Jm Smucker Co/the (SJM) 13F Holdings Overview (Q2 2026)

SJM ranks #567 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SJM is a top-conviction position for RWC Asset Management LLP — at 6.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in SJM belongs to BlackRock, Inc., but the position matters far more to RWC Asset Management LLP, who has 6.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Assenagon Asset Management S.A. has added to its SJM position for two straight quarters, increasing it by $45.3M to reach $58.9M today.

Bailard, Inc. has trimmed its SJM position for two straight quarters, cutting it by $69.1K while still holding $400.5K.

SJM is up 3.4% today, and institutions have been net buyers of $1.4B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

SJM reported a net loss of $138.7M in its latest fiscal year.

• Not yet profitable — net loss of $138.7M in the latest fiscal year
• Revenue grew 3.7% year over year
• Net income improved year over year, from -$1.2B to -$138.7M
• Generated $1.5B in positive operating cash flow
• Current ratio of 0.78x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.93x equity — within a conventional range