The J.M. Smucker Company

SJM • NYSE

The J.M. Smucker Company is a packaged foods company in the consumer defensive sector on NYSE, led by Mark T. Smucker, with a market cap of $10.8B. As of Q3 2025, 87% of shares are held by 783 institutional investors, with VANGUARD GROUP INC as the largest holder at 11.71%.

Chair of the Board, President and Chief Executive OfficerMark T. Smucker

Market Cap$10.8B

Packaged Foods

Consumer Defensive

Employees9.0K

Websitejmsmucker.com

Country

United States of America

Overview

Overview of institutional ownership in SJM as of Q3 2025 with a market cap of $11.6B

All Institutions

Institutions: 783
Value Held: $10.1B
Shares Held: 93.0M
Avg Position: $12.9M
Median Position: $543.2K

Hedge Funds

Hedge Funds: 42
Value Held: $1.2B
Shares Held: 10.9M
Avg Position: $28.2M
Median Position: $1.6M

Ownership Breakdown

Institutional (non-HF)

77.09%

$8.9B

Hedge Funds

10.21%

$1.2B

Retail & Other

12.7%

$1.5B

Based on market cap of $11.6B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SJM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.4B 0.02% of portfolio	11.71% 12.5M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$935.7M 0.02% of portfolio	8.08% 8.6M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$778.5M 0.03% of portfolio	6.72% 7.2M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
BARCLAYS PLC Institution	-	$430.0M 0.16% of portfolio	3.71% 4.0M shares	≤ Q2 2013 Held for 12y 5m+	$271.65B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$305.5M 0.02% of portfolio	2.65% 2.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$285.8M 0.05% of portfolio	2.47% 2.6M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$276.0M 0.06% of portfolio	2.38% 2.5M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$231.2M 0.01% of portfolio	2.00% 2.1M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	Dmitry Balyasny CIO	$209.5M 0.44% of portfolio	1.81% 1.9M shares	Q4 2024 Held for 11 months	$48.1B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$189.7M 0.16% of portfolio	1.64% 1.7M shares	Q1 2015 Held for 10y 8m	$122.08B

Net Capital Flow

Institutional buying and selling activity for SJM in Q3 2025

Traded: +$517.5M
Buyers: 354
Sellers: 370
Total Bought: +$1.9B
Total Sold: −$1.4B
Avg Position: $11.7M

Biggest Buyers

Institution	Net Bought	Current Position
BARCLAYS PLC Institution	+$341.6M +3.1M shares	$430.0M 4.0M shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$163.6M +1.5M shares	$165.9M 1.5M shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	+$162.5M +1.5M shares	$162.5M 1.5M shares
N NATIONAL BANK OF CANADA /FI/ Institution	+$135.1M +1.2M shares	$152.2M 1.4M shares
C Capitolis Liquid Global Markets LLC Private Equity	+$112.9M +1.0M shares	$112.9M 1.0M shares
A Assenagon Asset Management S.A. Institution	+$88.9M +818.2K shares	$99.8M 919.1K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$85.8M +794.9K shares	$111.2M 1.0M shares
N Nearwater Capital Markets, Ltd Institution	+$73.8M +680.0K shares	$73.8M 680.0K shares
MORGAN STANLEY RIA/Wealth	+$72.4M +666.7K shares	$231.2M 2.1M shares
S SG Americas Securities, LLC Institution	+$64.5M +593.9K shares	$64.8M 596.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$297.8M −2.7M shares	$181.0M 1.7M shares
I Ilex Capital Partners LLP Institution	−$199.7M −2.0M shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$97.2M −895.1K shares	$189.7M 1.7M shares
L LSV ASSET MANAGEMENT Long Only Manager	−$63.2M −582.4K shares	$87.9M 809.4K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$58.6M −539.3K shares	$171.0M 1.6M shares
R Robeco Institutional Asset Management B.V. Institution	−$56.0M −515.6K shares	$10.7M 98.3K shares
VANGUARD GROUP INC Institution	−$43.9M −404.2K shares	$1.4B 12.5M shares
UBS Group AG Institution	−$38.9M −358.5K shares	$125.8M 1.2M shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	−$35.6M −327.4K shares	$11.5M 106.0K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$35.0M −322.7K shares	$209.5M 1.9M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SJM in Q3 2025

New Positions: 33
New Value: $264.1M
Exited Positions: 80
Exited Value: $305.1M

New Positions

Institution	Position Value
C Capitolis Liquid Global Markets LLC Private Equity	$112.9M 1.0M shares
N Nearwater Capital Markets, Ltd Institution	$73.8M 680.0K shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	$55.7M 513.2K shares
C Cyndeo Wealth Partners, LLC RIA/Wealth	$8.5M 78.3K shares
A ALERUS FINANCIAL NA Institution	$6.6M 61.2K shares
Mattson Financial Services, LLC RIA/Wealth	$1.0M 9.5K shares
ASSOCIATED BANC-CORP Institution	$496.5K 4.6K shares
B Brown Financial Advisors RIA/Wealth	$475.3K 4.4K shares
Investment Research Partners LLC Hedge Fund•Multi-Strategy	$442.4K 4.4K shares
C Copley Financial Group, Inc. RIA/Wealth	$421.3K 3.9K shares

