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Symbotic Inc.

SYM
Exchange
Nasdaq
Industry
General Industrial Machinery & Equipment, NEC
SEC CIK
0001837240

In the last 90 days, Symbotic Inc. insiders filed 0 open-market purchases and 12 sales; 419 institutions reported holding it in 13F filings for Q2 2026, worth $5.21B in total; ARK Invest is the only superinvestor holding it.

Q2 2022 vs. Q1 2022

How the institutions holding Symbotic Inc. changed between Q1 2022 and Q2 2022.

All holders in Q2 2022All holders in Q1 2022

13F holders of SYM: Q1 2022 compared with Q2 2022
MeasureQ1 2022Q2 2022Change
Holders017+17
Shares024.9M+24.9M
Value$0$272.6M+$272.6M

New holders (17)

Institutions that held Symbotic Inc. at the end of Q2 2022 but not at the end of Q1 2022.

Institutions new to SYM in Q2 2022
InstitutionSharesValue% of portfolio
SB Global Advisers Ltd20,000,000$219.4M10.39%
Softbank Group Corp2,000,000$21.9M0.28%
Adage Capital Partners GP, L.L.C.1,487,400$16.3M0.04%
Navis Wealth Advisors, LLC735,388$8.07M8.64%
Saba Capital Management, L.P.500,000$4.91M0.07%
Geode Capital Management, LLC56,637$621.0K0.00%
JPMorgan Chase & Co48,685$534.0K0.00%
BlackRock Inc.40,000$439.0K0.00%
Levin Capital Strategies, L.P.14,000$154.0K0.02%
Tower Research Capital LLC (TRC)11,277$124.0K0.00%
Penserra Capital Management LLC3,472$38.0K0.00%
Money Concepts Capital Corp2,500$30.0K0.00%
Captrust Financial Advisors2,000$22.0K0.00%
Advisor Group Holdings, Inc.1,797$20.0K0.00%
Morgan Stanley1,101$12.0K0.00%
Hantz Financial Services, Inc.750$8.00K0.00%
Patriot Financial Group Insurance Agency, LLC181$2.00K0.00%

Sold out (0)

Institutions that held Symbotic Inc. at the end of Q1 2022 and filed for Q2 2022 without it.

None.