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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, Q3 2025

Institutional positions in Simply Good Foods Co as of Sep 30, 2025. 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
300
−6 vs. Q2 2025
Shares held
92.8M
−2.00M (−2.1%) vs. Q2 2025
Total value
$2.30B
−$691.9M (−23.1%) vs. Q2 2025
New holders
53
108 more added
Sold out
59
108 more reduced

6 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2025: 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 holdersQ3 2025: 300 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 heldQ3 2025: $2.30B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Simply Good Foods Co; share changes are against Q2 2025.

Institutions holding SMPL in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Fulton Bank, N.A.10,401$258.2K0.01%−116−1.1%Reduced
Sherbrooke Park Advisers LLC10,589$262.8K0.12%+10,589New
EntryPoint Capital, LLC11,043$274.1K0.11%+11,043New
Public Employees Retirement Association of Colorado11,217$278.0K0.00%00.0%Unchanged
Thornburg Investment Management Inc11,885$295.0K0.00%−248,878−95.4%Reduced
Aigen Investment Management, LP12,257$304.2K0.05%+12,257New
LPL Financial LLC12,291$305.1K0.00%−600−4.7%Reduced
Virtu Financial LLC12,741$316.0K0.02%+359+2.9%Added
Maryland State Retirement & Pension System13,394$332.4K0.01%−13,459−50.1%Reduced
MQS Management LLC14,303$355.0K0.21%−874−5.8%Reduced
Pictet Asset Management Holding SA14,398$357.4K0.00%00.0%Unchanged
PharVision Advisers, LLC14,524$360.5K0.20%+14,524New
Credit Agricole S A15,000$372.3K0.00%+15,000New
Mackenzie Financial Corp15,039$373.3K0.00%+15,039New
State of Wisconsin Investment Board15,256$378.7K0.00%+6,123+67.0%Added
Glenmede Investment Management, LP15,759$391.1K0.00%−2,655−14.4%Reduced
Natixis Advisors, L.P.16,805$417.0K0.00%−2,800−14.3%Reduced
Amundi17,905$424.5K0.00%−2,260−11.2%Reduced
Cerity Partners LLC17,299$429.4K0.00%−3,096−15.2%Reduced
Diversify Wealth Management, LLC21,728$430.9K0.02%+504+2.4%Added
Alliance Wealth Advisors, LLC17,569$436.1K0.10%+1,062+6.4%Added
Headlands Technologies LLC18,882$468.7K0.04%+18,882New
ProShare Advisors LLC18,916$469.5K0.00%−3,465−15.5%Reduced
Campbell & CO Investment Adviser LLC19,083$473.6K0.04%+19,083New
Russell Investments Group, Ltd.20,140$499.9K0.00%+17,143+572.0%Added
Stifel Financial Corp20,416$506.7K0.00%−3,473−14.5%Reduced
Alamea Verwaltungs GmbH20,553$510.1K0.35%+332+1.6%Added
Oregon Public Employees Retirement Fund20,832$517.0K0.01%00.0%Unchanged
Ami Asset Management Corp21,312$529.0K0.03%−85−0.4%Reduced
Wolverine Trading, LLC21,545$529.8K0.01%+21,545New
Candriam Luxembourg S.C.A.21,641$537.1K0.00%00.0%Unchanged
Bridgefront Capital, LLC21,947$544.7K0.16%+12,783+139.5%Added
Shelton Capital Management22,588$560.6K0.01%+9,590+73.8%Added
Semanteon Capital Management, LP22,664$562.5K0.71%+22,664New
Quantinno Capital Management LP22,778$565.4K0.00%+15,147+198.5%Added
Vident Advisory, LLC22,871$567.7K0.01%+22,871New
Gamco Investors, Inc. Et Al22,920$568.9K0.01%−200−0.9%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys23,557$584.7K0.00%−44−0.2%Reduced
Teachers Retirement System of the State of Kentucky25,229$626.0K0.00%00.0%Unchanged
Danske Bank A/S25,228$626.2K0.00%−270,160−91.5%Reduced
Highland Capital Management Fund Advisors, L.P.25,778$639.8K0.06%00.0%Unchanged
State Board of Administration of Florida Retirement System25,929$643.6K0.00%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey26,538$658.7K0.01%+5,611+26.8%Added
Pathstone Holdings, LLC26,653$661.5K0.00%+5,374+25.3%Added
Comerica Bank26,670$661.9K0.00%−6,032−18.4%Reduced
Amalgamated Bank27,112$673.0K0.00%+905+3.5%Added
XTX Topco Ltd27,129$673.3K0.03%+9,688+55.5%Added
Arizona State Retirement System28,254$701.3K0.00%+255+0.9%Added
Seizert Capital Partners, LLC28,273$701.7K0.03%−397−1.4%Reduced
Diversified Trust Co28,310$702.7K0.01%+17+0.1%Added
Exchange Traded Concepts, LLC28,376$704.3K0.01%−24,799−46.6%Reduced
South Dakota Investment Council28,463$706.0K0.01%−2,100−6.9%Reduced
Yousif Capital Management, LLC28,672$711.6K0.01%−5,501−16.1%Reduced
Scientech Research LLC29,091$722.0K0.25%+29,091New
Boothbay Fund Management, LLC29,465$731.3K0.02%+29,465New
First Trust Advisors LP30,105$747.2K0.00%−59,594−66.4%Reduced
Raymond James Financial Inc31,249$775.6K0.00%−13,043−29.4%Reduced
New York State Common Retirement Fund31,466$781.0K0.00%00.0%Unchanged
AQR Capital Management LLC32,263$800.8K0.00%+32,263New
KLP Kapitalforvaltning AS32,800$814.1K0.00%00.0%Unchanged
HRT Financial LP33,282$826.0K0.00%+33,282New
State of Tennessee, Treasury Department34,032$844.7K0.00%00.0%Unchanged
Ensign Peak Advisors, Inc34,163$847.9K0.00%−13,750−28.7%Reduced
Dark Forest Capital Management LP36,961$917.4K0.03%+36,961New
Universal- Beteiligungs- und Servicegesellschaft mbH37,017$918.8K0.00%−4,493−10.8%Reduced
Dana Investment Advisors, Inc.37,074$920.2K0.03%+1,793+5.1%Added
SG Americas Securities, LLC38,616$958.0K0.00%+31,299+427.8%Added
Walleye Capital LLC39,017$968.4K0.01%−80,761−67.4%Reduced
Quest Partners LLC39,078$969.9K0.06%−14,476−27.0%Reduced
Harbor Capital Advisors, Inc.39,070$970.0K0.08%+38,793+14,004.7%Added
Man Group plc39,642$983.9K0.00%+17,863+82.0%Added
Janus Henderson Group PLC40,181$997.5K0.00%00.0%Unchanged
Intech Investment Management LLC41,884$1.04M0.01%−6,930−14.2%Reduced
Louisiana State Employees Retirement System42,500$1.05M0.02%−400−0.9%Reduced
Mirae Asset Global ETFs Holdings Ltd.43,593$1.08M0.00%−7,839−15.2%Reduced
Manufacturers Life Insurance Company, The46,199$1.15M0.00%−2,051−4.3%Reduced
SEI Investments Co47,659$1.18M0.00%−630−1.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)48,487$1.20M0.00%+27+0.1%Added
Creative Planning48,638$1.21M0.00%+27,293+127.9%Added
Illinois Municipal Retirement Fund50,159$1.24M0.02%−1,165−2.3%Reduced
State of Alaska, Department of Revenue51,030$1.27M0.01%−3,701−6.8%Reduced
TD Asset Management Inc51,602$1.28M0.00%−17,964−25.8%Reduced
Hilton Capital Management, LLC51,690$1.28M0.10%+2,840+5.8%Added
Toroso Investments, LLC53,150$1.32M0.01%+11,762+28.4%Added
Caxton Associates LLP53,460$1.33M0.04%+53,460New
Susquehanna International Group, LLP54,675$1.36M0.00%−70,477−56.3%Reduced
Fox Run Management, L.L.C.55,946$1.39M0.22%+55,946New
MetLife Investment Management55,952$1.39M0.01%00.0%Unchanged
Occudo Quantitative Strategies LP59,458$1.48M0.18%+59,458New
Connors Investor Services Inc60,740$1.51M0.13%−1,232−2.0%Reduced
Massachusetts Financial Services Co61,191$1.52M0.00%−880,822−93.5%Reduced
Allianz Asset Management GmbH61,839$1.53M0.00%−26,790−30.2%Reduced
Gotham Asset Management, LLC62,605$1.55M0.01%+52,264+505.4%Added
Wells Fargo & Company65,109$1.62M0.00%+9,786+17.7%Added
Thrivent Financial for Lutherans66,731$1.66M0.00%−864−1.3%Reduced
American Century Companies Inc67,065$1.66M0.00%+46,627+228.1%Added
Voya Investment Management LLC67,303$1.67M0.00%−12,100−15.2%Reduced
Brevan Howard Capital Management LP67,635$1.68M0.02%+67,635New
Gsa Capital Partners LLP67,780$1.68M0.14%+60,272+802.8%Added
State of New Jersey Common Pension Fund D72,423$1.80M0.01%+17,592+32.1%Added