This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SJM/capital-change-brief"
Use Arkolith's capital_change_brief for SJM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $650.6M | 6.7M | ▲New +6.7M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $648.7M | 6.7M | ▼−21% Reduced · −1.8M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $626.5M | 6.5M | ▼−9.5% Reduced · −684K sh | Q1 2026 | |
| 4 | UBS Group AG | $577.6M | 6.0M | ▲+53% Added · +2.1M sh | Q1 2026 | |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | $470.4M | 4.9M | ▲New +4.9M sh | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $378.1M | 3.9M | ▲+16% Added · +528K sh | Q1 2026 | |
| 7 | BARCLAYS PLC | $293.0M | 3.0M | ▼−26% Reduced · −1.1M sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $273.5M | 2.8M | ▲+0.5% Added · +14K sh | Q1 2026 | |
| 9 | FMR LLC | $211.6M | 2.2M | ▲+43% Added · +657K sh | Q1 2026 | |
| 10 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $211.2M | 2.2M | ▲+6.4% Added · +132K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $208.7M | 2.2M | ▼−13% Reduced · −322K sh | Q1 2026 | |
| 12 | Point72 Asset Management, L.P. | $191.0M | 2.0M | ▲+7.4% Added · +137K sh | Q1 2026 | |
| 13 | CITADEL ADVISORS LLC | $186.6M | 1.9M | ▼−27% Reduced · −700K sh | Q1 2026 | |
| 14 | ARIEL INVESTMENTS, LLC | $179.4M | 1.9M | ▲+16% Added · +252K sh | Q1 2026 | |
| 15 | TWO SIGMA INVESTMENTS, LP | $158.8M | 1.6M | ▲+40% Added · +469K sh | Q1 2026 | |
| 16 | ProShare Advisors LLC | $157.7M | 1.6M | ▲+6.6% Added · +101K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $127.0M | 1.3M | ▲+131% Added · +746K sh | Q1 2026 | |
| 18 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | $118.6M | 1.2M | ▼−6.2% Reduced · −81K sh | Q1 2026 | |
| 19 | BALYASNY ASSET MANAGEMENT L.P. | $112.5M | 1.2M | ▼−26% Reduced · −417K sh | Q1 2026 | |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $105.1M | 1.1M | ▲+2.8% Added · +29K sh | Q1 2026 | |
| 21 | DEUTSCHE BANK AG\ | $100.7M | 1.0M | ▼−8.8% Reduced · −101K sh | Q1 2026 | |
| 22 | NORGES BANK | $93.0M | 950K | ▼−17% Reduced · −199K sh | Q4 2025 | |
| 23 | NORTHERN TRUST CORP | $86.5M | 897K | ▼−20% Reduced · −222K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $82.6M | 856K | ▼−9.4% Reduced · −89K sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $75.2M | 790K | ▲+107% Added · +408K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | AMIN TARANG | Director | Grant (A) | 247 | $0 |
| Jul 1, 2026 | Abramo Mercedes | Director | Grant (A) | 218 | $0 |
| Jul 1, 2026 | Chung Bruce | Director | Grant (A) | 229 | $0 |
| Jul 1, 2026 | Perry Kirk | Director | Grant (A) | 218 | $0 |
| Jun 29, 2026 | Penrose Jill R | Chief People Officer | Sell (S) | 5K | $583K |
| Jun 26, 2026 | Knudsen Jeannette L | Chief Legal Officer | Sell (S) | 4K | $501K |
| Jun 24, 2026 | Marshall Tucker H | Chief Financial Officer | Sell (S) | 4K | $403K |
| Jun 17, 2026 | SMUCKER MARK T | CEO, Chair of Board, Director | Sell (S) | 13K | $1.5M |
| Jun 15, 2026 | Ferguson Robert D | Chief Product Supply Officer | Tax withholding (F) | 267 | $31K |
| Jun 15, 2026 | Ferguson Robert D | Chief Product Supply Officer | Tax withholding (F) | 476 | $55K |
| Jun 15, 2026 | Ferguson Robert D | Chief Product Supply Officer | Tax withholding (F) | 516 | $60K |
| Jun 15, 2026 | SMUCKER MARK T | CEO, Chair of Board, Director | Tax withholding (F) | 1K | $142K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 239 funds | $236.4B |
| APPLE INCAAPL | 233 funds | $250.7B |
| AMAZON.COM INCAMZN | 233 funds | $174.8B |
| META PLATFORMS INC-CLASS AMETA | 233 funds | $94.5B |
| NVIDIA CORPNVDA | 232 funds | $326.5B |
| BROADCOM INCAVGO | 232 funds | $131.5B |
| ALPHABET INC-CL AGOOGL | 229 funds | $144.7B |
| BANK OF AMERICA CORPBAC | 229 funds | $28.2B |
| ELI LILLY & COLLY | 228 funds | $63.6B |
| VISA INC-CLASS A SHARESV | 226 funds | $49.2B |
| CHEVRON CORPCVX | 225 funds | $28.8B |
| ALPHABET INC-CL CGOOG | 224 funds | $110.8B |
Ranked by how many of SJM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SJM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.