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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.

Q3 2025 vs. Q2 2025

How the institutions holding Simply Good Foods Co changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of SMPL: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders3126300−6
Shares96.1M1.26M92.8M−2.00M (−2.1%)
Value$3.04B$39.7M$2.30B−$691.9M (−23.1%)

6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (53)

Institutions that held Simply Good Foods Co at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to SMPL in Q3 2025
InstitutionSharesValue% of portfolio
Marshall Wace, LLP1,282,221$31.8M0.03%
Shapiro Capital Management LLC691,975$17.2M0.74%
Jump Financial, LLC243,951$6.05M0.08%
Trexquant Investment LP243,015$6.03M0.06%
Two Sigma Advisers, LP176,500$4.38M0.01%
Bridgewater Associates, LP166,481$4.13M0.02%
Maverick Capital LtdSuperinvestorMaverick Capital155,823$3.87M0.05%
Natixis98,200$2.44M0.01%
Jain Global LLC85,108$2.11M0.03%
Hussman Strategic Advisors, Inc.84,000$2.08M0.45%
Clark Estates Inc80,000$1.99M0.45%
Brevan Howard Capital Management LP67,635$1.68M0.02%
Occudo Quantitative Strategies LP59,458$1.48M0.18%
Fox Run Management, L.L.C.55,946$1.39M0.22%
Caxton Associates LLP53,460$1.33M0.04%
Dark Forest Capital Management LP36,961$917.4K0.03%
HRT Financial LP33,282$826.0K0.00%
AQR Capital Management LLC32,263$800.8K0.00%
Boothbay Fund Management, LLC29,465$731.3K0.02%
Scientech Research LLC29,091$722.0K0.25%
Vident Advisory, LLC22,871$567.7K0.01%
Semanteon Capital Management, LP22,664$562.5K0.71%
Wolverine Trading, LLC21,545$529.8K0.01%
Campbell & CO Investment Adviser LLC19,083$473.6K0.04%
Headlands Technologies LLC18,882$468.7K0.04%
Mackenzie Financial Corp15,039$373.3K0.00%
Credit Agricole S A15,000$372.3K0.00%
PharVision Advisers, LLC14,524$360.5K0.20%
Aigen Investment Management, LP12,257$304.2K0.05%
EntryPoint Capital, LLC11,043$274.1K0.11%
Sherbrooke Park Advisers LLC10,589$262.8K0.12%
DRW Securities, LLC10,067$249.9K0.01%
CIBC Bancorp USA Inc.10,003$248.3K0.00%
Inscription Capital, LLC8,546$212.1K0.02%
Fieldview Capital Management, LLC8,164$202.6K0.03%
Walleye Trading LLC8,135$201.9K0.00%
Wealth Enhancement Advisory Services, LLC6,717$163.0K0.00%
Rockefeller Capital Management L.P.3,763$93.4K0.00%
Johnson Financial Group, Inc.1,444$35.8K0.00%
Group One Trading, L.P.1,093$27.1K0.00%
SRS Capital Advisors, Inc.248$6.16K0.00%
Barrow Hanley Mewhinney & Strauss LLC213$5.29K0.00%
Red Tortoise LLC180$4.47K0.00%
Root Financial Partners, LLC132$3.28K0.00%
Essential Partners LLC128$3.18K0.00%
Advisory Services Network, LLC116$2.88K0.00%
First Horizon Corp71$1.76K0.00%
Wealthspire Advisors, LLC71$1.76K0.00%
UMA Financial Services, Inc.26$6460.00%
Montag A & Associates Inc19$4720.00%
Hughes Financial Services, LLC20$3840.00%
Rossby Financial, LCC12$2980.00%
Cloud Capital Management, LLC9$00.00%

Sold out (59)

Institutions that held Simply Good Foods Co at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of SMPL in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Woodline Partners LP1,000,227$31.6M
Scopus Asset Management, L.P.459,686$14.5M
Boston Partners295,184$9.10M
Lazard Asset Management LLC158,749$5.01M
Susquehanna Fundamental Investments, LLC130,198$4.11M
McCollum Christoferson Group LLC125,985$3.98M
Renaissance Group LLC125,643$3.97M
ExodusPoint Capital Management, LP84,046$2.65M
Squarepoint Ops LLC71,093$2.25M
Nebula Research & Development LLC55,377$1.75M
Jupiter Asset Management Ltd46,820$1.48M
Wesbanco Bank Inc41,946$1.33M
AMG National Trust Bank39,386$1.24M
Econ Financial Services Corp26,264$829.7K
Connor, Clark & Lunn Investment Management Ltd.23,366$738.1K
1832 Asset Management L.P.21,366$675.0K
Inceptionr LLC20,566$649.7K
Centiva Capital, LP20,128$635.8K
Horizon Investments, LLC18,617$588.1K
Moran Wealth Management, LLC17,206$543.5K
CI Private Wealth, LLC14,867$469.6K
Bank of Montreal14,710$464.7K
Elo Mutual Pension Insurance Co14,152$447.1K
Sciencast Management LP12,145$383.7K
Inspire Advisors, LLC11,262$355.8K
Jackson Creek Investment Advisors LLC9,475$299.0K
HSBC Holdings PLC9,121$287.6K
BCS Private Wealth Management, Inc.8,495$268.0K
CWM Advisors, LLC7,862$248.4K
Lido Advisors, LLC7,654$241.8K
Xponance, Inc.7,637$241.3K
Norden Group LLC7,506$237.1K
Bayesian Capital Management, LP7,500$236.9K
Cetera Investment Advisers7,373$232.9K
PAX Financial Group, LLC6,965$220.0K
Oppenheimer Asset Management Inc.6,763$213.6K
Diversify Advisory Services, LLC7,185$209.0K
Crossmark Global Holdings, Inc.6,567$207.5K
Intrust Bank NA6,406$202.4K
TD Private Client Wealth LLC5,277$166.7K
Pacer Advisors, Inc.4,205$132.8K
Mount Yale Investment Advisors, LLC3,436$108.5K
STRS Ohio3,300$104.2K
Simplex Trading, LLC1,345$42.0K
Whittier Trust Co of Nevada Inc364$11.5K
Global Retirement Partners, LLC269$8.50K
Twin Peaks Wealth Advisors, LLC224$6.52K
Richardson Capital Management LLC115$3.63K
Riggs Asset Managment Co. Inc.60$1.90K
Skopos Labs, Inc.56$1.77K
Rothschild Investment LLC55$1.74K
Federated Hermes, Inc.52$1.64K
Sierra Ocean, LLC27$853
Bruce G. Allen Investments, LLC22$695
South State Corp.15$474
Arlington Trust Co LLC15$474
Larson Financial Group LLC9$284
SJS Investment Consulting Inc.8$253
Annis Gardner Whiting Capital Advisors, LLC5$158

Not filed for Q3 2025 yet (6)

Institutions that held Simply Good Foods Co at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMPL in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank1,152,877$36.4M
Congress Wealth Management LLC85,363$2.70M
CIBC World Markets Corp11,562$365.2K
EP Wealth Advisors, LLC8,128$256.8K
First Horizon Advisors, Inc.42$1.33K
Parkworth Wealth Management, Inc.2$63