SJM — Smucker J M Co Institutional Holders · Q3 2026

Name: Who Owns SJM? 38 Institutions Hold $76.2M (Q3 2026)
Creator: ko.io

Who owns Smucker J M Co (SJM)? 38 institutions reported holding $76.21M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Douglas Lane & Associates, LLC ($31.7M), Gradient Investments LLC ($17.2M), Sound Income Strategies, LLC ($14.7M).

Rank	Institution	Value	Shares	Change
1	Douglas Lane & Associates, LLC	$31.7M	266,389	Trimmed
2	Gradient Investments LLC	$17.2M	144,410	Added
3	Sound Income Strategies, LLC	$14.7M	123,073	Added
4	TOTH FINANCIAL ADVISORY CORP	$2.2M	18,521	Added
5	Dorato Capital Management	$2.0M	17,519	Added
6	Everhart Financial Group, Inc.	$1.5M	12,878	Added
7	Farther Finance Advisors, LLC	$1.1M	9,562	Trimmed
8	MFA WEALTH ADVISORS, LLC	$640,568	5,387	Trimmed
9	Venture Visionary Partners LLC	$490,606	4,125	Trimmed
10	Plan A Wealth LLC	$478,851	4,027	Added
11	GAMMA Investing LLC	$477,186	4,013	Added
12	Exeter Financial, LLC	$439,883	3,699	Trimmed
13	CoreCap Advisors, LLC	$348,412	2,930	Trimmed
14	CX Institutional	$332,000	2,790	Added
15	Bill Few Associates, Inc.	$330,397	2,779	Added
16	City Center Advisors, LLC	$315,587	2,654	Trimmed
17	MOODY NATIONAL BANK TRUST DIVISION	$296,205	2,491	Hold
18	Versant Capital Management, Inc	$257,916	2,169	Added
19	PARK NATIONAL CORP /OH/	$253,754	2,134	Trimmed
20	FIRST FINANCIAL BANK - TRUST DIVISION	$233,420	1,963	Added
21	Kennon-Green & Company, LLC	$231,875	1,950	Trimmed
22	Valeo Financial Advisors, LLC	$216,718	1,823	Trimmed
23	Bullock Wealth Management Group	$91,626	790	Added
24	TOMPKINS FINANCIAL CORP	$56,482	475	Hold
25	ELEVATION WEALTH PARTNERS, LLC	$45,543	383	Added

Source: SEC Form 13F filings · as of 2026-09-30