Simply Good Foods Co (SMPL) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

100,845,556Shares Outstanding

405,852Shares held by institutions

$6,294,765Value of institutional holdings

82.96%Institutional ownership %

-1.12%Shares Changed QoQ

251No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 251 institutional investors hold a position in Simply Good Foods Co (NASDAQ:SMPL).

The percentage of Simply Good Foods owned by institutions changed from 91.5% in September 2025 to 83.0% in December 2025, marking a slight down trend.
Quarterly data indicates a -1.12% shift in institutional share volume, and the annual owner count reflects a decrease of 8.06%.
Of these 251 institutional investors, 139 increased their holdings in Simply Good Foods, while 92 of them reduced positions, and 20 investors maintained their exposure.
Collectively, institutional investors decreased their stake in Simply Good Foods to 83.67Mn shares as of December 2025, a change that is down by 944.92K shares quarter on quarter and down 11.84Mn shares year over year.
BlackRock, Inc.'s holding of 13.82Mn shares as of December 31, 2025 makes it the primary institutional investor in Simply Good Foods, owning 13.70% of the stock.
Among the most significant buyers of Simply Good Foods during December 2025 were D. E. Shaw & Co., Inc. (1.21Mn), MORGAN STANLEY (1.20Mn), SHAPIRO CAPITAL MANAGEMENT LLC (698.75K), Walleye Capital LLC (569.44K), ARMISTICE CAPITAL, LLC (536.00K).
Leading sellers of Simply Good Foods stock in December 2025 included T. Rowe Price Investment Management, Inc. (1.73Mn), FMR LLC (1.47Mn), MARSHALL WACE, LLP (1.21Mn), JANE STREET GROUP, LLC (1.11Mn), MILLENNIUM MANAGEMENT LLC (1.02Mn).
The top 10 institutional holders of Simply Good Foods for the quarter ending December 2025 included BlackRock, Inc. (13.82Mn), VANGUARD GROUP INC (10.63Mn), FMR LLC (5.50Mn), DIMENSIONAL FUND ADVISORS LP (3.97Mn), STATE STREET CORP (3.54Mn), Boston Trust Walden Corp (3.31Mn), GEODE CAPITAL MANAGEMENT, LLC (2.33Mn), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (2.12Mn), MORGAN STANLEY (1.95Mn), FULLER & THALER ASSET MANAGEMENT, INC. (1.91Mn).

251 Institutional Holders

405,852 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	13,818,789	481,272	3.61%	$277,481,282.00
VANGUARD GROUP INC	31 Dec, 2025	10,631,429	249,405	2.40%	$213,479,093.00
FMR LLC	31 Dec, 2025	5,495,440	-1,467,859	-21.08%	$110,348,434.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	3,973,183	-315,497	-7.36%	$79,779,609.00
STATE STREET CORP	31 Dec, 2025	3,538,666	-30,780	-0.86%	$71,056,413.00
Boston Trust Walden Corp	31 Dec, 2025	3,305,134	-215,826	-6.13%	$66,367,091.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	2,332,980	-3,844	-0.16%	$46,853,344.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	2,124,640	469,903	28.40%	$42,662,771.00
MORGAN STANLEY	31 Dec, 2025	1,952,713	1,198,496	158.91%	$39,210,512.00
FULLER & THALER ASSET MANAGEMENT, INC.	31 Dec, 2025	1,908,919	-12,871	-0.67%	$38,331,103.00
SILVERCREST ASSET MANAGEMENT GROUP LLC	31 Dec, 2025	1,847,928	60,508	3.39%	$37,106,452.00
D. E. Shaw & Co., Inc.	31 Dec, 2025	1,620,442	1,209,008	293.85%	$32,538,475.00
SHAPIRO CAPITAL MANAGEMENT LLC	31 Dec, 2025	1,390,720	698,745	100.98%	$27,925,658.00
Qube Research & Technologies Ltd	31 Dec, 2025	1,277,338	-36,388	-2.77%	$25,648,947.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	1,165,588	115,538	11.00%	$23,405,007.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	1,133,324	-812,606	-41.76%	$22,757,146.00
JANE STREET GROUP, LLC	31 Dec, 2025	1,084,398	-1,108,432	-50.55%	$21,774,712.00
VOLORIDGE INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	1,016,156	113,759	12.61%	$20,404,412.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	956,565	323,868	51.19%	$19,207,825.00
NORTHERN TRUST CORP	31 Dec, 2025	915,806	-18,425	-1.97%	$18,389,386.00

1 - 20 of 251

Research Tools