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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 2023

Institutional positions in Simply Good Foods Co as of Dec 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
267
+26 vs. Q3 2023
Shares held
88.2M
+1.44M (+1.7%) vs. Q3 2023
Total value
$3.49B
+$494.7M (+16.5%) vs. Q3 2023
New holders
52
95 more added
Sold out
26
90 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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 2023: 267 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 2023: $3.49B
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 2023

Shares, value and share of portfolio for each institution holding Simply Good Foods Co; share changes are against Q3 2023.

Institutions holding SMPL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Brinker Capital Investments, LLC9,951$407.9K0.00%−813−7.6%Reduced
Orion Portfolio Solutions, LLC9,951$407.9K0.00%−813−7.6%Reduced
Janney Capital Management LLC10,567$418.0K0.03%+10,567New
Pictet Asset Management Holding SA11,014$436.2K0.00%+813+8.0%Added
Alliance Wealth Advisors, LLC11,210$443.9K0.15%+394+3.6%Added
MML Investors Services, LLC11,214$444.0K0.00%+806+7.7%Added
Y-Intercept (Hong Kong) Ltd11,743$465.0K0.04%+11,743New
Atria Wealth Solutions, Inc.11,825$468.3K0.01%−600−4.8%Reduced
Toroso Investments, LLC11,843$469.0K0.01%+11,843New
Guggenheim Capital LLC12,068$477.9K0.00%−6,123−33.7%Reduced
Susquehanna Portfolio Strategies, LLC12,149$481.1K0.01%+12,149New
Pitcairn Co12,400$491.0K0.04%−49−0.4%Reduced
Creative Planning12,633$500.3K0.00%+12,633New
Prelude Capital Management, LLC12,753$505.0K0.04%+12,753New
Advisor Group Holdings, Inc.13,565$537.1K0.00%−3,963−22.6%Reduced
Public Employees Retirement Association of Colorado13,678$542.0K0.00%−267−1.9%Reduced
Gotham Asset Management, LLC15,183$601.2K0.01%+3,511+30.1%Added
Qube Research & Technologies Ltd15,225$602.9K0.00%+15,225New
Exchange Traded Concepts, LLC15,640$619.3K0.02%00.0%Unchanged
Mutual of America Capital Management LLC15,864$628.2K0.01%−12−0.1%Reduced
Lombard Odier Asset Management (USA) Corp15,901$629.7K0.09%+15,901New
Hilton Capital Management, LLC16,354$647.6K0.07%+16,354New
HRT Financial LP17,655$699.0K0.01%−2,938−14.3%Reduced
Amundi16,925$699.7K0.00%+5,472+47.8%Added
ProShare Advisors LLC18,380$727.8K0.00%+3,600+24.4%Added
American Century Companies Inc18,492$732.3K0.00%00.0%Unchanged
SG Americas Securities, LLC18,823$745.0K0.01%−10,955−36.8%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main19,196$760.2K0.00%00.0%Unchanged
Simplex Trading, LLC19,469$770.0K0.02%+19,469New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys19,559$774.5K0.01%−41,005−67.7%Reduced
Teacher Retirement System of Texas20,007$792.0K0.01%+326+1.7%Added
Diversified Trust Co20,793$823.4K0.03%+1,453+7.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)21,281$842.7K0.00%+5,583+35.6%Added
Tower Research Capital LLC (TRC)22,726$899.9K0.01%+18,295+412.9%Added
Captrust Financial Advisors23,446$928.5K0.00%−39,203−62.6%Reduced
Stifel Financial Corp23,514$931.1K0.00%+956+4.2%Added
US Bancorp23,855$944.7K0.00%−8,120−25.4%Reduced
Glenmede Trust Co NA24,472$969.1K0.01%−2,606−9.6%Reduced
Van Hulzen Asset Management, LLC25,460$1.01M0.07%+25,460New
Arizona State Retirement System26,437$1.05M0.01%−490−1.8%Reduced
Oregon Public Employees Retirement Fund26,544$1.05M0.02%−361−1.3%Reduced
Premier Fund Managers Ltd26,234$1.05M0.05%−6,500−19.9%Reduced
Teachers Retirement System of the State of Kentucky26,839$1.06M0.01%00.0%Unchanged
ClariVest Asset Management LLC26,979$1.07M0.06%−996−3.6%Reduced
Natixis Advisors, L.P.27,628$1.09M0.00%−25,005−47.5%Reduced
Secure Asset Management, LLC27,766$1.10M0.30%+28+0.1%Added
Raymond James & Associates30,387$1.20M0.00%−28,151−48.1%Reduced
Maryland State Retirement & Pension System32,942$1.30M0.03%−425−1.3%Reduced
Putnam Investments LLC34,394$1.36M0.00%−1,085−3.1%Reduced
Dana Investment Advisors, Inc.35,474$1.40M0.07%−3,071−8.0%Reduced
Wells Fargo & Company35,481$1.41M0.00%−35,076−49.7%Reduced
Blair William & Co35,968$1.42M0.00%−10,914−23.3%Reduced
New York State Common Retirement Fund36,200$1.43M0.00%−857−2.3%Reduced
Engineers Gate Manager LP36,548$1.45M0.04%+36,548New
Amalgamated Bank38,694$1.53M0.01%−1,750−4.3%Reduced
Man Group plc39,075$1.55M0.00%––
Healthcare of Ontario Pension Plan Trust Fund40,000$1.58M0.01%00.0%Unchanged
TD Asset Management Inc42,230$1.67M0.00%−2,770−6.2%Reduced
Comerica Bank42,634$1.69M0.01%−577−1.3%Reduced
Susquehanna International Group, LLP44,916$1.78M0.00%−3,130−6.5%Reduced
Yousif Capital Management, LLC44,986$1.78M0.02%−1,775−3.8%Reduced
Louisiana State Employees Retirement System45,400$1.80M0.04%−700−1.5%Reduced
Mirae Asset Global Investments Co., Ltd.46,020$1.82M0.00%+2,028+4.6%Added
MetLife Investment Management47,384$1.88M0.01%00.0%Unchanged
Manufacturers Life Insurance Company, The48,633$1.93M0.00%−536−1.1%Reduced
Renaissance Group LLC48,881$1.93M0.08%+2,829+6.1%Added
American International Group, Inc.49,412$1.96M0.01%−412−0.8%Reduced
State of Tennessee, Treasury Department50,001$1.98M0.01%+547+1.1%Added
Illinois Municipal Retirement Fund51,063$2.02M0.03%−1,397−2.7%Reduced
First Trust Advisors LP51,214$2.03M0.00%+32,163+168.8%Added
Citigroup Inc55,605$2.20M0.00%+20,448+58.2%Added
State of Alaska, Department of Revenue55,805$2.21M0.03%−596−1.1%Reduced
Covea Finance57,000$2.26M0.11%−12,000−17.4%Reduced
UBS Group AG57,690$2.28M0.00%+23,477+68.6%Added
State Board of Administration of Florida Retirement System57,961$2.30M0.00%+47+0.1%Added
Weiss Multi-Strategy Advisers LLC58,359$2.31M0.06%+58,359New
Landscape Capital Management, L.L.C.61,144$2.42M0.22%+61,144New
Candriam Luxembourg S.C.A.61,143$2.42M0.02%+61,143New
Walleye Capital LLC64,531$2.56M0.04%−9,872−13.3%Reduced
Aquatic Capital Management LLC65,800$2.61M0.07%+57,600+702.4%Added
State of New Jersey Common Pension Fund D66,201$2.62M0.01%00.0%Unchanged
Voya Investment Management LLC66,446$2.63M0.00%+889+1.4%Added
SEI Investments Co67,448$2.67M0.00%−41,825−38.3%Reduced
Royal Bank of Canada70,856$2.81M0.00%+16,448+30.2%Added
Great West Life Assurance Co73,164$2.89M0.01%−36,497−33.3%Reduced
Baird Financial Group, Inc.76,334$3.02M0.01%+27,483+56.3%Added
TownSquare Capital, LLC77,612$3.07M0.05%+9,762+14.4%Added
Ensign Peak Advisors, Inc77,633$3.07M0.01%+38,736+99.6%Added
D. E. Shaw & Co., Inc.78,127$3.09M0.00%+44,236+130.5%Added
Texas Permanent School Fund78,299$3.10M0.03%+1,363+1.8%Added
BNP Paribas Arbitrage, SA79,122$3.13M0.01%−11,847−13.0%Reduced
Verition Fund Management LLC79,558$3.15M0.03%+9,237+13.1%Added
Thrivent Financial for Lutherans80,767$3.20M0.01%−41,177−33.8%Reduced
Macquarie Group Ltd81,687$3.23M0.00%+81,687New
Allspring Global Investments Holdings, LLC83,140$3.29M0.01%−124,808−60.0%Reduced
Allianz Asset Management GmbH85,475$3.38M0.01%−5,374−5.9%Reduced
Assenagon Asset Management S.A.95,696$3.79M0.01%+12,356+14.8%Added
Madison Asset Management, LLC98,157$3.89M0.05%−36,320−27.0%Reduced
California State Teachers Retirement System99,249$3.93M0.01%−4,426−4.3%Reduced
Jane Street Group, LLC101,505$4.02M0.00%+101,505New