Follow-The-Filings

Security

SJM

Smucker J M Co. · COM NEW

Equity holders as of 2026 Q1 (each manager’s latest book)

17 owners max 2.0% (John Rogers - Ariel Inves...)

grid → activity →
owners 17
max % 2.0%
tracked value $2.3B
qoq A 6 R 8

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
John Rogers - Ariel Investments, LLC 2026 Q1 2.0% Add +0.31 pp 1,860,459 $179M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.2% Add +0.04 pp 1,980,570 $191M hist
Two Sigma Investments, LP 2025 Q4 stale 0.2% Exit -0.16 pp 1,177,802 $115M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.2% Reduce -0.05 pp 1,166,288 $112M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add +0.03 pp 151,459 $15M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.04 pp 102,135 $10M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 21,037 $2M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 1,935,012 $187M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add +0.02 pp 752,979 $71M hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 0.0% Add 0.00 pp 29,851 $3M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 12,458,770 $1.2B hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 417,302 $40M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.01 pp 950,416 $93M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.04 pp 291,695 $28M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% — 250 $28M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.11 pp 23,329 $2M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 13,994 $1M hist

17 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $8.53B $8.18B $8.73B $9.05B
Gross profit $2.8B $3.12B $3.38B $3.03B
Gross margin * 32.8% 38.1% 38.8% 33.5%
Net income -$91.3M $744M -$1.23B -$138.7M
Net margin * -1.1% 9.1% -14.1% -1.5%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $2.86B $1.97B $2.15B $1.97B
Total non-current assets * $12.13B $18.31B $15.42B $14.25B
Total assets $14.99B $20.27B $17.56B $16.22B
Total current liabilities $1.99B $3.76B $2.65B $2.54B
Total non-current liabilities $5.71B $8.82B $8.83B $8.14B
Total equity $7.29B $7.69B $6.08B $5.54B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $1.19B $1.23B $1.21B $1.47B
Cash from investing $256.2M -$3.96B -$100.3M -$258.8M
Cash from financing -$964.6M $2.14B -$1.1B -$1.23B
Net change in cash $485.9M -$593.8M $7.9M -$11.3M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders