Companies: 10,795·Total market cap: $144.5T
The Simply Good Foods Company

The Simply Good Foods Company

SMPLNASDAQConsumer Defensive● Active
$12.04
+$0.10(+0.80%)
Market Cap$1.1B
P/E Ratio
52W High$34.32
52W Low$10.21

The Simply Good Foods Company (SMPL) Stock Ownership

Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.

SEC 13F · FMP · SMPL · as of Mar 31, 2025

Ownership Breakdown

Institutions 100%
Insiders 9.18%
Public 0%

302

Institutional Holders

▲ 17 vs Q4

$3.31B

Total Inst. Value

▼ $422.38M vs Q4

90.49M

Shares Outstanding

freeFloat 90.82%

96.02M

13F Shares Held

▲ 347,686 vs Q4

Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.

Top Institutional Holders

SMPL largest shareholders · institutional ownership

Q1 2025 · SEC 13F

Showing top 10 holders

HolderShares% OwnedWeightValueReportedChange

BLACKROCK, INC.

food and kindred products

13.72M13.57%

13.57%

$473.06BMay 2, 2025 406.7K

FMR LLC

food and kindred products

10.83M10.72%

10.72%

$373.47BMay 12, 2025 1.26M

VANGUARD GROUP INC

food and kindred products

10.43M10.32%

10.32%

$359.57BMay 9, 2025 156.0K

T. ROWE PRICE INVESTMENT MANAGEMENT, INC.

food and kindred products

5.19M5.14%

5.14%

$179.16BMay 14, 2025 134.6K

WELLINGTON MANAGEMENT GROUP LLP

food and kindred products

4.20M4.15%

4.15%

$144.70BMay 13, 2025 649.3K

DIMENSIONAL FUND ADVISORS LP

food and kindred products

3.76M3.73%

3.73%

$129.84BMay 13, 2025 210.8K

STATE STREET CORP

food and kindred products

3.63M3.59%

3.59%

$125.26BMay 15, 2025 151.3K

BOSTON TRUST WALDEN CORP

food and kindred products

3.00M2.97%

2.97%

$103.56BApr 21, 2025 28.9K

CHAMPLAIN INVESTMENT PARTNERS, LLC

food and kindred products

2.97M2.94%

2.94%

$102.36BMay 14, 2025 460.2K

FULLER & THALER ASSET MANAGEMENT, INC.

food and kindred products

2.90M2.87%

2.87%

$100.05BMay 13, 2025 910.3K

Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).

Institutional Activity

Q1 2025 vs prior quarter

Q1 2025

Net institutional sentimentBullish — more buying than selling

24

Increased

+6.28M shares

4

New Positions

first time holders

20

Decreased

−3.57M shares

0

Sold Out

fully exited

Net shares change (top 50)

+2.71M

+6.28M / −3.57M

Net new holders

+8

4 new / 0 exited

Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).

Insider Buying vs Selling

SMPL insider trading · insider activity

Source: SEC Form 4

Buy 100%Active transactions only0% Sell

Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.

0

Buy transactions

0

Sell transactions

0.00

Buy/Sell ratio

$0M

Total disposed

Recent Insider Transactions

Showing 10 most recent · Common Stock only

Name · RoleDateTypeSharesPriceValueAfter Trans.Filing

DALEY CLAYTON C JR

director

May 14, 2026Purchase10,000$11.78$117.8K111.7KForm 4 ↗

WEST DAVID J

director

May 12, 2026Gift261,0001.75MForm 4 ↗

WEST DAVID J

director

May 12, 2026Gift87,0001.66MForm 4 ↗

KILTS JAMES M

director

Apr 23, 2026Purchase80,000$12.39$991.5K172.9KForm 4 ↗

Bealer Christopher J

Chief Financial Officer

Apr 16, 2026Tax Withhold2,361$11.61$27.4K59.6KForm 4 ↗

Held Amy C

SVP and CHRO

Mar 4, 2026Tax Withhold1,891$16.38$31.0K37.8KForm 4 ↗

KILTS JAMES M

director

Jan 28, 2026Award6,50092.9KForm 4 ↗

Schena Joseph J

director

Jan 28, 2026Award6,50025.0KForm 4 ↗

DALEY CLAYTON C JR

director

Jan 28, 2026Award6,500101.7KForm 4 ↗

Ratzan Brian K.

director

Jan 28, 2026Award6,5002.06MForm 4 ↗

Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.

About institutional & insider ownership

The Simply Good Foods Company (SMPL) is primarily owned by institutional investors, who hold approximately 100.0% of total shares outstanding. Company insiders own approximately 9.18%, while retail and public investors account for the remaining 0.00%.

The largest institutional shareholder of The Simply Good Foods Company is BLACKROCK, INC., holding approximately 13.72 million shares — equal to 13.57% of outstanding shares — as of March 31, 2025.

A total of 302 institutional investors currently hold SMPL stock, with a combined institutional value of approximately $3.31 billion as of the most recent 13F filing period.

Frequently asked questions

SMPL ownership

The Simply Good Foods Company (SMPL) is primarily owned by institutional investors, who hold approximately 100.0% of shares. The largest shareholder is BLACKROCK, INC. with a 13.57% stake. Company insiders hold 9.18%. Data sourced from SEC Form 13F as of March 31, 2025.

who owns SMPL stockSMPL ownership structureSEC Form 13F institutional holdingsSMPL float vs institutions
Source: FMP · SEC Form 13F · SEC Form 4As of March 31, 2025