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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 1 | $52 | 0.00% | +1 | New |
| Bell Investment Advisors, Inc | 9 | $462 | 0.00% | +9 | New |
| Clean Yield Group | 20 | $1.03K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 20 | $1.03K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 25 | $1.28K | 0.00% | +25 | New |
| Cape Investment Advisory, Inc. | 35 | $1.80K | 0.00% | +35 | New |
| GWM Advisors LLC | 50 | $2.57K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 50 | $2.57K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 61 | $3.13K | 0.00% | +61 | New |
| Fifth Third Bancorp | 63 | $3.23K | 0.00% | +63 | New |
| Pacer Advisors, Inc. | 64 | $3.29K | 0.00% | +5+8.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 70 | $3.59K | 0.00% | −75−51.7% | Reduced |
| Aspect Partners, LLC | 74 | $3.80K | 0.00% | +74 | New |
| First Manhattan Co | 75 | $3.85K | 0.00% | +75 | New |
| Clear Point Advisors Inc. | 90 | $4.62K | 0.00% | +90 | New |
| Cambridge Trust Co | 100 | $5.13K | 0.00% | +100 | New |
| Insight Financial Services | 100 | $5.13K | 0.01% | +100 | New |
| Crewe Advisors LLC | 150 | $7.70K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 150 | $7.70K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 190 | $10.0K | 0.01% | −400−67.8% | Reduced |
| Trust Co of Vermont | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 200 | $10.3K | 0.00% | +200 | New |
| Rhumbline Advisers | 294 | $15.1K | 0.00% | 00.0% | Unchanged |
| Natixis | 300 | $15.3K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 300 | $15.4K | 0.01% | +300 | New |
| First Personal Financial Services | 310 | $15.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 396 | $16.3K | 0.00% | +396 | New |
| Quarry LP | 455 | $23.4K | 0.01% | +455 | New |
| Symmetry Peak Management LLC | 500 | $25.7K | 0.10% | +500 | New |
| Van Eck Associates Corp | 503 | $26.0K | 0.00% | +503 | New |
| NBC Securities, Inc. | 638 | $32.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 915 | $47.0K | 0.00% | −10−1.1% | Reduced |
| Providence Capital Advisors, LLC | 1,000 | $51.3K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $51.3K | 0.05% | +1,000 | New |
| Advisory Services Network, LLC | 1,133 | $58.2K | 0.00% | +1,133 | New |
| RFP Financial Group LLC | 1,140 | $58.5K | 0.02% | +186+19.5% | Added |
| Comerica Bank | 1,150 | $59.0K | 0.00% | −200−14.8% | Reduced |
| National Bank of Canada | 1,200 | $59.6K | 0.00% | +200+20.0% | Added |
| Carolinas Wealth Consulting LLC | 1,207 | $62.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,200 | $62.0K | 0.02% | +1,200 | New |
| TFC Financial Management | 1,226 | $62.9K | 0.01% | +604+97.1% | Added |
| Deutsche Bank AG | 1,319 | $67.7K | 0.00% | +1,319 | New |
| Farther Finance Advisors, LLC | 1,404 | $72.1K | 0.01% | +693+97.5% | Added |
| Rakuten Securities, Inc. | 1,650 | $84.7K | 0.07% | +1,650 | New |
| Advisors Asset Management, Inc. | 2,456 | $126.1K | 0.00% | +224+10.0% | Added |
| SG Americas Securities, LLC | 2,647 | $136.0K | 0.00% | +2,647 | New |
| Toronto Dominion Bank | 3,000 | $154.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 3,133 | $160.8K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 3,516 | $180.5K | 0.00% | −4,492−56.1% | Reduced |
| Vontobel Holding Ltd. | 4,210 | $216.1K | 0.00% | −1,890−31.0% | Reduced |
| AQR Capital Management LLC | 4,456 | $228.7K | 0.00% | −5,169−53.7% | Reduced |
| Colonial River Wealth Management, LLC | 4,513 | $231.7K | 0.14% | +4,513 | New |
| Arizona State Retirement System | 4,522 | $232.1K | 0.00% | +4,522 | New |
