Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

SMUCKER J M CO · COM NEW · quarter ended 2026-03-31 · 17 members disclosed SJM ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 549 holders are listed, largest first: 549
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $7.8B
holders whose share count rose or who opened the position (new + add), by shares: 284
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 97

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of SJM ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	VANGUARD CAPITAL MANAGEMENT LLC	$651M	6,746,043	—	NO PRIOR
2	BlackRock, Inc.	$649M	6,726,864	−1,759,976	TRIM
3	STATE STREET CORP	$626M	6,495,802	−684,371	TRIM
4	UBS Group AG	$578M	5,989,033	+2,064,751	ADD
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$470M	4,877,664	—	NO PRIOR
6	DIMENSIONAL FUND ADVISORS LP	$378M	3,920,718	+528,418	ADD
7	Invesco Ltd.	$224M	2,324,014	−459,258	TRIM
8	FMR LLC	$212M	2,193,760	+656,727	ADD
9	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$211M	2,190,076	+132,446	ADD
10	MORGAN STANLEY	$209M	2,164,404	−322,192	TRIM
11	Point72 Asset Management, L.P.	$191M	1,980,570	+136,704	ADD
12	CITADEL ADVISORS LLC	$187M	1,935,012	−699,622	TRIM
13	ARIEL INVESTMENTS, LLC	$179M	1,860,459	+251,516	ADD
14	TWO SIGMA INVESTMENTS, LP	$159M	1,646,723	+468,921	ADD
15	ProShare Advisors LLC	$158M	1,635,476	+100,898	ADD
16	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$119M	1,229,845	−81,155	TRIM
17	BALYASNY ASSET MANAGEMENT L.P.	$112M	1,166,288	−416,753	TRIM
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$105M	1,089,703	+29,335	ADD
19	DEUTSCHE BANK AG\	$101M	1,044,563	−100,832	TRIM
20	NORTHERN TRUST CORP	$86.5M	897,194	−222,243	TRIM
21	Qube Research & Technologies Ltd	$74.6M	773,784	+773,784	NEW
22	BANK OF AMERICA CORP /DE/	$74.0M	767,336	+43,043	ADD
23	AQR CAPITAL MANAGEMENT LLC	$71.5M	752,979	+483,481	ADD
24	FIRST TRUST ADVISORS LP	$63.4M	657,159	+93,657	ADD
25	VANGUARD FIDUCIARY TRUST CO	$57.5M	596,090	—	NO PRIOR
26	WELLS FARGO & COMPANY/MN	$53.1M	550,812	+98,758	ADD
27	NewEdge Advisors, LLC	$51.9M	538,135	+4,701	ADD
28	Verition Fund Management LLC	$51.6M	535,463	+396,630	ADD
29	JANE STREET GROUP, LLC	$49.1M	508,859	+508,859	NEW
30	Vest Financial, LLC	$48.9M	506,744	+35,837	ADD
31	Amundi	$48.7M	505,438	−424,919	TRIM
32	Advisors Capital Management, LLC	$41.9M	434,372	+177,330	ADD
33	D. E. Shaw & Co., Inc.	$40.2M	417,302	−16,020	TRIM
34	BANK OF NOVA SCOTIA	$39.0M	404,328	+387,605	ADD
35	NOMURA ASSET MANAGEMENT CO LTD	$36.3M	376,739	−7,883	TRIM
36	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$36.0M	372,888	+372,888	NEW
37	PRUDENTIAL FINANCIAL INC	$34.8M	360,537	+260,729	ADD
38	RAYMOND JAMES FINANCIAL INC	$34.0M	352,587	+62,010	ADD
39	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$31.4M	325,105	−339,388	TRIM
40	MAI Capital Management	$29.9M	309,986	+190,856	ADD
41	Freestone Grove Partners LP	$28.1M	291,888	+65,708	ADD
42	MILLENNIUM MANAGEMENT LLC	$28.1M	291,695	−1,075,604	TRIM
43	Nuveen, LLC	$25.6M	265,731	+49,636	ADD
44	Vanguard Global Advisers, LLC	$23.7M	245,668	—	NO PRIOR
45	STIFEL FINANCIAL CORP	$20.6M	213,999	+120,948	ADD
46	Swiss National Bank	$20.4M	211,100	−81,265	TRIM
47	CWM, LLC	$19.4M	201,307	−11,192	TRIM
48	Legal & General Group Plc	$19.0M	197,429	−134,210	TRIM
49	BANK OF MONTREAL /CAN/	$18.0M	186,712	−13,571	TRIM
50	Robeco Institutional Asset Management B.V.	$17.4M	179,997	+22,465	ADD
51	CITIGROUP INC	$17.3M	179,251	+15,647	ADD
52	LAZARD ASSET MANAGEMENT LLC	$17.0M	175,759	−4,501	TRIM
53	Schonfeld Strategic Advisors LLC	$16.8M	174,648	+171,643	ADD
