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Livermore
ZHEN

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.

Institutional holdersQ4 2023: 198 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 17 institutionsQ3 2022: 38 institutionsQ4 2022: 50 institutionsQ1 2023: 80 institutionsQ2 2023: 130 institutionsQ3 2023: 152 institutionsQ4 2023: 198 institutionsQ1 2024: 235 institutionsQ2 2024: 240 institutionsQ3 2024: 214 institutionsQ4 2024: 222 institutionsQ1 2025: 222 institutionsQ2 2025: 280 institutionsQ3 2025: 335 institutionsQ4 2025: 403 institutionsQ1 2026: 413 institutionsQ2 2026: 419 institutions
Value heldQ4 2023: $3.35B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $272.6MQ3 2022: $288.2MQ4 2022: $416.1MQ1 2023: $909.6MQ2 2023: $1.84BQ3 2023: $2.05BQ4 2023: $3.35BQ1 2024: $3.41BQ2 2024: $2.90BQ3 2024: $2.16BQ4 2024: $2.43BQ1 2025: $2.09BQ2 2025: $4.00BQ3 2025: $5.66BQ4 2025: $6.76BQ1 2026: $6.01BQ2 2026: $5.21B
Institutions holding SYM and their total value by quarter
QuarterHoldersValue
Q2 2026419$5.21B
Q1 2026413$6.01B
Q4 2025403$6.76B
Q3 2025335$5.66B
Q2 2025280$4.00B
Q1 2025222$2.09B
Q4 2024222$2.43B
Q3 2024214$2.16B
Q2 2024240$2.90B
Q1 2024235$3.41B
Q4 2023198$3.35B
Q3 2023152$2.05B
Q2 2023130$1.84B
Q1 202380$909.6M
Q4 202250$416.1M
Q3 202238$288.2M
Q2 202217$272.6M
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q3 2023.

