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.
Q3 2023 vs. Q2 2023
How the institutions holding Symbotic Inc. changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 130 | 152 | +22 |
| Shares | 43.0M | 61.4M | +18.4M (+42.7%) |
| Value | $1.84B | $2.05B | +$210.6M (+11.4%) |
New holders (45)
Institutions that held Symbotic Inc. at the end of Q3 2023 but not at the end of Q2 2023.
Sold out (23)
Institutions that held Symbotic Inc. at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Navis Wealth Advisors, LLC | 913,554 | $39.1M |
| Renaissance Technologies LLC | 122,262 | $5.23M |
| Invesco Ltd. | 106,067 | $4.54M |
| Penserra Capital Management LLC | 48,837 | $2.09M |
| Susquehanna International Group, LLP | 43,473 | $1.86M |
| Stephens Inc | 38,841 | $1.66M |
| Blair William & Co | 28,030 | $1.20M |
| Sculptor Capital LP | 14,100 | $603.6K |
| Creative Planning | 10,500 | $449.5K |
| Virtu Financial LLC | 7,438 | $318.0K |
| Levin Capital Strategies, L.P. | 5,500 | $235.5K |
| Cim, LLC | 5,500 | $235.5K |
| Stonegate Investment Group, LLC | 5,200 | $222.6K |
| Thompson Davis & Co., Inc. | 5,050 | $216.2K |
| Segall Bryant & Hamill, LLC | 5,000 | $214.1K |
| Willis Johnson & Associates, Inc. | 5,000 | $214.1K |
| SG Americas Securities, LLC | 3,884 | $166.0K |
| West Branch Capital LLC | 1,000 | $42.8K |
| Deutsche Bank AG | 901 | $38.6K |
| Arcadia Investment Management Corp | 481 | $20.6K |
| Quarry LP | 223 | $9.55K |
| Tucker Asset Management LLC | 220 | $9.42K |
| MCF Advisors LLC | 125 | $5.35K |