Guru Ownership Trend
Guru Analysis for The J. M. Smucker Company (SJM)
The J. M. Smucker Company (SJM), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q2 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $996.55 M.
Top institutional holders include HOTCHKIS & WILEY and Cliff Asness.
Institutional sentiment is currently Bullish. This is evidenced by a $41.64 M net inflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 237.0%. Conversely, Steven Cohen reduced exposure by 65.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for The J. M. Smucker Company (SJM)
Major holders include HOTCHKIS & WILEY ($314.32 M), Cliff Asness ($208.1 M), John Rogers ($202.37 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 7.6 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $41.64 M, with 6 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited SJM. The total reported sell value was $156.1 M.
Yes, 1 managers opened new positions in SJM, and 5 increased their existing holdings. The total reported buy value was $197.73 M.
