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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
Louisiana State Employees Retirement System44,100$1.72M0.03%00.0%Unchanged
Intech Investment Management LLC43,204$1.68M0.02%+12,740+41.8%Added
Wesbanco Bank Inc41,946$1.64M0.06%00.0%Unchanged
Toroso Investments, LLC41,384$1.61M0.01%−10,280−19.9%Reduced
AMG National Trust Bank41,053$1.59M0.04%+76+0.2%Added
Ami Asset Management Corp40,319$1.57M0.08%−1,494−3.6%Reduced
Hilton Capital Management, LLC39,375$1.53M0.13%+1,828+4.9%Added
Susquehanna International Group, LLP39,203$1.53M0.00%+13,875+54.8%Added
Nebula Research & Development LLC38,354$1.50M0.18%+13,753+55.9%Added
State of Tennessee, Treasury Department38,182$1.49M0.01%+10.0%Added
Dana Investment Advisors, Inc.36,527$1.42M0.05%−2,939−7.4%Reduced
Van Hulzen Asset Management, LLC36,364$1.42M0.10%+2,808+8.4%Added
Diversified Trust Co35,394$1.38M0.03%−4,299−10.8%Reduced
J. Goldman & Co LP34,609$1.35M0.05%+34,609New
Yousif Capital Management, LLC34,529$1.35M0.01%−726−2.1%Reduced
Comerica Bank33,187$1.29M0.01%−576−1.7%Reduced
KLP Kapitalforvaltning AS30,600$1.19M0.01%+30,600New
South Dakota Investment Council30,563$1.19M0.02%+30,563New
Maryland State Retirement & Pension System30,548$1.19M0.03%−224−0.7%Reduced
Gsa Capital Partners LLP29,456$1.15M0.09%+29,456New
ProShare Advisors LLC28,624$1.12M0.00%+8,415+41.6%Added
Creative Planning28,526$1.11M0.00%+15,944+126.7%Added
New York State Common Retirement Fund28,266$1.10M0.00%00.0%Unchanged
Pathstone Holdings, LLC28,070$1.09M0.00%+4,472+19.0%Added
Arizona State Retirement System27,605$1.08M0.01%+213+0.8%Added
Teachers Retirement System of the State of Kentucky26,839$1.05M0.01%00.0%Unchanged
Amalgamated Bank26,748$1.04M0.01%−111−0.4%Reduced
SEI Investments Co26,185$1.02M0.00%−3,070−10.5%Reduced
State Board of Administration of Florida Retirement System25,929$1.01M0.00%−32,032−55.3%Reduced
Neuberger Berman Group LLC25,091$978.0K0.00%−1,030−3.9%Reduced
Savoir Faire Capital Management, L.P.25,000$974.5K0.46%+25,000New
Candriam Luxembourg S.C.A.24,147$941.3K0.01%−10,741−30.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)24,131$940.6K0.00%00.0%Unchanged
Gamco Investors, Inc. Et Al22,370$872.0K0.01%+10,100+82.3%Added
Intrepid Capital Management Inc22,279$868.4K0.44%00.0%Unchanged
Stifel Financial Corp22,180$864.6K0.00%−4,508−16.9%Reduced
Oregon Public Employees Retirement Fund21,469$836.9K0.02%00.0%Unchanged
Cerity Partners LLC22,951$800.1K0.00%−1,346−5.5%Reduced
American Century Companies Inc20,349$793.2K0.00%00.0%Unchanged
Natixis Advisors, L.P.19,984$779.0K0.00%+1,171+6.2%Added
Police & Firemen's Retirement System of New Jersey19,532$761.4K0.01%+19,532New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys19,470$758.9K0.00%−80.0%Reduced
Glenmede Trust Co NA18,908$737.0K0.00%+5,456+40.6%Added
Credit Agricole S A18,780$732.0K0.00%+14,000+292.9%Added
AQR Capital Management LLC18,401$717.3K0.00%+1,675+10.0%Added
Norden Group LLC17,042$664.3K0.08%+2,668+18.6%Added
Bridgewater Associates, LP16,655$649.2K0.00%−10,078−37.7%Reduced