Exited Positions

Institution	Previous Position
I Ilex Capital Partners LLP Institution	$199.7M 2.0M shares
Tandem Investment Advisors, Inc. Long Only Manager	$27.7M 281.9K shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	$14.0M 142.4K shares
A AXA Institution	$9.4M 96.0K shares
X XTX Topco Ltd Institution	$5.5M 55.7K shares
WESTWOOD HOLDINGS GROUP INC Institution	$5.1M 52.4K shares
ROYAL LONDON ASSET MANAGEMENT LTD Digital Asset Manager	$4.9M 49.9K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$4.2M 43.1K shares
Groupe la Francaise Fund of Funds	$3.3M 33.7K shares
IMC-Chicago, LLC RIA/Wealth	$3.1M 31.2K shares

Options Activity

Institutions with the largest Call and Put options positions in SJM as of Q3 2025

Call Positions: 21
Call Value: $142.0M
Put Positions: 24
Put Value: $121.3M

Call Positions

Institution	Position Value
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$29.8M 2.7K contracts
BARCLAYS PLC Institution	$24.2M 2.2K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$20.7M 1.9K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$20.6M 1.9K contracts
J JANE STREET GROUP, LLC Institution	$16.6M 1.5K contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$10.9M 1.0K contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$5.4M 496.0 contracts
P PEAK6 LLC Institution	$4.4M 409.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$4.0M 366.0 contracts
GOLDMAN SACHS GROUP INC Institution	$1.6M 148.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$31.4M 2.9K contracts
BARCLAYS PLC Institution	$27.5M 2.5K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$12.4M 1.1K contracts
Walleye Trading LLC RIA/Wealth	$10.8M 995.0 contracts
P PEAK6 LLC Institution	$9.0M 832.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$6.9M 639.0 contracts
J JANE STREET GROUP, LLC Institution	$5.2M 482.0 contracts
Caption Management, LLC Hedge Fund•Long/Short	$4.2M 390.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$3.8M 347.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$3.4M 317.0 contracts

Most Committed Institutions

Institutions with SJM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Clark & Stuart, Inc RIA/Wealth	Charles Stone Clark CCO	5.70% $8.0M	0.07% 73.4K shares	Q4 2024 Held for 11 months	$139.9M
SPEECE THORSON CAPITAL GROUP INC Long Only Manager	Matthew Jeremy Weight Director	3.56% $17.8M	0.15% 164.2K shares	≤ Q2 2013 Held for 12y 5m+	$500.5M
STALEY CAPITAL ADVISERS INC RIA/Wealth	John Adolphus Staley Iv CEO	2.56% $61.9M	0.53% 569.7K shares	Q2 2024 Held for 1y 5m	$2.4B
Sage Capital Advisors,llc RIA/Wealth	Diana Marie Blair CCO	1.79% $7.5M	0.06% 68.8K shares	Q4 2017 Held for 7y 11m	$416.2M
ARIEL INVESTMENTS, LLC Long Only Manager	John Washington Rogers CEO	1.79% $167.6M	1.45% 1.5M shares	≤ Q2 2013 Held for 12y 5m+	$9.4B
Huber Capital Management LLC Long Only Manager	Joseph Robert Huber CEO	1.67% $10.5M	0.09% 96.8K shares	Q1 2025 Held for 8 months	$628.8M
apricus wealth, LLC RIA/Wealth	Joseph J Costigan Founder	1.53% $2.8M	0.02% 26.0K shares	Q4 2021 Held for 3y 11m	$185.4M
W Weaver C. Barksdale & Associates, Inc. Long Only Manager	Ann Loden Roberts CEO	1.50% $1.6M	0.01% 14.3K shares	Q4 2021 Held for 3y 11m	$103.9M
Kinloch Capital, LLC RIA/Wealth	Peter Carlyle Walls Managing Partner	1.42% $3.2M	0.03% 29.9K shares	Q1 2024 Held for 1y 8m	$228.6M
STANCE CAPITAL LLC Long Only Manager	Kyle Kadar Balkissoon Managing Partner	1.42% $3.9M	0.03% 35.5K shares	Q2 2025 Held for 5 months	$271.3M

Hedge Fund Spotlight

Discover hedge funds investing in SJM

Hudson Bay Capital Management LP

Hedge Fund • Multi-Strategy

Portfolio ManagerSander Ross Gerber

Portfolio Value: $14.7B
Positions: 892
Last Reported: Q3 2025

Sector Allocation

Position in The J.M. Smucker Company

Market Value: $7.6M
Shares Held: 69.6K
Portfolio Weight: 0.05%
Owned Since: 2023-Q4

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