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 |
|---|---|---|---|---|---|
| Barclays PLC | 4 | $91 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $457 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 50 | $1.14K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Belpointe Asset Management LLC | 167 | $3.81K | 0.00% | +167 | New |
| Ameritas Advisory Services, LLC | 200 | $4.57K | 0.00% | +200 | New |
| Tower Research Capital LLC (TRC) | 251 | $6.00K | 0.00% | +251 | New |
| MCF Advisors LLC | 283 | $6.46K | 0.00% | +283 | New |
| First Personal Financial Services | 310 | $7.08K | 0.00% | +310 | New |
| National Bank of Canada | 350 | $7.99K | 0.00% | +250+250.0% | Added |
| TFC Financial Management | 382 | $8.72K | 0.00% | +382 | New |
| RFP Financial Group LLC | 653 | $14.9K | 0.02% | +653 | New |
| Advisors Asset Management, Inc. | 769 | $17.6K | 0.00% | +427+124.9% | Added |
| 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 |
| Steward Partners Investment Advisory, LLC | 1,361 | $31.1K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 1,464 | $33.4K | 0.00% | +77+5.6% | Added |
| JPMorgan Chase & Co | 1,512 | $35.0K | 0.00% | +1,412+1,412.0% | Added |
| US Bancorp | 2,024 | $46.2K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2,523 | $57.6K | 0.01% | +2,523 | New |
| Toronto Dominion Bank | 3,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3,806 | $87.0K | 0.03% | +3,806 | New |
| Advisor Group Holdings, Inc. | 4,320 | $98.7K | 0.00% | +21+0.5% | Added |
| Citigroup Inc | 4,733 | $108.1K | 0.00% | +4,733 | New |
| Armstrong Advisory Group, Inc | 5,772 | $131.8K | 0.02% | +100+1.8% | Added |
| Group One Trading, L.P. | 7,532 | $172.0K | 0.01% | −5,397−41.7% | Reduced |
| Renaissance Technologies LLC | 8,900 | $203.0K | 0.00% | +8,900 | New |
| Simplex Trading, LLC | 9,690 | $221.0K | 0.01% | +5,666+140.8% | Added |
| 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 |
| HTG Investment Advisors, Inc. | 10,000 | $228.4K | 0.21% | 00.0% | Unchanged |
| LPL Financial LLC | 10,077 | $230.2K | 0.00% | +10,077 | New |
| Essex Investment Management Co LLC | 10,400 | $237.5K | 0.03% | 00.0% | Unchanged |
| Credit Suisse AG | 10,954 | $250.2K | 0.00% | +10,954 | New |
| California State Teachers Retirement System | 13,037 | $297.8K | 0.00% | +13,037 | New |
| Occudo Quantitative Strategies LP | 13,397 | $306.0K | 0.03% | +13,397 | New |
| Quent Capital, LLC | 15,500 | $343.6K | 0.06% | +15,500 | New |
| Millennium Management LLC | 15,941 | $364.0K | 0.00% | −24,244−60.3% | Reduced |
| Morgan Stanley | 18,010 | $411.3K | 0.00% | +13,613+309.6% | Added |
| Raymond James Trust N.A. | 19,500 | $445.0K | 0.01% | +8,000+69.6% | Added |
| Wells Fargo & Company | 19,777 | $451.7K | 0.00% | +859+4.5% | Added |
| Goldman Sachs Group Inc | 21,831 | $498.6K | 0.00% | +21,831 | New |
| Royal Bank of Canada | 22,467 | $513.0K | 0.00% | +21,949+4,237.3% | Added |
| Bank of New York Mellon Corp | 22,925 | $523.6K | 0.00% | −6,365−21.7% | Reduced |
| Susquehanna International Group, LLP | 24,198 | $552.7K | 0.00% | −11,183−31.6% | Reduced |
| Register Financial Advisors LLC | 26,250 | $599.5K | 0.47% | −11,800−31.0% | Reduced |
| Blair William & Co | 28,320 | $646.8K | 0.00% | +28,320 | New |
| UBS Group AG | 31,039 | $708.9K | 0.00% | −5,193−14.3% | Reduced |
| Northern Trust Corp | 31,069 | $709.6K | 0.00% | +15,102+94.6% | Added |
| Skylands Capital, LLC | 32,000 | $730.9K | 0.11% | +32,000 | New |
| Swiss National Bank | 32,000 | $730.9K | 0.00% | +32,000 | New |
| Calamos Advisors LLC | 38,908 | $888.7K | 0.00% | +38,908 | New |
| Legato Capital Management LLC | 39,439 | $900.8K | 0.16% | −7,811−16.5% | Reduced |
| Royce & Associates LP | 41,500 | $947.9K | 0.01% | −23,000−35.7% | Reduced |
| New York State Common Retirement Fund | 47,897 | $1.09M | 0.00% | −9,206−16.1% | Reduced |
| State Street Corp | 50,600 | $1.16M | 0.00% | +14,900+41.7% | Added |
| Jane Street Group, LLC | 56,513 | $1.29M | 0.00% | +56,513 | New |
| Bourne Lent Asset Management Inc | 57,210 | $1.31M | 0.49% | +38,000+197.8% | Added |
| 1492 Capital Management LLC | 68,770 | $1.57M | 0.97% | −260.0% | Reduced |
| Russell Investments Group, Ltd. | 69,128 | $1.58M | 0.00% | +69,128 | New |
| Tanaka Capital Management Inc | 70,000 | $1.60M | 4.64% | 00.0% | Unchanged |
| Victory Capital Management Inc | 72,675 | $1.66M | 0.00% | +72,675 | New |
| Invesco Ltd. | 109,867 | $2.51M | 0.00% | +109,867 | New |
| S Squared Technology, LLC | 130,000 | $2.97M | 1.76% | +130,000 | New |
| Advisory Research Inc | 156,767 | $3.58M | 0.59% | +156,767 | New |
| Geode Capital Management, LLC | 196,631 | $4.49M | 0.00% | +55,141+39.0% | Added |
| Next Century Growth Investors LLC | 217,063 | $4.96M | 0.55% | +217,063 | New |
| First Trust Advisors LP | 286,234 | $6.54M | 0.01% | +286,234 | New |
| Raymond James & Associates | 347,535 | $7.94M | 0.01% | +168,899+94.5% | Added |
| FMR LLC | 383,593 | $8.76M | 0.00% | +338,975+759.7% | Added |
| Nicholas Investment Partners, LP | 405,569 | $9.26M | 0.70% | −80,787−16.6% | Reduced |
| Legal & General Group Plc | 430,713 | $9.84M | 0.00% | +430,713 | New |
| BlackRock Inc. | 508,933 | $11.6M | 0.00% | +178,589+54.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 570,229 | $13.0M | 0.03% | +570,229 | New |
| Exchange Traded Concepts, LLC | 609,414 | $13.9M | 0.38% | +609,414 | New |
| Navis Wealth Advisors, LLC | 913,554 | $20.9M | 22.89% | +158,856+21.0% | Added |
| Frontier Capital Management Co LLC | 1,041,144 | $23.8M | 0.25% | +696,727+202.3% | Added |
| Vanguard Group Inc | 1,303,936 | $29.8M | 0.00% | +1,167,773+857.6% | Added |
| SVF Sponsor III (DE) LLC | 9,090,000 | $207.6M | 100.00% | 00.0% | Unchanged |
| Softbank Group Corp | 22,000,000 | $502.5M | 6.47% | +20,000,000+1,000.0% | Added |
| 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 |