Simply Good Foods Ownership | Who Owns Simply Good Foods?
Simply Good Foods Ownership Summary
Simply Good Foods is owned by 90.52% institutional investors, 7.56% insiders, and 1.92% retail investors. Blackrock is the largest institutional shareholder, holding 13.82% of SMPL shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 5.83% of its assets in Simply Good Foods shares.
SMPL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Simply Good Foods | 90.52% | 7.56% | 1.92% |
| Sector | Consumer Defensive Stocks | 52.71% | 13.91% | 33.39% |
| Industry | Packaged Foods Stocks | 58.38% | 13.93% | 27.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 13.82M | 13.82% | $499.34M |
| Vanguard group | 11.28M | 11.27% | $407.41M |
| Fmr | 4.27M | 4.27% | $154.41M |
| Capital world investors | 4.27M | 4.27% | $154.22M |
| Champlain investment partners | 3.91M | 3.91% | $141.20M |
| State street | 3.46M | 3.46% | $124.94M |
| T. rowe price investment management | 3.42M | 3.42% | $123.70M |
| Dimensional fund advisors lp | 3.22M | 3.22% | $116.47M |
| Boston trust walden | 3.03M | 3.02% | $118.17M |
| Wellington management group llp | 2.87M | 2.87% | $103.87M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Mccollum christoferson group | 132.70K | 1.43% | $4.79M |
| Moody aldrich partners | 141.41K | 1.02% | $5.51M |
| Champlain investment partners | 3.91M | 0.87% | $141.20M |
| Boston trust walden | 3.03M | 0.83% | $118.17M |
| Cohen capital management | 115.47K | 0.72% | $4.17M |
| Intrepid capital management | 22.28K | 0.51% | $804.94K |
| Silvercrest asset management group | 1.94M | 0.48% | $70.05M |
| Armistice capital | 957.16K | 0.44% | $34.58M |
| Schwartz investment counsel | 302.90K | 0.43% | $11.81M |
| Isam funds (uk) | 14.04K | 0.38% | $507.45K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 2.87M | 0.02% | 1.93M |
| Fmr | 4.27M | 0.01% | 1.07M |
| Norges bank | 1.02M | 0.01% | 1.02M |
| Armistice capital | 957.16K | 0.44% | 957.16K |
| T. rowe price investment management | 3.42M | 0.08% | 879.27K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital world investors | 4.27M | 0.03% | -1.63M |
| Congress asset management co /ma | 412.33K | 0.11% | -900.68K |
| Millennium management | 550.08K | 0.01% | -703.59K |
| Blackrock | 13.82M | 0.01% | -552.32K |
| Man group | - | - | -456.96K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.02M | 0.01% | 1.02M | $36.76M |
| Armistice capital | 957.16K | 0.44% | 957.16K | $34.58M |
| Woodline partners lp | 174.95K | 0.06% | 174.95K | $6.32M |
| Fil | 104.60K | 0.00% | 104.60K | $3.78M |
| Susquehanna fundamental investments | 83.56K | 0.07% | 83.56K | $3.02M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -2.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Mendota financial group | -10.00 |
| Gradient investments | -10.00 |
| Benjamin edwards | -16.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 276 | -1.78% | 90,453,586 | 1.55% | 90 | 1.14% | 130 | -5.80% | 106 | - |
| Jun 30, 2024 | 278 | -5.76% | 89,056,171 | 2.63% | 89 | 1.17% | 137 | -18.45% | 106 | 15.22% |
| Mar 31, 2024 | 295 | 7.66% | 86,776,139 | -1.62% | 87 | 1.11% | 168 | 15.07% | 92 | 1.10% |
| Dec 31, 2023 | 274 | 12.76% | 88,201,894 | 2.67% | 88 | 1.19% | 146 | 12.31% | 91 | 9.64% |
| Sep 30, 2023 | 243 | -2.80% | 85,907,576 | -2.96% | 86 | 1.09% | 130 | -1.52% | 83 | 5.06% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.89M | 5.83% | 2.63K |
| FullerThaler Behavioral Sm-Cp Eq R6 | 3.29M | 3.25% | 1.14M |
| FullerThaler Behavioral Small-Cap Equity | 3.29M | 3.25% | 1.14M |
| Vanguard Total Stock Mkt Idx Inv | 2.79M | 2.76% | 3.62K |
| American Funds SMALLCAP World A | 2.55M | 2.53% | -1.71M |
| iShares Russell 2000 ETF | 2.44M | 2.41% | -9.38K |
| Champlain Small Company Fund, LLC | 2.39M | 2.37% | -203.01K |
| Vanguard Small Cap Index | 2.30M | 2.27% | 24.35K |
| Strategic Advisers Fidelity US TtlStk | 1.87M | 1.85% | -74.40K |
| Vanguard Explorer Inv | 1.81M | 1.81% | -291.53K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 18, 2024 | KRAFT TIMOTHY RICHARD | Chf Legal & Corp. Affairs Of. | Sell | $2.89M |
| Nov 14, 2024 | Ratzan Brian K. | - | Sell | $1.87M |
| Nov 14, 2024 | Matthews Timothy Allen | VP, Controller and CAO | Sell | $198.69K |
| Nov 11, 2024 | KRAFT TIMOTHY RICHARD | Chief Legal Officer, Secretary | Sell | $774.18K |
| Nov 12, 2024 | SCALZO JOSEPH | - | Sell | $5.43M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 13 |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | 4 |
| 2023 Q4 | - | 6 |
SMPL Ownership FAQ
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