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Simply Good Foods Co · 13F filings

SMPL Institutional Ownership

Holdings as of Jun 30, 2026From SEC Form 13FUpdated

Who owns Simply Good Foods Co and what the big funds did with it last quarter, from every SEC 13F filing. 299 funds reported holding SMPL at Jun 30, 2026, together owning 99.0% of the company.

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Fund sentiment
Neutral
Strongly bearishNeutralStrongly bullish
  • ▲173 buying vs 140 selling
  • ▼Held by funds -4.1 pts
  • ▲Funds holding +22
  • ▼Superinvestors: 2 added, 3 cut
  • ●Put/call not meaningful

What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.

Funds holding299+22 vs Q1 2026
Held by funds99.0%−4.1 pts
Value held$1.1B86M shares
Put/call ratio11.94up from 2.24

Funds holding and ownership

8 quarters
Q3 2024: 272 fundsQ3 '24Q4 2024: 279 fundsQ4 '24Q1 2025: 295 fundsQ1 '25Q2 2025: 312 fundsQ2 '25Q3 2025: 301 fundsQ3 '25Q4 2025: 267 fundsQ4 '25Q1 2026: 277 fundsQ1 '26Q2 2026: 299 fundsQ2 '2699.0% owned
Funds holdingHeld by funds %

Quarter over quarter

all 13F filers
Q2 2026This quarterQ1 2026Change
Funds holding299277+7.9%
In funds' top 1010–
13F shares86M89.5M−4.0%
Held by funds99.0%103.1%−4.1 pts
New positions7561+23.0%
Increased98980.0%
Reduced8890−2.2%
Sold out5255−5.5%
Calls (shares)7,8007,8000.0%
Puts (shares)93K18K+432.0%
Put/call ratio11.942.24+432.0%

Buyers vs sellers

adding or new vs cutting or sold out
Q4 2024: 143 buyingQ4 2024: 129 sellingQ4 '24Q1 2025: 157 buyingQ1 2025: 139 sellingQ1 '25Q2 2025: 164 buyingQ2 2025: 139 sellingQ2 '25Q3 2025: 158 buyingQ3 2025: 167 sellingQ3 '25Q4 2025: 144 buyingQ4 2025: 175 sellingQ4 '25Q1 2026: 159 buyingQ1 2026: 145 sellingQ1 '26Q2 2026: 173 buyingQ2 2026: 140 sellingQ2 '26
Buying 173Selling 140latest quarter

Superinvestors in SMPL

All superinvestors →

Who owns SMPL

share of fund held shares
  • Index and passive funds40.0%
  • Active managers and hedge funds42.8%
  • Banks and brokers12.6%
  • Pensions, insurers and other4.7%

The top 10 holders own 49.1% of all SMPL shares that funds reported. Groups are our own grouping of filers by name.

Put/call ratio

funds' options, market makers left out
1.00Q3 2024: 0.35Q3 '24Q4 2024: 0.00Q4 '24Q1 2025: 0.32Q1 '25Q2 2025: 0.27Q2 '25Q3 2025: 0.10Q3 '25Q4 2025: 0.03Q4 '25Q1 2026: 2.24Q1 '26Q2 2026: 11.94Q2 '2611.94

Above 1 means funds hold more puts than calls, a sign of hedging or bets on a fall. Options are valued at the underlying shares.

Filed so far for Q3 2026

82 funds changed their position

🔒 Free account: see all 20.

Top holders

Q2 2026
#FundOf companySharesValueChange
1BlackRock, Inc.15.68%13.6M$181M+543K
2Vanguard Portfolio Management LLC6.34%5.5M$73.1M−57K
3Vanguard Capital Management LLC4.26%3.7M$49.1M−72K
4State Street Corp3.97%3.5M$45.8M+84K
5Norges Bank3.48%3M$40.1M+3M
6Geode Capital Management, LLC3.24%2.8M$37.3M+606K
7River Road Asset Management, LLC2.97%2.6M$34.2M−422K
8Silvercrest Asset Management Group LLC2.92%2.5M$33.7M+282K
9T. Rowe Price Investment Management, Inc.2.91%2.5M$33.6M+869K
10Goldman Sachs Group Inc2.78%2.4M$32.1M+1.5M
🔒 15 more top holders. Create a free account or sign in to see them.
Biggest buyers
Biggest sellers

SMPL institutional ownership FAQ

Who owns the most SMPL stock?

In Q2 2026 13F filings the largest holder of SMPL was BlackRock, Inc., followed by Vanguard Portfolio Management LLC and Vanguard Capital Management LLC. Index fund managers are usually the biggest holders of large companies.

What percentage of SMPL is owned by institutions?

Funds that file 13F reports held 99.0% of SMPL's shares at Jun 30, 2026, compared with 103.1% a quarter earlier. That counts every manager with more than $100 million in US stocks.

Are hedge funds buying SMPL?

In Q2 2026, 173 funds bought SMPL (75 of them new positions) and 140 sold (52 sold out completely). Among well known investors, 2 added and 3 cut. Our fund sentiment for SMPL is neutral.

What is SMPL's institutional put/call ratio?

Funds reported $1.2M of SMPL puts against $104K of calls, a put/call ratio of 11.94 (2.24 the quarter before). Market makers and bank trading desks are left out, since their options are mostly hedges.

How current is this SMPL ownership data?

13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.