54	Mitsubishi UFJ Asset Management Co., Ltd.	$16.7M	172,705	−98,599	TRIM
55	Engineers Gate Manager LP	$16.4M	170,348	+164,850	ADD
56	ROYAL BANK OF CANADA	$16.3M	168,591	+44,335	ADD
57	Night Squared LP	$16.2M	167,986	+70,568	ADD
58	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$16.0M	166,221	+150,725	ADD
59	KEYBANK NATIONAL ASSOCIATION/OH	$15.8M	163,957	−2,123	TRIM
60	CANADA PENSION PLAN INVESTMENT BOARD	$15.4M	160,000	+137,800	ADD
61	Connor, Clark & Lunn Investment Management Ltd.	$14.7M	151,983	+128,942	ADD
62	Gotham Asset Management, LLC	$14.6M	151,459	+122,479	ADD
63	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	$14.5M	150,301	+1,380	ADD
64	FIL Ltd	$14.5M	150,000	−150,000	TRIM
65	Assenagon Asset Management S.A.	$13.6M	141,435	−125,108	TRIM
66	Gradient Investments LLC	$12.6M	130,649	+2,458	ADD
67	PICTON MAHONEY ASSET MANAGEMENT	$12.2M	126,050	+126,050	NEW
68	HSBC HOLDINGS PLC	$11.8M	123,096	−201,888	TRIM
69	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$11.8M	122,458	+30,587	ADD
70	Man Group plc	$11.6M	120,308	+92,872	ADD
71	PRINCIPAL FINANCIAL GROUP INC	$11.5M	118,772	+1,136	ADD
72	LPL Financial LLC	$10.5M	109,303	+4,456	ADD
73	Meiji Yasuda Asset Management Co Ltd.	$10.1M	104,773	+13,725	ADD
74	WORLDQUANT MILLENNIUM ADVISORS LLC	$10.0M	103,593	−266,806	TRIM
75	Bridgewater Associates, LP	$9.8M	102,135	−130,831	TRIM
76	STATE OF WISCONSIN INVESTMENT BOARD	$9.8M	101,954	+38,342	ADD
77	ALLIANCEBERNSTEIN L.P.	$9.7M	99,422	−3,991	TRIM
78	ENVESTNET ASSET MANAGEMENT INC	$9.5M	99,011	+78,334	ADD
79	SEI INVESTMENTS CO	$9.4M	97,300	+33,532	ADD
80	VANGUARD ASSET MANAGEMENT, Ltd	$9.3M	95,945	—	NO PRIOR
81	ADAGE CAPITAL PARTNERS GP, L.L.C.	$9.2M	95,227	−1,100	TRIM
82	COMMONWEALTH EQUITY SERVICES, LLC	$9.1M	94,043	+3,800	ADD
83	Cerity Partners LLC	$9.1M	93,968	−23,234	TRIM
84	Cyndeo Wealth Partners, LLC	$8.7M	90,011	+14,217	ADD
85	LBP AM SA	$8.4M	87,035	−11,572	TRIM
86	Squarepoint Ops LLC	$8.3M	86,278	−538,927	TRIM
87	Dana Investment Advisors, Inc.	$8.2M	84,514	+84,514	NEW
88	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$8.0M	82,768	−154	TRIM
89	Zurcher Kantonalbank (Zurich Cantonalbank)	$7.5M	77,433	−106,671	TRIM
90	STOREBRAND ASSET MANAGEMENT AS	$7.4M	77,100	—	NO PRIOR
91	BLAIR WILLIAM & CO/IL	$7.3M	76,111	+3,122	ADD
92	Swedbank AB	$7.3M	75,284	−105,311	TRIM
93	TWINBEECH CAPITAL LP	$7.1M	73,700	+73,700	NEW
94	DAYMARK WEALTH PARTNERS, LLC	$7.0M	72,218	−968	TRIM
95	Sage Capital Advisors,llc	$6.8M	69,995	+351	ADD
96	Quantinno Capital Management LP	$6.6M	68,902	+20,379	ADD
97	Clark & Stuart, Inc	$6.6M	67,932	−1,044	TRIM
98	Brevan Howard Capital Management LP	$6.4M	66,674	+42,780	ADD
99	Universal- Beteiligungs- und Servicegesellschaft mbH	$6.0M	61,540	−70,445	TRIM
100	HighTower Advisors, LLC	$5.9M	61,177	+1,549	ADD
101	CASTLEARK MANAGEMENT LLC	$5.7M	59,580	+59,580	NEW
102	Vontobel Holding Ltd.	$5.6M	58,363	−15,080	TRIM
103	XTX Topco Ltd	$5.6M	58,125	+29,680	ADD
104	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$5.5M	57,485	−19,383	TRIM
105	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$5.4M	56,243	−5,601	TRIM
106	Edgestream Partners, L.P.	$5.4M	55,702	+37,773	ADD
107	AE Wealth Management LLC	$5.2M	54,098	+10,034	ADD
108	Chevy Chase Trust Holdings, LLC	$5.2M	53,579	−1,546	TRIM
109	Ethic Inc.	$5.0M	52,141	+1,530	ADD
110	ING GROEP NV	$4.9M	51,187	+36,273	ADD
111	Cetera Investment Advisers	$4.9M	50,768	+15,523	ADD
112	Counterpoint Mutual Funds LLC	$4.8M	49,598	+49,598	NEW
113	FRANKLIN RESOURCES INC	$4.6M	48,048	+33,412	ADD
114	Allworth Financial LP	$4.6M	47,970	+3,234	ADD
115	FIFTH THIRD BANCORP	$4.6M	47,791	+37,176	ADD
116	M&T BANK CORP	$4.6M	47,713	+1,296	ADD
