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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 11 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.

Q3 2022 vs. Q2 2022

How the institutions holding Symbotic Inc. changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of SYM: Q2 2022 compared with Q3 2022
MeasureQ2 2022Q3 2022Change
Holders1738+21
Shares24.9M25.1M+155.7K (+0.6%)
Value$272.6M$288.2M+$15.6M (+5.7%)

New holders (26)

Institutions that held Symbotic Inc. at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to SYM in Q3 2022
InstitutionSharesValue% of portfolio
Nicholas Investment Partners, LP194,913$2.24M0.21%
Vanguard Group Inc132,400$1.52M0.00%
Tanaka Capital Management Inc70,000$805.0K2.40%
Emerald Mutual Fund Advisers Trust68,777$791.0K0.05%
Bank of America Corp51,100$588.0K0.00%
Alpha Paradigm Partners, LLC48,158$554.0K0.24%
Susquehanna International Group, LLP46,805$538.0K0.00%
Barclays PLC38,734$445.0K0.00%
Royce & Associates LP37,500$431.0K0.00%
State Street Corp28,300$325.0K0.00%
Raymond James & Associates23,180$267.0K0.00%
Wells Fargo & Company22,415$258.0K0.00%
New York State Common Retirement Fund19,552$225.0K0.00%
UBS Group AG19,478$224.0K0.00%
Northern Trust Corp15,967$184.0K0.00%
Bank of New York Mellon Corp15,757$181.0K0.00%
Compass Financial Advisors LLC14,670$169.0K0.25%
Simplex Trading, LLC8,860$101.0K0.00%
Group One Trading, L.P.5,206$60.0K0.00%
Altshuler Shaham Ltd4,608$50.0K0.00%
Steward Partners Investment Advisory, LLC1,361$16.0K0.00%
The PNC Financial Services Group, Inc.1,000$12.0K0.00%
Cutler Group LP800$9.00K0.00%
Royal Bank of Canada600$7.00K0.00%
National Bank of Canada100$1.00K0.00%
Clean Yield Group20$00.00%

Sold out (5)

Institutions that held Symbotic Inc. at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of SYM in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Saba Capital Management, L.P.500,000$4.91M
Tower Research Capital LLC (TRC)11,277$124.0K
Penserra Capital Management LLC3,472$38.0K
Captrust Financial Advisors2,000$22.0K
Patriot Financial Group Insurance Agency, LLC181$2.00K