SMUCKER J M CO SJM
COM NEW · Common Stock · CUSIP 832696405 · ISIN US8326964058
American food manufacturer
- SectorConsumer staples
- IndustryCanned, Fruits, Veg, Preserves, Jams & Jellies
- HeadquartersOrrville, OH
- Founded1897
- Websitejmsmucker.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($80.3m this quarter). Holder counts are more reliable. Shares outstanding: 106.5m as of 2025-06-11, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $98.24. Options: 24 managers hold calls ($177.8m notional), 26 hold puts ($124.5m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 883 |
| Q4 2022 | 926 |
| Q1 2023 | 946 |
| Q2 2023 | 925 |
| Q3 2023 | 888 |
| Q4 2023 | 903 |
| Q1 2024 | 884 |
| Q2 2024 | 854 |
| Q3 2024 | 848 |
| Q4 2024 | 847 |
| Q1 2025 | 835 |
| Q2 2025 | 797 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 358 | 458 |
| Q4 2023 | 376 | 442 |
| Q1 2024 | 333 | 467 |
| Q2 2024 | 369 | 432 |
| Q3 2024 | 357 | 409 |
| Q4 2024 | 324 | 417 |
| Q1 2025 | 352 | 400 |
| Q2 2025 | 373 | 384 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $154.2m | $118.8m | 0.77 |
| Q4 2024 | $162.4m | $98.4m | 0.61 |
| Q1 2025 | $139.0m | $98.7m | 0.71 |
| Q2 2025 | $177.8m | $124.5m | 0.70 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +1.8m |
| Engineers Gate Manager LP | New | +1.1m |
| Balyasny Asset Management L.P. | Added | +703.4k |
| Robeco Institutional Asset Management B.V. | Added | +601.6k |
| Stonegate Investment Group, LLC | New | +533.9k |
| Ilex Capital Partners (UK) LLP | Added | +481.7k |
| ExodusPoint Capital Management, LP | New | +376.8k |
| MARSHALL WACE, LLP | New | +371.0k |
| BARCLAYS PLC | Added | +365.5k |
| Verition Fund Management LLC | Added | +313.6k |
Biggest sellers
| FIL Ltd | Reduced | -1.2m |
| Thrivent Financial for Lutherans | Reduced | -553.3k |
| MAVERICK CAPITAL LTD | Sold out | -541.6k |
| MORGAN STANLEY | Reduced | -518.3k |
| TWO SIGMA ADVISERS, LP | Sold out | -508.7k |
| Boston Partners | Reduced | -479.8k |
| Candlestick Capital Management LP | Sold out | -410.6k |
| CITADEL ADVISORS LLC | Reduced | -398.9k |
| ARIEL INVESTMENTS, LLC | Reduced | -352.6k |
| ProShare Advisors LLC | Reduced | -287.8k |
Biggest calls
| Twin Tree Management, LP | Reduced | $42.0m428.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $18.6m189.6k shares |
| JANE STREET GROUP, LLC | Added | $18.3m186.3k shares |
| Concentric Capital Strategies, LP | New | $17.9m182.2k shares |
| CITADEL ADVISORS LLC | Added | $15.4m157.0k shares |
| WOLVERINE TRADING, LLC | Added | $12.1m126.4k shares |
| PEAK6 LLC | Added | $9.5m97.0k shares |
| Walleye Trading LLC | Added | $9.3m95.2k shares |
| IMC-Chicago, LLC | Added | $6.1m62.4k shares |
| Private Capital Management, LLC | New | $5.4m55.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $35.7m363.1k shares |
| CITADEL ADVISORS LLC | Added | $21.1m214.4k shares |
| PEAK6 LLC | Added | $10.7m108.8k shares |
| Walleye Trading LLC | Added | $9.1m93.1k shares |
| NATIONAL BANK OF CANADA /FI/ | New | $8.1m821 shares |
| IMC-Chicago, LLC | Added | $6.3m63.9k shares |
| JANE STREET GROUP, LLC | Added | $4.9m50.1k shares |
| WOLVERINE TRADING, LLC | Added | $3.9m40.8k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $3.7m37.5k shares |
| SIMPLEX TRADING, LLC | Added | $3.5m35.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.2% |
| BlackRock, Inc. 13G · institution filed 2026-04-27 | 5.9% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 2 | $1.4m | — |
| Q4 2023 | 1 | $125.0k | 1 | $186.8k | — |
| Q1 2024 | 1 | $110.0k | 1 | $1.2m | — |
| Q2 2024 | 0 | — | 1 | $1.1m | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 1 | $112.3k | — |
| Q1 2025 | 1 | $100.5k | 3 | $1.5m | — |
| Q2 2025 | 1 | $100.9k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-12 | AMIN TARANG Director | Bought | $100.9k1.1k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 12.9m $1.3bn | Reduced -144.1k |
| BlackRock, Inc. 0.02% of their portfolio | 8.5m $834.1m | Added +5.1k |
| STATE STREET CORP 0.03% of their portfolio | 7.4m $726.1m | Reduced -74.1k |
