| 0.00% |
| 4 | STATE STREET CORP | 3.5M | $45.8M | +2.5% | 3.903% | 0.00% |
| 5 | NORGES BANK | 3.0M | $40.1M | — | 3.416% | 0.00% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.8M | $37.3M | +27.5% | 3.178% | 0.00% |
| 7 | River Road Asset Management, LLC | 2.6M | $34.2M | -14.1% | 2.915% | 0.38% |
| 8 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 2.5M | $33.7M | +12.5% | 2.866% | 0.22% |
| 9 | GOLDMAN SACHS GROUP INC | 2.4M | $32.1M | +164.0% | 2.735% | 0.00% |
| 10 | MORGAN STANLEY | 2.3M | $30.2M | +45.8% | 2.573% | 0.00% |
| 11 | BROWN ADVISORY INC | 2.1M | $28.2M | +83.0% | 2.399% | 0.04% |
| 12 | AQR CAPITAL MANAGEMENT LLC | 1.9M | $25.2M | +230.6% | 2.144% | 0.01% |
| 13 | Boston Trust Walden Corp | 1.8M | $23.7M | -50.8% | 2.021% | 0.18% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4M | $18.2M | +12.8% | 1.546% | 0.00% |
| 15 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.2M | $16.0M | +54.0% | 1.362% | 0.05% |
| 16 | OAKTREE CAPITAL MANAGEMENT LP | 1.2M | $16.0M | +6.6% | 1.361% | 0.22% |
| 17 | FEDERATED HERMES, INC. | 1.1M | $14.6M | +293.4% | 1.243% | 0.02% |
| 18 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $14.4M | -63.9% | 1.227% | 0.00% |
| 19 | BALYASNY ASSET MANAGEMENT L.P. | 1.1M | $14.0M | +4233.7% | 1.194% | 0.02% |
| 20 | NORTHERN TRUST CORP | 926K | $12.3M | +6.5% | 1.048% | 0.00% |
| 21 | UBS Group AG | 911K | $12.1M | +12.3% | 1.030% | 0.00% |
| 22 | Walleye Capital LLC | 833K | $11.1M | +52.7% | 0.942% | 0.04% |
| 23 | TWO SIGMA INVESTMENTS, LP | 795K | $10.6M | — | 0.899% | 0.01% |
| 24 | D. E. Shaw & Co., Inc. | 629K | $8.3M | +67.1% | 0.711% | 0.00% |
| 25 | FMR LLC | 600K | $8.0M | -78.7% | 0.679% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SMPL — a direct measure of their conviction.
| 104.57% |
| 2.74 pp |
| $2.90B |
| 15% |
| Q4 2024 | 272 | +2.3% | 107.31% | +5.67 pp | $3.41B | +20% |
| Q3 2024 | 266 | — | 101.64% | — | $2.85B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
72 institutions opened new positions in SMPL during Q2 2026, while 52 fully exited. 87 added to existing positions and 132 trimmed.
SMPL institutional ownership fell by 4.07 percentage points quarter-over-quarter, with a net change of +21 holders.
The top 10 institutions account for 53.0% of all reported 13F value in SMPL, and the top 25 account for 75.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
The Simply Good Foods Company (SMPL) Institutional Ownership