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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 2023 vs. Q3 2023

How the institutions holding Simply Good Foods Co changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of SMPL: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2432267+26
Shares86.8M7.24K88.2M+1.44M (+1.7%)
Value$3.00B$249.2K$3.49B+$494.7M (+16.5%)

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (52)

Institutions that held Simply Good Foods Co at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to SMPL in Q4 2023
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC638,189$25.3M0.07%
Boston Partners508,541$20.2M0.03%
Twinbeech Capital LP150,082$5.94M0.10%
Wellington Management Group LLP123,194$4.88M0.00%
Jane Street Group, LLC101,505$4.02M0.00%
Macquarie Group Ltd81,687$3.23M0.00%
Candriam Luxembourg S.C.A.61,143$2.42M0.02%
Landscape Capital Management, L.L.C.61,144$2.42M0.22%
Weiss Multi-Strategy Advisers LLC58,359$2.31M0.06%
Engineers Gate Manager LP36,548$1.45M0.04%
Van Hulzen Asset Management, LLC25,460$1.01M0.07%
Simplex Trading, LLC19,469$770.0K0.02%
Hilton Capital Management, LLC16,354$647.6K0.07%
Lombard Odier Asset Management (USA) Corp15,901$629.7K0.09%
Qube Research & Technologies Ltd15,225$602.9K0.00%
Prelude Capital Management, LLC12,753$505.0K0.04%
Creative Planning12,633$500.3K0.00%
Susquehanna Portfolio Strategies, LLC12,149$481.1K0.01%
Toroso Investments, LLC11,843$469.0K0.01%
Y-Intercept (Hong Kong) Ltd11,743$465.0K0.04%
Janney Capital Management LLC10,567$418.0K0.03%
Norden Group LLC10,278$407.0K0.07%
Gabelli Funds LLC10,000$396.0K0.00%
Inceptionr LLC9,687$383.6K0.27%
Ossiam9,525$377.2K0.01%
Everence Capital Management Inc9,530$377.0K0.03%
Deerfield Management Company, L.P. (Series C)9,202$364.4K0.01%
Pathstone Holdings, LLC7,612$301.4K0.00%
Mariner, LLC6,803$269.6K0.00%
QRG Capital Management, Inc.6,454$255.6K0.00%
Degroof Petercam Asset Management6,121$242.4K0.00%
JustInvest LLC5,912$234.1K0.01%
Sequoia Financial Advisors, LLC5,843$231.4K0.00%
CIBC Asset Management Inc5,727$226.8K0.00%
Profund Advisors LLC5,715$226.3K0.01%
AQR Capital Management LLC5,685$225.1K0.00%
Mackenzie Financial Corp5,570$220.6K0.00%
Janney Montgomery Scott LLC5,543$220.0K0.00%
Xponance, Inc.5,508$218.1K0.00%
Shell Asset Management Co5,255$208.0K0.01%
Lido Advisors, LLC5,119$202.7K0.00%
EntryPoint Capital, LLC3,837$151.9K0.15%
Quest Partners LLC2,687$106.4K0.02%
Lazard Asset Management LLC1,819$72.0K0.00%
Principal Securities, Inc.902$35.7K0.00%
GAMMA Investing LLC496$18.7K0.01%
SYSTM Wealth Solutions LLC308$12.2K0.00%
Benjamin F. Edwards & Company, Inc.116$5.00K0.00%
Advisory Services Network, LLC100$3.96K0.00%
Bokf, NA68$2.69K0.00%
Federated Hermes, Inc.11$4360.00%
DiNuzzo Private Wealth, Inc.11$4360.00%

Sold out (26)

Institutions that held Simply Good Foods Co at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (2)

Institutions that held Simply Good Foods Co at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMPL in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Advisor Partners II, LLC7,189$248.2K
Steward Financial Group LLC51$1.00K