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 939 institutions that hold shares in the stock, with a total of 86.5 Million shares, which have been reported (via 13F filing form) to have a value of $9.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
32
shares
|
$3,333
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
30
shares
|
$3,125
0.0% of portfolio
|
Q1 2024
Reduced 21.05%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
28
shares
|
$2,916
0.0% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
27
shares
|
$2,812
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
26
shares
|
$2,708
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
26
shares
|
$2,708
0.0% of portfolio
|
Q1 2025
Reduced 7.14%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
26
shares
|
$2,708
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
25
shares
|
$2,604
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
24
shares
|
$2,500
0.0% of portfolio
|
Q1 2025
Reduced 95.67%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
24
shares
|
$2,500
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
23
shares
|
$2,395
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
23
shares
|
$2,395
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
22
shares
|
$2,291
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
22
shares
|
$2,291
0.0% of portfolio
|
Q4 2022
Reduced 74.71%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
21
shares
|
$2,187
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
20
shares
|
$2,083
0.0% of portfolio
|
Q2 2024
Added 17.65%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
20
shares
|
$2,083
0.0% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
20
shares
|
$2,083
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
20
shares
|
$2,083
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
20
shares
|
$2,083
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
20
shares
|
$2,083
0.0% of portfolio
|
Q4 2024
Reduced 44.44%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
19
shares
|
$1,979
0.0% of portfolio
|
Q2 2023
Reduced 9.52%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
19
shares
|
$1,979
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
18
shares
|
$1,875
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
18
shares
|
$1,875
0.0% of portfolio
|
Q3 2020
New holding
|