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.
Q2 2023 vs. Q1 2023
How the institutions holding Symbotic Inc. changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 80 | 1 | 130 | +51 |
| Shares | 39.8M | 3.81K | 43.0M | +3.21M (+8.1%) |
| Value | $909.6M | $87.0K | $1.84B | +$933.2M (+102.6%) |
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (59)
Institutions that held Symbotic Inc. at the end of Q2 2023 but not at the end of Q1 2023.
Sold out (8)
Institutions that held Symbotic Inc. at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Victory Capital Management Inc | 72,675 | $1.66M |
| Skylands Capital, LLC | 32,000 | $730.9K |
| Occudo Quantitative Strategies LP | 13,397 | $306.0K |
| HTG Investment Advisors, Inc. | 10,000 | $228.4K |
| Crossmark Global Holdings, Inc. | 9,902 | $226.0K |
| Simplex Trading, LLC | 9,690 | $221.0K |
| Ameritas Advisory Services, LLC | 200 | $4.57K |
| Belpointe Asset Management LLC | 167 | $3.81K |
Not filed for Q2 2023 yet (1)
Institutions that held Symbotic Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 3,806 | $87.0K |