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 |
|---|---|---|---|---|---|
| Clean Yield Group | 20 | $856 | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 45 | $1.93K | 0.00% | +45 | New |
| NVWM, LLC | 50 | $2.14K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $2.14K | 0.00% | +50 | New |
| MCF Advisors LLC | 125 | $5.35K | 0.00% | −158−55.8% | Reduced |
| Ulland Investment Advisors, LLC | 190 | $8.00K | 0.01% | +190 | New |
| Retirement Group, LLC | 200 | $8.56K | 0.00% | +100+100.0% | Added |
| Trust Co of Vermont | 200 | $8.56K | 0.00% | +200 | New |
| Leonteq Securities AG | 200 | $8.56K | 0.00% | +200 | New |
| Tucker Asset Management LLC | 220 | $9.42K | 0.00% | +220 | New |
| Quarry LP | 223 | $9.55K | 0.01% | +223 | New |
| Rhumbline Advisers | 294 | $12.6K | 0.00% | +294 | New |
| First Personal Financial Services | 310 | $13.3K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 600 | $17.1K | 0.00% | +250+71.4% | Added |
| Citadel Advisors LLC | 435 | $18.6K | 0.00% | +435 | New |
| Arcadia Investment Management Corp | 481 | $20.6K | 0.00% | −2,042−80.9% | Reduced |
| TFC Financial Management | 562 | $24.1K | 0.01% | +180+47.1% | Added |
| Deutsche Bank AG | 901 | $38.6K | 0.00% | +901 | New |
| RFP Financial Group LLC | 954 | $40.8K | 0.02% | +301+46.1% | Added |
| West Branch Capital LLC | 1,000 | $42.8K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,232 | $52.7K | 0.00% | +232+23.2% | Added |
| Advisors Asset Management, Inc. | 1,373 | $58.8K | 0.00% | +604+78.5% | Added |
| Steward Partners Investment Advisory, LLC | 1,781 | $76.2K | 0.00% | +420+30.9% | Added |
| US Bancorp | 2,428 | $103.9K | 0.00% | +404+20.0% | Added |
| Barclays PLC | 2,710 | $116.0K | 0.00% | +2,706+67,650.0% | Added |
| Toronto Dominion Bank | 3,000 | $128.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 3,000 | $128.4K | 0.09% | −23,250−88.6% | Reduced |
| Tower Research Capital LLC (TRC) | 3,526 | $150.9K | 0.01% | +3,275+1,304.8% | Added |
| SG Americas Securities, LLC | 3,884 | $166.0K | 0.00% | +3,884 | New |
| Natixis | 4,500 | $190.0K | 0.00% | +4,500 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,475 | $191.6K | 0.00% | +4,475 | New |
| Armstrong Advisory Group, Inc | 4,647 | $198.9K | 0.02% | −1,125−19.5% | Reduced |
| Group One Trading, L.P. | 4,781 | $204.7K | 0.01% | −2,751−36.5% | Reduced |
| 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 |
| Thompson Davis & Co., Inc. | 5,050 | $216.2K | 0.24% | +5,050 | New |
| Wolverine Trading, LLC | 5,306 | $219.9K | 0.00% | +5,306 | New |
| Stonegate Investment Group, LLC | 5,200 | $222.6K | 0.01% | +5,200 | New |
| 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 |
| Goldman Sachs Group Inc | 5,746 | $246.0K | 0.00% | −16,085−73.7% | Reduced |
| Pathstone Family Office, LLC | 6,000 | $256.9K | 0.00% | +6,000 | New |
| Charles Schwab Investment Management Inc | 6,367 | $272.6K | 0.00% | +6,367 | New |
| Two Sigma Investments, LP | 7,400 | $316.8K | 0.00% | +7,400 | New |
| Captrust Financial Advisors | 7,406 | $317.0K | 0.00% | +7,406 | New |
| Virtu Financial LLC | 7,438 | $318.0K | 0.02% | +7,438 | New |
| Avantax Advisory Services, Inc. | 7,517 | $321.8K | 0.00% | +7,517 | New |
| Spouting Rock Asset Management, LLC | 7,616 | $326.0K | 0.12% | +7,616 | New |
| Janus Henderson Group PLC | 8,176 | $350.3K | 0.00% | +8,176 | New |
| MML Investors Services, LLC | 8,552 | $366.0K | 0.00% | +8,552 | New |
| Royce & Associates LP | 9,500 | $406.7K | 0.00% | −32,000−77.1% | Reduced |
| Commonwealth Equity Services, LLC | 9,523 | $408.0K | 0.00% | +9,523 | New |
