SMUCKER J M CO (SJM)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
37
Reporting holders
$75.9M
Reported value
0.0%
Calls
0.0%
Puts
-851
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Douglas Lane & Associates, LLC | $31.7M | 266,389 | 0.42% | 32q | -4.7%-$1.6M |
| Gradient Investments LLC | $17.2M | 144,410 | 0.25% | 5q | +7.2%+$1.1M |
| Sound Income Strategies, LLC | $14.7M | 123,073 | 0.66% | 4q | +2.1%+$301.6K |
| TOTH FINANCIAL ADVISORY CORP | $2.2M | 18,521 | 0.22% | 32q | +2.5%+$52.9K |
| Dorato Capital Management | $2.0M | 17,519 | 1.35% | 4q | +0.9%+$18.8K |
| Everhart Financial Group, Inc. | $1.5M | 12,878 | 0.09% | 3q | +33.9%+$388.0K |
| Farther Finance Advisors, LLC | $1.1M | 9,562 | 0.01% | 16q | -26.0%-$399.9K |
| MFA WEALTH ADVISORS, LLC | $640.6K | 5,387 | 0.11% | 3q | -25.3%-$217.0K |
| Venture Visionary Partners LLC | $490.6K | 4,125 | 0.01% | 19q | HELD |
| Plan A Wealth LLC | $478.9K | 4,027 | 0.17% | 4q | +0.9%+$4.4K |
| GAMMA Investing LLC | $477.2K | 4,013 | 0.02% | 12q | +26.3%+$99.4K |
| ALKEME WEALTH, LLC | $439.9K | 3,699 | 0.17% | 32q | -8.7%-$42.1K |
| CoreCap Advisors, LLC | $348.4K | 2,930 | 0.01% | 9q | -3.7%-$13.2K |
| Bill Few Associates, Inc. | $330.4K | 2,779 | 0.07% | 3q | +2.4%+$7.8K |
| City Center Advisors, LLC | $315.6K | 2,654 | 0.24% | 4q | -22.5%-$91.8K |
| MOODY NATIONAL BANK TRUST DIVISION | $296.2K | 2,491 | 0.02% | 9q | HELD |
| Versant Capital Management, Inc | $257.9K | 2,169 | 0.02% | 32q | +457.6%+$211.7K |
| PARK NATIONAL CORP /OH/ | $253.8K | 2,134 | 0.01% | 32q | HELD |
| FIRST FINANCIAL BANK - TRUST DIVISION | $233.4K | 1,963 | 0.02% | 2q | +9.3%+$19.9K |
| Kennon-Green & Company, LLC | $231.9K | 1,950 | 0.18% | 2q | -3.5%-$8.3K |
| Valeo Financial Advisors, LLC | $216.7K | 1,823 | 0.00% | 7q | -18.9%-$50.6K |
| Bullock Wealth Management Group | $91.6K | 790 | 0.04% | 11q | +0.6% |
| TOMPKINS FINANCIAL CORP | $56.5K | 475 | 0.00% | 19q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $45.5K | 383 | 0.01% | 3q | +271.8%+$33.3K |
| Bank of New Hampshire | $44.6K | 375 | 0.01% | 19q | HELD |
| Investors Research Corp | $29.7K | 250 | 0.01% | 31q | -11.3%-$3.8K |
| EASTERN BANK | $27.6K | 232 | 0.00% | 9q | HELD |
| Trust Co | $27.4K | 230 | 0.00% | 4q | HELD |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $21.4K | 180 | 0.00% | new | NEW |
| GoalVest Advisory LLC | $14.3K | 120 | 0.00% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $13.1K | 110 | 0.00% | 4q | -83.6%-$66.5K |
| Rosenberg Matthew Hamilton | $12.5K | 105 | 0.00% | 24q | HELD |
| GK Wealth Management LLC | $11.9K | 100 | 0.01% | new | NEW |
| Grove Bank & Trust | $10.3K | 87 | 0.00% | 9q | HELD |
| MassMutual Private Wealth & Trust, FSB | $9.9K | 83 | 0.00% | 20q | -25.9%-$3.4K |
| GILPIN WEALTH MANAGEMENT, LLC | $1.7K | 14 | 0.00% | 4q | HELD |
| CX Institutional | $332 | 2,790 | 0.01% | 7q | +10.5% |
| Planning Strategies Inc. | $119 | 1 | 0.00% | 2q | HELD |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-31 | SMUCKER MARK T | CEO, Chair of Board | Sold | 84,821 | $11.1M |
| 2026-08-28 | Marshall Tucker H | Chief Financial Officer | Sold | 18,482 | $2.4M ×2 |
| 2026-06-17 | SMUCKER MARK T | CEO, Chair of Board | Sold | 13,000 | $1.5M |
| 2026-06-11 | Knudsen Jeannette L | Chief Legal Officer | Sold | 5,550 | $645.4K |
| 2026-06-29 | Penrose Jill R | Chief People Officer | Sold | 5,000 | $583.5K |
| 2026-06-26 | Knudsen Jeannette L | Chief Legal Officer | Sold | 4,353 | $500.9K |
| 2026-06-24 | Marshall Tucker H | Chief Financial Officer | Sold | 3,630 | $403.1K |
| 2026-08-31 | Ferguson Robert D | Chief Product Supply Officer | Sold | 2,522 | $333.9K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 37 | $75.9M | 638,031 | 3 | 12 | 11 | 0.0% |
| Q2 2026 | 888 | $12.1B | 104,479,259 | 140 | 337 | 242 | 2.5% |
| Q1 2026 | 817 | $9.5B | 96,387,092 | 102 | 285 | 251 | 2.1% |
| Q4 2025 | 830 | $9.9B | 99,194,162 | 78 | 213 | 333 | 1.8% |
| Q3 2025 | 813 | $10.5B | 94,195,304 | 90 | 242 | 281 | 2.8% |
| Q2 2025 | 806 | $9.4B | 93,006,153 | 86 | 278 | 250 | 3.2% |
| Q1 2025 | 839 | $11.1B | 92,107,362 | 86 | 254 | 288 | 2.1% |
| Q4 2024 | 851 | $9.9B | 87,655,027 | 62 | 252 | 309 | 2.6% |
| Q3 2024 | 848 | $10.8B | 86,786,392 | 81 | 258 | 299 | 2.5% |
| Q2 2024 | 853 | $9.8B | 87,330,392 | 86 | 272 | 302 | 2.9% |
| Q1 2024 | 887 | $11.5B | 89,030,699 | 80 | 230 | 342 | 2.7% |
| Q4 2023 | 903 | $11.7B | 89,292,611 | 83 | 278 | 326 | 3.2% |
| Q3 2023 | 892 | $10.8B | 85,653,206 | 74 | 262 | 328 | 2.5% |
| Q2 2023 | 929 | $12.2B | 82,105,889 | 64 | 281 | 313 | 0.8% |
| Q1 2023 | 949 | $13.2B | 84,023,590 | 94 | 273 | 323 | 0.7% |
| Q4 2022 | 928 | $13.7B | 85,993,650 | 99 | 304 | 262 | 0.7% |
| 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% |