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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
New York State Teachers Retirement System104,319$4.13M0.01%00.0%Unchanged
Prudential Financial Inc104,488$4.14M0.01%−4,935−4.5%Reduced
STRS Ohio108,200$4.28M0.02%+103,900+2,416.3%Added
Ami Asset Management Corp112,357$4.45M0.24%−3,441−3.0%Reduced
UBS Asset Management Americas Inc113,886$4.51M0.00%+4,226+3.9%Added
Cohen Capital Management, Inc.114,948$4.55M0.87%00.0%Unchanged
Deutsche Bank AG116,177$4.60M0.00%+66,629+134.5%Added
Wellington Management Group LLP123,194$4.88M0.00%+123,194New
McCollum Christoferson Group LLC131,974$5.23M1.58%−1,895−1.4%Reduced
Alliancebernstein L.P.133,061$5.27M0.00%+23,610+21.6%Added
Envestnet Asset Management Inc135,561$5.37M0.00%−1,945−1.4%Reduced
Barclays PLC144,054$5.70M0.00%+100,028+227.2%Added
Twinbeech Capital LP150,082$5.94M0.10%+150,082New
Bridgewater Associates, LP159,963$6.33M0.04%−16,279−9.2%Reduced
Credit Suisse AG162,761$6.45M0.01%−11,007−6.3%Reduced
Marshall Wace, LLP174,662$6.92M0.01%+65,594+60.1%Added
Algert Global LLC177,321$7.02M0.28%+6,218+3.6%Added
Segall Bryant & Hamill, LLC180,702$7.16M0.14%+591+0.3%Added
Swiss National Bank186,400$7.38M0.01%−21,500−10.3%Reduced
Public Sector Pension Investment Board188,096$7.45M0.06%+76,128+68.0%Added
Congress Wealth Management LLC188,478$7.46M0.14%+10,174+5.7%Added
Bessemer Group Inc207,095$8.20M0.02%+35,925+21.0%Added
Moody Aldrich Partners LLC209,768$8.31M1.49%−21,475−9.3%Reduced
Bank of America Corp228,500$9.05M0.00%−70,824−23.7%Reduced
Legal & General Group Plc256,859$10.2M0.00%+2,430+1.0%Added
Impax Asset Management Group plc258,620$10.2M0.04%00.0%Unchanged
Rhumbline Advisers263,490$10.4M0.01%+3,990+1.5%Added
Point72 Asset Management, L.P.267,993$10.6M0.03%+151,093+129.2%Added
Nuveen Asset Management, LLC268,793$10.6M0.00%+21,230+8.6%Added
Ameriprise Financial Inc284,454$11.3M0.00%−39,178−12.1%Reduced
Cramer Rosenthal McGlynn LLC295,953$11.7M0.64%+36,483+14.1%Added
Scopus Asset Management, L.P.315,000$12.5M0.53%+27,311+9.5%Added
Emerald Mutual Fund Advisers Trust410,971$16.3M0.86%−478,869−53.8%Reduced
Millennium Management LLC426,248$16.9M0.02%+327,916+333.5%Added
JPMorgan Chase & Co433,621$17.2M0.00%+168,853+63.8%Added
TimesSquare Capital Management, LLC458,625$18.2M0.27%−223,050−32.7%Reduced
Victory Capital Management Inc459,002$18.2M0.02%−18,738−3.9%Reduced
Boston Partners508,541$20.2M0.03%+508,541New
Emerald Advisers, LLC566,333$22.4M0.96%−531,269−48.4%Reduced
Goldman Sachs Group Inc636,447$25.2M0.01%+23,755+3.9%Added
Balyasny Asset Management LLC638,189$25.3M0.07%+638,189New
Handelsbanken Fonder AB757,300$30.0M0.15%−40,000−5.0%Reduced
Bank of New York Mellon Corp783,982$31.0M0.01%−3,922−0.5%Reduced
Price T Rowe Associates Inc821,335$32.5M0.00%−6,301−0.8%Reduced
Charles Schwab Investment Management Inc852,189$33.7M0.01%+47,393+5.9%Added
Northern Trust Corp962,712$38.1M0.01%−13,216−1.4%Reduced
Norges Bank1,009,864$40.0M0.01%+28,589+2.9%Added
Janus Henderson Group PLC1,188,401$47.1M0.03%−358,216−23.2%Reduced
Franklin Resources Inc1,193,131$47.2M0.02%+2000.0%Added
Congress Asset Management Co1,222,857$48.4M0.38%+105,912+9.5%Added
Morgan Stanley1,433,306$56.8M0.01%+79,048+5.8%Added
Invesco Ltd.1,777,189$70.4M0.02%+163,124+10.1%Added
Brown Advisory Inc1,853,744$73.4M0.10%−7,346−0.4%Reduced
Loomis Sayles & Co L P1,873,365$74.2M0.11%+270,911+16.9%Added
Principal Financial Group Inc1,930,744$76.5M0.05%+281,603+17.1%Added
Geode Capital Management, LLC1,989,914$78.8M0.01%+89,680+4.7%Added
Fuller & Thaler Asset Management, Inc.2,012,912$79.7M0.40%+5,617+0.3%Added
Neuberger Berman Group LLC2,423,625$96.0M0.08%−102,064−4.0%Reduced
FMR LLC2,732,654$108.2M0.01%−28,478−1.0%Reduced
Silvercrest Asset Management Group LLC2,786,833$110.4M0.78%−65,514−2.3%Reduced
Dimensional Fund Advisors LP2,892,217$114.5M0.03%+82,235+2.9%Added
Champlain Investment Partners, LLC3,084,944$122.2M0.72%−51,295−1.6%Reduced
State Street Corp3,392,573$134.3M0.01%+210,069+6.6%Added
T. Rowe Price Investment Management, Inc.3,411,865$135.1M0.09%+97,666+2.9%Added
Capital World Investors6,161,645$244.0M0.04%00.0%Unchanged
Vanguard Group Inc10,925,194$432.6M0.01%−67,316−0.6%Reduced
BlackRock Inc.13,918,101$551.2M0.01%+491,888+3.7%Added
Eagle Asset Management Inc0$00.00%−736,873−100.0%Sold out
Citadel Advisors LLC0$00.00%−207,816−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−141,630−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−75,991−100.0%Sold out
Woodline Partners LP0$00.00%−67,276−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−60,693−100.0%Sold out
Wesbanco Bank Inc0$00.00%−31,446−100.0%Sold out
Cinctive Capital Management LP0$00.00%−27,887−100.0%Sold out
Handelsinvest Investeringsforvaltning0$00.00%−25,000−100.0%Sold out
XTX Topco Ltd0$00.00%−18,134−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−18,110−100.0%Sold out
Aviva PLC0$00.00%−17,523−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−15,647−100.0%Sold out
Squarepoint Ops LLC0$00.00%−12,977−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−8,760−100.0%Sold out
Quantbot Technologies LP0$00.00%−8,108−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−8,050−100.0%Sold out
Canton Hathaway, LLC0$00.00%−8,000−100.0%Sold out
Dakota Wealth Management0$00.00%−6,634−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−6,610−100.0%Sold out
West Tower Group, LLC0$00.00%−351−100.0%Sold out
Quarry LP0$00.00%−118−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−64−100.0%Sold out
Sunbelt Securities, Inc.0$00.00%−34−100.0%Sold out
Institutional & Family Asset Management, LLC0$00.00%−30−100.0%Sold out
Avion Wealth0$00.00%−14−100.0%Sold out
Advisor Partners II, LLC––––Not filed
Steward Financial Group LLC––––Not filed