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 ($70.4m this quarter). Holder counts are more reliable. Shares outstanding: 106.6m as of 2026-02-19, 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 ≈ $96.41. Options: 19 managers hold calls ($134.1m notional), 19 hold puts ($61.6m).
Trends to Q1 2026
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 |
| Q3 2025 | 808 |
| Q4 2025 | 822 |
| Q1 2026 | 819 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 369 | 432 |
| Q3 2024 | 357 | 409 |
| Q4 2024 | 324 | 417 |
| Q1 2025 | 352 | 400 |
| Q2 2025 | 373 | 384 |
| Q3 2025 | 355 | 373 |
| Q4 2025 | 303 | 437 |
| Q1 2026 | 404 | 371 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $177.8m | $124.5m | 0.70 |
| Q3 2025 | $162.5m | $137.6m | 0.85 |
| Q4 2025 | $110.1m | $70.2m | 0.64 |
| Q1 2026 | $134.1m | $61.6m | 0.46 |
Biggest buyers
| UBS Group AG | Added | +2.1m |
| Qube Research & Technologies Ltd | New | +773.8k |
| GOLDMAN SACHS GROUP INC | Added | +746.2k |
| BESSEMER GROUP INC | Added | +722.9k |
| FMR LLC | Added | +656.7k |
| DIMENSIONAL FUND ADVISORS LP | Added | +528.4k |
| JANE STREET GROUP, LLC | New | +508.9k |
| AQR CAPITAL MANAGEMENT LLC | Added | +483.5k |
| TWO SIGMA INVESTMENTS, LP | Added | +468.9k |
| JPMORGAN CHASE & CO | Added | +408.0k |
Biggest sellers
| BlackRock, Inc. | Reduced | -1.8m |
| MARSHALL WACE, LLP | Reduced | -1.2m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.1m |
| BARCLAYS PLC | Reduced | -1.1m |
| TWO SIGMA ADVISERS, LP | Sold out | -895.3k |
| CITADEL ADVISORS LLC | Reduced | -699.6k |
| STATE STREET CORP | Reduced | -684.4k |
| Squarepoint Ops LLC | Reduced | -538.9k |
| Nearwater Capital Markets, Ltd | Reduced | -480.0k |
| Invesco Ltd. | Reduced | -459.3k |
Biggest calls
| PICTON MAHONEY ASSET MANAGEMENT | New | $23.1m240.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $18.6m193.1k shares |
| JANE STREET GROUP, LLC | Added | $18.2m188.6k shares |
| CITADEL ADVISORS LLC | Added | $18.0m186.5k shares |
| UBS Group AG | New | $17.1m177.2k shares |
| Twin Tree Management, LP | Added | $9.5m99.0k shares |
| IMC-Chicago, LLC | Added | $9.1m94.8k shares |
| GROUP ONE TRADING LLC | Added | $5.1m53.3k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $4.2m43.3k shares |
| Parallax Volatility Advisers, L.P. | New | $3.4m36.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $16.7m173.4k shares |
| IMC-Chicago, LLC | Added | $6.9m71.8k shares |
| JANE STREET GROUP, LLC | Added | $6.0m62.6k shares |
| CITADEL ADVISORS LLC | Reduced | $5.9m61.5k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $4.5m47.1k shares |
| UBS Group AG | New | $3.7m38.4k shares |
| Parallax Volatility Advisers, L.P. | New | $3.4m36.0k shares |
| Walleye Capital LLC | Added | $3.1m32.5k shares |
| Walleye Trading LLC | Reduced | $3.0m31.0k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $1.8m18.7k 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 0 | — | 2 | $1.9m | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 1 | $99.8k | 1 | $50.4k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-10 | SMUCKER MARK T CEO, Chair of Board, director · By Trusts FBO Son | Sold | $25.2k231 shares |
| 2026-03-10 | SMUCKER MARK T CEO, Chair of Board, director · By Trusts FBO Daughter | Sold | $25.2k231 shares |
| 2026-03-02 | AMIN TARANG Director | Bought | $99.8k880 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 6.7m $650.6m | First filing |
| BlackRock, Inc. 0.01% of their portfolio | 6.7m $648.7m | Reduced -1.8m |
| STATE STREET CORP 0.02% of their portfolio | 6.5m $626.5m | Reduced -684.4k |
| UBS Group AG 0.10% of their portfolio | 6.0m $577.6m | Added +2.1m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.02% of their portfolio | 4.9m $470.4m | First filing |
| DIMENSIONAL FUND ADVISORS LP 0.08% of their portfolio | 3.9m $378.1m | Added +528.4k |
| BARCLAYS PLC 0.10% of their portfolio | 3.0m $293.0m | Reduced -1.1m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 2.8m $273.5m | Added +13.9k |
