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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
Bank of America Corp356,885$13.6M0.00%+101,895+40.0%Added
Cramer Rosenthal McGlynn LLC406,779$15.5M0.68%+406,779New
Ameriprise Financial Inc410,238$15.6M0.01%+19,904+5.1%Added
Scopus Asset Management, L.P.437,500$16.6M0.67%+362,500+483.3%Added
Allspring Global Investments Holdings, LLC447,207$17.0M0.03%+105,336+30.8%Added
Neuberger Berman Group LLC500,872$19.0M0.02%+64,873+14.9%Added
Morgan Stanley550,993$21.0M0.00%+12,419+2.3%Added
Charles Schwab Investment Management Inc679,374$25.8M0.01%+17,924+2.7%Added
Woodline Partners LP700,492$26.6M0.37%−73,128−9.5%Reduced
Goldman Sachs Group Inc702,254$26.7M0.01%−120,752−14.7%Reduced
Handelsbanken Fonder AB715,300$27.2M0.17%+230,300+47.5%Added
Congress Asset Management Co735,885$28.0M0.28%+15,651+2.2%Added
Emerald Mutual Fund Advisers Trust834,405$31.7M1.97%−178,315−17.6%Reduced
FMR LLC898,953$34.2M0.00%−32,193−3.5%Reduced
Norges Bank908,265$34.5M0.01%−37,138−3.9%Reduced
Victory Capital Management Inc947,855$36.0M0.04%−164,283−14.8%Reduced
Bank of New York Mellon Corp984,375$37.4M0.01%+79,360+8.8%Added
Northern Trust Corp1,000,619$38.1M0.01%+9,825+1.0%Added
Emerald Advisers, LLC1,057,790$40.2M1.94%−94,540−8.2%Reduced
TimesSquare Capital Management, LLC1,164,590$44.3M0.63%−126,800−9.8%Reduced
Franklin Resources Inc1,239,079$47.1M0.02%−4,089−0.3%Reduced
Fuller & Thaler Asset Management, Inc.1,287,141$49.0M0.31%+427,974+49.8%Added
Eagle Asset Management Inc1,445,781$54.2M0.33%−106,956−6.9%Reduced
Principal Financial Group Inc1,425,225$54.2M0.04%+235,365+19.8%Added
Price T Rowe Associates Inc1,464,634$55.7M0.01%+31,520+2.2%Added
Invesco Ltd.1,498,155$57.0M0.02%+28,917+2.0%Added
Wellington Management Group LLP1,593,572$60.6M0.01%+430,059+37.0%Added
Geode Capital Management, LLC1,615,123$61.4M0.01%+27,365+1.7%Added
Brown Advisory Inc1,872,860$71.2M0.13%+87,529+4.9%Added
Dimensional Fund Advisors LP2,065,671$78.6M0.03%−197,578−8.7%Reduced
Loomis Sayles & Co L P2,343,659$89.1M0.18%−25,764−1.1%Reduced
Janus Henderson Group PLC2,426,543$92.3M0.07%−13,070−0.5%Reduced
Silvercrest Asset Management Group LLC2,665,506$101.4M0.78%+91,044+3.5%Added
Champlain Investment Partners, LLC2,667,239$101.4M0.65%−98,360−3.6%Reduced
State Street Corp2,839,982$108.0M0.01%−12,355−0.4%Reduced
T. Rowe Price Investment Management, Inc.3,106,381$118.1M0.09%+559,980+22.0%Added
Capital World Investors6,134,300$233.3M0.05%+100,000+1.7%Added
Vanguard Group Inc10,610,576$403.5M0.01%+1,019,321+10.6%Added
BlackRock Inc.13,961,172$530.9M0.02%+194,225+1.4%Added
J. Goldman & Co LP0$00.00%−196,075−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−155,423−100.0%Sold out
HRT Financial LP0$00.00%−138,362−100.0%Sold out
Jump Financial, LLC0$00.00%−70,862−100.0%Sold out
Aigen Investment Management, LP0$00.00%−59,869−100.0%Sold out
Squarepoint Ops LLC0$00.00%−52,846−100.0%Sold out
Chimera Capital Management LLC0$00.00%−42,915−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−34,780−100.0%Sold out
Csenge Advisory Group0$00.00%−18,647−100.0%Sold out
Quantbot Technologies LP0$00.00%−16,936−100.0%Sold out
Advisory Research Inc0$00.00%−16,894−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−16,861−100.0%Sold out
Martingale Asset Management L P0$00.00%−16,000−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−15,606−100.0%Sold out
Eisler Capital (UK) Ltd.0$00.00%−11,000−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−9,907−100.0%Sold out
NorthCrest Asset Manangement, LLC0$00.00%−8,218−100.0%Sold out
Quantamental Technologies LLC0$00.00%−8,095−100.0%Sold out
ZWJ Investment Counsel Inc0$00.00%−8,000−100.0%Sold out
Nkcfo LLC0$00.00%−7,900−100.0%Sold out
PDT Partners, LLC0$00.00%−7,407−100.0%Sold out
Jane Street Group, LLC0$00.00%−6,571−100.0%Sold out
Macquarie Group Ltd0$00.00%−2,465−100.0%Sold out
Lazard Asset Management LLC0$00.00%−3,038−100.0%Sold out
Walleye Trading LLC0$00.00%−2,135−100.0%Sold out
State of Wyoming0$00.00%−1,085−100.0%Sold out
Brown Brothers Harriman & Co0$00.00%−413−100.0%Sold out
Absolute Capital Management, LLC0$00.00%−34−100.0%Sold out
Artha Asset Management LLC––––Not filed
Kehrs Ridge Capital,LLC––––Not filed
FourThought Financial, LLC––––Not filed
American Portfolios Advisors––––Not filed
Wipfli Financial Advisors LLC,––––Not filed