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Simply Good Foods (SMPL) Institutional Ownership

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$11.56 +0.11 (+1.00%)
As of 01:27 PM Eastern
This is a fair market value price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Simply Good Foods (NASDAQ:SMPL)

Current
Institutional Ownership
Percentage
88.45%
Number of
Institutional Buyers
(last 12 months)
178
Total
Institutional Inflows
(last 12 months)
$744.07M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$379.40M
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SMPL Institutional Buying and Selling by Quarter

Simply Good Foods Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2026 Corient Private Wealth LP20,859$277K0.0%N/A0.024%
8/24/2026 California State Teachers Retirement System1,209,503$16.06M0.0%+934.8%1.367%
8/21/2026 Thrive Wealth Management LLC17,603$234K0.0%N/A0.020%
8/20/2026 Headlands Technologies LLC76,179$1.01M0.1%-10.1%0.086%
8/20/2026 Ancora Advisors LLC29,500$392K0.0%-28.6%0.033%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC235,066$3.12M0.0%+9.8%0.266%
8/19/2026 Hsbc Holdings PLC43,838$584K0.0%+42.4%0.050%
8/18/2026 Empowered Funds LLC250,791$3.33M0.0%N/A0.284%
8/18/2026 United Capital Financial Advisors LLC12,771$170K0.0%N/A0.014%
8/18/2026 Public Employees Retirement System of Ohio2,263$30K0.0%N/A0.003%
8/17/2026 Corient Private Wealth LP11,656$155K0.0%N/A0.013%
8/17/2026 Bank of America Corp DE504,098$6.69M0.0%N/A0.570%
8/15/2026 Caisse de depot et placement du Quebec96,300$1.28M0.0%N/A0.109%
8/15/2026 Man Group plc412,418$5.48M0.0%N/A0.466%
8/15/2026 Jupiter Topco LLC40,181$534K0.0%N/A0.045%
8/14/2026 Hsbc Holdings PLC43,838$584K0.0%N/A0.050%
8/14/2026 Ancora Advisors LLC29,500$392K0.0%N/A0.033%
8/14/2026 Canada Pension Plan Investment Board19,700$262K0.0%N/A0.022%
8/14/2026 Legal & General Group Plc193,213$2.57M0.0%N/A0.218%
8/14/2026 The Manufacturers Life Insurance Company 40,303$535K0.0%N/A0.046%
8/14/2026 Van Hulzen Asset Management LLC16,057$213K0.0%N/A0.018%
8/12/2026 Northwestern Mutual Wealth Management Co.5,386$72K0.0%N/A0.006%
8/12/2026 Quantbot Technologies LP106,194$1.41M0.1%N/A0.120%
8/12/2026 Landscape Capital Management L.L.C.40,043$532K0.0%N/A0.045%
8/12/2026 Ieq Capital LLC77,581$1.03M0.0%N/A0.088%
8/12/2026 Callan Family Office LLC14,480$192K0.0%N/A0.016%
8/11/2026 Allworth Financial LP5,437$72K0.0%N/A0.006%
8/8/2026 Meeder Asset Management Inc.7,100$94K0.0%N/A0.008%
8/7/2026 BlackRock Inc.13,622,948$180.91M0.0%N/A15.400%
8/7/2026 Pallas Capital Advisors LLC11,286$150K0.0%N/A0.013%
8/7/2026 Deutsche Bank AG176,258$2.34M0.0%N/A0.199%
8/7/2026 Perigon Wealth Management LLC20,751$276K0.0%N/A0.023%
8/7/2026 Simplicity Wealth LLC25,499$339K0.0%N/A0.029%
8/6/2026 Bank of New York Mellon Corp556,683$7.39M0.0%N/A0.629%
8/6/2026 State of Wyoming15,779$210K0.0%N/A0.018%
8/6/2026 GSA Capital Partners LLP32,206$428K0.0%N/A0.036%
7/10/2026 Handelsbanken Fonder AB546,547$7.26M0.0%-7.5%0.604%
7/8/2026 Assenagon Asset Management S.A.85,909$1.14M0.0%-78.8%0.095%
7/8/2026 Thrive Wealth Management LLC17,603$234K0.0%N/A0.019%
7/7/2026 GAMMA Investing LLC13,594$181K0.0%+385.3%0.015%
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7/2/2026 Versant Capital Management Inc6,942$92K0.0%+180.9%0.008%
6/18/2026 Pacer Advisors Inc.469,445$6.74M0.0%+45.0%0.519%
5/20/2026 Oaktree Capital Management LP1,128,889$16.20M0.2%N/A1.248%
5/19/2026 Bank of America Corp DE1,040,097$14.93M0.0%+23.6%1.149%
5/19/2026 Edgestream Partners L.P.446,670$6.41M0.2%+158.6%0.494%
5/19/2026 Oaktree Capital Management LP1,128,889$16.20M0.2%N/A1.248%
