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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Simply Good Foods Co; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Stifel Financial Corp | 0 | $0 | 0.00% | −20,416−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −17,569−100.0% | Sold out |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −21,728−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −16,805−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −15,256−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −14,303−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,741−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −12,291−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,257−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −11,885−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −11,043−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −10,589−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −10,401−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −10,351−100.0% | Sold out |
| Janney Capital Management LLC | 0 | $0 | 0.00% | −10,102−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −10,067−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −9,133−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −8,778−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −8,843−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −8,546−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −8,268−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −8,222−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −8,164−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,135−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −6,717−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −1,444−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,093−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,088−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −565−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −557−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Kilter Group LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Rossby Financial, LCC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| HFM Investment Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |