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 |
|---|---|---|---|---|---|
| Simplex Trading, LLC | 0 | $0 | 0.00% | −47,316−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −38,288−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −32,944−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −28,661−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −23,990−100.0% | Sold out |
| G2 Investment Partners Management LLC | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −18,210−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −10,469−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −8,010−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −7,531−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −7,369−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −3,642−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −1,953−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Antonetti Capital Management LLC | – | – | – | – | Not filed |