117	Janus Henderson Group Ltd.	$4.5M	47,117	+29,373	ADD
118	Tidal Investments LLC	$4.2M	43,832	+33,775	ADD
119	Corient Private Wealth LLC	$4.1M	42,667	−36,950	TRIM
120	WELLINGTON MANAGEMENT GROUP LLP	$4.1M	42,378	+30,778	ADD
121	Y-Intercept (Hong Kong) Ltd	$4.1M	42,213	+42,213	NEW
122	Dakota Wealth Management	$4.0M	41,357	+41,357	NEW
123	NATIONAL BANK OF CANADA /FI/	$4.0M	41,241	−341,789	TRIM
124	AMG National Trust Bank	$3.8M	39,760	+39,760	NEW
125	Tredje AP-fonden	$3.6M	37,680	+13,622	ADD
126	GHP Investment Advisors, Inc.	$3.6M	37,167	+428	ADD
127	State of New Jersey Common Pension Fund D	$3.5M	36,126	0	NO CHANGE
128	XPONANCE LLC	$3.5M	35,876	+20,952	ADD
129	Creative Planning	$3.5M	35,800	+10,771	ADD
130	MCDONALD PARTNERS LLC	$3.4M	34,751	+9,914	ADD
131	Mirae Asset Global Investments Co., Ltd.	$3.3M	34,358	+4,706	ADD
132	CIBC Bancorp USA Inc.	$3.2M	33,514	—	NO PRIOR
133	AIGEN INVESTMENT MANAGEMENT, LP	$3.2M	32,720	+32,720	NEW
134	TORONTO DOMINION BANK	$3.1M	32,232	−3,397	TRIM
135	Kinloch Capital, LLC	$3.1M	31,939	+12,180	ADD
136	KESTRA PRIVATE WEALTH SERVICES, LLC	$3.0M	31,440	+1,515	ADD
137	PARTHENON LLC	$3.0M	31,348	−295	TRIM
138	INTACT INVESTMENT MANAGEMENT INC.	$3.0M	31,300	0	NO CHANGE
139	Kestra Advisory Services, LLC	$3.0M	31,000	+7,258	ADD
140	US BANCORP \DE\	$3.0M	30,814	−111	TRIM
141	PUBLIC SECTOR PENSION INVESTMENT BOARD	$2.9M	30,364	+16,521	ADD
142	MAVERICK CAPITAL LTD	$2.9M	29,851	+1,939	ADD
143	ALERUS FINANCIAL NA	$2.9M	29,839	−14,060	TRIM
144	Advisors Asset Management, Inc.	$2.9M	29,582	+1,651	ADD
145	Arizona State Retirement System	$2.8M	29,309	−52	TRIM
146	Czech National Bank	$2.8M	29,058	+927	ADD
147	PITTENGER & ANDERSON INC	$2.7M	28,290	+28,290	NEW
148	Machina Capital S.A.S.	$2.7M	27,830	+24,681	ADD
149	Silver Lake Advisory, LLC	$2.7M	27,544	+794	ADD
150	Oak Thistle LLC	$2.7M	27,507	+27,507	NEW
151	AXQ CAPITAL, LP	$2.6M	27,373	+21,502	ADD
152	Vanguard Investments Australia, Ltd.	$2.6M	27,285	—	NO PRIOR
153	FOX RUN MANAGEMENT, L.L.C.	$2.6M	27,583	+25,447	ADD
154	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$2.6M	27,192	+3,168	ADD
155	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.6M	27,191	−659	TRIM
156	Numerai GP LLC	$2.6M	27,085	+27,085	NEW
157	Allianz Asset Management GmbH	$2.6M	26,956	−12,809	TRIM
158	Philip James Wealth Mangement, LLC	$2.6M	26,850	+1,522	ADD
159	Mariner, LLC	$2.5M	26,163	+14,883	ADD
160	apricus wealth, LLC	$2.5M	26,050	−230	TRIM
161	Atom Investors LP	$2.5M	25,623	+25,623	NEW
162	Resona Asset Management Co.,Ltd.	$2.4M	25,509	−31,219	TRIM
163	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$2.4M	24,854	+38	ADD
164	Summit Trail Advisors, LLC	$2.4M	24,607	−2,596	TRIM
165	Trexquant Investment LP	$2.3M	23,858	−28,020	TRIM
166	CIBC Asset Management Inc	$2.3M	23,759	−3,450	TRIM
167	TOTH FINANCIAL ADVISORY CORP	$2.3M	23,499	−51	TRIM
168	BNP Paribas Asset Management Holding S.A.	$2.3M	23,432	−275,320	TRIM
169	Hudson Bay Capital Management LP	$2.2M	23,233	−72,525	TRIM
170	Retirement Systems of Alabama	$2.2M	22,657	−39	TRIM
171	Rodgers Brothers Inc.	$2.2M	22,543	−495	TRIM
172	Poehling Capital Management, INC.	$2.2M	22,451	+213	ADD
173	Aquatic Capital Management LLC	$2.2M	22,310	+22,310	NEW
174	Pictet Asset Management Holding SA	$2.1M	21,432	−56,618	TRIM
175	Dynamic Technology Lab Private Ltd	$2.1M	21,264	+12,612	ADD
176	ASR Vermogensbeheer N.V.	$2.0M	21,105	+543	ADD
177	Magnetar Financial LLC	$2.0M	21,318	−14,259	TRIM
178	CLARK ESTATES INC/NY	$2.0M	20,987	0	NO CHANGE
179	VOYA INVESTMENT MANAGEMENT LLC	$2.0M	20,848	−36	TRIM
180	GUGGENHEIM CAPITAL LLC	$2.0M	20,675	+10,677	ADD
181	TRUIST FINANCIAL CORP	$2.0M	20,402	+4,424	ADD
