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Simply Good Foods (SMPL) Institutional Ownership

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$11.94 +0.25 (+2.14%)
Closing price 04:00 PM Eastern
Extended Trading
$11.88 -0.06 (-0.50%)
As of 05:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
203
Total
Institutional Inflows
(last 12 months)
$721.40M
Number of
Institutional Sellers
(last 12 months)
122
Total
Institutional Outflows
(last 12 months)
$436.91M
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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
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 Company 40,502$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%
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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%
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%
2/18/2026 Empowered Funds LLC2,946$59K0.0%N/A0.003%
2/18/2026 XTX Topco Ltd242,180$4.86M0.1%+792.7%0.262%
2/18/2026 Voloridge Investment Management LLC1,016,156$20.40M0.1%+12.6%1.098%
2/18/2026 Wellington Management Group LLP1,133,324$22.76M0.0%-41.8%1.224%
2/18/2026 Tudor Investment Corp ET AL42,358$851K0.0%-79.7%0.046%
2/18/2026 Quadrature Capital Ltd13,985$281K0.0%N/A0.015%
2/18/2026 Oxford Asset Management LLP19,614$394K0.2%N/A0.021%
2/18/2026 Millennium Management LLC228,461$4.59M0.0%-81.7%0.247%
2/18/2026 Man Group plc236,931$4.76M0.0%+497.7%0.256%
2/18/2026 Gotham Asset Management LLC23,867$479K0.0%-61.9%0.026%
2/18/2026 Engineers Gate Manager LP220,475$4.43M0.1%+8.2%0.238%
2/18/2026 Balyasny Asset Management L.P.798,836$16.04M0.0%+66.2%0.863%
2/18/2026 Boothbay Fund Management LLC14,273$287K0.0%-51.6%0.015%
2/18/2026 Armistice Capital LLC536,000$10.76M0.1%N/A0.579%
2/17/2026 Freestone Grove Partners LP31,829$639K0.0%-90.3%0.034%
2/17/2026 Schonfeld Strategic Advisors LLC40,945$822K0.0%-77.4%0.044%
2/17/2026 AQR Capital Management LLC117,332$2.36M0.0%+263.7%0.127%
2/17/2026 Jain Global LLC81,208$1.63M0.0%-4.6%0.088%
2/17/2026 Trexquant Investment LP129,637$2.60M0.0%-46.7%0.140%
2/17/2026 Jump Financial LLC452,676$9.09M0.1%+85.6%0.489%
2/17/2026 Price T Rowe Associates Inc. MD705,176$14.16M0.0%+1.5%0.762%
2/17/2026 T. Rowe Price Investment Management Inc.836,003$16.79M0.0%-67.5%0.903%
2/17/2026 Russell Investments Group Ltd.11,509$231K0.0%-42.9%0.012%
2/17/2026 Royal Bank of Canada32,375$650K0.0%-95.8%0.035%
2/17/2026 Cynosure Group LLC43,519$874K0.0%+319.7%0.047%
2/16/2026 Squarepoint Ops LLC80,175$1.61M0.0%-38.1%0.087%
2/16/2026 Verition Fund Management LLC178,762$3.59M0.0%-15.5%0.193%
2/16/2026 Mariner LLC12,461$250K0.0%N/A0.013%
2/16/2026 Healthcare of Ontario Pension Plan Trust Fund456,468$9.17M0.0%N/A0.493%
2/16/2026 Barclays PLC184,146$3.70M0.0%-58.7%0.199%
2/13/2026 Marshall Wace LLP77,161$1.55M0.0%-94.0%0.083%
2/13/2026 The Manufacturers Life Insurance Company 44,909$902K0.0%-2.8%0.049%
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2/13/2026 Bridgewater Associates LP100,196$2.01M0.0%-39.8%0.108%
2/13/2026 Public Sector Pension Investment Board317,972$6.39M0.0%-11.9%0.343%
2/13/2026 Headlands Technologies LLC66,109$1.33M0.1%+250.1%0.071%
2/13/2026 Charles Schwab Investment Management Inc.1,165,588$23.41M0.0%+11.0%1.259%
2/13/2026 Police & Firemen s Retirement System of New Jersey24,758$497K0.0%-6.7%0.027%
2/13/2026 State Street Corp3,538,666$71.06M0.0%-0.9%3.823%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC184,904$3.71M0.0%-3.9%0.200%
2/13/2026 Wells Fargo & Company MN103,246$2.07M0.0%+58.6%0.112%
2/13/2026 Quadrant Capital Group LLC6,496$130K0.0%+68.6%0.007%
2/12/2026 HRT Financial LP162,280$3.26M0.0%+387.6%0.175%


SMPL Institutional Ownership - Frequently Asked Questions

During the previous two years, 330 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), Capital World Investors ($99.58M), Silvercrest Asset Management Group LLC ($74.70M), State Street Corp ($71.06M), Champlain Investment Partners LLC ($61.95M), and Woodline Partners LP ($57.42M).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 293 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: 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), Marshall Wace LLP ($1.68M), and Armistice Capital LLC ($1.66M).

Institutional investors have bought a total of 31,208,432 shares in the last 24 months. This purchase volume represents approximately $721.40M in transactions.

Of the 122 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), Handelsbanken Fonder AB ($1.34M), Dimensional Fund Advisors LP ($1.28M), Marshall Wace LLP ($1.21M), Millennium Management LLC ($1.02M), and Franklin Resources Inc. ($905.45K).

Institutional investors have sold a total of 20,097,467 shares in the last 24 months. This volume of shares sold represents approximately $436.91M in transactions.



This page (NASDAQ:SMPL) was last updated on 6/5/2026 by MarketBeat.com Staff.
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