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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
Knowledge Leaders Capital, LLC24,932$1.04M0.76%+24,932New
Qube Research & Technologies Ltd25,134$1.04M0.01%+9,319+58.9%Added
Diversified Trust Co27,525$1.14M0.04%00.0%Unchanged
Alberta Investment Management Corp27,763$1.15M0.01%+27,763New
Salem Investment Counselors Inc28,075$1.17M0.04%00.0%Unchanged
Wolverine Trading, LLC28,631$1.18M0.02%+1,711+6.4%Added
Baird Financial Group, Inc.28,542$1.19M0.00%−86,755−75.2%Reduced
FMR LLC28,943$1.20M0.00%+2,117+7.9%Added
AMG National Trust Bank29,335$1.22M0.04%00.0%Unchanged
Algert Global LLC29,451$1.22M0.15%−7,089−19.4%Reduced
State Board of Administration of Florida Retirement System30,199$1.25M0.00%00.0%Unchanged
MetLife Investment Management30,224$1.26M0.01%00.0%Unchanged
Advisory Research Inc32,280$1.34M0.11%+32,280New
Oregon Public Employees Retirement Fund32,471$1.35M0.01%−1,600−4.7%Reduced
Maryland State Retirement & Pension System33,621$1.40M0.04%+457+1.4%Added
Renaissance Group LLC34,916$1.45M0.06%+998+2.9%Added
Richard Bernstein Advisors LLC36,899$1.53M0.03%00.0%Unchanged
Susquehanna International Group, LLP37,070$1.54M0.00%+16,484+80.1%Added
Harbour Capital Advisors, LLC37,220$1.55M0.38%+3,010+8.8%Added
Ensign Peak Advisors, Inc37,530$1.56M0.00%−7,170−16.0%Reduced
Amalgamated Bank40,106$1.67M0.01%−900−2.2%Reduced
Louisiana State Employees Retirement System40,800$1.70M0.04%+200+0.5%Added
Putnam Investments LLC42,572$1.77M0.00%+42,572New
Blair William & Co42,914$1.78M0.01%+14,674+52.0%Added
Manufacturers Life Insurance Company, The43,265$1.80M0.00%−549−1.3%Reduced
Raymond James & Associates44,338$1.84M0.00%−2,195−4.7%Reduced
Dana Investment Advisors, Inc.44,406$1.85M0.08%−241−0.5%Reduced
Cubist Systematic Strategies, LLC46,174$1.92M0.02%+26,817+138.5%Added
EAM Investors, LLC49,310$2.05M0.34%+49,310New
Voya Investment Management LLC49,698$2.07M0.00%−400−0.8%Reduced
American International Group, Inc.51,710$2.15M0.01%−1,658−3.1%Reduced
NFJ Investment Group, LLC52,240$2.17M0.04%−2,160−4.0%Reduced
State of Tennessee, Treasury Department53,773$2.23M0.01%00.0%Unchanged
Natixis Advisors, L.P.53,995$2.25M0.01%+12,742+30.9%Added
UBS Group AG56,785$2.36M0.00%+39,703+232.4%Added
Deutsche Bank AG56,846$2.36M0.00%+2,467+4.5%Added
BNP Paribas Arbitrage, SA56,867$2.36M0.01%−32,960−36.7%Reduced
Royal Bank of Canada57,750$2.40M0.00%−5,780−9.1%Reduced
State of Alaska, Department of Revenue59,710$2.48M0.02%−1,790−2.9%Reduced
Comerica Bank73,102$2.52M0.02%−3,468−4.5%Reduced
Texas Permanent School Fund61,069$2.54M0.03%−1,280−2.1%Reduced
New York State Teachers Retirement System61,119$2.54M0.00%−400−0.7%Reduced
New York State Common Retirement Fund61,392$2.55M0.00%−216−0.4%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys63,740$2.65M0.03%−167−0.3%Reduced
State of Wisconsin Investment Board63,866$2.65M0.01%00.0%Unchanged
Penserra Capital Management LLC66,611$2.77M0.06%+66,155+14,507.7%Added
Citigroup Inc66,633$2.77M0.00%+20,222+43.6%Added
Thrivent Financial for Lutherans68,633$2.85M0.01%+504+0.7%Added
Teachers Retirement System of the State of Kentucky69,344$2.88M0.03%−5,370−7.2%Reduced
State of New Jersey Common Pension Fund D71,998$2.99M0.01%−3,920−5.2%Reduced
Allianz Asset Management GmbH74,863$3.10M0.00%−64,704−46.4%Reduced
Canton Hathaway, LLC74,847$3.11M0.84%+2,050+2.8%Added
Covea Finance76,897$3.20M0.28%+76,897New
Yousif Capital Management, LLC80,628$3.35M0.03%+80,628New
Renaissance Technologies LLC81,200$3.38M0.00%+33,900+71.7%Added
Great West Life Assurance Co81,505$3.39M0.01%+8,431+11.5%Added
Envestnet Asset Management Inc81,866$3.40M0.00%+2,264+2.8%Added
Landscape Capital Management, L.L.C.91,705$3.81M0.54%+91,705New
Bessemer Group Inc92,654$3.85M0.01%+12,366+15.4%Added
UBS Asset Management Americas Inc101,150$4.20M0.00%+8,062+8.7%Added
Prudential Financial Inc111,915$4.65M0.01%+16,066+16.8%Added
Barclays PLC116,084$4.83M0.00%+29,412+33.9%Added
Neuberger Berman Group LLC121,068$4.88M0.00%+34,366+39.6%Added
California State Teachers Retirement System119,057$4.95M0.01%+2,308+2.0%Added
Cohen Capital Management, Inc.120,611$5.01M0.82%00.0%Unchanged
Congress Wealth Management LLC121,471$5.05M0.10%+121,471New
Amundi132,856$5.12M0.00%00.0%Unchanged
JPMorgan Chase & Co127,830$5.31M0.00%+18,669+17.1%Added
Wells Fargo & Company135,832$5.65M0.00%−173,544−56.1%Reduced
Rheos Capital Works Inc.149,000$6.19M0.27%+149,000New
HRT Financial LP153,835$6.39M0.04%+153,835New
Handelsinvest Investeringsforvaltning160,000$6.65M0.68%00.0%Unchanged
Segall Bryant & Hamill, LLC171,427$7.13M0.07%+83,797+95.6%Added
Public Sector Pension Investment Board171,770$7.14M0.04%+1,460+0.9%Added
Madison Asset Management, LLC171,867$7.14M0.09%−20,990−10.9%Reduced
Bridgewater Associates, LP172,581$7.17M0.04%+4,288+2.5%Added
Assenagon Asset Management S.A.174,263$7.24M0.03%+174,263New
Swiss National Bank190,100$7.90M0.00%−400−0.2%Reduced
Ami Asset Management Corp203,436$8.46M0.41%−43,981−17.8%Reduced
Rhumbline Advisers227,166$9.44M0.01%−8,080−3.4%Reduced
Parametric Portfolio Associates LLC236,159$9.82M0.01%+83,954+55.2%Added
Legal & General Group Plc240,780$10.0M0.00%+6,757+2.9%Added
Man Group plc242,148$10.1M0.03%−58,029−19.3%Reduced
Impax Asset Management Group plc258,620$10.8M0.04%00.0%Unchanged
Credit Suisse AG266,763$11.1M0.01%+187,447+236.3%Added
Premier Fund Managers Ltd284,054$11.7M0.38%+67,447+31.1%Added
First Trust Advisors LP286,769$11.9M0.01%−86,376−23.1%Reduced
Picton Mahoney Asset Management295,259$12.3M0.44%+15,100+5.4%Added
Alliancebernstein L.P.303,876$12.6M0.00%−34,814−10.3%Reduced
Hudson Way Capital Management LLC338,205$14.1M3.20%−41,431−10.9%Reduced
Weiss Multi-Strategy Advisers LLC345,435$14.4M0.33%−178,272−34.0%Reduced
Ameriprise Financial Inc355,333$14.8M0.00%−1290.0%Reduced
Allspring Global Investments Holdings, LLC380,953$15.8M0.02%+380,953New
Bank of America Corp458,257$19.1M0.00%+176,543+62.7%Added
Handelsbanken Fonder AB474,100$19.7M0.10%−300−0.1%Reduced
Congress Asset Management Co516,502$21.5M0.16%+69,295+15.5%Added
Nuveen Asset Management, LLC586,452$22.1M0.01%−30,650−5.0%Reduced
Victory Capital Management Inc578,644$24.1M0.02%−26,584−4.4%Reduced
Charles Schwab Investment Management Inc598,412$24.9M0.01%+11,977+2.0%Added
Woodline Partners LP611,627$25.4M0.37%−13,808−2.2%Reduced