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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 2024

Institutional positions in Simply Good Foods Co as of Dec 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
279
+11 vs. Q3 2024
Shares held
95.5M
+3.66M (+4.0%) vs. Q3 2024
Total value
$3.72B
+$528.8M (+16.6%) vs. Q3 2024
New holders
49
109 more added
Sold out
38
92 more reduced

4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: 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 2024: 279 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 2024: $3.72B
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 2024

Shares, value and share of portfolio for each institution holding Simply Good Foods Co; share changes are against Q3 2024.

Institutions holding SMPL in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Two Sigma Securities, LLC7,993$311.6K0.06%+7,993New
Sanctuary Advisors, LLC8,307$318.2K0.00%+8,307New
Aquatic Capital Management LLC8,403$327.5K0.01%−39,697−82.5%Reduced
Advisor Group Holdings, Inc.8,538$332.8K0.00%−1,119−11.6%Reduced
CIBC World Markets Corp8,542$333.0K0.00%+8,542New
State of Wisconsin Investment Board8,823$343.9K0.00%−58,532−86.9%Reduced
NorthCrest Asset Manangement, LLC8,842$344.7K0.01%−125−1.4%Reduced
Guggenheim Capital LLC9,370$365.2K0.00%−3,040−24.5%Reduced
Ameritas Investment Partners, Inc.9,549$372.2K0.01%+480+5.3%Added
LPL Financial LLC9,890$385.5K0.00%+315+3.3%Added
Rench Wealth Management, Inc.10,000$389.8K0.13%+10,000New
ISAM Funds (UK) Ltd10,042$391.4K0.29%+2,693+36.6%Added
F/M Investments LLC10,412$405.9K0.01%−4,072−28.1%Reduced
HSBC Holdings PLC10,617$413.3K0.00%−29,476−73.5%Reduced
Fulton Bank, N.A.10,682$416.4K0.02%+1,146+12.0%Added
Diversify Wealth Management, LLC12,656$434.9K0.03%+3,911+44.7%Added
Public Employees Retirement Association of Colorado11,217$437.0K0.00%−1,156−9.3%Reduced
Bank of Montreal11,272$439.4K0.00%+1,349+13.6%Added
Fox Run Management, L.L.C.11,275$439.5K0.08%+11,275New
Pictet Asset Management Holding SA11,338$442.0K0.00%+324+2.9%Added
Highland Capital Management Fund Advisors, L.P.11,753$458.1K0.05%+3,920+50.0%Added
Gotham Asset Management, LLC11,970$466.6K0.00%−42,428−78.0%Reduced
Pitcairn Co12,324$480.4K0.03%+615+5.3%Added
Janney Capital Management LLC12,854$501.0K0.03%+21+0.2%Added
HighTower Advisors, LLC13,539$527.8K0.00%+35+0.3%Added
Campbell & CO Investment Adviser LLC13,639$531.6K0.04%+13,639New
Quest Partners LLC15,248$594.4K0.08%−26,029−63.1%Reduced
CI Private Wealth, LLC15,285$595.8K0.00%−34−0.2%Reduced
Alliance Wealth Advisors, LLC15,728$613.1K0.16%+999+6.8%Added
Brown Advisory Inc16,266$634.0K0.00%−38,747−70.4%Reduced
Cornercap Investment Counsel Inc16,326$636.4K0.21%00.0%Unchanged
Brevan Howard Capital Management LP16,467$641.9K0.02%+16,467New
Bridgewater Associates, LP16,655$649.2K0.00%−10,078−37.7%Reduced
Norden Group LLC17,042$664.3K0.08%+2,668+18.6%Added
AQR Capital Management LLC18,401$717.3K0.00%+1,675+10.0%Added
Credit Agricole S A18,780$732.0K0.00%+14,000+292.9%Added
Glenmede Trust Co NA18,908$737.0K0.00%+5,456+40.6%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys19,470$758.9K0.00%−80.0%Reduced
Police & Firemen's Retirement System of New Jersey19,532$761.4K0.01%+19,532New
Natixis Advisors, L.P.19,984$779.0K0.00%+1,171+6.2%Added
American Century Companies Inc20,349$793.2K0.00%00.0%Unchanged
Cerity Partners LLC22,951$800.1K0.00%−1,346−5.5%Reduced
Oregon Public Employees Retirement Fund21,469$836.9K0.02%00.0%Unchanged
Stifel Financial Corp22,180$864.6K0.00%−4,508−16.9%Reduced
