Simply Good Foods SMPL Institutional Ownership

NASDAQ SMPL
$10.67 -0.32 (-2.91%)
At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

299 Institutions
Increased 178 59.5%
Unchanged 36 12.0%
Reduced 85 28.4%

Ownership Statistics

13F · as of 30 Jun, 2026
Institutional Ownership
95.45%
▼-0.83 pp QoQ
Shares Held by Institutions
85.85Mn
of 89.94Mn outstanding
▼-3.44% QoQ
Shares Outstanding
89.94Mn
4.09Mn held outside 13F filers
Institutional Investors
299
filed 13F for Jun 2026
▲+25 vs prior quarter
Net Shares Added (QoQ)
-3.06Mn
distributed since last quarter
Value of Holdings
$943.46Mn
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

Simply Good Foods Co (NASDAQ:SMPL) had 299 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

Form 13F Holdings

299 Institutional Holders

Report period 30 Jun, 2026
Total shares held 85.85Mn
Of outstanding 95.45%
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 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% ▲75,000 +6.64% $15.99Mn
19 Federated Hermes, Inc. 0001056288 1,099,166 1.22% ▲819,745 +293.37% $14.60Mn
20 DIMENSIONAL FUND ADVISORS LP 0000354204 1,084,857 1.21% ▼1,921,409 -63.91% $14.41Mn