SJM Institutional Ownership
The J. M. Smucker Company
1W: -1.7%
1M: +5.6%
3M: +0.8%
YTD: +33.2%
1Y: +26.0%
3Y: +23.2%
5Y: +21.6%
$127.41
-1.23 (-0.96%)
After Hours: $128.14 (+0.73, +0.57%)
Weekly Expected Move ±4.1%
$119
$125
$130
$135
$141
Credit Risk of going bust: lower than 66% of companies Debt: 33.4% of company value Bonds: $122.8M held by 195 funds, 74 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $3.72 (down 97%), The J. M. Smucker Company would be worth roughly what it owes.
Total debt $6.90B against a stock market value of $13.74B.
Distance to default 6.92 (Merton model): prices to 2026-10-26, balance sheet 2026-07-31, debt counted $3.54B (short-term plus half of long-term), stock volatility 28.7%; Altman Z 1.50. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $3.72 (down 97%), The J. M. Smucker Company would be worth roughly what it owes.
Total debt $6.90B against a stock market value of $13.74B.
Distance to default 6.92 (Merton model): prices to 2026-10-26, balance sheet 2026-07-31, debt counted $3.54B (short-term plus half of long-term), stock volatility 28.7%; Altman Z 1.50. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — SJM
967
Institutional Holders
+37 vs prior quarter
0.0%
Ownership
+0.00pp
$10B
Total Invested
151
New Positions
353
Increased
335
Reduced
76
Closed
0.90
Put/Call Ratio
Ownership Trends
Top Institutional Holders (360 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CALIFORNIA STATE TEACHERS RETIREMENT S | 13,894,200 | $1.8B | +13,768,467 | +10950.6% | 2Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 6,573,207 | $837M | +6,573,207 | — | 1Q | SEC ↗ |
| 3 | CITADEL ADVISORS LLC NEW | 2,690,881 | $343M | +2,690,881 | — | 1Q | SEC ↗ |
| 4 | GOLDMAN SACHS GROUP INC NEW | 2,174,660 | $277M | +2,174,660 | — | 1Q | SEC ↗ |
| 5 | ProShare Advisors LLC NEW | 1,699,015 | $216M | +1,699,015 | — | 1Q | SEC ↗ |
| 6 | RWC Asset Management LLP | 1,528,264 | $195M | -27,047 | -1.7% | 2Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN NEW | 550,812 | $70M | +550,812 | — | 1Q | SEC ↗ |
| 8 | Vest Financial, LLC | 415,104 | $53M | +400,708 | +2783.5% | 2Q | SEC ↗ |
| 9 | Douglas Lane & Associates, LLC | 266,389 | $34M | -13,140 | -4.7% | 2Q | SEC ↗ |
| 10 | Walleye Trading LLC NEW | 238,320 | $30M | +238,320 | — | 1Q | SEC ↗ |
| 11 | CAPITOLIS LIQUID GLOBAL MARKETS LLC NEW | 218,000 | $28M | +218,000 | — | 1Q | SEC ↗ |
| 12 | Man Group plc NEW | 181,462 | $23M | +181,462 | — | 1Q | SEC ↗ |
| 13 | GAMCO INVESTORS, INC. ET AL NEW | 169,186 | $22M | +169,186 | — | 1Q | SEC ↗ |
| 14 | HSBC HOLDINGS PLC | 155,518 | $20M | +35,283 | +29.3% | 27Q | SEC ↗ |
| 15 | CANTOR FITZGERALD INVESTMENT ADVISORS NEW | 155,311 | $20M | +155,311 | — | 1Q | SEC ↗ |
| 16 | MARSHALL WACE, LLP NEW | 153,813 | $20M | +153,813 | — | 1Q | SEC ↗ |
| 17 | EDMOND DE ROTHSCHILD HOLDING S.A. NEW | 145,000 | $18M | +145,000 | — | 1Q | SEC ↗ |
| 18 | Gradient Investments LLC | 144,410 | $18M | +9,669 | +7.2% | 3Q | SEC ↗ |
| 19 | GABELLI FUNDS LLC NEW | 135,850 | $17M | +135,850 | — | 1Q | SEC ↗ |
| 20 | Assenagon Asset Management S.A. NEW | 134,069 | $17M | +134,069 | — | 1Q | SEC ↗ |
| 21 | Sound Income Strategies, LLC | 123,073 | $16M | +2,526 | +2.1% | 2Q | SEC ↗ |
| 22 | ENVESTNET ASSET MANAGEMENT INC NEW | 118,871 | $15M | +118,871 | — | 1Q | SEC ↗ |
| 23 | PRINCIPAL FINANCIAL GROUP INC NEW | 116,338 | $15M | +116,338 | — | 1Q | SEC ↗ |
| 24 | AMERIPRISE FINANCIAL INC NEW | 107,306 | $14M | +107,306 | — | 1Q | SEC ↗ |
| 25 | MANUFACTURERS LIFE INSURANCE COMPANY, | 88,024 | $11M | +5,256 | +6.4% | 2Q | SEC ↗ |
| 26 | Mariner, LLC | 79,096 | $10M | +52,933 | +202.3% | 2Q | SEC ↗ |
| 27 | Allianz Asset Management GmbH NEW | 76,746 | $10M | +76,746 | — | 1Q | SEC ↗ |
| 28 | DAYMARK WEALTH PARTNERS, LLC NEW | 74,711 | $10M | +74,711 | — | 1Q | SEC ↗ |
| 29 | Sage Capital Advisors,llc | 71,022 | $9M | +1,027 | +1.5% | 2Q | SEC ↗ |
| 30 | Schonfeld Strategic Advisors LLC NEW | 70,050 | $9M | +70,050 | — | 1Q | SEC ↗ |
| 31 | HUDSON EDGE INVESTMENT PARTNERS INC. NEW | 68,524 | $9M | +68,524 | — | 1Q | SEC ↗ |
| 32 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 66,669 | $8M | +66,669 | — | 1Q | SEC ↗ |
| 33 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 65,621 | $8M | +65,621 | — | 1Q | SEC ↗ |
| 34 | ALGERT GLOBAL LLC NEW | 65,350 | $8M | +65,350 | — | 1Q | SEC ↗ |
| 35 | YOUSIF CAPITAL MANAGEMENT, LLC NEW | 64,490 | $8M | +64,490 | — | 1Q | SEC ↗ |
| 36 | THOMPSON INVESTMENT MANAGEMENT, INC. | 62,978 | $8M | -537 | -0.8% | 2Q | SEC ↗ |
| 37 | Ethic Inc. NEW | 54,500 | $7M | +54,500 | — | 1Q | SEC ↗ |
| 38 | STATE BOARD OF ADMINISTRATION OF FLORI NEW | 54,150 | $7M | +54,150 | — | 1Q | SEC ↗ |
| 39 | WEDGE CAPITAL MANAGEMENT L L P/NC | 48,059 | $6M | +2,315 | +5.1% | 2Q | SEC ↗ |
| 40 | M&T BANK CORP NEW | 47,848 | $6M | +47,848 | — | 1Q | SEC ↗ |
| 41 | Vontobel Holding Ltd. NEW | 47,430 | $6M | +47,430 | — | 1Q | SEC ↗ |
| 42 | TD Waterhouse Canada Inc. NEW | 44,505 | $6M | +44,505 | — | 1Q | SEC ↗ |
| 43 | Vident Advisory, LLC NEW | 43,670 | $6M | +43,670 | — | 1Q | SEC ↗ |
| 44 | HOURGLASS CAPITAL, LLC NEW | 43,080 | $5M | +43,080 | — | 1Q | SEC ↗ |
| 45 | IEQ CAPITAL, LLC NEW | 41,747 | $5M | +41,747 | — | 1Q | SEC ↗ |
| 46 | Dakota Wealth Management NEW | 41,357 | $5M | +41,357 | — | 1Q | SEC ↗ |
| 47 | REIK & CO., LLC NEW | 39,197 | $5M | +39,197 | — | 1Q | SEC ↗ |
| 48 | Handelsbanken Fonder AB NEW | 36,400 | $5M | +36,400 | — | 1Q | SEC ↗ |
| 49 | Walleye Capital LLC | 34,846 | $4M | +31,354 | +897.9% | 2Q | SEC ↗ |
| 50 | MERCER GLOBAL ADVISORS INC /ADV NEW | 33,966 | $4M | +33,966 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| STATE STREET CORP | 6,573,207 | $837M |
| CITADEL ADVISORS LLC | 2,690,881 | $343M |
| GOLDMAN SACHS GROUP INC | 2,174,660 | $277M |
| ProShare Advisors LLC | 1,699,015 | $216M |
| WELLS FARGO & COMPANY/MN | 550,812 | $70M |
| Walleye Trading LLC | 238,320 | $30M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 218,000 | $28M |
| Man Group plc | 181,462 | $23M |
| GAMCO INVESTORS, INC. ET AL | 169,186 | $22M |
