Stifel Financial Corp reports 129.98% increase in ownership of SJM / The J. M. Smucker Company

JM 스머커 컴퍼니

MX ˙ BMV ˙ US8326964058

Security	MX:SJM / The J. M. Smucker Company
Institution	Stifel Financial Corp
Latest Disclosed Ownership	213,999 shares
Latest Disclosed Value	$ 20,637,550

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 213,999 shares of The J. M. Smucker Company (MX:SJM) valued at $20,637,550 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 93,051 shares of The J. M. Smucker Company. This represents a change in shares of 129.98% 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-12	2026-03-31	13F	SMUCKER J M	COM NEW	832696405	213,999	120,948	129.98	20,638	126.73	0.0045
2026-02-13	2025-12-31	13F	SMUCKER J M	COM NEW	832696405	93,051	-14,543	-13.52	9,102	-22.11	0.0082
2025-11-12	2025-09-30	13F	SMUCKER J M	COM NEW	832696405	107,594	-1,492	-1.37	11,687	9.07	0.0107
2025-08-14	2025-06-30	13F	SMUCKER J M	COM NEW	832696405	109,086	-63,614	-36.83	10,715	-47.62	0.0104
2025-05-14	2025-03-31	13F	SMUCKER J M	COM NEW	832696405	172,700	25,267	17.14	20,454	25.95	0.0217
2025-02-13	2024-12-31	13F	SMUCKER J M	COM NEW	832696405	147,433	-22,028	-13.00	16,239	-20.87	0.0169
2024-11-14	2024-09-30	13F	SMUCKER J M	COM NEW	832696405	169,461	21,226	14.32	20,523	26.96	0.0215
2024-08-13	2024-06-30	13F	SMUCKER J M	COM NEW	832696405	148,235	1,956	1.34	16,164	-12.21	0.0182
2024-05-14	2024-03-31	13F	SMUCKER J M	COM NEW	832696405	146,279	23,586	19.22	18,414	18.74	0.0210
2024-02-12	2023-12-31	13F	SMUCKER J M	COM NEW	832696405	122,693	-6,385	-4.95	15,508	-2.27	0.0195
2023-11-13	2023-09-30	13F	SMUCKER J M	COM NEW	832696405	129,078	5,957	4.84	15,868	-12.74	0.0223
2023-08-14	2023-06-30	13F	SMUCKER J M	COM NEW	832696405	123,121	-9,735	-7.33	18,184	-13.04	0.0249
2023-05-12	2023-03-31	13F	SMUCKER J M	COM NEW	832696405	132,856	-2,674,644	-95.27	20,910	-95.30	0.0300
2023-02-13	2022-12-31	13F	SMUCKER J M	COM NEW	832696405	2,807,500	53,642	1.95	444,880	17.56	0.6678
2022-11-14	2022-09-30	13F	SMUCKER J M	COM NEW	832696405	2,753,858	86,996	3.26	378,412	10.85	0.6196
2022-08-15	2022-06-30	13F	SMUCKER J M	COM NEW	832696405	2,666,862	71,692	2.76	341,383	-2.86	0.5343
2022-05-13	2022-03-31	13F	SMUCKER J M	COM NEW	832696405	2,595,170	89,043	3.55	351,416	3.24	0.4795
2022-02-14	2021-12-31	13F	SMUCKER J M	COM NEW	832696405	2,506,127	107,678	4.49	340,383	18.24	0.4499
2021-11-15	2021-09-30	13F	SMUCKER J M	COM NEW	832696405	2,398,449	112,218	4.91	287,886	-2.82	0.4221
2021-08-13	2021-06-30	13F	SMUCKER J M	COM NEW	832696405	2,286,231	94,647	4.32	296,228	6.83	0.4433
2021-05-14	2021-03-31	13F	SMUCKER J M	COM NEW	832696405	2,191,584	130,965	6.36	277,302	16.41	0.4571
2021-02-12	2020-12-31	13F	SMUCKER J M	COM NEW	832696405	2,060,619	133,124	6.91	238,209	6.98	0.4250
2020-11-16	2020-09-30	13F	SMUCKER J M	COM NEW	832696405	1,927,495	115,765	6.39	222,664	16.15	0.4580
