JM Smucker Company (SJM) Ownership

115.23 ↓0.46 (-0.40%)

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 13.3 million shares. Combined, the top 41 institutional holders of SJM own 80.99% of the company with a total of 86.1 million shares.

In the latest ownership report on December 31st 2024, the top 41 institutional holders increased their combined ownership of SJM by 848 thousand shares. 16 institutions bought 3,473,318 total additional shares and increased their ownership by an average of 16.56%. However 4 institutions sold 2,625,689 total shares and decreased their ownership by an average of 23.54%.

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 847,629 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	12.540%	0.988%	13,344,933	130,533	2024-12-31
BlackRock Inc	7.868%	1.689%	8,372,528	139,046	2024-12-31
State Street Corp	6.896%	3.192%	7,337,981	226,958	2024-12-31
FMR Inc	3.509%	11.339%	3,734,305	380,309	2024-12-31
Geode Capital Management, LLC	2.453%	2.282%	2,609,952	58,231	2024-12-31
Amvescap Plc.	2.269%	20.984%	2,415,023	418,878	2024-12-31
Dimensional Fund Advisors, Inc.	1.888%	1.709%	2,009,017	33,758	2024-12-31
Ariel Investments, LLC	1.722%	12.357%	1,832,861	201,576	2024-12-31
Citadel Advisors Llc	1.697%	70.203%	1,805,505	744,711	2024-12-31
ProShare Advisors LLC	1.529%	5.817%	1,627,187	89,448	2024-12-31
Morgan Stanley - Brokerage Accounts	1.293%	-10.135%	1,376,059	-155,195	2024-12-31
Nordea Investment Mgmt Bank Demark A/s	1.280%	16.486%	1,361,902	192,748	2024-12-31
Champlain Investment Partners, LLC	1.233%	-7.358%	1,312,375	-104,240	2024-12-31
Boston Partners Global Investors, Inc	1.110%	-65.430%	1,181,483	-2,236,190	2024-12-31
Northern Trust Corp	1.062%	9.912%	1,130,616	101,958	2024-12-31
Deutsche Bank AG	1.050%	16.274%	1,116,804	156,314	2024-12-31
Two Sigma Advisers, LLC	1.014%	76.667%	1,078,892	468,200	2024-12-31
NORGES BANK	0.964%	-11.251%	1,025,952	-130,064	2024-12-31
Charles Schwab Investment Management Inc	0.943%	1.253%	1,003,042	12,410	2024-12-31
Bank of New York Mellon Corp	0.919%	13.756%	977,817	118,240	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.540%	0.988%	13,344,933	130,533	2024-12-31
BlackRock Inc	7.868%	1.689%	8,372,528	139,046	2024-12-31
State Street Corp	6.896%	3.192%	7,337,981	226,958	2024-12-31
State Street Corporation	6.215%	-4.506%	6,612,673	-312,016	2024-03-31
FMR Inc	3.509%	11.339%	3,734,305	380,309	2024-12-31
Stifel Financial Corp	2.633%	1.948%	2,807,500	53,642	2022-12-31
Geode Capital Management, LLC	2.453%	2.282%	2,609,952	58,231	2024-12-31
Amvescap Plc.	2.269%	20.984%	2,415,023	418,878	2024-12-31
Dimensional Fund Advisors, Inc.	1.888%	1.709%	2,009,017	33,758	2024-12-31
Ariel Investments, LLC	1.722%	12.357%	1,832,861	201,576	2024-12-31
Citadel Advisors Llc	1.697%	70.203%	1,805,505	744,711	2024-12-31
ProShare Advisors LLC	1.529%	5.817%	1,627,187	89,448	2024-12-31
Massachusetts Financial Services Company	1.339%	-22.387%	1,420,762	-409,812	2023-09-30
JPMorgan Chase & Co	1.323%	8.164%	1,407,942	106,262	2024-09-30
Morgan Stanley - Brokerage Accounts	1.293%	-10.135%	1,376,059	-155,195	2024-12-31
Nordea Investment Mgmt Bank Demark A/s	1.280%	16.486%	1,361,902	192,748	2024-12-31
Point72 Asset Management, L.P.	1.239%	42,420.800%	1,318,144	1,315,044	2024-03-31
Champlain Investment Partners, LLC	1.233%	-7.358%	1,312,375	-104,240	2024-12-31
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
Boston Partners Global Investors, Inc	1.110%	-65.430%	1,181,483	-2,236,190	2024-12-31
LSV Asset Management	1.131%	-30.668%	1,154,461	-510,659	2023-03-31
Ameriprise Financial Inc	1.074%	-0.251%	1,143,327	-2,872	2024-09-30
Northern Trust Corp	1.062%	9.912%	1,130,616	101,958	2024-12-31
Deutsche Bank AG	1.050%	16.274%	1,116,804	156,314	2024-12-31
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
Two Sigma Advisers, LLC	1.014%	76.667%	1,078,892	468,200	2024-12-31
NORGES BANK	0.964%	-11.251%	1,025,952	-130,064	2024-12-31
Amundi	0.953%	70.402%	1,014,494	419,141	2024-06-30
Charles Schwab Investment Management Inc	0.943%	1.253%	1,003,042	12,410	2024-12-31
Bank of New York Mellon Corp	0.919%	13.756%	977,817	118,240	2024-12-31
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
Legal & General Group PLC	0.840%	-9.886%	893,970	-98,076	2024-09-30
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 US Total Market Shares ETF is the biggest individual fund holder of JM Smucker Company (SJM), owning a total of 3.2 million shares. Combined, the top 44 mutual fund holders of SJM own 47.80% of the company with a total of 50.6 million shares.

