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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 300 | $1.14B |
| Q1 2026 | 277 | $1.29B |
| Q4 2025 | 267 | $1.77B |
| Q3 2025 | 300 | $2.30B |
| Q2 2025 | 312 | $3.04B |
| Q1 2025 | 294 | $3.31B |
| Q4 2024 | 279 | $3.72B |
| Q3 2024 | 272 | $3.19B |
| Q2 2024 | 274 | $3.22B |
| Q1 2024 | 290 | $3.00B |
| Q4 2023 | 267 | $3.49B |
| Q3 2023 | 243 | $3.00B |
| Q2 2023 | 246 | $3.24B |
| Q1 2023 | 242 | $3.61B |
| Q4 2022 | 239 | $3.27B |
| Q3 2022 | 235 | $2.72B |
| Q2 2022 | 239 | $3.32B |
| Q1 2022 | 235 | $3.32B |
| Q4 2021 | 230 | $3.61B |
| Q3 2021 | 206 | $2.96B |
| Q2 2021 | 202 | $3.16B |
| Q1 2021 | 206 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Blair William & Co | 0 | $0 | 0.00% | −35,968−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −27,766−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −23,446−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −19,469−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −17,655−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −12,149−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −11,825−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −9,301−100.0% | Sold out |
| Forte Capital LLC | 0 | $0 | 0.00% | −6,180−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −5,843−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −5,831−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −5,727−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −5,715−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −5,570−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −5,543−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −5,508−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −5,243−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −5,119−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,819−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −398−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −308−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| DFPG Investments, LLC | – | – | – | – | Not filed |