SJMNYSECanned, Fruits, Veg, Preserves, Jams & JelliesFiscal year ends April 30
J M SMUCKER Co
Financials through Q1 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Aug 26, 2026
$127.07−0.36 (-0.28%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- 3.46%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
87.7%
94M of 107M shares
Institutional holders
886
152 new, 75 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
1 buys · 11 sales
Net sold $17.50M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 7,677,331 | 7.19% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 6,247,310 | 5.90% | 13G (passive) amendment | Mar 31, 2026 |
| State Street Corporation | – | 6.53% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SJM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,389,936 | 6.92% | $831.37M | +663,072 | 0.01% |
| Vanguard Capital Management LLC | 6,794,703 | 6.36% | $764.40M | +48,660 | 0.02% |
| State Street Corp | 6,573,207 | 6.15% | $739.49M | +77,405 | 0.02% |
| Vanguard Portfolio Management LLC | 4,933,209 | 4.62% | $554.99M | +55,545 | 0.03% |
| Dimensional Fund Advisors LP | 4,591,379 | 4.30% | $516.56M | +670,661 | 0.09% |
| Geode Capital Management, LLC | 2,908,832 | 2.72% | $326.67M | +67,728 | 0.02% |
| Hotchkis & Wiley Capital Management LLC | 2,793,916 | 2.62% | $314.32M | +603,840 | 0.92% |
| Citadel Advisors LLC | 2,690,881 | 2.52% | $302.72M | +755,869 | 0.03% |
| Invesco Ltd. | 2,354,915 | 2.20% | $264.93M | +30,901 | 0.02% |
| Goldman Sachs Group Inc | 2,174,660 | 2.04% | $244.65M | +857,414 | 0.02% |
| FMR LLC | 1,922,137 | 1.80% | $216.24M | −271,623 | 0.01% |
| Morgan Stanley | 1,880,292 | 1.76% | $211.53M | −284,112 | 0.01% |
| Aqr Capital Management LLC | 1,849,756 | 1.73% | $208.10M | +1,096,777 | 0.07% |
| Ariel Investments, LLC | 1,798,871 | 1.68% | $202.37M | −61,588 | 2.02% |
| ProShare Advisors LLC | 1,699,015 | 1.59% | $191.14M | +63,539 | 0.28% |
| RWC Asset Management LLP | 1,555,311 | 1.46% | $174.97M | New | 6.63% |
| Norges Bank | 1,510,861 | 1.41% | $169.97M | New | 0.02% |
| Qube Research & Technologies Ltd | 1,281,131 | 1.20% | $144.13M | +507,347 | 0.13% |
| Balyasny Asset Management L.P. | 1,137,274 | 1.06% | $127.94M | −29,014 | 0.16% |
| Charles Schwab Investment Management Inc | 1,109,721 | 1.04% | $124.84M | +20,018 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 886 | 94M | 87.7% | 152 / 351 | 256 / 75 | 16M | 18M |
| Q1 2026 | 819 | 96M | 90.0% | 117 / 300 | 266 / 105 | 28M | 17M |
| Q4 2025 | 821 | 99M | 92.8% | 121 / 225 | 347 / 92 | 16M | 10M |
| Q3 2025 | 808 | 94M | 88.2% | 101 / 264 | 297 / 80 | 18M | 17M |
| Q2 2025 | 797 | 93M | 87.1% | 96 / 290 | 262 / 122 | 11M | 10M |
| Q1 2025 | 833 | 92M | 86.3% | 100 / 267 | 301 / 100 | 13M | 8M |
| Q4 2024 | 845 | 88M | 82.1% | 109 / 267 | 320 / 95 | 10M | 9M |
| Q3 2024 | 845 | 87M | 81.5% | 93 / 276 | 319 / 89 | 15M | 8M |
| Q2 2024 | 852 | 87M | 81.9% | 97 / 284 | 315 / 116 | 12M | 13M |
| Q1 2024 | 882 | 89M | 83.5% | 89 / 254 | 364 / 101 | 10M | 11M |
| Q4 2023 | 900 | 89M | 83.8% | 128 / 292 | 338 / 102 | 16M | 9M |
| Q3 2023 | 884 | 83M | 78.1% | 87 / 283 | 343 / 116 | 7M | 5M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SJM | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 3,219,114 | 3.01% | $362.15M | 0.02% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 2,764,411 | 2.59% | $311.00M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,323,029 | 2.17% | $261.34M | 0.14% | Jun 30, 2026 |
| ProShares S&P 500 Dividend Aristocrats ETF | 1,694,390 | 1.59% | $174.86M | 1.58% | May 31, 2026 |
| Invesco S&P 500 Equal Weight ETF | 1,591,721 | 1.49% | $189.83M | 0.20% | Jul 31, 2026 |
| Vanguard Windsor Ii Fund | 1,516,800 | 1.42% | $180.89M | 0.27% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,471,893 | 1.38% | $165.59M | 0.24% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 1,466,991 | 1.37% | $165.04M | 0.02% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 1,365,373 | 1.28% | $140.91M | 0.02% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 1,105,198 | 1.03% | $124.33M | 0.58% | Jun 30, 2026 |
| State Street(R) Consumer Staples Select Sector SPDR(R) ETF | 944,808 | 0.88% | $106.29M | 0.78% | Jun 30, 2026 |
| Ariel Fund | 926,614 | 0.87% | $104.24M | 3.60% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF | 861,840 | 0.81% | $96.96M | 1.31% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 849,131 | 0.79% | $101.27M | 0.60% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 744,334 | 0.70% | $88.77M | 0.61% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mark T. Smucker | CEO, Chair of Board, Director | 325,483 | 0.30% | Sep 2, 2026 |
| Jill R. Penrose | Chief People Officer | 17,089 | 0.02% | Sep 2, 2026 |
| Jeannette L. Knudsen | Chief Legal Officer | 20,494 | 0.02% | Sep 2, 2026 |
| Robert D. Ferguson | Chief Product Supply Officer | 35,599 | 0.03% | Sep 2, 2026 |
| Tucker H. Marshall | Chief Financial Officer | 40,225 | 0.04% | Aug 31, 2026 |
| Katherine Marie Williams | Chief Marketing Officer | 12,848 | 0.01% | Jun 12, 2026 |
| John P. Brase | President and COO | 86,902 | 0.08% | Jun 17, 2025 |
| Tarang Amin | Director | 4,705 | 0.00% | Jul 2, 2026 |
| Bruce Chung | Director | – | – | Jul 2, 2026 |
| Mercedes Abramo | Director | – | – | Jul 2, 2026 |
| Kirk Perry | Director | – | – | Jul 2, 2026 |
| David V. Singer | Director | – | – | Apr 16, 2026 |
| Jonathan E. Johnson Iii | Director | – | – | Oct 3, 2025 |
| Dawn C. Willoughby | Director | – | – | Oct 3, 2025 |
| Jay L. Henderson | Director | 3,000 | 0.00% | Oct 3, 2025 |
| Jodi Taylor | Director | – | – | Oct 3, 2025 |
| Susan Chapman-Hughes | Director | – | – | Oct 3, 2025 |
| Richard K. Smucker | – | 1,732,625 | 1.62% | Oct 2, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jill R. Penrose Chief People Officer | Sep 1, 2026 | Tax withholding | −1,461 | $131.42 | $192.00K | 14,334 |
| Jeannette L. Knudsen Chief Legal Officer | Sep 1, 2026 | Tax withholding | −1,584 | $131.42 | $208.17K | 15,251 |
| Robert D. Ferguson Chief Product Supply Officer | Sep 1, 2026 | Tax withholding | −1,121 | $131.42 | $147.32K | 35,174 |
| Robert D. Ferguson Chief Product Supply Officer | Aug 31, 2026 | Sale | −2,522 | $132.41 | $333.94K | 36,295 |
| Mark T. Smucker CEO, Chair of Board, Director | Aug 31, 2026 | Option exercise | +84,821 | $108.90 | $9.24M | 186,207 |
| Mark T. Smucker CEO, Chair of Board, Director | Aug 31, 2026 | Sale | −84,821 | $131.39 | $11.14M | 101,386 |
| Tucker H. Marshall Chief Financial Officer | Aug 28, 2026 | Sale | −11,093 | $131.91 | $1.46M | 38,699 |
| Tucker H. Marshall Chief Financial Officer | Aug 28, 2026 | Sale | −7,389 | $132.26 | $977.27K | 49,792 |
| Tucker H. Marshall Chief Financial Officer | Aug 28, 2026 | Option exercise | +7,389 | $108.90 | $804.66K | 46,088 |
| Tucker H. Marshall Chief Financial Officer | Aug 28, 2026 | Option exercise | +11,093 | $125.82 | $1.40M | 57,181 |
| Jill R. Penrose Chief People Officer | Jun 29, 2026 | Sale | −5,000 | $116.70 | $583.50K | 15,795 |
| Jeannette L. Knudsen Chief Legal Officer | Jun 26, 2026 | Sale | −4,353 | $115.08 | $500.94K | 16,835 |
| Tucker H. Marshall Chief Financial Officer | Jun 24, 2026 | Sale | −3,630 | $111.05 | $403.11K | 38,699 |
| Mark T. Smucker CEO, Chair of Board, Director | Jun 17, 2026 | Sale | −13,000 | $115.11 | $1.50M | 82,009 |
| Tucker H. Marshall Chief Financial Officer | Jun 15, 2026 | Tax withholding | −683 | $115.94 | $79.19K | 42,329 |
| Tucker H. Marshall Chief Financial Officer | Jun 15, 2026 | Tax withholding | −587 | $115.94 | $68.06K | 43,012 |
| Tucker H. Marshall Chief Financial Officer | Jun 15, 2026 | Tax withholding | −203 | $115.94 | $23.54K | 43,599 |
| Jeannette L. Knudsen Chief Legal Officer | Jun 15, 2026 | Tax withholding | −1,483 | $115.94 | $171.94K | 21,188 |
| Jeannette L. Knudsen Chief Legal Officer | Jun 15, 2026 | Tax withholding | −165 | $115.94 | $19.13K | 22,671 |
| Mark T. Smucker CEO, Chair of Board, Director | Jun 15, 2026 | Tax withholding | −1,229 | $115.94 | $142.49K | 106,457 |
| Mark T. Smucker CEO, Chair of Board, Director | Jun 15, 2026 | Tax withholding | −11,448 | $115.94 | $1.33M | 95,009 |
| Robert D. Ferguson Chief Product Supply Officer | Jun 15, 2026 | Tax withholding | −267 | $115.94 | $30.96K | 39,809 |
| Robert D. Ferguson Chief Product Supply Officer | Jun 15, 2026 | Tax withholding | −516 | $115.94 | $59.83K | 38,817 |
| Robert D. Ferguson Chief Product Supply Officer | Jun 15, 2026 | Tax withholding | −476 | $115.94 | $55.19K | 39,333 |
| Jill R. Penrose Chief People Officer | Jun 15, 2026 | Tax withholding | −395 | $115.94 | $45.80K | 21,232 |
| Jill R. Penrose Chief People Officer | Jun 15, 2026 | Tax withholding | −147 | $115.94 | $17.04K | 21,627 |
| Jill R. Penrose Chief People Officer | Jun 15, 2026 | Tax withholding | −437 | $115.94 | $50.67K | 20,795 |
| Mark T. Smucker CEO, Chair of Board, Director | Jun 11, 2026 | Award | +34,497 | – | – | 107,686 |
| Jill R. Penrose Chief People Officer | Jun 11, 2026 | Award | +5,978 | – | – | 21,774 |
| Tucker H. Marshall Chief Financial Officer | Jun 11, 2026 | Award | +9,207 | – | – | 43,802 |
| Katherine Marie Williams Chief Marketing Officer | Jun 11, 2026 | Award | +3,136 | – | – | 12,848 |
| Robert D. Ferguson Chief Product Supply Officer | Jun 11, 2026 | Award | +8,650 | – | – | 40,076 |
| Jeannette L. Knudsen Chief Legal Officer | Jun 11, 2026 | Sale | −5,550 | $116.29 | $645.41K | 16,039 |
| Jeannette L. Knudsen Chief Legal Officer | Jun 11, 2026 | Award | +6,797 | – | – | 22,836 |
| Tucker H. Marshall Chief Financial Officer | Mar 20, 2026 | Award | +731 | – | – | 34,595 |
| Katherine Marie Williams Chief Marketing Officer | Mar 20, 2026 | Award | +5,000 | – | – | 5,000 |
| Katherine Marie Williams Chief Marketing Officer | Mar 20, 2026 | Award | +2,000 | – | – | 7,000 |
| Katherine Marie Williams Chief Marketing Officer | Mar 20, 2026 | Award | +2,712 | – | – | 9,712 |
| Jill R. Penrose Chief People Officer | Mar 20, 2026 | Award | +613 | – | – | 15,796 |
| Robert D. Ferguson Chief Product Supply Officer | Mar 20, 2026 | Award | +2,992 | – | – | 31,426 |
| Mark T. Smucker CEO, Chair of Board, Director | Mar 10, 2026 | Sale | −231.33 | $108.97 | $25.21K | 12,771 |
| Mark T. Smucker CEO, Chair of Board, Director | Mar 10, 2026 | Sale | −231.33 | $108.86 | $25.18K | 12,771 |
| Tarang Amin Director | Mar 2, 2026 | Buy | +880 | $113.41 | $99.80K | 4,705 |
