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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, Q3 2022

Institutional positions in Simply Good Foods Co as of Sep 30, 2022. 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
235
0 vs. Q2 2022
Shares held
84.9M
−2.81M (−3.2%) vs. Q2 2022
Total value
$2.72B
−$604.4M (−18.2%) vs. Q2 2022
New holders
38
79 more added
Sold out
38
90 more reduced

4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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 holdersQ3 2022: 235 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 heldQ3 2022: $2.72B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Simply Good Foods Co; share changes are against Q2 2022.

Institutions holding SMPL in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Arizona State Retirement System23,184$742.0K0.01%+1,040+4.7%Added
Blair William & Co23,607$755.0K0.00%−6,754−22.2%Reduced
HSBC Holdings PLC23,794$770.0K0.00%+1,054+4.6%Added
Wolverine Trading, LLC24,774$795.0K0.03%−3,442−12.2%Reduced
Teacher Retirement System of Texas25,603$819.0K0.01%+11,570+82.4%Added
UBS Group AG27,296$873.0K0.00%−15,226−35.8%Reduced
Oregon Public Employees Retirement Fund28,336$906.0K0.01%−658−2.3%Reduced
State Board of Administration of Florida Retirement System30,199$966.0K0.00%00.0%Unchanged
Barclays PLC30,492$975.0K0.00%−11,799−27.9%Reduced
Tudor Investment Corp Et Al34,780$1.11M0.03%+34,780New
Manufacturers Life Insurance Company, The35,707$1.14M0.00%−559−1.5%Reduced
Gsa Capital Partners LLP37,937$1.21M0.16%+31,515+490.7%Added
Mirae Asset Global Investments Co., Ltd.38,138$1.22M0.00%+13,000+51.7%Added
Royal Bank of Canada39,504$1.26M0.00%−688−1.7%Reduced
Harbour Capital Advisors, LLC38,230$1.26M0.44%−535−1.4%Reduced
TownSquare Capital, LLC40,260$1.29M0.04%+4,097+11.3%Added
Renaissance Group LLC40,410$1.29M0.07%+1,843+4.8%Added
Louisiana State Employees Retirement System40,800$1.30M0.04%−1,900−4.4%Reduced
Ensign Peak Advisors, Inc42,169$1.35M0.00%−58−0.1%Reduced
Deutsche Bank AG42,244$1.35M0.00%−8,035−16.0%Reduced
Amalgamated Bank42,589$1.36M0.01%−152−0.4%Reduced
Citigroup Inc42,575$1.36M0.00%+2,330+5.8%Added
Chimera Capital Management LLC42,915$1.37M0.38%+42,915New
Dana Investment Advisors, Inc.44,015$1.41M0.08%+2,255+5.4%Added
Raymond James & Associates46,193$1.48M0.00%−14,669−24.1%Reduced
Natixis Advisors, L.P.46,843$1.50M0.01%−20,227−30.2%Reduced
American International Group, Inc.48,988$1.57M0.01%+318+0.7%Added
Cinctive Capital Management LP49,538$1.58M0.07%+49,538New
Premier Fund Managers Ltd49,450$1.59M0.12%−248,004−83.4%Reduced
MetLife Investment Management49,744$1.59M0.01%+2,985+6.4%Added
BNP Paribas Arbitrage, SA52,820$1.69M0.00%+15,243+40.6%Added
Squarepoint Ops LLC52,846$1.69M0.02%+52,846New
Los Angeles Capital Management LLC55,656$1.78M0.01%+55,656New
State of Alaska, Department of Revenue59,098$1.89M0.03%−7,717−11.5%Reduced
Aigen Investment Management, LP59,869$1.92M0.27%+59,869New
Texas Permanent School Fund61,359$1.96M0.03%−2,481−3.9%Reduced
Connor, Clark & Lunn Investment Management Ltd.61,486$1.97M0.01%+30,127+96.1%Added
New York State Common Retirement Fund63,300$2.02M0.00%−200.0%Reduced
SG Americas Securities, LLC64,771$2.07M0.03%+39,575+157.1%Added
Susquehanna International Group, LLP65,558$2.10M0.00%+23,252+55.0%Added
ClariVest Asset Management LLC69,312$2.22M0.11%+8,012+13.1%Added
Teachers Retirement System of the State of Kentucky69,659$2.23M0.03%+69,659New
Jump Financial, LLC70,862$2.27M0.09%+70,862New
Yousif Capital Management, LLC71,869$2.30M0.03%−3,570−4.7%Reduced
State of Tennessee, Treasury Department73,159$2.34M0.01%+9,221+14.4%Added
Allianz Asset Management GmbH74,509$2.38M0.01%00.0%Unchanged
State of New Jersey Common Pension Fund D74,532$2.38M0.01%+14,194+23.5%Added
Scopus Asset Management, L.P.75,000$2.40M0.14%−774,800−91.2%Reduced
Wells Fargo & Company75,165$2.40M0.00%−34,142−31.2%Reduced
Voya Investment Management LLC76,126$2.44M0.00%+19,808+35.2%Added
Comerica Bank65,282$2.47M0.02%−9,942−13.2%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys77,733$2.49M0.03%−2,784−3.5%Reduced
SEI Investments Co77,992$2.50M0.01%+6,300+8.8%Added
UBS Asset Management Americas Inc78,058$2.50M0.00%−26,041−25.0%Reduced
Kehrs Ridge Capital,LLC80,000$2.56M0.99%−125,000−61.0%Reduced
Wilson Asset Management (International) Pty Ltd80,709$2.58M0.87%00.0%Unchanged
Envestnet Asset Management Inc82,917$2.65M0.00%+5,495+7.1%Added
Thrivent Financial for Lutherans88,192$2.82M0.01%+1,416+1.6%Added
First Trust Advisors LP88,885$2.84M0.00%−133,247−60.0%Reduced
Prudential Financial Inc90,393$2.90M0.00%−3,303−3.5%Reduced
Bessemer Group Inc92,238$2.95M0.01%−300−0.3%Reduced
Covea Finance95,000$3.04M0.16%00.0%Unchanged
Great West Life Assurance Co97,699$3.12M0.01%+11,058+12.8%Added
Cubist Systematic Strategies, LLC104,359$3.34M0.02%+82,104+368.9%Added
Citadel Advisors LLC105,517$3.38M0.00%+105,517New
California State Teachers Retirement System108,975$3.49M0.01%+712+0.7%Added
New York State Teachers Retirement System114,919$3.68M0.01%+8,100+7.6%Added
Ami Asset Management Corp115,567$3.70M0.27%−55,282−32.4%Reduced
Cohen Capital Management, Inc.115,797$3.70M0.82%−3,162−2.7%Reduced
Susquehanna Fundamental Investments, LLC121,698$3.89M0.07%+121,698New
HRT Financial LP138,362$4.43M0.05%+138,362New
Rheos Capital Works Inc.149,000$4.77M0.32%00.0%Unchanged
Congress Wealth Management LLC153,553$4.91M0.13%+8,685+6.0%Added
ExodusPoint Capital Management, LP155,423$4.97M0.07%+155,423New
Public Sector Pension Investment Board156,384$5.00M0.04%−7,120−4.4%Reduced
Madison Asset Management, LLC157,232$5.03M0.08%+33,685+27.3%Added
Putnam Investments LLC171,574$5.49M0.01%+9,035+5.6%Added
Marshall Wace, LLP175,176$5.60M0.01%+175,176New
Man Group plc177,224$5.67M0.03%––
Handelsinvest Investeringsforvaltning178,000$5.69M0.89%+3,000+1.7%Added
JPMorgan Chase & Co190,718$6.10M0.00%+3,404+1.8%Added
J. Goldman & Co LP196,075$6.27M0.47%+196,075New
Alliancebernstein L.P.200,967$6.43M0.00%−66,880−25.0%Reduced
Swiss National Bank202,300$6.47M0.00%+9,800+5.1%Added
Artha Asset Management LLC205,448$6.57M7.27%+205,448New
Weiss Multi-Strategy Advisers LLC206,677$6.61M0.18%+1,137+0.6%Added
Bridgewater Associates, LP228,551$7.31M0.04%−7,472−3.2%Reduced
Rhumbline Advisers233,248$7.46M0.01%+6,702+3.0%Added
Credit Suisse AG238,139$7.62M0.01%−8,643−3.5%Reduced
Segall Bryant & Hamill, LLC249,570$7.98M0.10%+4,970+2.0%Added
Legal & General Group Plc249,923$8.00M0.00%−3,169−1.3%Reduced
Bank of America Corp254,990$8.16M0.00%+19,999+8.5%Added
Impax Asset Management Group plc258,620$8.27M0.04%00.0%Unchanged
Picton Mahoney Asset Management304,903$9.76M0.45%−22,700−6.9%Reduced
Panagora Asset Management Inc321,084$10.3M0.07%+618+0.2%Added
Nuveen Asset Management, LLC337,139$10.8M0.00%−158,183−31.9%Reduced
Allspring Global Investments Holdings, LLC341,871$10.9M0.02%+62,420+22.3%Added
Arrowstreet Capital, Limited Partnership354,220$11.3M0.02%+104,762+42.0%Added
Ameriprise Financial Inc390,334$12.5M0.00%−15,493−3.8%Reduced
Millennium Management LLC421,202$13.5M0.02%−37,869−8.2%Reduced