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Who Owns J.M. Smucker Co

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in J.M. Smucker Co.

Who crossed 5% of SJM →
Managers holding
33
as of 2026-09-30
Reported value
$75.4M
summed across filings
Shares held
633.8K
Added vs trimmed
10 / 13
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Douglas Lane & Associates, LLCCOMMON266.4K shtrimmed$31.7M
Gradient Investments LLCCOM NEW144.4K shadded$17.2M
Sound Income Strategies, LLCCOM NEW123.1K shadded$14.7M
TOTH FINANCIAL ADVISORY CORPCOM NEW18.5K shadded$2.2M
Dorato Capital ManagementCOM NEW17.5K shadded$2M
Everhart Financial Group, Inc.COM NEW12.9K shadded$1.5M
Farther Finance Advisors, LLCStock9.6K shtrimmed$1.1M
MFA WEALTH ADVISORS, LLCCOM NEW5.4K shtrimmed$640.6K
Venture Visionary Partners LLCCOM NEW4.1K shtrimmed$490.6K
Plan A Wealth LLCCOM NEW4K shadded$478.9K
GAMMA Investing LLCCommon Stock4K shadded$477.2K
ALKEME WEALTH, LLCCOM NEW3.7K shtrimmed$439.9K
CoreCap Advisors, LLCStock2.9K shtrimmed$348.4K
Bill Few Associates, Inc.COM NEW2.8K shadded$330.4K
City Center Advisors, LLCCOM NEW2.7K shtrimmed$315.6K
MOODY NATIONAL BANK TRUST DIVISIONCOM NEW2.5K shheld$296.2K
PARK NATIONAL CORP /OH/Com2.1K shtrimmed$253.8K
Kennon-Green & Company, LLCStock2K shtrimmed$231.9K
Valeo Financial Advisors, LLCStock1.8K shtrimmed$216.7K
Bullock Wealth Management GroupStock790 shadded$91.6K
TOMPKINS FINANCIAL CORPCOM NEW475 shheld$56.5K
ELEVATION WEALTH PARTNERS, LLCCOM NEW383 shadded$45.5K
Bank of New HampshireCOM NEW375 shheld$44.6K
Investors Research CorpCOM NEW250 shtrimmed$29.7K
EASTERN BANKCOM NEW232 shheld$27.6K
Trust CoStock230 shheld$27.4K
NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM NEW180 sh—$21.4K
Wealth Enhancement Trust Services, Inc.COM NEW110 shtrimmed$13.1K
Rosenberg Matthew HamiltonStock105 shheld$12.5K
GK Wealth Management LLCCOM NEW100 sh—$11.9K
Grove Bank & TrustCOM NEW87 shheld$10.3K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock83 shtrimmed$9.9K
GILPIN WEALTH MANAGEMENT, LLCCOM NEW14 shheld$1.7K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on SJM

Company overviewEverything on SJM in one place, with the price.SEC filingsWhat SJM's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat SJM's own officers and directors buy and sell.Executive payWhat SJM awarded its chief executive, and what it became.Funds holding itWhich funds and ETFs hold SJM, and how big a bet.LobbyingWhat SJM spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on SJM's account, and who they worked for.

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