JM Smucker Company (SJM) Ownership

113.30 ↓0.59 (-0.52%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of JM Smucker Company (SJM), owning a total of 13 million shares. Combined, the top 39 institutional holders of SJM own 77.56% of the company with a total of 82.4 million shares.

In the latest ownership report on June 30th 2024, the top 39 institutional holders increased their combined ownership of SJM by 2.9 million shares. 14 institutions bought 5,320,039 total additional shares and increased their ownership by an average of 279.39%. However 9 institutions sold 2,382,070 total shares and decreased their ownership by an average of 10.22%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of JM Smucker Company increased by a net total of 2,937,969 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.229%	0.309%	13,011,906	40,086	2024-06-30
BlackRock Inc	7.676%	-10.703%	8,167,554	-978,925	2024-06-30
State Street Corp	5.966%	-3.998%	6,348,277	-264,396	2024-06-30
Morgan Stanley - Brokerage Accounts	3.169%	9.245%	3,371,626	285,328	2024-06-30
Boston Partners Global Investors, Inc	2.910%	6.437%	3,096,127	187,252	2024-06-30
Geode Capital Management, LLC	2.505%	2.830%	2,665,436	73,343	2024-06-30
FMR Inc	2.252%	77.103%	2,395,854	1,043,052	2024-06-30
Dimensional Fund Advisors, Inc.	1.676%	8.201%	1,783,183	135,158	2024-06-30
ProShare Advisors LLC	1.434%	14.398%	1,526,074	192,075	2024-06-30
Amvescap Plc.	1.403%	-18.554%	1,492,389	-339,965	2024-06-30
Champlain Investment Partners, LLC	1.368%	-0.136%	1,456,010	-1,985	2024-06-30
Ariel Investments, LLC	1.273%	56.039%	1,354,999	486,624	2024-06-30
Citadel Advisors Llc	1.240%	3,132.840%	1,319,129	1,278,325	2024-06-30
Millennium Management LLC	1.130%	-16.608%	1,202,476	-239,479	2024-06-30
Nordea Investment Mgmt Bank Demark A/s	1.093%	27.433%	1,163,133	250,394	2024-06-30
NORGES BANK	1.086%	-6.990%	1,156,016	-86,882	2024-06-30
Ameriprise Financial Inc	1.077%	-22.772%	1,146,199	-337,970	2024-06-30
Northern Trust Corp	0.995%	-4.109%	1,058,608	-45,356	2024-06-30
Amundi	0.953%	70.402%	1,014,494	419,141	2024-06-30
Legal & General Group PLC	0.932%	-8.072%	992,046	-87,112	2024-06-30
Charles Schwab Investment Management Inc	0.919%	3.050%	977,356	28,923	2024-06-30
Deutsche Bank AG	0.912%	13.855%	970,042	118,044	2024-06-30
Two Sigma Investments LLC	0.885%	489.328%	942,165	782,294	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.229%	0.309%	13,011,906	40,086	2024-06-30
BlackRock Inc	7.676%	-10.703%	8,167,554	-978,925	2024-06-30
State Street Corporation	6.215%	-4.506%	6,612,673	-312,016	2024-03-31
State Street Corp	5.966%	-3.998%	6,348,277	-264,396	2024-06-30
