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 ($86.5m this quarter). Holder counts are more reliable. Shares outstanding: 106.7m as of 2026-06-02, 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 ≈ $112.55. Options: 19 managers hold calls ($182.7m notional), 18 hold puts ($89.3m).
Trends to Q2 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 |
| Q2 2026 | 886 |
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 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 |
| Q2 2026 | 487 | 327 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $162.5m | $137.6m | 0.85 |
| Q4 2025 | $110.1m | $70.2m | 0.64 |
| Q1 2026 | $134.1m | $61.6m | 0.46 |
| Q2 2026 | $182.7m | $89.3m | 0.49 |
Biggest buyers
| RWC Asset Management LLP | New | +1.6m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.1m |
| GOLDMAN SACHS GROUP INC | Added | +857.4k |
| CITADEL ADVISORS LLC | Added | +755.9k |
| DIMENSIONAL FUND ADVISORS LP | Added | +670.7k |
| BlackRock, Inc. | Added | +663.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | New | +612.1k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +603.8k |
| SG Americas Securities, LLC | Added | +590.9k |
| Qube Research & Technologies Ltd | Added | +507.3k |
Biggest sellers
| UBS Group AG | Reduced | -5.4m |
| BARCLAYS PLC | Reduced | -2.7m |
| Point72 Asset Management, L.P. | Reduced | -1.3m |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | Reduced | -1.0m |
| BESSEMER GROUP INC | Reduced | -721.1k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -686.0k |
| JPMORGAN CHASE & CO | Reduced | -459.1k |
| Verition Fund Management LLC | Reduced | -430.1k |
| D. E. Shaw & Co., Inc. | Sold out | -417.3k |
| BANK OF NOVA SCOTIA | Reduced | -399.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $59.5m529.1k shares |
| JANE STREET GROUP, LLC | Added | $55.5m493.3k shares |
| IMC-Chicago, LLC | Added | $15.3m136.3k shares |
| CITADEL ADVISORS LLC | Reduced | $12.4m110.1k shares |
| Squarepoint Ops LLC | Added | $8.9m78.7k shares |
| Concentric Capital Strategies, LP | New | $7.8m69.0k shares |
| Point72 Asset Management, L.P. | Added | $7.1m63.4k shares |
| Parallax Volatility Advisers, L.P. | Unchanged | $4.0m36.0k shares |
| Walleye Trading LLC | Added | $3.7m33.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | New | $2.3m20.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $25.2m223.8k shares |
| CITADEL ADVISORS LLC | Added | $13.5m120.3k shares |
| JANE STREET GROUP, LLC | Added | $9.7m86.0k shares |
| IMC-Chicago, LLC | Added | $8.5m75.7k shares |
| Squarepoint Ops LLC | Added | $7.9m70.1k shares |
| PEAK6 LLC | Added | $5.4m47.8k shares |
| Point72 Asset Management, L.P. | Added | $4.8m42.6k shares |
| Parallax Volatility Advisers, L.P. | Unchanged | $4.0m36.0k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $3.8m33.4k shares |
| Walleye Trading LLC | Reduced | $3.1m27.7k 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2026 | 0 | — | 4 | $3.6m | — |
| Q3 2026 | 0 | — | 3 | $13.9m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-31 | SMUCKER MARK T CEO, Chair of Board, director | Sold | $11.1m84.8k shares |
| 2026-08-31 | Ferguson Robert D Chief Product Supply Officer | Sold | $333.9k2.5k shares |
| 2026-08-28 | Marshall Tucker H Chief Financial Officer | Sold | $2.4m18.5k shares |
| 2026-06-29 | Penrose Jill R Chief People Officer | Sold | $583.5k5.0k shares |
| 2026-06-26 | Knudsen Jeannette L Chief Legal Officer | Sold | $500.9k4.4k shares |
| 2026-06-24 | Marshall Tucker H Chief Financial Officer | Sold | $403.1k3.6k shares |
| 2026-06-17 | SMUCKER MARK T CEO, Chair of Board, director | Sold | $1.5m13.0k shares |
| 2026-06-11 | Knudsen Jeannette L Chief Legal Officer | Sold | $645.4k5.5k 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 7.4m $831.4m | Added +663.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 6.8m $764.4m | Added +48.7k |
| STATE STREET CORP 0.02% of their portfolio | 6.6m $739.5m | Added +77.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 4.9m $555.0m | Added +55.5k |