182	Delta Global Management LP	$2.0M	20,232	+20,232	NEW
183	HM PAYSON & CO	$1.9M	20,010	+12,460	ADD
184	Baird Financial Group, Inc.	$1.9M	19,890	+19,890	NEW
185	TD ASSET MANAGEMENT INC	$1.8M	18,488	−84,540	TRIM
186	HBW ADVISORY SERVICES LLC	$1.8M	18,192	+2,566	ADD
187	OCCUDO QUANTITATIVE STRATEGIES LP	$1.7M	17,246	+17,246	NEW
188	OSAIC HOLDINGS, INC.	$1.7M	17,453	−1,136	TRIM
189	Utah Retirement Systems	$1.6M	17,064	0	NO CHANGE
190	Woodline Partners LP	$1.6M	16,736	−1,466	TRIM
191	Townsend & Associates, Inc	$1.6M	16,724	+207	ADD
192	Daiwa Securities Group Inc.	$1.6M	16,297	−926	TRIM
193	Arax Advisory Partners	$1.6M	16,230	+16,048	ADD
194	Steward Partners Investment Advisory, LLC	$1.5M	15,883	+9,488	ADD
195	Dorato Capital Management	$1.5M	16,121	0	NO CHANGE
196	NOMURA HOLDINGS INC	$1.5M	15,503	−41,949	TRIM
197	UniSuper Management Pty Ltd	$1.5M	15,436	−3,744	TRIM
198	Focus Partners Wealth	$1.5M	15,113	−27,126	TRIM
199	Te Ahumairangi Investment Management Ltd	$1.5M	15,050	−10,820	TRIM
200	CIBC WORLD MARKET INC.	$1.4M	14,952	−5,672	TRIM
201	Ashton Thomas Private Wealth, LLC	$1.4M	14,798	+2,356	ADD
202	NEOS Investment Management LLC	$1.4M	14,561	+11,674	ADD
203	FLPUTNAM INVESTMENT MANAGEMENT CO	$1.4M	14,539	−222	TRIM
204	IMC-Chicago, LLC	$1.4M	14,074	+14,074	NEW
205	Inlet Private Wealth, LLC	$1.4M	14,030	+3,685	ADD
206	Concentric Capital Strategies, LP	$1.3M	13,742	+5,070	ADD
207	Weaver C. Barksdale & Associates, Inc.	$1.3M	13,622	+821	ADD
208	TEACHER RETIREMENT SYSTEM OF TEXAS	$1.3M	13,528	+9,998	ADD
209	Royal Fund Management, LLC	$1.3M	13,400	−700	TRIM
210	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$1.3M	13,400	+13,400	NEW
211	LECAP ASSET MANAGEMENT LTD	$1.3M	13,264	+9,951	ADD
212	PANAGORA ASSET MANAGEMENT INC	$1.2M	12,936	0	NO CHANGE
213	Nordwand Advisors, LLC	$1.2M	12,700	0	NO CHANGE
214	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$1.2M	12,634	−2,565	TRIM
215	VARCOV Co.	$1.2M	12,505	+9,635	ADD
216	TODD ASSET MANAGEMENT LLC	$1.2M	12,461	+12,461	NEW
217	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$1.2M	12,229	+12,229	NEW
218	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$1.2M	11,961	+11,961	NEW
219	Federation des caisses Desjardins du Quebec	$1.1M	11,768	−24,684	TRIM
220	WINTON GROUP Ltd	$1.1M	11,772	+11,772	NEW
221	Private Advisor Group, LLC	$1.1M	11,712	+1,753	ADD
222	COMMERCE BANK	$1.1M	11,601	+1,081	ADD
223	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$1.1M	11,352	−107	TRIM
224	JOHNSON INVESTMENT COUNSEL INC	$1.1M	11,256	−34	TRIM
225	LMR Partners LLP	$1.1M	10,964	+10,964	NEW
226	Westhampton Capital, LLC	$1.0M	10,543	0	NO CHANGE
227	HUSSMAN STRATEGIC ADVISORS, INC.	$1.0M	10,500	0	NO CHANGE
228	Aberdeen Group plc	$1.0M	10,454	−10,619	TRIM
229	Rakuten Investment Management, Inc.	$1.0M	10,508	−3,526	TRIM
230	Beacon Financial Advisory LLC	$986K	10,224	+10,224	NEW
231	Probity Advisors, Inc.	$970K	10,055	+636	ADD
232	EDMP, INC.	$957K	9,923	+97	ADD
233	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$955K	9,899	−73,301	TRIM
234	SCOTIA CAPITAL INC.	$936K	9,708	−400	TRIM
235	Walleye Trading LLC	$929K	9,629	+9,629	NEW
236	CONTRAVISORY INVESTMENT MANAGEMENT, INC.	$927K	9,613	+9,613	NEW
237	Mattson Financial Services, LLC	$921K	9,548	+320	ADD
238	Aspire Private Capital, LLC	$914K	9,480	+9,480	NEW
239	DRW Securities, LLC	$911K	9,548	+5,422	ADD
240	Sequoia Financial Advisors, LLC	$909K	9,426	−4,928	TRIM
241	MERCER GLOBAL ADVISORS INC /ADV	$899K	9,323	+1,990	ADD
242	Moors & Cabot, Inc.	$880K	9,122	−25	TRIM
243	Aristotle Capital Management, LLC	$865K	8,967	0	NO CHANGE
244	Empowered Funds, LLC	$861K	8,923	+8,923	NEW
245	&PARTNERS	$858K	8,891	+1,839	ADD
