JM Smucker Company (SJM) Ownership

115.18 ↓3.37 (-2.84%)

As of April 25, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of JM Smucker Company (SJM), owning a total of 13.5 million shares. Combined, the top 33 institutional holders of SJM own 64.23% of the company with a total of 68.1 million shares.

In the latest ownership report on December 31st 2023, the top 33 institutional holders increased their combined ownership of SJM by 2.8 million shares. 13 institutions bought 3,941,752 total additional shares and increased their ownership by an average of 82.72%. However 7 institutions sold 1,169,174 total shares and decreased their ownership by an average of 6.9%.

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 2,772,578 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	12.688%	0.452%	13,471,395	60,670	2023-12-31
BlackRock Inc	9.349%	-3.545%	9,926,311	-364,850	2023-12-31
State Street Corporation	6.522%	-3.051%	6,924,689	-217,932	2023-12-31
Geode Capital Management, LLC	2.313%	2.141%	2,456,008	51,484	2023-12-31
Amvescap Plc.	1.832%	6.532%	1,945,075	119,254	2023-12-31
Morgan Stanley - Brokerage Accounts	1.779%	23.822%	1,888,670	363,360	2023-12-31
Dimensional Fund Advisors, Inc.	1.591%	-3.858%	1,688,930	-67,770	2023-12-31
Ameriprise Financial Inc	1.522%	6.950%	1,615,917	105,014	2023-12-31
ProShare Advisors LLC	1.340%	18.583%	1,423,138	223,015	2023-12-31
FMR Inc	1.275%	102.976%	1,353,416	686,630	2023-12-31
Northern Trust Corp	1.204%	-15.210%	1,278,108	-229,272	2023-12-31
Nordea Investment Mgmt Bank Demark A/s	1.200%	356.425%	1,274,015	994,886	2023-12-31
NORGES BANK	1.171%	-12.910%	1,242,898	-184,238	2023-12-31
Millennium Management LLC	1.091%	514.325%	1,158,752	970,130	2023-12-31
Champlain Investment Partners, LLC	1.065%	-5.458%	1,130,315	-65,251	2023-12-31
Legal & General Group PLC	1.031%	8.548%	1,094,879	86,224	2023-12-31
Bank of New York Mellon Corp	0.926%	22.601%	983,415	181,290	2023-12-31
Charles Schwab Investment Management Inc	0.871%	2.516%	925,082	22,706	2023-12-31
UBS Asset Mgmt Americas Inc	0.844%	-4.257%	896,410	-39,861	2023-12-31
Amundi	0.838%	9.487%	889,653	77,089	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.688%	0.452%	13,471,395	60,670	2023-12-31
BlackRock Inc	9.349%	-3.545%	9,926,311	-364,850	2023-12-31
State Street Corporation	6.522%	-3.051%	6,924,689	-217,932	2023-12-31
Stifel Financial Corp	2.633%	1.948%	2,807,500	53,642	2022-12-31
Geode Capital Management, LLC	2.313%	2.141%	2,456,008	51,484	2023-12-31
Amvescap Plc.	1.832%	6.532%	1,945,075	119,254	2023-12-31
Morgan Stanley - Brokerage Accounts	1.779%	23.822%	1,888,670	363,360	2023-12-31
Dimensional Fund Advisors, Inc.	1.591%	-3.858%	1,688,930	-67,770	2023-12-31
Ameriprise Financial Inc	1.522%	6.950%	1,615,917	105,014	2023-12-31
ProShare Advisors LLC	1.340%	18.583%	1,423,138	223,015	2023-12-31
Massachusetts Financial Services Company	1.339%	-22.387%	1,420,762	-409,812	2023-09-30
FMR Inc	1.275%	102.976%	1,353,416	686,630	2023-12-31
Wells Fargo & Co	1.213%	-2.710%	1,287,999	-35,876	2023-09-30
Northern Trust Corp	1.204%	-15.210%	1,278,108	-229,272	2023-12-31
Nordea Investment Mgmt Bank Demark A/s	1.200%	356.425%	1,274,015	994,886	2023-12-31
NORGES BANK	1.171%	-12.910%	1,242,898	-184,238	2023-12-31
Millennium Management LLC	1.091%	514.325%	1,158,752	970,130	2023-12-31
LSV Asset Management	1.131%	-30.668%	1,154,461	-510,659	2023-03-31
Champlain Investment Partners, LLC	1.065%	-5.458%	1,130,315	-65,251	2023-12-31
Legal & General Group PLC	1.031%	8.548%	1,094,879	86,224	2023-12-31
Renaissance Technologies Corp	1.026%	36.970%	1,088,880	293,900	2023-09-30
Bank of New York Mellon Corp	0.926%	22.601%	983,415	181,290	2023-12-31
First Trust Advisors L.P.	0.929%	12.736%	948,940	107,203	2023-06-30
Coho Partners Ltd	0.882%	-8.120%	936,451	-82,759	2023-09-30
Charles Schwab Investment Management Inc	0.871%	2.516%	925,082	22,706	2023-12-31
Citadel Advisors Llc	0.866%	-52.107%	923,426	-1,004,676	2022-12-31
UBS Asset Mgmt Americas Inc	0.844%	-4.257%	896,410	-39,861	2023-12-31
Amundi	0.838%	9.487%	889,653	77,089	2023-12-31
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
Two Sigma Investments LLC	0.670%	0.652%	684,667	4,436	2023-09-30

