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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 300 | $1.14B |
| Q1 2026 | 277 | $1.29B |
| Q4 2025 | 267 | $1.77B |
| Q3 2025 | 300 | $2.30B |
| Q2 2025 | 312 | $3.04B |
| Q1 2025 | 294 | $3.31B |
| Q4 2024 | 279 | $3.72B |
| Q3 2024 | 272 | $3.19B |
| Q2 2024 | 274 | $3.22B |
| Q1 2024 | 290 | $3.00B |
| Q4 2023 | 267 | $3.49B |
| Q3 2023 | 243 | $3.00B |
| Q2 2023 | 246 | $3.24B |
| Q1 2023 | 242 | $3.61B |
| Q4 2022 | 239 | $3.27B |
| Q3 2022 | 235 | $2.72B |
| Q2 2022 | 239 | $3.32B |
| Q1 2022 | 235 | $3.32B |
| Q4 2021 | 230 | $3.61B |
| Q3 2021 | 206 | $2.96B |
| Q2 2021 | 202 | $3.16B |
| Q1 2021 | 206 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Woodline Partners LP | 0 | $0 | 0.00% | −1,000,227−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −459,686−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −295,184−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −158,749−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −130,198−100.0% | Sold out |
| McCollum Christoferson Group LLC | 0 | $0 | 0.00% | −125,985−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −125,643−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −84,046−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −71,093−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −55,377−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −46,820−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −41,946−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −39,386−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −26,264−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −23,366−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −21,366−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −20,566−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −20,128−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −18,617−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −17,206−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −14,867−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −14,710−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −14,152−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −12,145−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −11,262−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −9,475−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −9,121−100.0% | Sold out |
| BCS Private Wealth Management, Inc. | 0 | $0 | 0.00% | −8,495−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −7,862−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −7,654−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −7,637−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −7,506−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −7,373−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −6,965−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −6,763−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −7,185−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −6,567−100.0% | Sold out |
| Intrust Bank NA | 0 | $0 | 0.00% | −6,406−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −5,277−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −4,205−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,436−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,345−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −364−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Richardson Capital Management LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Congress Wealth Management LLC | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |