Post Holdings, Inc. (POST) shareholders
POSTNYSEGrain Mill ProductsFiscal year ends September 30
Financials through Q3 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026Score 13/3048% below fair value
$79.62−1.21 (-1.50%)
Close on Nov 12, 2026Market cap $3.50BP/E 14.7Yield –
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 Joint filing with Route One Investment Company, L.P. (6.10%), Roic, LLC (6.10%) and 2 more | 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 Joint filing with Route One Investment Company, L.P. (6.50%), Roic, LLC (6.50%) and 2 more | 2,950,568 | 6.50% | 13G (passive) amendment | Mar 31, 2026 |
| JPMorgan Chase & Co. | 2,790,694 | 5.10% | 13G (passive) | Sep 30, 2025 |
| Vanguard Portfolio Management | 2,241,292 | 5.09% | 13G (passive) | Sep 30, 2026 |
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)
353 funds held POST in Q2 2026, 46% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 | EXECUTIVE CHAIRMAN, Director | 1,279,993 | 2.91% | Oct 26, 2026 |
| Matthew J. Mainer | EVP, CFO & TREASURER | 84,754 | 0.19% | Oct 26, 2026 |
| Diedre J. Gray | EVP, GC & CAO, SECY | 266,322 | 0.61% | Oct 26, 2026 |
| Nicolas Catoggio | PRES & CEO | 97,971 | 0.22% | Oct 26, 2026 |
| Mark W. Westphal | PRES., FOODSERVICE | 236,111 | 0.54% | Oct 26, 2026 |
| 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 |
| Michelle Marie Atkinson | Director | 3,800 | 0.01% | Nov 3, 2026 |
| Jeff A. Zadoks | Director | 222,363 | 0.51% | Nov 3, 2026 |
| David W. Kemper | Director | 33,122 | 0.08% | Nov 3, 2026 |
| Jennifer Kuperman Johnson | Director | 8,675 | 0.02% | Nov 3, 2026 |
| Dorothy M. Burwell | Director | 8,665 | 0.02% | Nov 3, 2026 |
| Gregory L. Curl | Director | 15,107 | 0.03% | Nov 3, 2026 |
| David P. Skarie | Director | 57,423 | 0.13% | Nov 3, 2026 |
| Thomas C. Erb | Director | 38,675 | 0.09% | Nov 3, 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 |
|---|---|---|---|---|---|---|
| Matthew J. Mainer EVP, CFO & TREASURER | Oct 22, 2026 | Tax withholding | −7,940 | $78.06 | $619.80K | 84,754 |
| Matthew J. Mainer EVP, CFO & TREASURER | Oct 22, 2026 | Award | +18,024 | – | – | 92,694 |
| Nicolas Catoggio PRES & CEO | Oct 22, 2026 | Tax withholding | −18,533 | $78.06 | $1.45M | 97,971 |
| Nicolas Catoggio PRES & CEO | Oct 22, 2026 | Award | +40,962 | – | – | 116,504 |
| Mark W. Westphal PRES., FOODSERVICE | Oct 22, 2026 | Tax withholding | −17,530 | $78.06 | $1.37M | 218,667 |
| Mark W. Westphal PRES., FOODSERVICE | Oct 22, 2026 | Award | +38,441 | – | – | 236,197 |
| Diedre J. Gray EVP, GC & CAO, SECY | Oct 22, 2026 | Tax withholding | −18,655 | $78.06 | $1.46M | 55,580 |
| Diedre J. Gray EVP, GC & CAO, SECY | Oct 22, 2026 | Award | +42,349 | – | – | 74,235 |
| Robert V. Vitale EXECUTIVE CHAIRMAN, Director | Oct 22, 2026 | Tax withholding | −52,384 | $78.06 | $4.09M | 1,053,873 |
| Robert V. Vitale EXECUTIVE CHAIRMAN, Director | Oct 22, 2026 | Award | +118,919 | – | – | 1,106,257 |
| Jeff A. Zadoks Director | Oct 22, 2026 | Tax withholding | −17,933 | $78.06 | $1.40M | 24,577 |
| Jeff A. Zadoks Director | Oct 22, 2026 | Award | +40,710 | – | – | 42,510 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
14.14%
5M shares short
Days to cover
8.4
At 1M shares a day
Change since last report
-8.3%
From 6M shares
Short volume, 20 days
59.8%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Post's stock actually held short. Settlement fails (shares not delivered on time) peaked at 32,410 shares on Sep 17, 2026 over the last 90 days.
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 |
| Sandra Zadoks 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 |
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