767 tracked 13F filers disclose a position in SJM as of the latest SEC 13F filings, a combined $9.1B in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $650.6M | 6.7M | →First observed position No prior filed position | Q1 2026 | |
| 2 | BlackRock, Inc. | $648.7M | 6.7M | ▼−21% Reduced · −1.8M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $739.5M | 6.6M | ▲+1.2% Added · +77K sh | Q2 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 | →First observed position No prior filed position | 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 | $326.7M | 2.9M | ▲+2.4% Added · +68K sh | Q2 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 | RWC Asset Management LLP | $175.0M | 1.6M | ▲New +1.6M sh | Q2 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $127.0M | 1.3M | ▲+131% Added · +746K 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.
Last quarter, 4 funds opened a new position in SJM and 23 added to an existing one, while 21 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 465 funds | $283.9B |
| NVIDIA CORPNVDA | 450 funds | $400.5B |
| APPLE INCAAPL | 450 funds | $313.3B |
| AMAZON.COM INCAMZN | 450 funds | $207.5B |
| META PLATFORMS INC-CLASS AMETA | 445 funds | $114.3B |
| ALPHABET INC-CL AGOOGL | 442 funds | $174.7B |
| JPMORGAN CHASE & COJPM | 441 funds | $68.8B |
| CHEVRON CORPCVX | 438 funds | $33.1B |
| JOHNSON & JOHNSONJNJ | 436 funds | $50.0B |
| BROADCOM INCAVGO | 433 funds | $163.1B |
| ALPHABET INC-CL CGOOG | 433 funds | $134.5B |
| ELI LILLY & COLLY | 430 funds | $79.7B |
Ranked by how many of SJM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 31, 2026 | SMUCKER MARK T | CEO, Chair of Board, Director | Sell (S) | 85K | $11.1M |
| Aug 31, 2026 | Ferguson Robert D | Chief Product Supply Officer | Sell (S) | 3K | $334K |
| Aug 28, 2026 | Marshall Tucker H | Chief Financial Officer | Sell (S) | 7K | $977K |
| Aug 28, 2026 | Marshall Tucker H | Chief Financial Officer | Sell (S) | 11K | $1.5M |
| 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 11, 2026 | Knudsen Jeannette L | Chief Legal Officer | Sell (S) | 6K | $645K |
| Mar 10, 2026 | SMUCKER MARK T | CEO, Chair of Board, Director | Sell (S) | 231 | $25K |
| Mar 10, 2026 | SMUCKER MARK T | CEO, Chair of Board, Director | Sell (S) | 231 | $25K |
| Mar 2, 2026 | AMIN TARANG | Director | Buy (P) | 880 | $100K |
| Class | 13F holders | Value held |
|---|---|---|
| SJMthis pagecs | 767 funds | $9.1B |
| 832696306COMMON STOCK | 1 funds | $33 |
| 832696108COMMON STOCK | 1 funds | $19 |
| 832696207COMMON STOCK | 1 funds | $19 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SJM
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.
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.