Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SJM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 6.7M | $650.6M | — | 6.326% | 0.02% |
| 2 | BlackRock, Inc. | 6.7M | $648.7M | -20.7% | 6.308% | 0.01% |
| 3 | STATE STREET CORP | 6.5M | $626.5M | -9.5% | 6.091% | 0.02% |
| 4 | UBS Group AG | 6.2M | $598.4M | +58.1% | 5.818% | 0.09% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.9M | $470.4M | — | 4.574% | 0.02% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 3.9M | $378.1M | +15.6% | 3.676% | 0.08% |
| 7 | BARCLAYS PLC | 3.0M | $293.0M | — | 2.849% | 0.12% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.8M | $273.5M | +0.5% | 2.664% | 0.02% |
| 9 | Invesco Ltd. | 2.3M | $224.1M | -16.5% | 2.179% | 0.03% |
| 10 | FMR LLC | 2.2M | $211.6M | +42.7% | 2.057% | 0.01% |
| 11 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2.2M | $211.2M | +6.4% | 2.054% | 0.65% |
| 12 | MORGAN STANLEY | 2.2M | $208.7M | -13.0% | 2.030% | 0.01% |
| 13 | Point72 Asset Management, L.P. | 2.0M | $191.8M | +7.1% | 1.865% | 0.27% |
| 14 | ARIEL INVESTMENTS, LLC | 1.9M | $179.4M | +15.6% | 1.744% | 2.01% |
| 15 | TWO SIGMA INVESTMENTS, LP | 1.6M | $158.8M | +39.8% | 1.544% | 0.13% |
| 16 | ProShare Advisors LLC | 1.6M | $157.7M | +6.6% | 1.533% | 0.23% |
| 17 | GOLDMAN SACHS GROUP INC | 1.3M | $127.0M | +119.3% | 1.235% | 0.01% |
| 18 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | 1.2M | $118.6M | -6.2% | 1.153% | 0.75% |
| 19 | BALYASNY ASSET MANAGEMENT LLC | 1.2M | $112.5M | -26.3% | 1.094% | 0.39% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.1M | $105.1M | +2.8% | 1.022% | 0.02% |
| 21 | DEUTSCHE BANK AG\ | 1.0M | $100.7M | -8.8% | 0.979% | 0.03% |
| 22 | NORTHERN TRUST CORP | 897K | $86.5M | -19.9% | 0.841% | 0.01% |
| 23 | Bank of New York Mellon Corp | 856K | $82.6M | -9.4% | 0.803% | 0.02% |
| 24 | Qube Research & Technologies Ltd | 774K | $74.6M | — | 0.726% | 0.09% |
| 25 | BANK OF AMERICA CORP /DE/ | 767K | $74.0M | +5.9% | 0.720% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SJM — a direct measure of their conviction.
Filings activity in SJM during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 800 | 0.1% | 70.16% | 2.42 pp | $8.72B | 3.3% |
| Q4 2025 | 801 | +2.4% | 72.58% | 2.46 pp | $9.02B | 3.3% |
| Q3 2025 | 782 | +0.5% | 75.04% | +5.02 pp | $9.32B | +7.2% |
| Q2 2025 | 778 | 3.6% | 70.02% | 9.49 pp | $8.70B | 12% |
| Q1 2025 | 807 | 1.1% | 79.51% | +7.65 pp | $9.88B | +11% |
| Q4 2024 | 816 | 1.2% | 71.86% | 6.62 pp | $8.93B | 8.4% |
| Q3 2024 | 826 | +0.2% | 78.48% | +3.53 pp | $9.75B | +4.7% |
| Q2 2024 | 824 | — | 74.95% | — | $9.31B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SJM stock.
Based on Q1 2026 13F filings, institutional ownership of The J. M. Smucker Company stands at 70.2%, held across 800 reporting institutions.
VANGUARD CAPITAL MANAGEMENT LLC is the largest reported institutional holder of SJM, with approximately 6,746,043 shares worth $0.65B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of SJM, including Point72 Asset Management, L.P., TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for SJM is 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
127 institutions opened new positions in SJM during Q1 2026, while 128 fully exited. 244 added to existing positions and 424 trimmed.
SJM institutional ownership fell by 2.42 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 50.2% of all reported 13F value in SJM, and the top 25 account for 73.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
The J. M. Smucker Company (SJM) Institutional Ownership