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, Q4 2022
Institutional positions in Symbotic Inc. as of Dec 31, 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
- 50
- +12 vs. Q3 2022
- Shares held
- 34.8M
- +9.79M (+39.1%) vs. Q3 2022
- Total value
- $416.1M
- +$127.9M (+44.4%) vs. Q3 2022
- New holders
- 18
- 14 more added
- Sold out
- 6
- 9 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SB Global Advisers Ltd | 20,000,000 | $238.8M | 27.74% | 00.0% | Unchanged |
| SVF Sponsor III (DE) LLC | 9,090,000 | $108.5M | 100.00% | +9,090,000 | New |
| Softbank Group Corp | 2,000,000 | $23.9M | 0.36% | 00.0% | Unchanged |
| Navis Wealth Advisors, LLC | 754,698 | $9.01M | 12.80% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 650,000 | $7.76M | 0.02% | −372,714−36.4% | Reduced |
| Nicholas Investment Partners, LP | 486,356 | $5.81M | 0.51% | +291,443+149.5% | Added |
| Frontier Capital Management Co LLC | 344,417 | $4.11M | 0.04% | +344,417 | New |
| BlackRock Inc. | 330,344 | $3.94M | 0.00% | +160,131+94.1% | Added |
| Raymond James & Associates | 178,636 | $2.13M | 0.00% | +155,456+670.6% | Added |
| Geode Capital Management, LLC | 141,490 | $1.69M | 0.00% | +23,004+19.4% | Added |
| Vanguard Group Inc | 136,163 | $1.63M | 0.00% | +3,763+2.8% | Added |
| Tanaka Capital Management Inc | 70,000 | $836.0K | 2.65% | 00.0% | Unchanged |
| 1492 Capital Management LLC | 68,796 | $821.4K | 0.53% | +68,796 | New |
| Royce & Associates LP | 64,500 | $770.1K | 0.01% | +27,000+72.0% | Added |
| New York State Common Retirement Fund | 57,103 | $681.8K | 0.00% | +37,551+192.1% | Added |
| Legato Capital Management LLC | 47,250 | $564.2K | 0.11% | +47,250 | New |
| FMR LLC | 44,618 | $532.7K | 0.00% | +44,618 | New |
| Millennium Management LLC | 40,185 | $480.0K | 0.00% | +40,185 | New |
| Register Financial Advisors LLC | 38,050 | $454.3K | 0.29% | +38,050 | New |
| UBS Group AG | 36,232 | $432.6K | 0.00% | +16,754+86.0% | Added |
| Levin Capital Strategies, L.P. | 36,000 | $429.8K | 0.06% | +21,500+148.3% | Added |
| State Street Corp | 35,700 | $426.3K | 0.00% | +7,400+26.1% | Added |
| Susquehanna International Group, LLP | 35,381 | $422.4K | 0.00% | −11,424−24.4% | Reduced |
| Bank of New York Mellon Corp | 29,290 | $349.7K | 0.00% | +13,533+85.9% | Added |
| Bourne Lent Asset Management Inc | 19,210 | $229.4K | 0.10% | +19,210 | New |
| Wells Fargo & Company | 18,918 | $225.9K | 0.00% | −3,497−15.6% | Reduced |
| Northern Trust Corp | 15,967 | $190.6K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 12,929 | $154.4K | 0.01% | +7,723+148.3% | Added |
| Raymond James Trust N.A. | 11,500 | $137.0K | 0.00% | +11,500 | New |
| Essex Investment Management Co LLC | 10,400 | $124.0K | 0.02% | +10,400 | New |
| HTG Investment Advisors, Inc. | 10,000 | $119.4K | 0.12% | +10,000 | New |
| Armstrong Advisory Group, Inc | 5,672 | $67.7K | 0.01% | +5,672 | New |
| Morgan Stanley | 4,397 | $52.5K | 0.00% | −96,736−95.7% | Reduced |
| Advisor Group Holdings, Inc. | 4,299 | $52.0K | 0.00% | +1,002+30.4% | Added |
| Simplex Trading, LLC | 4,024 | $48.0K | 0.00% | −4,836−54.6% | Reduced |
| Money Concepts Capital Corp | 3,050 | $36.4K | 0.00% | +550+22.0% | Added |
| Toronto Dominion Bank | 3,000 | $36.0K | 0.00% | +3,000 | New |
| Rockefeller Capital Management L.P. | 2,500 | $29.0K | 0.00% | +2,500 | New |
| US Bancorp | 2,024 | $24.2K | 0.00% | +2,024 | New |
| Bank of America Corp | 1,387 | $16.6K | 0.00% | −49,713−97.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,361 | $16.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $11.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 518 | $6.00K | 0.00% | −82−13.7% | Reduced |
| Advisors Asset Management, Inc. | 342 | $4.08K | 0.00% | +342 | New |
| National Bank of Canada | 100 | $1.19K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 100 | $1.00K | 0.00% | −1,400−93.3% | Reduced |
| NVWM, LLC | 50 | $597 | 0.00% | +50 | New |
| Clean Yield Group | 20 | $239 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4 | $48 | 0.00% | −38,730−100.0% | Reduced |
| GWM Advisors LLC | 20 | $0 | 0.00% | +20 | New |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −68,777−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −48,158−100.0% | Sold out |
| Compass Financial Advisors LLC | 0 | $0 | 0.00% | −14,670−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −4,608−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −1,548−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −800−100.0% | Sold out |