Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
794 institutional managers reported holding SJM for the quarter ended Mar 31, 2026. Together they hold about 89% of shares outstanding; the top 10 hold 46%. 103 opened new positions; 116 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 12.59M | 11.80% | $1.22B | added +1% | ≤2013 |
| BlackRock | 6.73M | 6.30% | $649.0M | trimmed -20.7% | ≤2013 |
| State Street | 6.50M | 6.09% | $626.7M | trimmed -9.5% | ≤2013 |
| UBS | 6.31M | 5.92% | $609.2M | added +37.6% | ≤2013 |
| Dimensional Fund Advisors | 3.92M | 3.67% | $378.3M | added +15.6% | ≤2013 |
| Barclays PLC | 3.04M | 2.85% | $293.1M | trimmed -26% | ≤2013 |
| Geode Capital | 2.84M | 2.66% | $274.1M | unchanged | ≤2013 |
| Invesco | 2.32M | 2.18% | $224.2M | trimmed -16.5% | ≤2013 |
| FMR (Fidelity) | 2.19M | 2.06% | $211.7M | added +42.7% | ≤2013 |
| Hotchkis & Wiley Capital Management LLC | 2.19M | 2.05% | $211.3M | added +6.4% | 2025 Q3 |
| Morgan Stanley | 2.16M | 2.03% | $208.8M | trimmed -13% | ≤2013 |
| Point72 | 1.98M | 1.86% | $191.1M | added +7.4% | 2025 Q3 |
| Citadel Advisors | 1.94M | 1.81% | $186.7M | trimmed -26.6% | 2015 Q1 |
| Ariel Investments, LLC | 1.86M | 1.74% | $179.5M | added +15.6% | ≤2013 |
| Two Sigma | 1.65M | 1.54% | $158.9M | added +39.8% | 2021 Q4 |
| ProShare Advisors LLC | 1.64M | 1.53% | $157.8M | added +6.6% | ≤2013 |
| Goldman Sachs | 1.32M | 1.24% | $127.1M | added +130.7% | ≤2013 |
| Capitolis Liquid Global Markets LLC | 1.23M | 1.15% | $118.7M | trimmed -6.2% | 2025 Q3 |
| Balyasny Asset Management | 1.17M | 1.09% | $112.5M | trimmed -26.3% | 2025 Q1 |
| Charles Schwab Investment Management | 1.09M | 1.02% | $105.1M | added +2.8% | ≤2013 |
| Deutsche Bank AG\ | 1.04M | 0.98% | $100.8M | trimmed -8.8% | 2013 Q3 |
| Northern Trust | 897.2k | 0.84% | $86.6M | trimmed -19.9% | ≤2013 |
| BNY Mellon | 856.0k | 0.80% | $82.6M | trimmed -9.4% | ≤2013 |
| LSV Asset Management | 783.3k | 0.73% | $75.6M | added +10.5% | 2017 Q3 |
| Qube Research & Technologies LTD | 773.8k | 0.72% | $74.7M | opened | 2026 Q1 |
| Bank OF America CORP /DE/ | 767.3k | 0.72% | $74.0M | added +5.9% | ≤2013 |
| AQR Capital | 753.0k | 0.71% | $72.6M | added +179.4% | ≤2013 |
| Bessemer Group INC | 726.1k | 0.68% | $70.1M | added +22662.1% | ≤2013 |
| First Trust Advisors LP | 657.2k | 0.62% | $63.4M | added +16.6% | ≤2013 |
| Staley Capital Advisers INC | 637.7k | 0.60% | $61.5M | added +17.2% | 2024 Q2 |
| Wells Fargo & COMPANY/MN | 550.8k | 0.52% | $53.1M | added +21.8% | ≤2013 |
| NewEdge Advisors, LLC | 537.1k | 0.50% | $51.8M | added +0.7% | 2021 Q4 |
| Verition Fund Management | 535.5k | 0.50% | $51.7M | added +285.7% | 2022 Q2 |
| Jane Street | 508.9k | 0.48% | $49.1M | opened | 2014 Q4 |
| Vest Financial, LLC | 506.7k | 0.47% | $48.9M | added +7.6% | 2023 Q1 |
| Amundi | 505.4k | 0.47% | $48.8M | trimmed -45.7% | 2014 Q3 |
| Advisors Capital Management, LLC | 434.4k | 0.41% | $41.9M | added +69% | 2023 Q1 |
| D. E. Shaw | 417.3k | 0.39% | $40.3M | trimmed -3.7% | 2025 Q1 |
| Bank OF Nova Scotia | 404.3k | 0.38% | $39.0M | added +2317.8% | 2015 Q1 |
| Nomura Asset Management CO LTD | 376.7k | 0.35% | $36.3M | trimmed -2% | ≤2013 |
| Caisse de depot et placement du Quebec | 372.9k | 0.35% | $36.0M | opened | 2026 Q1 |
| Prudential Financial INC | 360.5k | 0.34% | $34.8M | added +261.2% | ≤2013 |
| Raymond James Financial INC | 352.6k | 0.33% | $34.0M | added +21.3% | ≤2013 |
| MAI Capital Management | 310.0k | 0.29% | $29.9M | added +160.2% | 2020 Q1 |
| Freestone Grove Partners LP | 291.9k | 0.27% | $28.2M | added +29.1% | 2025 Q1 |
| Millennium Management | 291.7k | 0.27% | $28.1M | trimmed -78.7% | ≤2013 |
| Douglas Lane & Associates, LLC | 274.2k | 0.26% | $26.5M | trimmed -1.7% | 2016 Q1 |
| Nuveen | 265.7k | 0.25% | $25.6M | added +23% | 2019 Q1 |
| CalPERS | 238.1k | 0.22% | $23.0M | trimmed -12.5% | ≤2013 |
| Rhumbline Advisers | 221.2k | 0.21% | $21.3M | trimmed -6.2% | ≤2013 |
Largest 50 of 794 shown; the full ranked, searchable register is at boothcheck.com/holders/SJM. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.