| Scientech Research LLC | 4,605 | $236.4K | 0.24% | +4,605 | New |
| Cetera Advisor Networks LLC | 4,625 | $237.4K | 0.00% | −2,575−35.8% | Reduced |
| Wolff Wiese Magana LLC | 4,635 | $237.9K | 0.23% | +4,635 | New |
| Armstrong Advisory Group, Inc | 4,647 | $238.5K | 0.02% | +2,225+91.9% | Added |
| Gsa Capital Partners LLP | 4,728 | $243.0K | 0.02% | −5,772−55.0% | Reduced |
| 1492 Capital Management LLC | 4,755 | $244.1K | 0.14% | −31,688−87.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,875 | $250.2K | 0.00% | +400+8.9% | Added |
| Handelsbanken Fonder AB | 4,900 | $252.0K | 0.00% | +4,900 | New |
| Register Financial Advisors LLC | 5,000 | $256.6K | 0.17% | −370−6.9% | Reduced |
| Willis Johnson & Associates, Inc. | 5,000 | $256.6K | 0.02% | +5,000 | New |
| CI Private Wealth, LLC | 5,045 | $259.0K | 0.00% | +5,045 | New |
| Cresset Asset Management, LLC | 5,210 | $267.4K | 0.00% | +5,210 | New |
| Next Century Growth Investors LLC | 5,267 | $270.4K | 0.03% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 5,348 | $274.5K | 0.26% | +5,348 | New |
| GTS Securities LLC | 5,642 | $289.6K | 0.01% | +5,642 | New |
| Leonteq Securities AG | 5,652 | $290.1K | 0.04% | +5,452+2,726.0% | Added |
| Versor Investments LP | 5,700 | $292.6K | 0.06% | +5,700 | New |
| Squarepoint Ops LLC | 5,805 | $298.0K | 0.00% | −5,420−48.3% | Reduced |
| Brevan Howard Capital Management LP | 5,902 | $302.9K | 0.03% | +5,902 | New |
| Pathstone Holdings, LLC | 6,008 | $308.4K | 0.00% | +6,008 | New |
| Williamson Legacy Group, LLC | 6,015 | $308.8K | 0.29% | +6,015 | New |
| Gotham Asset Management, LLC | 6,016 | $308.8K | 0.01% | +6,016 | New |
| Verition Fund Management LLC | 6,101 | $313.2K | 0.00% | −1,136−15.7% | Reduced |
| Elite Wealth Management, Inc. | 6,183 | $317.4K | 0.09% | −103−1.6% | Reduced |
| Stonegate Investment Group, LLC | 6,200 | $318.2K | 0.01% | +6,200 | New |
| Tower Research Capital LLC (TRC) | 6,405 | $328.8K | 0.00% | −1,497−18.9% | Reduced |
| Integrated Wealth Concepts LLC | 6,435 | $330.3K | 0.01% | +6,435 | New |
| Blair William & Co | 6,440 | $330.6K | 0.00% | +6,440 | New |
| Avantax Advisory Services, Inc. | 6,577 | $337.6K | 0.00% | −40−0.6% | Reduced |
| MML Investors Services, LLC | 6,871 | $353.0K | 0.00% | +696+11.3% | Added |
| Cipher Capital LP | 7,225 | $370.9K | 0.12% | +7,225 | New |
| Cetera Advisors LLC | 7,531 | $386.6K | 0.01% | +7,531 | New |
| Aigen Investment Management, LP | 7,634 | $391.9K | 0.07% | −8,673−53.2% | Reduced |
| Citigroup Inc | 7,929 | $407.0K | 0.00% | −3,987−33.5% | Reduced |
| Janus Henderson Group PLC | 8,231 | $422.8K | 0.00% | +23+0.3% | Added |
| Envestnet Asset Management Inc | 8,265 | $424.3K | 0.00% | +8,265 | New |
| Cutler Group LP | 8,293 | $425.0K | 0.06% | −38,510−82.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 8,300 | $426.0K | 0.00% | +8,300 | New |
| Amundi | 11,787 | $508.0K | 0.00% | −3,132−21.0% | Reduced |
| Pinnacle Associates Ltd | 10,225 | $524.8K | 0.01% | 00.0% | Unchanged |
| Granahan Investment Management Inc | 10,371 | $532.3K | 0.02% | +1,360+15.1% | Added |
| Legato Capital Management LLC | 10,539 | $541.0K | 0.07% | −15,345−59.3% | Reduced |
| HighTower Advisors, LLC | 10,740 | $552.0K | 0.00% | +1,280+13.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 10,902 | $559.6K | 0.01% | +10,902 | New |
| Natixis Advisors, L.P. | 10,983 | $563.0K | 0.00% | +456+4.3% | Added |
| The PNC Financial Services Group, Inc. | 11,632 | $597.1K | 0.00% | +800+7.4% | Added |
| First Dallas Securities Inc. | 12,000 | $616.0K | 0.32% | −101,192−89.4% | Reduced |