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 Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $660.31 M.
Top institutional holders include HOTCHKIS & WILEY and Steven Cohen.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $282.36 M net inflow during the quarter.
Recent activity highlights Ray Dalio who dramatically increased their stake. Conversely, Cliff Asness reduced exposure by 73.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for The J. M. Smucker Company (SJM)
Major holders include HOTCHKIS & WILEY ($201.26 M), Steven Cohen ($180.35 M), John Rogers ($157.37 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 6.29 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $282.36 M, with 5 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited SJM. The total reported sell value was $82.67 M.
Yes, 2 managers opened new positions in SJM, and 3 increased their existing holdings. The total reported buy value was $365.02 M.
