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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 2022

Institutional positions in Simply Good Foods Co as of Dec 31, 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
239
+9 vs. Q3 2022
Shares held
85.9M
+1.33M (+1.6%) vs. Q3 2022
Total value
$3.27B
+$559.7M (+20.7%) vs. Q3 2022
New holders
37
92 more added
Sold out
28
84 more reduced

5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 239 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 2022: $3.27B
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 2022

Shares, value and share of portfolio for each institution holding Simply Good Foods Co; share changes are against Q3 2022.

Institutions holding SMPL in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.13,961,172$530.9M0.02%+194,225+1.4%Added
Vanguard Group Inc10,610,576$403.5M0.01%+1,019,321+10.6%Added
Capital World Investors6,134,300$233.3M0.05%+100,000+1.7%Added
T. Rowe Price Investment Management, Inc.3,106,381$118.1M0.09%+559,980+22.0%Added
State Street Corp2,839,982$108.0M0.01%−12,355−0.4%Reduced
Champlain Investment Partners, LLC2,667,239$101.4M0.65%−98,360−3.6%Reduced
Silvercrest Asset Management Group LLC2,665,506$101.4M0.78%+91,044+3.5%Added
Janus Henderson Group PLC2,426,543$92.3M0.07%−13,070−0.5%Reduced
Loomis Sayles & Co L P2,343,659$89.1M0.18%−25,764−1.1%Reduced
Dimensional Fund Advisors LP2,065,671$78.6M0.03%−197,578−8.7%Reduced
Brown Advisory Inc1,872,860$71.2M0.13%+87,529+4.9%Added
Geode Capital Management, LLC1,615,123$61.4M0.01%+27,365+1.7%Added
Wellington Management Group LLP1,593,572$60.6M0.01%+430,059+37.0%Added
Invesco Ltd.1,498,155$57.0M0.02%+28,917+2.0%Added
Price T Rowe Associates Inc1,464,634$55.7M0.01%+31,520+2.2%Added
Principal Financial Group Inc1,425,225$54.2M0.04%+235,365+19.8%Added
Eagle Asset Management Inc1,445,781$54.2M0.33%−106,956−6.9%Reduced
Fuller & Thaler Asset Management, Inc.1,287,141$49.0M0.31%+427,974+49.8%Added
Franklin Resources Inc1,239,079$47.1M0.02%−4,089−0.3%Reduced
TimesSquare Capital Management, LLC1,164,590$44.3M0.63%−126,800−9.8%Reduced
Emerald Advisers, LLC1,057,790$40.2M1.94%−94,540−8.2%Reduced
Northern Trust Corp1,000,619$38.1M0.01%+9,825+1.0%Added
Bank of New York Mellon Corp984,375$37.4M0.01%+79,360+8.8%Added
Victory Capital Management Inc947,855$36.0M0.04%−164,283−14.8%Reduced
Norges Bank908,265$34.5M0.01%−37,138−3.9%Reduced
FMR LLC898,953$34.2M0.00%−32,193−3.5%Reduced
Emerald Mutual Fund Advisers Trust834,405$31.7M1.97%−178,315−17.6%Reduced
Congress Asset Management Co735,885$28.0M0.28%+15,651+2.2%Added
Handelsbanken Fonder AB715,300$27.2M0.17%+230,300+47.5%Added
Goldman Sachs Group Inc702,254$26.7M0.01%−120,752−14.7%Reduced
Woodline Partners LP700,492$26.6M0.37%−73,128−9.5%Reduced
Charles Schwab Investment Management Inc679,374$25.8M0.01%+17,924+2.7%Added
Morgan Stanley550,993$21.0M0.00%+12,419+2.3%Added
Neuberger Berman Group LLC500,872$19.0M0.02%+64,873+14.9%Added
Allspring Global Investments Holdings, LLC447,207$17.0M0.03%+105,336+30.8%Added
Scopus Asset Management, L.P.437,500$16.6M0.67%+362,500+483.3%Added
Ameriprise Financial Inc410,238$15.6M0.01%+19,904+5.1%Added
Cramer Rosenthal McGlynn LLC406,779$15.5M0.68%+406,779New
Bank of America Corp356,885$13.6M0.00%+101,895+40.0%Added
Point72 Asset Management, L.P.329,326$12.5M0.05%+329,326New
Nuveen Asset Management, LLC297,056$11.3M0.00%−40,083−11.9%Reduced
Handelsinvest Investeringsforvaltning290,000$11.0M1.74%+112,000+62.9%Added
Segall Bryant & Hamill, LLC268,172$10.2M0.11%+18,602+7.5%Added
Picton Mahoney Asset Management266,155$10.1M0.52%−38,748−12.7%Reduced