246	Alpha Omega Wealth Management LLC	$842K	8,732	−185	TRIM
247	Composition Wealth, LLC	$837K	8,677	−1,227	TRIM
248	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$818K	8,483	+880	ADD
249	Sanctuary Advisors, LLC	$818K	8,478	+1,936	ADD
250	DIVERSIFY WEALTH MANAGEMENT, LLC	$809K	8,357	+8,357	NEW
251	BOOTHBAY FUND MANAGEMENT, LLC	$807K	8,370	+8,370	NEW
252	Pathstone Holdings, LLC	$807K	8,366	−1,417	TRIM
253	Eurizon Capital SGR S.p.A.	$786K	8,156	−4,855	TRIM
254	D.B. Root & Company, LLC	$780K	8,090	−71	TRIM
255	Diversify Advisory Services, LLC	$778K	8,039	+5,224	ADD
256	Bridgefront Capital, LLC	$771K	7,998	+7,998	NEW
257	Atria Investments, Inc	$763K	7,912	+914	ADD
258	Hardworking Capital Advisors, LLC	$762K	7,900	+181	ADD
259	Abundance Wealth Counselors	$744K	7,710	+59	ADD
260	S&T BANK/PA	$743K	7,702	−2,739	TRIM
261	MGO ONE SEVEN LLC	$723K	7,501	−391	TRIM
262	Weiss Asset Management LP	$689K	7,140	+7,140	NEW
263	Everhart Financial Group, Inc.	$687K	7,126	+7,126	NEW
264	Parallax Volatility Advisers, L.P.	$683K	7,134	+7,134	NEW
265	Swiss Life Asset Management Ltd	$680K	7,047	−19,996	TRIM
266	Fieldview Capital Management, LLC	$675K	6,995	+3,629	ADD
267	D.A. DAVIDSON & CO.	$657K	6,807	+1,141	ADD
268	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$646K	6,703	+2,486	ADD
269	MFA WEALTH ADVISORS, LLC	$639K	6,627	+6,627	NEW
270	MIZUHO SECURITIES USA LLC	$622K	6,450	−1,318	TRIM
271	Rafferty Asset Management, LLC	$616K	6,386	−2,548	TRIM
272	ONTARIO TEACHERS PENSION PLAN BOARD	$605K	6,275	+6,275	NEW
273	Sivia Capital Partners, LLC	$604K	6,264	+6,264	NEW
274	FIDUCIARY FAMILY OFFICE, LLC	$581K	6,029	+6,029	NEW
275	Global X Japan Co., Ltd.	$567K	5,882	+370	ADD
276	Kingdom Financial Group LLC.	$564K	5,844	+270	ADD
277	Norinchukin Bank, The	$562K	5,825	−49	TRIM
278	Vanguard Personalized Indexing Management, LLC	$561K	5,822	−211	TRIM
279	Aegis Wealth Management, Inc.	$556K	5,768	−177	TRIM
280	BROWN ADVISORY INC	$551K	5,711	−450	TRIM
281	111 Capital	$550K	5,705	+5,705	NEW
282	Maryland State Retirement & Pension System	$536K	5,553	0	NO CHANGE
283	Cornerstone Wealth Management, LLC	$517K	5,358	+350	ADD
284	ALLIANZ SE	$511K	5,297	+5,297	NEW
285	Asset Management One Co., Ltd.	$510K	5,284	−68,439	TRIM
286	Northwest & Ethical Investments L.P.	$509K	5,344	−8,394	TRIM
287	SCHRODER INVESTMENT MANAGEMENT GROUP	$508K	5,270	−5,626	TRIM
288	MQS Management LLC	$507K	5,253	+5,253	NEW
289	BURNEY CO/	$496K	5,141	+76	ADD
290	NAPLES GLOBAL ADVISORS, LLC	$486K	5,035	−530	TRIM
291	Allspring Global Investments Holdings, LLC	$480K	5,025	+59	ADD
292	Korea Investment CORP	$478K	4,959	−22,563	TRIM
293	Investment Research Partners LLC	$475K	4,922	+574	ADD
294	AssuredPartners Investment Advisors, LLC	$472K	4,952	−2,686	TRIM
295	BAILARD, INC.	$470K	4,869	−75	TRIM
296	Sowell Financial Services LLC	$467K	4,844	+4,844	NEW
297	GREAT VALLEY ADVISOR GROUP, INC.	$467K	4,844	−4,332	TRIM
298	Sigma Planning Corp	$460K	4,770	+1,404	ADD
299	Bayesian Capital Management, LP	$453K	4,700	+4,700	NEW
300	FLAGSHIP HARBOR ADVISORS, LLC	$452K	4,690	+4,690	NEW
301	Clearstead Advisors, LLC	$449K	4,651	−466	TRIM
302	Independent Advisor Alliance	$445K	4,618	−304	TRIM
303	GatePass Capital, LLC	$445K	4,610	0	NO CHANGE
304	FOUNDATIONS INVESTMENT ADVISORS, LLC	$442K	4,588	+2,500	ADD
305	Kimelman & Baird, LLC	$434K	4,500	0	NO CHANGE
306	GROUP ONE TRADING LLC	$430K	4,462	+1,389	ADD
307	Merit Financial Group, LLC	$425K	4,404	+864	ADD
308	ALKEME WEALTH, LLC	$423K	4,385	−214	TRIM
309	MUFG Securities EMEA plc	$422K	4,379	0	NO CHANGE
310	Wealthfront Advisers LLC	$418K	4,339	+1,112	ADD
311	iSAM Funds (UK) Ltd	$417K	4,329	+4,329	NEW
