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 |
|---|---|---|---|---|---|
| Entropy Technologies, LP | 12,244 | $628.5K | 0.12% | +12,244 | New |
| UBS Asset Management Americas Inc | 12,400 | $636.5K | 0.00% | +4,800+63.2% | Added |
| New York State Common Retirement Fund | 12,816 | $657.8K | 0.00% | −18,667−59.3% | Reduced |
| Advisor Group Holdings, Inc. | 13,089 | $671.8K | 0.00% | −4,946−27.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14,589 | $678.1K | 0.00% | −5,114−26.0% | Reduced |
| US Bancorp | 13,344 | $684.9K | 0.00% | +10,848+434.6% | Added |
| Quent Capital, LLC | 14,300 | $734.0K | 0.10% | 00.0% | Unchanged |
| California State Teachers Retirement System | 14,403 | $739.3K | 0.00% | +762+5.6% | Added |
| Susquehanna International Group, LLP | 14,429 | $740.6K | 0.00% | +14,429 | New |
| Walleye Capital LLC | 14,557 | $747.2K | 0.01% | −20,254−58.2% | Reduced |
| New World Advisors LLC | 15,000 | $770.0K | 0.24% | 00.0% | Unchanged |
| Lattice Capital Management, LLC | 15,500 | $795.6K | 0.88% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 15,845 | $813.3K | 0.00% | +6,479+69.2% | Added |
| Steward Partners Investment Advisory, LLC | 17,274 | $886.7K | 0.01% | +11,550+201.8% | Added |
| FORA Capital, LLC | 18,319 | $940.3K | 0.08% | +18,319 | New |
| Vista Investment Partners LLC | 18,450 | $947.0K | 0.35% | +18,450 | New |
| Zevenbergen Capital Investments LLC | 18,750 | $962.4K | 0.02% | +18,750 | New |
| Wealth Enhancement Advisory Services, LLC | 19,686 | $1.01M | 0.00% | +5,664+40.4% | Added |
| Credit Suisse AG | 21,994 | $1.13M | 0.00% | +7,368+50.4% | Added |
| Essex Investment Management Co LLC | 22,026 | $1.13M | 0.22% | −40,008−64.5% | Reduced |
| Hunter Associates Investment Management LLC | 23,174 | $1.19M | 0.22% | −294−1.3% | Reduced |
| Royce & Associates LP | 23,500 | $1.21M | 0.01% | +14,000+147.4% | Added |
| AlphaCentric Advisors LLC | 25,000 | $1.28M | 0.86% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 25,577 | $1.31M | 0.00% | +11,377+80.1% | Added |
| Dimensional Fund Advisors LP | 25,689 | $1.32M | 0.00% | +4,386+20.6% | Added |
| Stifel Financial Corp | 26,194 | $1.34M | 0.00% | +26,194 | New |
| Capital Fund Management S.A. | 27,000 | $1.39M | 0.02% | +13,100+94.2% | Added |
| Centiva Capital, LP | 27,566 | $1.41M | 0.09% | +27,566 | New |
| Swiss National Bank | 31,900 | $1.64M | 0.00% | −1,900−5.6% | Reduced |
| Quadrature Capital Ltd | 32,523 | $1.67M | 0.03% | +32,523 | New |
| LPL Financial LLC | 32,603 | $1.67M | 0.00% | −69,456−68.1% | Reduced |
| Raymond James Trust N.A. | 33,200 | $1.70M | 0.05% | −675−2.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 33,664 | $1.73M | 0.00% | −41,863−55.4% | Reduced |
| Captrust Financial Advisors | 34,681 | $1.78M | 0.01% | +12,291+54.9% | Added |
| Alden Global Capital LLC | 37,623 | $1.93M | 2.47% | +37,623 | New |
| Legacy Capital Wealth Partners, LLC | 38,000 | $1.95M | 0.55% | 00.0% | Unchanged |
| Northern Trust Corp | 38,334 | $1.97M | 0.00% | −1,056−2.7% | Reduced |
| Engineers Gate Manager LP | 39,108 | $2.01M | 0.06% | +39,108 | New |
| Balyasny Asset Management LLC | 39,438 | $2.02M | 0.01% | −1,840−4.5% | Reduced |
| National Philanthropic Trust | 39,500 | $2.03M | 0.05% | +39,500 | New |
| Adage Capital Partners GP, L.L.C. | 40,000 | $2.05M | 0.00% | −54,150−57.5% | Reduced |
| Dakota Wealth Management | 41,407 | $2.13M | 0.08% | +3,858+10.3% | Added |
| Tanaka Capital Management Inc | 41,537 | $2.13M | 5.21% | −15,293−26.9% | Reduced |
| Commonwealth Equity Services, LLC | 44,044 | $2.26M | 0.00% | +27,778+170.8% | Added |
| Dynamic Technology Lab Private Ltd | 44,851 | $2.30M | 0.24% | +44,851 | New |
| Ameriprise Financial Inc | 44,946 | $2.31M | 0.00% | +44,946 | New |
| Seven Eight Capital, LP | 50,025 | $2.57M | 0.30% | +50,025 | New |
| Bourne Lent Asset Management Inc | 58,260 | $2.99M | 1.21% | +600+1.0% | Added |
| Washington Harbour Partners LP | 58,600 | $3.01M | 5.77% | +58,600 | New |
