SJM
THE J. M. SMUCKER COMPANYMarquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q4 2014 | 47Q | $71 | $104 | +46% |
| Maverick Capital re-entered | Q1 2019 | 30Q | $80 | $104 | +30% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $111 | $104 | -6% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $111 | $104 | -6% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $111 | $104 | -6% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $111 | $104 | -6% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $111 | $104 | -6% |
| Point72 Asset Management re-entered | Q3 2024(8Q snapshot) | 7Q | $111 | $104 | -6% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies | Q3 2024 | Q4 2025 | → $107 | -2% |
| Third Point | Q2 2015 | Q3 2016 | → $112 | +33% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at J M SMUCKER Co. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Apr 3, 2026 — the most recent Form 4 on file — not from today.
- Form 40000091419-26-000038Apr 3, 2026
- Form 40000091419-26-000037Apr 3, 2026
- Form 40000091419-26-000036Apr 3, 2026
- Form 40000091419-26-000035Apr 3, 2026
- Form 40000091419-26-000029Mar 23, 2026
- Form 40000091419-26-000027Mar 23, 2026
- Form 40000091419-26-000026Mar 23, 2026
- Form 40000091419-26-000025Mar 23, 2026
- Form 40000091419-26-000024Mar 11, 2026
- Form 40000091419-26-000021Mar 3, 2026
- Form 40000091419-26-000005Jan 5, 2026
- Form 40000091419-26-000004Jan 5, 2026
- Form 40000091419-26-000003Jan 5, 2026
- Form 40000091419-25-000108Dec 31, 2025
- Form 40000091419-25-000100Oct 3, 2025
Fundamentals
XBRL · THE J. M. SMUCKER COMPANYAnnual figures sourced directly from THE J. M. SMUCKER COMPANY's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for J M SMUCKER Co — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-KAnnual reportJun 9, 2026
- 8-KMaterial eventJun 9, 2026
- 8-KMaterial eventMar 3, 2026
- 8-KMaterial eventFeb 26, 2026
- 10-QQuarterly reportFeb 26, 2026
- 8-KMaterial eventFeb 26, 2026
- 8-KMaterial eventFeb 10, 2026
- 10-QQuarterly reportNov 25, 2025
- 8-KMaterial eventNov 25, 2025
- 10-QQuarterly reportAug 27, 2025
- 8-KMaterial eventAug 27, 2025
- 8-KMaterial eventAug 18, 2025
- DEF 14AProxy statementJun 27, 2025
- 10-KAnnual reportJun 18, 2025
- 8-KMaterial eventJun 10, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Point72 Asset Management | Q1 2026 | open | $105 | $104 | -1% |
| D.E. Shaw | Q4 2025 | open | $107 | $104 | -3% |
| Maverick Capital | Q4 2025 | open | $107 | $100 | -6% |
| D.E. Shaw | Q2 2025 | Q3 2025 | $107 | $107 | -0% |
| Maverick Capital | Q2 2025 | Q3 2025 | $107 | $107 | -0% |
| Citadel Advisors | Q3 2024 | open | $111 | $104 | -6% |
| Two Sigma Investments | Q3 2024 | open | $111 | $104 | -6% |
| D.E. Shaw | Q3 2024 | Q4 2024 | $111 | $103 | -7% |
| AQR Capital Management | Q3 2024 | open | $111 | $104 | -6% |
| Millennium Management | Q3 2024 | open | $111 | $104 | -6% |
| Point72 Asset Management | Q3 2024 | Q1 2025 | $111 | $97 | -12% |
| Renaissance Technologies | Q3 2024 | Q4 2025 | $109 | $107 | -2% |
| Maverick Capital | Q3 2023 | Q1 2024 | $131 | $114 | -13% |
| Maverick Capital | Q4 2021 | Q1 2022 | $110 | $118 | +7% |
| Bridgewater Associates | Q2 2020 | open | $93 | $100 | +7% |
| Bridgewater Associates | Q3 2019 | Q4 2019 | $90 | $84 | -6% |
| Maverick Capital | Q1 2019 | Q1 2020 | $80 | $89 | +12% |
| Bridgewater Associates | Q4 2018 | Q2 2019 | $88 | $100 | +13% |
| Bridgewater Associates | Q2 2018 | Q3 2018 | $85 | $85 | +0% |
| Bridgewater Associates | Q4 2017 | Q1 2018 | $81 | $91 | +13% |
| Bridgewater Associates | Q2 2017 | Q3 2017 | $93 | $92 | -2% |
| Bridgewater Associates | Q4 2016 | Q1 2017 | $97 | $103 | +6% |
| Bridgewater Associates | Q3 2015 | Q1 2016 | $78 | $92 | +18% |
| Third Point | Q2 2015 | Q3 2016 | $85 | $112 | +33% |
| Bridgewater Associates | Q4 2014 | Q1 2015 | $71 | $79 | +11% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.