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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, Q1 2026

Institutional positions in Simply Good Foods Co as of Mar 31, 2026. 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
277
+14 vs. Q4 2025
Shares held
89.5M
+12.4M (+16.1%) vs. Q4 2025
Total value
$1.29B
−$263.4M (−17.0%) vs. Q4 2025
New holders
68
100 more added
Sold out
54
88 more reduced

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 277 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 heldQ1 2026: $1.29B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Simply Good Foods Co; share changes are against Q4 2025.

Institutions holding SMPL in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.13,079,538$187.7M0.00%−739,251−5.3%Reduced
Vanguard Portfolio Management LLC5,563,881$79.8M0.00%+5,563,881New
Vanguard Capital Management LLC3,771,064$54.1M0.00%+3,771,064New
Boston Trust Walden Corp3,635,464$52.2M0.43%+330,330+10.0%Added
State Street Corp3,368,524$48.3M0.00%−170,142−4.8%Reduced
Dimensional Fund Advisors LP3,006,266$43.1M0.01%−966,917−24.3%Reduced
River Road Asset Management, LLC2,999,314$43.0M0.49%+1,412,824+89.1%Added
FMR LLC2,820,638$40.5M0.00%−2,674,802−48.7%Reduced
Silvercrest Asset Management Group LLC2,252,936$32.3M0.23%+405,008+21.9%Added
Geode Capital Management, LLC2,204,463$31.6M0.00%−128,517−5.5%Reduced
LSV Asset Management2,057,900$29.5M0.06%+2,057,900New
Fuller & Thaler Asset Management, Inc.1,914,302$27.5M0.09%+5,383+0.3%Added
William Blair Investment Management, LLC1,910,640$27.4M0.09%−214,000−10.1%Reduced
T. Rowe Price Investment Management, Inc.1,660,555$23.8M0.02%−235,274−12.4%Reduced
Morgan Stanley1,560,992$22.4M0.00%−391,721−20.1%Reduced
Wellington Management Group LLP1,522,041$21.8M0.00%+388,717+34.3%Added
Arrowstreet Capital, Limited Partnership1,472,753$21.1M0.01%+946,216+179.7%Added
Ameriprise Financial Inc1,259,785$18.1M0.00%+414,599+49.1%Added
Charles Schwab Investment Management Inc1,211,879$17.4M0.00%+46,291+4.0%Added
Brown Advisory Inc1,159,380$16.6M0.03%+1,159,380New
Oaktree Capital Management LPSuperinvestorOaktree Capital1,128,889$16.2M0.27%+1,128,889New
Bank of America Corp1,040,097$14.9M0.00%+198,294+23.6%Added
Qube Research & Technologies Ltd972,243$14.0M0.02%−305,095−23.9%Reduced
Price T Rowe Associates Inc964,047$13.8M0.00%+258,871+36.7%Added
Goldman Sachs Group Inc916,437$13.2M0.00%−40,128−4.2%Reduced
Northern Trust Corp869,930$12.5M0.00%−45,876−5.0%Reduced
Man Group plc832,284$11.9M0.02%+595,353+251.3%Added
UBS Group AG810,896$11.6M0.00%+693,684+591.8%Added
Hotchkis & Wiley Capital Management LLC781,860$11.2M0.03%+781,860New
Jupiter Asset Management Ltd636,388$9.13M0.05%+636,388New
Shapiro Capital Management LLC628,065$9.01M0.56%−762,655−54.8%Reduced
Handelsbanken Fonder AB591,000$8.48M0.03%+550,000+1,341.5%Added
Vanguard Fiduciary Trust Co582,589$8.36M0.00%+582,589New
AQR Capital Management LLC573,590$8.23M0.00%+456,258+388.9%Added
Bank of New York Mellon Corp534,972$7.68M0.00%−64,796−10.8%Reduced
Walleye Capital LLC520,378$7.47M0.05%−74,982−12.6%Reduced
Invesco Ltd.485,932$6.97M0.00%+64,816+15.4%Added
Pacer Advisors, Inc.469,445$6.74M0.02%+145,771+45.0%Added
SG Americas Securities, LLC465,390$6.68M0.01%+412,660+782.6%Added
JPMorgan Chase & Co455,356$6.64M0.00%+262,494+136.1%Added
Healthcare of Ontario Pension Plan Trust Fund451,503$6.48M0.01%−4,965−1.1%Reduced
Jump Financial, LLC446,684$6.41M0.09%−5,992−1.3%Reduced
Edgestream Partners, L.P.446,670$6.41M0.21%+273,953+158.6%Added
