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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.

Q4 2025 vs. Q3 2025

How the institutions holding Simply Good Foods Co changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of SMPL: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders3005267−28
Shares92.8M48.7K88.0M−4.73M (−5.1%)
Value$2.30B$1.20M$1.77B−$534.6M (−23.2%)

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (52)

Institutions that held Simply Good Foods Co at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to SMPL in Q4 2025
InstitutionSharesValue% of portfolio
River Road Asset Management, LLC1,586,490$31.9M0.35%
Armistice Capital, LLC536,000$10.8M0.26%
Assenagon Asset Management S.A.496,513$9.97M0.01%
Healthcare of Ontario Pension Plan Trust Fund456,468$9.17M0.02%
Pacer Advisors, Inc.323,674$6.50M0.02%
Winton Group Ltd260,704$5.23M0.18%
Picton Mahoney Asset Management188,617$3.79M0.04%
Norges Bank175,399$3.52M0.00%
Kestrel Investment Management Corp135,575$2.72M1.54%
Villanova Investment Management Co LLC89,330$1.79M1.26%
Squarepoint Ops LLC80,175$1.61M0.00%
Lighthouse Investment Partners, LLC58,702$1.18M0.04%
Maxi Investments CY Ltd51,700$1.04M0.19%
Taproot Management LP44,982$903.2K0.15%
Janney Montgomery Scott LLC40,750$818.0K0.00%
Voleon Capital Management LP37,471$752.4K0.02%
Wesbanco Bank Inc32,000$642.6K0.02%
HSBC Holdings PLC29,567$599.0K0.00%
Royce & Associates LP21,660$434.9K0.00%
Inceptionr LLC21,138$424.5K0.12%
Prelude Capital Management, LLC20,329$408.2K0.03%
Oxford Asset Management LLP19,614$393.8K0.14%
Axq Capital, LP17,910$359.6K0.08%
JustInvest LLC15,171$304.6K0.00%
CI Private Wealth, LLC15,057$302.3K0.00%
Counterpoint Mutual Funds LLC14,558$292.3K0.02%
Quadrature Capital Ltd13,985$280.8K0.00%
Mariner, LLC12,461$250.3K0.00%
Atria Investments LLC12,104$243.0K0.00%
Profund Advisors LLC11,250$225.9K0.01%
Two Sigma Securities, LLC10,742$215.7K0.03%
Daytona Street Capital LLC7,900$158.6K0.13%
Meeder Asset Management Inc7,100$142.6K0.01%
TD Private Client Wealth LLC3,068$61.6K0.00%
Pinnacle Wealth Planning Services, Inc.2,773$55.7K0.01%
Larson Financial Group LLC1,007$20.2K0.00%
TD Waterhouse Canada Inc.764$15.3K0.00%
Torren Management, LLC750$15.1K0.01%
Salomon & Ludwin, LLC735$13.8K0.00%
Los Angeles Capital Management LLC418$8.04K0.00%
Capital Advisors, Ltd. LLC212$4.00K0.00%
Assetmark, Inc188$3.77K0.00%
Private Wealth Management Group, LLC185$3.71K0.00%
Rothschild Investment LLC164$3.29K0.00%
SageView Advisory Group, LLC150$3.01K0.00%
Avion Wealth112$2.00K0.00%
Godfrey Financial Associates, Inc.32$6430.00%
Cornerstone Financial Management LLC26$5220.00%
Ankerstar Wealth, LLC18$3610.00%
Gilpin Wealth Management, LLC8$1610.00%
Dunhill Financial, LLC3$520.00%
Keating Financial Advisory Services, Inc.1$200.00%

Sold out (80)

Institutions that held Simply Good Foods Co at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of SMPL in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Champlain Investment Partners, LLC2,496,072$62.0M
Stephens Investment Management Group LLC534,386$13.3M
Schwartz Investment Counsel Inc474,400$11.8M
Congress Asset Management Co409,490$10.2M
Prospector Partners LLC333,818$8.29M
Impax Asset Management Group plc258,620$6.42M
Lord, Abbett & Co. LLC239,018$5.93M
Landscape Capital Management, L.L.C.201,679$5.01M
Benchstone Capital Management LP180,899$4.49M
Maverick Capital LtdSuperinvestorMaverick Capital155,823$3.87M
Twinbeech Capital LP148,131$3.68M
Magnetar Financial LLC141,076$3.50M
Covea Finance134,000$3.33M
Aquatic Capital Management LLC113,643$2.82M
Moody Aldrich Partners LLC113,114$2.81M
Macquarie Group Ltd111,046$2.76M
Natixis98,200$2.44M
Hussman Strategic Advisors, Inc.84,000$2.08M
Massachusetts Financial Services Co61,191$1.52M
Occudo Quantitative Strategies LP59,458$1.48M
Fox Run Management, L.L.C.55,946$1.39M
Susquehanna International Group, LLP54,675$1.36M
Hilton Capital Management, LLC51,690$1.28M
Dana Investment Advisors, Inc.37,074$920.2K
First Trust Advisors LP30,105$747.2K
Scientech Research LLC29,091$722.0K
Diversified Trust Co28,310$702.7K
Pathstone Holdings, LLC26,653$661.5K
Highland Capital Management Fund Advisors, L.P.25,778$639.8K
Semanteon Capital Management, LP22,664$562.5K
Bridgefront Capital, LLC21,947$544.7K
Ami Asset Management Corp21,312$529.0K
Alamea Verwaltungs GmbH20,553$510.1K
Stifel Financial Corp20,416$506.7K
Alliance Wealth Advisors, LLC17,569$436.1K
Diversify Wealth Management, LLC21,728$430.9K
Natixis Advisors, L.P.16,805$417.0K
State of Wisconsin Investment Board15,256$378.7K
MQS Management LLC14,303$355.0K
Virtu Financial LLC12,741$316.0K
LPL Financial LLC12,291$305.1K
Aigen Investment Management, LP12,257$304.2K
Thornburg Investment Management Inc11,885$295.0K
EntryPoint Capital, LLC11,043$274.1K
Sherbrooke Park Advisers LLC10,589$262.8K
Fulton Bank, N.A.10,401$258.2K
Banque Pictet & Cie SA10,351$256.9K
Janney Capital Management LLC10,102$251.0K
DRW Securities, LLC10,067$249.9K
Guggenheim Capital LLC9,133$226.7K
F/M Investments LLC8,778$217.9K
NorthCrest Asset Manangement, LLC8,843$214.5K
Inscription Capital, LLC8,546$212.1K
Pitcairn Co8,268$205.2K
Bayforest Capital Ltd8,222$204.1K
Fieldview Capital Management, LLC8,164$202.6K
Walleye Trading LLC8,135$201.9K
Wealth Enhancement Advisory Services, LLC6,717$163.0K
Johnson Financial Group, Inc.1,444$35.8K
Group One Trading, L.P.1,093$27.1K
Aster Capital Management (DIFC) Ltd1,088$27.0K
Salem Investment Counselors Inc1,050$26.1K
Principal Securities, Inc.565$14.0K
NBC Securities, Inc.557$13.8K
Rise Advisors, LLC267$6.63K
Washington Trust Advisors, Inc.219$5.44K
Red Tortoise LLC180$4.47K
Advisory Services Network, LLC116$2.88K
Bellevue Asset Management, LLC83$2.06K
Wealthspire Advisors, LLC71$1.76K
Kilter Group LLC61$1.51K
Atlantic Trust, LLC52$1.29K
Financial Network Wealth Advisors LLC30$745
Montag A & Associates Inc19$472
Hughes Financial Services, LLC20$384
Clearstead Advisors, LLC12$298
True Wealth Design, LLC12$298
Rossby Financial, LCC12$298
HFM Investment Advisors, LLC3$74
Cloud Capital Management, LLC9$0

Not filed for Q4 2025 yet (5)

Institutions that held Simply Good Foods Co at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMPL in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Wolverine Trading, LLC21,545$529.8K
Glenmede Investment Management, LP15,759$391.1K
CIBC Bancorp USA Inc.10,003$248.3K
Shell Asset Management Co1,400$35.0K
Hemington Wealth Management28$0