Brevan Howard Capital Management LP16,467$641.9K0.02%+16,467New
Cornercap Investment Counsel Inc16,326$636.4K0.21%00.0%Unchanged
Brown Advisory Inc16,266$634.0K0.00%−38,747−70.4%Reduced
Alliance Wealth Advisors, LLC15,728$613.1K0.16%+999+6.8%Added
CI Private Wealth, LLC15,285$595.8K0.00%−34−0.2%Reduced
Quest Partners LLC15,248$594.4K0.08%−26,029−63.1%Reduced
Campbell & CO Investment Adviser LLC13,639$531.6K0.04%+13,639New
HighTower Advisors, LLC13,539$527.8K0.00%+35+0.3%Added
Janney Capital Management LLC12,854$501.0K0.03%+21+0.2%Added
Pitcairn Co12,324$480.4K0.03%+615+5.3%Added
Gotham Asset Management, LLC11,970$466.6K0.00%−42,428−78.0%Reduced
Highland Capital Management Fund Advisors, L.P.11,753$458.1K0.05%+3,920+50.0%Added
Pictet Asset Management Holding SA11,338$442.0K0.00%+324+2.9%Added
Fox Run Management, L.L.C.11,275$439.5K0.08%+11,275New
Bank of Montreal11,272$439.4K0.00%+1,349+13.6%Added
Public Employees Retirement Association of Colorado11,217$437.0K0.00%−1,156−9.3%Reduced
Diversify Wealth Management, LLC12,656$434.9K0.03%+3,911+44.7%Added
Fulton Bank, N.A.10,682$416.4K0.02%+1,146+12.0%Added
HSBC Holdings PLC10,617$413.3K0.00%−29,476−73.5%Reduced
F/M Investments LLC10,412$405.9K0.01%−4,072−28.1%Reduced
ISAM Funds (UK) Ltd10,042$391.4K0.29%+2,693+36.6%Added
Rench Wealth Management, Inc.10,000$389.8K0.13%+10,000New
LPL Financial LLC9,890$385.5K0.00%+315+3.3%Added
Ameritas Investment Partners, Inc.9,549$372.2K0.01%+480+5.3%Added
Guggenheim Capital LLC9,370$365.2K0.00%−3,040−24.5%Reduced
NorthCrest Asset Manangement, LLC8,842$344.7K0.01%−125−1.4%Reduced
State of Wisconsin Investment Board8,823$343.9K0.00%−58,532−86.9%Reduced
CIBC World Markets Corp8,542$333.0K0.00%+8,542New
Advisor Group Holdings, Inc.8,538$332.8K0.00%−1,119−11.6%Reduced
Aquatic Capital Management LLC8,403$327.5K0.01%−39,697−82.5%Reduced
Sanctuary Advisors, LLC8,307$318.2K0.00%+8,307New
Two Sigma Securities, LLC7,993$311.6K0.06%+7,993New
EP Wealth Advisors, LLC7,623$297.1K0.00%+837+12.3%Added
Mariner, LLC7,384$287.8K0.00%+7,384New
Cynosure Management, LLC7,232$281.9K0.04%−3,427−32.2%Reduced
Moody National Bank Trust Division7,050$274.8K0.03%−900−11.3%Reduced
Captrust Financial Advisors6,989$272.4K0.00%+158+2.3%Added
Xponance, Inc.6,923$269.9K0.00%+928+15.5%Added
Evergreen Capital Management LLC6,771$263.9K0.01%+6,771New
Scientech Research LLC6,700$261.2K0.07%+6,700New
Crossmark Global Holdings, Inc.6,643$259.0K0.00%−15−0.2%Reduced
Lido Advisors, LLC6,429$250.6K0.00%+6,429New
XTX Topco Ltd6,401$249.5K0.02%+6,401New
CIBC Asset Management Inc6,379$248.7K0.00%+6,379New
1832 Asset Management L.P.6,299$245.5K0.00%+349+5.9%Added
Sequoia Financial Advisors, LLC6,227$242.7K0.00%+15+0.2%Added
Nkcfo LLC6,000$234.0K0.10%+6,000New
Corton Capital Inc.5,891$229.6K0.13%+5,891New
Mackenzie Financial Corp5,869$228.8K0.00%00.0%Unchanged
Keybank National Association5,792$225.8K0.00%−16−0.3%Reduced
Northwestern Mutual Wealth Management Co5,569$217.1K0.00%+4,009+257.0%Added
Cetera Investment Advisers5,569$217.1K0.00%+5,569New
Ronald Blue Trust, Inc.5,568$217.0K0.00%+1,671+42.9%Added