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Institutional Ownership · SEC Form 13F

Who owns Simply Good Foods (SMPL)


Which tracked institutional funds hold SMPL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMPL company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

276
Institutional holders
79M
Shares held (tracked funds)
79.1%
Of shares outstanding

How the tape is positioned

61 tracked funds added or opened SMPL while 88 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

SMPL’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SMPL more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in SMPL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 276 tracked filers holding SMPL, 168 increased or opened the position and 153 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in SMPL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 23

  • TWO SIGMA INVESTMENTS, LP$11M
  • CastleKnight Management LP$5M
  • FIRST TRUST ADVISORS LP$5M
  • MARSHALL WACE, LLP$3M
  • Leibman Financial Services, Inc.$3M
  • VARCOV Co.$3M

Full exits 37

  • LSV ASSET MANAGEMENT$30M
  • FULLER & THALER ASSET MANAGEMENT, INC.$27M
  • WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$27M
  • T. Rowe Price Investment Management, Inc.$24M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$21M
  • WELLINGTON MANAGEMENT GROUP LLP$20M

Largest adds

  • GOLDMAN SACHS GROUP INC$19M
  • AQR CAPITAL MANAGEMENT LLC$17M
  • BALYASNY ASSET MANAGEMENT L.P.$14M
  • BROWN ADVISORY INC$12M
  • FEDERATED HERMES, INC.$11M
  • MORGAN STANLEY$8M

Largest trims

  • DIMENSIONAL FUND ADVISORS LP$29M
  • Boston Trust Walden Corp$28M
  • FMR LLC$26M
  • AMERIPRISE FINANCIAL INC$14M
  • PRICE T ROWE ASSOCIATES INC /MD/$12M
  • River Road Asset Management, LLC$9M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added13,622,948$181M17.9%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC trimmed5,507,075$73M7.2%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed3,699,509$49M4.9%2026-Q2
STATE STREET CORP added3,452,116$46M4.5%2026-Q2
NORGES BANK added3,021,177$40M4.0%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added2,810,352$37M3.7%2026-Q2
River Road Asset Management, LLC trimmed2,577,795$34M3.4%2026-Q2
SILVERCREST ASSET MANAGEMENT GROUP LLC added2,535,192$34M3.3%2026-Q2
GOLDMAN SACHS GROUP INC added2,419,092$32M3.2%2026-Q2
MORGAN STANLEY added2,275,605$30M3.0%2026-Q2
BROWN ADVISORY INC added2,121,931$28M2.8%2026-Q2
AQR CAPITAL MANAGEMENT LLC added1,896,121$25M2.5%2026-Q2
Boston Trust Walden Corp trimmed1,787,765$24M2.4%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,367,110$18M1.8%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added1,204,250$16M1.6%2026-Q2
OAKTREE CAPITAL MANAGEMENT LP added1,203,889$16M1.6%2026-Q2
FEDERATED HERMES, INC. added1,099,166$15M1.4%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed1,084,857$14M1.4%2026-Q2
BALYASNY ASSET MANAGEMENT L.P. added1,056,124$14M1.4%2026-Q2
NORTHERN TRUST CORP added926,416$12M1.2%2026-Q2
UBS Group AG added910,565$12M1.2%2026-Q2
Walleye Capital LLC added811,527$11M1.1%2026-Q2
TWO SIGMA INVESTMENTS, LP trimmed795,482$11M1.0%2026-Q2
FMR LLC trimmed600,198$8M0.8%2026-Q2
JPMORGAN CHASE & CO added572,097$8M0.7%2026-Q2
Edgestream Partners, L.P. added570,207$8M0.8%2026-Q2
Bank of New York Mellon Corp added556,683$7M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed554,631$7M0.7%2026-Q2
D. E. Shaw & Co., Inc. added549,513$7M0.7%2026-Q2
Invesco Ltd. added527,875$7M0.7%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed504,098$7M0.7%2026-Q2
Creative Planning added481,412$6M0.6%2026-Q2
CITIGROUP INC added454,425$6M0.6%2026-Q2
PRUDENTIAL FINANCIAL INC added448,405$6M0.6%2026-Q2
JUPITER ASSET MANAGEMENT LTD trimmed421,245$6M0.6%2026-Q2
Man Group plc trimmed412,418$5M0.5%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed402,365$5M0.5%2026-Q2
CastleKnight Management LP new391,500$5M0.5%2026-Q2
WELLS FARGO & COMPANY/MN added385,773$5M0.5%2026-Q2
JANE STREET GROUP, LLC added349,864$5M0.5%2026-Q2
FIRST TRUST ADVISORS LP added339,804$5M0.4%2026-Q2
SEIZERT CAPITAL PARTNERS, LLC added327,593$4M0.4%2026-Q2
Aquatic Capital Management LLC trimmed303,592$4M0.4%2026-Q2
Quantinno Capital Management LP added296,124$4M0.4%2026-Q2
Nuveen, LLC added291,166$4M0.4%2026-Q2
Public Sector Pension Investment Board trimmed285,986$4M0.4%2026-Q2
VICTORY CAPITAL MANAGEMENT INC added274,920$4M0.4%2026-Q2
AMERIPRISE FINANCIAL INC trimmed272,073$4M0.4%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added271,758$4M0.4%2026-Q2
KESTREL INVESTMENT MANAGEMENT CORP258,050$3M0.3%2026-Q2
Empowered Funds, LLC added250,791$3M0.3%2026-Q2
Mariner, LLC added247,761$3M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added235,066$3M0.3%2026-Q2
MARSHALL WACE, LLP added234,438$3M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed210,862$3M0.3%2026-Q2
ROYCE & ASSOCIATES LP added206,485$3M0.3%2026-Q2
Leibman Financial Services, Inc. new202,479$3M0.3%2026-Q2
WINTON GROUP Ltd trimmed202,150$3M0.3%2026-Q2
VARCOV Co. new195,369$3M0.3%2026-Q2
Legal & General Group Plc trimmed193,213$3M0.3%2026-Q2
Campbell & CO Investment Adviser LLC added191,145$3M0.3%2026-Q2
DEUTSCHE BANK AG\ added176,258$2M0.2%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed172,636$2M0.2%2026-Q2
Vanguard Global Advisers, LLC added164,893$2M0.2%2026-Q2
Villanova Investment Management Co LLC added164,673$2M0.2%2026-Q2
Swiss National Bank trimmed163,400$2M0.2%2026-Q2
CLARK ESTATES INC/NY added160,000$2M0.2%2026-Q2
CITADEL ADVISORS LLC trimmed154,221$2M0.2%2026-Q2
ExodusPoint Capital Management, LP added145,507$2M0.2%2026-Q2
CAXTON ASSOCIATES LLP added141,965$2M0.2%2026-Q2
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added137,570$2M0.2%2026-Q2
CAPITAL FUND MANAGEMENT S.A. added137,535$2M0.2%2026-Q2
TUDOR INVESTMENT CORP ET AL added137,335$2M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ trimmed134,880$2M0.2%2026-Q2
FIL Ltd added133,801$2M0.2%2026-Q2
SEI INVESTMENTS CO trimmed127,304$2M0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed124,165$2M0.2%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed115,824$2M0.2%2026-Q2
Brevan Howard Capital Management LP trimmed115,820$2M0.2%2026-Q2
FIFTH THIRD BANCORP trimmed110,479$1M0.1%2026-Q2
Quantbot Technologies LP trimmed106,194$1M0.1%2026-Q2
AMERICAN CENTURY COMPANIES INC added97,110$1M0.1%2026-Q2
Y-Intercept (Hong Kong) Ltd trimmed96,312$1M0.1%2026-Q2
Caisse de depot et placement du Quebec96,300$1M0.1%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed91,077$1M0.1%2026-Q2
Pathstone Holdings, LLC added88,414$1M0.1%2026-Q2
Assenagon Asset Management S.A. trimmed85,909$1M0.1%2026-Q2
FRANKLIN RESOURCES INC trimmed82,499$1M0.1%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed80,590$1M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd78,324$1M0.1%2026-Q2
GABELLI FUNDS LLC trimmed78,000$1M0.1%2026-Q2
IEQ CAPITAL, LLC new77,581$1M0.1%2026-Q2
Advisory Services Network, LLC added76,854$1M0.1%2026-Q2
Headlands Technologies LLC trimmed76,179$1M0.1%2026-Q2
VOYA INVESTMENT MANAGEMENT LLC trimmed74,790$993K0.1%2026-Q2
Cerity Partners LLC added74,260$986K0.1%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.71,200$946K0.1%2026-Q2
BARCLAYS PLC trimmed69,428$922K0.1%2026-Q2
WESBANCO BANK INC68,500$910K0.1%2026-Q2
AE Wealth Management LLC new66,767$887K0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership