Who Owns The Simply Good Foods Company (SMPL)?Hedge Fund & Institutional Holders

$14.41+0.01 (+0.03%)Consumer DefensiveNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

Infinity%

QoQ Change in Holders

+7 / -2

Price History

$14.41$20.81$27.21$33.61$40.01Sep 24Jun 25Mar 26

SMPL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Boston Trust Walden CorpNew Position+3.3M+$66.4B
River Road Asset Management, LLCNew Position+1.6M+$31.9B
D. E. Shaw & Co., Inc.Increased+1.2M+$20.8B
BANK OF AMERICA CORP /DE/Increased+523K+$16.0B
PRINCIPAL FINANCIAL GROUP INCNew Position+561K+$11.3B
Assenagon Asset Management S.A.New Position+497K+$10.0B
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDNew Position+456K+$9.0B
TWO SIGMA INVESTMENTS, LPIncreased+510K+$8.3B
WINTON GROUP LtdNew Position+261K+$5.0B
SEIZERT CAPITAL PARTNERS, LLCNew Position+209K+$4.2B
BALYASNY ASSET MANAGEMENT L.P.Increased+318K+$4.1B
TWO SIGMA ADVISERS, LPIncreased+235K+$3.6B
XTX Topco LtdIncreased+215K+$3.3B
GOLDMAN SACHS GROUP INCIncreased+324K+$3.3B
Man Group plcIncreased+197K+$3.0B

SMPL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Champlain Investment Partners, LLCClosed Position-2.5M-$62.0B
JANE STREET GROUP, LLCDecreased-1.0M-$51.9B
Qube Research & Technologies LtdDecreased-36K-$32.6B
MARSHALL WACE, LLPDecreased-1.2M-$31.8B
DIMENSIONAL FUND ADVISORS LPDecreased-315K-$29.4B
WELLINGTON MANAGEMENT GROUP LLPDecreased-813K-$27.3B
MILLENNIUM MANAGEMENT LLCDecreased-1.0M-$26.9B
FRANKLIN RESOURCES INCDecreased-905K-$23.0B
ROYAL BANK OF CANADADecreased-733K-$19.0B
CONGRESS ASSET MANAGEMENT COClosed Position-409K-$10.2B
FULLER & THALER ASSET MANAGEMENT, INC.Decreased-13K-$9.7B
UBS Group AGDecreased-359K-$9.5B
NORTHERN TRUST CORPDecreased-18K-$8.2B
Freestone Grove Partners LPDecreased-296K-$8.1B
BARCLAYS PLCDecreased-262K-$8.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1DIMENSIONAL FUND ADVISORS LP3,730,477$74.0B15.52%Share
2FMR LLC3,235,908$64.0B3.26%Share
3WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC2,124,640$42.7B119.00%Share
4Boston Trust Walden Corp1,961,674$39.4B297.29%Share
5FULLER & THALER ASSET MANAGEMENT, INC.1,908,919$38.0B130.57%Share
6SILVERCREST ASSET MANAGEMENT GROUP LLC1,847,928$37.0B254.30%Share
7River Road Asset Management, LLC1,586,490$31.9B349.41%Share
8D. E. Shaw & Co., Inc.1,576,337$31.0B16.99%Share
9FMR LLC1,527,436$30.0B1.53%Share
10Boston Trust Walden Corp1,343,460$27.0B203.60%Share
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,165,588$23.0B3.57%Share
12TWO SIGMA INVESTMENTS, LP899,782$18.0B25.39%Share
13WELLINGTON MANAGEMENT GROUP LLP856,342$17.0B2.98%Share
14AMERIPRISE FINANCIAL INC836,140$16.0B3.62%Share
15BALYASNY ASSET MANAGEMENT L.P.798,836$16.0B20.31%Share
16NORTHERN TRUST CORP781,140$15.0B1.91%Share
17FMR LLC712,586$14.0B0.71%Share
18GOLDMAN SACHS GROUP INC603,412$12.0B1.48%Share
19BANK OF AMERICA CORP /DE/609,957$12.0B0.87%Share
20PRINCIPAL FINANCIAL GROUP INC556,391$11.2B5.70%Share
21ARROWSTREET CAPITAL, LIMITED PARTNERSHIP526,537$10.0B5.86%Share
22Assenagon Asset Management S.A.496,513$10.0B13.72%Share
23HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND456,468$9.0B15.05%Share
24RENAISSANCE TECHNOLOGIES LLC456,212$9.0B13.96%Share
25Jump Financial, LLC447,600$8.0B98.28%Share
26Nuveen, LLC408,696$8.0B2.09%Share
27TWO SIGMA ADVISERS, LP411,000$8.0B15.55%Share
28GOLDMAN SACHS GROUP INC353,153$7.0B0.86%Share
29Invesco Ltd.330,583$6.6B1.02%Share
30PUBLIC SECTOR PENSION INVESTMENT BOARD317,972$6.0B20.15%Share
31WINTON GROUP Ltd260,704$5.0B0.17%Share
32RHUMBLINE ADVISERS257,530$5.0B4.04%Share
33SEIZERT CAPITAL PARTNERS, LLC208,597$4.2B0.18%Share
34XTX Topco Ltd242,180$4.0B0.11%Share
35Man Group plc236,931$4.0B6.80%Share
36MILLENNIUM MANAGEMENT LLC228,461$4.0B1.68%Share
37Nuveen, LLC204,895$4.0B1.05%Share
38CONNORS INVESTOR SERVICES INC188,915$3.8B0.33%Share
39BARCLAYS PLC165,187$3.0B0.72%Share
40New Age Alpha Advisors, LLC173,414$3.0B0.13%Share
41JPMORGAN CHASE & CO153,221$3.0B0.19%Share
42DIMENSIONAL FUND ADVISORS LP195,797$3.0B0.63%Share
43VICTORY CAPITAL MANAGEMENT INC156,353$3.0B1.69%Share
44Swiss National Bank188,300$3.0B1.79%Share
45CITADEL ADVISORS LLC172,772$3.0B0.45%Share
46Holocene Advisors, LP158,824$3.0B6.30%Share
47Edgestream Partners, L.P.172,717$3.0B0.08%Share
48Nuveen, LLC192,788$3.0B0.79%Share
49Madison Asset Management, LLC144,519$2.9B33.36%Share
50State of New Jersey Common Pension Fund D109,541$2.2B7.95%Share

SMPL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025265$783.8B+41
Q3 2025224$996.6B-37
Q2 2025261$1.5T-32
Q1 2025293$2.1T+32
Q4 2024261$3.4T+38
Q3 2024223$47.7T-7
Q2 2024230$93.1T-1
Q1 2024231$364.1T—

Similar Stocks by Institutional Ownership

WMT

Walmart Inc.

COST

Costco Wholesale Corporation

PG

The Procter & Gamble Company

KO

The Coca-Cola Company

PM

Philip Morris International Inc.

PEP

PepsiCo, Inc.

UL

Unilever PLC

BUD

Anheuser-Busch InBev SA/NV

As of Q4 2025, 50 institutional investors hold SMPL (The Simply Good Foods Company). The largest holder is DIMENSIONAL FUND ADVISORS LP with $74.0B in shares. This quarter, 7 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own SMPL?

As of Q4 2025, 50 institutional investors report holding SMPL (The Simply Good Foods Company) in their 13F filings.

Who is the largest institutional holder of SMPL?

The largest institutional holder of SMPL is DIMENSIONAL FUND ADVISORS LP with $74.0B in shares.

Is institutional ownership of SMPL increasing or decreasing?

This quarter, 7 institutions opened new positions in SMPL and 2 closed their positions.