SJM Institutional Ownership
The J. M. Smucker Company
1W: +1.2%
1M: +6.3%
3M: +4.5%
YTD: +34.5%
1Y: +26.6%
3Y: +23.2%
5Y: +22.2%
$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 (1053 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7,389,936 | $951M | +663,072 | +9.9% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 6,794,703 | $874M | +48,660 | +0.7% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 6,573,207 | $846M | +77,405 | +1.2% | 46Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,933,209 | $635M | +55,545 | +1.1% | 2Q | SEC ↗ |
| 5 | DIMENSIONAL FUND ADVISORS LP | 4,591,379 | $591M | +670,661 | +17.1% | 97Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2,908,832 | $374M | +67,728 | +2.4% | 92Q | SEC ↗ |
| 7 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 2,793,916 | $359M | +603,840 | +27.6% | 4Q | SEC ↗ |
| 8 | CITADEL ADVISORS LLC | 2,690,881 | $346M | +755,869 | +39.1% | 37Q | SEC ↗ |
| 9 | Invesco Ltd. | 2,354,915 | $303M | +30,901 | +1.3% | 87Q | SEC ↗ |
| 10 | GOLDMAN SACHS GROUP INC | 2,174,660 | $280M | +857,414 | +65.1% | 15Q | SEC ↗ |
| 11 | FMR LLC | 1,922,137 | $247M | -271,623 | -12.4% | 97Q | SEC ↗ |
| 12 | MORGAN STANLEY | 1,880,292 | $242M | -284,112 | -13.1% | 60Q | SEC ↗ |
| 13 | AQR CAPITAL MANAGEMENT LLC | 1,849,756 | $238M | +1,096,777 | +145.7% | 33Q | SEC ↗ |
| 14 | ARIEL INVESTMENTS, LLC | 1,798,871 | $231M | -61,588 | -3.3% | 97Q | SEC ↗ |
| 15 | ProShare Advisors LLC | 1,699,015 | $219M | +63,539 | +3.9% | 78Q | SEC ↗ |
| 16 | RWC Asset Management LLP NEW | 1,555,311 | $200M | — | +0.0% | 1Q | SEC ↗ |
| 17 | NORGES BANK NEW | 1,510,861 | $194M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Qube Research & Technologies Ltd | 1,281,131 | $165M | +507,347 | +65.6% | 2Q | SEC ↗ |
| 19 | Balyasny Asset Management L.P. | 1,137,274 | $146M | -29,014 | -2.5% | 6Q | SEC ↗ |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,109,721 | $143M | +20,018 | +1.8% | 15Q | SEC ↗ |
| 21 | Sixth Street Partners Management Compa NEW | 1,109,721 | $143M | — | +0.0% | 1Q | SEC ↗ |
| 22 | DEUTSCHE BANK AG | 1,023,772 | $132M | -20,791 | -2.0% | 52Q | SEC ↗ |
| 23 | TWO SIGMA INVESTMENTS, LP | 960,763 | $124M | -685,960 | -41.7% | 17Q | SEC ↗ |
| 24 | JANE STREET GROUP, LLC | 952,690 | $123M | +443,831 | +87.2% | 2Q | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 916,563 | $118M | +60,542 | +7.1% | 76Q | SEC ↗ |
| 26 | NORTHERN TRUST CORP | 914,282 | $118M | +17,088 | +1.9% | 97Q | SEC ↗ |
| 27 | BANK OF AMERICA CORP /DE | 899,213 | $116M | +131,877 | +17.2% | 15Q | SEC ↗ |
| 28 | LSV ASSET MANAGEMENT | 861,377 | $111M | +78,077 | +10.0% | 36Q | SEC ↗ |
| 29 | STALEY CAPITAL ADVISERS INC | 752,658 | $97M | +114,998 | +18.0% | 9Q | SEC ↗ |
| 30 | Amundi | 738,879 | $95M | +233,441 | +46.2% | 21Q | SEC ↗ |
| 31 | Point72 Asset Management, L.P. | 689,741 | $89M | -1,290,829 | -65.2% | 3Q | SEC ↗ |
| 32 | FIRST TRUST ADVISORS LP | 655,371 | $84M | -1,788 | -0.3% | 42Q | SEC ↗ |
