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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.

Q4 2022 vs. Q3 2022

How the institutions holding Simply Good Foods Co changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of SMPL: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders2355239+9
Shares84.9M293.1K85.9M+1.33M (+1.6%)
Value$2.72B$9.37M$3.27B+$559.7M (+20.7%)

5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (37)

Institutions that held Simply Good Foods Co at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to SMPL in Q4 2022
InstitutionSharesValue% of portfolio
Cramer Rosenthal McGlynn LLC406,779$15.5M0.68%
Point72 Asset Management, L.P.329,326$12.5M0.05%
Lighthouse Investment Partners, LLC145,329$5.53M1.02%
Renaissance Technologies LLC50,700$1.93M0.00%
Maryland State Retirement & Pension System34,638$1.32M0.04%
Eisler Capital (US) LLC34,000$1.23M1.97%
Campbell & CO Investment Adviser LLC16,049$610.3K0.15%
Wesbanco Bank Inc13,146$500.0K0.02%
Pictet Asset Management SA10,201$388.0K0.00%
KLR Investment Advisors, LLC9,861$375.0K0.31%
Alliance Wealth Advisors, LLC7,389$281.0K0.13%
Intrust Bank NA7,373$280.4K0.04%
Dakota Wealth Management6,272$238.5K0.02%
LPL Financial LLC6,053$230.2K0.00%
Forte Capital LLC5,760$219.1K0.04%
PFS Investments Inc.5,695$217.0K0.00%
Mackenzie Financial Corp5,570$211.8K0.00%
Profund Advisors LLC5,418$206.0K0.01%
Mariner, LLC5,393$205.0K0.00%
Shelton Capital Management5,356$203.7K0.02%
Point72 Middle East FZE784$29.8K0.00%
GWM Advisors LLC211$8.02K0.00%
Belpointe Asset Management LLC185$7.04K0.00%
Zions Bancorporation, N.A.181$6.88K0.00%
Quarry LP124$4.72K0.01%
Advisory Services Network, LLC100$3.80K0.00%
Spire Wealth Management75$3.00K0.00%
Massmutual Trust Co FSB33$1.00K0.00%
Bogart Wealth, LLC25$9510.00%
Horan Securities, Inc.23$8750.00%
Comerica Securities,inc.21$7980.00%
AdvisorNet Financial, Inc18$6850.00%
Allworth Financial LP12$4560.00%
Gradient Investments LLC11$4180.00%
IMA Wealth, Inc.3$1140.00%
Tfo-TDC, LLC2$1070.00%
Steward Financial Group LLC3$00.00%

Sold out (28)

Institutions that held Simply Good Foods Co at the end of Q3 2022 and filed for Q4 2022 without it.

Not filed for Q4 2022 yet (5)

Institutions that held Simply Good Foods Co at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMPL in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Artha Asset Management LLC205,448$6.57M
Kehrs Ridge Capital,LLC80,000$2.56M
FourThought Financial, LLC3,770$121.0K
American Portfolios Advisors3,558$113.8K
Wipfli Financial Advisors LLC,283$9.00K