5/18/2026 Amundi42,419$609K0.0%+135.7%0.047%
5/18/2026 EverSource Wealth Advisors LLC2,995$43K0.0%+244.3%0.003%
5/18/2026 California State Teachers Retirement System116,880$1.68M0.0%+32.3%0.129%
5/18/2026 Royal Bank of Canada43,357$623K0.0%+33.9%0.048%
5/18/2026 Empowered Funds LLC88,194$1.27M0.0%+2,893.7%0.097%
5/16/2026 The Manufacturers Life Insurance Company40,502$581K0.0%-9.8%0.045%
5/16/2026 Quantinno Capital Management LP290,189$4.16M0.0%+748.7%0.321%
5/15/2026 Weiss Asset Management LP66,052$948K0.0%N/A0.073%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund451,503$6.48M0.0%-1.1%0.499%
5/14/2026 Renaissance Technologies LLC123,000$1.77M0.0%-73.0%0.136%
5/14/2026 Gabelli Funds LLC91,000$1.31M0.0%-15.7%0.101%
5/14/2026 Gamco Investors INC. ET AL32,920$472K0.0%+13.8%0.036%
5/14/2026 Morningstar Investment Management LLC33,823$485K0.0%N/A0.037%
5/14/2026 Arrowstreet Capital Limited Partnership1,472,753$21.13M0.0%+179.7%1.628%
5/14/2026 Caxton Associates LLP93,925$1.35M0.0%+11.7%0.104%
5/14/2026 Sei Investments Co.143,874$2.07M0.0%+1,049.1%0.159%
5/14/2026 Lido Advisors LLC12,626$181K0.0%N/A0.014%
5/14/2026 State of Wyoming12,005$172K0.0%+24.4%0.013%
5/8/2026 PNC Financial Services Group Inc.12,714$182K0.0%-15.0%0.014%
5/8/2026 Madison Asset Management LLC143,206$2.06M0.0%-0.9%0.158%
5/7/2026 Dimensional Fund Advisors LP3,006,266$43.14M0.0%-24.3%3.322%
5/7/2026 Swiss National Bank174,000$2.50M0.0%-7.6%0.192%
5/6/2026 Bessemer Group Inc.3,877$56K0.0%-99.4%0.004%
5/5/2026 Kestrel Investment Management Corp258,050$3.70M2.2%+90.3%0.285%
5/5/2026 Bank of New York Mellon Corp534,972$7.68M0.0%-10.8%0.591%
5/5/2026 Illinois Municipal Retirement Fund53,688$770K0.0%+2.0%0.059%
5/5/2026 Maryland State Retirement & Pension System12,234$176K0.0%-8.7%0.014%
5/4/2026 Principal Financial Group Inc.415,531$5.96M0.0%-26.0%0.459%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS21,062$302K0.0%-7.4%0.023%
5/1/2026 Fifth Third Bancorp114,859$1.65M0.0%+9,700.3%0.127%
4/30/2026 Hsbc Holdings PLC30,788$443K0.0%+4.1%0.034%
4/30/2026 Oregon Public Employees Retirement Fund19,439$279K0.0%-7.6%0.021%
4/27/2026 New York State Teachers Retirement System115,851$1.66M0.0%+4.7%0.128%
4/27/2026 Y Intercept Hong Kong Ltd160,844$2.31M0.0%+22.0%0.178%
4/27/2026 Leonteq Securities AG2,309$33K0.0%+96.2%0.003%
4/27/2026 Fideuram Intesa Sanpaolo Private Banking S.P.A.62,936$903K0.0%N/A0.070%
4/25/2026 Boston Trust Walden Corp3,635,464$52.17M0.4%+10.0%4.018%
4/22/2026 Pictet Asset Management Holding SA16,955$243K0.0%+17.8%0.019%
4/21/2026 Wesbanco Bank Inc.68,500$983K0.0%+114.1%0.076%
4/21/2026 Louisiana State Employees Retirement System37,800$542K0.0%N/A0.042%
4/20/2026 Assenagon Asset Management S.A.405,311$5.82M0.0%-18.4%0.448%
4/16/2026 SG Americas Securities LLC465,390$6.68M0.0%+782.6%0.514%
3/20/2026 Hsbc Holdings PLC29,567$599K0.0%N/A0.032%
3/17/2026 Rockefeller Capital Management L.P.2,951$59K0.0%-21.6%0.003%
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3/9/2026 Corient Private Wealth LLC15,057$302K0.0%N/A0.016%
2/24/2026 Villanova Investment Management Co LLC89,330$1.79M1.3%N/A0.096%
2/24/2026 River Road Asset Management LLC1,586,490$31.86M0.3%N/A1.714%
2/24/2026 Pacer Advisors Inc.323,674$6.50M0.0%N/A0.350%
2/19/2026 T. Rowe Price Investment Management Inc.1,895,829$38.07M0.0%-26.2%2.048%
2/19/2026 Invesco Ltd.421,116$8.46M0.0%-0.6%0.455%
2/19/2026 Corient Private Wealth LLC15,057$302K0.0%N/A0.016%
2/18/2026 Vident Advisory LLC30,523$613K0.0%+33.5%0.033%
2/18/2026 State of Tennessee Department of Treasury43,838$823K0.0%+28.8%0.047%
2/18/2026 Fuller & Thaler Asset Management Inc.1,908,919$38.33M0.1%-0.7%2.062%


