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, Q2 2026
Institutional positions in Simply Good Foods Co as of Jun 30, 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
- 300
- +26 vs. Q1 2026
- Shares held
- 85.9M
- −3.46M (−3.9%) vs. Q1 2026
- Total value
- $1.14B
- −$142.4M (−11.1%) vs. Q1 2026
- New holders
- 78
- 100 more added
- Sold out
- 52
- 88 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Simply Good Foods Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 19 | $0 | 0.00% | +19 | New |
| Hughes Financial Services, LLC | 1 | $13 | 0.00% | −1−50.0% | Reduced |
| Buck Wealth Strategies, LLC | 3 | $40 | 0.00% | +3 | New |
| Davis Capital Management | 5 | $66 | 0.00% | +5 | New |
| Abound Wealth Management | 7 | $93 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 9 | $120 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 9 | $120 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 12 | $159 | 0.00% | +12 | New |
| Gilpin Wealth Management, LLC | 16 | $213 | 0.00% | +16 | New |
| Ankerstar Wealth, LLC | 24 | $319 | 0.00% | +24 | New |
| Harbour Investments, Inc. | 26 | $345 | 0.00% | +26 | New |
| Plante Moran Financial Advisors, LLC | 28 | $372 | 0.00% | +28 | New |
| Godfrey Financial Associates, Inc. | 32 | $425 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 44 | $584 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $611 | 0.00% | +28+155.6% | Added |
| Action Point Financial Planning, LLC | 48 | $638 | 0.00% | +48 | New |
| Manchester Capital Management LLC | 52 | $691 | 0.00% | +13+33.3% | Added |
| Cedar Mountain Advisors, LLC | 56 | $744 | 0.00% | +56 | New |
| Ronald Blue Trust, Inc. | 57 | $750 | 0.00% | −2,599−97.9% | Reduced |
| Farmers & Merchants Investments Inc | 57 | $757 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 67 | $890 | 0.00% | +66+6,600.0% | Added |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 70 | $930 | 0.00% | −62,866−99.9% | Reduced |
| Avion Wealth | 87 | $1.00K | 0.00% | +54+163.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 87 | $1.16K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 88 | $1.17K | 0.00% | +88 | New |
| Cornerstone Financial Management LLC | 94 | $1.25K | 0.00% | +94 | New |
| Clearstead Advisors, LLC | 102 | $1.35K | 0.00% | −82−44.6% | Reduced |
| Cornerstone Planning Group LLC | 140 | $1.47K | 0.00% | +140 | New |
| Whittier Trust Co of Nevada Inc | 118 | $1.55K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 127 | $1.69K | 0.00% | −168−56.9% | Reduced |
| CoreCap Advisors, LLC | 143 | $1.90K | 0.00% | +143 | New |
| Private Wealth Management Group, LLC | 172 | $2.29K | 0.00% | +132+330.0% | Added |
| Leonteq Securities AG | 186 | $2.47K | 0.00% | −2,123−91.9% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 226 | $3.00K | 0.00% | +226 | New |
| True Wealth Design, LLC | 312 | $4.14K | 0.00% | +257+467.3% | Added |
| Bryn Mawr Trust Co | 315 | $4.18K | 0.00% | +315 | New |
| Zions Bancorporation, National Association | 340 | $4.51K | 0.00% | +230+209.1% | Added |
| Jones Financial Companies LLLP | 405 | $5.29K | 0.00% | −156−27.8% | Reduced |
| SJS Investment Consulting Inc. | 409 | $5.43K | 0.00% | +383+1,473.1% | Added |
| Umb Bank N A | 444 | $5.90K | 0.00% | −436−49.5% | Reduced |
| Ameritas Advisory Services, LLC | 489 | $6.49K | 0.00% | +480+5,333.3% | Added |
| Massmutual Trust Co FSB | 517 | $6.87K | 0.00% | +12+2.4% | Added |
| Optiver Holding B.V. | 521 | $6.92K | 0.00% | +521 | New |
| Smartleaf Asset Management LLC | 717 | $9.42K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 715 | $9.49K | 0.00% | +715 | New |
| Salem Investment Counselors Inc | 750 | $9.96K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 717 | $10.0K | 0.00% | −51,116−98.6% | Reduced |
| IFP Advisors, Inc | 779 | $10.3K | 0.00% | +744+2,125.7% | Added |
| Parkside Financial Bank & Trust | 803 | $10.7K | 0.00% | +220+37.7% | Added |