| FMR LLC 0.02% of their portfolio | 4.4m $432.9m | Reduced -42.2k |
| Invesco Ltd. 0.05% of their portfolio | 2.8m $276.8m | Added +195.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 2.8m $271.5m | Added +49.0k |
| CITADEL ADVISORS LLC 0.23% of their portfolio | 2.6m $259.4m | Reduced -398.9k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 2.3m $226.0m | Added +44.6k |
| Balyasny Asset Management L.P. 0.50% of their portfolio | 2.3m $221.1m | Added +703.4k |
| MILLENNIUM MANAGEMENT LLC 0.19% of their portfolio | 2.1m $207.5m | Added +1.8m |
| Ilex Capital Partners (UK) LLP 6.61% of their portfolio | 2.0m $199.7m | Added +481.7k |
| NORDEA INVESTMENT MANAGEMENT AB 0.17% of their portfolio | 1.8m $178.5m | Reduced -143.2k |
| ARIEL INVESTMENTS, LLC 1.70% of their portfolio | 1.5m $150.1m | Reduced -352.6k |
| UBS Group AG 0.03% of their portfolio | 1.5m $149.0m | Added +245.5k |
| MORGAN STANLEY 0.01% of their portfolio | 1.5m $143.6m | Reduced -518.3k |
| LSV ASSET MANAGEMENT 0.32% of their portfolio | 1.4m $136.7m | Added +12.4k |
| ProShare Advisors LLC 0.27% of their portfolio | 1.4m $134.9m | Reduced -287.8k |
| DEUTSCHE BANK AG\ 0.05% of their portfolio | 1.3m $129.0m | Added +100.2k |
| NORGES BANK 0.01% of their portfolio | 1.1m $112.8m | Added +23.9k |
| Engineers Gate Manager LP 1.37% of their portfolio | 1.1m $109.9m | New |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.1m $105.2m | Reduced -148.3k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.1m $103.9m | Added +71.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.0m $102.1m | Added +21.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 984.1k $96.6m | Added +168.7k |
| BARCLAYS PLC 0.03% of their portfolio | 813.1k $79.8m | Added +365.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 778.9k $76.5m | Reduced -36.0k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 758.5k $74.5m | Reduced -32.4k |
| Freestone Grove Partners LP 0.50% of their portfolio | 676.5k $66.4m | Added +297.5k |
| STALEY CAPITAL ADVISERS INC 2.67% of their portfolio | 638.7k $62.7m | Added +86.9k |
| Robeco Institutional Asset Management B.V. 0.10% of their portfolio | 613.9k $60.3m | Added +601.6k |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 545.5k $53.6m | Reduced -97.4k |
| Stonegate Investment Group, LLC 1.32% of their portfolio | 533.9k $52.4m | New |
| Legal & General Group Plc 0.01% of their portfolio | 495.4k $48.6m | Reduced -101.0k |
| Boston Partners 0.05% of their portfolio | 479.1k $47.1m | Reduced -479.8k |
| Amundi 0.02% of their portfolio | 466.1k $48.9m | Added +28.6k |
| Vest Financial, LLC 0.63% of their portfolio | 454.2k $44.6m | Reduced -74.4k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 453.3k $44.5m | Reduced -70.8k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 435.6k $42.8m | Reduced -1.4k |
| Verition Fund Management LLC 0.24% of their portfolio | 433.3k $42.6m | Added +313.6k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 417.2k $41.9m | Reduced -114.5k |
| California Public Employees Retirement System 0.02% of their portfolio | 390.4k $38.3m | Reduced -71.6k |
| ExodusPoint Capital Management, LP 0.45% of their portfolio | 376.8k $37.0m | New |
| MARSHALL WACE, LLP 0.04% of their portfolio | 371.0k $36.4m | New |
| NOMURA ASSET MANAGEMENT CO LTD 0.09% of their portfolio | 347.2k $34.1m | Reduced -48.5k |
| Swiss National Bank 0.02% of their portfolio | 322.1k $31.6m | Added +21.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 311.0k $30.5m | Reduced -21.4k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 308.4k $30.3m | Reduced -15.0k |
| Douglas Lane & Associates, LLC 0.44% of their portfolio | 308.4k $30.3m | Added +6.1k |
| Tandem Investment Advisors, Inc. 0.97% of their portfolio | 281.9k $27.7m | Reduced -127.5k |
| Advisors Capital Management, LLC 0.36% of their portfolio | 270.4k $26.6m | Added +15.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.02% of their portfolio | 244.7k $24.0m | Added +12.5k |
| CWM, LLC 0.08% of their portfolio | 241.6k $23.7m | Added +37.0k |
| Nuveen, LLC 0.01% of their portfolio | 238.9k $23.5m | Added +11.5k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 236.0k $23.2m | Added +13.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 234.8k $23.1m | Added +130.2k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 234.4k $22.5m | Added +164.5k |
| LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio | 222.0k $21.8m | Added +65.6k |
| TD Asset Management Inc 0.02% of their portfolio | 218.1k $21.4m | Reduced -1.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 217.0k $21.3m | Reduced -116.1k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 202.7k $19.9m | Added +77.1k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 183.3k $18.0m | Added +3.1k |
| Huber Capital Management LLC 2.92% of their portfolio | 174.9k $17.2m | Added +123.3k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 174.4k $17.1m | Reduced -50.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 172.1k $16.9m | Added +1.2k |
| SPEECE THORSON CAPITAL GROUP INC 3.32% of their portfolio | 166.2k $16.3m | Added +27.1k |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1.13% of their portfolio | 162.5k $16.0m | Added +46.9k |
| GAMCO INVESTORS, INC. ET AL 0.15% of their portfolio | 158.4k $15.6m | Added +8.2k |
| NATIONAL BANK OF CANADA /FI/ 0.02% of their portfolio | 157.0k $15.4m | Added +114.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 155.3k $15.3m | Reduced -235 |
| Swedbank AB 0.02% of their portfolio | 147.8k $14.5m | First filing |
| Alyeska Investment Group, L.P. 0.05% of their portfolio | 142.4k $14.0m | New |
| GABELLI FUNDS LLC 0.10% of their portfolio | 139.2k $13.7m | Reduced -3.1k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 133.8k $13.1m | Added +7.3k |
| Cerity Partners LLC 0.02% of their portfolio | 129.3k $12.7m | Added +11.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 127.7k $12.5m | Reduced -3.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 122.5k $12.0m | Added +101.6k |
| CITIGROUP INC 0.01% of their portfolio | 121.0k $11.9m | Reduced -35.1k |
| PNC Financial Services Group, Inc. 0.01% of their portfolio | 117.7k $11.6m | Reduced -6.1k |
| LPL Financial LLC 0.00% of their portfolio | 117.2k $11.5m | Added +8.6k |
| MAI Capital Management 0.08% of their portfolio | 114.0k $11.2m | Added +121 |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 109.1k $10.7m | Reduced -63.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 107.2k $10.5m | Added +4.8k |
| Janney Montgomery Scott LLC 0.03% of their portfolio | 103.8k $10.2m | Reduced -6.7k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 102.7k $10.1m | Added +15.8k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 100.9k $9.9m | Added +37.4k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio | 97.4k $9.6m | Added +300 |
| AXA S.A. 0.03% of their portfolio | 96.0k $9.4m | Added +1.0k |
| Meiji Yasuda Asset Management Co Ltd. 0.47% of their portfolio | 95.6k $9.4m | Reduced -5.7k |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 92.4k $9.1m | Reduced -43.7k |
| Hudson Bay Capital Management LP 0.06% of their portfolio | 85.9k $8.4m | Added +64.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 84.1k $8.3m | Added +13 |
| NATIXIS 0.04% of their portfolio | 82.7k $8.1m | Added +71.1k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 79.5k $7.8m | Reduced -250 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 79.4k $7.8m | Added +458 |
| AVIVA PLC 0.02% of their portfolio | 79.1k $7.8m | Added +6.1k |
| STOREBRAND ASSET MANAGEMENT AS 0.02% of their portfolio | 79.0k $7.8m | Unchanged |
| State of Tennessee, Department of Treasury 0.03% of their portfolio | 77.4k $7.6m | Added +27.5k |
| COMMERZBANK AKTIENGESELLSCHAFT /FI 0.17% of their portfolio | 77.0k $7.6m | Added +30.9k |
| Vontobel Holding Ltd. 0.02% of their portfolio | 76.0k $7.5m | Added +4.6k |
| Aberdeen Group plc 0.01% of their portfolio | 75.5k $7.3m | Added +3.2k |