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, Q4 2023
Institutional positions in Symbotic Inc. as of Dec 31, 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
- 198
- +48 vs. Q3 2023
- Shares held
- 65.2M
- +3.82M (+6.2%) vs. Q3 2023
- Total value
- $3.35B
- +$1.29B (+63.1%) vs. Q3 2023
- New holders
- 67
- 58 more added
- Sold out
- 19
- 49 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Softbank Group Corp | 39,825,312 | $2.04B | 11.02% | 00.0% | Unchanged |
| SVF Sponsor III (DE) LLC | 9,090,000 | $466.6M | 100.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,081,034 | $106.8M | 0.00% | +40,699+2.0% | Added |
| 1832 Asset Management L.P. | 1,055,400 | $54.2M | 0.10% | +690,900+189.5% | Added |
| Voloridge Investment Management, LLC | 882,734 | $45.3M | 0.18% | +141,333+19.1% | Added |
| Millennium Management LLC | 717,518 | $36.8M | 0.03% | +527,654+277.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 687,351 | $35.3M | 0.07% | −1,881−0.3% | Reduced |
| FMR LLC | 610,650 | $31.3M | 0.00% | +24,488+4.2% | Added |
| Raymond James & Associates | 579,876 | $29.8M | 0.02% | +77,388+15.4% | Added |
| First Trust Advisors LP | 510,237 | $26.2M | 0.03% | +155,828+44.0% | Added |
| Two Sigma Investments, LP | 476,863 | $24.5M | 0.06% | +106,758+28.8% | Added |
| Hodges Capital Management Inc. | 410,766 | $21.1M | 1.13% | +239,074+139.2% | Added |
| BlackRock Inc. | 409,000 | $21.0M | 0.00% | +126,155+44.6% | Added |
| Price T Rowe Associates Inc | 369,026 | $18.9M | 0.00% | +8,058+2.2% | Added |
| Invesco Ltd. | 328,096 | $16.8M | 0.00% | +328,096 | New |
| Goldman Sachs Group Inc | 319,698 | $16.4M | 0.00% | +275,494+623.2% | Added |
| TCW Group Inc | 313,659 | $16.1M | 0.18% | −30,472−8.9% | Reduced |
| Morgan Stanley | 306,012 | $15.7M | 0.00% | +98,702+47.6% | Added |
| Driehaus Capital Management LLC | 295,736 | $15.2M | 0.18% | +18,679+6.7% | Added |
| S Squared Technology, LLC | 270,000 | $13.9M | 6.73% | +10,000+3.8% | Added |
| Exchange Traded Concepts, LLC | 256,239 | $13.2M | 0.35% | −98,380−27.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 236,035 | $12.1M | 0.01% | +236,035 | New |
| Geode Capital Management, LLC | 226,451 | $11.6M | 0.00% | +6,614+3.0% | Added |
| Bank of America Corp | 224,426 | $11.5M | 0.00% | +204,709+1,038.2% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 216,010 | $11.1M | 0.05% | +216,010 | New |
| Cubist Systematic Strategies, LLC | 210,765 | $10.8M | 0.13% | +81,776+63.4% | Added |
| Legal & General Group Plc | 205,496 | $10.5M | 0.00% | −51,648−20.1% | Reduced |
| State Street Corp | 172,864 | $8.87M | 0.00% | −9,536−5.2% | Reduced |
| Wells Fargo & Company | 171,585 | $8.81M | 0.00% | +108,126+170.4% | Added |
| Nicholas Investment Partners, LP | 161,608 | $8.30M | 0.97% | −131,408−44.8% | Reduced |
| Frontier Capital Management Co LLC | 151,186 | $7.76M | 0.08% | −63,747−29.7% | Reduced |
| Jane Street Group, LLC | 146,864 | $7.54M | 0.01% | +68,714+87.9% | Added |
| Pinebridge Investments, L.P. | 142,129 | $7.30M | 0.07% | +48,185+51.3% | Added |
| Citadel Advisors LLC | 140,607 | $7.22M | 0.01% | +91,733+187.7% | Added |
| Two Sigma Advisers, LP | 134,200 | $6.89M | 0.02% | +51,000+61.3% | Added |
| D. E. Shaw & Co., Inc. | 120,407 | $6.18M | 0.01% | +89,234+286.3% | Added |
| Point72 Asset Management, L.P. | 115,239 | $5.92M | 0.02% | +113,816+7,998.3% | Added |
| UBS Group AG | 94,225 | $4.84M | 0.00% | −16,726−15.1% | Reduced |
| Scopus Asset Management, L.P. | 92,534 | $4.75M | 0.20% | +92,534 | New |
| Charles Schwab Investment Management Inc | 89,797 | $4.61M | 0.00% | +3,169+3.7% | Added |
| Jump Financial, LLC | 87,070 | $4.47M | 0.14% | −10,290−10.6% | Reduced |
| Lord, Abbett & Co. LLC | 87,068 | $4.47M | 0.02% | +87,068 | New |
| Royal Bank of Canada | 68,824 | $3.53M | 0.00% | −154−0.2% | Reduced |
| Bank of New York Mellon Corp | 67,928 | $3.49M | 0.00% | +7,462+12.3% | Added |
| Baird Financial Group, Inc. | 63,037 | $3.24M | 0.01% | +1,014+1.6% | Added |
| Hussman Strategic Advisors, Inc. | 63,000 | $3.23M | 0.74% | −21,000−25.0% | Reduced |
| Taylor Frigon Capital Management LLC | 62,562 | $3.21M | 1.61% | −1,014−1.6% | Reduced |
| BOCHK Asset Management Ltd | 62,500 | $3.21M | 1.97% | +62,500 | New |
| Advisory Research Inc | 59,634 | $3.06M | 0.47% | −77,726−56.6% | Reduced |
| Washington Harbour Partners LP | 58,600 | $3.01M | 5.77% | +58,600 | New |
| Bourne Lent Asset Management Inc | 58,260 | $2.99M | 1.21% | +600+1.0% | Added |
| Seven Eight Capital, LP | 50,025 | $2.57M | 0.30% | +50,025 | New |
| Ameriprise Financial Inc | 44,946 | $2.31M | 0.00% | +44,946 | New |
| Dynamic Technology Lab Private Ltd | 44,851 | $2.30M | 0.24% | +44,851 | New |
| Commonwealth Equity Services, LLC | 44,044 | $2.26M | 0.00% | +27,778+170.8% | Added |
| Tanaka Capital Management Inc | 41,537 | $2.13M | 5.21% | −15,293−26.9% | Reduced |
| Dakota Wealth Management | 41,407 | $2.13M | 0.08% | +3,858+10.3% | Added |
| Adage Capital Partners GP, L.L.C. | 40,000 | $2.05M | 0.00% | −54,150−57.5% | Reduced |
| National Philanthropic Trust | 39,500 | $2.03M | 0.05% | +39,500 | New |
| Balyasny Asset Management LLC | 39,438 | $2.02M | 0.01% | −1,840−4.5% | Reduced |
| Engineers Gate Manager LP | 39,108 | $2.01M | 0.06% | +39,108 | New |
| Northern Trust Corp | 38,334 | $1.97M | 0.00% | −1,056−2.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 38,000 | $1.95M | 0.55% | 00.0% | Unchanged |
| Alden Global Capital LLC | 37,623 | $1.93M | 2.47% | +37,623 | New |
| Captrust Financial Advisors | 34,681 | $1.78M | 0.01% | +12,291+54.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 33,664 | $1.73M | 0.00% | −41,863−55.4% | Reduced |
| Raymond James Trust N.A. | 33,200 | $1.70M | 0.05% | −675−2.0% | Reduced |
| LPL Financial LLC | 32,603 | $1.67M | 0.00% | −69,456−68.1% | Reduced |
| Quadrature Capital Ltd | 32,523 | $1.67M | 0.03% | +32,523 | New |
| Swiss National Bank | 31,900 | $1.64M | 0.00% | −1,900−5.6% | Reduced |
| Centiva Capital, LP | 27,566 | $1.41M | 0.09% | +27,566 | New |
| Capital Fund Management S.A. | 27,000 | $1.39M | 0.02% | +13,100+94.2% | Added |
| Stifel Financial Corp | 26,194 | $1.34M | 0.00% | +26,194 | New |
| Dimensional Fund Advisors LP | 25,689 | $1.32M | 0.00% | +4,386+20.6% | Added |
| State of Wisconsin Investment Board | 25,577 | $1.31M | 0.00% | +11,377+80.1% | Added |
| AlphaCentric Advisors LLC | 25,000 | $1.28M | 0.86% | 00.0% | Unchanged |
| Royce & Associates LP | 23,500 | $1.21M | 0.01% | +14,000+147.4% | Added |
| Hunter Associates Investment Management LLC | 23,174 | $1.19M | 0.22% | −294−1.3% | Reduced |
| Essex Investment Management Co LLC | 22,026 | $1.13M | 0.22% | −40,008−64.5% | Reduced |
| Credit Suisse AG | 21,994 | $1.13M | 0.00% | +7,368+50.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 19,686 | $1.01M | 0.00% | +5,664+40.4% | Added |
| Zevenbergen Capital Investments LLC | 18,750 | $962.4K | 0.02% | +18,750 | New |
| Vista Investment Partners LLC | 18,450 | $947.0K | 0.35% | +18,450 | New |
| FORA Capital, LLC | 18,319 | $940.3K | 0.08% | +18,319 | New |
| Steward Partners Investment Advisory, LLC | 17,274 | $886.7K | 0.01% | +11,550+201.8% | Added |
| JPMorgan Chase & Co | 15,845 | $813.3K | 0.00% | +6,479+69.2% | Added |
| Lattice Capital Management, LLC | 15,500 | $795.6K | 0.88% | 00.0% | Unchanged |
| New World Advisors LLC | 15,000 | $770.0K | 0.24% | 00.0% | Unchanged |
| Walleye Capital LLC | 14,557 | $747.2K | 0.01% | −20,254−58.2% | Reduced |
| Susquehanna International Group, LLP | 14,429 | $740.6K | 0.00% | +14,429 | New |
| California State Teachers Retirement System | 14,403 | $739.3K | 0.00% | +762+5.6% | Added |
| Quent Capital, LLC | 14,300 | $734.0K | 0.10% | 00.0% | Unchanged |
| US Bancorp | 13,344 | $684.9K | 0.00% | +10,848+434.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14,589 | $678.1K | 0.00% | −5,114−26.0% | Reduced |
| Advisor Group Holdings, Inc. | 13,089 | $671.8K | 0.00% | −4,946−27.4% | Reduced |
| New York State Common Retirement Fund | 12,816 | $657.8K | 0.00% | −18,667−59.3% | Reduced |
| UBS Asset Management Americas Inc | 12,400 | $636.5K | 0.00% | +4,800+63.2% | Added |
| Entropy Technologies, LP | 12,244 | $628.5K | 0.12% | +12,244 | New |
| First Dallas Securities Inc. | 12,000 | $616.0K | 0.32% | −101,192−89.4% | Reduced |
| The PNC Financial Services Group, Inc. | 11,632 | $597.1K | 0.00% | +800+7.4% | Added |