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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, Q1 2023

Institutional positions in Simply Good Foods Co as of Mar 31, 2023. 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
242
+5 vs. Q4 2022
Shares held
90.6M
+4.76M (+5.5%) vs. Q4 2022
Total value
$3.61B
+$344.3M (+10.5%) vs. Q4 2022
New holders
33
85 more added
Sold out
28
86 more reduced

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 242 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 heldQ1 2023: $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, Q1 2023

Shares, value and share of portfolio for each institution holding Simply Good Foods Co; share changes are against Q4 2022.

Institutions holding SMPL in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Cramer Rosenthal McGlynn LLC349,863$13.9M0.63%−56,916−14.0%Reduced
Millennium Management LLC356,109$14.2M0.02%+269,951+313.3%Added
Ameriprise Financial Inc402,293$16.0M0.01%−7,945−1.9%Reduced
Bank of America Corp427,093$17.0M0.00%+70,208+19.7%Added
Goldman Sachs Group Inc460,983$18.3M0.00%−241,271−34.4%Reduced
Allspring Global Investments Holdings, LLC464,026$18.5M0.03%+16,819+3.8%Added
Citadel Advisors LLC486,695$19.4M0.02%+455,990+1,485.1%Added
Morgan Stanley535,568$21.3M0.00%−15,425−2.8%Reduced
TimesSquare Capital Management, LLC570,900$22.7M0.33%−593,690−51.0%Reduced
Woodline Partners LP652,845$26.0M0.37%−47,647−6.8%Reduced
Charles Schwab Investment Management Inc704,854$28.0M0.01%+25,480+3.8%Added
FMR LLC785,058$31.2M0.00%−113,895−12.7%Reduced
Congress Asset Management Co799,551$31.8M0.30%+63,666+8.7%Added
Handelsbanken Fonder AB815,300$32.4M0.19%+100,000+14.0%Added
Emerald Mutual Fund Advisers Trust839,956$33.4M1.97%+5,551+0.7%Added
Victory Capital Management Inc919,843$36.6M0.04%−28,012−3.0%Reduced
Eagle Asset Management Inc923,195$36.7M0.21%−522,586−36.1%Reduced
Norges Bank935,561$37.2M0.01%+27,296+3.0%Added
Northern Trust Corp1,007,238$40.1M0.01%+6,619+0.7%Added
Emerald Advisers, LLC1,045,276$41.6M1.99%−12,514−1.2%Reduced
Bank of New York Mellon Corp1,073,800$42.7M0.01%+89,425+9.1%Added
Scopus Asset Management, L.P.1,200,000$47.7M1.78%+762,500+174.3%Added
Franklin Resources Inc1,216,233$48.4M0.02%−22,846−1.8%Reduced
Fuller & Thaler Asset Management, Inc.1,321,318$52.5M0.30%+34,177+2.7%Added
Principal Financial Group Inc1,458,061$58.0M0.04%+32,836+2.3%Added
Price T Rowe Associates Inc1,459,318$58.0M0.01%−5,316−0.4%Reduced
Invesco Ltd.1,476,383$58.7M0.02%−21,772−1.5%Reduced
Geode Capital Management, LLC1,691,844$67.3M0.01%+76,721+4.8%Added
Loomis Sayles & Co L P1,721,603$68.5M0.12%−622,056−26.5%Reduced
Wellington Management Group LLP1,743,937$69.4M0.01%+150,365+9.4%Added
Brown Advisory Inc1,879,907$74.8M0.13%+7,047+0.4%Added
Tiedemann Advisors, LLC2,089,203$83.0M3.77%+2,089,203New
Dimensional Fund Advisors LP2,410,912$95.9M0.03%+345,241+16.7%Added
Janus Henderson Group PLC2,438,270$97.0M0.06%+11,727+0.5%Added
Neuberger Berman Group LLC2,588,432$102.9M0.10%+2,087,560+416.8%Added
Champlain Investment Partners, LLC2,616,479$104.1M0.66%−50,760−1.9%Reduced
Silvercrest Asset Management Group LLC2,629,605$104.6M0.79%−35,901−1.3%Reduced
State Street Corp2,942,269$117.0M0.01%+102,287+3.6%Added
T. Rowe Price Investment Management, Inc.3,317,901$132.0M0.09%+211,520+6.8%Added
Capital World Investors6,134,300$244.0M0.05%00.0%Unchanged
Vanguard Group Inc10,794,080$429.3M0.01%+183,504+1.7%Added
BlackRock Inc.13,665,784$543.5M0.02%−295,388−2.1%Reduced
Arrowstreet Capital, Limited Partnership0$00.00%−139,916−100.0%Sold out
Wilson Asset Management (International) Pty Ltd0$00.00%−80,709−100.0%Sold out
Panagora Asset Management Inc0$00.00%−65,215−100.0%Sold out
Renaissance Technologies LLC0$00.00%−50,700−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−46,811−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−34,623−100.0%Sold out
Eisler Capital (US) LLC0$00.00%−34,000−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−28,461−100.0%Sold out
Wolverine Trading, LLC0$00.00%−26,163−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−25,326−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−21,699−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−16,049−100.0%Sold out
ETF Managers Group, LLC0$00.00%−13,641−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−9,800−100.0%Sold out
Mariner, LLC0$00.00%−5,393−100.0%Sold out
Shelton Capital Management0$00.00%−5,356−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−4,927−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−3,201−100.0%Sold out
Meeder Asset Management Inc0$00.00%−1,304−100.0%Sold out
Sutton Wealth Advisors Inc.0$00.00%−1,245−100.0%Sold out
Point72 Middle East FZE0$00.00%−784−100.0%Sold out
GWM Advisors LLC0$00.00%−211−100.0%Sold out
Zions Bancorporation, N.A.0$00.00%−181−100.0%Sold out
Quarry LP0$00.00%−124−100.0%Sold out
Federated Hermes, Inc.0$00.00%−108−100.0%Sold out
Aua Capital Management, LLC0$00.00%−66−100.0%Sold out
Bogart Wealth, LLC0$00.00%−25−100.0%Sold out
Comerica Securities,inc.0$00.00%−21−100.0%Sold out
Comerica Bank––––Not filed
Heritage Wealth Management, LLC––––Not filed