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 926 institutions that hold shares in the stock, with a total of 88.2 Million shares, which have been reported (via 13F filing form) to have a value of $9.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
20
shares
|
$2,103
0.0% of portfolio
|
Q2 2024
Added 17.65%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
20
shares
|
$2,103
0.0% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
20
shares
|
$2,103
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
20
shares
|
$2,103
0.0% of portfolio
|
Q2 2025
Reduced 48.72%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
19
shares
|
$1,998
0.0% of portfolio
|
Q2 2023
Reduced 9.52%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
18
shares
|
$1,893
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
18
shares
|
$1,893
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
16
shares
|
$1,683
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
15
shares
|
$1,577
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
15
shares
|
$1,577
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
15
shares
|
$1,577
0.0% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
14
shares
|
$1,472
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
14
shares
|
$1,472
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
13
shares
|
$1,367
0.0% of portfolio
|
Q1 2022
Reduced 99.62%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
12
shares
|
$1,262
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
12
shares
|
$1,262
0.0% of portfolio
|
Q1 2025
Reduced 62.5%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
12
shares
|
$1,262
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
11
shares
|
$1,157
0.0% of portfolio
|
Q2 2025
Reduced 35.29%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
11
shares
|
$1,157
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
10
shares
|
$1,051
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
10
shares
|
$1,051
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
10
shares
|
$1,051
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
10
shares
|
$1,051
0.0% of portfolio
|
Q1 2025
Reduced 61.54%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
10
shares
|
$1,051
0.0% of portfolio
|
Q2 2022
Reduced 72.22%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
10
shares
|
$1,051
0.0% of portfolio
|
Q1 2025
New holding
|