | 1,963 | 0.0% | 2 |
| [Kennon-Green & Company, LLC](https://holderbook.com/funds/1963352-kennon-green-company-llc/) | $231.9K | 1,950 | 0.2% | 2 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $216.7K | 1,823 | 0.0% | 7 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $91.6K | 790 | 0.0% | 11 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $56.5K | 475 | 0.0% | 19 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $45.5K | 383 | 0.0% | 3 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $44.6K | 375 | 0.0% | 19 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 37 | $75.9M |
| Q2 2026 | 888 | $12.1B |
| Q1 2026 | 817 | $9.5B |
| Q4 2025 | 830 | $9.9B |
| Q3 2025 | 813 | $10.5B |
| Q2 2025 | 806 | $9.4B |
| Q1 2025 | 839 | $11.1B |
| Q4 2024 | 851 | $9.9B |
| Q3 2024 | 848 | $10.8B |
| Q2 2024 | 853 | $9.8B |
| Q1 2024 | 887 | $11.5B |
| Q4 2023 | 903 | $11.7B |