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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Simply Good Foods Co; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 13 | $0 | 0.00% | −199−93.9% | Reduced |
| Avion Wealth | 33 | $0 | 0.00% | −79−70.5% | Reduced |
| Huntington National Bank | 1 | $14 | 0.00% | −360−99.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $14 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 1 | $14 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $28 | 0.00% | +1+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 2 | $29 | 0.00% | −1−33.3% | Reduced |
| Hughes Financial Services, LLC | 2 | $29 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $37 | 0.00% | −1−33.3% | Reduced |
| TD Waterhouse Canada Inc. | 5 | $71 | 0.00% | −759−99.3% | Reduced |
| CVA Family Office, LLC | 5 | $72 | 0.00% | +5 | New |
| Abound Wealth Management | 7 | $101 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 9 | $129 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 9 | $129 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 9 | $129 | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 16 | $230 | 0.00% | −1−5.9% | Reduced |
| Prestige Wealth Management Group LLC | 18 | $259 | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 26 | $374 | 0.00% | +26 | New |
| Godfrey Financial Associates, Inc. | 32 | $459 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 33 | $474 | 0.00% | +10+43.5% | Added |
| Investors Portfolio Services LLC | 44 | $496 | 0.00% | +44 | New |
| IFP Advisors, Inc | 35 | $502 | 0.00% | −8−18.6% | Reduced |
| Rialto Wealth Management, LLC | 35 | $503 | 0.00% | +9+34.6% | Added |
| Manchester Capital Management LLC | 39 | $560 | 0.00% | +39 | New |
| Private Wealth Management Group, LLC | 40 | $574 | 0.00% | −145−78.4% | Reduced |
| Fortitude Family Office, LLC | 42 | $603 | 0.00% | −809−95.1% | Reduced |
| True Wealth Design, LLC | 55 | $790 | 0.00% | +55 | New |
| Farmers & Merchants Investments Inc | 57 | $818 | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 87 | $1.25K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 110 | $1.58K | 0.00% | +110 | New |
| Whittier Trust Co of Nevada Inc | 118 | $1.68K | 0.00% | +118 | New |
| Twin Peaks Wealth Advisors, LLC | 120 | $1.72K | 0.00% | +120 | New |
| Clearstead Advisors, LLC | 184 | $2.64K | 0.00% | +184 | New |
| Kilter Group LLC | 219 | $3.14K | 0.00% | +219 | New |
| Bare Financial Services, Inc | 295 | $4.23K | 0.00% | +200+210.5% | Added |
| Rothschild Investment LLC | 340 | $4.88K | 0.00% | +176+107.3% | Added |
| Owl Creek Wealth Partners LLC | 405 | $5.81K | 0.00% | +405 | New |
| Massmutual Trust Co FSB | 505 | $7.25K | 0.00% | −125−19.8% | Reduced |
| Essential Partners LLC | 508 | $7.29K | 0.00% | +449+761.0% | Added |
| Covestor Ltd | 586 | $8.00K | 0.01% | −6,101−91.2% | Reduced |
| Jones Financial Companies LLLP | 561 | $8.05K | 0.00% | +517+1,175.0% | Added |
| Parkside Financial Bank & Trust | 583 | $8.37K | 0.00% | +100+20.7% | Added |
| Smartleaf Asset Management LLC | 717 | $10.5K | 0.00% | −1,087−60.3% | Reduced |
| Salem Investment Counselors Inc | 750 | $10.8K | 0.00% | +750 | New |
| Quadrant Capital Group LLC | 791 | $11.4K | 0.00% | −5,705−87.8% | Reduced |
| MAI Capital Management | 818 | $11.7K | 0.00% | +718+718.0% | Added |
| Cassaday & Co Wealth Management LLC | 843 | $12.1K | 0.00% | +843 | New |
| Umb Bank N A | 880 | $12.6K | 0.00% | +480+120.0% | Added |
| Allworth Financial LP | 1,185 | $17.0K | 0.00% | +600+102.6% | Added |
| Signaturefd, LLC | 1,209 | $17.3K | 0.00% | −6,597−84.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 514 | $17.7K | 0.01% | +514 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,305 | $18.7K | 0.00% | −1,468−52.9% | Reduced |
