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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 41,278 | $1.38M | 0.00% | +41,278 | New |
| Goldman Sachs Group Inc | 44,204 | $1.48M | 0.00% | +38,458+669.3% | Added |
| Cutler Group LP | 46,803 | $1.56M | 0.25% | +46,803 | New |
| Simplex Trading, LLC | 47,316 | $1.58M | 0.06% | +47,316 | New |
| Citadel Advisors LLC | 48,874 | $1.63M | 0.00% | +48,439+11,135.4% | Added |
| Tanaka Capital Management Inc | 56,830 | $1.90M | 5.43% | 00.0% | Unchanged |
| Bourne Lent Asset Management Inc | 57,660 | $1.93M | 0.85% | +450+0.8% | Added |
| Telemark Asset Management, LLC | 60,000 | $2.01M | 0.30% | −65,000−52.0% | Reduced |
| Bank of New York Mellon Corp | 60,466 | $2.02M | 0.00% | +8,041+15.3% | Added |
| Baird Financial Group, Inc. | 62,023 | $2.07M | 0.01% | +30,398+96.1% | Added |
| Essex Investment Management Co LLC | 62,034 | $2.07M | 0.34% | +28,033+82.4% | Added |
| Wells Fargo & Company | 63,459 | $2.12M | 0.00% | +32,857+107.4% | Added |
| Taylor Frigon Capital Management LLC | 63,576 | $2.13M | 1.18% | +336+0.5% | Added |
| Russell Investments Group, Ltd. | 64,419 | $2.15M | 0.00% | −801−1.2% | Reduced |
| Royal Bank of Canada | 68,978 | $2.31M | 0.00% | +2,735+4.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 75,527 | $2.52M | 0.00% | +48,214+176.5% | Added |
| Jane Street Group, LLC | 78,150 | $2.61M | 0.00% | +9,141+13.2% | Added |
| Two Sigma Advisers, LP | 83,200 | $2.78M | 0.01% | +83,200 | New |
| Hussman Strategic Advisors, Inc. | 84,000 | $2.81M | 0.54% | +6,000+7.7% | Added |
| Charles Schwab Investment Management Inc | 86,628 | $2.90M | 0.00% | +80,261+1,260.6% | Added |
| Pinebridge Investments, L.P. | 93,944 | $3.14M | 0.03% | −31,773−25.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 94,150 | $3.15M | 0.01% | +94,150 | New |
| Jump Financial, LLC | 97,360 | $3.25M | 0.12% | +69,560+250.2% | Added |
| LPL Financial LLC | 102,059 | $3.41M | 0.00% | +87,006+578.0% | Added |
| UBS Group AG | 110,951 | $3.71M | 0.00% | +14,170+14.6% | Added |
| First Dallas Securities Inc. | 113,192 | $3.78M | 0.87% | +113,192 | New |
| Cubist Systematic Strategies, LLC | 128,989 | $4.31M | 0.05% | +128,989 | New |
| Advisory Research Inc | 137,360 | $4.59M | 0.64% | −2,853−2.0% | Reduced |
| Hodges Capital Management Inc. | 171,692 | $5.74M | 0.68% | +171,692 | Added |
| State Street Corp | 182,400 | $6.10M | 0.00% | +9,575+5.5% | Added |
| Millennium Management LLC | 189,864 | $6.35M | 0.01% | −71,768−27.4% | Reduced |
| Morgan Stanley | 207,310 | $6.93M | 0.00% | +171,157+473.4% | Added |
| Frontier Capital Management Co LLC | 214,933 | $7.19M | 0.08% | +49,512+29.9% | Added |
| Geode Capital Management, LLC | 219,837 | $7.35M | 0.00% | +23,738+12.1% | Added |
| Legal & General Group Plc | 257,144 | $8.60M | 0.00% | −156,747−37.9% | Reduced |
| S Squared Technology, LLC | 260,000 | $8.69M | 4.69% | +40,000+18.2% | Added |
| Driehaus Capital Management LLC | 277,057 | $9.26M | 0.12% | +8,809+3.3% | Added |
| BlackRock Inc. | 282,845 | $9.46M | 0.00% | +4,686+1.7% | Added |
| Nicholas Investment Partners, LP | 293,016 | $9.80M | 0.73% | −32,305−9.9% | Reduced |
| TCW Group Inc | 344,131 | $11.5M | 0.14% | +28,504+9.0% | Added |
| First Trust Advisors LP | 354,409 | $11.8M | 0.01% | −298,586−45.7% | Reduced |
| Exchange Traded Concepts, LLC | 354,619 | $11.9M | 0.34% | −204,063−36.5% | Reduced |
| Price T Rowe Associates Inc | 360,968 | $12.1M | 0.00% | +2,268+0.6% | Added |
| 1832 Asset Management L.P. | 364,500 | $12.2M | 0.03% | +249,300+216.4% | Added |
| Two Sigma Investments, LP | 370,105 | $12.4M | 0.03% | +362,705+4,901.4% | Added |
| Raymond James & Associates | 502,488 | $16.8M | 0.01% | +82,116+19.5% | Added |
| FMR LLC | 586,162 | $19.6M | 0.00% | −7,136−1.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 689,232 | $23.0M | 0.05% | −25,665−3.6% | Reduced |
| Voloridge Investment Management, LLC | 741,401 | $24.8M | 0.12% | +465,945+169.2% | Added |
| Vanguard Group Inc | 2,040,335 | $68.2M | 0.00% | −60,679−2.9% | Reduced |
| SVF Sponsor III (DE) LLC | 9,090,000 | $303.9M | 100.00% | 00.0% | Unchanged |
| Softbank Group Corp | 39,825,312 | $1.33B | 14.67% | +17,825,312+81.0% | Added |
| Navis Wealth Advisors, LLC | 0 | $0 | 0.00% | −913,554−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −122,262−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −106,067−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −48,837−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −43,473−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −38,841−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −28,030−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −14,100−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,438−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Cim, LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Stonegate Investment Group, LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Thompson Davis & Co., Inc. | 0 | $0 | 0.00% | −5,050−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Willis Johnson & Associates, Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,884−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −901−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −481−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −223−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |