Institutional Ownership Simply Good Foods CO (SMPL)
This table provides information about the institutional ownership of Simply Good Foods CO (SMPL). We have compiled data on the 323 institutions that hold shares in the stock, with a total of 84.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
572
shares
|
$18,498
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
557
shares
|
$18,013
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
451
shares
|
$14,585
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
429
shares
|
$13,873
0.0% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
400
shares
|
$12,936
0.0% of portfolio
|
Q2 2024
Reduced 6.76%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
364
shares
|
$11,771
0.0% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
320
shares
|
$10,348
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
283
shares
|
$9,152
0.0% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
283
shares
|
$9,152
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
277
shares
|
$8,958
0.0% of portfolio
|
Q2 2025
Added 18.38%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
270
shares
|
$8,731
0.0% of portfolio
|
Q1 2025
Added 29.19%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
267
shares
|
$8,634
0.0% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
256
shares
|
$8,279
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
219
shares
|
$7,082
0.0% of portfolio
|
Q1 2022
Reduced 23.69%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
200
shares
|
$6,468
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
195
shares
|
$6,306
0.0% of portfolio
|
Q1 2025
Added 230.51%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
175
shares
|
$5,659
0.0% of portfolio
|
Q2 2025
Added 26.81%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
164
shares
|
$5,303
0.0% of portfolio
|
Q1 2025
Reduced 28.07%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
150
shares
|
$4,851
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
150
shares
|
$4,851
0.0% of portfolio
|
Q4 2023
Added 120.59%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
125
shares
|
$4,042
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
116
shares
|
$3,751
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
115
shares
|
$3,719
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
115
shares
|
$3,719
0.0% of portfolio
|
Q1 2025
Added 27.78%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
106
shares
|
$3,428
0.0% of portfolio
|
Q1 2024
Reduced 39.77%
|