Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SMPL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 13.1M | $187.7M | -5.3% | 13.115% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.6M | $79.8M | — | 5.579% | 0.00% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 3.8M | $54.1M | — | 3.781% | 0.00% |
| 4 | Boston Trust Walden Corp | 3.6M | $52.2M | +10.0% | 3.645% | 0.43% |
| 5 | STATE STREET CORP | 3.4M | $48.3M | -4.8% | 3.378% | 0.00% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 3.0M | $43.1M | -24.3% | 3.014% | 0.01% |
| 7 | River Road Asset Management, LLC | 3.0M | $43.0M | +89.0% | 3.007% | 0.49% |
| 8 | FMR LLC | 2.8M | $40.5M | -48.7% | 2.828% | 0.00% |
| 9 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 2.3M | $32.3M | +21.9% | 2.259% | 0.23% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2.2M | $31.6M | -5.5% | 2.210% | 0.00% |
| 11 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.9M | $27.5M | +0.3% | 1.919% | 0.09% |
| 12 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.9M | $27.4M | -10.1% | 1.916% | 0.09% |
| 13 | MORGAN STANLEY | 1.6M | $22.4M | -20.1% | 1.565% | 0.00% |
| 14 | WELLINGTON MANAGEMENT GROUP LLP | 1.5M | $21.8M | +34.3% | 1.526% | 0.00% |
| 15 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.5M | $21.1M | +179.7% | 1.477% | 0.01% |
| 16 | AMERIPRISE FINANCIAL INC | 1.3M | $18.1M | +49.0% | 1.263% | 0.00% |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $17.4M | +4.0% | 1.215% | 0.00% |
| 18 | BROWN ADVISORY INC | 1.2M | $16.6M | — | 1.163% | 0.03% |
| 19 | OAKTREE CAPITAL MANAGEMENT LP | 1.1M | $16.2M | — | 1.132% | 0.28% |
| 20 | BANK OF AMERICA CORP /DE/ | 1.0M | $14.9M | +23.6% | 1.043% | 0.00% |
| 21 | Qube Research & Technologies Ltd | 972K | $14.0M | -23.9% | 0.975% | 0.02% |
| 22 | GOLDMAN SACHS GROUP INC | 916K | $13.2M | -4.2% | 0.919% | 0.00% |
| 23 | NORTHERN TRUST CORP | 870K | $12.5M | -5.0% | 0.872% | 0.00% |
| 24 | Man Group plc | 832K | $11.9M | +251.3% | 0.835% | 0.02% |
| 25 | UBS Group AG | 811K | $11.6M | +591.8% | 0.813% | 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.
Filings activity in SMPL during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 273 | +2.2% | 94.14% | 39.66 pp | $1.18B | 30% |
| Q4 2025 | 267 | 8.2% | 133.80% | 39.31 pp | $1.68B | 23% |
| Q3 2025 | 291 | 5.8% | 173.11% | 26.88 pp | $2.17B | 23% |
| Q2 2025 | 309 | +6.9% | 199.99% | +0.00 pp | $2.80B | 3.4% |
| Q1 2025 | 289 | +6.3% | 199.99% | +0.00 pp | $2.90B | 15% |
| Q4 2024 | 272 | +2.3% | 199.99% | +0.00 pp | $3.41B | +20% |
| Q3 2024 | 266 | 1.8% | 199.99% | +0.00 pp | $2.85B | 5.3% |
| Q2 2024 | 271 | — | 199.99% | — | $3.01B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Apr 23, 2026 | KILTS JAMES M | Buy | 80K | $12.39 | $991K |
Quick answers to the most common questions about buying SMPL stock.
Based on Q1 2026 13F filings, institutional ownership of The Simply Good Foods Company stands at 94.1%, held across 273 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SMPL, with approximately 13,079,538 shares worth $0.19B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of SMPL.
Our composite Smart Money Score for SMPL is 28 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
67 institutions opened new positions in SMPL during Q1 2026, while 61 fully exited. 61 added to existing positions and 142 trimmed.
SMPL institutional ownership fell by 39.66 percentage points quarter-over-quarter, with a net change of +6 holders.
The top 10 institutions account for 51.9% of all reported 13F value in SMPL, and the top 25 account for 74.5%.
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