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 13 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.
13F holders, Q3 2022
Institutional positions in Symbotic Inc. as of Sep 30, 2022. 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
- 38
- +21 vs. Q2 2022
- Shares held
- 25.1M
- +155.7K (+0.6%) vs. Q2 2022
- Total value
- $288.2M
- +$15.6M (+5.7%) vs. Q2 2022
- New holders
- 26
- 7 more added
- Sold out
- 5
- 2 more reduced
Compare with Q2 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SYM 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 | 419 | $5.21B |
| Q1 2026 | 413 | $6.01B |
| Q4 2025 | 403 | $6.76B |
| Q3 2025 | 335 | $5.66B |
| Q2 2025 | 280 | $4.00B |
| Q1 2025 | 222 | $2.09B |
| Q4 2024 | 222 | $2.43B |
| Q3 2024 | 214 | $2.16B |
| Q2 2024 | 240 | $2.90B |
| Q1 2024 | 235 | $3.41B |
| Q4 2023 | 198 | $3.35B |
| Q3 2023 | 152 | $2.05B |
| Q2 2023 | 130 | $1.84B |
| Q1 2023 | 80 | $909.6M |
| Q4 2022 | 50 | $416.1M |
| Q3 2022 | 38 | $288.2M |
| Q2 2022 | 17 | $272.6M |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SB Global Advisers Ltd | 20,000,000 | $230.0M | 16.92% | 00.0% | Unchanged |
| Softbank Group Corp | 2,000,000 | $23.0M | 0.34% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 1,022,714 | $11.8M | 0.03% | −464,686−31.2% | Reduced |
| Navis Wealth Advisors, LLC | 754,698 | $8.68M | 13.40% | +19,310+2.6% | Added |
| Nicholas Investment Partners, LP | 194,913 | $2.24M | 0.21% | +194,913 | New |
| BlackRock Inc. | 170,213 | $1.96M | 0.00% | +130,213+325.5% | Added |
| Vanguard Group Inc | 132,400 | $1.52M | 0.00% | +132,400 | New |
| Geode Capital Management, LLC | 118,486 | $1.36M | 0.00% | +61,849+109.2% | Added |
| Morgan Stanley | 101,133 | $1.16M | 0.00% | +100,032+9,085.6% | Added |
| Tanaka Capital Management Inc | 70,000 | $805.0K | 2.40% | +70,000 | New |
| Emerald Mutual Fund Advisers Trust | 68,777 | $791.0K | 0.05% | +68,777 | New |
| Bank of America Corp | 51,100 | $588.0K | 0.00% | +51,100 | New |
| Alpha Paradigm Partners, LLC | 48,158 | $554.0K | 0.24% | +48,158 | New |
| Susquehanna International Group, LLP | 46,805 | $538.0K | 0.00% | +46,805 | New |
| Barclays PLC | 38,734 | $445.0K | 0.00% | +38,734 | New |
| Royce & Associates LP | 37,500 | $431.0K | 0.00% | +37,500 | New |
| State Street Corp | 28,300 | $325.0K | 0.00% | +28,300 | New |
| Raymond James & Associates | 23,180 | $267.0K | 0.00% | +23,180 | New |
| Wells Fargo & Company | 22,415 | $258.0K | 0.00% | +22,415 | New |
| New York State Common Retirement Fund | 19,552 | $225.0K | 0.00% | +19,552 | New |
| UBS Group AG | 19,478 | $224.0K | 0.00% | +19,478 | New |
| Northern Trust Corp | 15,967 | $184.0K | 0.00% | +15,967 | New |
| Bank of New York Mellon Corp | 15,757 | $181.0K | 0.00% | +15,757 | New |
| Compass Financial Advisors LLC | 14,670 | $169.0K | 0.25% | +14,670 | New |
| Levin Capital Strategies, L.P. | 14,500 | $167.0K | 0.02% | +500+3.6% | Added |
| Simplex Trading, LLC | 8,860 | $101.0K | 0.00% | +8,860 | New |
| Group One Trading, L.P. | 5,206 | $60.0K | 0.00% | +5,206 | New |
| Altshuler Shaham Ltd | 4,608 | $50.0K | 0.00% | +4,608 | New |
| Advisor Group Holdings, Inc. | 3,297 | $37.0K | 0.00% | +1,500+83.5% | Added |
| Money Concepts Capital Corp | 2,500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,548 | $18.0K | 0.00% | +798+106.4% | Added |
| JPMorgan Chase & Co | 1,500 | $17.0K | 0.00% | −47,185−96.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,361 | $16.0K | 0.00% | +1,361 | New |
| The PNC Financial Services Group, Inc. | 1,000 | $12.0K | 0.00% | +1,000 | New |
| Cutler Group LP | 800 | $9.00K | 0.00% | +800 | New |
| Royal Bank of Canada | 600 | $7.00K | 0.00% | +600 | New |
| National Bank of Canada | 100 | $1.00K | 0.00% | +100 | New |
| Clean Yield Group | 20 | $0 | 0.00% | +20 | New |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −11,277−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −3,472−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −181−100.0% | Sold out |