Simply Good Foods Co — Institutional Ownership

Which tracked institutions hold SMPL, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

29
Funds holding
$391157115
Total value held
Buying
21 added/new · 8 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $180912754 13622948 +543410 +4.15%
2 State Street Corp $45844100 3452116 +83592 +2.48%
3 Goldman Sachs Group Inc $32125542 2419092 +1502655 +163.97%
4 Morgan Stanley $30220043 2275605 +714613 +45.78%
5 Federated Hermes, Inc. $14596924 1099166 +1099166 NEW BUY
6 Northern Trust Corp $12302804 926416 +56486 +6.49%
7 Ubs Group Ag $12092303 910565 +910565 NEW BUY
8 Jpmorgan Chase & Co $7568179 572097 +116741 +25.64%
9 Bank Of New York Mellon Corp $7392750 556683 +21711 +4.06%
10 Invesco Ltd. $7010181 527875 +527875 NEW BUY
11 Bank Of America Corp /De/ $6694421 504098 -535999 -51.53%
12 Citigroup Inc $6034765 454425 +329552 +263.91%
13 Prudential Financial Inc $5954818 448405 +341795 +320.60%
14 Principal Financial Group Inc $5343407 402365 -13166 -3.17%
15 Wells Fargo & Company/Mn $5123065 385773 +77185 +25.01%
16 Ameriprise Financial Inc $3613422 272073 +272073 NEW BUY
17 Sei Investments Co $1690612 127304 -16570 -11.52%
18 Raymond James Financial Inc $1648911 124165 -136819 -52.42%
19 Fifth Third Bancorp $1467166 110479 -4380 -3.81%
20 Franklin Resources Inc $1095586 82499 -13194 -13.79%
21 Barclays Plc $922003 69428 -9271 -11.78%
22 Janus Henderson Group Plc $575593 40181 +40181 NEW BUY
23 Allstate Corp $525888 39600 +39600 NEW BUY
24 Pnc Financial Services Group, Inc. $272120 20491 +7777 +61.17%
25 Royal Bank Of Canada $90000 6704 -36653 -84.54%
26 Us Bancorp \De\ $33665 2535 +654 +34.77%
27 Zions Bancorporation, National Association /Ut/ $4515 340 +340 NEW BUY
28 Amalgamated Financial Corp. $1458 38409 +38409 NEW BUY
29 First Horizon Corp $120 9 +9 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.