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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 8,010 | $267.8K | 0.02% | −2,840−26.2% | Reduced |
| Barclays PLC | 8,008 | $267.7K | 0.00% | +5,298+195.5% | Added |
| Tower Research Capital LLC (TRC) | 7,902 | $264.2K | 0.01% | +4,376+124.1% | Added |
| UBS Asset Management Americas Inc | 7,600 | $254.1K | 0.00% | +7,600 | New |
| Spouting Rock Asset Management, LLC | 7,531 | $251.8K | 0.08% | −85−1.1% | Reduced |
| Schroder Investment Management Group | 7,369 | $246.3K | 0.00% | +7,369 | New |
| Verition Fund Management LLC | 7,237 | $241.9K | 0.00% | +7,237 | New |
| Cetera Advisor Networks LLC | 7,200 | $240.7K | 0.00% | −11,840−62.2% | Reduced |
| Avantax Advisory Services, Inc. | 6,617 | $221.2K | 0.00% | −900−12.0% | Reduced |
| Elite Wealth Management, Inc. | 6,286 | $210.1K | 0.07% | +6,286 | New |
| MML Investors Services, LLC | 6,175 | $206.0K | 0.00% | −2,377−27.8% | Reduced |
| Vontobel Holding Ltd. | 6,100 | $203.9K | 0.00% | +6,100 | New |
| Pathstone Family Office, LLC | 6,000 | $200.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,724 | $191.4K | 0.00% | +3,943+221.4% | Added |
| Register Financial Advisors LLC | 5,370 | $179.5K | 0.13% | +2,370+79.0% | Added |
| Next Century Growth Investors LLC | 5,267 | $176.1K | 0.02% | −97,112−94.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,475 | $149.6K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 3,642 | $121.8K | 0.02% | +3,642 | New |
| Ossiam | 3,133 | $104.7K | 0.00% | +3,133 | New |
| Toronto Dominion Bank | 3,000 | $100.3K | 0.00% | 00.0% | Unchanged |
| BluePath Capital Management, LLC | 2,800 | $93.6K | 0.09% | +2,800 | New |
| US Bancorp | 2,496 | $83.4K | 0.00% | +68+2.8% | Added |
| Armstrong Advisory Group, Inc | 2,422 | $81.0K | 0.01% | −2,225−47.9% | Reduced |
| Advisors Asset Management, Inc. | 2,232 | $74.6K | 0.00% | +859+62.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,953 | $65.3K | 0.02% | +1,953 | New |
| Point72 Asset Management, L.P. | 1,423 | $47.6K | 0.00% | +1,423 | New |
| Comerica Bank | 1,350 | $45.1K | 0.00% | +1,350 | New |
| Carolinas Wealth Consulting LLC | 1,207 | $41.1K | 0.01% | +1,207 | New |
| National Bank of Canada | 1,000 | $34.5K | 0.00% | +400+66.7% | Added |
| Providence Capital Advisors, LLC | 1,000 | $33.4K | 0.01% | +1,000 | New |
| RFP Financial Group LLC | 954 | $31.9K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 925 | $30.9K | 0.00% | +925 | New |
| Farther Finance Advisors, LLC | 711 | $23.8K | 0.00% | +711 | New |
| NBC Securities, Inc. | 638 | $21.0K | 0.00% | +638 | New |
| TFC Financial Management | 622 | $20.8K | 0.00% | +60+10.7% | Added |
| Ulland Investment Advisors, LLC | 590 | $20.0K | 0.02% | +400+210.5% | Added |
| First Personal Financial Services | 310 | $10.4K | 0.00% | 00.0% | Unchanged |
| Natixis | 300 | $10.2K | 0.00% | −4,200−93.3% | Reduced |
| Rhumbline Advisers | 294 | $9.83K | 0.00% | 00.0% | Unchanged |
| 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 |
| Crewe Advisors LLC | 150 | $5.01K | 0.00% | +150 | New |
| Castleview Partners, LLC | 150 | $5.01K | 0.00% | +150 | New |
| CarsonAllaria Wealth Management, Ltd. | 145 | $4.85K | 0.00% | +145 | New |
| Pacer Advisors, Inc. | 59 | $1.97K | 0.00% | +14+31.1% | Added |
| GWM Advisors LLC | 50 | $1.67K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 50 | $1.67K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $837 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 20 | $690 | 0.00% | +20 | New |
| Headlands Technologies LLC | 16 | $535 | 0.00% | +16 | New |
| Antonetti Capital Management LLC | 15 | $502 | 0.00% | +15 | New |
| 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 |