SMPL Institutional Ownership & Shareholders
SIMPLY GOOD FOODS CO/THE (SMPL) is currently held by 280 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.44B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of SMPL tracked by InsiderSet, reporting ownership valued at approximately $373.47M in its March 31, 2025 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $130.48M, representing an estimated loss of -65.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed SMPL value among the investors covered in this analysis. Major shareholders include Fmr Llc, Blackrock, Inc., Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in SIMPLY GOOD FOODS CO/THE (SMPL).
This page ranks the largest institutional SMPL shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
280
Total Reported Value
$1.44B
Largest Holder
Fmr Llc
Largest Position
$373.47M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.02% | 10,828,293 | $373,467,832 | $130,480,931 | -$242,986,901 | -65.06% | |
| Blackrock, Inc. | 0.00% | 13,622,948 | $180,912,754 | $164,156,523 | -$16,756,231 | -9.26% | |
| Vanguard Portfolio Management Llc | 0.00% | 5,507,075 | $73,133,956 | $66,360,254 | -$6,773,702 | -9.26% | |
| Vanguard Capital Management Llc | 0.00% | 3,699,509 | $49,129,480 | $44,579,083 | -$4,550,397 | -9.26% | |
| State Street Corp | 0.00% | 3,452,116 | $45,844,100 | $41,597,998 | -$4,246,102 | -9.26% | |
| Norges Bank | 0.00% | 3,021,177 | $40,121,231 | $36,405,183 | -$3,716,048 | -9.26% | |
| River Road Asset Management, Llc | 0.38% | 2,577,795 | $34,233,118 | $31,062,430 | -$3,170,688 | -9.26% | |
| Silvercrest Asset Management Group Llc | 0.22% | 2,535,192 | $33,667,378 | $30,549,064 | -$3,118,314 | -9.26% | |
| T. Rowe Price Investment Management, Inc. | 0.02% | 2,529,282 | $33,589,000 | $30,477,848 | -$3,111,152 | -9.26% | |
| Goldman Sachs Group Inc | 0.00% | 2,419,092 | $32,125,542 | $29,150,059 | -$2,975,483 | -9.26% | |
| Morgan Stanley | 0.00% | 2,275,605 | $30,220,043 | $27,421,040 | -$2,799,003 | -9.26% | |
| Brown Advisory Inc | 0.04% | 2,121,931 | $28,179,249 | $25,569,269 | -$2,609,980 | -9.26% | |
| Aqr Capital Management Llc | 0.01% | 1,896,121 | $25,180,487 | $22,848,258 | -$2,332,229 | -9.26% | |
| Geode Capital Management, Llc | 0.00% | 2,342,774 | $22,236,407 | $28,230,427 | +$5,994,020 | +26.96% | |
| Charles Schwab Investment Management Inc | 0.00% | 1,367,110 | $18,155,221 | $16,473,676 | -$1,681,545 | -9.26% | |
| Boston Trust Walden Corp | 0.13% | 1,694,396 | $16,079,818 | $20,417,472 | +$4,337,654 | +26.98% | |
| Hotchkis & Wiley Capital Management Llc | 0.05% | 1,204,250 | $15,992,440 | $14,511,213 | -$1,481,228 | -9.26% | |
| Oaktree Capital Management | Howard Marks | 0.30% | 1,203,889 | $15,987,645 | $14,506,862 | -$1,480,783 | -9.26% |
| Federated Hermes, Inc. | 0.02% | 1,099,166 | $14,596,924 | $13,244,950 | -$1,351,974 | -9.26% | |
| Balyasny Asset Management L.P. | 0.03% | 1,056,124 | $14,025,327 | $12,726,294 | -$1,299,033 | -9.26% | |
| Northern Trust Corp | 0.00% | 926,416 | $12,302,804 | $11,163,313 | -$1,139,491 | -9.26% | |
| Hrt Financial Lp | 0.02% | 911,007 | $12,098,000 | $10,977,634 | -$1,120,366 | -9.26% | |
| Ubs Group Ag | 0.00% | 910,565 | $12,092,303 | $10,972,308 | -$1,119,995 | -9.26% | |
| Walleye Capital Llc | 0.05% | 811,527 | $10,777,079 | $9,778,900 | -$998,179 | -9.26% | |
| Two Sigma Investments, Lp | 0.01% | 795,482 | $10,564,001 | $9,585,558 | -$978,443 | -9.26% | |
| Assenagon Asset Management S.A. | 0.01% | 1,112,684 | $10,559,371 | $13,407,842 | +$2,848,471 | +26.98% | |
| Counterpoint Mutual Funds Llc | 0.80% | 978,657 | $9,287,455 | $11,792,817 | +$2,505,362 | +26.98% | |
| Edgestream Partners, L.P. | 0.22% | 570,207 | $7,572,349 | $6,870,994 | -$701,355 | -9.26% | |
| Jpmorgan Chase & Co | 0.00% | 572,097 | $7,568,179 | $6,893,769 | -$674,410 | -8.91% | |
| Vanguard Fiduciary Trust Co | 0.00% | 554,631 | $7,365,500 | $6,683,304 | -$682,196 | -9.26% | |
| D. E. Shaw & Co., Inc. | 0.00% | 549,513 | $7,297,533 | $6,621,632 | -$675,901 | -9.26% | |
| Handelsbanken Fonder Ab | 0.02% | 546,547 | $7,258,000 | $6,585,891 | -$672,109 | -9.26% | |
| Invesco Ltd. | 0.00% | 527,875 | $7,010,181 | $6,360,894 | -$649,287 | -9.26% | |
| Bank Of America Corp | 0.00% | 504,098 | $6,694,421 | $6,074,381 | -$620,040 | -9.26% | |
| Prudential Financial Inc | 0.01% | 448,405 | $5,954,818 | $5,403,280 | -$551,538 | -9.26% | |
| Jupiter Asset Management Ltd | 0.03% | 421,245 | $5,594,134 | $5,076,002 | -$518,132 | -9.26% | |
| Man Group Plc | 0.01% | 412,418 | $5,476,911 | $4,969,637 | -$507,274 | -9.26% | |
| Pacer Advisors, Inc. | 0.01% | 409,677 | $5,441,000 | $4,936,608 | -$504,392 | -9.27% | |
| Castleknight Management Lp | 0.19% | 391,500 | $5,199,120 | $4,717,575 | -$481,545 | -9.26% | |
| Bank Of New York Mellon Corp | 0.00% | 541,127 | $5,135,290 | $6,520,580 | +$1,385,290 | +26.98% | |
| Wells Fargo & Company/Mn | 0.00% | 385,773 | $5,123,065 | $4,648,565 | -$474,500 | -9.26% | |
| Dimensional Fund Advisors Lp | 0.00% | 535,434 | $5,081,770 | $6,451,980 | +$1,370,210 | +26.96% | |
| Citigroup Inc | 0.00% | 522,828 | $4,961,637 | $6,300,077 | +$1,338,440 | +26.98% | |
| Jane Street Group, Llc | 0.00% | 349,864 | $4,646,194 | $4,215,861 | -$430,333 | -9.26% | |
| First Trust Advisors Lp | 0.00% | 339,804 | $4,512,597 | $4,094,638 | -$417,959 | -9.26% | |
| Creative Planning | 0.00% | 443,294 | $4,206,860 | $5,341,693 | +$1,134,833 | +26.98% | |
| Aquatic Capital Management Llc | 0.14% | 303,592 | $4,031,702 | $3,658,284 | -$373,418 | -9.26% | |
| Quantinno Capital Management Lp | 0.00% | 296,124 | $3,932,527 | $3,568,294 | -$364,233 | -9.26% | |
| Nuveen, Llc | 0.00% | 291,166 | $3,866,684 | $3,508,550 | -$358,134 | -9.26% | |
| Public Sector Pension Investment Board | 0.01% | 285,986 | $3,797,894 | $3,446,131 | -$351,763 | -9.26% |
Frequently asked questions about SMPL
Who are the largest institutional holders of SMPL?
The largest institutional holders of SMPL reported in the latest SEC Form 13F filings include Fmr Llc, Blackrock, Inc., Vanguard Portfolio Management Llc, Vanguard Capital Management Llc, and State Street Corp. InsiderSet ranks institutional holders by their latest reported SMPL position.
What is SMPL institutional ownership?
This page tracks SMPL positions reported by institutional investment managers through SEC Form 13F. SIMPLY GOOD FOODS CO/THE (SMPL) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SMPL?
InsiderSet currently tracks 280 institutional managers reporting SMPL holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SMPL shareholders.
How much SMPL stock do institutions own?
Institutional investment managers disclosed approximately $1.44B in SMPL holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SMPL institutional ownership last updated?
The latest SMPL institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SMPL holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SMPL position after the reporting date.
Are institutions buying or selling SMPL?
Institutional buying and selling can be analyzed by comparing SMPL positions across consecutive 13F reporting periods. InsiderSet's SMPL Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMPL ownership changes.
How has SMPL institutional ownership changed over time?
InsiderSet tracks SMPL institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.