| DIMENSIONAL FUND ADVISORS LP 0.09% of their portfolio | 4.6m $516.6m | Added +670.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 2.9m $326.7m | Added +67.7k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.92% of their portfolio | 2.8m $314.3m | Added +603.8k |
| CITADEL ADVISORS LLC 0.17% of their portfolio | 2.7m $302.7m | Added +755.9k |
| Invesco Ltd. 0.02% of their portfolio | 2.4m $264.9m | Added +30.9k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 2.2m $244.6m | Added +857.4k |
| FMR LLC 0.01% of their portfolio | 1.9m $216.2m | Reduced -271.6k |
| MORGAN STANLEY 0.01% of their portfolio | 1.9m $211.5m | Reduced -284.1k |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 1.8m $208.1m | Added +1.1m |
| ARIEL INVESTMENTS, LLC 2.02% of their portfolio | 1.8m $202.4m | Reduced -61.6k |
| ProShare Advisors LLC 0.28% of their portfolio | 1.7m $191.1m | Added +63.5k |
| RWC Asset Management LLP 6.63% of their portfolio | 1.6m $175.0m | New |
| NORGES BANK 0.02% of their portfolio | 1.5m $170.0m | Not comparable |
| Qube Research & Technologies Ltd 0.16% of their portfolio | 1.3m $144.1m | Added +507.3k |
| Balyasny Asset Management L.P. 0.23% of their portfolio | 1.1m $127.9m | Reduced -29.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.1m $124.8m | Added +20.0k |
| DEUTSCHE BANK AG\ 0.03% of their portfolio | 1.0m $115.2m | Reduced -20.8k |
| TWO SIGMA INVESTMENTS, LP 0.08% of their portfolio | 960.8k $108.1m | Reduced -686.0k |
| JANE STREET GROUP, LLC 0.07% of their portfolio | 952.7k $107.2m | Added +443.8k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 916.6k $103.1m | Added +60.5k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 914.3k $102.9m | Added +17.1k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 899.2k $101.2m | Added +131.9k |
| LSV ASSET MANAGEMENT 0.18% of their portfolio | 861.4k $96.9m | Added +78.1k |
| STALEY CAPITAL ADVISERS INC 3.30% of their portfolio | 752.7k $84.7m | Added +115.0k |
| Amundi 0.02% of their portfolio | 738.9k $83.1m | Added +233.4k |
| Point72 Asset Management, L.P. 0.12% of their portfolio | 689.7k $77.6m | Reduced -1.3m |
| FIRST TRUST ADVISORS LP 0.04% of their portfolio | 655.4k $73.7m | Reduced -1.8k |
| SG Americas Securities, LLC 0.04% of their portfolio | 626.5k $70.5m | Added +590.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio | 612.1k $69.9m | New |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 594.8k $66.9m | Reduced -1.3k |
| UBS Group AG 0.01% of their portfolio | 587.4k $66.1m | Reduced -5.4m |
| NewEdge Advisors, LLC 0.19% of their portfolio | 564.1k $63.5m | Added +26.0k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 561.5k $63.2m | Added +10.7k |
| Vest Financial, LLC 0.60% of their portfolio | 507.2k $57.1m | Added +447 |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 450.6k $50.7m | Added +282.0k |
| Advisors Capital Management, LLC 0.53% of their portfolio | 447.8k $50.4m | Added +13.4k |
| PRUDENTIAL FINANCIAL INC 0.05% of their portfolio | 398.4k $44.8m | Added +37.9k |
| NOMURA ASSET MANAGEMENT CO LTD 0.09% of their portfolio | 392.0k $44.1m | Added +15.3k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 391.6k $44.1m | Added +39.1k |
| BARCLAYS PLC 0.01% of their portfolio | 345.3k $38.8m | Reduced -2.7m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 331.0k $38.9m | Reduced -459.1k |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 1.51% of their portfolio | 321.0k $36.1m | Added +129.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 316.9k $35.6m | Reduced -8.2k |
| MAI Capital Management 0.13% of their portfolio | 311.8k $35.1m | Added +1.8k |
| Douglas Lane & Associates, LLC 0.43% of their portfolio | 279.5k $31.4m | Added +5.4k |
| Nuveen, LLC 0.01% of their portfolio | 270.6k $30.4m | Added +4.9k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 268.1k $30.2m | Added +126.7k |
| Walleye Trading LLC 0.37% of their portfolio | 238.3k $26.8m | Added +228.7k |
