SJM
The J. M. Smucker Company · Consumer Defensive · Packaged Foods
Momentum inputs (comparable managers):
holder breadth +5.6% ·
share flow +4.0% ·
net new positions +5.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 148 | -1 | 70.40M | $7.92B | +6 | −8 |
| Q1 2026 | 153 | 0 | 74.24M | $7.16B | +9 | −10 |
| Q4 2025 | 152 | +1 | 83.72M | $8.19B | +2 | n/a |
| Q3 2025 | 21 | 0 | 44.27M | $4.81B | +1 | −2 |
| Q2 2025 | 19 | +1 | 43.06M | $4.23B | +2 | −1 |
| Q1 2025 | 15 | +1 | 15.62M | $1.85B | +2 | −1 |
| Q4 2024 | 14 | -2 | 15.43M | $1.70B | n/a | −2 |
| Q3 2024 | 15 | -2 | 7.39M | $893.77M | n/a | −2 |
| Q2 2024 | 17 | n/a | 10.00M | $1.09B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 12.90M | n/a | $1.27B | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (passive) | 8.49M | n/a | $834.14M | 0.0% | n/c | 1 | SEC ↗ ×21 |
| 3 | State Street Global Advisors ✦ (passive) | 7.39M | -1.0% | $726.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 4.41M | n/a | $432.94M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 5 | Geode Capital Management ✦ (passive) | 2.78M | +1.8% | $271.54M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | Citadel Advisors ✦ | 2.64M | -13.1% | $259.44M | 0.2% | ▼ Trim | 5 | SEC ↗ ×2 |
| 7 | Millennium Management ✦ | 2.11M | +518.4% | $207.54M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 8 | Norges Bank ✦ (passive) | 1.15M | +2.1% | $112.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Marshall Wace ✦ | 371.02K | New | $36.43M | 0.0% | New | 1 | SEC ↗ ×3 |
| 10 | AQR Capital Management ✦ | 234.37K | +235.6% | $22.54M | 0.0% | ▲ Add | 5 | SEC ↗ ×6 |
| 11 | GAMCO Investors ✦ | 158.38K | +5.5% | $15.55M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 155.31K | -0.1% | $15.25M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 13 | Adage Capital Partners ✦ | 97.43K | +0.3% | $9.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 65.66K | -25.1% | $6.45M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 43.10K | -22.7% | $4.23M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 21.97K | -86.1% | $2.16M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | Arrowstreet Capital ✦ | 17.72K | New | $1.74M | 0.0% | New | 1 | SEC ↗ |
| 18 | Bridgewater Associates ✦ | 11.40K | -91.6% | $1.12M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Wellington Management ✦ | 6.12K | +30.3% | $600,591 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $36.43M | 0.0% |
| Arrowstreet Capital | $1.74M | 0.0% |
Exited
| D. E. Shaw & Co. | $359,374 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 813 holders, 95.37M shares, $8.89B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 2.52K sh · $333,938
Officer, Director · 84.82K sh · $11.14M
Officer · 11.09K sh · $1.46M
Officer · 7.39K sh · $977,269
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology