Skip to main content

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 2025

Institutional positions in Simply Good Foods Co as of Dec 31, 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
267
−28 vs. Q3 2025
Shares held
88.0M
−4.73M (−5.1%) vs. Q3 2025
Total value
$1.77B
−$534.6M (−23.2%) vs. Q3 2025
New holders
52
98 more added
Sold out
80
96 more reduced

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 267 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 2025: $1.77B
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 2025

Shares, value and share of portfolio for each institution holding Simply Good Foods Co; share changes are against Q3 2025.

Institutions holding SMPL in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Victory Capital Management Inc156,353$3.14M0.00%−104,037−40.0%Reduced
Holocene Advisors, LP158,824$3.19M0.01%+10,376+7.0%Added
Deutsche Bank AG161,170$3.24M0.00%+15,369+10.5%Added
HRT Financial LP162,280$3.26M0.01%+128,998+387.6%Added
Edgestream Partners, L.P.172,717$3.47M0.10%−255,952−59.7%Reduced
New Age Alpha Advisors, LLC173,414$3.48M0.15%+166,515+2,413.6%Added
Norges Bank175,399$3.52M0.00%+175,399New
Creative Planning176,216$3.54M0.00%+127,578+262.3%Added
Verition Fund Management LLC178,762$3.59M0.02%−32,871−15.5%Reduced
Barclays PLC184,146$3.70M0.00%−261,705−58.7%Reduced
UBS Asset Management Americas Inc184,904$3.71M0.00%−7,494−3.9%Reduced
Swiss National Bank188,300$3.78M0.00%+3,200+1.7%Added
Picton Mahoney Asset Management188,617$3.79M0.04%+188,617New
Connors Investor Services Inc188,915$3.79M0.33%+128,175+211.0%Added
JPMorgan Chase & Co192,862$3.87M0.00%−244,869−55.9%Reduced
Seizert Capital Partners, LLC208,597$4.19M0.18%+180,324+637.8%Added
Engineers Gate Manager LP220,475$4.43M0.05%+16,681+8.2%Added
Millennium Management LLC228,461$4.59M0.00%−1,017,775−81.7%Reduced
Legal & General Group Plc230,393$4.63M0.00%−17,686−7.1%Reduced
Man Group plc236,931$4.76M0.01%+197,289+497.7%Added
XTX Topco Ltd242,180$4.86M0.13%+215,051+792.7%Added
Rhumbline Advisers257,530$5.17M0.00%−10,045−3.8%Reduced
Winton Group Ltd260,704$5.23M0.18%+260,704New
Citadel Advisors LLC299,065$6.01M0.00%−95,057−24.1%Reduced
Public Sector Pension Investment Board317,972$6.38M0.02%−42,796−11.9%Reduced
Pacer Advisors, Inc.323,674$6.50M0.02%+323,674New
Two Sigma Advisers, LP411,000$8.25M0.02%+234,500+132.9%Added
Invesco Ltd.421,116$8.46M0.00%−2,690−0.6%Reduced
Jump Financial, LLC452,676$9.09M0.11%+208,725+85.6%Added
Renaissance Technologies LLC456,212$9.16M0.01%+50,412+12.4%Added
Healthcare of Ontario Pension Plan Trust Fund456,468$9.17M0.02%+456,468New
BNP Paribas Arbitrage, SA461,310$9.26M0.01%+51,006+12.4%Added
Assenagon Asset Management S.A.496,513$9.97M0.01%+496,513New
Arrowstreet Capital, Limited Partnership526,537$10.6M0.01%+239,875+83.7%Added
Armistice Capital, LLC536,000$10.8M0.26%+536,000New
Principal Financial Group Inc561,341$11.3M0.01%+36,656+7.0%Added
Walleye Capital LLC595,360$12.0M0.07%+556,343+1,425.9%Added
Bank of New York Mellon Corp599,768$12.0M0.00%+18,970+3.3%Added
Bessemer Group Inc690,863$13.9M0.02%+481,952+230.7%Added
Price T Rowe Associates Inc705,176$14.2M0.00%+10,291+1.5%Added
Balyasny Asset Management LLC798,836$16.0M0.03%+318,270+66.2%Added
Nuveen, LLC806,379$16.2M0.00%+110,364+15.9%Added
Bank of America Corp841,803$16.9M0.00%+522,501+163.6%Added
Ameriprise Financial Inc845,186$17.0M0.00%+82,028+10.7%Added
Two Sigma Investments, LP899,782$18.1M0.03%+509,992+130.8%Added
Northern Trust Corp915,806$18.4M0.00%−18,425−2.0%Reduced
Goldman Sachs Group Inc956,565$19.2M0.00%+323,868+51.2%Added
Voloridge Investment Management, LLC1,016,156$20.4M0.07%+113,759+12.6%Added
Jane Street Group, LLC1,046,298$21.0M0.02%−1,046,432−50.0%Reduced
Wellington Management Group LLP1,133,324$22.8M0.00%−812,606−41.8%Reduced
Charles Schwab Investment Management Inc1,165,588$23.4M0.00%+115,538+11.0%Added
Qube Research & Technologies Ltd1,277,338$25.6M0.04%−36,388−2.8%Reduced
Shapiro Capital Management LLC1,390,720$27.9M1.47%+698,745+101.0%Added
River Road Asset Management, LLC1,586,490$31.9M0.35%+1,586,490New
D. E. Shaw & Co., Inc.1,620,442$32.5M0.02%+1,209,008+293.9%Added
Silvercrest Asset Management Group LLC1,847,928$37.1M0.26%+60,508+3.4%Added
T. Rowe Price Investment Management, Inc.1,895,829$38.1M0.02%−674,011−26.2%Reduced
Fuller & Thaler Asset Management, Inc.1,908,919$38.3M0.13%−12,871−0.7%Reduced
Morgan Stanley1,952,713$39.2M0.00%+1,198,496+158.9%Added
William Blair Investment Management, LLC2,124,640$42.7M0.12%+469,903+28.4%Added
Geode Capital Management, LLC2,332,980$46.9M0.00%−3,844−0.2%Reduced
Boston Trust Walden Corp3,305,134$66.4M0.50%−215,826−6.1%Reduced
State Street Corp3,538,666$71.1M0.00%−30,780−0.9%Reduced
Dimensional Fund Advisors LP3,973,183$79.8M0.02%−315,497−7.4%Reduced
FMR LLC5,495,440$110.3M0.01%−1,467,859−21.1%Reduced
Vanguard Group Inc10,631,429$213.5M0.00%+249,405+2.4%Added
BlackRock, Inc.13,818,789$277.5M0.00%+481,272+3.6%Added
Champlain Investment Partners, LLC0$00.00%−2,496,072−100.0%Sold out
Stephens Investment Management Group LLC0$00.00%−534,386−100.0%Sold out
Schwartz Investment Counsel Inc0$00.00%−474,400−100.0%Sold out
Congress Asset Management Co0$00.00%−409,490−100.0%Sold out
Prospector Partners LLC0$00.00%−333,818−100.0%Sold out
Impax Asset Management Group plc0$00.00%−258,620−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−239,018−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−201,679−100.0%Sold out
Benchstone Capital Management LP0$00.00%−180,899−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−155,823−100.0%Sold out
Twinbeech Capital LP0$00.00%−148,131−100.0%Sold out
Magnetar Financial LLC0$00.00%−141,076−100.0%Sold out
Covea Finance0$00.00%−134,000−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−113,643−100.0%Sold out
Moody Aldrich Partners LLC0$00.00%−113,114−100.0%Sold out
Macquarie Group Ltd0$00.00%−111,046−100.0%Sold out
Natixis0$00.00%−98,200−100.0%Sold out
Hussman Strategic Advisors, Inc.0$00.00%−84,000−100.0%Sold out
Massachusetts Financial Services Co0$00.00%−61,191−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−59,458−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−55,946−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−54,675−100.0%Sold out
Hilton Capital Management, LLC0$00.00%−51,690−100.0%Sold out
Dana Investment Advisors, Inc.0$00.00%−37,074−100.0%Sold out
First Trust Advisors LP0$00.00%−30,105−100.0%Sold out
Scientech Research LLC0$00.00%−29,091−100.0%Sold out
Diversified Trust Co0$00.00%−28,310−100.0%Sold out
Pathstone Holdings, LLC0$00.00%−26,653−100.0%Sold out
Highland Capital Management Fund Advisors, L.P.0$00.00%−25,778−100.0%Sold out
Semanteon Capital Management, LP0$00.00%−22,664−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−21,947−100.0%Sold out
Ami Asset Management Corp0$00.00%−21,312−100.0%Sold out
Alamea Verwaltungs GmbH0$00.00%−20,553−100.0%Sold out