| CANTOR FITZGERALD INVESTMENT ADVISO | 155,311 | $20M |
| MARSHALL WACE, LLP | 153,813 | $20M |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 145,000 | $18M |
| GABELLI FUNDS LLC | 135,850 | $17M |
| Assenagon Asset Management S.A. | 134,069 | $17M |
| ENVESTNET ASSET MANAGEMENT INC | 118,871 | $15M |
| PRINCIPAL FINANCIAL GROUP INC | 116,338 | $15M |
| AMERIPRISE FINANCIAL INC | 107,306 | $14M |
| Allianz Asset Management GmbH | 76,746 | $10M |
| DAYMARK WEALTH PARTNERS, LLC | 74,711 | $10M |
| Schonfeld Strategic Advisors LLC | 70,050 | $9M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CALIFORNIA STATE TEACHERS RETIREMEN | +13,768,467 | +10950.6% | 13,894,200 |
| Vest Financial, LLC | +405,503 | +5633.6% | 412,701 |
| HSBC HOLDINGS PLC | +81,096 | +112.4% | 153,237 |
| Mariner, LLC | +52,933 | +202.3% | 79,096 |
| Walleye Capital LLC | +31,354 | +897.9% | 34,846 |
| HM PAYSON & CO | +16,890 | +1082.7% | 18,450 |
| Gradient Investments LLC | +9,669 | +7.2% | 144,410 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +5,256 | +6.4% | 88,024 |
| Wellington Grp LLC | +4,441 | +194.8% | 6,721 |
| GatePass Capital, LLC | +3,428 | +74.4% | 8,038 |
| STOCK YARDS BANK & TRUST CO | +2,873 | +253.1% | 4,008 |
| Sound Income Strategies, LLC | +2,526 | +2.1% | 123,073 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | +2,315 | +5.1% | 48,059 |
| HB Wealth Management, LLC | +2,310 | +69.9% | 5,615 |
| Investment Research Partners LLC | +2,164 | +30.9% | 9,166 |
| Merit Financial Group, LLC | +1,893 | +48.9% | 5,767 |
| Versant Capital Management, Inc | +1,780 | +457.6% | 2,169 |
| First Financial Bank - Trust Divisi | +1,717 | +1395.9% | 1,840 |
| Cape Investment Advisory, Inc. | +1,577 | +2628.3% | 1,637 |
| Sage Capital Advisors,llc | +1,027 | +1.5% | 71,022 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CAISSE DE DEPOT ET PLACEMENT DU QUE | -368,088 | -98.7% | 4,800 |
| HSBC HOLDINGS PLC | -45,813 | -95.3% | 2,281 |
| Counterpoint Mutual Funds LLC | -43,608 | -87.9% | 5,990 |
| PITTENGER & ANDERSON INC | -27,990 | -98.9% | 300 |
| RWC Asset Management LLP | -27,047 | -1.7% | 1,528,264 |
| Merit Financial Group, LLC | -20,074 | -86.4% | 3,170 |
| Abundance Wealth Counselors | -16,311 | -48.2% | 17,508 |
| Douglas Lane & Associates, LLC | -13,140 | -4.7% | 266,389 |
| State of Alaska, Department of Reve | -8,014 | -38.1% | 13,042 |
| Vest Financial, LLC | -4,795 | -66.6% | 2,403 |
| BOKF, NA | -3,666 | -34.5% | 6,970 |
| Farther Finance Advisors, LLC | -3,363 | -26.0% | 9,562 |
| Anchor Investment Management, LLC | -2,178 | -12.6% | 15,093 |
| MEYER HANDELMAN CO | -1,828 | -44.5% | 2,283 |
| MFA WEALTH ADVISORS, LLC | -1,825 | -25.3% | 5,387 |
| Curbstone Financial Management Corp | -1,600 | -16.5% | 8,078 |
| D.A. DAVIDSON & CO. | -1,308 | -19.2% | 5,499 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC | -1,298 | -5.2% | 23,556 |
| MOODY NATIONAL BANK TRUST DIVISION | -1,003 | -57.4% | 744 |
| Wealthfront Advisers LLC | -817 | -18.8% | 3,522 |