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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 2024

Institutional positions in Simply Good Foods Co as of Mar 31, 2024. 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
290
+25 vs. Q4 2023
Shares held
88.0M
−142.0K (−0.2%) vs. Q4 2023
Total value
$3.00B
−$495.7M (−14.2%) vs. Q4 2023
New holders
60
115 more added
Sold out
35
91 more reduced

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 290 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 2024: $3.00B
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 2024

Shares, value and share of portfolio for each institution holding Simply Good Foods Co; share changes are against Q4 2023.

Institutions holding SMPL in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.14,372,885$489.1M0.01%+454,784+3.3%Added
Vanguard Group Inc11,099,351$377.7M0.01%+174,157+1.6%Added
Capital World Investors5,897,845$200.7M0.03%−263,800−4.3%Reduced
Champlain Investment Partners, LLC3,939,494$134.1M0.77%+854,550+27.7%Added
State Street Corp3,440,138$117.1M0.01%+47,565+1.4%Added
FMR LLC3,202,093$109.0M0.01%+469,439+17.2%Added
Dimensional Fund Advisors LP3,019,752$102.8M0.03%+127,535+4.4%Added
T. Rowe Price Investment Management, Inc.2,544,579$86.6M0.05%−867,286−25.4%Reduced
Fuller & Thaler Asset Management, Inc.2,129,678$72.5M0.32%+116,766+5.8%Added
Geode Capital Management, LLC2,048,344$69.7M0.01%+58,430+2.9%Added
Silvercrest Asset Management Group LLC2,030,472$69.1M0.47%−756,361−27.1%Reduced
Invesco Ltd.1,788,454$60.9M0.01%+11,265+0.6%Added
Loomis Sayles & Co L P1,634,609$55.6M0.08%−238,756−12.7%Reduced
Neuberger Berman Group LLC1,427,745$48.6M0.04%−995,880−41.1%Reduced
Congress Asset Management Co1,313,011$44.7M0.32%+90,154+7.4%Added
Principal Financial Group Inc1,290,197$43.9M0.03%−640,547−33.2%Reduced
Millennium Management LLC1,253,672$42.7M0.04%+827,424+194.1%Added
Norges Bank1,203,504$41.0M0.01%+193,640+19.2%Added
Franklin Resources Inc1,060,179$36.1M0.01%−132,952−11.1%Reduced
Brown Advisory Inc989,203$33.7M0.05%−864,541−46.6%Reduced
Wellington Management Group LLP944,374$32.1M0.01%+821,180+666.6%Added
Northern Trust Corp939,153$32.0M0.01%−23,559−2.4%Reduced
Handelsbanken Fonder AB921,300$31.4M0.13%+164,000+21.7%Added
Charles Schwab Investment Management Inc884,708$30.1M0.01%+32,519+3.8%Added
Morgan Stanley882,615$30.0M0.00%−550,691−38.4%Reduced
Price T Rowe Associates Inc787,606$26.8M0.00%−33,729−4.1%Reduced
Janus Henderson Group PLC772,742$26.3M0.01%−415,659−35.0%Reduced
Bank of New York Mellon Corp725,471$24.7M0.00%−58,511−7.5%Reduced
Goldman Sachs Group Inc689,466$23.5M0.00%+53,019+8.3%Added
Boston Partners685,798$23.4M0.03%+177,257+34.9%Added
Balyasny Asset Management LLC667,790$22.7M0.06%+29,601+4.6%Added
JPMorgan Chase & Co531,413$18.1M0.00%+97,792+22.6%Added
Victory Capital Management Inc444,874$15.1M0.01%−14,128−3.1%Reduced
Man Group plc382,090$13.0M0.03%+343,015+877.8%Added
Cubist Systematic Strategies, LLC352,003$12.0M0.14%+350,404+21,913.9%Added
Allianz Asset Management GmbH351,587$12.0M0.02%+266,112+311.3%Added
Assenagon Asset Management S.A.333,760$11.4M0.03%+238,064+248.8%Added
Nuveen Asset Management, LLC314,187$10.7M0.00%+45,394+16.9%Added
Ameriprise Financial Inc271,012$9.22M0.00%−13,442−4.7%Reduced
Bank of America Corp265,358$9.03M0.00%+36,858+16.1%Added
Rhumbline Advisers262,041$8.92M0.01%−1,449−0.5%Reduced
Impax Asset Management Group plc258,620$8.80M0.03%00.0%Unchanged
Legal & General Group Plc258,020$8.78M0.00%+1,161+0.5%Added
