POSTNYSEGrain Mill ProductsFiscal year ends September 30
Post Holdings, Inc.
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$77.42−1.11 (-1.41%)
Close on Oct 19, 2026
- Market cap
- $3.97B
- P/E (TTM)
- 14.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
45M of 44M shares
Institutional holders
413
66 new, 72 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
1 buys · 8 sales
Net sold $34.72M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| William P. Stiritz | 4,885,468 | 10.30% | 13D (active) amendment | Mar 4, 2026 |
| BlackRock, Inc. | 4,255,013 | 7.30% | 13G (passive) amendment | Sep 30, 2024 |
| Route One Investment Company, LLC | 3,413,918 | 6.10% | 13G (passive) amendment | Jun 30, 2025 |
| Dimensional Fund Advisors LP | 3,071,875 | 6.40% | 13G (passive) amendment | Mar 31, 2026 |
| Jason E. Moment | 2,950,568 | 6.50% | 13G (passive) amendment | Mar 31, 2026 |
| JPMorgan Chase & Co. | 2,790,694 | 5.10% | 13G (passive) | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of POST | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,933,480 | 8.95% | $347.17M | −46,322 | 0.01% |
| Dimensional Fund Advisors LP | 3,156,637 | 7.18% | $278.61M | +84,762 | 0.05% |
| Route One Investment Company, L.P. | 2,950,568 | 6.71% | $260.42M | – | 10.46% |
| JPMorgan Chase & Co | 2,455,999 | 5.59% | $220.54M | −212,815 | 0.01% |
| Vanguard Portfolio Management LLC | 2,175,658 | 4.95% | $192.02M | −255,839 | 0.01% |
| Vanguard Capital Management LLC | 1,784,517 | 4.06% | $157.50M | −89,520 | 0.00% |
| London Co Of Virginia | 1,399,101 | 3.18% | $123.48M | −77,537 | 0.70% |
| State Street Corp | 1,348,671 | 3.07% | $119.03M | −73,548 | 0.00% |
| Norges Bank | 1,309,435 | 2.98% | $115.57M | New | 0.01% |
| Holocene Advisors, LP | 1,247,073 | 2.84% | $110.07M | −519,569 | 0.25% |
| Clarkston Capital Partners, LLC | 1,205,915 | 2.74% | $106.43M | +12,848 | 8.99% |
| UBS Group AG | 1,167,906 | 2.66% | $103.08M | +123,544 | 0.01% |
| Manufacturers Life Insurance Company, The | 1,154,963 | 2.63% | $101.94M | −108,631 | 0.08% |
| Citadel Advisors LLC | 1,012,592 | 2.30% | $89.37M | +793,886 | 0.01% |
| Morgan Stanley | 1,011,823 | 2.30% | $89.30M | +216,400 | 0.00% |
| Geode Capital Management, LLC | 746,967 | 1.70% | $65.94M | −59,859 | 0.00% |
| Two Sigma Investments, LP | 639,671 | 1.46% | $56.46M | −752,377 | 0.04% |
| Diamond Hill Capital Management Inc | 618,618 | 1.41% | $54.60M | −197,525 | 0.44% |
| Junto Capital Management LP | 589,457 | 1.34% | $52.03M | +181,849 | 0.91% |
| UBS Asset Management Americas Inc | 549,985 | 1.25% | $48.54M | +404,775 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 413 | 45M | 100.0% | 66 / 108 | 179 / 72 | 6M | 6M |
| Q1 2026 | 428 | 46M | 100.0% | 74 / 129 | 158 / 48 | 10M | 7M |
| Q4 2025 | 410 | 48M | 100.0% | 66 / 101 | 185 / 66 | 5M | 8M |
| Q3 2025 | 415 | 51M | 100.0% | 53 / 144 | 156 / 67 | 7M | 7M |
| Q2 2025 | 434 | 51M | 100.0% | 58 / 149 | 157 / 39 | 3M | 5M |
| Q1 2025 | 418 | 54M | 100.0% | 58 / 123 | 167 / 49 | 4M | 3M |
| Q4 2024 | 413 | 53M | 100.0% | 59 / 151 | 130 / 50 | 5M | 7M |
| Q3 2024 | 408 | 55M | 100.0% | 58 / 126 | 151 / 28 | 9M | 5M |
| Q2 2024 | 380 | 56M | 100.0% | 52 / 121 | 134 / 43 | 4M | 6M |
| Q1 2024 | 376 | 59M | 100.0% | 52 / 132 | 120 / 36 | 5M | 7M |
