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 |
|---|---|---|---|---|---|
| Clean Yield Group | 20 | $0 | 0.00% | +20 | New |
| National Bank of Canada | 100 | $1.00K | 0.00% | +100 | New |
| Royal Bank of Canada | 600 | $7.00K | 0.00% | +600 | New |
| Cutler Group LP | 800 | $9.00K | 0.00% | +800 | New |
| The PNC Financial Services Group, Inc. | 1,000 | $12.0K | 0.00% | +1,000 | New |
| Steward Partners Investment Advisory, LLC | 1,361 | $16.0K | 0.00% | +1,361 | New |
| JPMorgan Chase & Co | 1,500 | $17.0K | 0.00% | −47,185−96.9% | Reduced |
| Hantz Financial Services, Inc. | 1,548 | $18.0K | 0.00% | +798+106.4% | Added |
| Money Concepts Capital Corp | 2,500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,297 | $37.0K | 0.00% | +1,500+83.5% | Added |
| Altshuler Shaham Ltd | 4,608 | $50.0K | 0.00% | +4,608 | New |
| Group One Trading, L.P. | 5,206 | $60.0K | 0.00% | +5,206 | New |
| Simplex Trading, LLC | 8,860 | $101.0K | 0.00% | +8,860 | New |
| Levin Capital Strategies, L.P. | 14,500 | $167.0K | 0.02% | +500+3.6% | Added |
| Compass Financial Advisors LLC | 14,670 | $169.0K | 0.25% | +14,670 | New |
| Bank of New York Mellon Corp | 15,757 | $181.0K | 0.00% | +15,757 | New |
| Northern Trust Corp | 15,967 | $184.0K | 0.00% | +15,967 | New |
| UBS Group AG | 19,478 | $224.0K | 0.00% | +19,478 | New |
| New York State Common Retirement Fund | 19,552 | $225.0K | 0.00% | +19,552 | New |
| Wells Fargo & Company | 22,415 | $258.0K | 0.00% | +22,415 | New |
| Raymond James & Associates | 23,180 | $267.0K | 0.00% | +23,180 | New |
| State Street Corp | 28,300 | $325.0K | 0.00% | +28,300 | New |
| Royce & Associates LP | 37,500 | $431.0K | 0.00% | +37,500 | New |
| Barclays PLC | 38,734 | $445.0K | 0.00% | +38,734 | New |
| Susquehanna International Group, LLP | 46,805 | $538.0K | 0.00% | +46,805 | New |
| Alpha Paradigm Partners, LLC | 48,158 | $554.0K | 0.24% | +48,158 | New |
| Bank of America Corp | 51,100 | $588.0K | 0.00% | +51,100 | New |
| Emerald Mutual Fund Advisers Trust | 68,777 | $791.0K | 0.05% | +68,777 | New |
| Tanaka Capital Management Inc | 70,000 | $805.0K | 2.40% | +70,000 | New |
| Morgan Stanley | 101,133 | $1.16M | 0.00% | +100,032+9,085.6% | Added |
| Geode Capital Management, LLC | 118,486 | $1.36M | 0.00% | +61,849+109.2% | Added |
| Vanguard Group Inc | 132,400 | $1.52M | 0.00% | +132,400 | New |
| BlackRock Inc. | 170,213 | $1.96M | 0.00% | +130,213+325.5% | Added |
| Nicholas Investment Partners, LP | 194,913 | $2.24M | 0.21% | +194,913 | New |
| Navis Wealth Advisors, LLC | 754,698 | $8.68M | 13.40% | +19,310+2.6% | Added |
| Adage Capital Partners GP, L.L.C. | 1,022,714 | $11.8M | 0.03% | −464,686−31.2% | Reduced |
| Softbank Group Corp | 2,000,000 | $23.0M | 0.34% | 00.0% | Unchanged |
| SB Global Advisers Ltd | 20,000,000 | $230.0M | 16.92% | 00.0% | Unchanged |
| 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 |