In the latest ownership report on March 31st 2025, the top 44 fund holders increased their combined ownership of SJM by 42 thousand shares. 3 funds bought 9,971 total additional shares and increased their ownership by an average of 0.28%. However 4 funds sold 51,660 total shares and decreased their ownership by an average of 0.98%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding JM Smucker Company decreased by a net total of -41,689 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	1.536%	0.000%	1,634,861	0	2025-03-31
SPDR® S&P 500 ETF	1.248%	-1.449%	1,328,167	-19,530	2025-03-31
iShares Core S&P 500 ETF	1.221%	0.292%	1,298,870	3,780	2025-03-31
SPDR® S&P 500® ETF Trust	1.215%	-0.524%	1,292,824	-6,804	2025-03-31
Invesco S&P 500® Equal Weight ETF	1.204%	0.216%	1,280,890	2,759	2025-03-31
SPDR® S&P 500® ETF	1.201%	-1.658%	1,278,082	-21,546	2025-03-31
SPDR® S&P Dividend ETF	1.165%	-0.304%	1,239,295	-3,780	2025-03-31
The Consumer Staples Sel SectSPDR® ETF	1.017%	0.318%	1,082,359	3,432	2025-03-31
SPDR® Portfolio S&P 500® High Div ETF	0.800%	0.000%	850,976	0	2025-03-31
Invesco S&P 500® High Div Low Vol ETF	0.525%	0.000%	558,199	0	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard US Total Market Shares ETF	3.017%	0.072%	3,210,317	2,324	2024-09-30
Vanguard Total Stock Mkt Idx Inv	3.003%	0.147%	3,195,479	4,690	2025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	3.066%	1.637%	3,131,773	50,431	2023-03-31
Vanguard Institutional 500 Index Trust	2.772%	0.617%	2,950,248	18,086	2025-02-28
Vanguard Small Cap Index	2.426%	0.081%	2,581,097	2,100	2025-02-28
Vanguard 500 Index Investor	2.514%	0.487%	2,567,849	12,449	2023-08-31
Vanguard Small Cap Value Index Inv	1.598%	-0.344%	1,700,041	-5,873	2025-02-28
ProShares S&P 500 Dividend Aristocrats	1.536%	0.000%	1,634,861	0	2025-03-31
Fidelity 500 Index	1.252%	0.447%	1,332,670	5,934	2025-02-28
SPDR® S&P 500 ETF	1.248%	-1.449%	1,328,167	-19,530	2025-03-31
iShares Core S&P 500 ETF	1.221%	0.292%	1,298,870	3,780	2025-03-31
SPDR® S&P 500® ETF Trust	1.215%	-0.524%	1,292,824	-6,804	2025-03-31
Invesco S&P 500® Equal Weight ETF	1.204%	0.216%	1,280,890	2,759	2025-03-31
SPDR® S&P 500® ETF	1.201%	-1.658%	1,278,082	-21,546	2025-03-31
SPDR® S&P Dividend ETF	1.165%	-0.304%	1,239,295	-3,780	2025-03-31
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
The Consumer Staples Sel SectSPDR® ETF	1.017%	0.318%	1,082,359	3,432	2025-03-31
Vanguard Mid Cap Index Institutional	1.014%	-0.070%	1,078,642	-750	2024-08-31
Washington Crossing Rising Dividend	0.900%	1.842%	960,061	17,368	2022-12-31
Ariel Fund Investor	0.852%	11.522%	906,622	93,670	2024-12-31
SPDR® Portfolio S&P 500® High Div ETF	0.800%	0.000%	850,976	0	2025-03-31
Champlain Mid Cap Fund, LLC	0.790%	-11.437%	840,895	-108,595	2025-02-28
Vanguard Value Index Inv	0.786%	0.273%	836,330	2,280	2024-05-31
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
Fidelity Small Cap America Sr B	0.634%	42.105%	675,000	200,000	2024-12-31
Vanguard Institutional Index I	0.620%	-0.987%	660,127	-6,578	2025-02-28
American Century Mid Cap Value Inv	0.576%	-32.028%	613,761	-289,195	2022-12-31
American Century U.S. Mid Cap Value	0.576%	-32.028%	613,761	-289,195	2022-12-31
Champlain Mid Cap Adv	0.573%	-9.630%	610,000	-65,000	2024-12-31
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	0.551%	0.657%	586,341	3,827	2025-02-28
DFA US Targeted Value I	0.544%	41.851%	578,676	170,729	2025-02-28
Invesco S&P 500® High Div Low Vol ETF	0.525%	0.000%	558,199	0	2025-03-31
JHancock Disciplined Value I	0.498%	-47.403%	529,677	-477,368	2024-11-30
Tandem Large Cap Core WRAP	0.497%	-1.917%	529,289	-10,344	2024-12-31
FT Cboe Vest S&P 500® Dv Ast Tgt Inc ETF	0.483%	0.137%	514,369	704	2025-02-27
State St S&P 500® Indx SL Cl III	0.483%	0.626%	514,221	3,200	2025-01-31
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