Follow-The-Filings

Security · featured owners

SJM Smucker J M Co.

Consumer Staples COM NEW Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 2.0%
  • $206M
  • 2 reduce

SJM (Smucker J M Co.) is held in 3 featured 13F books as of 2026 Q2. John Rogers - Ariel Investments is the largest tracked holder by portfolio weight (2.0%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 2.0% (John Rogers - Ariel Investments) · not free-float ownership

  1. John Rogers reduce 2.0%
  2. Lee Ainslie reduce 0.03%
  3. Kentucky Trust Co. 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
John Rogers - Ariel Investments 2026 Q2 2.0% Reduce −3.3% 1,798,871 $202M history
Lee Ainslie - Maverick Capital 2026 Q2 0.03% Reduce −7.1% 27,733 $3M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.01% Hold 250 $28K history

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q
8-K 2.02,9.01
8-K 5.07
DEFA14A
8-K 2.02,9.01
10-K

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Aug 31, 2026 · 2 forms
4 Period Sep 1, 2026 · 2 forms
4 Period Aug 28, 2026
4 Period Jul 1, 2026 · 4 forms
4 Period Jun 29, 2026
4 Period Jun 26, 2026
4 Period Jun 24, 2026
4 Period Jun 17, 2026
4 Period Jun 15, 2026 · 5 forms
4 Period Jun 11, 2026 · 6 forms
4 Period Apr 1, 2026

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 -$0.091B $0.744B -$1.23B -$0.139B
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 $0.256B -$3.96B -$0.1B -$0.259B
Cash from financing -$0.965B $2.14B -$1.1B -$1.23B
Net change in cash $485.9M -$593.8M $7.9M -$11.3M

ownership over time

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