Skip to main content

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.

Q4 2021 vs. Q3 2021

How the institutions holding Simply Good Foods Co changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of SMPL: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders2062230+26
Shares85.8M3.22K86.9M+1.07M (+1.2%)
Value$2.96B$112.0K$3.61B+$646.8M (+21.9%)

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (40)

Institutions that held Simply Good Foods Co at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to SMPL in Q4 2021
InstitutionSharesValue% of portfolio
Allspring Global Investments Holdings, LLC380,953$15.8M0.02%
Assenagon Asset Management S.A.174,263$7.24M0.03%
HRT Financial LP153,835$6.39M0.04%
Rheos Capital Works Inc.149,000$6.19M0.27%
Congress Wealth Management LLC121,471$5.05M0.10%
Landscape Capital Management, L.L.C.91,705$3.81M0.54%
Yousif Capital Management, LLC80,628$3.35M0.03%
Covea Finance76,897$3.20M0.28%
EAM Investors, LLC49,310$2.05M0.34%
Putnam Investments LLC42,572$1.77M0.00%
Advisory Research Inc32,280$1.34M0.11%
Alberta Investment Management Corp27,763$1.15M0.01%
Knowledge Leaders Capital, LLC24,932$1.04M0.76%
Hudson Bay Capital Management LP20,000$831.0K0.01%
Jane Street Group, LLC13,855$576.0K0.00%
AQR Capital Management LLC13,177$548.0K0.00%
Quantbot Technologies LP11,155$463.0K0.04%
NorthCrest Asset Manangement, LLC9,730$404.0K0.02%
Martingale Asset Management L P9,600$400.0K0.01%
Bank Julius Baer & Co. Ltd, Zurich7,228$300.0K0.00%
Campbell & CO Investment Adviser LLC6,750$281.0K0.10%
Guggenheim Capital LLC5,864$244.0K0.00%
RFG Advisory, LLC5,500$229.0K0.02%
Shelton Capital Management5,356$223.0K0.01%
Raymond James Financial Services Advisors, Inc.5,209$217.0K0.00%
Cooper/Haims Advisors, LLC5,000$208.0K0.13%
LPL Financial LLC4,972$207.0K0.00%
American Century Companies Inc4,886$203.0K0.00%
Selective Wealth Management, Inc.800$33.0K0.01%
EverSource Wealth Advisors, LLC707$29.0K0.01%
Walleye Trading LLC487$20.0K0.00%
Umb Bank N A443$18.0K0.00%
Washington Trust Advisors, Inc.287$12.0K0.00%
CoreCap Advisors, LLC284$12.0K0.00%
Aquatic Capital Management LLC100$4.00K0.01%
McDonald Partners LLC35$1.46K0.00%
Absolute Capital Management, LLC35$1.46K0.00%
JFS Wealth Advisors, LLC22$1.00K0.00%
Schubert & Co16$1.00K0.00%
Covestor Ltd20$1.00K0.00%

Sold out (14)

Institutions that held Simply Good Foods Co at the end of Q3 2021 and filed for Q4 2021 without it.

Not filed for Q4 2021 yet (2)

Institutions that held Simply Good Foods Co at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMPL in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
First Mercantile Trust Co3,147$109.0K
Heritage Wealth Management, LLC75$3.00K