Institutions holding SYM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Natixis Advisors, L.P.10,983$563.0K0.00%+456+4.3%Added
Susquehanna Portfolio Strategies, LLC10,902$559.6K0.01%+10,902New
HighTower Advisors, LLC10,740$552.0K0.00%+1,280+13.5%Added
Legato Capital Management LLC10,539$541.0K0.07%−15,345−59.3%Reduced
Granahan Investment Management Inc10,371$532.3K0.02%+1,360+15.1%Added
Pinnacle Associates Ltd10,225$524.8K0.01%00.0%Unchanged
Amundi11,787$508.0K0.00%−3,132−21.0%Reduced
Schonfeld Strategic Advisors LLC8,300$426.0K0.00%+8,300New
Cutler Group LP8,293$425.0K0.06%−38,510−82.3%Reduced
Envestnet Asset Management Inc8,265$424.3K0.00%+8,265New
Janus Henderson Group PLC8,231$422.8K0.00%+23+0.3%Added
Citigroup Inc7,929$407.0K0.00%−3,987−33.5%Reduced
Aigen Investment Management, LP7,634$391.9K0.07%−8,673−53.2%Reduced
Cetera Advisors LLC7,531$386.6K0.01%+7,531New
Cipher Capital LP7,225$370.9K0.12%+7,225New
MML Investors Services, LLC6,871$353.0K0.00%+696+11.3%Added
Avantax Advisory Services, Inc.6,577$337.6K0.00%−40−0.6%Reduced
Blair William & Co6,440$330.6K0.00%+6,440New
Integrated Wealth Concepts LLC6,435$330.3K0.01%+6,435New
Tower Research Capital LLC (TRC)6,405$328.8K0.00%−1,497−18.9%Reduced
Stonegate Investment Group, LLC6,200$318.2K0.01%+6,200New
Elite Wealth Management, Inc.6,183$317.4K0.09%−103−1.6%Reduced
Verition Fund Management LLC6,101$313.2K0.00%−1,136−15.7%Reduced
Gotham Asset Management, LLC6,016$308.8K0.01%+6,016New
Williamson Legacy Group, LLC6,015$308.8K0.29%+6,015New
Pathstone Holdings, LLC6,008$308.4K0.00%+6,008New
Brevan Howard Capital Management LP5,902$302.9K0.03%+5,902New
Squarepoint Ops LLC5,805$298.0K0.00%−5,420−48.3%Reduced
Versor Investments LP5,700$292.6K0.06%+5,700New
Leonteq Securities AG5,652$290.1K0.04%+5,452+2,726.0%Added
GTS Securities LLC5,642$289.6K0.01%+5,642New
EntryPoint Capital, LLC5,348$274.5K0.26%+5,348New
Next Century Growth Investors LLC5,267$270.4K0.03%00.0%Unchanged
Cresset Asset Management, LLC5,210$267.4K0.00%+5,210New
CI Private Wealth, LLC5,045$259.0K0.00%+5,045New
Register Financial Advisors LLC5,000$256.6K0.17%−370−6.9%Reduced
Willis Johnson & Associates, Inc.5,000$256.6K0.02%+5,000New
Handelsbanken Fonder AB4,900$252.0K0.00%+4,900New
Zurcher Kantonalbank (Zurich Cantonalbank)4,875$250.2K0.00%+400+8.9%Added
1492 Capital Management LLC4,755$244.1K0.14%−31,688−87.0%Reduced
Gsa Capital Partners LLP4,728$243.0K0.02%−5,772−55.0%Reduced
Armstrong Advisory Group, Inc4,647$238.5K0.02%+2,225+91.9%Added
Wolff Wiese Magana LLC4,635$237.9K0.23%+4,635New
Cetera Advisor Networks LLC4,625$237.4K0.00%−2,575−35.8%Reduced
Scientech Research LLC4,605$236.4K0.24%+4,605New
Arizona State Retirement System4,522$232.1K0.00%+4,522New
Colonial River Wealth Management, LLC4,513$231.7K0.14%+4,513New
AQR Capital Management LLC4,456$228.7K0.00%−5,169−53.7%Reduced
Vontobel Holding Ltd.4,210$216.1K0.00%−1,890−31.0%Reduced
Barclays PLC3,516$180.5K0.00%−4,492−56.1%Reduced
Ossiam3,133$160.8K0.00%00.0%Unchanged
Toronto Dominion Bank3,000$154.0K0.00%00.0%Unchanged
SG Americas Securities, LLC2,647$136.0K0.00%+2,647New
Advisors Asset Management, Inc.2,456$126.1K0.00%+224+10.0%Added
Rakuten Securities, Inc.1,650$84.7K0.07%+1,650New
Farther Finance Advisors, LLC1,404$72.1K0.01%+693+97.5%Added
Deutsche Bank AG1,319$67.7K0.00%+1,319New
TFC Financial Management1,226$62.9K0.01%+604+97.1%Added
Centerpoint Advisors, LLC1,200$62.0K0.02%+1,200New
Carolinas Wealth Consulting LLC1,207$62.0K0.01%00.0%Unchanged
National Bank of Canada1,200$59.6K0.00%+200+20.0%Added
Comerica Bank1,150$59.0K0.00%−200−14.8%Reduced
RFP Financial Group LLC1,140$58.5K0.02%+186+19.5%Added
Advisory Services Network, LLC1,133$58.2K0.00%+1,133New
Providence Capital Advisors, LLC1,000$51.3K0.01%00.0%Unchanged
Pingora Partners LLC1,000$51.3K0.05%+1,000New
Federation des caisses Desjardins du Quebec915$47.0K0.00%−10−1.1%Reduced
NBC Securities, Inc.638$32.0K0.00%00.0%Unchanged
Van Eck Associates Corp503$26.0K0.00%+503New
Symmetry Peak Management LLC500$25.7K0.10%+500New
Quarry LP455$23.4K0.01%+455New
Global Retirement Partners, LLC396$16.3K0.00%+396New
First Personal Financial Services310$15.9K0.00%00.0%Unchanged
Main Street Group, LTD300$15.4K0.01%+300New
Natixis300$15.3K0.00%00.0%Unchanged
Rhumbline Advisers294$15.1K0.00%00.0%Unchanged
Trust Co of Vermont200$10.3K0.00%00.0%Unchanged
Signaturefd, LLC200$10.3K0.00%+200New
Ulland Investment Advisors, LLC190$10.0K0.01%−400−67.8%Reduced
Crewe Advisors LLC150$7.70K0.00%00.0%Unchanged
Castleview Partners, LLC150$7.70K0.01%00.0%Unchanged
Cambridge Trust Co100$5.13K0.00%+100New
Insight Financial Services100$5.13K0.01%+100New
Clear Point Advisors Inc.90$4.62K0.00%+90New
First Manhattan Co75$3.85K0.00%+75New
Aspect Partners, LLC74$3.80K0.00%+74New
CarsonAllaria Wealth Management, Ltd.70$3.59K0.00%−75−51.7%Reduced
Pacer Advisors, Inc.64$3.29K0.00%+5+8.5%Added
Fifth Third Bancorp63$3.23K0.00%+63New
Quadrant Capital Group LLC61$3.13K0.00%+61New
GWM Advisors LLC50$2.57K0.00%00.0%Unchanged
NVWM, LLC50$2.57K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.35$1.80K0.00%+35New
Harbour Investments, Inc.25$1.28K0.00%+25New
Clean Yield Group20$1.03K0.00%00.0%Unchanged
Global Financial Private Client, LLC20$1.03K0.00%00.0%Unchanged
Bell Investment Advisors, Inc9$4620.00%+9New
JFS Wealth Advisors, LLC1$520.00%+1New
Russell Investments Group, Ltd.0$00.00%−64,419−100.0%Sold out
Telemark Asset Management, LLC0$00.00%−60,000−100.0%Sold out