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 |
|---|---|---|---|---|---|
| Natixis | 4,500 | $190.0K | 0.00% | +4,500 | New |
| SG Americas Securities, LLC | 3,884 | $166.0K | 0.00% | +3,884 | New |
| Tower Research Capital LLC (TRC) | 3,526 | $150.9K | 0.01% | +3,275+1,304.8% | Added |
| Register Financial Advisors LLC | 3,000 | $128.4K | 0.09% | −23,250−88.6% | Reduced |
| Toronto Dominion Bank | 3,000 | $128.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,710 | $116.0K | 0.00% | +2,706+67,650.0% | Added |
| US Bancorp | 2,428 | $103.9K | 0.00% | +404+20.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,781 | $76.2K | 0.00% | +420+30.9% | Added |
| Advisors Asset Management, Inc. | 1,373 | $58.8K | 0.00% | +604+78.5% | Added |
| The PNC Financial Services Group, Inc. | 1,232 | $52.7K | 0.00% | +232+23.2% | Added |
| West Branch Capital LLC | 1,000 | $42.8K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 954 | $40.8K | 0.02% | +301+46.1% | Added |
| Deutsche Bank AG | 901 | $38.6K | 0.00% | +901 | New |
| TFC Financial Management | 562 | $24.1K | 0.01% | +180+47.1% | Added |
| Arcadia Investment Management Corp | 481 | $20.6K | 0.00% | −2,042−80.9% | Reduced |
| Citadel Advisors LLC | 435 | $18.6K | 0.00% | +435 | New |
| National Bank of Canada | 600 | $17.1K | 0.00% | +250+71.4% | Added |
| First Personal Financial Services | 310 | $13.3K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 294 | $12.6K | 0.00% | +294 | New |
| Quarry LP | 223 | $9.55K | 0.01% | +223 | New |
| Tucker Asset Management LLC | 220 | $9.42K | 0.00% | +220 | 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 |
| Ulland Investment Advisors, LLC | 190 | $8.00K | 0.01% | +190 | New |
| MCF Advisors LLC | 125 | $5.35K | 0.00% | −158−55.8% | Reduced |
| NVWM, LLC | 50 | $2.14K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $2.14K | 0.00% | +50 | New |
| Pacer Advisors, Inc. | 45 | $1.93K | 0.00% | +45 | New |
| Clean Yield Group | 20 | $856 | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −72,675−100.0% | Sold out |
| Skylands Capital, LLC | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,397−100.0% | Sold out |
| HTG Investment Advisors, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −9,902−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −9,690−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |