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.
Q4 2023 vs. Q3 2023
How the institutions holding Symbotic Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 152 | 2 | 198 | +48 |
| Shares | 61.4M | 6.01K | 65.2M | +3.82M (+6.2%) |
| Value | $2.05B | $201.1K | $3.35B | +$1.29B (+63.1%) |
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (67)
Institutions that held Symbotic Inc. at the end of Q4 2023 but not at the end of Q3 2023.
Sold out (19)
Institutions that held Symbotic Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Russell Investments Group, Ltd. | 64,419 | $2.15M |
| Telemark Asset Management, LLC | 60,000 | $2.01M |
| Simplex Trading, LLC | 47,316 | $1.58M |
| Calamos Advisors LLC | 38,288 | $1.28M |
| Quantbot Technologies LP | 32,944 | $1.10M |
| Group One Trading, L.P. | 28,661 | $958.1K |
| Victory Capital Management Inc | 23,990 | $802.0K |
| G2 Investment Partners Management LLC | 20,400 | $682.0K |
| Dark Forest Capital Management LP | 18,210 | $608.8K |
| Wolverine Trading, LLC | 10,469 | $350.0K |
| Omers Administration Corp | 9,800 | $327.6K |
| CoreCap Advisors, LLC | 8,010 | $267.8K |
| Spouting Rock Asset Management, LLC | 7,531 | $251.8K |
| Schroder Investment Management Group | 7,369 | $246.3K |
| Belvedere Trading LLC | 3,642 | $121.8K |
| BluePath Capital Management, LLC | 2,800 | $93.6K |
| Householder Group Estate & Retirement Specialist, LLC | 1,953 | $65.3K |
| Retirement Group, LLC | 200 | $6.69K |
| Headlands Technologies LLC | 16 | $535 |
Not filed for Q4 2023 yet (2)
Institutions that held Symbotic Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Pathstone Family Office, LLC | 6,000 | $200.6K |
| Antonetti Capital Management LLC | 15 | $502 |