| 33 | SG Americas Securities, LLC | 626,511 | $81M | +590,912 | +1659.9% | 74Q | SEC ↗ |
| 34 | MASSACHUSETTS FINANCIAL SERVICES CO /M NEW | 612,070 | $79M | — | +0.0% | 1Q | SEC ↗ |
| 35 | VANGUARD FIDUCIARY TRUST CO | 594,794 | $77M | -1,296 | -0.2% | 2Q | SEC ↗ |
| 36 | UBS Group AG | 587,403 | $76M | -5,401,630 | -90.2% | 47Q | SEC ↗ |
| 37 | NewEdge Advisors, LLC | 564,096 | $73M | +25,961 | +4.8% | 17Q | SEC ↗ |
| 38 | WELLS FARGO & COMPANY/MN | 561,515 | $72M | +10,703 | +1.9% | 97Q | SEC ↗ |
| 39 | Vest Financial, LLC | 507,191 | $65M | +447 | +0.1% | 14Q | SEC ↗ |
| 40 | ROYAL BANK OF CANADA | 450,592 | $58M | +282,001 | +167.3% | 70Q | SEC ↗ |
| 41 | Advisors Capital Management, LLC | 447,771 | $58M | +13,399 | +3.1% | 14Q | SEC ↗ |
| 42 | PRUDENTIAL FINANCIAL INC | 398,409 | $51M | +37,872 | +10.5% | 97Q | SEC ↗ |
| 43 | NOMURA ASSET MANAGEMENT CO LTD | 392,005 | $50M | +15,266 | +4.1% | 71Q | SEC ↗ |
| 44 | RAYMOND JAMES FINANCIAL INC | 391,649 | $50M | +39,062 | +11.1% | 7Q | SEC ↗ |
| 45 | BARCLAYS PLC | 345,299 | $44M | -2,693,153 | -88.6% | 67Q | SEC ↗ |
| 46 | JPMORGAN CHASE & CO | 331,045 | $43M | -459,058 | -58.1% | 97Q | SEC ↗ |
| 47 | DEROY & DEVEREAUX PRIVATE INVESTMENT C | 320,955 | $41M | +129,660 | +67.8% | 2Q | SEC ↗ |
| 48 | UBS AM, a distinct business unit of UB | 316,859 | $41M | -8,246 | -2.5% | 63Q | SEC ↗ |
| 49 | MAI Capital Management | 311,823 | $40M | +1,837 | +0.6% | 26Q | SEC ↗ |
| 50 | Douglas Lane & Associates, LLC | 279,529 | $36M | +5,362 | +2.0% | 42Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| RWC Asset Management LLP | 1,555,311 | $200M |
| NORGES BANK | 1,510,861 | $194M |
| Sixth Street Partners Management Co | 1,109,721 | $143M |
| MASSACHUSETTS FINANCIAL SERVICES CO | 612,070 | $79M |
| HRT FINANCIAL LP | 167,050 | $21M |
| CAPITAL FUND MANAGEMENT S.A. | 158,806 | $20M |
| PEAK6 LLC | 132,051 | $17M |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 128,346 | $17M |
| T. Rowe Price Investment Management | 91,266 | $12M |
| Cinctive Capital Management LP | 90,282 | $12M |
| NATIXIS | 48,874 | $6M |
| Jupiter Topco LLC | 47,117 | $6M |
| IEQ CAPITAL, LLC | 41,747 | $5M |
| Jain Global LLC | 38,695 | $5M |
| JB Capital LLC | 34,829 | $4M |
| Palouse Capital Management, Inc. | 33,705 | $4M |
| Campbell & CO Investment Adviser LL | 33,552 | $4M |
| Jump Financial, LLC | 31,338 | $4M |
| Havemeyer Place LP | 30,907 | $4M |
| Quadrature Capital Ltd | 27,974 | $4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| D. E. Shaw & Co., Inc. | 417,302 | $54M |
| ExodusPoint Capital Management, LP | 329,731 | $42M |
| Freestone Grove Partners LP | 291,888 | $38M |
| Nearwater Capital Markets, Ltd | 200,000 | $26M |
| Night Squared LP | 167,986 | $22M |
| AVIVA PLC | 85,431 | $11M |
| Swedbank AB | 75,284 | $10M |
| TWINBEECH CAPITAL LP | 73,700 | $9M |
| Taproot Management LP | 67,644 | $9M |
| Mitsubishi UFJ Trust & Banking Corp | 64,646 | $8M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 56,243 | $7M |
