SMUCKER J M CO (SJM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
835
Reporting holders
$10.6B
Reported value
86.3%
Of shares outstanding
2.6%
Held as options
+68
Holder change
Institutions report 92,085,749 shares against 106,662,133 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $831.4M | 7,389,936 | 0.01% | 8q | +9.9%+$74.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $764.4M | 6,794,703 | 0.02% | 2q | +0.7%+$5.5M |
| STATE STREET CORP | $739.5M | 6,573,207 | 0.02% | 31q | +1.2%+$8.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $555.0M | 4,933,209 | 0.03% | 2q | +1.1%+$6.2M |
| DIMENSIONAL FUND ADVISORS LP | $516.6M | 4,591,379 | 0.09% | 31q | +17.1%+$75.5M |
| CITADEL ADVISORS LLC | $328.6M | 2,690,881 | 0.04% | 31q | +39.1%+$92.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $326.7M | 2,908,832 | 0.02% | 31q | +2.4%+$7.6M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $314.3M | 2,793,916 | 0.92% | 4q | +27.6%+$67.9M |
| Invesco Ltd. | $264.9M | 2,354,915 | 0.02% | 31q | +1.3%+$3.5M |
| GOLDMAN SACHS GROUP INC | $244.6M | 2,174,660 | 0.02% | 31q | +65.1%+$96.5M |
| FMR LLC | $216.2M | 1,922,137 | 0.01% | 31q | -12.4%-$30.6M |
| MORGAN STANLEY | $211.5M | 1,880,292 | 0.01% | 35q | -13.1%-$32.0M |
| AQR CAPITAL MANAGEMENT LLC | $208.1M | 1,849,756 | 0.07% | 31q | +145.7%+$123.4M |
| ARIEL INVESTMENTS, LLC | $202.4M | 1,798,871 | 2.02% | 31q | -3.3%-$6.9M |
| ProShare Advisors LLC | $191.1M | 1,699,015 | 0.28% | 31q | +3.9%+$7.1M |
| RWC Asset Management LLP | $175.0M | 1,555,311 | 6.63% | new | NEW |
| JANE STREET GROUP, LLC | $172.3M | 952,690 | 0.01% | 31q | +87.2%+$80.3M |
| NORGES BANK | $170.0M | 1,510,861 | 0.02% | 32q | +59.0%+$63.1M |
| Qube Research & Technologies Ltd | $144.1M | 1,281,131 | 0.13% | 2q | +65.6%+$57.1M |
| Balyasny Asset Management L.P. | $127.9M | 1,137,274 | 0.16% | 7q | -2.5%-$3.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $124.8M | 1,109,721 | 0.02% | 31q | +1.8%+$2.3M |
| Sixth Street Partners Management Company, L.P. | $124.8M | 1,109,721 | 0.02% | new | NEW |
| DEUTSCHE BANK AG\ | $115.2M | 1,023,772 | 0.03% | 34q | -2.0%-$2.3M |
| TWO SIGMA INVESTMENTS, LP | $108.7M | 960,763 | 0.08% | 17q | -41.7%-$77.6M |
| Bank of New York Mellon Corp | $103.1M | 916,563 | 0.02% | 31q | +7.1%+$6.8M |
| NORTHERN TRUST CORP | $102.9M | 914,282 | 0.01% | 31q | +1.9%+$1.9M |
| BANK OF AMERICA CORP /DE/ | $101.2M | 899,213 | 0.01% | 31q | +17.2%+$14.8M |
| Point72 Asset Management, L.P. | $89.5M | 689,741 | 0.10% | 3q | -65.2%-$167.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $86.5M | 16,386 | 0.01% | 31q | -86.6%-$560.2M |
