J. M. Smucker Ownership | Who Owns J. M. Smucker?

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J. M. Smucker Ownership Summary

J. M. Smucker is owned by 79.97% institutional investors, 2.86% insiders, and 17.17% retail investors. Vanguard group is the largest institutional shareholder, holding 12.50% of SJM shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.99% of its assets in J. M. Smucker shares.

SJM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	J. M. Smucker	79.97%	2.86%	17.17%
Sector	Consumer Defensive Stocks	52.71%	13.91%	33.39%
Industry	Packaged Foods Stocks	58.38%	13.93%	27.69%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	13.01M	12.50%	$1.42B
Blackrock	8.17M	7.85%	$890.59M
State street	6.35M	6.10%	$692.22M
Boston partners	3.10M	2.97%	$338.00M
Geode capital management	2.67M	2.56%	$289.90M
Fmr	2.40M	2.30%	$261.24M
Dimensional fund advisors lp	1.78M	1.71%	$194.43M
Morgan stanley	1.69M	1.62%	$183.82M
Proshare advisors	1.53M	1.47%	$166.40M
Invesco	1.49M	1.43%	$162.73M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Tandem investment advisors	689.08K	2.99%	$75.14M
Speece thorson capital group	113.92K	2.54%	$12.42M
Staley capital advisers	499.13K	2.50%	$54.42M
Sage capital advisors	66.81K	1.91%	$7.36M
Apricus wealth	23.96K	1.71%	$2.64M
Ariel investments	1.35M	1.60%	$147.75M
Tobam	44.18K	1.48%	$4.87M
Silver lake advisory	30.50K	1.48%	$3.36B
Reik	54.02K	1.43%	$5.95M
Systematic portfolios	1.87K	1.42%	$203.47K

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	1.16M	0.02%	1.16M
Fmr	2.40M	0.02%	1.04M
Two sigma investments, lp	942.16K	0.23%	782.29K
Two sigma advisers, lp	565.29K	0.14%	565.29K
Staley capital advisers	499.13K	2.50%	499.13K

Top Sellers

Holder	Shares	% Assets	Change
Holocene advisors, lp	-	-	-1.09M
Blackrock	8.17M	0.02%	-978.92K
Balyasny asset management	-	-	-463.10K
Point72 asset management	872.37K	0.25%	-445.78K
Robeco institutional asset management b.v.	-	-	-416.44K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	1.16M	0.02%	1.16M	$126.05M
Staley capital advisers	499.13K	2.50%	499.13K	$54.42M
Worldquant millennium advisors	182.46K	0.18%	182.46K	$19.90M
Aquatic capital management	169.30K	0.68%	169.30K	$18.46M
Fil	116.08K	0.01%	116.08K	$12.66M

Sold Out

Holder	Change
Ica group wealth management	-1.00
Householder group estate & retirement specialist	-1.00
Hollencrest capital management	-2.00
Baldwin brothers llc/ma	-2.00
Tfo-tdc	-3.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	854	-1.50%	85,004,449	-1.78%	79	1.21%	365	-2.41%	304	-1.94%
Jun 30, 2024	850	-5.35%	85,539,208	2.38%	82	1.32%	368	7.29%	305	-14.57%
Mar 31, 2024	898	-1.86%	83,548,780	-3.54%	78	1.18%	343	-18.33%	357	9.17%
Dec 31, 2023	915	1.67%	86,614,081	5.60%	81	1.27%	420	12.90%	327	-2.97%
Sep 30, 2023	900	-3.33%	82,024,519	0.28%	80	1.26%	372	-5.10%	337	2.74%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	3.18M	2.99%	2.83K
Vanguard Institutional 500 Index Trust	2.88M	2.71%	20.68K
Vanguard Small Cap Index	2.57M	2.42%	24.00K
Vanguard Small Cap Value Index Inv	1.71M	1.61%	-15.21K
ProShares S&P 500 Dividend Aristocrats	1.60M	1.50%	-1.37K
SPDR® S&P 500® ETF Trust	1.34M	1.26%	10.08K
SPDR® S&P Dividend ETF	1.33M	1.25%	438.00
Invesco S&P 500® Equal Weight ETF	1.33M	1.25%	1.44K
Fidelity 500 Index	1.32M	1.24%	8.94K
Champlain Mid Cap Fund, LLC	1.29M	1.22%	-20.74K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 17, 2024	Marshall Tucker H	Chief Financial Officer	Sell	$112.32K
Jun 21, 2024	SMUCKER MARK T	Chair of Board, Pres & CEO	Sell	$1.10M
Mar 27, 2024	Knudsen Jeannette L	Chief Legal Officer	Sell	$399.26K
Mar 04, 2024	Knudsen Jeannette L	Chief Legal Officer	Sell	$791.57K
Feb 29, 2024	AMIN TARANG	-	Buy	$110.00K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	1
2024 Q3	-	-
2024 Q2	-	1
2024 Q1	1	2
2023 Q4	1	1

SJM Ownership FAQ

Who Owns J. M. Smucker?

J. M. Smucker shareholders are primarily institutional investors at 79.97%, followed by 2.86% insiders and 17.17% retail investors. The average institutional ownership in J. M. Smucker's industry, Packaged Foods Stocks, is 58.38%, which J. M. Smucker exceeds.

Who owns the most shares of J. M. Smucker?

J. M. Smucker’s largest shareholders are Vanguard group (13.01M shares, 12.50%), Blackrock (8.17M shares, 7.85%), and State street (6.35M shares, 6.10%). Together, they hold 26.44% of J. M. Smucker’s total shares outstanding.

Does Blackrock own J. M. Smucker?

Yes, BlackRock owns 7.85% of J. M. Smucker, totaling 8.17M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 890.59M$. In the last quarter, BlackRock decreased its holdings by -979K shares, a -10.70% change.

Who is J. M. Smucker’s biggest shareholder by percentage of total assets invested?

Tandem investment advisors is J. M. Smucker’s biggest shareholder by percentage of total assets invested, with 2.99% of its assets in 689.08K J. M. Smucker shares, valued at 75.14M$.

Who is the top mutual fund holder of J. M. Smucker shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of J. M. Smucker shares, with 2.99% of its total shares outstanding invested in 3.18M J. M. Smucker shares.

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