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

Q4 2025

Institutions Reporting

267

Shares (Excl. Options)

88,036,213

Price

$20.08

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Type / Class
Equity / Common Stock
Symbol
SMPL on Nasdaq
Shares outstanding
95,107,718
Price per share
$14.35
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
88,036,213
Total reported value
$1,767,735,331
% of total 13F portfolios
0%
Share change
-4,854,220
Value change
-$131,111,650
Number of holders
267
Price from insider filings
$14.35
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • SMPL - Simply Good Foods Co - Common Stock is tracked under CUSIP 82900L102.
  • 267 institutions reported positions in Q4 2025.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 267 to 32 between Q4 2025 and Q1 2026.
  • Reported value moved from $1,767,735,331 to $18,437,892.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 267 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 82900L102?
CUSIP 82900L102 identifies SMPL - Simply Good Foods Co - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

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
FMR LLC 5.7% -16% $108,856,489 -$29,119,193 5,421,140 -21% FMR LLC 31 Dec 2025
T. Rowe Price Investment Management, Inc. 4.5% $147,881,662 4,496,250 T. Rowe Price Investment Management, Inc. 30 Jun 2025
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 Dec 2025, 267 institutional investors reported holding 88,036,213 shares of Simply Good Foods Co - Common Stock (SMPL). This represents 93% of the company’s total 95,107,718 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Simply Good Foods Co - Common Stock (SMPL) together control 71% 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. 15% 13,818,789 +3.6% 0% $277,481,282
VANGUARD GROUP INC 11% 10,631,429 +2.4% 0% $213,479,093
FMR LLC 5.8% 5,495,440 -21% 0.01% $110,348,434
DIMENSIONAL FUND ADVISORS LP 4.2% 3,973,183 -7.4% 0.02% $79,779,609
STATE STREET CORP 3.7% 3,538,666 -0.86% 0% $71,056,413
Boston Trust Walden Corp 3.5% 3,305,134 -6.1% 0.5% $66,367,091
GEODE CAPITAL MANAGEMENT, LLC 2.5% 2,332,980 -0.16% 0% $46,853,344
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2.2% 2,124,640 +28% 0.12% $42,662,771
MORGAN STANLEY 2.1% 1,952,713 +159% 0% $39,210,512
FULLER & THALER ASSET MANAGEMENT, INC. 2% 1,908,919 -0.67% 0.13% $38,331,103
T. Rowe Price Investment Management, Inc. 2% 1,895,829 -26% 0.02% $38,069,000
SILVERCREST ASSET MANAGEMENT GROUP LLC 1.9% 1,847,928 +3.4% 0.26% $37,106,452
D. E. Shaw & Co., Inc. 1.7% 1,620,442 +294% 0.02% $32,538,475
River Road Asset Management, LLC 1.7% 1,586,490 0.35% $31,856,719
SHAPIRO CAPITAL MANAGEMENT LLC 1.5% 1,390,720 +101% 1.5% $27,925,658
Qube Research & Technologies Ltd 1.3% 1,277,338 -2.8% 0.04% $25,648,947
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 1,165,588 +11% 0% $23,405,007
WELLINGTON MANAGEMENT GROUP LLP 1.2% 1,133,324 -42% 0% $22,757,146
JANE STREET GROUP, LLC 1.1% 1,046,298 -50% 0.02% $21,009,664
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.1% 1,016,156 +13% 0.07% $20,404,412
GOLDMAN SACHS GROUP INC 1% 956,565 +51% 0% $19,207,825
NORTHERN TRUST CORP 0.96% 915,806 -2% 0% $18,389,386
TWO SIGMA INVESTMENTS, LP 0.95% 899,782 +131% 0.03% $18,067,623
AMERIPRISE FINANCIAL INC 0.89% 845,186 +11% 0% $16,971,335
BANK OF AMERICA CORP /DE/ 0.89% 841,803 +164% 0% $16,903,404

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 1,285,175 $18,437,892 +$5,929,360 $14.35 32
2025 Q4 88,036,213 $1,767,735,331 -$131,111,650 $20.08 267
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