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Simply Good Foods Co

SMPL
Exchange
Nasdaq
Industry
Food and Kindred Products
SEC CIK
0001702744

No open-market purchases or sales by Simply Good Foods Co insiders were filed in the last 90 days; 300 institutions reported holding it in 13F filings for Q2 2026, worth $1.14B in total; Oaktree Capital is the only superinvestor holding it.

13F holders, Q4 2021

Institutional positions in Simply Good Foods Co as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
230
+26 vs. Q3 2021
Shares held
86.9M
+1.07M (+1.2%) vs. Q3 2021
Total value
$3.61B
+$646.8M (+21.9%) vs. Q3 2021
New holders
40
83 more added
Sold out
14
78 more reduced

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SMPL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 230 institutions
Q1 2021: 206 institutionsQ2 2021: 202 institutionsQ3 2021: 206 institutionsQ4 2021: 230 institutionsQ1 2022: 235 institutionsQ2 2022: 239 institutionsQ3 2022: 235 institutionsQ4 2022: 239 institutionsQ1 2023: 242 institutionsQ2 2023: 246 institutionsQ3 2023: 243 institutionsQ4 2023: 267 institutionsQ1 2024: 290 institutionsQ2 2024: 274 institutionsQ3 2024: 272 institutionsQ4 2024: 279 institutionsQ1 2025: 294 institutionsQ2 2025: 312 institutionsQ3 2025: 300 institutionsQ4 2025: 267 institutionsQ1 2026: 277 institutionsQ2 2026: 300 institutions
Value heldQ4 2021: $3.61B
Q1 2021: $2.71BQ2 2021: $3.16BQ3 2021: $2.96BQ4 2021: $3.61BQ1 2022: $3.32BQ2 2022: $3.32BQ3 2022: $2.72BQ4 2022: $3.27BQ1 2023: $3.61BQ2 2023: $3.24BQ3 2023: $3.00BQ4 2023: $3.49BQ1 2024: $3.00BQ2 2024: $3.22BQ3 2024: $3.19BQ4 2024: $3.72BQ1 2025: $3.31BQ2 2025: $3.04BQ3 2025: $2.30BQ4 2025: $1.77BQ1 2026: $1.29BQ2 2026: $1.14B
Institutions holding SMPL and their total value by quarter
QuarterHoldersValue
Q2 2026300$1.14B
Q1 2026277$1.29B
Q4 2025267$1.77B
Q3 2025300$2.30B
Q2 2025312$3.04B
Q1 2025294$3.31B
Q4 2024279$3.72B
Q3 2024272$3.19B
Q2 2024274$3.22B
Q1 2024290$3.00B
Q4 2023267$3.49B
Q3 2023243$3.00B
Q2 2023246$3.24B
Q1 2023242$3.61B
Q4 2022239$3.27B
Q3 2022235$2.72B
Q2 2022239$3.32B
Q1 2022235$3.32B
Q4 2021230$3.61B
Q3 2021206$2.96B
Q2 2021202$3.16B
Q1 2021206$2.71B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Simply Good Foods Co; share changes are against Q3 2021.

Institutions holding SMPL in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.12,901,253$536.3M0.01%+88,056+0.7%Added
Vanguard Group Inc9,268,769$385.3M0.01%−28,385−0.3%Reduced
Champlain Investment Partners, LLC5,386,734$223.9M1.01%+59,700+1.1%Added
Capital World Investors5,324,500$221.3M0.04%+373,500+7.5%Added
Janus Henderson Group PLC2,730,304$113.5M0.05%−302,111−10.0%Reduced
State Street Corp2,621,067$109.0M0.01%−82,697−3.1%Reduced
Price T Rowe Associates Inc2,457,521$102.2M0.01%+311,681+14.5%Added
Loomis Sayles & Co L P2,406,495$100.0M0.12%+48,479+2.1%Added
Silvercrest Asset Management Group LLC2,318,102$95.7M0.61%−22,473−1.0%Reduced
Brown Advisory Inc2,119,684$88.1M0.11%−41,510−1.9%Reduced
Dimensional Fund Advisors LP2,067,762$86.0M0.03%−66,108−3.1%Reduced
Wellington Management Group LLP2,066,838$85.9M0.01%−149,594−6.7%Reduced
Eagle Asset Management Inc1,960,132$80.9M0.35%−10,013−0.5%Reduced
Capital Research Global Investors1,700,000$70.7M0.02%00.0%Unchanged
Geode Capital Management, LLC1,506,904$62.6M0.01%+51,312+3.5%Added
Invesco Ltd.1,503,141$62.5M0.02%−145,437−8.8%Reduced
Franklin Resources Inc1,486,353$61.8M0.02%+806+0.1%Added
Emerald Mutual Fund Advisers Trust1,190,970$49.5M1.75%−50,400−4.1%Reduced
Scopus Asset Management, L.P.1,175,000$48.8M1.42%−375,000−24.2%Reduced
Emerald Advisers, LLC1,139,789$47.4M1.75%−27,986−2.4%Reduced
TimesSquare Capital Management, LLC1,097,184$45.6M0.40%+95,319+9.5%Added
Millennium Management LLC1,077,896$44.8M0.05%+102,440+10.5%Added
Goldman Sachs Group Inc1,053,069$43.8M0.01%−51,691−4.7%Reduced
Northern Trust Corp995,115$41.4M0.01%−10,642−1.1%Reduced
Fuller & Thaler Asset Management, Inc.931,236$38.7M0.23%+131,659+16.5%Added
Principal Financial Group Inc885,840$36.8M0.02%+231,414+35.4%Added
Bank of New York Mellon Corp840,200$34.9M0.01%+18,650+2.3%Added
Norges Bank770,621$32.0M0.01%−87,800−10.2%Reduced
Citadel Advisors LLC761,736$31.7M0.03%−71,580−8.6%Reduced
Morgan Stanley659,747$27.4M0.00%−107,138−14.0%Reduced
Woodline Partners LP611,627$25.4M0.37%−13,808−2.2%Reduced
Charles Schwab Investment Management Inc598,412$24.9M0.01%+11,977+2.0%Added
Victory Capital Management Inc578,644$24.1M0.02%−26,584−4.4%Reduced
Nuveen Asset Management, LLC586,452$22.1M0.01%−30,650−5.0%Reduced
Congress Asset Management Co516,502$21.5M0.16%+69,295+15.5%Added
Handelsbanken Fonder AB474,100$19.7M0.10%−300−0.1%Reduced
Bank of America Corp458,257$19.1M0.00%+176,543+62.7%Added
Allspring Global Investments Holdings, LLC380,953$15.8M0.02%+380,953New
Ameriprise Financial Inc355,333$14.8M0.00%−1290.0%Reduced
Weiss Multi-Strategy Advisers LLC345,435$14.4M0.33%−178,272−34.0%Reduced
Hudson Way Capital Management LLC338,205$14.1M3.20%−41,431−10.9%Reduced
Alliancebernstein L.P.303,876$12.6M0.00%−34,814−10.3%Reduced
Picton Mahoney Asset Management295,259$12.3M0.44%+15,100+5.4%Added
First Trust Advisors LP286,769$11.9M0.01%−86,376−23.1%Reduced
Premier Fund Managers Ltd284,054$11.7M0.38%+67,447+31.1%Added
Credit Suisse AG266,763$11.1M0.01%+187,447+236.3%Added
Impax Asset Management Group plc258,620$10.8M0.04%00.0%Unchanged
Man Group plc242,148$10.1M0.03%−58,029−19.3%Reduced
Legal & General Group Plc240,780$10.0M0.00%+6,757+2.9%Added