312	Brown Financial Advisors	$417K	4,327	−105	TRIM
313	Crossmark Global Holdings, Inc.	$416K	4,313	—	NO PRIOR
314	Wellington Grp LLC	$414K	4,294	—	NO PRIOR
315	Polymer Capital Management (US) LLC	$412K	4,271	−7,833	TRIM
316	MITCHELL SINKLER & STARR/PA	$408K	4,234	0	NO CHANGE
317	MONEY CONCEPTS CAPITAL CORP	$408K	4,229	+62	ADD
318	Greenfield Seitz Capital Management, LLC	$404K	4,191	−249	TRIM
319	Tower Research Capital LLC (TRC)	$400K	4,149	+201	ADD
320	BROOKS, MOORE & ASSOCIATES, INC.	$399K	4,135	+4,135	NEW
321	Waverly Advisors, LLC	$398K	4,130	+736	ADD
322	Venture Visionary Partners LLC	$398K	4,125	+480	ADD
323	ELEVATION POINT WEALTH PARTNERS, LLC	$397K	4,122	+842	ADD
324	MEYER HANDELMAN CO	$396K	4,111	−9,862	TRIM
325	BENJAMIN EDWARDS INC	$395K	4,100	−15,269	TRIM
326	STEPHENS INC /AR/	$394K	3,491	+204	ADD
327	Centiva Capital, LP	$387K	4,008	−1,046	TRIM
328	OMERS ADMINISTRATION Corp	$382K	3,956	+142	ADD
329	FEDERATED HERMES, INC.	$380K	3,937	+432	ADD
330	Wilmington Savings Fund Society, FSB	$378K	3,922	−1,150	TRIM
331	Modern Wealth Management, LLC	$377K	3,948	+980	ADD
332	First National Bank of Mount Dora, Trust Investment Services	$372K	3,862	—	NO PRIOR
333	City Center Advisors, LLC	$371K	3,847	+185	ADD
334	Radnor Capital Management, LLC	$366K	3,791	−150	TRIM
335	Stratos Wealth Partners, LTD.	$361K	3,739	−956	TRIM
336	Empirical Finance, LLC	$357K	3,706	−3	TRIM
337	MACKENZIE FINANCIAL CORP	$357K	3,697	+72	ADD
338	CAMBIENT FAMILY OFFICE, LLC	$354K	3,668	+38	ADD
339	MCCARTER PRIVATE WEALTH SERVICES LLC	$351K	3,638	+665	ADD
340	AlphaCore Capital LLC	$347K	3,601	−523	TRIM
341	CastleKnight Management LP	$347K	3,600	−3,700	TRIM
342	Brooklyn Investment Group	$346K	3,587	+603	ADD
343	Gallagher Fiduciary Advisors, LLC	$345K	3,580	−149	TRIM
344	Sound View Wealth Advisors Group, LLC	$345K	3,576	+375	ADD
345	Revisor Wealth Management LLC	$344K	3,556	−895	TRIM
346	Walser Wealth Management Company, A Ltd Liability Co	$341K	3,533	+3,533	NEW
347	Copley Financial Group, Inc.	$340K	3,526	−206	TRIM
348	MACQUARIE GROUP LTD	$340K	3,521	−7,867	TRIM
349	Walleye Capital LLC	$337K	3,492	+3,492	NEW
350	Capula Management Ltd	$335K	3,477	+446	ADD
351	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$329K	3,413	+5	ADD
352	Plan A Wealth LLC	$329K	3,413	+472	ADD
353	MML INVESTORS SERVICES, LLC	$327K	3,395	+670	ADD
354	BSW Wealth Partners	$320K	3,317	+615	ADD
355	Aviance Capital Partners, LLC	$319K	3,308	−79	TRIM
356	HB Wealth Management, LLC	$319K	3,305	−1,314	TRIM
357	DAVENPORT & Co LLC	$319K	3,303	−770	TRIM
358	Sumitomo Mitsui DS Asset Management Company, Ltd	$318K	3,302	−11,778	TRIM
359	Vestmark Advisory Solutions, Inc.	$318K	3,292	+12	ADD
360	Summit Financial, LLC	$315K	3,264	+14	ADD
361	Graham Capital Management, L.P.	$305K	3,161	+3,161	NEW
362	Savant Capital, LLC	$303K	3,142	+60	ADD
363	Mayflower Financial Advisors, LLC	$302K	3,131	−621	TRIM
364	North Dakota State Investment Board	$292K	3,029	−523	TRIM
365	Avalon Trust Co	$289K	3,000	0	NO CHANGE
366	Investment Management Corp of Ontario	$286K	2,968	−7,268	TRIM
367	Main Street Research LLC	$276K	2,858	−472	TRIM
368	EXCHANGE TRADED CONCEPTS, LLC	$274K	2,841	+226	ADD
369	Traub Capital Management LLC	$272K	2,823	0	NO CHANGE
370	Beacon Pointe Advisors, LLC	$272K	2,821	+93	ADD
371	Rockefeller Capital Management L.P.	$272K	2,817	+826	ADD
372	SECURIAN ASSET MANAGEMENT, INC	$271K	2,815	0	NO CHANGE
373	CAXTON ASSOCIATES LLP	$271K	2,811	+2,811	NEW
374	Palisade Asset Management, LLC	$270K	2,797	+7	ADD
375	AMERICAN CENTURY COMPANIES INC	$270K	2,796	−60,399	TRIM
376	Hennion & Walsh Asset Management, Inc.	$266K	2,760	−3,204	TRIM
