J. M. Smucker Company Ownership | Who Owns J. M. Smucker Company?
J. M. Smucker Company Ownership Summary
J. M. Smucker Company is owned by 82.17% institutional investors, 2.86% insiders, and 14.96% 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 3.01% of its assets in J. M. Smucker Company shares.
SJM Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | J. M. Smucker Company | 82.17% | 2.86% | 14.96% |
| Sector | Consumer Defensive Stocks | 48.72% | 12.99% | 38.29% |
| Industry | Packaged Foods Stocks | 52.76% | 11.97% | 35.27% |
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 |
| Tobam | 114.24K | 1.95% | $12.46M |
| Apricus wealth | 22.49K | 1.75% | $2.45M |
| Ariel investments | 1.35M | 1.60% | $147.75M |
| Reik | 56.17K | 1.58% | $6.12M |
| Systematic portfolios | 1.87K | 1.42% | $203.47K |
| Mcdonald partners | 41.35K | 1.21% | $4.51M |
| Fairfield, bush | 18.13K | 1.18% | $1.98M |
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 |
|---|---|
| Householder group estate & retirement specialist | -1.00 |
| Ica group wealth management | -1.00 |
| Hollencrest capital management | -2.00 |
| Tfo-tdc | -3.00 |
| Lgt financial advisors | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2023 | 931 | -2.72% | 81,796,980 | -1.48% | 79 | 1.29% | 392 | -2.97% | 328 | -5.48% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 3.20M | 3.01% | -11.48K |
| Vanguard Institutional 500 Index Trust | 2.82M | 2.65% | 32.73K |
| Vanguard Small Cap Index | 2.54M | 2.38% | 4.95K |
| Vanguard Small Cap Value Index Inv | 1.71M | 1.61% | -592.00 |
| ProShares S&P 500 Dividend Aristocrats | 1.52M | 1.42% | -641.00 |
| Champlain Mid Cap Fund, LLC | 1.34M | 1.26% | -51.56K |
| Fidelity 500 Index | 1.31M | 1.23% | 312.00 |
| SPDR® S&P 500® ETF Trust | 1.29M | 1.21% | 441.00 |
| SPDR® S&P Dividend ETF | 1.26M | 1.18% | - |
| iShares Core S&P 500 ETF | 1.19M | 1.11% | 1.83K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Dec 15, 2023 | Marshall Tucker H | Chief Financial Officer | Sell | $186.79K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 1 |
| 2024 Q1 | 1 | 2 |
| 2023 Q4 | 1 | 1 |
SJM Ownership FAQ
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