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 |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
5
shares
|
$520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
5
shares
|
$520
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
5
shares
|
$520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5
shares
|
$520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
5
shares
|
$520
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
5
shares
|
$520
0.0% of portfolio
|
Q3 2024
Reduced 87.5%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4
shares
|
$416
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
4
shares
|
$416
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
4
shares
|
$416
0.0% of portfolio
|
Q3 2023
Reduced 84.62%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
3
shares
|
$312
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
3
shares
|
$312
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
3
shares
|
$312
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
3
shares
|
$312
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
2
shares
|
$208
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2
shares
|
$208
0.0% of portfolio
|
Q3 2024
Reduced 99.09%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
2
shares
|
$208
0.0% of portfolio
|
Q2 2021
Reduced 99.21%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
2
shares
|
$208
0.0% of portfolio
|
Q4 2024
Reduced 71.43%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
2
shares
|
$208
0.0% of portfolio
|
Q4 2022
Reduced 96.3%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
2
shares
|
$208
0.0% of portfolio
|
Q4 2024
Reduced 98.04%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
1
shares
|
$104
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
1
shares
|
$104
0.0% of portfolio
|
Q3 2024
Reduced 95.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
1
shares
|
$104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1
shares
|
$104
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
1
shares
|
$104
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|