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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.

Q1 2026 vs. Q4 2025

How the institutions holding Simply Good Foods Co changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of SMPL: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2674277+14
Shares88.0M10.9M89.5M+12.4M (+16.1%)
Value$1.77B$218.7M$1.29B−$263.4M (−17.0%)

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (68)

Institutions that held Simply Good Foods Co at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to SMPL in Q1 2026
InstitutionSharesValue% of portfolio
Vanguard Portfolio Management LLC5,563,881$79.8M0.00%
Vanguard Capital Management LLC3,771,064$54.1M0.00%
LSV Asset Management2,057,900$29.5M0.06%
Brown Advisory Inc1,159,380$16.6M0.03%
Oaktree Capital Management LPSuperinvestorOaktree Capital1,128,889$16.2M0.27%
Hotchkis & Wiley Capital Management LLC781,860$11.2M0.03%
Jupiter Asset Management Ltd636,388$9.13M0.05%
Vanguard Fiduciary Trust Co582,589$8.36M0.00%
Aquatic Capital Management LLC355,426$5.10M0.15%
Ruffer LLP299,062$4.30M0.18%
Federated Hermes, Inc.279,421$4.01M0.01%
Eurizon Capital SGR S.p.A.220,451$3.16M0.01%
Bridgefront Capital, LLC164,282$2.36M0.59%
Skopos Labs, Inc.115,445$1.66M0.05%
Susquehanna International Group, LLP103,687$1.49M0.00%
Caisse de Depot Et Placement du Quebec96,300$1.38M0.00%
Graham Capital Management, L.P.89,107$1.28M0.04%
Empowered Funds, LLC88,194$1.27M0.01%
Robeco Institutional Asset Management B.V.80,341$1.15M0.00%
Vanguard Asset Management, Ltd78,324$1.12M0.00%
Advisory Services Network, LLC76,317$1.10M0.01%
Nomura Asset Management International Inc.71,200$1.02M0.00%
Atom Investors LP70,584$1.01M0.07%
Weiss Asset Management LP66,052$947.8K0.02%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.62,936$903.1K0.03%
Twinbeech Capital LP60,800$872.5K0.09%
Capital Fund Management S.A.44,940$644.9K0.01%
Zacks Investment Management44,913$644.5K0.01%
Ancora Advisors, LLC41,300$592.7K0.01%
Vanguard Global Advisers, LLC36,259$520.3K0.00%
Morningstar Investment Management LLC33,823$485.4K0.03%
Pathstone Holdings, LLC30,649$439.8K0.00%
ISAM Funds (UK) Ltd28,571$410.0K0.20%
EntryPoint Capital, LLC24,234$347.8K0.10%
Vanguard Investments Australia, Ltd.21,853$313.6K0.00%
Polymer Capital Management (US) LLC21,197$304.2K0.05%
Empirical Asset Management, LLC16,325$234.3K0.06%
Wealth Enhancement Advisory Services, LLC16,429$232.6K0.00%
Abacus Wealth Partners, LLC15,218$218.4K0.02%
Swiss Life Asset Management Ltd14,665$210.4K0.00%
Mercer Global Advisors Inc13,882$199.2K0.00%
Lido Advisors, LLC12,626$181.2K0.00%
Davenport & Co LLC11,559$165.9K0.00%
Centiva Capital, LP11,184$160.5K0.01%
Guggenheim Capital LLC10,646$152.8K0.00%
Group One Trading, L.P.7,414$106.4K0.00%
Bayforest Capital Ltd3,057$43.9K0.05%
Simplex Trading, LLC2,283$32.8K0.00%
Nomura Asset Management Co Ltd1,800$25.8K0.00%
Aster Capital Management (DIFC) Ltd514$17.7K0.01%
Cassaday & Co Wealth Management LLC843$12.1K0.00%
Salem Investment Counselors Inc750$10.8K0.00%
Owl Creek Wealth Partners LLC405$5.81K0.00%
Kilter Group LLC219$3.14K0.00%
Clearstead Advisors, LLC184$2.64K0.00%
Twin Peaks Wealth Advisors, LLC120$1.72K0.00%
Whittier Trust Co of Nevada Inc118$1.68K0.00%
Zions Bancorporation, National Association110$1.58K0.00%
True Wealth Design, LLC55$7900.00%
Manchester Capital Management LLC39$5600.00%
Investors Portfolio Services LLC44$4960.00%
SJS Investment Consulting Inc.26$3740.00%
Prestige Wealth Management Group LLC18$2590.00%
Ameritas Advisory Services, LLC9$1290.00%
CVA Family Office, LLC5$720.00%
Hughes Financial Services, LLC2$290.00%
Raffa Wealth Management, LLC1$140.00%
Vermillion Wealth Management, Inc.1$140.00%

