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, Q3 2023
Institutional positions in Symbotic Inc. as of Sep 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
- 152
- +22 vs. Q2 2023
- Shares held
- 61.4M
- +18.4M (+42.7%) vs. Q2 2023
- Total value
- $2.05B
- +$210.6M (+11.4%) vs. Q2 2023
- New holders
- 45
- 59 more added
- Sold out
- 23
- 31 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Softbank Group Corp | 39,825,312 | $1.33B | 14.67% | +17,825,312+81.0% | Added |
| SVF Sponsor III (DE) LLC | 9,090,000 | $303.9M | 100.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,040,335 | $68.2M | 0.00% | −60,679−2.9% | Reduced |
| Voloridge Investment Management, LLC | 741,401 | $24.8M | 0.12% | +465,945+169.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 689,232 | $23.0M | 0.05% | −25,665−3.6% | Reduced |
| FMR LLC | 586,162 | $19.6M | 0.00% | −7,136−1.2% | Reduced |
| Raymond James & Associates | 502,488 | $16.8M | 0.01% | +82,116+19.5% | Added |
| Two Sigma Investments, LP | 370,105 | $12.4M | 0.03% | +362,705+4,901.4% | Added |
| 1832 Asset Management L.P. | 364,500 | $12.2M | 0.03% | +249,300+216.4% | Added |
| Price T Rowe Associates Inc | 360,968 | $12.1M | 0.00% | +2,268+0.6% | Added |
| Exchange Traded Concepts, LLC | 354,619 | $11.9M | 0.34% | −204,063−36.5% | Reduced |
| First Trust Advisors LP | 354,409 | $11.8M | 0.01% | −298,586−45.7% | Reduced |
| TCW Group Inc | 344,131 | $11.5M | 0.14% | +28,504+9.0% | Added |
| Nicholas Investment Partners, LP | 293,016 | $9.80M | 0.73% | −32,305−9.9% | Reduced |
| BlackRock Inc. | 282,845 | $9.46M | 0.00% | +4,686+1.7% | Added |
| Driehaus Capital Management LLC | 277,057 | $9.26M | 0.12% | +8,809+3.3% | Added |
| S Squared Technology, LLC | 260,000 | $8.69M | 4.69% | +40,000+18.2% | Added |
| Legal & General Group Plc | 257,144 | $8.60M | 0.00% | −156,747−37.9% | Reduced |
| Geode Capital Management, LLC | 219,837 | $7.35M | 0.00% | +23,738+12.1% | Added |
| Frontier Capital Management Co LLC | 214,933 | $7.19M | 0.08% | +49,512+29.9% | Added |
| Morgan Stanley | 207,310 | $6.93M | 0.00% | +171,157+473.4% | Added |
| Millennium Management LLC | 189,864 | $6.35M | 0.01% | −71,768−27.4% | Reduced |
| State Street Corp | 182,400 | $6.10M | 0.00% | +9,575+5.5% | Added |
| Hodges Capital Management Inc. | 171,692 | $5.74M | 0.68% | +171,692 | Added |
| Advisory Research Inc | 137,360 | $4.59M | 0.64% | −2,853−2.0% | Reduced |
| Cubist Systematic Strategies, LLC | 128,989 | $4.31M | 0.05% | +128,989 | New |
| First Dallas Securities Inc. | 113,192 | $3.78M | 0.87% | +113,192 | New |
| UBS Group AG | 110,951 | $3.71M | 0.00% | +14,170+14.6% | Added |
| LPL Financial LLC | 102,059 | $3.41M | 0.00% | +87,006+578.0% | Added |
| Jump Financial, LLC | 97,360 | $3.25M | 0.12% | +69,560+250.2% | Added |
| Adage Capital Partners GP, L.L.C. | 94,150 | $3.15M | 0.01% | +94,150 | New |
| Pinebridge Investments, L.P. | 93,944 | $3.14M | 0.03% | −31,773−25.3% | Reduced |
| Charles Schwab Investment Management Inc | 86,628 | $2.90M | 0.00% | +80,261+1,260.6% | Added |
| Hussman Strategic Advisors, Inc. | 84,000 | $2.81M | 0.54% | +6,000+7.7% | Added |
| Two Sigma Advisers, LP | 83,200 | $2.78M | 0.01% | +83,200 | New |
| Jane Street Group, LLC | 78,150 | $2.61M | 0.00% | +9,141+13.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 75,527 | $2.52M | 0.00% | +48,214+176.5% | Added |
| Royal Bank of Canada | 68,978 | $2.31M | 0.00% | +2,735+4.1% | Added |
| Russell Investments Group, Ltd. | 64,419 | $2.15M | 0.00% | −801−1.2% | Reduced |
| Taylor Frigon Capital Management LLC | 63,576 | $2.13M | 1.18% | +336+0.5% | Added |
| Wells Fargo & Company | 63,459 | $2.12M | 0.00% | +32,857+107.4% | Added |
| Essex Investment Management Co LLC | 62,034 | $2.07M | 0.34% | +28,033+82.4% | Added |
| Baird Financial Group, Inc. | 62,023 | $2.07M | 0.01% | +30,398+96.1% | Added |
| Bank of New York Mellon Corp | 60,466 | $2.02M | 0.00% | +8,041+15.3% | Added |
| Telemark Asset Management, LLC | 60,000 | $2.01M | 0.30% | −65,000−52.0% | Reduced |
| Bourne Lent Asset Management Inc | 57,660 | $1.93M | 0.85% | +450+0.8% | Added |