| Sterling Capital Management LLC | 1,378 | $19.8K | 0.00% | −981−41.6% | Reduced |
| Public Employees Retirement System of Ohio | 1,518 | $21.8K | 0.00% | +392+34.8% | Added |
| Nisa Investment Advisors, LLC | 1,557 | $22.3K | 0.00% | +230+17.3% | Added |
| Nomura Asset Management Co Ltd | 1,800 | $25.8K | 0.00% | +1,800 | New |
| US Bancorp | 1,881 | $27.0K | 0.00% | +322+20.7% | Added |
| Simplex Trading, LLC | 2,283 | $32.8K | 0.00% | +2,283 | New |
| Leonteq Securities AG | 2,309 | $33.1K | 0.00% | +1,132+96.2% | Added |
| Versant Capital Management, Inc | 2,471 | $35.5K | 0.00% | +1,010+69.1% | Added |
| Hantz Financial Services, Inc. | 2,538 | $36.0K | 0.00% | +751+42.0% | Added |
| Parallel Advisors, LLC | 2,606 | $37.4K | 0.00% | +480+22.6% | Added |
| Ronald Blue Trust, Inc. | 2,656 | $38.1K | 0.00% | +721+37.3% | Added |
| GAMMA Investing LLC | 2,801 | $40.2K | 0.00% | −3,674−56.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,995 | $43.0K | 0.00% | +2,125+244.3% | Added |
| Bayforest Capital Ltd | 3,057 | $43.9K | 0.05% | +3,057 | New |
| KBC Group NV | 3,052 | $44.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,068 | $44.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,115 | $44.7K | 0.00% | −13,921−81.7% | Reduced |
| Larson Financial Group LLC | 3,167 | $45.4K | 0.00% | +2,160+214.5% | Added |
| Caitong International Asset Management Co., Ltd | 3,884 | $55.7K | 0.01% | +3,863+18,395.2% | Added |
| Bessemer Group Inc | 3,877 | $56.0K | 0.00% | −686,986−99.4% | Reduced |
| Farther Finance Advisors, LLC | 4,216 | $59.9K | 0.00% | +3,427+434.3% | Added |
| Northwestern Mutual Wealth Management Co | 5,386 | $77.3K | 0.00% | −149−2.7% | Reduced |
| Advisor Group Holdings, Inc. | 5,505 | $79.0K | 0.00% | +1,059+23.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,818 | $83.5K | 0.00% | +4,869+513.1% | Added |
| Rockefeller Capital Management L.P. | 6,341 | $91.0K | 0.00% | +3,390+114.9% | Added |
| Meeder Asset Management Inc | 7,100 | $101.9K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 7,414 | $106.4K | 0.00% | +7,414 | New |
| Ameritas Investment Partners, Inc. | 7,530 | $108.1K | 0.00% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 10,000 | $143.5K | 0.04% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 10,619 | $152.4K | 0.00% | −4,420−29.4% | Reduced |
| Guggenheim Capital LLC | 10,646 | $152.8K | 0.00% | +10,646 | New |
| Ensign Peak Advisors, Inc | 10,963 | $157.3K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 11,184 | $160.5K | 0.01% | +11,184 | New |
| Neuberger Berman Group LLC | 11,205 | $160.8K | 0.00% | −82,064−88.0% | Reduced |
| Public Employees Retirement Association of Colorado | 11,217 | $161.0K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 11,559 | $165.9K | 0.00% | +11,559 | New |
| Two Sigma Securities, LLC | 11,822 | $169.6K | 0.02% | +1,080+10.1% | Added |
| State of Wyoming | 12,005 | $172.3K | 0.02% | +2,358+24.4% | Added |
| Maryland State Retirement & Pension System | 12,234 | $175.6K | 0.00% | −1,160−8.7% | Reduced |
| Jain Global LLC | 12,469 | $178.9K | 0.00% | −68,739−84.6% | Reduced |
| JustInvest LLC | 12,573 | $180.4K | 0.00% | −2,598−17.1% | Reduced |
| Lido Advisors, LLC | 12,626 | $181.2K | 0.00% | +12,626 | New |
| The PNC Financial Services Group, Inc. | 12,714 | $182.4K | 0.00% | −2,246−15.0% | Reduced |
| Voleon Capital Management LP | 12,810 | $183.8K | 0.00% | −24,661−65.8% | Reduced |
| ProShare Advisors LLC | 13,373 | $191.9K | 0.00% | −4,643−25.8% | Reduced |
| Mercer Global Advisors Inc | 13,882 | $199.2K | 0.00% | +13,882 | New |
| Swiss Life Asset Management Ltd | 14,665 | $210.4K | 0.00% | +14,665 | New |