Intrepid Capital Management Inc22,279$868.4K0.44%00.0%Unchanged
Gamco Investors, Inc. Et Al22,370$872.0K0.01%+10,100+82.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)24,131$940.6K0.00%00.0%Unchanged
Candriam Luxembourg S.C.A.24,147$941.3K0.01%−10,741−30.8%Reduced
Savoir Faire Capital Management, L.P.25,000$974.5K0.46%+25,000New
Neuberger Berman Group LLC25,091$978.0K0.00%−1,030−3.9%Reduced
State Board of Administration of Florida Retirement System25,929$1.01M0.00%−32,032−55.3%Reduced
SEI Investments Co26,185$1.02M0.00%−3,070−10.5%Reduced
Amalgamated Bank26,748$1.04M0.01%−111−0.4%Reduced
Teachers Retirement System of the State of Kentucky26,839$1.05M0.01%00.0%Unchanged
Arizona State Retirement System27,605$1.08M0.01%+213+0.8%Added
Pathstone Holdings, LLC28,070$1.09M0.00%+4,472+19.0%Added
New York State Common Retirement Fund28,266$1.10M0.00%00.0%Unchanged
Creative Planning28,526$1.11M0.00%+15,944+126.7%Added
ProShare Advisors LLC28,624$1.12M0.00%+8,415+41.6%Added
Gsa Capital Partners LLP29,456$1.15M0.09%+29,456New
Maryland State Retirement & Pension System30,548$1.19M0.03%−224−0.7%Reduced
South Dakota Investment Council30,563$1.19M0.02%+30,563New
KLP Kapitalforvaltning AS30,600$1.19M0.01%+30,600New
Comerica Bank33,187$1.29M0.01%−576−1.7%Reduced
Yousif Capital Management, LLC34,529$1.35M0.01%−726−2.1%Reduced
J. Goldman & Co LP34,609$1.35M0.05%+34,609New
Diversified Trust Co35,394$1.38M0.03%−4,299−10.8%Reduced
Van Hulzen Asset Management, LLC36,364$1.42M0.10%+2,808+8.4%Added
Dana Investment Advisors, Inc.36,527$1.42M0.05%−2,939−7.4%Reduced
State of Tennessee, Treasury Department38,182$1.49M0.01%+10.0%Added
Nebula Research & Development LLC38,354$1.50M0.18%+13,753+55.9%Added
Susquehanna International Group, LLP39,203$1.53M0.00%+13,875+54.8%Added
Hilton Capital Management, LLC39,375$1.53M0.13%+1,828+4.9%Added
Ami Asset Management Corp40,319$1.57M0.08%−1,494−3.6%Reduced
AMG National Trust Bank41,053$1.59M0.04%+76+0.2%Added
Toroso Investments, LLC41,384$1.61M0.01%−10,280−19.9%Reduced
Wesbanco Bank Inc41,946$1.64M0.06%00.0%Unchanged
Intech Investment Management LLC43,204$1.68M0.02%+12,740+41.8%Added
Louisiana State Employees Retirement System44,100$1.72M0.03%00.0%Unchanged
Wells Fargo & Company45,685$1.78M0.00%+15,275+50.2%Added
Danske Bank A/S46,048$1.79M0.01%+5,125+12.5%Added
Raymond James Financial Inc47,787$1.86M0.00%+47,787New
Ensign Peak Advisors, Inc48,413$1.89M0.00%00.0%Unchanged
Illinois Municipal Retirement Fund48,458$1.89M0.03%+3,883+8.7%Added
Corebridge Financial, Inc.48,596$1.89M0.01%−3,792−7.2%Reduced
Manufacturers Life Insurance Company, The49,394$1.93M0.00%−2,457−4.7%Reduced
Amundi54,198$1.94M0.00%+32,721+152.4%Added
State of Alaska, Department of Revenue51,832$2.02M0.02%−169−0.3%Reduced
Mirae Asset Global ETFs Holdings Ltd.51,969$2.03M0.00%+2,018+4.0%Added
Exchange Traded Concepts, LLC53,512$2.09M0.04%+2,188+4.3%Added
MetLife Investment Management55,123$2.15M0.01%+2,422+4.6%Added
State of New Jersey Common Pension Fund D55,241$2.15M0.01%−7,332−11.7%Reduced
First Trust Advisors LP58,003$2.26M0.00%−67,640−53.8%Reduced
Voya Investment Management LLC59,816$2.33M0.00%−2,315−3.7%Reduced
Congress Wealth Management LLC64,201$2.50M0.03%+4,508+7.6%Added
Royal Bank of Canada65,130$2.54M0.00%−27,019−29.3%Reduced
Squarepoint Ops LLC65,329$2.55M0.01%−57,991−47.0%Reduced
TownSquare Capital, LLC67,893$2.65M0.03%+7,996+13.3%Added
Landscape Capital Management, L.L.C.69,603$2.71M0.29%+69,603New
Thrivent Financial for Lutherans70,495$2.75M0.01%−1,064−1.5%Reduced