Institutional Ownership J M Smucker CO (SJM)
This table provides information about the institutional ownership of J M Smucker CO (SJM). We have compiled data on the 937 institutions that hold shares in the stock, with a total of 81.4 Million shares, which have been reported (via 13F filing form) to have a value of $8.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jentner Corp
|
Nov 14, 2024 Q3 2024 |
1,907
shares
|
$209,560
0.09% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
1,902
shares
|
$209,010
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
1,872
shares
|
$205,714
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,867
shares
|
$205,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,860
shares
|
$204,395
0.0% of portfolio
|
Q3 2024
Reduced 20.75%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
1,856
shares
|
$203,955
0.02% of portfolio
|
Q3 2024
Reduced 21.98%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,839
shares
|
$202,087
0.04% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
1,834
shares
|
$201,538
0.16% of portfolio
|
Q3 2024
Reduced 26.17%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
1,833
shares
|
$201,428
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
1,833
shares
|
$201,428
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
1,828
shares
|
$200,878
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
1,828
shares
|
$200,878
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
1,819
shares
|
$199,889
0.03% of portfolio
|
Q3 2024
Reduced 18.03%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
1,817
shares
|
$199,670
0.01% of portfolio
|
Q3 2024
Reduced 24.01%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
1,803
shares
|
$198,131
0.0% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,789
shares
|
$196,593
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
1,785
shares
|
$196,153
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
1,785
shares
|
$196,153
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
1,784
shares
|
$196,043
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,782
shares
|
$195,823
0.0% of portfolio
|
Q3 2024
Reduced 31.01%
|
|
|
Moller Financial Services
|
Oct 09, 2024 Q3 2024 |
1,778
shares
|
$195,384
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
1,778
shares
|
$195,384
0.02% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
|
Affinity Investment Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
1,770
shares
|
$194,505
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Kennon Green & Company, LLC
Newport Beach, CA |
Oct 31, 2024 Q3 2024 |
1,766
shares
|
$194,065
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
1,763
shares
|
$193,736
0.01% of portfolio
|
Q3 2024
New holding
|