| Mark T. Smucker CEO, Chair of Board, Director | Dec 29, 2025 | Gift | −1,513 | – | – | 73,189 |
| Richard K. Smucker – | Sep 30, 2025 | Gift | −50,000 | – | – | 559,259 |
| Tucker H. Marshall Chief Financial Officer | Sep 30, 2025 | Sale | −11,138.84 | $108.11 | $1.20M | 33,864 |
| Mark T. Smucker CEO, Chair of Board, Director | Sep 30, 2025 | Gift | −2,090 | – | – | 74,702 |
| Mark T. Smucker CEO, Chair of Board, Director | Sep 24, 2025 | Sale | −6,500 | $110.00 | $715.00K | 76,792 |
| Mark T. Smucker CEO, Chair of Board, Director | Jun 16, 2025 | Tax withholding | −1,357 | $95.36 | $129.40K | 154,753 |
| Mark T. Smucker CEO, Chair of Board, Director | Jun 16, 2025 | Tax withholding | −10,211 | $95.36 | $973.72K | 143,292 |
| Mark T. Smucker CEO, Chair of Board, Director | Jun 16, 2025 | Tax withholding | −10,072 | $95.36 | $960.47K | 156,110 |
| Mark T. Smucker CEO, Chair of Board, Director | Jun 16, 2025 | Tax withholding | −1,250 | $95.36 | $119.20K | 153,503 |
| Mark T. Smucker CEO, Chair of Board, Director | Jun 16, 2025 | Award | +22,348 | – | – | 166,182 |
| Jill R. Penrose Chief People Officer | Jun 16, 2025 | Tax withholding | −1,125 | $95.36 | $107.28K | 15,885 |
| Jill R. Penrose Chief People Officer | Jun 16, 2025 | Tax withholding | −148 | $95.36 | $14.11K | 15,585 |
| Jill R. Penrose Chief People Officer | Jun 16, 2025 | Tax withholding | −152 | $95.36 | $14.49K | 15,733 |
| Jill R. Penrose Chief People Officer | Jun 16, 2025 | Tax withholding | −402 | $95.36 | $38.33K | 15,183 |
| Jill R. Penrose Chief People Officer | Jun 16, 2025 | Award | +3,745 | – | – | 17,010 |
| Jeannette L. Knudsen Chief Legal Officer | Jun 16, 2025 | Tax withholding | −1,412 | $95.36 | $134.65K | 21,589 |
| Jeannette L. Knudsen Chief Legal Officer | Jun 16, 2025 | Tax withholding | −1,349 | $95.36 | $128.64K | 23,470 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Mark T. Smucker Officer, Director | Aug 31, 2026 | 84,821 | $11.14M | Aug 31, 2026 | Stock Option Exercise |
| Robert D. Ferguson Officer | Aug 31, 2026 | 2,522 | $335.45K | Aug 31, 2026 | Restricted Stock Vesting |
| Tucker H. Marshall Officer | Aug 28, 2026 | 18,482 | $2.44M | Aug 28, 2026 | Stock Option Exercise |
| Jill R. Penrose Officer | Jun 29, 2026 | 5,000 | $583.48K | Jun 29, 2026 | Restricted Stock Vesting |
| Jeannette L. Knudsen Officer | Jun 26, 2026 | 4,353 | $500.94K | Jun 26, 2026 | Restricted Stock Vesting |
| Tucker H. Marshall Officer | Jun 24, 2026 | 3,630 | $403.13K | Jun 24, 2026 | Restricted Stock Vesting |
| Mark T. Smucker Officer, Director | Jun 17, 2026 | 13,000 | $1.50M | Jun 17, 2026 | Restricted Stock Vesting |
| Jeannette L. Knudsen Officer | Jun 11, 2026 | 5,550 | $645.41K | Jun 11, 2026 | Restricted Stock Vesting |
| Mark T. Smucker Officer, Director | Mar 10, 2026 | 463 | $50.39K | Mar 10, 2026 | Dividend Reinvestment |
| Tucker H. Marshall Officer | Sep 30, 2025 | 11,139 | $1.20M | Sep 30, 2025 | ESPP Purchase |
| Mark T. Smucker Officer, Director | Sep 24, 2025 | 6,500 | $715.00K | Sep 24, 2025 | Restricted Stock Vesting |
| Jill R. Penrose Officer | Mar 28, 2025 | 5,117 | $594.92K | Mar 28, 2025 | Restricted Stock Vesting |
| Jeannette L. Knudsen Officer | Mar 21, 2025 | 2,700 | $298.48K | Mar 21, 2025 | Restricted Stock Vesting |
| Tucker H. Marshall Officer | Mar 13, 2025 | 5,028 | $569.97K | Mar 13, 2025 | Restricted Stock Vesting |
| Tucker H. Marshall Officer | Dec 17, 2024 | 994 | $112.32K | Dec 17, 2024 | Restricted Stock Vesting |