| Vanguard Global Advisers, LLC 0.01% of their portfolio | 234.4k $26.4m | Reduced -11.3k |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 231.2k $26.0m | Added +17.2k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 222.5k $25.0m | Added +35.8k |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC 0.11% of their portfolio | 218.0k $24.5m | Reduced -1.0m |
| Swiss National Bank 0.01% of their portfolio | 214.0k $24.1m | Added +2.9k |
| Trexquant Investment LP 0.15% of their portfolio | 212.3k $23.9m | Added +188.5k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 209.7k $23.6m | Reduced -11.5k |
| California Public Employees Retirement System 0.01% of their portfolio | 206.6k $23.2m | Reduced -31.5k |
| Legal & General Group Plc 0.00% of their portfolio | 203.0k $22.8m | Added +5.6k |
| CITIGROUP INC 0.01% of their portfolio | 187.5k $21.1m | Added +8.2k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.07% of their portfolio | 184.1k $20.7m | Added +80.6k |
| Man Group plc 0.04% of their portfolio | 181.5k $20.4m | Added +61.2k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 181.0k $20.4m | Added +8.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 179.3k $20.2m | Reduced -13.9k |
| Squarepoint Ops LLC 0.04% of their portfolio | 178.7k $20.1m | Added +92.4k |
| GAMCO INVESTORS, INC. ET AL 0.17% of their portfolio | 169.2k $19.0m | Added +28.6k |
| HRT FINANCIAL LP 0.04% of their portfolio | 167.1k $18.8m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 159.7k $18.0m | Added +117.3k |
| CAPITAL FUND MANAGEMENT S.A. 0.13% of their portfolio | 158.8k $17.9m | New |
| LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio | 158.1k $17.8m | Reduced -17.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 155.6k $17.5m | Reduced -9 |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 155.5k $17.6m | Added +32.4k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 153.8k $17.3m | Added +130.5k |
| FIL Ltd 0.01% of their portfolio | 152.0k $17.1m | Added +2.0k |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 1.15% of their portfolio | 151.7k $17.1m | Added +1.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 147.8k $16.6m | Reduced -12.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 146.0k $16.4m | Reduced -6.0k |
| EDMOND DE ROTHSCHILD HOLDING S.A. 0.22% of their portfolio | 145.0k $16.3m | Added +145.0k |
| GABELLI FUNDS LLC 0.10% of their portfolio | 135.8k $15.3m | Added +4.8k |
| Gradient Investments LLC 0.21% of their portfolio | 134.7k $15.2m | Added +4.1k |
| PEAK6 LLC 0.36% of their portfolio | 132.1k $14.9m | New |
| Cerity Partners LLC 0.02% of their portfolio | 129.4k $14.6m | Added +35.4k |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.94% of their portfolio | 128.3k $14.4m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 123.5k $13.9m | Reduced -2.2k |
| Sound Income Strategies, LLC 0.61% of their portfolio | 120.5k $13.6m | Added +30.5k |
| LPL Financial LLC 0.00% of their portfolio | 119.2k $13.4m | Added +9.9k |
| Quantinno Capital Management LP 0.02% of their portfolio | 119.2k $13.4m | Added +50.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 118.9k $13.4m | Added +19.9k |
| Gotham Asset Management, LLC 0.03% of their portfolio | 118.6k $13.3m | Reduced -32.8k |
| SPEECE THORSON CAPITAL GROUP INC 2.82% of their portfolio | 117.2k $13.2m | Reduced -2.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 116.3k $13.1m | Reduced -2.4k |
| PNC Financial Services Group, Inc. 0.01% of their portfolio | 112.8k $12.7m | Reduced -2.7k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 112.3k $12.6m | Reduced -179.4k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 110.5k $12.4m | Added +13.2k |
| LBP AM SA 0.12% of their portfolio | 109.6k $12.3m | Added +22.5k |
| Meiji Yasuda Asset Management Co Ltd. 0.55% of their portfolio | 108.9k $12.2m | Added +4.1k |
| Janney Montgomery Scott LLC 0.02% of their portfolio | 107.0k $12.0m | Added +5.0k |
| Bridgewater Associates, LP 0.05% of their portfolio | 105.9k $11.9m | Added +3.7k |