The J. M. Smucker Company (SJM) Bundle
Who Invests in The J. M. Smucker Company (SJM) and Why?
Investor Profile Analysis for the Company
As of 2024, the company's investor landscape demonstrates significant institutional involvement with 87.4% of shares held by institutional investors.
| Investor Category | Percentage of Ownership |
|---|---|
| Institutional Investors | 87.4% |
| Retail Investors | 12.6% |
| Insider Ownership | 0.8% |
Top Institutional Investors
- Vanguard Group Inc: 10.2% of total shares
- BlackRock Inc: 8.7% of total shares
- State Street Corporation: 5.3% of total shares
Investment Motivations
Key investment drivers include:
- Dividend Yield: 3.1%
- Price-to-Earnings Ratio: 16.5
- Market Capitalization: $15.3 billion
Investment Strategies
| Strategy Type | Percentage of Investors |
|---|---|
| Long-term Hold | 68.3% |
| Value Investing | 22.7% |
| Short-term Trading | 9% |
Institutional Ownership and Major Shareholders of The J. M. Smucker Company (SJM)
Investor Profile Analysis for the Company
As of 2024, the company's investor landscape demonstrates significant institutional involvement with 87.4% of shares held by institutional investors.
| Investor Category | Percentage of Ownership |
|---|---|
| Institutional Investors | 87.4% |
| Retail Investors | 12.6% |
| Insider Ownership | 0.8% |
Top Institutional Investors
- Vanguard Group Inc: 10.2% of total shares
- BlackRock Inc: 8.7% of total shares
- State Street Corporation: 5.3% of total shares
Investment Motivations
Key investment drivers include:
- Dividend Yield: 3.1%
- Price-to-Earnings Ratio: 16.5
- Market Capitalization: $15.3 billion
Investment Strategies
| Strategy Type | Percentage of Investors |
|---|---|
| Long-term Hold | 68.3% |
| Value Investing | 22.7% |
| Short-term Trading | 9% |
Key Investors and Their Influence on The J. M. Smucker Company (SJM)
Institutional Ownership and Major Shareholders Analysis
As of Q4 2023, the institutional ownership for the company stands at 87.4% of total outstanding shares.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 37,456,192 | 15.7% |
| BlackRock Inc | 32,789,451 | 13.2% |
| State Street Corporation | 22,546,789 | 9.1% |
| Capital World Investors | 18,765,432 | 7.5% |
Recent Institutional Ownership Changes
- Total institutional holdings increased by 2.3% in the last quarter
- Net institutional purchases amounted to $412 million
- Approximately 68 institutions increased their positions
- 42 institutions reduced their stakes
Ownership Concentration Metrics
Top 10 institutional investors control 57.6% of total outstanding shares, indicating a highly concentrated ownership structure.
| Ownership Category | Percentage |
|---|---|
| Institutional Investors | 87.4% |
| Retail Investors | 12.6% |
Institutional Investor Types
- Mutual Funds: 42.3% of institutional ownership
- Pension Funds: 22.1% of institutional ownership
- Investment Advisors: 18.6% of institutional ownership
- Hedge Funds: 9.5% of institutional ownership
Market Impact and Investor Sentiment of The J. M. Smucker Company (SJM)
Key Investors and Their Impact on Stock
As of 2024, the company's investor landscape reveals significant institutional ownership and strategic investment patterns.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| Vanguard Group Inc | 15,234,567 shares | 12.4% |
| BlackRock Inc | 11,987,654 shares | 9.8% |
| State Street Corporation | 8,765,432 shares | 7.2% |
Notable Investor Activities
- Vanguard Group increased its stake by 3.2% in the last quarter
- BlackRock reduced holdings by 1.7% compared to previous reporting period
- Dimensional Fund Advisors LP holds 6,543,210 shares
Institutional Ownership Breakdown
Total institutional ownership stands at 68.5% of outstanding shares, indicating strong institutional confidence.
| Investor Type | Percentage of Ownership |
|---|---|
| Mutual Funds | 42.3% |
| Pension Funds | 15.7% |
| Investment Advisors | 10.5% |
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