Moody Aldrich Partners LLC221,796$7.55M1.28%+12,028+5.7%Added
Bessemer Group Inc218,118$7.42M0.01%+11,023+5.3%Added
BNP Paribas Arbitrage, SA214,587$7.30M0.01%+135,465+171.2%Added
Barclays PLC211,528$7.20M0.00%+67,474+46.8%Added
Congress Wealth Management LLC198,854$6.77M0.12%+10,376+5.5%Added
Emerald Advisers, LLC198,445$6.75M0.27%−367,888−65.0%Reduced
Swiss National Bank187,100$6.37M0.00%+700+0.4%Added
Public Sector Pension Investment Board186,176$6.34M0.05%−1,920−1.0%Reduced
Qube Research & Technologies Ltd171,362$5.83M0.01%+156,137+1,025.5%Added
Prudential Financial Inc164,154$5.59M0.01%+59,666+57.1%Added
Credit Suisse AG157,587$5.36M0.01%−5,174−3.2%Reduced
Covea Finance154,100$5.24M0.25%+97,100+170.4%Added
D. E. Shaw & Co., Inc.150,719$5.13M0.01%+72,592+92.9%Added
Marshall Wace, LLP142,454$4.85M0.01%−32,208−18.4%Reduced
Bridgewater Associates, LP140,560$4.78M0.02%−19,403−12.1%Reduced
Madison Asset Management, LLC139,489$4.75M0.06%+41,332+42.1%Added
Envestnet Asset Management Inc136,078$4.63M0.00%+517+0.4%Added
McCollum Christoferson Group LLC135,609$4.61M1.33%+3,635+2.8%Added
Renaissance Technologies LLC130,400$4.44M0.01%+125,100+2,360.4%Added
Ensign Peak Advisors, Inc126,933$4.32M0.01%+49,300+63.5%Added
Verition Fund Management LLC123,808$4.21M0.04%+44,250+55.6%Added
Algert Global LLC119,209$4.06M0.16%−58,112−32.8%Reduced
Hillsdale Investment Management Inc.118,900$4.05M0.32%+118,900New
Cohen Capital Management, Inc.115,470$3.93M0.69%+522+0.5%Added
Citadel Advisors LLC113,447$3.86M0.00%+113,447New
Nordea Investment Management AB111,931$3.82M0.00%+111,931New
UBS Group AG111,255$3.79M0.00%+53,565+92.8%Added
Alliancebernstein L.P.110,211$3.75M0.00%−22,850−17.2%Reduced
UBS Asset Management Americas Inc109,516$3.73M0.00%−4,370−3.8%Reduced
Ami Asset Management Corp106,782$3.63M0.19%−5,575−5.0%Reduced
New York State Teachers Retirement System104,319$3.55M0.01%00.0%Unchanged
Jupiter Asset Management Ltd99,577$3.39M0.03%+99,577New
Squarepoint Ops LLC99,244$3.38M0.01%+99,244New
Aquatic Capital Management LLC99,200$3.38M0.11%+33,400+50.8%Added
Cramer Rosenthal McGlynn LLC97,532$3.32M0.18%−198,421−67.0%Reduced
Mutual of America Capital Management LLC96,435$3.28M0.04%+80,571+507.9%Added
California State Teachers Retirement System94,409$3.21M0.00%−4,840−4.9%Reduced
STRS Ohio93,200$3.17M0.01%−15,000−13.9%Reduced
TownSquare Capital, LLC90,024$3.06M0.04%+12,412+16.0%Added
Quantbot Technologies LP87,983$2.99M0.17%+87,983New
Teacher Retirement System of Texas86,222$2.93M0.02%+66,215+331.0%Added
Baird Financial Group, Inc.81,612$2.78M0.01%+5,278+6.9%Added
Texas Permanent School Fund79,493$2.71M0.02%+1,194+1.5%Added
State of New Jersey Common Pension Fund D79,456$2.70M0.01%+13,255+20.0%Added
Great West Life Assurance Co79,394$2.70M0.01%+6,230+8.5%Added
Thrivent Financial for Lutherans78,797$2.68M0.01%−1,970−2.4%Reduced
Gotham Asset Management, LLC73,508$2.50M0.04%+58,325+384.1%Added
Emerald Mutual Fund Advisers Trust71,839$2.44M0.13%−339,132−82.5%Reduced
Schonfeld Strategic Advisors LLC68,850$2.34M0.02%+68,850New
SEI Investments Co65,440$2.23M0.00%−2,008−3.0%Reduced
Voya Investment Management LLC60,362$2.05M0.00%−6,084−9.2%Reduced
Renaissance Group LLC59,697$2.03M0.08%+10,816+22.1%Added
ExodusPoint Capital Management, LP59,531$2.03M0.03%+59,531New
Citigroup Inc59,417$2.02M0.00%+3,812+6.9%Added
Crestline Management, LP55,749$1.90M0.18%+55,749New
State of Alaska, Department of Revenue55,333$1.88M0.02%−472−0.8%Reduced
Illinois Municipal Retirement Fund54,806$1.86M0.03%+3,743+7.3%Added