Simply Good Foods Ownership | Who Owns Simply Good Foods?
Simply Good Foods Ownership Summary
Simply Good Foods is owned by 41.96% institutional investors, 8.94% insiders, and 49.10% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.99% of SMPL shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.02% of its assets in Simply Good Foods shares.
SMPL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Simply Good Foods | 41.96% | 8.94% | 49.10% |
| Sector | Consumer Defensive Stocks | 33.19% | 16.40% | 50.41% |
| Industry | Packaged Foods Stocks | 35.26% | 16.53% | 48.21% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 13.82M | 13.99% | $277.48M |
| Blackrock | 13.82M | 13.82% | $499.34M |
| Vanguard group | 10.63M | 10.77% | $213.48M |
| Fmr | 6.96M | 6.90% | $172.83M |
| Dimensional fund advisors lp | 3.97M | 4.02% | $79.78M |
| State street | 3.57M | 3.54% | $88.59M |
| Boston trust walden | 3.31M | 3.35% | $66.37M |
| T. rowe price investment management | 2.57M | 2.55% | $63.78M |
| Geode capital management | 2.33M | 2.36% | $46.85M |
| William blair investment management | 2.12M | 2.15% | $42.66M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Kestrel investment management | 135.57K | 1.54% | $2.72M |
| Savoir faire capital management | 96.70K | 0.92% | $1.94M |
| Shapiro capital management | 691.98K | 0.74% | $17.17M |
| Benchstone capital management lp | 180.90K | 0.61% | $4.49M |
| Boston trust walden | 3.31M | 0.50% | $66.37M |
| Clark estates inc/ny | 92.30K | 0.45% | $1.85M |
| Connors investor services | 188.91K | 0.33% | $3.79M |
| Edgestream partners | 428.67K | 0.31% | $10.64M |
| Silvercrest asset management group | 1.79M | 0.29% | $44.36M |
| Scientech research | 29.09K | 0.25% | $722.04K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | 1.28M | 0.03% | 1.28M |
| Morgan stanley | 1.95M | 0.00% | 1.20M |
| Voloridge investment management | 902.40K | 0.08% | 799.98K |
| Qube research | 1.31M | 0.03% | 715.11K |
| Royal bank of canada | 765.04K | 0.00% | 697.69K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 6.96M | 0.01% | -4.22M |
| Wellington management group llp | 1.95M | 0.01% | -3.40M |
| Capital world investors | - | - | -2.55M |
| Champlain investment partners | - | - | -2.50M |
| T. rowe price investment management | 2.57M | 0.04% | -1.93M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Marshall wace, llp | 1.28M | 0.03% | 1.28M | $31.82M |
| Shapiro capital management | 691.98K | 0.74% | 691.98K | $17.17M |
| Assenagon asset management | 496.51K | 0.01% | 496.51K | $9.97M |
| Winton group | 260.70K | 0.18% | 260.70K | $5.23M |
| Trexquant investment lp | 243.01K | 0.06% | 243.01K | $6.03M |
Sold Out
| Holder | Change |
|---|---|
| Tfo-tdc | -2.00 |
| Hfm investment advisors | -3.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Annis gardner whiting capital advisors | -5.00 |
| Sjs investment consulting | -8.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 134 | -56.07% | 41,437,069 | -55.35% | 41 | 0.50% | 85 | -46.88% | 39 | -63.21% |
| Sep 30, 2025 | 127 | -59.81% | 23,668,191 | -75.30% | 23 | 0.26% | 55 | -66.87% | 53 | -52.25% |
| Jun 30, 2025 | 314 | 6.08% | 95,721,922 | 1.15% | 94 | 1.08% | 165 | 4.43% | 110 | 7.84% |
| Mar 31, 2025 | 297 | 5.69% | 94,697,411 | -0.96% | 93 | 1.03% | 162 | 4.52% | 100 | 8.70% |
| Dec 31, 2024 | 260 | -5.80% | 88,416,154 | -2.25% | 88 | 1.07% | 137 | 5.38% | 89 | -16.04% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.57M | 6.02% | -498.83K |
| Vanguard Total Stock Mkt Idx Inv | 2.89M | 3.12% | 10.31K |
| Vanguard US Total Market Shares ETF | 2.82M | 2.79% | 2.66K |
| American Funds SMALLCAP World A | 2.55M | 2.53% | -1.71M |
| Vanguard Explorer Inv | 2.50M | 2.49% | - |
| iShares Russell 2000 ETF | 2.24M | 2.41% | 279.26K |
| Vanguard Small Cap Index | 2.04M | 2.20% | 483.00 |
| FullerThaler Behavioral Sm-Cp Eq R6 | 1.83M | 1.98% | -924.20K |
| FullerThaler Behavioral Small-Cap Equity | 1.83M | 1.98% | -924.20K |
| Champlain Small Company Fund, LLC | 1.68M | 1.67% | -5.10K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 17, 2025 | Clawson Michael L | Chief Commercial Officer | Buy | $100.00K |
| Nov 11, 2025 | Matthews Timothy Allen | VP, Controller and CAO | Sell | $114.05K |
| Nov 06, 2025 | Bealer Christopher J | Chief Financial Officer | Buy | $199.02K |
| Jul 23, 2025 | Tanner Geoff E | President and CEO | Buy | $200.30K |
| Apr 11, 2025 | Heflin Stuart E. Jr. | SVP & General Manager, Quest | Sell | $186.26K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2028 Q2 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | - |
| 2024 Q4 | - | 13 |
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