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, Q1 2023
Institutional positions in Symbotic Inc. as of Mar 31, 2023. 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
- 80
- +31 vs. Q4 2022
- Shares held
- 39.8M
- +25.0M (+168.2%) vs. Q4 2022
- Total value
- $909.6M
- +$732.3M (+413.1%) vs. Q4 2022
- New holders
- 36
- 22 more added
- Sold out
- 5
- 11 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Softbank Group Corp | 22,000,000 | $502.5M | 6.47% | +20,000,000+1,000.0% | Added |
| SVF Sponsor III (DE) LLC | 9,090,000 | $207.6M | 100.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,303,936 | $29.8M | 0.00% | +1,167,773+857.6% | Added |
| Frontier Capital Management Co LLC | 1,041,144 | $23.8M | 0.25% | +696,727+202.3% | Added |
| Navis Wealth Advisors, LLC | 913,554 | $20.9M | 22.89% | +158,856+21.0% | Added |
| Exchange Traded Concepts, LLC | 609,414 | $13.9M | 0.38% | +609,414 | New |
| Mirae Asset Global Investments Co., Ltd. | 570,229 | $13.0M | 0.03% | +570,229 | New |
| BlackRock Inc. | 508,933 | $11.6M | 0.00% | +178,589+54.1% | Added |
| Legal & General Group Plc | 430,713 | $9.84M | 0.00% | +430,713 | New |
| Nicholas Investment Partners, LP | 405,569 | $9.26M | 0.70% | −80,787−16.6% | Reduced |
| FMR LLC | 383,593 | $8.76M | 0.00% | +338,975+759.7% | Added |
| Raymond James & Associates | 347,535 | $7.94M | 0.01% | +168,899+94.5% | Added |
| First Trust Advisors LP | 286,234 | $6.54M | 0.01% | +286,234 | New |
| Next Century Growth Investors LLC | 217,063 | $4.96M | 0.55% | +217,063 | New |
| Geode Capital Management, LLC | 196,631 | $4.49M | 0.00% | +55,141+39.0% | Added |
| Advisory Research Inc | 156,767 | $3.58M | 0.59% | +156,767 | New |
| S Squared Technology, LLC | 130,000 | $2.97M | 1.76% | +130,000 | New |
| Invesco Ltd. | 109,867 | $2.51M | 0.00% | +109,867 | New |
| Victory Capital Management Inc | 72,675 | $1.66M | 0.00% | +72,675 | New |
| Tanaka Capital Management Inc | 70,000 | $1.60M | 4.64% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 69,128 | $1.58M | 0.00% | +69,128 | New |
| 1492 Capital Management LLC | 68,770 | $1.57M | 0.97% | −260.0% | Reduced |
| Bourne Lent Asset Management Inc | 57,210 | $1.31M | 0.49% | +38,000+197.8% | Added |
| Jane Street Group, LLC | 56,513 | $1.29M | 0.00% | +56,513 | New |
| State Street Corp | 50,600 | $1.16M | 0.00% | +14,900+41.7% | Added |
| New York State Common Retirement Fund | 47,897 | $1.09M | 0.00% | −9,206−16.1% | Reduced |
| Royce & Associates LP | 41,500 | $947.9K | 0.01% | −23,000−35.7% | Reduced |
| Legato Capital Management LLC | 39,439 | $900.8K | 0.16% | −7,811−16.5% | Reduced |
| Calamos Advisors LLC | 38,908 | $888.7K | 0.00% | +38,908 | New |
| Skylands Capital, LLC | 32,000 | $730.9K | 0.11% | +32,000 | New |
| Swiss National Bank | 32,000 | $730.9K | 0.00% | +32,000 | New |
| Northern Trust Corp | 31,069 | $709.6K | 0.00% | +15,102+94.6% | Added |
| UBS Group AG | 31,039 | $708.9K | 0.00% | −5,193−14.3% | Reduced |
| Blair William & Co | 28,320 | $646.8K | 0.00% | +28,320 | New |
| Register Financial Advisors LLC | 26,250 | $599.5K | 0.47% | −11,800−31.0% | Reduced |
| Susquehanna International Group, LLP | 24,198 | $552.7K | 0.00% | −11,183−31.6% | Reduced |
| Bank of New York Mellon Corp | 22,925 | $523.6K | 0.00% | −6,365−21.7% | Reduced |
| Royal Bank of Canada | 22,467 | $513.0K | 0.00% | +21,949+4,237.3% | Added |
| Goldman Sachs Group Inc | 21,831 | $498.6K | 0.00% | +21,831 | New |
| Wells Fargo & Company | 19,777 | $451.7K | 0.00% | +859+4.5% | Added |
| Raymond James Trust N.A. | 19,500 | $445.0K | 0.01% | +8,000+69.6% | Added |
| Morgan Stanley | 18,010 | $411.3K | 0.00% | +13,613+309.6% | Added |
| Millennium Management LLC | 15,941 | $364.0K | 0.00% | −24,244−60.3% | Reduced |
| Quent Capital, LLC | 15,500 | $343.6K | 0.06% | +15,500 | New |
| Occudo Quantitative Strategies LP | 13,397 | $306.0K | 0.03% | +13,397 | New |
| California State Teachers Retirement System | 13,037 | $297.8K | 0.00% | +13,037 | New |
| Credit Suisse AG | 10,954 | $250.2K | 0.00% | +10,954 | New |
| Essex Investment Management Co LLC | 10,400 | $237.5K | 0.03% | 00.0% | Unchanged |
| LPL Financial LLC | 10,077 | $230.2K | 0.00% | +10,077 | New |
| HTG Investment Advisors, Inc. | 10,000 | $228.4K | 0.21% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 9,918 | $226.0K | 0.00% | +9,918 | New |
| Crossmark Global Holdings, Inc. | 9,902 | $226.0K | 0.01% | +9,902 | New |
| Simplex Trading, LLC | 9,690 | $221.0K | 0.01% | +5,666+140.8% | Added |
| Renaissance Technologies LLC | 8,900 | $203.0K | 0.00% | +8,900 | New |
| Group One Trading, L.P. | 7,532 | $172.0K | 0.01% | −5,397−41.7% | Reduced |
| Armstrong Advisory Group, Inc | 5,772 | $131.8K | 0.02% | +100+1.8% | Added |
| Citigroup Inc | 4,733 | $108.1K | 0.00% | +4,733 | New |
| Advisor Group Holdings, Inc. | 4,320 | $98.7K | 0.00% | +21+0.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 3,806 | $87.0K | 0.03% | +3,806 | New |
| Toronto Dominion Bank | 3,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,523 | $57.6K | 0.01% | +2,523 | New |
| US Bancorp | 2,024 | $46.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,512 | $35.0K | 0.00% | +1,412+1,412.0% | Added |
| Bank of America Corp | 1,464 | $33.4K | 0.00% | +77+5.6% | Added |
| Steward Partners Investment Advisory, LLC | 1,361 | $31.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,000 | $22.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,000 | $22.8K | 0.01% | +1,000 | New |
| Advisors Asset Management, Inc. | 769 | $17.6K | 0.00% | +427+124.9% | Added |
| RFP Financial Group LLC | 653 | $14.9K | 0.02% | +653 | New |
| TFC Financial Management | 382 | $8.72K | 0.00% | +382 | New |
| National Bank of Canada | 350 | $7.99K | 0.00% | +250+250.0% | Added |
| First Personal Financial Services | 310 | $7.08K | 0.00% | +310 | New |
| MCF Advisors LLC | 283 | $6.46K | 0.00% | +283 | New |
| Tower Research Capital LLC (TRC) | 251 | $6.00K | 0.00% | +251 | New |
| Ameritas Advisory Services, LLC | 200 | $4.57K | 0.00% | +200 | New |
| Belpointe Asset Management LLC | 167 | $3.81K | 0.00% | +167 | New |
| Retirement Group, LLC | 100 | $2.00K | 0.00% | +100 | New |
| NVWM, LLC | 50 | $1.14K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $457 | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4 | $91 | 0.00% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −650,000−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −3,050−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| SB Global Advisers Ltd | – | – | – | – | Not filed |