Who owns SMPL?
Institutional ownership of The Simply Good Foods Company from Form 13F, Q2 2026
299 institutional managers reported holding The Simply Good Foods Company (SMPL) in Form 13F filings for Q2 2026, with 85,975,270 shares worth $1.1B. The largest reported holder was BlackRock, Inc. Managers that filed both quarters cut a net 2,955,509 shares (-3.3%). 76 opened new positions and 51 sold out.
- Funds holding
- 299
- Value held
- $1.1B
- New / sold out
- 76 / 51
- Net shares, same filers
- -3.3%
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Largest holders of SMPL
| Fund | Value | Share of 13F holdings | Shares | Move |
|---|---|---|---|---|
| BlackRock, Inc. | $181M | 15.8% | 13,622,948 | Added |
| Vanguard Portfolio Management LLC | $73.1M | 6.4% | 5,507,075 | Trimmed |
| Vanguard Capital Management LLC | $49.1M | 4.3% | 3,699,509 | Trimmed |
| State Street Corp | $45.8M | 4.0% | 3,452,116 | Added |
| Norges Bank | $40.1M | 3.5% | 3,021,177 | New |
| Geode Capital Management, LLC | $37.3M | 3.3% | 2,810,352 | Added |
| River Road Asset Management, LLC | $34.2M | 3.0% | 2,577,795 | Trimmed |
| Silvercrest Asset Management Group LLC | $33.7M | 2.9% | 2,535,192 | Added |
| T. Rowe Price Investment Management, Inc. | $33.6M | 2.9% | 2,529,282 | Added |
| Goldman Sachs Group Inc | $32.1M | 2.8% | 2,419,092 | Added |
| Morgan Stanley | $30.2M | 2.6% | 2,275,605 | Added |
| Brown Advisory Inc | $28.2M | 2.5% | 2,121,931 | Added |
| LSV Asset Management | $27.3M | 2.4% | 2,057,900 | Unchanged |
| AQR Capital Management LLC | $25.2M | 2.2% | 1,896,121 | Added |
| Boston Trust Walden Corp | $23.7M | 2.1% | 1,787,765 | Trimmed |
| Charles Schwab Investment Management Inc | $18.2M | 1.6% | 1,367,110 | Added |
| Hotchkis & Wiley Capital Management LLC | $16.0M | 1.4% | 1,204,250 | Added |
| Oaktree Capital Management LP | $16.0M | 1.4% | 1,203,889 | Added |
| Federated Hermes, Inc. | $14.6M | 1.3% | 1,099,166 | Added |
| Dimensional Fund Advisors LP | $14.4M | 1.3% | 1,084,857 | Trimmed |
| Balyasny Asset Management L.P. | $14.0M | 1.2% | 1,056,124 | Added |
| Northern Trust Corp | $12.3M | 1.1% | 926,416 | Added |
| HRT Financial LP | $12.1M | 1.1% | 911,007 | Added |
| UBS Group AG | $12.1M | 1.1% | 910,565 | Added |
| Walleye Capital LLC | $10.8M | 0.9% | 811,527 | Added |
Share of 13F holdings is each fund's shares as a share of the 85,975,270 SMPL shares all 13F filers reported, not of shares outstanding.
Biggest buyers in Q2 2026
- Norges Bank New+$40.1M
- Goldman Sachs Group Inc Added+$20.0M
- AQR Capital Management LLC Added+$17.6M
- Balyasny Asset Management L.P. Added+$13.7M
- Brown Advisory Inc Added+$12.8M
- T. Rowe Price Investment Management, Inc. Added+$11.5M
- Federated Hermes, Inc. Added+$10.9M
- Two Sigma Investments, LP New+$10.6M
- Morgan Stanley Added+$9.5M
- Geode Capital Management, LLC Added+$8.0M
Biggest sellers in Q2 2026
- FMR LLC Trimmed-$29.5M
- Fuller & Thaler Asset Management, Inc. Sold out-$27.5M
- William Blair Investment Management, LLC Sold out-$27.4M
- Dimensional Fund Advisors LP Trimmed-$25.5M
- Boston Trust Walden Corp Trimmed-$24.5M
- Wellington Management Group LLP Sold out-$21.8M
- Arrowstreet Capital, Limited Partnership Sold out-$21.1M
- Qube Research & Technologies Ltd Sold out-$14.0M
- Ameriprise Financial Inc Trimmed-$13.1M
- Price T Rowe Associates Inc Trimmed-$11.0M
The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $279M and sold $330M; 98 added and 87 trimmed.
Schedule 13D and 13G filings on SMPL
Owners of more than 5% must file within days, so these can be newer than the 13F data.
- 2025-08-12WELLINGTON MANAGEMENT GROUP LLP SCHEDULE 13G filed by The Simply Good Foods CompanySchedule 13G
- 2025-02-12FMR LLC SCHEDULE 13G filed by The Simply Good Foods CompanySchedule 13G
Questions about SMPL ownership
- Who owns SMPL stock?
- 299 institutional investment managers reported SMPL positions in their Form 13F filings for Q2 2026, holding 85,975,270 shares worth $1.1B in total. BlackRock, Inc. reported the largest position.
- Are funds buying or selling SMPL?
- In Q2 2026, 76 managers opened new SMPL positions, 98 added, 87 trimmed and 51 sold out. Managers that filed in both quarters sold a net 2,955,509 shares.
- How current is this SMPL institutional ownership data?
- It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to SMPL by CUSIP. Options are left out. SMPL news and filings · SMPL insider trades · Top funds