| Edgestream Partners, L.P. | 55,702 | $7M |
| Mn Services Vermogensbeheer B.V. | 39,761 | $5M |
| Tredje AP-fonden | 37,680 | $5M |
| Lansforsakringar Fondforvaltning AB | 33,010 | $4M |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 31,646 | $4M |
| TABR Capital Management, LLC | 26,750 | $3M |
| Atom Investors LP | 25,623 | $3M |
| Skandinaviska Enskilda Banken AB (p | 22,091 | $3M |
| IFM Investors Pty Ltd | 21,970 | $3M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | +1,096,777 | +145.7% | 1,849,756 |
| GOLDMAN SACHS GROUP INC | +857,414 | +65.1% | 2,174,660 |
| CITADEL ADVISORS LLC | +755,869 | +39.1% | 2,690,881 |
| DIMENSIONAL FUND ADVISORS LP | +670,661 | +17.1% | 4,591,379 |
| BlackRock, Inc. | +663,072 | +9.9% | 7,389,936 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | +603,840 | +27.6% | 2,793,916 |
| SG Americas Securities, LLC | +590,912 | +1659.9% | 626,511 |
| Qube Research & Technologies Ltd | +507,347 | +65.6% | 1,281,131 |
| JANE STREET GROUP, LLC | +443,831 | +87.2% | 952,690 |
| ROYAL BANK OF CANADA | +282,001 | +167.3% | 450,592 |
| Amundi | +233,441 | +46.2% | 738,879 |
| Walleye Trading LLC | +228,691 | +2375.0% | 238,320 |
| Trexquant Investment LP | +188,470 | +790.0% | 212,328 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | +144,980 | +724900.0% | 145,000 |
| BANK OF AMERICA CORP /DE | +131,877 | +17.2% | 899,213 |
| MARSHALL WACE, LLP | +130,484 | +559.3% | 153,813 |
| DEROY & DEVEREAUX PRIVATE INVESTMEN | +129,660 | +67.8% | 320,955 |
| WELLINGTON MANAGEMENT GROUP LLP | +117,317 | +276.8% | 159,695 |
| STALEY CAPITAL ADVISERS INC | +114,998 | +18.0% | 752,658 |
| Squarepoint Ops LLC | +92,388 | +107.1% | 178,666 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -5,401,630 | -90.2% | 587,403 |
| BARCLAYS PLC | -2,693,153 | -88.6% | 345,299 |
| Point72 Asset Management, L.P. | -1,290,829 | -65.2% | 689,741 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | -1,011,845 | -82.3% | 218,000 |
| BESSEMER GROUP INC | -721,099 | -99.3% | 5,013 |
| TWO SIGMA INVESTMENTS, LP | -685,960 | -41.7% | 960,763 |
| JPMORGAN CHASE & CO | -459,058 | -58.1% | 331,045 |
| Verition Fund Management LLC | -430,078 | -80.3% | 105,385 |
| BANK OF NOVA SCOTIA | -399,652 | -98.8% | 4,676 |
| Caisse de depot et placement du Que | -368,088 | -98.7% | 4,800 |
| MORGAN STANLEY | -284,112 | -13.1% | 1,880,292 |
| FMR LLC | -271,623 | -12.4% | 1,922,137 |
| MILLENNIUM MANAGEMENT LLC | -179,437 | -61.5% | 112,258 |
| Robeco Institutional Asset Manageme | -173,787 | -96.5% | 6,210 |
| KEYBANK NATIONAL ASSOCIATION/OH | -140,318 | -85.6% | 23,639 |
| Engineers Gate Manager LP | -108,216 | -63.5% | 62,132 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -106,072 | -86.6% | 16,386 |
| Schonfeld Strategic Advisors LLC | -104,598 | -59.9% | 70,050 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -99,552 | -59.9% | 66,669 |
| Holowesko Partners Ltd. | -87,700 | -47.7% | 96,100 |