| Q4 2023 | 362 | 61M | 100.0% | 46 / 113 | 135 / 35 | 10M | 3M |
| Q3 2023 | 357 | 54M | 100.0% | 52 / 112 | 125 / 25 | 5M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of POST | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,363,629 | 3.10% | $120.35M | 0.10% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,222,764 | 2.78% | $107.92M | 0.00% | Jun 30, 2026 |
| Touchstone Funds Group Trust-Touchstone Mid Cap Fund | 957,695 | 2.18% | $84.53M | 1.88% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 882,811 | 2.01% | $77.92M | 0.04% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 786,320 | 1.79% | $71.88M | 0.37% | Jul 31, 2026 |
| JPMorgan Value Advantage Fund | 724,449 | 1.65% | $63.94M | 0.74% | Jun 30, 2026 |
| JPMorgan Mid Cap Value Fund | 686,525 | 1.56% | $60.59M | 0.54% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 559,670 | 1.27% | $49.40M | 0.07% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 457,075 | 1.04% | $40.34M | 0.04% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 389,569 | 0.89% | $35.61M | 0.21% | Jul 31, 2026 |
| Fundamental All Cap Core Trust | 353,089 | 0.80% | $31.16M | 1.28% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 333,440 | 0.76% | $30.48M | 0.21% | Jul 31, 2026 |
| Clarkston Partners Fund | 300,000 | 0.68% | $26.48M | 9.11% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 276,853 | 0.63% | $25.31M | 0.31% | Jul 31, 2026 |
| Calvert Small Cap Fund | 269,180 | 0.61% | $23.76M | 1.86% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Robert V. Vitale | PRESIDENT & CEO, Director | 1,191,047 | 2.71% | Nov 20, 2025 |
| Gregory Carl Pearson | PRES & CEO, PCB | 8,485 | 0.02% | Apr 6, 2026 |
| Bradly A. Harper | SVP, CHIEF ACCTING OFFICER | 12,406 | 0.03% | Jan 12, 2026 |
| Diedre J. Gray | EVP, GC & CAO, SECY | 242,628 | 0.55% | Dec 29, 2025 |
| Matthew J. Mainer | EVP, CFO & TREASURER | 74,670 | 0.17% | Dec 5, 2025 |
| Nicolas Catoggio | PRES & CEO, PCB | 75,542 | 0.17% | Nov 26, 2025 |
| Mark W. Westphal | PRES., FOODSERVICE | 214,930 | 0.49% | Nov 20, 2025 |
| Michelle Marie Atkinson | Director | 3,800 | 0.01% | Sep 2, 2026 |
| Jeff A. Zadoks | Director | 199,586 | 0.45% | Sep 2, 2026 |
| David W. Kemper | Director | 33,122 | 0.08% | Sep 2, 2026 |
| Jennifer Kuperman Johnson | Director | 8,675 | 0.02% | Sep 2, 2026 |
| Dorothy M. Burwell | Director | 8,665 | 0.02% | Sep 2, 2026 |
| Gregory L. Curl | Director | 15,107 | 0.03% | Sep 2, 2026 |
| David P. Skarie | Director | 57,423 | 0.13% | Sep 2, 2026 |
| Thomas C. Erb | Director | 38,675 | 0.09% | Sep 2, 2026 |
| Ellen F. Harshman | Director | 10,372 | 0.02% | Feb 3, 2025 |
| Robert E. Grote | Director | 9,665 | 0.02% | Feb 3, 2025 |
| William P. Stiritz | – | 4,504,036 | 10.25% | Sep 3, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| William P. Stiritz – | Sep 2, 2026 | Sale | −228 | $85.01 | $19.38K | 0 |
| William P. Stiritz – | Sep 2, 2026 | Sale | −277,707 | $84.23 | $23.39M | 228 |
| William P. Stiritz – | Sep 1, 2026 | Sale | −99,990 | $83.54 | $8.35M | 284,142 |
| William P. Stiritz – | Sep 1, 2026 | Sale | −6,207 | $84.63 | $525.30K | 277,935 |
| Jeff A. Zadoks Director | Aug 25, 2026 | Gift | +122,740 | – | – | 122,740 |
| Jeff A. Zadoks Director | Aug 25, 2026 | Gift | −122,740 | – | – | 0 |
| Jeff A. Zadoks Director | Aug 25, 2026 | Gift | +26,215 | – | – | 74,360 |
| Jeff A. Zadoks Director | Aug 25, 2026 | Gift | −26,215 | – | – | 1,800 |
| Jeff A. Zadoks Director | Jul 2, 2026 | Tax withholding | −3,551 | $90.94 | $322.93K | 28,015 |
| Jeff A. Zadoks Director | Jul 2, 2026 | Tax withholding | −3,867 | $90.94 | $351.66K | 31,566 |
| Jeff A. Zadoks Director | Jul 2, 2026 | Tax withholding | −2,544 | $90.94 | $231.35K | 35,433 |
| Gregory L. Curl Director | May 13, 2026 | Sale | −6,186 | $105.05 | $649.84K | 15,107 |
| Gregory Carl Pearson PRES & CEO, PCB | Apr 5, 2026 | Award | +2,571 | – | – | 8,485 |
| Gregory Carl Pearson PRES & CEO, PCB | Apr 5, 2026 | Award | +5,914 | – | – | 5,914 |
| Jeff A. Zadoks Director | Mar 16, 2026 | Award | +1,700 | – | – | 37,977 |
| Michelle Marie Atkinson Director | Mar 16, 2026 | Award | +1,700 | – | – | 1,700 |
| Gregory L. Curl Director | Feb 9, 2026 | Sale | −6,983 | $114.31 | $798.23K | 21,293 |
| David W. Kemper Director | Feb 3, 2026 | Award | +1,600 | – | – | 33,122 |
| Dorothy M. Burwell Director | Feb 3, 2026 | Award | +1,600 | – | – | 8,665 |
| Jennifer Kuperman Johnson Director | Feb 3, 2026 | Award | +1,600 | – | – | 8,675 |
| Thomas C. Erb Director | Feb 3, 2026 | Award | +1,600 | – | – | 38,675 |
| Gregory L. Curl Director | Feb 3, 2026 | Award | +1,600 | – | – | 28,276 |
| David P. Skarie Director | Feb 3, 2026 | Award | +1,600 | – | – | 56,991 |
| Bradly A. Harper SVP, CHIEF ACCTING OFFICER | Jan 9, 2026 | Tax withholding | −478 | $98.43 | $47.05K | 10,963 |
| Jeff A. Zadoks EVP & COO | Jan 2, 2026 | Option exercise | +9,731 | – | – | 36,735 |
| Jeff A. Zadoks EVP & COO | Jan 2, 2026 | Tax withholding | −420 | $99.05 | $41.60K | 27,004 |
| Jeff A. Zadoks EVP & COO | Jan 2, 2026 | Tax withholding | −301 | $99.05 | $29.81K | 27,424 |
| Jeff A. Zadoks EVP & COO | Jan 2, 2026 | Tax withholding | −458 | $99.05 | $45.36K | 36,277 |
| Diedre J. Gray EVP, GC & CAO, SECY | Dec 26, 2025 | Gift | −131,187 | – | – | 33,716 |
| Diedre J. Gray EVP, GC & CAO, SECY | Dec 26, 2025 | Gift | +131,187 | – | – | 131,187 |
| William P. Stiritz – | Dec 18, 2025 | Option exercise | +170,000.8 | – | – | 4,504,668 |
| William P. Stiritz – | Dec 18, 2025 | Returned to company | −170,000.8 | $101.81 | $17.31M | 4,334,667 |
| William P. Stiritz – | Dec 17, 2025 | Returned to company | −10,703.23 | $101.19 | $1.08M | 4,334,667 |
| William P. Stiritz – | Dec 17, 2025 | Option exercise | +10,703.23 | – | – | 4,345,370 |
| Bradly A. Harper SVP, CHIEF ACCTING OFFICER | Dec 5, 2025 | Sale | −1,658 | $96.69 | $160.31K | 11,441 |
| Matthew J. Mainer EVP, CFO & TREASURER | Dec 4, 2025 | Gift | −600 | – | – | 74,670 |
| Jeff A. Zadoks EVP & COO | Dec 1, 2025 | Gift | +30,000 | – | – | 152,740 |
| Jeff A. Zadoks EVP & COO | Dec 1, 2025 | Gift | −30,000 | – | – | 27,725 |
| Matthew J. Mainer EVP, CFO & TREASURER | Dec 1, 2025 | Tax withholding | −269 | $104.03 | $27.98K | 75,270 |
| Bradly A. Harper SVP, CHIEF ACCTING OFFICER | Dec 1, 2025 | Tax withholding | −200 | $104.03 | $20.81K | 13,099 |
| Bradly A. Harper SVP, CHIEF ACCTING OFFICER | Dec 1, 2025 | Tax withholding | −246 | $104.03 | $25.59K | 13,299 |
| Diedre J. Gray EVP, GC & CAO, SECY | Dec 1, 2025 | Other | +40,974 | – | – | 164,903 |
