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 |
|---|---|---|---|---|---|
| Antonetti Capital Management LLC | 15 | $502 | 0.00% | +15 | New |
| Headlands Technologies LLC | 16 | $535 | 0.00% | +16 | New |
| Global Financial Private Client, LLC | 20 | $690 | 0.00% | +20 | New |
| Clean Yield Group | 20 | $837 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $1.67K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 50 | $1.67K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 59 | $1.97K | 0.00% | +14+31.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 145 | $4.85K | 0.00% | +145 | New |
| Crewe Advisors LLC | 150 | $5.01K | 0.00% | +150 | New |
| Castleview Partners, LLC | 150 | $5.01K | 0.00% | +150 | New |
| Trust Co of Vermont | 200 | $6.69K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 200 | $6.69K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 200 | $6.69K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 294 | $9.83K | 0.00% | 00.0% | Unchanged |
| Natixis | 300 | $10.2K | 0.00% | −4,200−93.3% | Reduced |
| First Personal Financial Services | 310 | $10.4K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 590 | $20.0K | 0.02% | +400+210.5% | Added |
| TFC Financial Management | 622 | $20.8K | 0.00% | +60+10.7% | Added |
| NBC Securities, Inc. | 638 | $21.0K | 0.00% | +638 | New |
| Farther Finance Advisors, LLC | 711 | $23.8K | 0.00% | +711 | New |
| Federation des caisses Desjardins du Quebec | 925 | $30.9K | 0.00% | +925 | New |
| RFP Financial Group LLC | 954 | $31.9K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,000 | $33.4K | 0.01% | +1,000 | New |
| National Bank of Canada | 1,000 | $34.5K | 0.00% | +400+66.7% | Added |
| Carolinas Wealth Consulting LLC | 1,207 | $41.1K | 0.01% | +1,207 | New |
| Comerica Bank | 1,350 | $45.1K | 0.00% | +1,350 | New |
| Point72 Asset Management, L.P. | 1,423 | $47.6K | 0.00% | +1,423 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,953 | $65.3K | 0.02% | +1,953 | New |
| Advisors Asset Management, Inc. | 2,232 | $74.6K | 0.00% | +859+62.6% | Added |
| Armstrong Advisory Group, Inc | 2,422 | $81.0K | 0.01% | −2,225−47.9% | Reduced |
| US Bancorp | 2,496 | $83.4K | 0.00% | +68+2.8% | Added |
| BluePath Capital Management, LLC | 2,800 | $93.6K | 0.09% | +2,800 | New |
| Toronto Dominion Bank | 3,000 | $100.3K | 0.00% | 00.0% | Unchanged |
| Ossiam | 3,133 | $104.7K | 0.00% | +3,133 | New |
| Belvedere Trading LLC | 3,642 | $121.8K | 0.02% | +3,642 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,475 | $149.6K | 0.00% | 00.0% | Unchanged |
| Next Century Growth Investors LLC | 5,267 | $176.1K | 0.02% | −97,112−94.9% | Reduced |
| Register Financial Advisors LLC | 5,370 | $179.5K | 0.13% | +2,370+79.0% | Added |
| Steward Partners Investment Advisory, LLC | 5,724 | $191.4K | 0.00% | +3,943+221.4% | Added |
| Pathstone Family Office, LLC | 6,000 | $200.6K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 6,100 | $203.9K | 0.00% | +6,100 | New |
| MML Investors Services, LLC | 6,175 | $206.0K | 0.00% | −2,377−27.8% | Reduced |
| Elite Wealth Management, Inc. | 6,286 | $210.1K | 0.07% | +6,286 | New |
| Avantax Advisory Services, Inc. | 6,617 | $221.2K | 0.00% | −900−12.0% | Reduced |
| Cetera Advisor Networks LLC | 7,200 | $240.7K | 0.00% | −11,840−62.2% | Reduced |
| Verition Fund Management LLC | 7,237 | $241.9K | 0.00% | +7,237 | New |
| Schroder Investment Management Group | 7,369 | $246.3K | 0.00% | +7,369 | New |
| Spouting Rock Asset Management, LLC | 7,531 | $251.8K | 0.08% | −85−1.1% | Reduced |
| UBS Asset Management Americas Inc | 7,600 | $254.1K | 0.00% | +7,600 | New |
| Tower Research Capital LLC (TRC) | 7,902 | $264.2K | 0.01% | +4,376+124.1% | Added |
| Barclays PLC | 8,008 | $267.7K | 0.00% | +5,298+195.5% | Added |
| CoreCap Advisors, LLC | 8,010 | $267.8K | 0.02% | −2,840−26.2% | Reduced |
| Janus Henderson Group PLC | 8,208 | $274.6K | 0.00% | +32+0.4% | Added |
| Granahan Investment Management Inc | 9,011 | $301.2K | 0.01% | +9,011 | New |
| JPMorgan Chase & Co | 9,366 | $313.1K | 0.00% | −441−4.5% | Reduced |
| HighTower Advisors, LLC | 9,460 | $316.0K | 0.00% | −553−5.5% | Reduced |
| Royce & Associates LP | 9,500 | $317.6K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 9,625 | $321.8K | 0.00% | +9,625 | New |
| Omers Administration Corp | 9,800 | $327.6K | 0.00% | +9,800 | New |
| Pinnacle Associates Ltd | 10,225 | $341.8K | 0.01% | +10,225 | New |
| Wolverine Trading, LLC | 10,469 | $350.0K | 0.00% | +5,163+97.3% | Added |
| Gsa Capital Partners LLP | 10,500 | $351.0K | 0.03% | +10,500 | New |
| Natixis Advisors, L.P. | 10,527 | $352.0K | 0.00% | +10,527 | New |
| The PNC Financial Services Group, Inc. | 10,832 | $362.1K | 0.00% | +9,600+779.2% | Added |
| Squarepoint Ops LLC | 11,225 | $375.3K | 0.00% | −42,890−79.3% | Reduced |
| Citigroup Inc | 11,916 | $398.4K | 0.00% | −3,081−20.5% | Reduced |
| California State Teachers Retirement System | 13,641 | $456.0K | 0.00% | +399+3.0% | Added |
| Capital Fund Management S.A. | 13,900 | $464.7K | 0.01% | +13,900 | New |
| Wealth Enhancement Advisory Services, LLC | 14,022 | $468.8K | 0.00% | +14,022 | New |
| State of Wisconsin Investment Board | 14,200 | $474.7K | 0.00% | −389−2.7% | Reduced |
| Quent Capital, LLC | 14,300 | $478.0K | 0.07% | 00.0% | Unchanged |
| Credit Suisse AG | 14,626 | $488.9K | 0.00% | +89+0.6% | Added |
| New World Advisors LLC | 15,000 | $501.4K | 0.17% | +15,000 | New |
| Lattice Capital Management, LLC | 15,500 | $518.2K | 0.63% | +15,500 | New |
| Commonwealth Equity Services, LLC | 16,266 | $544.0K | 0.00% | +6,743+70.8% | Added |
| Aigen Investment Management, LP | 16,307 | $545.1K | 0.10% | +16,307 | New |
| Amundi | 14,919 | $585.4K | 0.00% | +4,471+42.8% | Added |
| Advisor Group Holdings, Inc. | 18,035 | $602.9K | 0.00% | −28,678−61.4% | Reduced |
| Dark Forest Capital Management LP | 18,210 | $608.8K | 0.05% | +6,219+51.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 19,703 | $658.7K | 0.00% | −613−3.0% | Reduced |
| Bank of America Corp | 19,717 | $659.1K | 0.00% | −99,529−83.5% | Reduced |
| G2 Investment Partners Management LLC | 20,400 | $682.0K | 0.17% | +20,400 | New |
| Dimensional Fund Advisors LP | 21,303 | $712.2K | 0.00% | +8,440+65.6% | Added |
| Captrust Financial Advisors | 22,390 | $748.5K | 0.00% | +14,984+202.3% | Added |
| Hunter Associates Investment Management LLC | 23,468 | $778.0K | 0.16% | +5,392+29.8% | Added |
| Victory Capital Management Inc | 23,990 | $802.0K | 0.00% | +23,990 | New |
| AlphaCentric Advisors LLC | 25,000 | $835.8K | 0.47% | 00.0% | Unchanged |
| Legato Capital Management LLC | 25,884 | $865.3K | 0.13% | −4,519−14.9% | Reduced |
| Group One Trading, L.P. | 28,661 | $958.1K | 0.04% | +23,880+499.5% | Added |
| D. E. Shaw & Co., Inc. | 31,173 | $1.04M | 0.00% | +14,584+87.9% | Added |
| New York State Common Retirement Fund | 31,483 | $1.05M | 0.00% | −5,505−14.9% | Reduced |
| Quantbot Technologies LP | 32,944 | $1.10M | 0.07% | +32,944 | New |
| Swiss National Bank | 33,800 | $1.13M | 0.00% | +1,000+3.0% | Added |
| Raymond James Trust N.A. | 33,875 | $1.13M | 0.03% | +675+2.0% | Added |
| Walleye Capital LLC | 34,811 | $1.16M | 0.02% | +34,811 | New |
| 1492 Capital Management LLC | 36,443 | $1.22M | 0.78% | +170.0% | Added |
| Dakota Wealth Management | 37,549 | $1.26M | 0.06% | +11,367+43.4% | Added |
| Legacy Capital Wealth Partners, LLC | 38,000 | $1.27M | 0.35% | +38,000 | New |
| Calamos Advisors LLC | 38,288 | $1.28M | 0.01% | −4,942−11.4% | Reduced |
| Northern Trust Corp | 39,390 | $1.32M | 0.00% | +2,386+6.4% | Added |