377	FSM Wealth Advisors, LLC	$262K	2,720	−65	TRIM
378	NorthRock Partners, LLC	$261K	2,705	−750	TRIM
379	CENTRAL TRUST Co	$259K	2,685	−369	TRIM
380	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$258K	2,679	+2,679	NEW
381	Sound Financial Strategies Group, LLC	$258K	2,674	−2,680	TRIM
382	Raleigh Capital Management Inc.	$255K	2,648	+2,648	NEW
383	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$252K	2,612	−958	TRIM
384	Richard W. Paul & Associates, LLC	$250K	2,595	+2,595	NEW
385	SUMMITRY LLC	$248K	2,568	+2,568	NEW
386	Columbia Asset Management	$245K	2,545	+40	ADD
387	Carlton Hofferkamp & Jenks Wealth Management, LLC	$244K	2,555	−85	TRIM
388	KANAWHA CAPITAL MANAGEMENT LLC	$241K	2,500	0	NO CHANGE
389	Triangle Securities Wealth Management	$241K	2,497	−270	TRIM
390	Sovran Advisors, LLC	$240K	2,451	−78	TRIM
391	DV Trading LLC	$240K	2,487	+2,487	NEW
392	CSS LLC/IL	$237K	2,460	−1,260	TRIM
393	Chancellor Financial Group WB LP	$234K	2,430	+2,430	NEW
394	HUNTINGTON NATIONAL BANK	$234K	2,429	+2,429	NEW
395	PATTON FUND MANAGEMENT, INC.	$232K	2,405	+212	ADD
396	MOODY NATIONAL BANK TRUST DIVISION	$228K	2,359	+55	ADD
397	Verity & Verity, LLC	$225K	2,335	+2,335	NEW
398	Trueblood Wealth Management, LLC	$224K	2,323	−23	TRIM
399	MARIETTA INVESTMENT PARTNERS LLC	$224K	2,320	0	NO CHANGE
400	Bill Few Associates, Inc.	$224K	2,319	+2,319	NEW
401	Lido Advisors, LLC	$223K	2,313	−687	TRIM
402	Vident Advisory, LLC	$220K	2,280	−23,222	TRIM
403	WEDGEWOOD INVESTORS INC /PA/	$218K	2,265	+2,265	NEW
404	Rossmore Private Capital	$217K	2,250	0	NO CHANGE
405	HENGEHOLD CAPITAL MANAGEMENT LLC	$213K	2,211	+2	ADD
406	Integris Wealth Management, LLC	$212K	2,200	0	NO CHANGE
407	MIRABELLA FINANCIAL SERVICES LLP	$211K	2,186	−2,540	TRIM
408	Mendel Money Management	$210K	2,180	−200	TRIM
409	LETSON INVESTMENT MANAGEMENT, INC.	$204K	2,120	0	NO CHANGE
410	Visionary Wealth Advisors	$204K	2,113	−116	TRIM
411	Hilltop Holdings Inc.	$200K	2,078	−752	TRIM
412	BROWN, LISLE/CUMMINGS, INC.	$190K	1,965	+7	ADD
413	Smartleaf Asset Management LLC	$183K	1,925	+948	ADD
414	TEMA ETFS LLC	$183K	1,898	+7	ADD
415	Geneos Wealth Management Inc.	$169K	1,749	+88	ADD
416	Munich Reinsurance Co Stock Corp in Munich	$145K	1,507	−53,946	TRIM
417	Bayforest Capital Ltd	$132K	1,372	−1,109	TRIM
418	Coastline Trust Co	$121K	1,250	0	NO CHANGE
419	DELTA ASSET MANAGEMENT LLC/TN	$113K	1,171	−207	TRIM
420	TD Waterhouse Canada Inc.	$97.4K	1,020	+998	ADD
421	MATHER GROUP, LLC.	$94.7K	982	+982	NEW
422	Leonteq Securities AG	$94.4K	979	+160	ADD
423	Quarry LP	$94.3K	978	+978	NEW
424	Cassaday & Co Wealth Management LLC	$92.9K	964	+964	NEW
425	Curat Global, LLC	$92.6K	960	0	NO CHANGE
426	CALDWELL SUTTER CAPITAL, INC.	$91.9K	952	+356	ADD
427	Annis Gardner Whiting Capital Advisors, LLC	$78.4K	813	−137	TRIM
428	Stone House Investment Management, LLC	$74.1K	768	+5	ADD
429	MCF Advisors LLC	$69.4K	720	—	NO PRIOR
430	SALEM INVESTMENT COUNSELORS INC	$63.7K	660	+660	NEW
431	Elevated Capital Advisors, LLC	$61.8K	641	+559	ADD
432	Hamrick Investment Counsel, llc	$60.8K	630	—	NO PRIOR
433	SIGNATUREFD, LLC	$59.2K	614	−123	TRIM
434	QUADRANT CAPITAL GROUP LLC	$57.8K	599	−35	TRIM
435	UMB Bank, n.a.	$54.8K	568	−54	TRIM
436	Blue Trust, Inc.	$54.2K	562	0	NO CHANGE
437	Caldwell Trust Co	$50.6K	525	0	NO CHANGE
438	Parkside Financial Bank & Trust	$47.3K	490	−73	TRIM
439	JNBA Financial Advisors	$46.9K	486	0	NO CHANGE
440	Larson Financial Group LLC	$46.3K	480	+2	ADD
441	Financial Freedom, LLC	$42.8K	443	+443	NEW
442	Pinnacle Wealth Planning Services, Inc.	$42.5K	441	+5	ADD
443	Costello Asset Management, INC	$41.8K	433	+2	ADD
444	ASSETMARK, INC	$40.9K	424	−476	TRIM
445	Bank of New Hampshire	$36.2K	375	−160	TRIM
