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, Q2 2023
Institutional positions in Symbotic Inc. as of Jun 30, 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
- 130
- +51 vs. Q1 2023
- Shares held
- 43.0M
- +3.21M (+8.1%) vs. Q1 2023
- Total value
- $1.84B
- +$933.2M (+102.6%) vs. Q1 2023
- New holders
- 59
- 39 more added
- Sold out
- 8
- 23 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Softbank Group Corp | 22,000,000 | $941.8M | 10.56% | 00.0% | Unchanged |
| SVF Sponsor III (DE) LLC | 9,090,000 | $389.1M | 100.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,101,014 | $89.9M | 0.00% | +797,078+61.1% | Added |
| Navis Wealth Advisors, LLC | 913,554 | $39.1M | 35.86% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 714,897 | $30.5M | 0.07% | +144,668+25.4% | Added |
| First Trust Advisors LP | 652,995 | $28.0M | 0.03% | +366,761+128.1% | Added |
| FMR LLC | 593,298 | $25.4M | 0.00% | +209,705+54.7% | Added |
| Exchange Traded Concepts, LLC | 558,682 | $23.9M | 0.59% | −50,732−8.3% | Reduced |
| Raymond James & Associates | 420,372 | $18.0M | 0.01% | +72,837+21.0% | Added |
| Legal & General Group Plc | 413,891 | $17.7M | 0.01% | −16,822−3.9% | Reduced |
| Price T Rowe Associates Inc | 358,700 | $15.4M | 0.00% | +358,700 | New |
| Nicholas Investment Partners, LP | 325,321 | $13.9M | 0.95% | −80,248−19.8% | Reduced |
| TCW Group Inc | 315,627 | $13.5M | 0.15% | +315,627 | New |
| BlackRock Inc. | 278,159 | $11.9M | 0.00% | −230,774−45.3% | Reduced |
| Voloridge Investment Management, LLC | 275,456 | $11.8M | 0.06% | +275,456 | New |
| Driehaus Capital Management LLC | 268,248 | $11.5M | 0.14% | +268,248 | New |
| Millennium Management LLC | 261,632 | $11.2M | 0.01% | +245,691+1,541.3% | Added |
| S Squared Technology, LLC | 220,000 | $9.42M | 4.66% | +90,000+69.2% | Added |
| Geode Capital Management, LLC | 196,099 | $8.39M | 0.00% | −532−0.3% | Reduced |
| State Street Corp | 172,825 | $7.40M | 0.00% | +122,225+241.6% | Added |
| Frontier Capital Management Co LLC | 165,421 | $7.08M | 0.07% | −875,723−84.1% | Reduced |
| Advisory Research Inc | 140,213 | $6.00M | 0.77% | −16,554−10.6% | Reduced |
| Pinebridge Investments, L.P. | 125,717 | $5.38M | 0.06% | +125,717 | New |
| Telemark Asset Management, LLC | 125,000 | $5.35M | 0.73% | +125,000 | New |
| Renaissance Technologies LLC | 122,262 | $5.23M | 0.01% | +113,362+1,273.7% | Added |
| Bank of America Corp | 119,246 | $5.10M | 0.00% | +117,782+8,045.2% | Added |
| 1832 Asset Management L.P. | 115,200 | $4.93M | 0.01% | +115,200 | New |
| Invesco Ltd. | 106,067 | $4.54M | 0.00% | −3,800−3.5% | Reduced |
| Next Century Growth Investors LLC | 102,379 | $4.38M | 0.42% | −114,684−52.8% | Reduced |
| UBS Group AG | 96,781 | $4.14M | 0.00% | +65,742+211.8% | Added |
| Hussman Strategic Advisors, Inc. | 78,000 | $3.34M | 0.61% | +78,000 | New |
| Jane Street Group, LLC | 69,009 | $2.95M | 0.00% | +12,496+22.1% | Added |
| Royal Bank of Canada | 66,243 | $2.83M | 0.00% | +43,776+194.8% | Added |
| Russell Investments Group, Ltd. | 65,220 | $2.79M | 0.01% | −3,908−5.7% | Reduced |
| Taylor Frigon Capital Management LLC | 63,240 | $2.71M | 1.32% | +63,240 | New |
| Bourne Lent Asset Management Inc | 57,210 | $2.45M | 0.85% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 56,830 | $2.43M | 6.58% | −13,170−18.8% | Reduced |
| Squarepoint Ops LLC | 54,115 | $2.32M | 0.01% | +54,115 | New |
| Bank of New York Mellon Corp | 52,425 | $2.24M | 0.00% | +29,500+128.7% | Added |
| Penserra Capital Management LLC | 48,837 | $2.09M | 0.04% | +48,837 | New |
| Advisor Group Holdings, Inc. | 46,713 | $2.00M | 0.00% | +42,393+981.3% | Added |
| Susquehanna International Group, LLP | 43,473 | $1.86M | 0.00% | +19,275+79.7% | Added |
| Calamos Advisors LLC | 43,230 | $1.85M | 0.01% | +4,322+11.1% | Added |
| Stephens Inc | 38,841 | $1.66M | 0.03% | +38,841 | New |
| Northern Trust Corp | 37,004 | $1.58M | 0.00% | +5,935+19.1% | Added |
| New York State Common Retirement Fund | 36,988 | $1.58M | 0.00% | −10,909−22.8% | Reduced |
