Skip to main content

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
Renaissance Group LLC78,023$3.04M0.13%+8,303+11.9%Added
TD Asset Management Inc78,646$3.07M0.00%−36,178−31.5%Reduced
Hillsdale Investment Management Inc.79,400$3.10M0.16%−32,900−29.3%Reduced
Gabelli Funds LLC87,000$3.39M0.03%+6,000+7.4%Added
Holocene Advisors, LP87,091$3.39M0.01%+22,644+35.1%Added
Prudential Financial Inc93,112$3.42M0.00%−1,567−1.7%Reduced
Deutsche Bank AG88,314$3.44M0.00%+32,800+59.1%Added
Great West Life Assurance Co89,404$3.48M0.01%−544−0.6%Reduced
Allianz Asset Management GmbH99,078$3.86M0.01%−9,966−9.1%Reduced
Alliancebernstein L.P.100,842$3.93M0.00%−6,544−6.1%Reduced
California State Teachers Retirement System101,388$3.95M0.00%+11,678+13.0%Added
New York State Teachers Retirement System103,119$4.02M0.01%−8,936−8.0%Reduced
Cohen Capital Management, Inc.115,189$4.49M0.75%00.0%Unchanged
Janus Henderson Group PLC117,078$4.56M0.00%−644,922−84.6%Reduced
Mutual of America Capital Management LLC123,437$4.81M0.05%−64,112−34.2%Reduced
McCollum Christoferson Group LLC127,855$4.98M1.47%−2,805−2.1%Reduced
FIL Ltd130,204$5.08M0.00%−246−0.2%Reduced
Citigroup Inc138,192$5.39M0.01%+15,343+12.5%Added
Moody Aldrich Partners LLC141,410$5.51M1.02%+45,738+47.8%Added
Lord, Abbett & Co. LLC150,026$5.85M0.02%+150,026New
Teacher Retirement System of Texas162,255$6.33M0.02%−29,866−15.5%Reduced
Envestnet Asset Management Inc163,180$6.36M0.00%+8,041+5.2%Added
Covea Finance166,600$6.49M0.29%00.0%Unchanged
Susquehanna Fundamental Investments, LLC168,486$6.57M0.11%+168,486New
Renaissance Technologies LLC173,600$6.77M0.01%−79,400−31.4%Reduced
Barclays PLC180,796$7.05M0.00%+15,595+9.4%Added
Madison Asset Management, LLC184,809$7.20M0.08%+12,991+7.6%Added
Madison Investment Advisors, LLC184,809$7.20M0.08%+184,809New
Swiss National Bank187,100$7.29M0.00%+1,300+0.7%Added
D. E. Shaw & Co., Inc.195,156$7.61M0.01%−5,109−2.6%Reduced
UBS Asset Management Americas Inc202,533$7.89M0.00%+30,434+17.7%Added
BNP Paribas Arbitrage, SA216,341$8.43M0.01%+125,608+138.4%Added
Bessemer Group Inc217,673$8.48M0.01%−6,988−3.1%Reduced
Public Sector Pension Investment Board227,191$8.86M0.04%+33,883+17.5%Added
Verition Fund Management LLC244,978$9.55M0.05%+4,792+2.0%Added
Freestone Grove Partners LP251,505$9.80M0.12%+251,505New
Rhumbline Advisers253,799$9.89M0.01%+2,990+1.2%Added
Impax Asset Management Group plc258,620$10.1M0.05%00.0%Unchanged
Legal & General Group Plc260,384$10.1M0.00%+7,739+3.1%Added
Man Group plc260,895$10.2M0.03%+260,895New
Schwartz Investment Counsel Inc302,900$11.8M0.43%+85,400+39.3%Added
Congress Asset Management Co313,672$12.2M0.08%+46,375+17.3%Added
UBS Group AG338,882$13.2M0.00%+262,404+343.1%Added
Millennium Management LLC350,483$13.7M0.01%−37,536−9.7%Reduced
Citadel Advisors LLC357,235$13.9M0.01%+284,561+391.6%Added
Ameriprise Financial Inc360,054$14.0M0.00%−36,747−9.3%Reduced
Nuveen Asset Management, LLC373,847$14.6M0.00%−17,986−4.6%Reduced
Invesco Ltd.402,372$15.7M0.00%+11,197+2.9%Added
JPMorgan Chase & Co428,619$16.7M0.00%+141,021+49.0%Added
Bank of America Corp444,442$17.3M0.00%+56,122+14.5%Added