2020-08-14	2020-06-30	13F	SMUCKER J M	COM NEW	832696405	1,811,730	184,206	11.32	191,700	6.14	0.4408
2020-05-14	2020-03-31	13F	SMUCKER J M	COM NEW	832696405	1,627,524	112,477	7.42	180,604	14.77	0.4988
2020-02-13	2019-12-31	13F	SMUCKER J M	COM NEW	832696405	1,515,047	670,499	79.39	157,358	69.01	0.3278
2019-11-19	2019-09-30	13F/A-1	SMUCKER J M	COM NEW	832696405	844,548	121,786	16.85	93,108	12.15	0.2376
2019-11-13	2019-09-30	13F	SMUCKER J M	COM NEW	832696405	845,659	122,897		93,230		52,260.0879
2019-08-14	2019-06-30	13F	SMUCKER J M	COM NEW	832696405	722,762	15,965	2.26	83,022	0.77	0.2141
2019-05-14	2019-03-31	13F	SMUCKER J M	COM NEW	832696405	706,797	113,370	19.10	82,386	48.74	0.2328
2019-02-13	2018-12-31	13F	SMUCKER J M	COM NEW	832696405	593,427	744	0.13	55,391	-8.82	0.1791
2018-11-13	2018-09-30	13F	SMUCKER J M	COM NEW	832696405	592,683	7,355	1.26	60,749	-3.47	0.1740
2018-08-14	2018-06-30	13F	SMUCKER J M	COM NEW	832696405	585,328	20,561	3.64	62,935	-9.65	0.1931
2018-05-11	2018-03-31	13F	SMUCKER J M	COM NEW	832696405	564,767	9,135	1.64	69,654	1.51	0.2198
2018-02-14	2017-12-31	13F	SMUCKER J M	COM NEW	832696405	555,632	50,609	10.02	68,618	29.39	0.2176
2017-11-13	2017-09-30	13F	SMUCKER J M	COM NEW	832696405	505,023	119,944	31.15	53,030	16.57	0.1841
2017-08-14	2017-06-30	13F	SMUCKER J M	COM NEW	832696405	385,079	17,600	4.79	45,491	-5.32	0.1689
2017-05-10	2017-03-31	13F	SMUCKER J M	COM NEW	832696405	367,479	42,464	13.07	48,048	15.39	0.1860
2017-02-16	2016-12-31	13F	SMUCKER J M	COM NEW	832696405	325,015	74,477	29.73	41,640	22.62	0.1768
2016-11-15	2016-09-30	13F	SMUCKER J M	COM NEW	832696405	250,538	20,141	8.74	33,959	-3.29	0.1527
2016-08-17	2016-06-30	13F	SMUCKER J M	COM NEW	832696405	230,397	27,309	13.45	35,116	33.17	0.1625
2016-05-16	2016-03-31	13F	SMUCKER J M	COM NEW	832696405	203,088	-24,490	-10.76	26,369	-6.06	0.1405
2016-03-21	2015-12-31	13F/A-2	SMUCKER J M	COM NEW	832696405	227,578	-4,746	-2.04	28,070	5.90	0.1462
2016-02-26	2015-12-31	13F/A-1	SMUCKER J M	COM NEW	832696405	227,565	-13		28,069		0.1468
2016-02-16	2015-12-31	13F	SMUCKER J M	COM NEW	832696405	227,462			27,717
2015-11-16	2015-09-30	13F	SMUCKER J M	COM NEW	832696405	232,324	-1,081	-0.46	26,505	4.93	0.1489
2015-08-17	2015-06-30	13F/A-1	SMUCKER J M	COM NEW	832696405	233,405	6,145	2.70	25,259	-3.96	0.1306
2015-08-17	2015-06-30	13F	SMUCKER J M	COM NEW	832696405	230,872			25,028
2015-05-14	2015-03-31	13F	SMUCKER J M	COM NEW	832696405	227,260	23,748	11.67	26,301	27.99	0.1440
2015-02-13	2014-12-31	13F	SMUCKER J M	COM NEW	832696405	203,512	49,619	32.24	20,549	34.89	0.1142
2014-11-13	2014-09-30	13F	SMUCKER J M	COM NEW	832696405	153,893	5,434	3.66	15,234	-3.72	0.1337
2014-08-14	2014-06-30	13F	SMUCKER J M	COM NEW	832696405	148,459	127,911	622.50	15,822	691.89	0.1421
2014-05-15	2014-03-31	13F	SMUCKER J M	COM NEW	832696405	20,548	20,548		1,998		0.0191

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.