| Advisory Research Inc | 59,634 | $3.06M | 0.47% | −77,726−56.6% | Reduced |
| BOCHK Asset Management Ltd | 62,500 | $3.21M | 1.97% | +62,500 | New |
| Taylor Frigon Capital Management LLC | 62,562 | $3.21M | 1.61% | −1,014−1.6% | Reduced |
| Hussman Strategic Advisors, Inc. | 63,000 | $3.23M | 0.74% | −21,000−25.0% | Reduced |
| Baird Financial Group, Inc. | 63,037 | $3.24M | 0.01% | +1,014+1.6% | Added |
| Bank of New York Mellon Corp | 67,928 | $3.49M | 0.00% | +7,462+12.3% | Added |
| Royal Bank of Canada | 68,824 | $3.53M | 0.00% | −154−0.2% | Reduced |
| Lord, Abbett & Co. LLC | 87,068 | $4.47M | 0.02% | +87,068 | New |
| Jump Financial, LLC | 87,070 | $4.47M | 0.14% | −10,290−10.6% | Reduced |
| Charles Schwab Investment Management Inc | 89,797 | $4.61M | 0.00% | +3,169+3.7% | Added |
| Scopus Asset Management, L.P. | 92,534 | $4.75M | 0.20% | +92,534 | New |
| UBS Group AG | 94,225 | $4.84M | 0.00% | −16,726−15.1% | Reduced |
| Point72 Asset Management, L.P. | 115,239 | $5.92M | 0.02% | +113,816+7,998.3% | Added |
| D. E. Shaw & Co., Inc. | 120,407 | $6.18M | 0.01% | +89,234+286.3% | Added |
| Two Sigma Advisers, LP | 134,200 | $6.89M | 0.02% | +51,000+61.3% | Added |
| Citadel Advisors LLC | 140,607 | $7.22M | 0.01% | +91,733+187.7% | Added |
| Pinebridge Investments, L.P. | 142,129 | $7.30M | 0.07% | +48,185+51.3% | Added |
| Jane Street Group, LLC | 146,864 | $7.54M | 0.01% | +68,714+87.9% | Added |
| Frontier Capital Management Co LLC | 151,186 | $7.76M | 0.08% | −63,747−29.7% | Reduced |
| Nicholas Investment Partners, LP | 161,608 | $8.30M | 0.97% | −131,408−44.8% | Reduced |
| Wells Fargo & Company | 171,585 | $8.81M | 0.00% | +108,126+170.4% | Added |
| State Street Corp | 172,864 | $8.87M | 0.00% | −9,536−5.2% | Reduced |
| Legal & General Group Plc | 205,496 | $10.5M | 0.00% | −51,648−20.1% | Reduced |
| Cubist Systematic Strategies, LLC | 210,765 | $10.8M | 0.13% | +81,776+63.4% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 216,010 | $11.1M | 0.05% | +216,010 | New |
| Bank of America Corp | 224,426 | $11.5M | 0.00% | +204,709+1,038.2% | Added |
| Geode Capital Management, LLC | 226,451 | $11.6M | 0.00% | +6,614+3.0% | Added |
| Arrowstreet Capital, Limited Partnership | 236,035 | $12.1M | 0.01% | +236,035 | New |
| Exchange Traded Concepts, LLC | 256,239 | $13.2M | 0.35% | −98,380−27.7% | Reduced |
| S Squared Technology, LLC | 270,000 | $13.9M | 6.73% | +10,000+3.8% | Added |
| Driehaus Capital Management LLC | 295,736 | $15.2M | 0.18% | +18,679+6.7% | Added |
| Morgan Stanley | 306,012 | $15.7M | 0.00% | +98,702+47.6% | Added |
| TCW Group Inc | 313,659 | $16.1M | 0.18% | −30,472−8.9% | Reduced |
| Goldman Sachs Group Inc | 319,698 | $16.4M | 0.00% | +275,494+623.2% | Added |
| Invesco Ltd. | 328,096 | $16.8M | 0.00% | +328,096 | New |
| Price T Rowe Associates Inc | 369,026 | $18.9M | 0.00% | +8,058+2.2% | Added |
| BlackRock Inc. | 409,000 | $21.0M | 0.00% | +126,155+44.6% | Added |
| Hodges Capital Management Inc. | 410,766 | $21.1M | 1.13% | +239,074+139.2% | Added |
| Two Sigma Investments, LP | 476,863 | $24.5M | 0.06% | +106,758+28.8% | Added |
| First Trust Advisors LP | 510,237 | $26.2M | 0.03% | +155,828+44.0% | Added |
| Raymond James & Associates | 579,876 | $29.8M | 0.02% | +77,388+15.4% | Added |
| FMR LLC | 610,650 | $31.3M | 0.00% | +24,488+4.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 687,351 | $35.3M | 0.07% | −1,881−0.3% | Reduced |
| Millennium Management LLC | 717,518 | $36.8M | 0.03% | +527,654+277.9% | Added |
| Voloridge Investment Management, LLC | 882,734 | $45.3M | 0.18% | +141,333+19.1% | Added |
| 1832 Asset Management L.P. | 1,055,400 | $54.2M | 0.10% | +690,900+189.5% | Added |
| Vanguard Group Inc | 2,081,034 | $106.8M | 0.00% | +40,699+2.0% | Added |
| SVF Sponsor III (DE) LLC | 9,090,000 | $466.6M | 100.00% | 00.0% | Unchanged |
| Softbank Group Corp | 39,825,312 | $2.04B | 11.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −64,419−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |