The J. M. Smucker Company

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 807 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• SINGLE CLASS OF COMMON STOCK, NOT A DUAL-CLASS STRUCTURE. Smucker has one class of common stock and company.shares_outstanding (106,880,690) is that single count; share_classes is omitted entirely rather than adding a second synthetic 'class' for any voting variation.
• TIME-PHASE VOTING WAS ELIMINATED IN 2022 AND NO LONGER EXISTS. The research task's premise (shares held 4+ years carry 10 votes) describes a provision that is no longer in Smucker's Articles. The 2026 DEF 14A states in plain language, under 'What vote is required to approve each proposal?': 'Under the Articles, shareholders are entitled to one vote per common share on each matter properly submitted for their vote... The Company eliminated the time phased voting provisions in 2022, and the Company does not permit cumulative voting.' This was confirmed directly from the filing (scripts/filing.py search on the current DEF 14A), not assumed. Every share, including the Smucker family's, therefore carries exactly one vote today; no voting-power multiplier is applied anywhere in this file.
• THE FAMILY BLOCK. The Smucker family's board presence is now small: 'Since 2015, we have reduced the number of non-independent directors from five members to one member,' per the 2026 proxy. Richard Smucker (2,045,383 sh, 1.9%) is the only family member large enough to break out individually; he rolls up into the 17-person officers/directors aggregate group (2,999,961 sh, 2.8%). Checked specifically for a stake attributed to two containers (the Marriott/W.R. Berkley/Fox/Texas Pacific Land defect): Timothy Smucker, named as a beneficiary of trusts for which Richard is trustee, is NOT himself a listed director/NEO in this proxy, so no double-container reduction was needed here; the arithmetic and reasoning are in Richard Smucker's method_note. No SC 13D/13G was found on EDGAR filed by any Smucker family entity (all 13D/13G filers against SJM's CIK are institutional: BlackRock, Vanguard, State Street, etc.), consistent with the family staying under the 5% reporting threshold.
• NEWEST DOCUMENT BY DATE (fiscal year ends 30 April). The FY2026 10-K (period ended 30 Apr 2026) was filed 9 Jun 2026, superseding the most recent 10-Q (period ended 31 Jan 2026, filed 26 Feb 2026), which is now more than two fiscal quarters stale. The DEF 14A (filed 26 Jun 2026) is newer still and was used for the beneficial-ownership table. No 10-Q for the quarter ended 31 Jul 2026 had been filed as of this research (19 Aug 2026); Smucker's prior-year pattern filed that 10-Q around 27-28 Aug, so it was not yet available. Company shares_outstanding uses the DEF 14A's 15 Jun 2026 count (106,880,690); the 10-K cover page's dei:EntityCommonStockSharesOutstanding as of 2 Jun 2026 is close but distinct at 106,662,133, both sourced directly from SEC filings/XBRL and not reconciled further as the difference (0.2%) is immaterial to any figure in this file.
• HOLDINGS SIDE. Searched the FY2026 10-K (sjm-20260430.htm) for 'equity method', 'unconsolidated', 'joint venture', 'non-marketable', 'minority interest', 'equity securities', 'equity investment', and Exhibit 21 (sjm43026-10kex21.htm). Found exactly two named equity-method investees, both private, both unsized individually (see holdings, Note 1 'Investment in Equity Securities'): Mountain Country Foods, LLC (20% interest) and Numi, Inc. (approximately 42% interest). Their carrying value sits inside a combined 'other noncurrent assets' balance of $176.7m at 30 Apr 2026 that also covers unrelated items (nonqualified deferred-comp plan securities, $18.5m), so per the combined-balance rule neither investee's value_usd is derived from that bucket; both are null.
• LICENSING, NOT EQUITY. Confirmed from the 10-K: Dunkin' is a trademark of DD IP Holder LLC used under three commercial licenses (the 'Dunkin' Licenses', in effect to 1 Jan 2039, royalty-bearing); Keurig(R) and K-Cup(R) are trademarks of an affiliate of Keurig Dr. Pepper used under permission/license for Smucker's own coffee brands. Neither gives Smucker (nor gives Keurig Dr Pepper or DD IP Holder any stake in Smucker); both are commercial contracts, not equity positions, and carry no holdings row.
• WHOLLY OWNED / DIVESTED, NOT HOLDINGS. Hostess Brands was acquired outright (closed 7 Nov 2023; Hostess Brands, LLC and Hostess Parent, LLC appear as wholly owned subsidiaries in Exhibit 21) and is fully consolidated, not a holding. Sahale Snacks was sold to Second Nature (1 Nov 2023) and the Canada condiments/other Sweet Baked Snacks value brands were divested to JTM (3 Mar 2025) and Post Holdings (pet food brands, Nov 2023); all are completed disposals recorded as notes with no rows, per the brief.
• EXHIBIT 21 CHECKED. sjm43026-10kex21.htm is a plain subsidiary name/jurisdiction list (17 wholly owned entities, e.g. Big Heart Pet Brands Inc., Hostess Brands LLC, The Folgers Coffee Company) with NO ownership-percentage column and no joint-venture entries, the Darden-shaped negative result described in the chunk-prompt guidance, not evidence of a wrong search.
• CAPITAL GROUP CHECKED, HOLDS NOTHING. Swept all three Capital Group registrants' own Q2 2026 13F-HR information tables directly (Capital World Investors CIK 1422849, Capital International Investors CIK 1562230, Capital Research Global Investors CIK 1422848, all filed 12-13 Aug 2026): none holds any SJM position (CUSIP 832696405 does not appear in any of the three tables). This is a genuine zero, recorded here as a note rather than a null-value row per the brief's rule that 'a holder that holds nothing is a note, not a row'.
• T. ROWE PRICE FILES IN THOUSANDS on both CIKs, confirmed by an implied-price-per-share cross-check against five other Q2 2026 13F filers that all independently imply $112.50/share for 30 Jun 2026; see the T. Rowe register row's method_note for the exact arithmetic.
• SELF-GATE (computed on the FINAL file exactly as the chart computes it): 9 register rows. Raw shares summed with the officers/directors aggregate row reduced by Richard Smucker's rolled-up 2,045,383 shares (the only member) = 39,323,129 shares, 36.79% of the 106,880,690 shares outstanding. Within the expected roughly-25%-to-45% band; no double-count found.
• Register covers the top 7 institutional 13F holders (all refreshed to Q2 2026, period 30 Jun 2026) plus the family/insider block from the 2026 proxy (period 15 Jun 2026); smaller institutional holders visible in this project's own Q1 2026 SJM snapshot (e.g. UBS Group AG ~5.99m sh, Barclays PLC ~3.04m sh, Invesco Ltd ~2.32m sh as of 31 Mar 2026) were not individually refreshed to Q2 2026 given the 8-12 holder target was already met with fresher, larger positions; see unknowns.