Morgan Stanley - Brokerage Accounts	3.169%	9.245%	3,371,626	285,328	2024-06-30
Boston Partners Global Investors, Inc	2.910%	6.437%	3,096,127	187,252	2024-06-30
Stifel Financial Corp	2.633%	1.948%	2,807,500	53,642	2022-12-31
Geode Capital Management, LLC	2.505%	2.830%	2,665,436	73,343	2024-06-30
FMR Inc	2.252%	77.103%	2,395,854	1,043,052	2024-06-30
Dimensional Fund Advisors, Inc.	1.676%	8.201%	1,783,183	135,158	2024-06-30
ProShare Advisors LLC	1.434%	14.398%	1,526,074	192,075	2024-06-30
Amvescap Plc.	1.403%	-18.554%	1,492,389	-339,965	2024-06-30
Champlain Investment Partners, LLC	1.368%	-0.136%	1,456,010	-1,985	2024-06-30
Massachusetts Financial Services Company	1.339%	-22.387%	1,420,762	-409,812	2023-09-30
Ariel Investments, LLC	1.273%	56.039%	1,354,999	486,624	2024-06-30
Citadel Advisors Llc	1.240%	3,132.840%	1,319,129	1,278,325	2024-06-30
Point72 Asset Management, L.P.	1.239%	42,420.800%	1,318,144	1,315,044	2024-03-31
Wells Fargo & Co	1.213%	-2.710%	1,287,999	-35,876	2023-09-30
Millennium Management LLC	1.130%	-16.608%	1,202,476	-239,479	2024-06-30
Nordea Investment Mgmt Bank Demark A/s	1.093%	27.433%	1,163,133	250,394	2024-06-30
NORGES BANK	1.086%	-6.990%	1,156,016	-86,882	2024-06-30
LSV Asset Management	1.131%	-30.668%	1,154,461	-510,659	2023-03-31
Ameriprise Financial Inc	1.077%	-22.772%	1,146,199	-337,970	2024-06-30
Holocene Advisors, LP	1.024%	0.000%	1,090,055	1,090,055	2024-03-31
Renaissance Technologies Corp	1.026%	36.970%	1,088,880	293,900	2023-09-30
Northern Trust Corp	0.995%	-4.109%	1,058,608	-45,356	2024-06-30
Amundi	0.953%	70.402%	1,014,494	419,141	2024-06-30
Legal & General Group PLC	0.932%	-8.072%	992,046	-87,112	2024-06-30
Bank of New York Mellon Corp	0.926%	22.601%	983,415	181,290	2023-12-31
Charles Schwab Investment Management Inc	0.919%	3.050%	977,356	28,923	2024-06-30
Deutsche Bank AG	0.912%	13.855%	970,042	118,044	2024-06-30
First Trust Advisors L.P.	0.929%	12.736%	948,940	107,203	2023-06-30
Two Sigma Investments LLC	0.885%	489.328%	942,165	782,294	2024-06-30
Coho Partners Ltd	0.882%	-8.120%	936,451	-82,759	2023-09-30
UBS Asset Mgmt Americas Inc	0.833%	-1.043%	887,061	-9,349	2024-03-31
American Century Companies Inc	0.805%	-35.968%	858,837	-482,431	2022-12-31
Envestnet Asset Management Inc	0.837%	386.781%	854,803	679,200	2023-03-31
Bank of America Corp	0.730%	51.386%	774,974	263,054	2023-09-30
California Public Employees Retrmnt Sys	0.713%	-4.698%	759,607	-37,449	2022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of JM Smucker Company (SJM), owning a total of 3.2 million shares. Combined, the top 37 mutual fund holders of SJM own 40.42% of the company with a total of 42.7 million shares.

