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 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,818 | $83.5K | 0.00% | +4,869+513.1% | Added |
| Advisor Group Holdings, Inc. | 5,505 | $79.0K | 0.00% | +1,059+23.8% | Added |
| Northwestern Mutual Wealth Management Co | 5,386 | $77.3K | 0.00% | −149−2.7% | Reduced |
| Farther Finance Advisors, LLC | 4,216 | $59.9K | 0.00% | +3,427+434.3% | Added |
| Bessemer Group Inc | 3,877 | $56.0K | 0.00% | −686,986−99.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 3,884 | $55.7K | 0.01% | +3,863+18,395.2% | Added |
| Larson Financial Group LLC | 3,167 | $45.4K | 0.00% | +2,160+214.5% | Added |
| Tower Research Capital LLC (TRC) | 3,115 | $44.7K | 0.00% | −13,921−81.7% | Reduced |
| TD Private Client Wealth LLC | 3,068 | $44.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 3,052 | $44.0K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 3,057 | $43.9K | 0.05% | +3,057 | New |
| EverSource Wealth Advisors, LLC | 2,995 | $43.0K | 0.00% | +2,125+244.3% | Added |
| GAMMA Investing LLC | 2,801 | $40.2K | 0.00% | −3,674−56.7% | Reduced |
| Ronald Blue Trust, Inc. | 2,656 | $38.1K | 0.00% | +721+37.3% | Added |
| Parallel Advisors, LLC | 2,606 | $37.4K | 0.00% | +480+22.6% | Added |
| Hantz Financial Services, Inc. | 2,538 | $36.0K | 0.00% | +751+42.0% | Added |
| Versant Capital Management, Inc | 2,471 | $35.5K | 0.00% | +1,010+69.1% | Added |
| Leonteq Securities AG | 2,309 | $33.1K | 0.00% | +1,132+96.2% | Added |
| Simplex Trading, LLC | 2,283 | $32.8K | 0.00% | +2,283 | New |
| US Bancorp | 1,881 | $27.0K | 0.00% | +322+20.7% | Added |
| Nomura Asset Management Co Ltd | 1,800 | $25.8K | 0.00% | +1,800 | New |
| Nisa Investment Advisors, LLC | 1,557 | $22.3K | 0.00% | +230+17.3% | Added |
| Public Employees Retirement System of Ohio | 1,518 | $21.8K | 0.00% | +392+34.8% | Added |
| Sterling Capital Management LLC | 1,378 | $19.8K | 0.00% | −981−41.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,305 | $18.7K | 0.00% | −1,468−52.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 514 | $17.7K | 0.01% | +514 | New |
| Signaturefd, LLC | 1,209 | $17.3K | 0.00% | −6,597−84.5% | Reduced |
| Allworth Financial LP | 1,185 | $17.0K | 0.00% | +600+102.6% | Added |
| Umb Bank N A | 880 | $12.6K | 0.00% | +480+120.0% | Added |
| Cassaday & Co Wealth Management LLC | 843 | $12.1K | 0.00% | +843 | New |
| MAI Capital Management | 818 | $11.7K | 0.00% | +718+718.0% | Added |
| Quadrant Capital Group LLC | 791 | $11.4K | 0.00% | −5,705−87.8% | Reduced |
| Salem Investment Counselors Inc | 750 | $10.8K | 0.00% | +750 | New |
| Smartleaf Asset Management LLC | 717 | $10.5K | 0.00% | −1,087−60.3% | Reduced |
| Parkside Financial Bank & Trust | 583 | $8.37K | 0.00% | +100+20.7% | Added |
| Jones Financial Companies LLLP | 561 | $8.05K | 0.00% | +517+1,175.0% | Added |
| Covestor Ltd | 586 | $8.00K | 0.01% | −6,101−91.2% | Reduced |
| Essential Partners LLC | 508 | $7.29K | 0.00% | +449+761.0% | Added |
| Massmutual Trust Co FSB | 505 | $7.25K | 0.00% | −125−19.8% | Reduced |
| Owl Creek Wealth Partners LLC | 405 | $5.81K | 0.00% | +405 | New |
| Rothschild Investment LLC | 340 | $4.88K | 0.00% | +176+107.3% | Added |
| Bare Financial Services, Inc | 295 | $4.23K | 0.00% | +200+210.5% | Added |
| Kilter Group LLC | 219 | $3.14K | 0.00% | +219 | New |
| Clearstead Advisors, LLC | 184 | $2.64K | 0.00% | +184 | New |
| Twin Peaks Wealth Advisors, LLC | 120 | $1.72K | 0.00% | +120 | New |
| Whittier Trust Co of Nevada Inc | 118 | $1.68K | 0.00% | +118 | New |
| Zions Bancorporation, National Association | 110 | $1.58K | 0.00% | +110 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 87 | $1.25K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 57 | $818 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 55 | $790 | 0.00% | +55 | New |
| Fortitude Family Office, LLC | 42 | $603 | 0.00% | −809−95.1% | Reduced |
| Private Wealth Management Group, LLC | 40 | $574 | 0.00% | −145−78.4% | Reduced |
| Manchester Capital Management LLC | 39 | $560 | 0.00% | +39 | New |
| Rialto Wealth Management, LLC | 35 | $503 | 0.00% | +9+34.6% | Added |
| IFP Advisors, Inc | 35 | $502 | 0.00% | −8−18.6% | Reduced |
| Investors Portfolio Services LLC | 44 | $496 | 0.00% | +44 | New |
| Root Financial Partners, LLC | 33 | $474 | 0.00% | +10+43.5% | Added |
| Godfrey Financial Associates, Inc. | 32 | $459 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $374 | 0.00% | +26 | New |
| Prestige Wealth Management Group LLC | 18 | $259 | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 16 | $230 | 0.00% | −1−5.9% | Reduced |
| 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 |
| Abound Wealth Management | 7 | $101 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $72 | 0.00% | +5 | New |
| TD Waterhouse Canada Inc. | 5 | $71 | 0.00% | −759−99.3% | Reduced |
| Dunhill Financial, LLC | 2 | $37 | 0.00% | −1−33.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $29 | 0.00% | −1−33.3% | Reduced |
| Hughes Financial Services, LLC | 2 | $29 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $28 | 0.00% | +1+100.0% | Added |
| 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 |
| Capital Advisors, Ltd. LLC | 13 | $0 | 0.00% | −199−93.9% | Reduced |
| Avion Wealth | 33 | $0 | 0.00% | −79−70.5% | Reduced |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −899,782−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −536,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −411,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −299,065−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −188,617−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −129,637−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −109,541−100.0% | Sold out |
| Savoir Faire Capital Management, L.P. | 0 | $0 | 0.00% | −96,702−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −81,874−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −80,175−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −77,161−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −66,994−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −62,906−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −58,702−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −51,700−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −44,138−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −43,519−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −42,358−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −33,040−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −31,829−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −23,640−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −21,138−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −20,329−100.0% | Sold out |