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