Security Snapshot

Simply Good Foods Co - COMMON STOCK (SMPL) Institutional Ownership

CUSIP: 82900L102

13F Institutional Holders and Ownership History from Q3 2017 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

272

Shares (Excl. Options)

89,060,799

Price

$14.35

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Type / Class
Equity / COMMON STOCK
Symbol
SMPL on Nasdaq
Shares outstanding
94,021,251
Price per share
$12.41
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
89,060,799
Total reported value
$1,278,834,888
% of total 13F portfolios
0%
Share change
+1,919,530
Value change
+$3,881,564
Number of holders
272
Price from insider filings
$12.41
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • SMPL - Simply Good Foods Co - COMMON STOCK is tracked under CUSIP 82900L102.
  • 272 institutions reported positions in Q1 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 268 to 272 between Q4 2025 and Q1 2026.
  • Reported value moved from $1,767,736,516 to $1,278,834,888.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 272 institutions filings for Q1 2026.

Open SEC Evidence

Security key

82900L102

Latest holder period

Q1 2026

13F holders

272

13D/G owners

4

CIK / CUSIP context first

Significant Owners of Simply Good Foods Co - COMMON STOCK (SMPL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
VANGUARD PORTFOLIO MANAGEMENT LLC 6.1% $80,699,679 5,623,671 Vanguard Portfolio Management 31 Mar 2026
T. Rowe Price Investment Management, Inc. 4.5% $147,881,662 4,496,250 T. Rowe Price Investment Management, Inc. 30 Jun 2025
FMR LLC 3% -45% $29,447,456 -$27,149,241 2,820,638 -48% FMR LLC 31 Mar 2026
WELLINGTON MANAGEMENT GROUP LLP 1.9% -68% $48,297,983 -$84,275,541 1,945,930 -64% Wellington Management Group LLP 30 Sep 2025

As of 31 Mar 2026, 272 institutional investors reported holding 89,060,799 shares of Simply Good Foods Co - COMMON STOCK (SMPL). This represents 95% of the company’s total 94,021,251 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Simply Good Foods Co - COMMON STOCK (SMPL) together control 67% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 14% 13,079,538 -5.3% 0% $187,691,370
VANGUARD PORTFOLIO MANAGEMENT LLC 5.9% 5,563,881 0% 0% $79,841,692
VANGUARD CAPITAL MANAGEMENT LLC 4% 3,771,064 0% 0% $54,114,768
Boston Trust Walden Corp 3.9% 3,635,464 +10% 0.43% $52,168,908
STATE STREET CORP 3.6% 3,368,524 -4.8% 0% $48,338,319
DIMENSIONAL FUND ADVISORS LP 3.2% 3,006,266 -24% 0.01% $43,142,229
River Road Asset Management, LLC 3.2% 2,999,314 +89% 0.49% $43,040,156
FMR LLC 3% 2,820,638 -49% 0% $40,476,149
SILVERCREST ASSET MANAGEMENT GROUP LLC 2.4% 2,252,936 +22% 0.23% $32,329,659
GEODE CAPITAL MANAGEMENT, LLC 2.3% 2,204,463 -5.5% 0% $31,640,260
LSV ASSET MANAGEMENT 2.2% 2,057,900 0.06% $29,531,000
FULLER & THALER ASSET MANAGEMENT, INC. 2% 1,914,302 +0.28% 0.09% $27,470,227
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2% 1,910,640 -10% 0.09% $27,417,684
T. Rowe Price Investment Management, Inc. 1.8% 1,660,555 -12% 0.02% $23,829,000
MORGAN STANLEY 1.7% 1,560,992 -20% 0% $22,400,241
WELLINGTON MANAGEMENT GROUP LLP 1.6% 1,522,041 +34% 0% $21,841,289
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.6% 1,472,753 +180% 0.01% $21,134,006
AMERIPRISE FINANCIAL INC 1.3% 1,259,785 +49% 0% $18,077,915
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.3% 1,211,879 +4% 0% $17,390,464
BROWN ADVISORY INC 1.2% 1,159,380 0.03% $16,637,097
OAKTREE CAPITAL MANAGEMENT LP 1.2% 1,128,889 0.28% $16,199,557
BANK OF AMERICA CORP /DE/ 1.1% 1,040,097 +24% 0% $14,925,393
Qube Research & Technologies Ltd 1% 972,243 -24% 0.02% $13,951,687
PRICE T ROWE ASSOCIATES INC /MD/ 1% 964,047 +37% 0% $13,835,000
GOLDMAN SACHS GROUP INC 0.97% 916,437 -4.2% 0% $13,150,871

Institutional Holders of Simply Good Foods Co - COMMON STOCK (SMPL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 89,060,799 $1,278,834,888 +$3,881,564 $14.35 272
2025 Q4 88,036,272 $1,767,736,516 -$131,113,036 $20.08 268
2025 Q3 92,813,500 $2,303,514,461 -$107,660,888 $24.82 297
2025 Q2 96,115,354 $3,036,469,739 +$26,743,413 $31.59 311
2025 Q1 94,887,644 $3,273,272,696 -$38,338,515 $34.49 292
2024 Q4 95,408,691 $3,718,173,610 +$120,881,442 $38.98 275
2024 Q3 91,822,802 $3,191,831,564 +$100,018,458 $34.77 270
2024 Q2 89,060,182 $3,217,739,738 +$45,636,636 $36.13 270
2024 Q1 87,996,303 $2,994,824,060 -$21,654,814 $34.03 288
2023 Q4 88,223,923 $3,493,845,734 +$60,592,411 $39.60 266
2023 Q3 86,887,268 $2,999,411,445 -$65,129,752 $34.52 240
2023 Q2 88,531,532 $3,239,685,851 -$91,365,518 $36.59 244
2023 Q1 90,731,121 $3,608,010,937 +$194,165,378 $39.77 240
2022 Q4 85,971,402 $3,268,416,990 +$55,235,283 $38.03 237
2022 Q3 84,935,611 $2,717,562,252 -$198,368,495 $31.99 228
2022 Q2 87,885,005 $3,319,970,910 +$35,316,211 $37.77 232
2022 Q1 87,326,782 $3,315,075,253 +$10,659,752 $37.95 227
2021 Q4 86,872,926 $3,606,556,407 +$20,092,406 $41.57 225
2021 Q3 85,804,823 $2,959,886,225 -$25,399,584 $34.49 202
2021 Q2 86,456,478 $3,156,263,074 -$91,170,193 $36.51 197
2021 Q1 89,085,721 $2,711,450,491 -$99,258,020 $30.42 201
2020 Q4 93,371,050 $2,927,030,672 +$253,758,064 $31.36 183
2020 Q3 85,850,198 $1,892,314,444 +$13,343,282 $22.05 156
2020 Q2 84,453,917 $1,569,761,796 -$27,658,633 $18.58 164
2020 Q1 87,300,520 $1,680,430,538 -$32,239,486 $19.26 159
2019 Q4 86,345,180 $2,464,109,724 +$443,163,507 $28.54 196
2019 Q3 70,741,260 $2,050,587,798 +$15,426,704 $28.99 184
2019 Q2 70,949,988 $1,708,528,821 +$72,335,428 $24.08 159
2019 Q1 70,517,232 $1,451,964,118 +$19,426,801 $20.59 146
2018 Q4 69,711,559 $1,317,494,554 +$23,682,205 $18.90 144
2018 Q3 68,301,670 $1,328,410,955 +$81,723,453 $19.45 123
2018 Q2 64,608,208 $933,787,100 +$49,795,921 $14.44 92
2018 Q1 61,284,341 $841,429,213 +$121,218,953 $13.73 83
2017 Q4 52,448,784 $747,914,000 +$51,434,487 $14.26 60
2017 Q3 49,035,332 $574,203,000 +$574,203,000 $11.71 44
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