Smart Money Radar / Tickers / SJM

SJM Food, Beverage & Tobacco

CROWD: GREEN Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
543
of 813 total, index funds excluded
This quarter
+97
120 out
Conviction
1 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $9.2B held
FundValueNote
VANGUARD CAPITAL MANAGEMENT… $651M
BlackRock, Inc. $649M
STATE STREET CORP $626M
UBS Group AG $578M
VANGUARD PORTFOLIO MANAGEME… $470M
DIMENSIONAL FUND ADVISORS LP $378M
BARCLAYS PLC $293M
GEODE CAPITAL MANAGEMENT, L… $274M
Invesco Ltd. $224M
FMR LLC $212M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.