| STALEY CAPITAL ADVISERS INC | $84.7M | 752,658 | 3.30% | 9q | +18.0%+$12.9M |
| Amundi | $83.1M | 738,879 | 0.02% | 21q | +46.2%+$26.3M |
| FIRST TRUST ADVISORS LP | $73.7M | 655,371 | 0.04% | 31q | HELD |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $69.9M | 612,070 | 0.02% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $66.9M | 594,794 | 0.01% | 2q | HELD |
| UBS Group AG | $66.1M | 587,403 | 0.01% | 31q | -90.2%-$607.7M |
| NewEdge Advisors, LLC | $63.5M | 564,096 | 0.19% | 17q | +5.0%+$3.0M |
| WELLS FARGO & COMPANY/MN | $63.2M | 561,515 | 0.01% | 31q | -49.0%-$60.8M |
| Vest Financial, LLC | $57.1M | 507,191 | 0.60% | 14q | HELD |
| ROYAL BANK OF CANADA | $50.7M | 450,592 | 0.01% | 31q | +167.3%+$31.7M |
| Advisors Capital Management, LLC | $50.4M | 447,771 | 0.53% | 14q | +3.1%+$1.5M |
| PRUDENTIAL FINANCIAL INC | $44.8M | 398,409 | 0.05% | 31q | +10.5%+$4.3M |
| NOMURA ASSET MANAGEMENT CO LTD | $44.1M | 392,005 | 0.09% | 31q | +4.1%+$1.7M |
| RAYMOND JAMES FINANCIAL INC | $44.1M | 391,649 | 0.01% | 7q | +11.1%+$4.4M |
| JPMORGAN CHASE & CO | $38.9M | 331,045 | 0.00% | 31q | -58.1%-$54.0M |
| BARCLAYS PLC | $38.8M | 345,299 | 0.01% | 31q | -88.6%-$303.0M |
| Squarepoint Ops LLC | $36.8M | 178,666 | 0.04% | 21q | +107.1%+$19.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $35.6M | 316,859 | 0.01% | 31q | -2.5%-$927.7K |
| MAI Capital Management | $35.1M | 311,823 | 0.13% | 26q | +0.6%+$206.7K |
| Walleye Trading LLC | $33.6M | 238,320 | 0.04% | 31q | +2375.0%+$32.3M |
| Douglas Lane & Associates, LLC | $31.4M | 279,529 | 0.43% | 31q | +2.0%+$603.2K |
| Nuveen, LLC | $30.4M | 270,590 | 0.01% | 6q | +1.8%+$546.6K |
| Assenagon Asset Management S.A. | $30.2M | 268,138 | 0.02% | 16q | +89.6%+$14.3M |
| Vanguard Global Advisers, LLC | $26.4M | 234,355 | 0.01% | 2q | -4.6%-$1.3M |
| STIFEL FINANCIAL CORP | $26.0M | 231,157 | 0.02% | 31q | +8.0%+$1.9M |
| BANK OF MONTREAL /CAN/ | $25.3M | 222,514 | 0.01% | 31q | +19.2%+$4.1M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $24.5M | 218,000 | 0.11% | 2q | -82.3%-$113.8M |
| Verition Fund Management LLC | $24.5M | 210,770 | 0.06% | 11q | -60.6%-$37.7M |
| Swiss National Bank | $24.1M | 214,000 | 0.01% | 31q | +1.4%+$326.2K |
| Trexquant Investment LP | $23.9M | 212,328 | 0.14% | 3q | +790.0%+$21.2M |
| IMC-Chicago, LLC | $23.9M | options only | 0.01% | 11q | OPTIONS |
| RHUMBLINE ADVISERS | $23.6M | 209,691 | 0.02% | 31q | -5.2%-$1.3M |
| California Public Employees Retirement System | $23.2M | 206,582 | 0.01% | 31q | -13.2%-$3.5M |