SMPL Institutional Ownership - Frequently Asked Questions

During the previous two years, 338 institutional investors and hedge funds held shares of Simply Good Foods. The most heavily invested institutionals were FMR LLC ($372.89M), Vanguard Group Inc. ($213.48M), BlackRock Inc. ($180.91M), Capital World Investors ($99.58M), Silvercrest Asset Management Group LLC ($74.70M), State Street Corp ($71.06M), and Champlain Investment Partners LLC ($61.95M).Learn more on Simply Good Foods' institutional investors.

88.45% of Simply Good Foods' stock is owned by institutional investors. Learn more on SMPL's institutional investor holdings.

Of the 299 institutional investors that purchased Simply Good Foods' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($13.62M), FMR LLC ($5.29M), Boston Trust Walden Corp ($3.88M), Norges Bank ($2.46M), Oaktree Capital Management LP ($2.26M), William Blair Investment Management LLC ($2.12M), and River Road Asset Management LLC ($1.59M).

Institutional investors have bought a total of 42,202,221 shares in the last 24 months. This purchase volume represents approximately $744.07M in transactions.

Of the 103 institutional investors that sold Simply Good Foods' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($4.21M), T. Rowe Price Investment Management Inc. ($2.41M), Dimensional Fund Advisors LP ($1.28M), Marshall Wace LLP ($1.21M), Millennium Management LLC ($1.02M), Handelsbanken Fonder AB ($1.00M), and Franklin Resources Inc. ($905.45K).

Institutional investors have sold a total of 18,499,609 shares in the last 24 months. This volume of shares sold represents approximately $379.40M in transactions.



Institutional ownership data for NASDAQ:SMPL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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