| Cassaday & Co Wealth Management LLC | 843 | $11.2K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 879 | $11.7K | 0.01% | +879 | New |
| Covestor Ltd | 910 | $12.0K | 0.01% | +324+55.3% | Added |
| Salomon & Ludwin, LLC | 919 | $12.4K | 0.00% | +919 | New |
| Rothschild Investment LLC | 944 | $12.5K | 0.00% | +604+177.6% | Added |
| Huntington National Bank | 981 | $13.0K | 0.00% | +980+98,000.0% | Added |
| Global Retirement Partners, LLC | 996 | $13.2K | 0.00% | +996 | New |
| Essential Partners LLC | 1,525 | $20.3K | 0.01% | +1,017+200.2% | Added |
| Sterling Capital Management LLC | 1,696 | $22.5K | 0.00% | +318+23.1% | Added |
| Nykredit A/S | 1,725 | $22.9K | 0.00% | +1,725 | New |
| EverSource Wealth Advisors, LLC | 1,870 | $24.8K | 0.00% | −1,125−37.6% | Reduced |
| Public Employees Retirement System of Ohio | 2,263 | $30.1K | 0.00% | +745+49.1% | Added |
| US Bancorp | 2,535 | $33.7K | 0.00% | +654+34.8% | Added |
| Farther Finance Advisors, LLC | 2,541 | $33.7K | 0.00% | −1,675−39.7% | Reduced |
| Group One Trading, L.P. | 2,737 | $36.3K | 0.00% | −4,677−63.1% | Reduced |
| Parallel Advisors, LLC | 2,894 | $38.4K | 0.00% | +288+11.1% | Added |
| KBC Group NV | 3,052 | $41.0K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 3,165 | $42.0K | 0.01% | +2,760+681.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,275 | $43.5K | 0.00% | +1,970+151.0% | Added |
| Bessemer Group Inc | 3,540 | $47.0K | 0.00% | −337−8.7% | Reduced |
| SRS Capital Advisors, Inc. | 3,661 | $48.6K | 0.00% | +3,661 | New |
| Signaturefd, LLC | 4,479 | $59.5K | 0.00% | +3,270+270.5% | Added |
| Nisa Investment Advisors, LLC | 4,796 | $63.7K | 0.00% | +3,239+208.0% | Added |
| Rockefeller Capital Management L.P. | 5,263 | $69.9K | 0.00% | −1,078−17.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,386 | $71.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5,437 | $72.2K | 0.00% | +4,252+358.8% | Added |
| Tower Research Capital LLC (TRC) | 5,759 | $76.5K | 0.00% | +2,644+84.9% | Added |
| Royal Bank of Canada | 6,704 | $90.0K | 0.00% | −36,653−84.5% | Reduced |
| Versant Capital Management, Inc | 6,942 | $92.2K | 0.01% | +4,471+180.9% | Added |
| Meeder Asset Management Inc | 7,100 | $94.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,530 | $100.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 7,738 | $102.8K | 0.01% | +3,854+99.2% | Added |
| Hantz Financial Services, Inc. | 8,513 | $113.0K | 0.00% | +5,975+235.4% | Added |
| Fulcrum Asset Management LLP | 9,448 | $124.1K | 0.01% | +9,448 | New |
| Advisor Group Holdings, Inc. | 9,459 | $125.6K | 0.00% | +3,954+71.8% | Added |
| Triad Wealth Partners, LLC | 11,608 | $131.4K | 0.01% | +11,608 | New |
| Rench Wealth Management, Inc. | 10,000 | $132.8K | 0.04% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 10,110 | $134.3K | 0.12% | +7,053+230.7% | Added |
| Ensign Peak Advisors, Inc | 10,113 | $134.3K | 0.00% | −850−7.8% | Reduced |
| SmartHarvest Portfolios, LLC | 10,284 | $136.6K | 0.04% | +10,284 | New |
| Inscription Capital, LLC | 10,387 | $137.9K | 0.01% | +10,387 | New |
| Guggenheim Capital LLC | 10,787 | $143.3K | 0.00% | +141+1.3% | Added |
| State of Wisconsin Investment Board | 11,039 | $146.6K | 0.00% | +11,039 | New |
| Public Employees Retirement Association of Colorado | 11,217 | $149.0K | 0.00% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 11,286 | $149.9K | 0.00% | +11,286 | New |
| Davenport & Co LLC | 11,299 | $150.1K | 0.00% | −260−2.2% | Reduced |
| VestGen Advisors, LLC | 11,652 | $154.7K | 0.00% | +11,652 | New |
| ProShare Advisors LLC | 11,994 | $159.3K | 0.00% | −1,379−10.3% | Reduced |
| Maryland State Retirement & Pension System | 12,234 | $162.5K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 12,594 | $167.2K | 0.00% | +12,594 | New |
| Ascent Group, LLC | 12,730 | $169.1K | 0.01% | +12,730 | New |