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 30 mutual fund holders of SJM own 32.83% of the company with a total of 34.6 million shares.

In the latest ownership report on March 31st 2024, the top 30 fund holders increased their combined ownership of SJM by 148 thousand shares. 3 funds bought 159,405 total additional shares and increased their ownership by an average of 4.15%. However 2 funds sold 11,354 total shares and decreased their ownership by an average of 0.5%.

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 148,051 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Champlain Mid Cap Fund, LLC	1.346%	10.750%	1,428,765	138,680	2024-03-31
SPDR® S&P Dividend ETF	1.322%	1.374%	1,403,440	19,025	2024-03-31
SPDR® S&P 500 ETF Trust	1.166%	-0.798%	1,237,658	-9,954	2024-03-31
Consumer Staples Select Sector SPDR® ETF	0.672%	-0.196%	712,998	-1,400	2024-03-31
State St S&P 500® Indx SL Cl III	0.485%	0.331%	515,305	1,700	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.975%	-0.227%	3,158,414	-7,181	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.066%	1.637%	3,131,773	50,431	2023-03-31
Vanguard Institutional 500 Index Trust	2.496%	1.045%	2,650,265	27,406	2024-02-29
Vanguard 500 Index Investor	2.514%	0.487%	2,567,849	12,449	2023-08-31
Vanguard Mid Cap Index Institutional	2.122%	-0.306%	2,253,123	-6,922	2024-02-29
Champlain Mid Cap Fund, LLC	1.346%	10.750%	1,428,765	138,680	2024-03-31
SPDR® S&P Dividend ETF	1.322%	1.374%	1,403,440	19,025	2024-03-31
ProShares S&P 500 Dividend Aristocrats	1.234%	0.000%	1,309,695	0	2024-03-28
Fidelity 500 Index	1.199%	1.017%	1,272,877	12,808	2024-02-29
SPDR® S&P 500 ETF Trust	1.166%	-0.798%	1,237,658	-9,954	2024-03-31
Fidelity® 500 Index	1.165%	4.571%	1,236,321	54,047	2023-11-30
iShares Core S&P 500 ETF	1.036%	0.738%	1,100,205	8,064	2024-03-28
Washington Crossing Rising Dividend	0.900%	1.842%	960,061	17,368	2022-12-31
JHancock Disciplined Value I	0.851%	77.384%	903,059	393,960	2024-02-29
Invesco S&P 500® Equal Weight ETF	0.835%	0.253%	886,956	2,240	2024-03-28
Vanguard Value Index Inv	0.794%	0.340%	842,929	2,860	2024-02-29
Vanguard Mid-Cap Value ETF	0.701%	-2.778%	744,521	-21,273	2024-02-29
Consumer Staples Select Sector SPDR® ETF	0.672%	-0.196%	712,998	-1,400	2024-03-31
Vanguard Institutional Index I	0.660%	-0.230%	700,354	-1,616	2024-02-29
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
Vanguard Dividend Appreciation ETF	0.577%	0.875%	612,324	5,311	2024-02-29
MFS Mid Cap Value A	0.578%	-37.568%	589,857	-354,945	2023-09-30
MFS Mid Cap Value Equity	0.556%	-37.568%	589,857	-354,945	2023-09-30
Champlain Mid Cap Adv	0.527%	5.660%	560,000	30,000	2023-12-31
State St S&P 500® Indx SL Cl III	0.485%	0.331%	515,305	1,700	2024-03-31
DFA US Large Cap Value I	0.483%	-0.023%	512,883	-119	2024-02-29
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%	0.381%	510,437	1,936	2024-03-28
First Trust Value Line® Dividend ETF	0.458%	0.000%	486,236	0	2024-02-29