| 1492 Capital Management LLC | 36,426 | $1.56M | 0.91% | −32,344−47.0% | Reduced |
| Morgan Stanley | 36,153 | $1.55M | 0.00% | +18,143+100.7% | Added |
| Essex Investment Management Co LLC | 34,001 | $1.46M | 0.20% | +23,601+226.9% | Added |
| Raymond James Trust N.A. | 33,200 | $1.42M | 0.04% | +13,700+70.3% | Added |
| Swiss National Bank | 32,800 | $1.40M | 0.00% | +800+2.5% | Added |
| Baird Financial Group, Inc. | 31,625 | $1.35M | 0.00% | +31,625 | New |
| Wells Fargo & Company | 30,602 | $1.31M | 0.00% | +10,825+54.7% | Added |
| Legato Capital Management LLC | 30,403 | $1.30M | 0.18% | −9,036−22.9% | Reduced |
| Blair William & Co | 28,030 | $1.20M | 0.00% | −290−1.0% | Reduced |
| Jump Financial, LLC | 27,800 | $1.19M | 0.04% | +27,800 | New |
| Raymond James Financial Services Advisors, Inc. | 27,313 | $1.17M | 0.00% | +27,313 | New |
| Dakota Wealth Management | 26,182 | $1.12M | 0.05% | +26,182 | New |
| AlphaCentric Advisors LLC | 25,000 | $1.07M | 0.59% | +25,000 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,316 | $869.7K | 0.00% | +20,316 | New |
| Cetera Advisor Networks LLC | 19,040 | $815.1K | 0.01% | +19,040 | New |
| Hunter Associates Investment Management LLC | 18,076 | $774.0K | 0.15% | +18,076 | New |
| D. E. Shaw & Co., Inc. | 16,589 | $710.2K | 0.00% | +16,589 | New |
| LPL Financial LLC | 15,053 | $644.4K | 0.00% | +4,976+49.4% | Added |
| Citigroup Inc | 14,997 | $642.0K | 0.00% | +10,264+216.9% | Added |
| State of Wisconsin Investment Board | 14,589 | $624.6K | 0.00% | +14,589 | New |
| Credit Suisse AG | 14,537 | $622.3K | 0.00% | +3,583+32.7% | Added |
| Quent Capital, LLC | 14,300 | $612.2K | 0.10% | −1,200−7.7% | Reduced |
| Sculptor Capital LP | 14,100 | $603.6K | 0.02% | +14,100 | New |
| California State Teachers Retirement System | 13,242 | $566.9K | 0.00% | +205+1.6% | Added |
| Dimensional Fund Advisors LP | 12,863 | $550.7K | 0.00% | +12,863 | New |
| Hodges Capital Management Inc. | 0 | $522.0K | 0.03% | 0 | New |
| Dark Forest Capital Management LP | 11,991 | $513.3K | 0.05% | +11,991 | New |
| CoreCap Advisors, LLC | 10,850 | $464.5K | 0.03% | +10,850 | New |
| Amundi | 10,448 | $455.3K | 0.00% | +10,448 | New |
| Creative Planning | 10,500 | $449.5K | 0.00% | +10,500 | New |
| HighTower Advisors, LLC | 10,013 | $428.0K | 0.00% | +95+1.0% | Added |
| JPMorgan Chase & Co | 9,807 | $419.8K | 0.00% | +8,295+548.6% | Added |
| Commonwealth Equity Services, LLC | 9,523 | $408.0K | 0.00% | +9,523 | New |
| Royce & Associates LP | 9,500 | $406.7K | 0.00% | −32,000−77.1% | Reduced |
| MML Investors Services, LLC | 8,552 | $366.0K | 0.00% | +8,552 | New |
| Janus Henderson Group PLC | 8,176 | $350.3K | 0.00% | +8,176 | New |
| Spouting Rock Asset Management, LLC | 7,616 | $326.0K | 0.12% | +7,616 | New |
| Avantax Advisory Services, Inc. | 7,517 | $321.8K | 0.00% | +7,517 | New |
| Virtu Financial LLC | 7,438 | $318.0K | 0.02% | +7,438 | New |
| Captrust Financial Advisors | 7,406 | $317.0K | 0.00% | +7,406 | New |
| Two Sigma Investments, LP | 7,400 | $316.8K | 0.00% | +7,400 | New |
| Charles Schwab Investment Management Inc | 6,367 | $272.6K | 0.00% | +6,367 | New |
| Pathstone Family Office, LLC | 6,000 | $256.9K | 0.00% | +6,000 | New |
| Goldman Sachs Group Inc | 5,746 | $246.0K | 0.00% | −16,085−73.7% | Reduced |
| Levin Capital Strategies, L.P. | 5,500 | $235.5K | 0.03% | +5,500 | New |
| Cim, LLC | 5,500 | $235.5K | 0.04% | +5,500 | New |
| Stonegate Investment Group, LLC | 5,200 | $222.6K | 0.01% | +5,200 | New |
| Wolverine Trading, LLC | 5,306 | $219.9K | 0.00% | +5,306 | New |
| Thompson Davis & Co., Inc. | 5,050 | $216.2K | 0.24% | +5,050 | New |
| Segall Bryant & Hamill, LLC | 5,000 | $214.1K | 0.00% | +5,000 | New |
| Willis Johnson & Associates, Inc. | 5,000 | $214.1K | 0.02% | +5,000 | New |
| Group One Trading, L.P. | 4,781 | $204.7K | 0.01% | −2,751−36.5% | Reduced |
| Armstrong Advisory Group, Inc | 4,647 | $198.9K | 0.02% | −1,125−19.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,475 | $191.6K | 0.00% | +4,475 | New |