| JPMorgan Chase & Co | 9,807 | $419.8K | 0.00% | +8,295+548.6% | Added |
| HighTower Advisors, LLC | 10,013 | $428.0K | 0.00% | +95+1.0% | Added |
| Creative Planning | 10,500 | $449.5K | 0.00% | +10,500 | New |
| Amundi | 10,448 | $455.3K | 0.00% | +10,448 | New |
| CoreCap Advisors, LLC | 10,850 | $464.5K | 0.03% | +10,850 | New |
| Dark Forest Capital Management LP | 11,991 | $513.3K | 0.05% | +11,991 | New |
| Hodges Capital Management Inc. | 0 | $522.0K | 0.03% | 0 | New |
| Dimensional Fund Advisors LP | 12,863 | $550.7K | 0.00% | +12,863 | New |
| California State Teachers Retirement System | 13,242 | $566.9K | 0.00% | +205+1.6% | Added |
| Sculptor Capital LP | 14,100 | $603.6K | 0.02% | +14,100 | New |
| Quent Capital, LLC | 14,300 | $612.2K | 0.10% | −1,200−7.7% | Reduced |
| Credit Suisse AG | 14,537 | $622.3K | 0.00% | +3,583+32.7% | Added |
| State of Wisconsin Investment Board | 14,589 | $624.6K | 0.00% | +14,589 | New |
| Citigroup Inc | 14,997 | $642.0K | 0.00% | +10,264+216.9% | Added |
| LPL Financial LLC | 15,053 | $644.4K | 0.00% | +4,976+49.4% | Added |
| D. E. Shaw & Co., Inc. | 16,589 | $710.2K | 0.00% | +16,589 | New |
| Hunter Associates Investment Management LLC | 18,076 | $774.0K | 0.15% | +18,076 | New |
| Cetera Advisor Networks LLC | 19,040 | $815.1K | 0.01% | +19,040 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,316 | $869.7K | 0.00% | +20,316 | New |
| AlphaCentric Advisors LLC | 25,000 | $1.07M | 0.59% | +25,000 | New |
| Dakota Wealth Management | 26,182 | $1.12M | 0.05% | +26,182 | New |
| Raymond James Financial Services Advisors, Inc. | 27,313 | $1.17M | 0.00% | +27,313 | New |
| Jump Financial, LLC | 27,800 | $1.19M | 0.04% | +27,800 | New |
| Blair William & Co | 28,030 | $1.20M | 0.00% | −290−1.0% | Reduced |
| Legato Capital Management LLC | 30,403 | $1.30M | 0.18% | −9,036−22.9% | Reduced |
| Wells Fargo & Company | 30,602 | $1.31M | 0.00% | +10,825+54.7% | Added |
| Baird Financial Group, Inc. | 31,625 | $1.35M | 0.00% | +31,625 | New |
| Swiss National Bank | 32,800 | $1.40M | 0.00% | +800+2.5% | Added |
| Raymond James Trust N.A. | 33,200 | $1.42M | 0.04% | +13,700+70.3% | Added |
| Essex Investment Management Co LLC | 34,001 | $1.46M | 0.20% | +23,601+226.9% | Added |
| Morgan Stanley | 36,153 | $1.55M | 0.00% | +18,143+100.7% | Added |
| 1492 Capital Management LLC | 36,426 | $1.56M | 0.91% | −32,344−47.0% | Reduced |
| New York State Common Retirement Fund | 36,988 | $1.58M | 0.00% | −10,909−22.8% | Reduced |
| Northern Trust Corp | 37,004 | $1.58M | 0.00% | +5,935+19.1% | Added |
| Stephens Inc | 38,841 | $1.66M | 0.03% | +38,841 | New |
| Calamos Advisors LLC | 43,230 | $1.85M | 0.01% | +4,322+11.1% | Added |
| Susquehanna International Group, LLP | 43,473 | $1.86M | 0.00% | +19,275+79.7% | Added |
| Advisor Group Holdings, Inc. | 46,713 | $2.00M | 0.00% | +42,393+981.3% | Added |
| Penserra Capital Management LLC | 48,837 | $2.09M | 0.04% | +48,837 | New |
| Bank of New York Mellon Corp | 52,425 | $2.24M | 0.00% | +29,500+128.7% | Added |
| Squarepoint Ops LLC | 54,115 | $2.32M | 0.01% | +54,115 | New |
| Tanaka Capital Management Inc | 56,830 | $2.43M | 6.58% | −13,170−18.8% | Reduced |
| Bourne Lent Asset Management Inc | 57,210 | $2.45M | 0.85% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 63,240 | $2.71M | 1.32% | +63,240 | New |
| Russell Investments Group, Ltd. | 65,220 | $2.79M | 0.01% | −3,908−5.7% | Reduced |
| Royal Bank of Canada | 66,243 | $2.83M | 0.00% | +43,776+194.8% | Added |
| Jane Street Group, LLC | 69,009 | $2.95M | 0.00% | +12,496+22.1% | Added |
| Hussman Strategic Advisors, Inc. | 78,000 | $3.34M | 0.61% | +78,000 | New |