The J. M. Smucker Company
MX ˙ BMV ˙ US8326964058
SecurityMX:SJM / The J. M. Smucker Company
InstitutionLsv Asset Management
Latest Disclosed Ownership783,300 shares
Latest Disclosed Value $ 75,541
Lsv Asset Management reports 10.50% increase in ownership of SJM / The J. M. Smucker Company

On May 11, 2026 - Lsv Asset Management filed a 13F-HR form disclosing ownership of 783,300 shares of The J. M. Smucker Company (MX:SJM) valued at $75,541 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 708,900 shares of The J. M. Smucker Company. This represents a change in shares of 10.50% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F J M Smucker COM 832696405 783,300 74,400 10.50 76 8.70 0.1628
2026-02-06 2025-12-31 13F J M Smucker COM 832696405 708,900 -100,500 -12.42 69 -20.69 0.1512
2025-11-06 2025-09-30 13F J M Smucker COM 832696405 809,400 -582,370 -41.84 88 -36.03 0.1941
2025-08-11 2025-06-30 13F J M Smucker COM 832696405 1,391,770 12,450 0.90 137 -16.56 0.3199
2025-05-09 2025-03-31 13F J M Smucker COM 832696405 1,379,320 449,920 48.41 163 59.80 0.3920
2025-02-13 2024-12-31 13F J M Smucker COM 832696405 929,400 904,278 3,599.55 102 3,300.00 0.2362
2024-11-12 2024-09-30 13F J M Smucker COM 832696405 25,122 -10,800 -30.07 3 0.00 0.0065
2024-08-06 2024-06-30 13F J M Smucker COM 832696405 35,922 -2,485 -6.47 4 -25.00 0.0086
2024-05-06 2024-03-31 13F J M Smucker COM 832696405 38,407 -116,000 -75.13 5 -78.95 0.0100
2024-02-06 2023-12-31 13F J M Smucker COM 832696405 154,407 -100 -0.06 20 5.56 0.0426
2023-11-03 2023-09-30 13F J M Smucker COM 832696405 154,507 -2,100 -1.34 19 -21.74 0.0442
2023-08-02 2023-06-30 13F J M Smucker COM 832696405 156,607 -997,854 -86.43 23 -87.29 0.0510
2023-05-02 2023-03-31 13F J M Smucker COM 832696405 1,154,461 -510,659 -30.67 182 -31.18 0.4075
2023-02-08 2022-12-31 13F J M Smucker COM 832696405 1,665,120 -422,279 -20.23 264 -99.91 0.5819
2022-11-07 2022-09-30 13F/A-1 J M Smucker COM 832696405 2,087,399 -55,920 -2.61 286,829 4.54 0.6739
2022-11-04 2022-09-30 13F J M Smucker COM 832696405 2,143,319 0 274,366 0.5933
2022-08-10 2022-06-30 13F J M Smucker COM 832696405 2,143,319 -617,509 -22.37 274,366 -26.61 0.5933
2022-05-12 2022-03-31 13F J M Smucker COM 832696405 2,760,828 -582,127 -17.41 373,844 -17.66 0.6862
2022-01-28 2021-12-31 13F J M Smucker COM 832696405 3,342,955 -127,750 -3.68 454,040 8.99 0.8041
2021-11-04 2021-09-30 13F J M Smucker COM 832696405 3,470,705 -26,005 -0.74 416,588 -8.05 0.7531
2021-08-04 2021-06-30 13F J M Smucker COM 832696405 3,496,710 -1,410 -0.04 453,068 2.36 0.7703
2021-04-30 2021-03-31 13F J M Smucker COM 832696405 3,498,120 -313,877 -8.23 442,617 0.44 0.7561
2021-02-08 2020-12-31 13F J M Smucker COM 832696405 3,811,997 -254,390 -6.26 440,666 -6.19 0.8009
2020-10-23 2020-09-30 13F J M Smucker COM 832696405 4,066,387 142,894 3.64 469,749 13.15 0.9609
2020-08-05 2020-06-30 13F J M Smucker COM 832696405 3,923,493 -41,385 -1.04 415,144 -5.67 0.8607
2020-05-07 2020-03-31 13F J. M. Smucker COM 832696405 3,964,878 -191,493 -4.61 440,101 1.69 1.0634
2020-02-10 2019-12-31 13F J. M. Smucker COM 832696405 4,156,371 75,896 1.86 432,802 -3.59 0.6745
2019-11-07 2019-09-30 13F J. M. Smucker COM 832696405 4,080,475 -143,337 -3.39 448,933 -7.73 0.7422
2019-08-08 2019-06-30 13F/A-1 J. M. Smucker COM 832696405 4,223,812 400,006 10.46 486,540 9.22 0.7838
2019-08-07 2019-06-30 13F J. M. Smucker COM 832696405 3,823,806 0 445,473
2019-05-07 2019-03-31 13F J. M. Smucker COM 832696405 3,823,806 1,303,090 51.70 445,473 89.03 0.7136
2019-02-05 2018-12-31 13F J. M. Smucker COM 832696405 2,520,716 -112,720 -4.28 235,661 -12.79 0.4186
2018-11-06 2018-09-30 13F J. M. Smucker COM 832696405 2,633,436 -22,682 -0.85 270,216 -5.35 0.4042
2018-08-08 2018-06-30 13F J. M. Smucker COM 832696405 2,656,118 61,475 2.37 285,479 -11.28 0.4465
2018-05-04 2018-03-31 13F J. M. Smucker COM 832696405 2,594,643 513,550 24.68 321,761 24.45 0.5111
2018-01-31 2017-12-31 13F J. M. Smucker COM 832696405 2,081,093 643,817 44.79 258,554 71.44 0.4081
2017-11-13 2017-09-30 13F J. M. Smucker COM 832696405 1,437,276 1,437,276 150,813 0.2488
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.