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 $2.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
7,371
shares
|
$242,284
0.18% of portfolio
|
Q1 2024
Reduced 6.08%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
7,325
shares
|
$240,772
0.0% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
7,189
shares
|
$236,302
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
7,104
shares
|
$233,508
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
6,927
shares
|
$227,690
0.0% of portfolio
|
Q1 2025
Reduced 58.41%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
6,629
shares
|
$217,895
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
6,628
shares
|
$217,862
0.01% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
6,586
shares
|
$216,481
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
6,447
shares
|
$211,912
0.0% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,316
shares
|
$207,606
0.0% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
6,314
shares
|
$207,541
0.3% of portfolio
|
Q1 2025
Added 18.53%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
6,205
shares
|
$203,958
0.0% of portfolio
|
Q1 2025
Added 7.13%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,141
shares
|
$201,854
0.02% of portfolio
|
Q4 2023
Added 14.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
6,124
shares
|
$201,295
0.0% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
6,121
shares
|
$201,197
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
May 07, 2025 Q1 2025 |
5,869
shares
|
$192,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
5,608
shares
|
$184,334
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
5,558
shares
|
$182,691
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
5,508
shares
|
$181,047
0.0% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
5,277
shares
|
$173,454
0.0% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,186
shares
|
$170,463
0.0% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
4,599
shares
|
$151,169
0.02% of portfolio
|
Q1 2025
Added 13.78%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
4,199
shares
|
$138,021
0.0% of portfolio
|
Q2 2025
Reduced 20.06%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
4,179
shares
|
$137,363
0.1% of portfolio
|
Q1 2025
Reduced 14.17%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
3,943
shares
|
$129,606
0.0% of portfolio
|
Q1 2025
Added 2.58%
|