SJM
The J. M. Smucker Company · Consumer Defensive · Packaged Foods
Momentum inputs (comparable managers):
holder breadth +0.7% ·
share flow +1.6% ·
net new positions +1.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 150 | -1 | 71.20M | $8.01B | +6 | −6 |
| Q1 2026 | 153 | 0 | 74.24M | $7.16B | +9 | −10 |
| Q4 2025 | 152 | +1 | 83.72M | $8.19B | +2 | — |
| 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 | — | −2 |
| Q3 2024 | 15 | -2 | 7.39M | $893.77M | — | −2 |
| Q2 2024 | 17 | — | 10.00M | $1.09B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 12.46M | -0.3% | $1.22B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passive) | 12.46M | -0.3% | $1.22B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passive) | 12.46M | -0.3% | $1.22B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passive) | 12.46M | -0.3% | $1.22B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 12.46M | -0.3% | $1.22B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 8.49M | -1.5% | $830.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 8.49M | -1.5% | $830.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 8.49M | -1.5% | $830.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 8.49M | -1.5% | $830.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 8.49M | -1.5% | $830.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 8.49M | -1.5% | $830.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 8.49M | -1.5% | $830.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 8.49M | -1.5% | $830.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 8.49M | -1.5% | $830.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 8.49M | -1.5% | $830.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 8.49M | -1.5% | $830.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 8.49M | -1.5% | $830.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 8.49M | -1.5% | $830.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 8.49M | -1.5% | $830.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | BlackRock ✦ (passive) | 8.49M | -1.5% | $830.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | BlackRock ✦ (passive) | 8.49M | -1.5% | $830.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | BlackRock ✦ (passive) | 8.49M | -1.5% | $830.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 8.49M | -1.5% | $830.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 8.49M | -1.5% | $830.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | State Street Global Advisors ✦ (passive) | 7.18M | +0.2% | $702.29M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Barclays Plc | 4.10M | — | $401.48M | 0.2% | n/c | 1 | SEC ↗ |
| 27 | Barclays Plc | 4.10M | — | $401.48M | 0.2% | n/c | 1 | SEC ↗ |
| 28 | Barclays Plc | 4.10M | — | $401.48M | 0.2% | n/c | 1 | SEC ↗ |
| 29 | UBS Group AG | 3.92M | — | $383.83M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | UBS Group AG | 3.92M | — | $383.83M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | UBS Group AG | 3.92M | — | $383.83M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | UBS Group AG | 3.92M | — | $383.83M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Dimensional Fund Advisors Lp | 3.39M | — | $331.81M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Dimensional Fund Advisors Lp | 3.39M | — | $331.81M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Dimensional Fund Advisors Lp | 3.39M | — | $331.81M | 0.1% | n/c | 1 | SEC ↗ |
| 36 | Dimensional Fund Advisors Lp | 3.39M | — | $331.81M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Dimensional Fund Advisors Lp | 3.39M | — | $331.81M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Geode Capital Management ✦ (passive) | 2.83M | +0.1% | $275.46M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 39 | Geode Capital Management ✦ (passive) | 2.83M | +0.1% | $275.46M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 40 | Invesco Ltd. | 2.78M | — | $272.23M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Invesco Ltd. | 2.78M | — | $272.23M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Invesco Ltd. | 2.78M | — | $272.23M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Invesco Ltd. | 2.78M | — | $272.23M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Invesco Ltd. | 2.78M | — | $272.23M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Invesco Ltd. | 2.78M | — | $272.23M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Invesco Ltd. | 2.78M | — | $272.23M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Invesco Ltd. | 2.78M | — | $272.23M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Invesco Ltd. | 2.78M | — | $272.23M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Invesco Ltd. | 2.78M | — | $272.23M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Invesco Ltd. | 2.78M | — | $272.23M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Invesco Ltd. | 2.78M | — | $272.23M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Citadel Advisors ✦ | 2.63M | +50.8% | $257.69M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 53 | Citadel Advisors ✦ | 2.63M | +50.8% | $257.69M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 2.49M | +16.8% | $243.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 2.49M | +16.8% | $243.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 2.49M | +16.8% | $243.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 2.49M | +16.8% | $243.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 2.49M | +16.8% | $243.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 2.49M | +16.8% | $243.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 2.49M | +16.8% | $243.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 2.49M | +16.8% | $243.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 2.49M | +16.8% | $243.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 2.49M | +16.8% | $243.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 2.49M | +16.8% | $243.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 2.49M | +16.8% | $243.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 2.49M | +16.8% | $243.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 2.49M | +16.8% | $243.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 2.49M | +16.8% | $243.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 2.49M | +16.8% | $243.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Hotchkis & Wiley Capital Management… | 2.06M | — | $201.26M | 0.6% | n/c | 1 | SEC ↗ |
| 71 | Point72 Asset Management ✦ | 1.84M | New | $180.35M | 0.3% | New | 1 | SEC ↗ |
| 72 | Balyasny Asset Management L.P. | 1.58M | — | $154.84M | 0.3% | n/c | 1 | SEC ↗ |
| 73 | Balyasny Asset Management L.P. | 1.58M | — | $154.84M | 0.3% | n/c | 1 | SEC ↗ |
| 74 | Fidelity (FMR) ✦ | 1.54M | -7.8% | $150.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Fidelity (FMR) ✦ | 1.54M | -7.8% | $150.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Fidelity (FMR) ✦ | 1.54M | -7.8% | $150.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Fidelity (FMR) ✦ | 1.54M | -7.8% | $150.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Fidelity (FMR) ✦ | 1.54M | -7.8% | $150.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | ProShare Advisors LLC | 1.53M | — | $150.10M | 0.3% | n/c | 1 | SEC ↗ |
| 80 | Millennium Management ✦ | 1.37M | -13.1% | $133.74M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 81 | Marshall Wace ✦ | 1.24M | +41.7% | $121.34M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 82 | Marshall Wace ✦ | 1.24M | +41.7% | $121.34M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 83 | Marshall Wace ✦ | 1.24M | +41.7% | $121.34M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 84 | Marshall Wace ✦ | 1.24M | +41.7% | $121.34M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 85 | Two Sigma Investments ✦ | 1.18M | -22.9% | $115.20M | 0.2% | ▼ Trim | 7 | SEC ↗ |
| 86 | Deutsche Bank Ag\ | 1.15M | — | $112.03M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Deutsche Bank Ag\ | 1.15M | — | $112.03M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Deutsche Bank Ag\ | 1.15M | — | $112.03M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Deutsche Bank Ag\ | 1.15M | — | $112.03M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Deutsche Bank Ag\ | 1.15M | — | $112.03M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Deutsche Bank Ag\ | 1.15M | — | $112.03M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Deutsche Bank Ag\ | 1.15M | — | $112.03M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Deutsche Bank Ag\ | 1.15M | — | $112.03M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Northern Trust Corp | 1.12M | — | $109.49M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Northern Trust Corp | 1.12M | — | $109.49M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Northern Trust Corp | 1.12M | — | $109.49M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Northern Trust Corp | 1.12M | — | $109.49M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Northern Trust Corp | 1.12M | — | $109.49M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Northern Trust Corp | 1.12M | — | $109.49M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Northern Trust Corp | 1.12M | — | $109.49M | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $180.35M | 0.3% |
Exited
| No tracked exits this quarter. |
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.