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.
Q4 2022 vs. Q3 2022
How the institutions holding Symbotic Inc. changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Q4 2022 | Change |
|---|---|---|---|
| Holders | 38 | 50 | +12 |
| Shares | 25.1M | 34.8M | +9.79M (+39.1%) |
| Value | $288.2M | $416.1M | +$127.9M (+44.4%) |
New holders (18)
Institutions that held Symbotic Inc. at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| SVF Sponsor III (DE) LLC | 9,090,000 | $108.5M | 100.00% |
| Frontier Capital Management Co LLC | 344,417 | $4.11M | 0.04% |
| 1492 Capital Management LLC | 68,796 | $821.4K | 0.53% |
| Legato Capital Management LLC | 47,250 | $564.2K | 0.11% |
| FMR LLC | 44,618 | $532.7K | 0.00% |
| Millennium Management LLC | 40,185 | $480.0K | 0.00% |
| Register Financial Advisors LLC | 38,050 | $454.3K | 0.29% |
| Bourne Lent Asset Management Inc | 19,210 | $229.4K | 0.10% |
| Raymond James Trust N.A. | 11,500 | $137.0K | 0.00% |
| Essex Investment Management Co LLC | 10,400 | $124.0K | 0.02% |
| HTG Investment Advisors, Inc. | 10,000 | $119.4K | 0.12% |
| Armstrong Advisory Group, Inc | 5,672 | $67.7K | 0.01% |
| Toronto Dominion Bank | 3,000 | $36.0K | 0.00% |
| Rockefeller Capital Management L.P. | 2,500 | $29.0K | 0.00% |
| US Bancorp | 2,024 | $24.2K | 0.00% |
| Advisors Asset Management, Inc. | 342 | $4.08K | 0.00% |
| NVWM, LLC | 50 | $597 | 0.00% |
| GWM Advisors LLC | 20 | $0 | 0.00% |
Sold out (6)
Institutions that held Symbotic Inc. at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| Emerald Mutual Fund Advisers Trust | 68,777 | $791.0K |
| Alpha Paradigm Partners, LLC | 48,158 | $554.0K |
| Compass Financial Advisors LLC | 14,670 | $169.0K |
| Altshuler Shaham Ltd | 4,608 | $50.0K |
| Hantz Financial Services, Inc. | 1,548 | $18.0K |
| Cutler Group LP | 800 | $9.00K |