446	TOMPKINS FINANCIAL CORP	$32.3K	335	0	NO CHANGE
447	EASTERN BANK	$32.1K	333	+2	ADD
448	Ritter Daniher Financial Advisory LLC / DE	$29.4K	305	−32	TRIM
449	Key FInancial Inc	$28.9K	300	0	NO CHANGE
450	Wealth Enhancement Trust Services, Inc.	$27.5K	285	0	NO CHANGE
451	Investors Research Corp	$27.2K	282	0	NO CHANGE
452	BARRETT & COMPANY, INC.	$27.1K	281	+2	ADD
453	N.E.W. Advisory Services LLC	$26.3K	272	+4	ADD
454	Kentucky Trust Co	$24.1K	250	0	NO CHANGE
455	AMERIFLEX GROUP, INC.	$21.8K	226	+226	NEW
456	Frazier Financial Advisors, LLC	$20.2K	209	+205	ADD
457	STANCE CAPITAL LLC	$19.8K	205	−28,900	TRIM
458	WPG Advisers, LLC	$19.8K	205	−35	TRIM
459	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	$18.4K	191,295	+191,295	NEW
460	Vermillion Wealth Management, Inc.	$18.3K	189	+7	ADD
461	Measured Wealth Private Client Group, LLC	$17.3K	179	+179	NEW
462	Darwin Wealth Management, LLC	$16.7K	173	+2	ADD
463	JFS WEALTH ADVISORS, LLC	$14.7K	152	−21	TRIM
464	CVA Family Office, LLC	$14.5K	150	+150	NEW
465	Triumph Capital Management	$14.2K	147	0	NO CHANGE
466	Owl Creek Wealth Partners LLC	$13.9K	144	—	NO PRIOR
467	Grove Bank & Trust	$13.0K	135	+28	ADD
468	Moisand Fitzgerald Tamayo, LLC	$12.8K	133	0	NO CHANGE
469	CHELSEA COUNSEL CO	$12.5K	130	0	NO CHANGE
470	Private Wealth Management Group, LLC	$11.8K	123	0	NO CHANGE
471	New England Capital Financial Advisors LLC	$11.5K	120	+1	ADD
472	TD Capital Management LLC	$10.3K	107	+1	ADD
473	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$10.1K	106	+4	ADD
474	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$9.6K	100	−13,677	TRIM
475	Center for Financial Planning, Inc.	$9.6K	100	0	NO CHANGE
476	Midwest Capital Advisors, LLC	$9.6K	100	0	NO CHANGE
477	Miller Capital Partners, Inc.	$9.6K	100	0	NO CHANGE
478	Sachetta, LLC	$8.5K	88	−55	TRIM
479	HighMark Wealth Management LLC	$7.8K	81	+49	ADD
480	MV CAPITAL MANAGEMENT, INC.	$7.7K	80	+1	ADD
481	Quest 10 Wealth Builders, Inc.	$7.4K	77	+77	NEW
482	Meramec Financial Planners, LLC	$6.6K	69	0	NO CHANGE
483	DT Investment Partners, LLC	$5.9K	61	0	NO CHANGE
484	SJS Investment Consulting Inc.	$5.3K	55	+48	ADD
485	Signature Equity Partners, LLC	$5.1K	53	+53	NEW
486	Bell Investment Advisors, Inc	$4.9K	51	+46	ADD
487	Glass Jacobson Investment Advisors llc	$4.8K	50	0	NO CHANGE
488	Manchester Capital Management LLC	$4.6K	48	+17	ADD
489	BELLEVUE ASSET MANAGEMENT, LLC	$4.5K	46	+1	ADD
490	Treasurer of the State of North Carolina	$4.3K	44,366	+945	ADD
491	CANADA LIFE ASSURANCE Co	$4.1K	42,126	−13,376	TRIM
492	True Wealth Design, LLC	$4.0K	41	−3	TRIM
493	Kilter Group LLC	$3.7K	38	+17	ADD
494	Addison Advisors LLC	$3.6K	37	0	NO CHANGE
495	Spire Wealth Management	$3.6K	37	+15	ADD
496	DAGCO, INC.	$3.2K	33	0	NO CHANGE
497	DekaBank Deutsche Girozentrale	$3.2K	32,604	0	NO CHANGE
498	Clearstead Trust, LLC	$3.0K	31	−9	TRIM
499	Atlantic Union Bankshares Corp	$2.8K	29	0	NO CHANGE
500	Westfuller Advisors, LLC	$2.2K	23	−27	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · SJM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Caxton Associates $14.9M held
Trimming: 1 Bridgewater Associates $9.8M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · SMUCKER J M CO

Merged timeline of congressional filings and notable-manager moves on SJM
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-05-15	Gotham Asset Management 13F	ADD	+122,479 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−130,831 sh
2026-05-14	Caxton Associates 13F	NEW	+2,811 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

17 members of Congress disclosed SJM — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).