证券记录 · 已归档季度
SJM
The J. M. Smucker Company · Consumer Defensive · Packaged Foods
19被追踪持有人
+1Δ持有人
43.06M持有股份
$4.23B报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +5.6% ·
股份流向 +4.0% ·
净新建仓位 +5.3%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 |
持有人 · Q2 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (被动) | 12.90M | n/a | $1.27B | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (被动) | 8.49M | n/a | $834.14M | 0.0% | n/c | 1 | SEC ↗ ×21 |
| 3 | State Street Global Advisors ✦ (被动) | 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 ✦ (被动) | 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 ✦ (被动) | 1.15M | +2.1% | $112.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Marshall Wace ✦ | 371.02K | 新增 | $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 | 新增 | $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 |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Marshall Wace | $36.43M | 0.0% |
| Arrowstreet Capital | $1.74M | 0.0% |
已清仓
| D. E. Shaw & Co. | $359,374 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 813 持有人, 95.37M 股份, $8.89B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
公开市场买入 (P)
在我们的覆盖窗口内无内部人士公开市场买入记录。
公开市场卖出 (S)
Aug 31
Ferguson Robert D
Officer · 2.52K 股 · $333,938
Aug 31
SMUCKER MARK T
Officer, Director · 84.82K 股 · $11.14M
Aug 28
Marshall Tucker H
Officer · 11.09K 股 · $1.46M
Aug 28
Marshall Tucker H
Officer · 7.39K 股 · $977,269
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2025 ·
方法论 ·
通过API获取此数据