Simply Good Foods SMPL Institutional Ownership

NASDAQ SMPL
$9.49 -0.12 (-1.25%)
At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

300 Institutions
Increased 179 59.7%
Unchanged 36 12.0%
Reduced 85 28.3%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
96.97%
▲+0.69 pp QoQ
Shares Held by Institutions
87.21Mn
of 89.94Mn outstanding
▲+12.14% QoQ
Shares Outstanding
89.94Mn
2.73Mn held outside 13F filers
Institutional Investors
300
filed 13F for Jun 2026
▲+25 vs prior quarter
Net Shares Added (QoQ)
+9.44Mn
accumulated since last quarter
Value of Holdings
$827.66Mn
reported market value

Shares Owned by Institutions

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed
Latest quarter —
Net over range —
Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Simply Good Foods Co (NASDAQ:SMPL) showed up in the 13F filings of 300 institutional investors as of June 2026.

Form 13F Holdings

300 Institutional Holders

Report period 30 Jun, 2026
Total shares held 87.21Mn
Of outstanding 96.97%
Download Data
# Institution CIK Shares Held % of Outstanding Change (QoQ) Change (%) Value (USD)
1 BlackRock, Inc. 0002012383 13,622,948 15.15% ▲543,410 +4.15% $180.91Mn
2 VANGUARD PORTFOLIO MANAGEMENT LLC 0002100121 5,507,075 6.12% ▼56,806 -1.02% $73.13Mn
3 VANGUARD CAPITAL MANAGEMENT LLC 0002100119 3,699,509 4.11% ▼71,555 -1.90% $49.13Mn
4 State Street Corp 0000093751 3,452,116 3.84% ▲83,592 +2.48% $45.84Mn
5 NORGES BANK 0001374170 3,021,177 3.36% ▲3,021,177 0.00% $40.12Mn
6 GEODE CAPITAL MANAGEMENT, LLC 0001214717 2,810,352 3.12% ▲605,889 +27.48% $37.33Mn
7 River Road Asset Management, LLC 0001341401 2,577,795 2.87% ▼421,519 -14.05% $34.23Mn
8 SILVERCREST ASSET MANAGEMENT GROUP LLC 0001232395 2,535,192 2.82% ▲282,256 +12.53% $33.67Mn
9 T. Rowe Price Investment Management, Inc. 0001897612 2,529,282 2.81% ▲868,727 +52.32% $33.59K
10 Goldman Sachs Group Inc 0000886982 2,419,092 2.69% ▲1,502,655 +163.97% $32.13Mn
11 Morgan Stanley 0000895421 2,275,605 2.53% ▲714,613 +45.78% $30.22Mn
12 BROWN ADVISORY INC 0001345929 2,121,931 2.36% ▲962,551 +83.02% $28.18Mn
13 LSV ASSET MANAGEMENT 0001050470 2,057,900 2.29% 0 0.00% $27.33K
14 AQR CAPITAL MANAGEMENT LLC 0001167557 1,896,121 2.11% ▲1,322,531 +230.57% $25.18Mn
15 Boston Trust Walden Corp 0001534866 1,787,765 1.99% ▼1,847,699 -50.82% $23.74Mn
16 Sixth Street Partners Management Company, L.P. 0001812095 1,367,110 1.52% ▲1,367,110 0.00% $18.16Mn
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0000884546 1,367,110 1.52% ▲155,231 +12.81% $18.16Mn
17 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0001164833 1,204,250 1.34% ▲422,390 +54.02% $15.99Mn
18 OAKTREE CAPITAL MANAGEMENT LP 0000949509 1,203,889 1.34% ▼1,053,889 -46.68% $15.99Mn
19 Federated Hermes, Inc. 0001056288 1,099,166 1.22% ▲819,745 +293.37% $14.60Mn