| Legal & General Group Plc | $22.8M | 203,005 | 0.00% | 31q | +2.8%+$627.3K |
| CITIGROUP INC | $21.1M | 187,468 | 0.01% | 31q | +4.6%+$924.4K |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $20.7M | 184,146 | 0.07% | 4q | +77.8%+$9.1M |
| Man Group plc | $20.4M | 181,462 | 0.03% | 4q | +50.8%+$6.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $20.4M | 181,011 | 0.01% | 31q | +4.8%+$934.4K |
| PEAK6 LLC | $20.2M | 132,051 | 0.04% | 7q | HELD |
| CAPITAL FUND MANAGEMENT S.A. | $20.2M | 158,806 | 0.09% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $20.2M | 179,276 | 0.01% | 31q | -7.2%-$1.6M |
| GAMCO INVESTORS, INC. ET AL | $19.0M | 169,186 | 0.17% | 31q | +20.4%+$3.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $18.0M | 159,695 | 0.00% | 6q | +276.8%+$13.2M |
| LAZARD ASSET MANAGEMENT LLC | $17.8M | 158,081 | 0.03% | 27q | -10.1%-$2.0M |
| HSBC HOLDINGS PLC | $17.6M | 155,518 | 0.01% | 31q | +26.3%+$3.7M |
| MARSHALL WACE, LLP | $17.3M | 153,813 | 0.01% | 5q | +559.3%+$14.7M |
| MILLENNIUM MANAGEMENT LLC | $17.3M | 112,258 | 0.01% | 31q | -61.5%-$27.6M |
| FIL Ltd | $17.1M | 152,010 | 0.01% | 9q | +1.3%+$226.1K |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $17.1M | 151,749 | 1.15% | 15q | +1.0%+$162.9K |
| CANADA PENSION PLAN INVESTMENT BOARD | $16.6M | 147,800 | 0.01% | 31q | -7.6%-$1.4M |
| Connor, Clark & Lunn Investment Management Ltd. | $16.4M | 145,983 | 0.03% | 4q | -3.9%-$675.0K |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $16.3M | 145,000 | 0.22% | 16q | +724900.0%+$16.3M |
| GABELLI FUNDS LLC | $15.3M | 135,850 | 0.10% | 31q | +3.7%+$540.0K |
| Gradient Investments LLC | $15.2M | 134,741 | 0.21% | 4q | +3.1%+$460.4K |
| Cerity Partners LLC | $14.6M | 129,378 | 0.02% | 17q | +37.7%+$4.0M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $14.4M | 128,346 | 0.94% | new | NEW |
| Sound Income Strategies, LLC | $13.6M | 120,547 | 0.61% | 3q | +33.9%+$3.4M |
| LPL Financial LLC | $13.4M | 119,239 | 0.00% | 31q | +9.1%+$1.1M |
| Quantinno Capital Management LP | $13.4M | 119,237 | 0.02% | 19q | +73.1%+$5.7M |
| ENVESTNET ASSET MANAGEMENT INC | $13.4M | 118,871 | 0.00% | 31q | +20.1%+$2.2M |
| Gotham Asset Management, LLC | $13.3M | 118,625 | 0.03% | 30q | -21.7%-$3.7M |
| SPEECE THORSON CAPITAL GROUP INC | $13.2M | 117,159 | 2.82% | 31q | -2.0%-$275.7K |
| PRINCIPAL FINANCIAL GROUP INC | $13.1M | 116,338 | 0.01% | 31q | -2.0%-$273.8K |
| PNC Financial Services Group, Inc. | $12.7M | 112,797 | 0.01% | 31q | -2.3%-$301.3K |
| SEI INVESTMENTS CO | $12.4M | 110,463 | 0.01% | 31q | +13.5%+$1.5M |
