Who holds SJMticker 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 ↗

549

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$7.8B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

284

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

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

Quarter ended 2026-03-31Newest 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 2026-06-16 → 2026-09-14 · 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	Purchase	$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 · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

17 members of Congress disclosed SJM — the congressional view ↗