Balyasny Asset Management LLC460,827$18.0M0.04%+447,300+3,306.7%Added
Bank of New York Mellon Corp669,109$26.1M0.00%−5,981−0.9%Reduced
Goldman Sachs Group Inc681,911$26.6M0.01%−305,252−30.9%Reduced
Price T Rowe Associates Inc769,109$30.0M0.00%−7,845−1.0%Reduced
Morgan Stanley803,530$31.3M0.00%−45,199−5.3%Reduced
Massachusetts Financial Services Co908,884$35.4M0.01%+121,117+15.4%Added
Franklin Resources Inc929,291$36.2M0.01%−136,650−12.8%Reduced
Principal Financial Group Inc953,821$37.2M0.02%−44,885−4.5%Reduced
Handelsbanken Fonder AB990,500$38.6M0.15%+256,200+34.9%Added
Northern Trust Corp999,455$39.0M0.01%+96,593+10.7%Added
Victory Capital Management Inc1,012,119$39.5M0.04%−33,338−3.2%Reduced
Charles Schwab Investment Management Inc1,033,884$40.3M0.01%+43,874+4.4%Added
Norges Bank1,128,938$44.0M0.01%−248,596−18.0%Reduced
Armistice Capital, LLC1,185,274$46.2M1.07%−225,846−16.0%Reduced
Boston Partners1,221,285$47.3M0.06%+637,038+109.0%Added
Woodline Partners LP1,501,035$58.5M0.40%−325,056−17.8%Reduced
Silvercrest Asset Management Group LLC1,916,389$74.7M0.50%+31,855+1.7%Added
Geode Capital Management, LLC2,140,998$83.5M0.01%−1,681−0.1%Reduced
Capital World Investors2,554,690$99.6M0.02%−1,713,685−40.1%Reduced
Boston Trust Walden Corp3,031,574$118.2M0.83%+722,963+31.3%Added
Champlain Investment Partners, LLC3,427,988$133.6M0.85%−635,890−15.6%Reduced
Wellington Management Group LLP3,546,239$138.2M0.03%+674,618+23.5%Added
Dimensional Fund Advisors LP3,553,864$138.5M0.03%+90,444+2.6%Added
State Street Corp3,782,983$147.5M0.01%+116,793+3.2%Added
Fuller & Thaler Asset Management, Inc.3,811,128$148.6M0.56%+366,072+10.6%Added
T. Rowe Price Investment Management, Inc.5,059,913$197.2M0.12%−237,015−4.5%Reduced
FMR LLC9,566,199$372.9M0.02%+4,437,372+86.5%Added
Vanguard Group Inc10,581,288$412.5M0.01%−140,873−1.3%Reduced
BlackRock, Inc.14,122,534$550.5M0.01%+345,759+2.5%Added
Weiss Asset Management LP0$00.00%−346,597−100.0%Sold out
Marshall Wace, LLP0$00.00%−242,857−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−221,333−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−216,895−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−198,630−100.0%Sold out
Jane Street Group, LLC0$00.00%−149,944−100.0%Sold out
Quantbot Technologies LP0$00.00%−92,971−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−84,000−100.0%Sold out
Algert Global LLC0$00.00%−71,021−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−68,109−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−36,102−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−33,797−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−27,036−100.0%Sold out
Deerfield Management Company, L.P. (Series C)0$00.00%−25,494−100.0%Sold out
Engineers Gate Manager LP0$00.00%−25,361−100.0%Sold out
Walleye Capital LLC0$00.00%−22,304−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−21,241−100.0%Sold out
Crestline Management, LP0$00.00%−15,600−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−14,002−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−13,112−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−12,574−100.0%Sold out