| LBP AM SA | $12.3M | 109,577 | 0.12% | 5q | +25.9%+$2.5M |
| Meiji Yasuda Asset Management Co Ltd. | $12.2M | 108,861 | 0.55% | 25q | +3.9%+$459.9K |
| Bridgewater Associates, LP | $11.9M | 105,870 | 0.05% | 26q | +3.7%+$420.2K |
| Dana Investment Advisors, Inc. | $11.6M | 102,716 | 0.30% | 2q | +21.5%+$2.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | $11.2M | 99,771 | 0.01% | 2q | +4.0%+$430.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 97,306 | 0.01% | 31q | +3.5%+$367.1K |
Showing the largest 100 of 887 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 835 | $10.6B | 92,085,749 | 135 | 317 | 222 | 2.6% |
| Q1 2026 | 767 | $9.2B | 93,696,783 | 97 | 264 | 237 | 2.1% |
| Q4 2025 | 769 | $9.6B | 96,505,339 | 76 | 196 | 309 | 1.9% |
| Q3 2025 | 748 | $10.2B | 91,206,727 | 88 | 217 | 260 | 2.9% |
| Q2 2025 | 732 | $9.0B | 89,130,175 | 81 | 253 | 224 | 3.2% |
| Q1 2025 | 763 | $10.7B | 88,024,790 | 80 | 227 | 258 | 2.2% |
| Q4 2024 | 770 | $9.4B | 83,339,648 | 58 | 230 | 273 | 2.7% |
| Q3 2024 | 766 | $10.3B | 83,028,806 | 76 | 236 | 266 | 2.3% |
| Q2 2024 | 765 | $9.4B | 83,668,233 | 76 | 245 | 266 | 2.7% |
| Q1 2024 | 786 | $11.0B | 85,260,403 | 74 | 202 | 296 | 2.6% |
| Q4 2023 | 796 | $10.9B | 83,825,230 | 76 | 243 | 284 | 3.2% |
| Q3 2023 | 770 | $9.9B | 78,328,576 | 59 | 221 | 285 | 2.6% |
| Q2 2023 | 799 | $11.4B | 76,731,626 | 53 | 236 | 265 | 0.8% |
| Q1 2023 | 808 | $12.2B | 77,590,675 | 81 | 224 | 280 | 0.6% |
| Q4 2022 | 715 | $11.6B | 72,490,261 | 77 | 236 | 198 | 0.8% |
| Q3 2022 | 876 | $12.0B | 85,906,342 | 83 | 254 | 281 | 1.4% |
| Q2 2022 | 859 | $11.2B | 86,188,804 | 77 | 273 | 270 | 1.1% |
| Q1 2022 | 856 | $12.0B | 87,928,280 | 61 | 258 | 301 | 0.8% |
| Q4 2021 | 885 | $12.5B | 90,838,476 | 93 | 250 | 294 | 1.0% |
| Q3 2021 | 800 | $11.0B | 91,253,914 | 44 | 275 | 274 | 0.7% |
| Q2 2021 | 837 | $12.4B | 95,099,543 | 65 | 273 | 257 | 0.7% |
| Q1 2021 | 826 | $12.3B | 95,954,753 | 95 | 284 | 263 | 1.2% |
| Q4 2020 | 792 | $11.1B | 94,435,573 | 62 | 272 | 249 | 1.1% |
| Q3 2020 | 774 | $11.0B | 94,308,431 | 83 | 264 | 241 | 0.9% |
| Q2 2020 | 749 | $10.0B | 93,940,660 | 94 | 229 | 241 | 0.8% |
| Q1 2020 | 749 | $10.2B | 90,943,846 | 89 | 215 | 295 | 0.8% |
| Q4 2019 | 754 | $9.9B | 93,740,249 | 58 | 218 | 263 | 1.1% |
| Q3 2019 | 735 | $10.1B | 90,768,500 | 42 | 241 | 261 | 1.3% |
| Q2 2019 | 790 | $10.7B | 90,219,589 | 79 | 232 | 271 | 2.4% |
| Q1 2019 | 807 | $10.7B | 90,149,773 | 110 | 249 | 233 | 2.0% |
| Q4 2018 | 750 | $8.6B | 90,633,056 | 8 | 11 | 11 | 1.8% |