Parametric Portfolio Associates LLC236,159$9.82M0.01%+83,954+55.2%Added
Rhumbline Advisers227,166$9.44M0.01%−8,080−3.4%Reduced
Ami Asset Management Corp203,436$8.46M0.41%−43,981−17.8%Reduced
Swiss National Bank190,100$7.90M0.00%−400−0.2%Reduced
Assenagon Asset Management S.A.174,263$7.24M0.03%+174,263New
Bridgewater Associates, LP172,581$7.17M0.04%+4,288+2.5%Added
Madison Asset Management, LLC171,867$7.14M0.09%−20,990−10.9%Reduced
Public Sector Pension Investment Board171,770$7.14M0.04%+1,460+0.9%Added
Segall Bryant & Hamill, LLC171,427$7.13M0.07%+83,797+95.6%Added
Handelsinvest Investeringsforvaltning160,000$6.65M0.68%00.0%Unchanged
HRT Financial LP153,835$6.39M0.04%+153,835New
Rheos Capital Works Inc.149,000$6.19M0.27%+149,000New
Wells Fargo & Company135,832$5.65M0.00%−173,544−56.1%Reduced
JPMorgan Chase & Co127,830$5.31M0.00%+18,669+17.1%Added
Amundi132,856$5.12M0.00%00.0%Unchanged
Congress Wealth Management LLC121,471$5.05M0.10%+121,471New
Cohen Capital Management, Inc.120,611$5.01M0.82%00.0%Unchanged
California State Teachers Retirement System119,057$4.95M0.01%+2,308+2.0%Added
Neuberger Berman Group LLC121,068$4.88M0.00%+34,366+39.6%Added
Barclays PLC116,084$4.83M0.00%+29,412+33.9%Added
Prudential Financial Inc111,915$4.65M0.01%+16,066+16.8%Added
UBS Asset Management Americas Inc101,150$4.20M0.00%+8,062+8.7%Added
Bessemer Group Inc92,654$3.85M0.01%+12,366+15.4%Added
Landscape Capital Management, L.L.C.91,705$3.81M0.54%+91,705New
Envestnet Asset Management Inc81,866$3.40M0.00%+2,264+2.8%Added
Great West Life Assurance Co81,505$3.39M0.01%+8,431+11.5%Added
Renaissance Technologies LLC81,200$3.38M0.00%+33,900+71.7%Added
Yousif Capital Management, LLC80,628$3.35M0.03%+80,628New
Covea Finance76,897$3.20M0.28%+76,897New
Canton Hathaway, LLC74,847$3.11M0.84%+2,050+2.8%Added
Allianz Asset Management GmbH74,863$3.10M0.00%−64,704−46.4%Reduced
State of New Jersey Common Pension Fund D71,998$2.99M0.01%−3,920−5.2%Reduced
Teachers Retirement System of the State of Kentucky69,344$2.88M0.03%−5,370−7.2%Reduced
Thrivent Financial for Lutherans68,633$2.85M0.01%+504+0.7%Added
Citigroup Inc66,633$2.77M0.00%+20,222+43.6%Added
Penserra Capital Management LLC66,611$2.77M0.06%+66,155+14,507.7%Added
State of Wisconsin Investment Board63,866$2.65M0.01%00.0%Unchanged
Commonwealth of Pennsylvania Public School Empls Retrmt Sys63,740$2.65M0.03%−167−0.3%Reduced
New York State Common Retirement Fund61,392$2.55M0.00%−216−0.4%Reduced
New York State Teachers Retirement System61,119$2.54M0.00%−400−0.7%Reduced
Texas Permanent School Fund61,069$2.54M0.03%−1,280−2.1%Reduced
Comerica Bank73,102$2.52M0.02%−3,468−4.5%Reduced
State of Alaska, Department of Revenue59,710$2.48M0.02%−1,790−2.9%Reduced
Royal Bank of Canada57,750$2.40M0.00%−5,780−9.1%Reduced
BNP Paribas Arbitrage, SA56,867$2.36M0.01%−32,960−36.7%Reduced
Deutsche Bank AG56,846$2.36M0.00%+2,467+4.5%Added
UBS Group AG56,785$2.36M0.00%+39,703+232.4%Added
Natixis Advisors, L.P.53,995$2.25M0.01%+12,742+30.9%Added
State of Tennessee, Treasury Department53,773$2.23M0.01%00.0%Unchanged
NFJ Investment Group, LLC52,240$2.17M0.04%−2,160−4.0%Reduced
American International Group, Inc.51,710$2.15M0.01%−1,658−3.1%Reduced