JM Smucker Ownership | Who Owns JM Smucker?
JM Smucker Ownership Summary
JM Smucker is owned by 72.85% institutional investors, 3.15% insiders, and 24.01% retail investors. Vanguard group is the largest institutional shareholder, holding 12.54% of SJM shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.02% of its assets in JM Smucker shares.
SJM Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | JM Smucker | 72.85% | 3.15% | 24.01% |
Sector | Consumer Defensive Stocks | 43.92% | 15.26% | 40.82% |
Industry | Packaged Foods Stocks | 47.36% | 14.39% | 38.25% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Vanguard group | 13.34M | 12.54% | $1.47B |
Blackrock funding, inc. /de | 8.37M | 7.87% | $921.98M |
Blackrock | 8.17M | 7.85% | $890.59M |
State street | 6.35M | 6.10% | $692.22M |
Fmr | 3.73M | 3.51% | $411.22M |
Boston partners | 3.10M | 2.97% | $338.00M |
Geode capital management | 2.61M | 2.45% | $286.66M |
Invesco | 2.42M | 2.27% | $265.94M |
Dimensional fund advisors lp | 2.01M | 1.89% | $221.23M |
Ariel investments | 1.83M | 1.72% | $201.83M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Ilex capital partners (uk) llp | 959.21K | 6.76% | $105.63M |
Speece thorson capital group | 141.49K | 3.07% | $15.58M |
Tandem investment advisors | 668.80K | 2.79% | $73.65M |
Staley capital advisers | 507.32K | 2.48% | $55.87M |
Ariel investments | 1.83M | 2.15% | $201.83M |
Sage capital advisors | 66.81K | 1.91% | $7.36M |
Apricus wealth | 23.96K | 1.71% | $2.64M |
Weaver c. barksdale & associates | 15.67K | 1.65% | $1.73M |
Tobam | 44.18K | 1.48% | $4.87M |
Silver lake advisory | 30.50K | 1.48% | $3.36B |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Norges bank | 1.03M | 0.01% | 1.03M |
Ilex capital partners (uk) llp | 959.21K | 6.76% | 959.21K |
Lsv asset management | 929.40K | 0.24% | 904.28K |
Millennium management | 914.46K | 0.05% | 756.93K |
Ubs group | 923.53K | 0.02% | 652.36K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Blackrock | 8.17M | 0.02% | -978.92K |
Ameriprise financial | 560.63K | 0.02% | -582.70K |
Junto capital management lp | - | - | -505.88K |
Bank of montreal /can/ | 243.25K | 0.01% | -489.10K |
Balyasny asset management | - | - | -463.10K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 1.03M | 0.01% | 1.03M | $112.98M |
Ilex capital partners (uk) llp | 959.21K | 6.76% | 959.21K | $105.63M |
Raymond james financial | 299.56K | 0.01% | 299.56K | $32.99M |
Proficio capital partners | 43.61K | 0.00% | 43.61K | $43.61K |
Siemens fonds invest gmbh | 41.82K | 0.22% | 41.82K | $2.71M |
Sold Out
Holder | Change |
---|---|
Householder group estate & retirement specialist | -1.00 |
Ica group wealth management | -1.00 |
Hollencrest capital management | -2.00 |
Baldwin brothers llc/ma | -2.00 |
Tfo-tdc | -3.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 781 | -9.50% | 77,509,885 | -8.90% | 72 | 1.14% | 335 | -8.47% | 285 | -8.36% |
Sep 30, 2024 | 854 | -1.50% | 85,004,449 | -1.78% | 79 | 1.21% | 365 | -2.41% | 304 | -1.94% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard US Total Market Shares ETF | 3.21M | 3.02% | 2.32K |
Vanguard Total Stock Mkt Idx Inv | 3.21M | 3.01% | 9.54K |
Vanguard Institutional 500 Index Trust | 2.96M | 2.78% | 8.16K |
Vanguard Small Cap Index | 2.52M | 2.37% | -57.71K |
Vanguard Small Cap Value Index Inv | 1.64M | 1.54% | -64.51K |
ProShares S&P 500 Dividend Aristocrats | 1.63M | 1.54% | - |
Fidelity 500 Index | 1.33M | 1.25% | 5.93K |
SPDR® S&P 500 ETF | 1.33M | 1.25% | -19.53K |
iShares Core S&P 500 ETF | 1.30M | 1.22% | 3.78K |
SPDR® S&P 500® ETF Trust | 1.29M | 1.21% | -6.80K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Mar 28, 2025 | Penrose Jill R | Chief People Officer | Sell | $594.90K |
Mar 21, 2025 | Knudsen Jeannette L | Chief Legal Officer | Sell | $298.49K |
Mar 13, 2025 | Marshall Tucker H | Chief Financial Officer | Sell | $569.97K |
Mar 11, 2025 | AMIN TARANG | - | Buy | $100.51K |
Dec 17, 2024 | Marshall Tucker H | Chief Financial Officer | Sell | $112.32K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q2 | - | - |
2025 Q1 | 1 | 3 |
2024 Q4 | - | 1 |
2024 Q3 | - | - |
2024 Q2 | - | 1 |
SJM Ownership FAQ
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