Sold out (54)

Institutions that held Simply Good Foods Co at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of SMPL in Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Two Sigma Investments, LP899,782$18.1M
Armistice Capital, LLC536,000$10.8M
Two Sigma Advisers, LP411,000$8.25M
Citadel Advisors LLC299,065$6.01M
Picton Mahoney Asset Management188,617$3.79M
Trexquant Investment LP129,637$2.60M
State of New Jersey Common Pension Fund D109,541$2.20M
Savoir Faire Capital Management, L.P.96,702$1.94M
Campbell & CO Investment Adviser LLC81,874$1.64M
Squarepoint Ops LLC80,175$1.61M
Marshall Wace, LLP77,161$1.55M
Dark Forest Capital Management LP66,994$1.35M
Gsa Capital Partners LLP62,906$1.26M
Lighthouse Investment Partners, LLC58,702$1.18M
Maxi Investments CY Ltd51,700$1.04M
Quest Partners LLC44,138$886.3K
Cynosure Management, LLC43,519$873.9K
Tudor Investment Corp Et Al42,358$850.5K
Algert Global LLC33,040$663.4K
Freestone Grove Partners LP31,829$639.1K
TD Asset Management Inc23,640$474.7K
Inceptionr LLC21,138$424.5K
Prelude Capital Management, LLC20,329$408.2K
Oxford Asset Management LLP19,614$393.8K
Axq Capital, LP17,910$359.6K
Candriam Luxembourg S.C.A.17,318$347.8K
Teacher Retirement System of Texas17,160$344.6K
Toroso Investments, LLC15,947$320.2K
CI Private Wealth, LLC15,057$302.3K
Counterpoint Mutual Funds LLC14,558$292.3K
Boothbay Fund Management, LLC14,273$286.6K
Quadrature Capital Ltd13,985$280.8K
PharVision Advisers, LLC13,006$261.2K
HighTower Advisors, LLC12,236$245.7K
Profund Advisors LLC11,250$225.9K
Mutual of America Capital Management LLC10,500$210.8K
Daytona Street Capital LLC7,900$158.6K
Danske Bank A/S1,200$24.1K
Quarry LP1,050$21.1K
Banque Cantonale Vaudoise882$18.0K
Torren Management, LLC750$15.1K
Salomon & Ludwin, LLC735$13.8K
Los Angeles Capital Management LLC418$8.04K
Central Trust Co400$8.03K
Barrow Hanley Mewhinney & Strauss LLC213$4.28K
Assetmark, Inc188$3.77K
SRS Capital Advisors, Inc.155$3.11K
SageView Advisory Group, LLC150$3.01K
Optiver Holding B.V.149$2.99K
UMA Financial Services, Inc.49$984
Cornerstone Financial Management LLC26$522
Bell Investment Advisors, Inc25$502
Ankerstar Wealth, LLC18$361
Gilpin Wealth Management, LLC8$161

Not filed for Q1 2026 yet (4)

Institutions that held Simply Good Foods Co at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMPL in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc10,631,429$213.5M
Norges Bank175,399$3.52M
Comerica Bank83,548$1.68M
CIBC Private Wealth Group, LLC1,535$30.8K