Impax Asset Management Group plc258,620$9.84M0.04%00.0%Unchanged
Legal & General Group Plc250,649$9.53M0.00%+726+0.3%Added
Rhumbline Advisers236,893$9.01M0.01%+3,645+1.6%Added
Balyasny Asset Management LLC233,305$8.87M0.03%−390,286−62.6%Reduced
Swiss National Bank206,000$7.83M0.01%+3,700+1.8%Added
Bridgewater Associates, LP196,970$7.49M0.04%−31,581−13.8%Reduced
Man Group plc188,416$7.17M0.03%+11,192+6.3%Added
Credit Suisse AG183,924$6.99M0.01%−54,215−22.8%Reduced
JPMorgan Chase & Co181,749$6.91M0.00%−8,969−4.7%Reduced
Premier Fund Managers Ltd179,811$6.82M0.27%+130,361+263.6%Added
Alliancebernstein L.P.173,570$6.60M0.00%−27,397−13.6%Reduced
Putnam Investments LLC173,266$6.59M0.01%+1,692+1.0%Added
Congress Wealth Management LLC155,084$5.90M0.15%+1,531+1.0%Added
Public Sector Pension Investment Board153,083$5.82M0.05%−3,301−2.1%Reduced
Rheos Capital Works Inc.149,000$5.67M0.34%00.0%Unchanged
Lighthouse Investment Partners, LLC145,329$5.53M1.02%+145,329New
Arrowstreet Capital, Limited Partnership139,916$5.32M0.01%−214,304−60.5%Reduced
Madison Asset Management, LLC139,411$5.30M0.08%−17,821−11.3%Reduced
Bessemer Group Inc138,138$5.25M0.01%+45,900+49.8%Added
Cohen Capital Management, Inc.115,797$4.40M0.90%00.0%Unchanged
Ami Asset Management Corp115,265$4.38M0.31%−302−0.3%Reduced
California State Teachers Retirement System109,694$4.17M0.01%+719+0.7%Added
New York State Teachers Retirement System106,519$4.05M0.01%−8,400−7.3%Reduced
Allianz Asset Management GmbH98,664$3.75M0.01%+24,155+32.4%Added
Envestnet Asset Management Inc90,871$3.46M0.00%+7,954+9.6%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys90,054$3.42M0.03%+12,321+15.9%Added
Prudential Financial Inc88,560$3.37M0.01%−1,833−2.0%Reduced
Thrivent Financial for Lutherans86,311$3.28M0.01%−1,881−2.1%Reduced
Millennium Management LLC86,158$3.28M0.00%−335,044−79.5%Reduced
Great West Life Assurance Co85,715$3.26M0.01%−11,984−12.3%Reduced
Teachers Retirement System of the State of Kentucky81,065$3.08M0.03%+11,406+16.4%Added
Wilson Asset Management (International) Pty Ltd80,709$3.07M0.93%00.0%Unchanged
First Trust Advisors LP79,607$3.03M0.00%−9,278−10.4%Reduced
UBS Asset Management Americas Inc78,705$2.99M0.00%+647+0.8%Added
Voya Investment Management LLC75,831$2.88M0.00%−295−0.4%Reduced
Wells Fargo & Company73,091$2.78M0.00%−2,074−2.8%Reduced
ClariVest Asset Management LLC69,090$2.63M0.13%−222−0.3%Reduced
New York State Common Retirement Fund66,000$2.51M0.00%+2,700+4.3%Added
Panagora Asset Management Inc65,215$2.48M0.02%−255,869−79.7%Reduced
State of Tennessee, Treasury Department63,268$2.41M0.01%−9,891−13.5%Reduced
Natixis Advisors, L.P.61,084$2.32M0.01%+14,241+30.4%Added
State of New Jersey Common Pension Fund D60,220$2.29M0.01%−14,312−19.2%Reduced
State of Alaska, Department of Revenue58,593$2.23M0.03%−505−0.9%Reduced
Cinctive Capital Management LP56,775$2.16M0.11%+7,237+14.6%Added
Texas Permanent School Fund56,570$2.15M0.03%−4,789−7.8%Reduced
Weiss Multi-Strategy Advisers LLC56,226$2.14M0.06%−150,451−72.8%Reduced
Yousif Capital Management, LLC55,814$2.12M0.03%−16,055−22.3%Reduced
TownSquare Capital, LLC52,228$1.99M0.05%+11,968+29.7%Added
Covea Finance51,500$1.96M0.10%−43,500−45.8%Reduced
Raymond James & Associates50,716$1.93M0.00%+4,523+9.8%Added
Renaissance Technologies LLC50,700$1.93M0.00%+50,700New
UBS Group AG50,505$1.92M0.00%+23,209+85.0%Added
Royal Bank of Canada50,462$1.92M0.00%+10,958+27.7%Added
Citigroup Inc50,428$1.92M0.00%+7,853+18.4%Added
American International Group, Inc.47,950$1.82M0.01%−1,038−2.1%Reduced
Comerica Bank49,777$1.80M0.01%−15,505−23.8%Reduced