| Diedre J. Gray EVP, GC & CAO, SECY | Dec 1, 2025 | Other | −40,974 | – | – | 31,886 |
| Nicolas Catoggio PRES & CEO, PCB | Nov 25, 2025 | Sale | −10,000 | $100.21 | $1.00M | 75,542 |
| David W. Kemper Director | Nov 24, 2025 | Buy | +1,800 | $97.93 | $176.27K | 31,522 |
| Nicolas Catoggio PRES & CEO, PCB | Nov 18, 2025 | Award | +3,483 | – | – | 85,542 |
| Nicolas Catoggio PRES & CEO, PCB | Nov 18, 2025 | Award | +23,196 | – | – | 82,059 |
| Matthew J. Mainer EVP, CFO & TREASURER | Nov 18, 2025 | Award | +17,338 | – | – | 67,416 |
| Matthew J. Mainer EVP, CFO & TREASURER | Nov 18, 2025 | Award | +8,123 | – | – | 75,539 |
| Bradly A. Harper SVP, CHIEF ACCTING OFFICER | Nov 18, 2025 | Award | +3,983 | – | – | 12,641 |
| Bradly A. Harper SVP, CHIEF ACCTING OFFICER | Nov 18, 2025 | Award | +904 | – | – | 13,545 |
| Robert V. Vitale PRESIDENT & CEO, Director | Nov 18, 2025 | Award | +45,367 | – | – | 964,927 |
| Robert V. Vitale PRESIDENT & CEO, Director | Nov 18, 2025 | Award | +22,411 | – | – | 987,338 |
| Jeff A. Zadoks EVP & COO | Nov 18, 2025 | Award | +8,935 | – | – | 57,725 |
| Diedre J. Gray EVP, GC & CAO, SECY | Nov 18, 2025 | Award | +8,123 | – | – | 72,860 |
| Diedre J. Gray EVP, GC & CAO, SECY | Nov 18, 2025 | Award | +17,104 | – | – | 64,737 |
| Mark W. Westphal PRES., FOODSERVICE | Nov 18, 2025 | Award | +3,243 | – | – | 197,756 |
| Mark W. Westphal PRES., FOODSERVICE | Nov 18, 2025 | Award | +16,682 | – | – | 194,513 |
| Bradly A. Harper SVP, CHIEF ACCTING OFFICER | Nov 16, 2025 | Tax withholding | −192 | $106.70 | $20.49K | 8,658 |
| Bradly A. Harper SVP, CHIEF ACCTING OFFICER | Nov 16, 2025 | Option exercise | +435 | – | – | 8,850 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| William P. Stiritz Director | Aug 31, 2026 | 384,132 | $32.79M | Aug 31, 2026 | Merger |
| Gregory L. Curl Director | May 13, 2026 | 6,186 | $649.84K | May 13, 2026 | Stock Appreciation Right |
| Gregory L. Curl Director | Feb 9, 2026 | 6,983 | $798.22K | Feb 9, 2026 | Stock Appreciation Right |
| Zadoks Sandra Spouse of Officer | Feb 9, 2026 | 50,000 | $5.70M | Feb 9, 2026 | Equity Award |
| Bradly A. Harper Officer | Dec 5, 2025 | 1,658 | $160.30K | Dec 5, 2025 | Restricted Stock Lapse |
| Nicolas Catoggio Officer | Nov 25, 2025 | 10,000 | $1.00M | Nov 25, 2025 | Performance Award Lapse |
| Nicolas Catoggio Officer | Jun 5, 2025 | 1,750 | $190.70K | Jun 5, 2025 | Restricted Stock Lapse |
| Ellen F. Harshman Former Director | Mar 28, 2025 | 700 | $80.86K | Mar 28, 2025 | Restricted Stock Lapse |
| Nicolas Catoggio Officer | Mar 7, 2025 | 5,000 | $585.00K | Mar 7, 2025 | Restricted Stock Lapse |
| Bradly A. Harper Officer | Mar 4, 2025 | 2,000 | $229.19K | Mar 4, 2025 | Restricted Stock Lapse |
| Nicolas Catoggio Officer | Mar 3, 2025 | 5,000 | $572.50K | Mar 3, 2025 | Restricted Stock Lapse |
| Nicolas Catoggio Officer | Feb 25, 2025 | 5,000 | $582.50K | Feb 25, 2025 | Restricted Stock Lapse |
| Robert V. Vitale Officer, Director | Feb 25, 2025 | 44,110 | $5.11M | Feb 25, 2025 | Employee Stock Option Exercise |
| Robert V. Vitale Officer, Director | Feb 24, 2025 | 19,133 | $2.21M | Feb 24, 2025 | Employee Stock Option Exercise |
| Diedre J. Gray Officer | Feb 21, 2025 | 15,157 | $1.76M | Feb 21, 2025 | Employee Stock Option Exercise |