| Invesco Ltd. 0.02% of their portfolio | 2.3m $224.1m | Reduced -459.3k |
| FMR LLC 0.01% of their portfolio | 2.2m $211.6m | Added +656.7k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.65% of their portfolio | 2.2m $211.2m | Added +132.4k |
| MORGAN STANLEY 0.01% of their portfolio | 2.2m $208.7m | Reduced -322.2k |
| Point72 Asset Management, L.P. 0.33% of their portfolio | 2.0m $191.0m | Added +136.7k |
| CITADEL ADVISORS LLC 0.13% of their portfolio | 1.9m $186.6m | Reduced -699.6k |
| ARIEL INVESTMENTS, LLC 2.01% of their portfolio | 1.9m $179.4m | Added +251.5k |
| TWO SIGMA INVESTMENTS, LP 0.13% of their portfolio | 1.6m $158.8m | Added +468.9k |
| ProShare Advisors LLC 0.23% of their portfolio | 1.6m $157.7m | Added +100.9k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.3m $127.0m | Added +746.2k |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC 0.75% of their portfolio | 1.2m $118.6m | First filing |
| Balyasny Asset Management L.P. 0.22% of their portfolio | 1.2m $112.5m | Reduced -416.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.1m $105.1m | Added +29.3k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 1.0m $100.7m | Reduced -100.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 897.2k $86.5m | Reduced -222.2k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 856.0k $82.6m | Reduced -88.8k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 790.1k $75.2m | Added +408.0k |
| LSV ASSET MANAGEMENT 0.16% of their portfolio | 783.3k $75.5m | Added +74.4k |
| Qube Research & Technologies Ltd 0.11% of their portfolio | 773.8k $74.6m | New |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 767.3k $74.0m | Added +43.0k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 753.0k $71.5m | Added +483.5k |
| BESSEMER GROUP INC 0.11% of their portfolio | 726.1k $70.0m | Added +722.9k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 657.2k $63.4m | Added +93.7k |
| STALEY CAPITAL ADVISERS INC 2.60% of their portfolio | 637.7k $61.5m | Added +93.8k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 596.1k $57.5m | First filing |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 550.8k $53.1m | Added +98.8k |
| NewEdge Advisors, LLC 0.19% of their portfolio | 538.1k $51.9m | Added +4.7k |
| Verition Fund Management LLC 0.50% of their portfolio | 535.5k $51.6m | Added +396.6k |
| JANE STREET GROUP, LLC 0.05% of their portfolio | 508.9k $49.1m | New |
| Vest Financial, LLC 0.59% of their portfolio | 506.7k $48.9m | Added +35.8k |
| Amundi 0.01% of their portfolio | 505.4k $48.7m | Reduced -424.9k |
| Advisors Capital Management, LLC 0.49% of their portfolio | 434.4k $41.9m | Added +177.3k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 417.3k $40.2m | Reduced -16.0k |
| BANK OF NOVA SCOTIA 0.07% of their portfolio | 404.3k $39.0m | Added +387.6k |
| NOMURA ASSET MANAGEMENT CO LTD 0.09% of their portfolio | 376.7k $36.3m | Reduced -7.9k |
| Caisse de depot et placement du Quebec 0.06% of their portfolio | 372.9k $36.0m | New |
| PRUDENTIAL FINANCIAL INC 0.04% of their portfolio | 360.5k $34.8m | Added +260.7k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 352.6k $34.0m | Added +62.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 325.1k $31.4m | Reduced -339.4k |
| MAI Capital Management 0.17% of their portfolio | 310.0k $29.9m | Added +190.9k |
| Freestone Grove Partners LP 0.20% of their portfolio | 291.9k $28.1m | Added +65.7k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 291.7k $28.1m | Reduced -1.1m |
| Douglas Lane & Associates, LLC 0.38% of their portfolio | 274.2k $26.4m | Reduced -4.6k |
| Nuveen, LLC 0.01% of their portfolio | 265.7k $25.6m | Added +49.6k |
| Vanguard Global Advisers, LLC 0.01% of their portfolio | 245.7k $23.7m | First filing |
| California Public Employees Retirement System 0.01% of their portfolio | 238.1k $23.0m | Reduced -34.1k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 221.2k $21.3m | Reduced -14.6k |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 214.0k $20.6m | Added +120.9k |
| Swiss National Bank 0.01% of their portfolio | 211.1k $20.4m | Reduced -81.3k |
| CWM, LLC 0.05% of their portfolio | 201.3k $19.4m | Reduced -11.2k |
| Nearwater Capital Markets, Ltd 0.45% of their portfolio | 200.0k $19.3m | Reduced -480.0k |
| Legal & General Group Plc 0.00% of their portfolio | 197.4k $19.0m | Reduced -134.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 193.1k $18.6m | Reduced -37.9k |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 0.88% of their portfolio | 191.3k $18.4m | New |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 186.7k $18.0m | Reduced -13.6k |
| Holowesko Partners Ltd. 4.97% of their portfolio | 183.8k $17.7m | New |
| Robeco Institutional Asset Management B.V. 0.02% of their portfolio | 180.0k $17.4m | Added +22.5k |
| CITIGROUP INC 0.01% of their portfolio | 179.3k $17.3m | Added +15.6k |
| LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio | 175.8k $17.0m | Reduced -4.5k |
| Schonfeld Strategic Advisors LLC 0.14% of their portfolio | 174.6k $16.8m | Added +171.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 172.7k $16.7m | Reduced -98.6k |
| Engineers Gate Manager LP 0.21% of their portfolio | 170.3k $16.4m | Added +164.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 168.6k $16.3m | Added +44.3k |
| Night Squared LP 2.38% of their portfolio | 168.0k $16.2m | Added +70.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 166.2k $16.0m | Added +150.7k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.06% of their portfolio | 164.0k $15.8m | Reduced -2.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 160.0k $15.4m | Added +137.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 155.6k $15.0m | Reduced -2.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 152.0k $14.7m | Added +128.9k |
| Gotham Asset Management, LLC 0.04% of their portfolio | 151.5k $14.6m | Added +122.5k |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1.07% of their portfolio | 150.3k $14.5m | Added +1.4k |
| FIL Ltd 0.01% of their portfolio | 150.0k $14.5m | Reduced -150.0k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 141.4k $13.6m | Reduced -125.1k |
| GAMCO INVESTORS, INC. ET AL 0.13% of their portfolio | 140.6k $13.6m | Reduced -5.6k |
| GABELLI FUNDS LLC 0.09% of their portfolio | 131.1k $12.6m | Added +3.0k |
| Gradient Investments LLC 0.20% of their portfolio | 130.6k $12.6m | Added +2.5k |
| PICTON MAHONEY ASSET MANAGEMENT 0.13% of their portfolio | 126.0k $12.2m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 125.7k $12.1m | Reduced -64.1k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 123.1k $11.8m | Reduced -201.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio | 122.5k $11.8m | Added +30.6k |
| Man Group plc 0.02% of their portfolio | 120.3k $11.6m | Added +92.9k |
| SPEECE THORSON CAPITAL GROUP INC 2.63% of their portfolio | 119.6k $11.5m | Reduced -9.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 118.8k $11.5m | Added +1.1k |
| PNC Financial Services Group, Inc. 0.01% of their portfolio | 115.5k $11.1m | Added +4.5k |
| LPL Financial LLC 0.00% of their portfolio | 109.3k $10.5m | Added +4.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 107.3k $10.3m | Reduced -13.7k |
| Meiji Yasuda Asset Management Co Ltd. 0.50% of their portfolio | 104.8k $10.1m | Added +13.7k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.04% of their portfolio | 103.6k $10.0m | Reduced -266.8k |
| Bridgewater Associates, LP 0.04% of their portfolio | 102.1k $9.8m | Reduced -130.8k |
| Janney Montgomery Scott LLC 0.02% of their portfolio | 102.0k $9.8m | Reduced -575 |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 102.0k $9.8m | Added +38.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 99.4k $9.7m | Reduced -4.0k |