In the latest ownership report on October 31st 2024, the top 37 fund holders increased their combined ownership of SJM by 83 thousand shares. 6 funds bought 85,874 total additional shares and increased their ownership by an average of 1.18%. However 2 funds sold 3,142 total shares and decreased their ownership by an average of 0.14%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding JM Smucker Company increased by a net total of 82,732 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
ProShares S&P 500 Dividend Aristocrats	1.425%	-0.042%	1,516,140	-641	2024-10-31
SPDR® S&P Dividend ETF	1.248%	5.593%	1,328,422	70,361	2024-10-31
SPDR® S&P 500® ETF Trust	1.220%	0.527%	1,297,738	6,804	2024-10-31
iShares Core S&P 500 ETF	1.114%	0.154%	1,185,083	1,827	2024-10-31
Invesco S&P 500® Equal Weight ETF	1.010%	0.461%	1,074,190	4,930	2024-10-31
The Consumer Staples Sel SectSPDR® ETF	0.983%	-0.239%	1,045,888	-2,501	2024-10-31
SPDR® Portfolio S&P 500® High Div ETF	0.633%	0.067%	673,977	452	2024-10-31
State St S&P 500® Indx SL Cl III	0.485%	0.292%	515,996	1,500	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.017%	0.072%	3,210,317	2,324	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.066%	1.637%	3,131,773	50,431	2023-03-31
Vanguard Institutional 500 Index Trust	2.620%	0.447%	2,787,785	12,417	2024-09-30
Vanguard 500 Index Investor	2.514%	0.487%	2,567,849	12,449	2023-08-31
Vanguard Small Cap Index	2.378%	98.381%	2,530,595	1,254,969	2024-09-30
Vanguard Small Cap Value Index Inv	1.611%	100.250%	1,714,008	858,075	2024-09-30
ProShares S&P 500 Dividend Aristocrats	1.425%	-0.042%	1,516,140	-641	2024-10-31
Champlain Mid Cap Fund, LLC	1.309%	-0.690%	1,392,930	-9,680	2024-09-30
SPDR® S&P Dividend ETF	1.248%	5.593%	1,328,422	70,361	2024-10-31
Fidelity 500 Index	1.230%	0.024%	1,308,389	312	2024-09-30
SPDR® S&P 500® ETF Trust	1.220%	0.527%	1,297,738	6,804	2024-10-31
Fidelity® 500 Index	1.165%	4.571%	1,236,321	54,047	2023-11-30
SPDR® S&P 500 ETF Trust	1.154%	0.725%	1,225,688	8,820	2024-05-30
iShares Core S&P 500 ETF	1.114%	0.154%	1,185,083	1,827	2024-10-31
Vanguard Mid Cap Index Institutional	1.014%	-0.070%	1,078,642	-750	2024-08-31
Invesco S&P 500® Equal Weight ETF	1.010%	0.461%	1,074,190	4,930	2024-10-31
The Consumer Staples Sel SectSPDR® ETF	0.983%	-0.239%	1,045,888	-2,501	2024-10-31
JHancock Disciplined Value I	0.946%	0.000%	1,007,045	0	2024-09-30
Washington Crossing Rising Dividend	0.900%	1.842%	960,061	17,368	2022-12-31
Vanguard Value Index Inv	0.786%	0.273%	836,330	2,280	2024-05-31
Ariel Fund Investor	0.764%	26.914%	812,952	172,399	2024-09-30
Champlain Mid Cap Adv	0.667%	-0.699%	710,000	-5,000	2024-06-30
Vanguard Mid-Cap Value ETF	0.666%	-0.067%	708,569	-474	2024-05-31
Consumer Staples Select Sector SPDR® ETF	0.657%	0.251%	697,857	1,750	2024-05-30
Vanguard Institutional Index I	0.636%	-0.564%	676,998	-3,843	2024-09-30
SPDR® Portfolio S&P 500® High Div ETF	0.633%	0.067%	673,977	452	2024-10-31
American Century U.S. Mid Cap Value	0.576%	-32.028%	613,761	-289,195	2022-12-31
American Century Mid Cap Value Inv	0.576%	-32.028%	613,761	-289,195	2022-12-31
MFS Mid Cap Value Equity	0.556%	-37.568%	589,857	-354,945	2023-09-30
MFS Mid Cap Value A	0.578%	-37.568%	589,857	-354,945	2023-09-30
Vanguard Dividend Appreciation ETF	0.537%	-0.793%	571,136	-4,566	2024-09-30
Tandem Large Cap Core WRAP	0.507%	0.004%	539,632	24	2024-09-30
State St S&P 500® Indx SL Cl III	0.485%	0.292%	515,996	1,500	2024-10-31
iShares MSCI USA Min Vol Factor ETF	0.482%	-0.183%	511,508	-936	2024-01-31
Invesco S&P 500® Low Volatility ETF	0.481%	0.000%	510,437	0	2024-03-31
First Trust Value Line® Dividend ETF	0.458%	0.000%	486,236	0	2024-02-29
DFA US Large Cap Value I	0.448%	0.077%	477,104	368	2024-05-31