SJM
The J. M. Smucker Company · Consumer Defensive · Packaged Foods
Données momentum (gérants comparables) : étendue des détenteurs 0.0% · flux d'actions -3.7% · nouvelles positions nettes -0.7% — formule
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 6.75M | — | $650.59M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passif) | 6.73M | -20.7% | $648.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 6.73M | -20.7% | $648.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 6.73M | -20.7% | $648.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 6.73M | -20.7% | $648.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 6.73M | -20.7% | $648.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 6.73M | -20.7% | $648.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 6.73M | -20.7% | $648.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 6.73M | -20.7% | $648.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 6.73M | -20.7% | $648.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 6.73M | -20.7% | $648.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 6.73M | -20.7% | $648.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 6.73M | -20.7% | $648.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 6.73M | -20.7% | $648.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 6.73M | -20.7% | $648.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 6.73M | -20.7% | $648.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 6.73M | -20.7% | $648.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 6.73M | -20.7% | $648.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 6.73M | -20.7% | $648.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (passif) | 6.50M | -9.5% | $626.46M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 21 | UBS Group AG | 5.99M | +52.6% | $577.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | UBS Group AG | 5.99M | +52.6% | $577.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS Group AG | 5.99M | +52.6% | $577.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 5.99M | +52.6% | $577.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS Group AG | 5.99M | +52.6% | $577.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 3.92M | +15.6% | $378.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 27 | Dimensional Fund Advisors Lp | 3.92M | +15.6% | $378.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 28 | Dimensional Fund Advisors Lp | 3.92M | +15.6% | $378.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 29 | Dimensional Fund Advisors Lp | 3.92M | +15.6% | $378.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Dimensional Fund Advisors Lp | 3.92M | +15.6% | $378.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 31 | Barclays Plc | 3.04M | -26.0% | $293.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 32 | Barclays Plc | 3.04M | -26.0% | $293.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 33 | Barclays Plc | 3.04M | -26.0% | $293.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 34 | Barclays Plc | 3.04M | -26.0% | $293.03M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 35 | Geode Capital Management ✦ (passif) | 2.84M | +0.5% | $273.52M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 36 | Geode Capital Management ✦ (passif) | 2.84M | +0.5% | $273.52M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 37 | Invesco Ltd. | 2.32M | -16.5% | $224.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Invesco Ltd. | 2.32M | -16.5% | $224.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Invesco Ltd. | 2.32M | -16.5% | $224.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Invesco Ltd. | 2.32M | -16.5% | $224.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Invesco Ltd. | 2.32M | -16.5% | $224.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Invesco Ltd. | 2.32M | -16.5% | $224.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Invesco Ltd. | 2.32M | -16.5% | $224.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 2.19M | +42.7% | $211.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 2.19M | +42.7% | $211.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 2.19M | +42.7% | $211.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 2.19M | +42.7% | $211.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 2.19M | +42.7% | $211.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 49 | Hotchkis & Wiley Capital Management… | 2.19M | +6.4% | $211.21M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 50 | Morgan Stanley ✦ | 2.16M | -13.0% | $208.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Morgan Stanley ✦ | 2.16M | -13.0% | $208.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Morgan Stanley ✦ | 2.16M | -13.0% | $208.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Morgan Stanley ✦ | 2.16M | -13.0% | $208.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Morgan Stanley ✦ | 2.16M | -13.0% | $208.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Morgan Stanley ✦ | 2.16M | -13.0% | $208.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | Morgan Stanley ✦ | 2.16M | -13.0% | $208.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Morgan Stanley ✦ | 2.16M | -13.0% | $208.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Morgan Stanley ✦ | 2.16M | -13.0% | $208.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Morgan Stanley ✦ | 2.16M | -13.0% | $208.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Morgan Stanley ✦ | 2.16M | -13.0% | $208.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Morgan Stanley ✦ | 2.16M | -13.0% | $208.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Morgan Stanley ✦ | 2.16M | -13.0% | $208.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Morgan Stanley ✦ | 2.16M | -13.0% | $208.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 2.16M | -13.0% | $208.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 2.16M | -13.0% | $208.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 2.16M | -13.0% | $208.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Point72 Asset Management ✦ | 1.98M | +7.4% | $191.01M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 68 | Citadel Advisors ✦ | 1.94M | -26.6% | $186.61M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 69 | Citadel Advisors ✦ | 1.94M | -26.6% | $186.61M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 70 | Two Sigma Investments ✦ | 1.65M | +39.8% | $158.81M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 71 | ProShare Advisors LLC | 1.64M | +6.6% | $157.73M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 72 | Goldman Sachs Group ✦ | 1.32M | +130.7% | $127.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Goldman Sachs Group ✦ | 1.32M | +130.7% | $127.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Goldman Sachs Group ✦ | 1.32M | +130.7% | $127.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Balyasny Asset Management L.P. | 1.17M | -26.3% | $112.48M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 76 | Charles Schwab Investment… | 1.09M | +2.8% | $105.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Deutsche Bank Ag\ | 1.04M | -8.8% | $100.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Deutsche Bank Ag\ | 1.04M | -8.8% | $100.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Deutsche Bank Ag\ | 1.04M | -8.8% | $100.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Deutsche Bank Ag\ | 1.04M | -8.8% | $100.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Deutsche Bank Ag\ | 1.04M | -8.8% | $100.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Deutsche Bank Ag\ | 1.04M | -8.8% | $100.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Deutsche Bank Ag\ | 1.04M | -8.8% | $100.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Deutsche Bank Ag\ | 1.04M | -8.8% | $100.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Northern Trust Corp | 897.19K | -19.9% | $86.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Northern Trust Corp | 897.19K | -19.9% | $86.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Northern Trust Corp | 897.19K | -19.9% | $86.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Northern Trust Corp | 897.19K | -19.9% | $86.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Northern Trust Corp | 897.19K | -19.9% | $86.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Northern Trust Corp | 897.19K | -19.9% | $86.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Northern Trust Corp | 897.19K | -19.9% | $86.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 856.02K | -9.4% | $82.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 856.02K | -9.4% | $82.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Bank of New York Mellon Corp | 856.02K | -9.4% | $82.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | Bank of New York Mellon Corp | 856.02K | -9.4% | $82.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Bank of New York Mellon Corp | 856.02K | -9.4% | $82.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Bank of New York Mellon Corp | 856.02K | -9.4% | $82.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | Bank of New York Mellon Corp | 856.02K | -9.4% | $82.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Bank of New York Mellon Corp | 856.02K | -9.4% | $82.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Bank of New York Mellon Corp | 856.02K | -9.4% | $82.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Norges Bank | $92.96M | était 0.0% |
| Aviva Plc | $8.36M | était 0.0% |
| Mitsubishi UFJ Trust &… | $6.32M | était 0.0% |
| Credit Agricole S A | $4.55M | était 0.0% |
| Nordea Investment Management… | $1.78M | était 0.0% |
| National Pension Service | $1.70M | était 0.0% |
| Hrt Financial Lp | $1.11M | était 0.0% |
| Peak6 Llc | $651,806 | était 0.0% |
| Royal London Asset Management… | $203,249 | était 0.0% |
| DZ BANK AG Deutsche Zentral… | $70 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 813 détenteurs, 95.37M actions, $8.89B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.