Winton Group Ltd416,258$5.97M0.21%+155,554+59.7%Added
Principal Financial Group Inc415,531$5.96M0.00%−145,810−26.0%Reduced
Assenagon Asset Management S.A.405,311$5.82M0.01%−91,202−18.4%Reduced
HRT Financial LP398,622$5.72M0.01%+236,342+145.6%Added
D. E. Shaw & Co., Inc.376,229$5.40M0.00%−1,244,213−76.8%Reduced
Aquatic Capital Management LLC355,426$5.10M0.15%+355,426New
Voloridge Investment Management, LLC318,552$4.57M0.02%−697,604−68.7%Reduced
Wells Fargo & Company308,588$4.43M0.00%+205,342+198.9%Added
Public Sector Pension Investment Board304,675$4.37M0.01%−13,297−4.2%Reduced
Seizert Capital Partners, LLC301,955$4.33M0.20%+93,358+44.8%Added
Ruffer LLP299,062$4.30M0.18%+299,062New
Quantinno Capital Management LP290,189$4.16M0.01%+255,998+748.7%Added
Federated Hermes, Inc.279,421$4.01M0.01%+279,421New
XTX Topco Ltd266,775$3.83M0.07%+24,595+10.2%Added
Jane Street Group, LLC265,580$3.81M0.00%−780,718−74.6%Reduced
Raymond James Financial Inc260,984$3.75M0.00%+146,198+127.4%Added
Kestrel Investment Management Corp258,050$3.70M2.21%+122,475+90.3%Added
Connors Investor Services Inc256,771$3.68M0.34%+67,856+35.9%Added
Rhumbline Advisers245,731$3.53M0.00%−11,799−4.6%Reduced
Victory Capital Management Inc238,296$3.42M0.00%+81,943+52.4%Added
Millennium Management LLC224,428$3.22M0.00%−4,033−1.8%Reduced
Eurizon Capital SGR S.p.A.220,451$3.16M0.01%+220,451New
BNP Paribas Arbitrage, SA218,612$3.14M0.00%−242,698−52.6%Reduced
Universal- Beteiligungs- und Servicegesellschaft mbH216,618$3.11M0.01%+174,508+414.4%Added
UBS Asset Management Americas Inc214,103$3.07M0.00%+29,199+15.8%Added
Citigroup Inc207,005$2.97M0.00%+82,132+65.8%Added
Creative Planning203,552$2.92M0.00%+27,336+15.5%Added
Legal & General Group Plc197,205$2.83M0.00%−33,188−14.4%Reduced
Nuveen, LLC195,848$2.81M0.00%−610,531−75.7%Reduced
Gotham Asset Management, LLC184,152$2.64M0.01%+160,285+671.6%Added
Swiss National Bank174,000$2.50M0.00%−14,300−7.6%Reduced
Alliancebernstein L.P.119,624$2.40M0.00%+2,600+2.2%Added
New Age Alpha Advisors, LLC167,037$2.40M0.11%−6,377−3.7%Reduced
Bridgefront Capital, LLC164,282$2.36M0.59%+164,282New
Y-Intercept (Hong Kong) Ltd160,844$2.31M0.04%+28,961+22.0%Added
Deutsche Bank AG158,792$2.28M0.00%−2,378−1.5%Reduced
Brevan Howard Capital Management LP152,379$2.19M0.02%+113,642+293.4%Added
SEI Investments Co143,874$2.06M0.00%+131,353+1,049.1%Added
Madison Asset Management, LLC143,206$2.06M0.03%−1,313−0.9%Reduced
Villanova Investment Management Co LLC141,483$2.03M2.08%+52,153+58.4%Added
FIL Ltd132,812$1.91M0.00%−608−0.5%Reduced
Taproot Management LP132,567$1.90M0.36%+87,585+194.7%Added
Quantbot Technologies LP125,695$1.80M0.07%+63,675+102.7%Added
Engineers Gate Manager LP124,276$1.78M0.02%−96,199−43.6%Reduced
Renaissance Technologies LLC123,000$1.77M0.00%−333,212−73.0%Reduced
California State Teachers Retirement System116,880$1.68M0.00%+28,548+32.3%Added
New York State Teachers Retirement System115,851$1.66M0.00%+5,215+4.7%Added
Skopos Labs, Inc.115,445$1.66M0.05%+115,445New
Fifth Third Bancorp114,859$1.65M0.00%+113,687+9,700.3%Added
Bridgewater Associates, LP110,216$1.58M0.01%+10,020+10.0%Added
Clark Estates Inc107,500$1.54M0.37%+15,200+16.5%Added
Prudential Financial Inc106,610$1.53M0.00%+19,720+22.7%Added
Susquehanna International Group, LLP103,687$1.49M0.00%+103,687New
Caisse de Depot Et Placement du Quebec96,300$1.38M0.00%+96,300New
Franklin Resources Inc95,693$1.37M0.00%+34,344+56.0%Added
Caxton Associates LLP93,925$1.35M0.03%+9,847+11.7%Added
Schonfeld Strategic Advisors LLC92,379$1.33M0.01%+51,434+125.6%Added