Simply Good Foods Co — Institutional Ownership

Which tracked institutions hold SMPL, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

23
Funds holding
$356643758
Total value held
Buying
14 added/new · 9 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $187691370 13079538 -739251 -5.35%
2 State Street Corp $48338319 3368524 -170142 -4.81%
3 Morgan Stanley $22400241 1560992 -391721 -20.06%
4 Ameriprise Financial Inc $18077915 1259785 +414599 +49.05%
5 Bank Of America Corp /De/ $14925393 1040097 +198294 +23.56%
6 Goldman Sachs Group Inc $13150871 916437 -40128 -4.20%
7 Northern Trust Corp $12483496 869930 -45876 -5.01%
8 Invesco Ltd. $8456009 421116 -2690 -0.63%
9 Bank Of New York Mellon Corp $7676849 534972 -64796 -10.80%
10 Principal Financial Group Inc $5962871 415531 -145810 -25.98%
11 Raymond James Financial Inc $3745111 260984 +146198 +127.37%
12 Citigroup Inc $2507450 124873 +36595 +41.45%
13 Wells Fargo & Company/Mn $2073179 103246 +38137 +58.57%
14 Sei Investments Co $2064589 143874 NEW BUY
15 Fifth Third Bancorp $1648226 114859 +113687 +9700.26%
16 Prudential Financial Inc $1529854 106610 +19720 +22.70%
17 Franklin Resources Inc $1373195 95693 +34344 +55.98%
18 Barclays Plc $1129330 78699 NEW BUY
19 Royal Bank Of Canada $623000 43357 NEW BUY
20 Janus Henderson Group Plc $575593 40181 NEW BUY
21 Pnc Financial Services Group, Inc. $182446 12714 -2246 -15.01%
22 Us Bancorp \De\ $26993 1881 +322 +20.65%
23 Amalgamated Financial Corp. $1458 38409 NEW BUY

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