| Tanaka Capital Management Inc | 56,830 | $1.90M | 5.43% | 00.0% | Unchanged |
| Citadel Advisors LLC | 48,874 | $1.63M | 0.00% | +48,439+11,135.4% | Added |
| Simplex Trading, LLC | 47,316 | $1.58M | 0.06% | +47,316 | New |
| Cutler Group LP | 46,803 | $1.56M | 0.25% | +46,803 | New |
| Goldman Sachs Group Inc | 44,204 | $1.48M | 0.00% | +38,458+669.3% | Added |
| Balyasny Asset Management LLC | 41,278 | $1.38M | 0.00% | +41,278 | New |
| Northern Trust Corp | 39,390 | $1.32M | 0.00% | +2,386+6.4% | Added |
| Calamos Advisors LLC | 38,288 | $1.28M | 0.01% | −4,942−11.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 38,000 | $1.27M | 0.35% | +38,000 | New |
| Dakota Wealth Management | 37,549 | $1.26M | 0.06% | +11,367+43.4% | Added |
| 1492 Capital Management LLC | 36,443 | $1.22M | 0.78% | +170.0% | Added |
| Walleye Capital LLC | 34,811 | $1.16M | 0.02% | +34,811 | New |
| Raymond James Trust N.A. | 33,875 | $1.13M | 0.03% | +675+2.0% | Added |
| Swiss National Bank | 33,800 | $1.13M | 0.00% | +1,000+3.0% | Added |
| Quantbot Technologies LP | 32,944 | $1.10M | 0.07% | +32,944 | New |
| New York State Common Retirement Fund | 31,483 | $1.05M | 0.00% | −5,505−14.9% | Reduced |
| D. E. Shaw & Co., Inc. | 31,173 | $1.04M | 0.00% | +14,584+87.9% | Added |
| Group One Trading, L.P. | 28,661 | $958.1K | 0.04% | +23,880+499.5% | Added |
| Legato Capital Management LLC | 25,884 | $865.3K | 0.13% | −4,519−14.9% | Reduced |
| AlphaCentric Advisors LLC | 25,000 | $835.8K | 0.47% | 00.0% | Unchanged |
| Victory Capital Management Inc | 23,990 | $802.0K | 0.00% | +23,990 | New |
| Hunter Associates Investment Management LLC | 23,468 | $778.0K | 0.16% | +5,392+29.8% | Added |
| Captrust Financial Advisors | 22,390 | $748.5K | 0.00% | +14,984+202.3% | Added |
| Dimensional Fund Advisors LP | 21,303 | $712.2K | 0.00% | +8,440+65.6% | Added |
| G2 Investment Partners Management LLC | 20,400 | $682.0K | 0.17% | +20,400 | New |
| Bank of America Corp | 19,717 | $659.1K | 0.00% | −99,529−83.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 19,703 | $658.7K | 0.00% | −613−3.0% | Reduced |
| Dark Forest Capital Management LP | 18,210 | $608.8K | 0.05% | +6,219+51.9% | Added |
| Advisor Group Holdings, Inc. | 18,035 | $602.9K | 0.00% | −28,678−61.4% | Reduced |
| Amundi | 14,919 | $585.4K | 0.00% | +4,471+42.8% | Added |
| Aigen Investment Management, LP | 16,307 | $545.1K | 0.10% | +16,307 | New |
| Commonwealth Equity Services, LLC | 16,266 | $544.0K | 0.00% | +6,743+70.8% | Added |
| Lattice Capital Management, LLC | 15,500 | $518.2K | 0.63% | +15,500 | New |
| New World Advisors LLC | 15,000 | $501.4K | 0.17% | +15,000 | New |
| Credit Suisse AG | 14,626 | $488.9K | 0.00% | +89+0.6% | Added |
| Quent Capital, LLC | 14,300 | $478.0K | 0.07% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 14,200 | $474.7K | 0.00% | −389−2.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,022 | $468.8K | 0.00% | +14,022 | New |
| Capital Fund Management S.A. | 13,900 | $464.7K | 0.01% | +13,900 | New |
| California State Teachers Retirement System | 13,641 | $456.0K | 0.00% | +399+3.0% | Added |
| Citigroup Inc | 11,916 | $398.4K | 0.00% | −3,081−20.5% | Reduced |
| Squarepoint Ops LLC | 11,225 | $375.3K | 0.00% | −42,890−79.3% | Reduced |
| The PNC Financial Services Group, Inc. | 10,832 | $362.1K | 0.00% | +9,600+779.2% | Added |
| Natixis Advisors, L.P. | 10,527 | $352.0K | 0.00% | +10,527 | New |
| Gsa Capital Partners LLP | 10,500 | $351.0K | 0.03% | +10,500 | New |
| Wolverine Trading, LLC | 10,469 | $350.0K | 0.00% | +5,163+97.3% | Added |
| Pinnacle Associates Ltd | 10,225 | $341.8K | 0.01% | +10,225 | New |
| Omers Administration Corp | 9,800 | $327.6K | 0.00% | +9,800 | New |
| AQR Capital Management LLC | 9,625 | $321.8K | 0.00% | +9,625 | New |
| Royce & Associates LP | 9,500 | $317.6K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 9,460 | $316.0K | 0.00% | −553−5.5% | Reduced |
| JPMorgan Chase & Co | 9,366 | $313.1K | 0.00% | −441−4.5% | Reduced |
| Granahan Investment Management Inc | 9,011 | $301.2K | 0.01% | +9,011 | New |
| Janus Henderson Group PLC | 8,208 | $274.6K | 0.00% | +32+0.4% | Added |