Simply Good Foods Co Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 13.08 M | $187.69 M | -5.35% | 14.16% |
| 05/08/2026 | 5.56 M | $79.84 M | 100.00% | 6.03% | |
| 05/15/2026 | 3.77 M | $54.11 M | 100.00% | 4.08% | |
| BOSTON TRUST WALDEN CORP | 04/24/2026 | 3.64 M | $52.17 M | 9.99% | 3.94% |
| STATE STREET CORP | 05/15/2026 | 3.37 M | $48.34 M | -4.81% | 3.65% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 3.01 M | $43.14 M | -24.34% | 3.26% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 04/30/2026 | 3.00 M | $43.04 M | 89.05% | 3.25% |
| FMR LLC | 05/15/2026 | 2.82 M | $40.48 M | -48.67% | 3.05% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 05/15/2026 | 2.25 M | $32.33 M | 21.92% | 2.44% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 2.20 M | $31.64 M | -5.51% | 2.39% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 2.06 M | $29.53 M | 100.00% | 2.23% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 05/14/2026 | 1.91 M | $27.47 M | 0.28% | 2.07% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 05/08/2026 | 1.91 M | $27.42 M | -10.07% | 2.07% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 1.66 M | $23.83 M | -12.41% | 1.80% |
| MORGAN STANLEY | 05/15/2026 | 1.56 M | $22.40 M | -20.06% | 1.69% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 1.52 M | $21.84 M | 34.30% | 1.65% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 1.47 M | $21.13 M | 179.71% | 1.59% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 1.26 M | $18.08 M | 49.05% | 1.36% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.21 M | $17.39 M | 3.97% | 1.31% |
| BROWN ADVISORY INC | 05/15/2026 | 1.16 M | $16.64 M | 100.00% | 1.26% |
| OAKTREE CAPITAL MANAGEMENT LP | 05/20/2026 | 1.13 M | $16.20 M | 100.00% | 1.22% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.04 M | $14.93 M | 23.56% | 1.13% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 972.24 K | $13.95 M | -23.89% | 1.05% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 964.05 K | $13.84 M | 36.71% | 1.04% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 916.44 K | $13.15 M | -4.20% | 0.99% |
| NORTHERN TRUST CORP | 05/14/2026 | 869.93 K | $12.48 M | -5.01% | 0.94% |
| MAN GROUP PLC | 05/15/2026 | 832.28 K | $11.94 M | 251.28% | 0.90% |
| UBS GROUP AG | 05/05/2026 | 810.90 K | $11.64 M | 591.82% | 0.88% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 781.86 K | $11.22 M | 100.00% | 0.85% |
| JUPITER ASSET MANAGEMENT LTD | 05/12/2026 | 636.39 K | $9.13 M | 100.00% | 0.69% |
| SHAPIRO CAPITAL MANAGEMENT LLC | 05/15/2026 | 628.07 K | $9.01 M | -54.84% | 0.68% |
| HANDELSBANKEN FONDER AB | 04/28/2026 | 591.00 K | $8.48 M | 1,341.46% | 0.64% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 582.59 K | $8.36 M | 100.00% | 0.63% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 573.59 K | $8.23 M | 388.86% | 0.62% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 534.97 K | $7.68 M | -10.80% | 0.58% |
| WALLEYE CAPITAL LLC | 05/13/2026 | 520.38 K | $7.47 M | -12.59% | 0.56% |
| INVESCO LTD. | 05/12/2026 | 485.93 K | $6.97 M | 15.39% | 0.53% |
| PACER ADVISORS, INC. | 06/18/2026 | 469.45 K | $6.74 M | 45.04% | 0.51% |
| SG AMERICAS SECURITIES, LLC | 04/16/2026 | 465.39 K | $6.68 M | 782.59% | 0.50% |
| JPMORGAN CHASE & CO | 05/13/2026 | 455.36 K | $6.64 M | 136.10% | 0.49% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 05/14/2026 | 451.50 K | $6.48 M | -1.09% | 0.49% |
| JUMP FINANCIAL, LLC | 05/14/2026 | 446.68 K | $6.41 M | -1.32% | 0.48% |
| EDGESTREAM PARTNERS, L.P. | 05/18/2026 | 446.67 K | $6.41 M | 158.61% | 0.48% |
| WINTON GROUP LTD | 05/12/2026 | 416.26 K | $5.97 M | 59.67% | 0.45% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 415.53 K | $5.96 M | -25.98% | 0.45% |
| ASSENAGON ASSET MANAGEMENT S.A. | 04/20/2026 | 405.31 K | $5.82 M | -18.37% | 0.44% |
| HRT FINANCIAL LP | 05/14/2026 | 398.62 K | $5.72 M | 145.64% | 0.43% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 376.23 K | $5.40 M | -76.78% | 0.41% |
| AQUATIC CAPITAL MANAGEMENT LLC | 05/15/2026 | 355.43 K | $5.10 M | 100.00% | 0.38% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 05/15/2026 | 318.55 K | $4.57 M | -68.65% | 0.35% |
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Simply Good Foods Co institutional Ownership - FAQ's
During the previous two years, 395 institutional investors and hedge funds held shares of Simply Good Foods Co. The most heavily invested institutionals were:
BlackRock, Inc.: 13.08 M
Boston Trust Walden Corp: 3.64 M
STATE STREET CORP: 3.37 M
DIMENSIONAL FUND ADVISORS LP: 3.01 M
River Road Asset Management, LLC: 3 M
FMR LLC: 2.82 M
96.95% of Simply Good Foods Co stock is owned by institutional investors.
Institutional investors have bought a total of 111.36 M shares in the last 24 months. This purchase volume represents approximately $1.72 B in transactions.