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, Q1 2024
Institutional positions in Symbotic Inc. as of Mar 31, 2024. 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
- 235
- +37 vs. Q4 2023
- Shares held
- 76.1M
- +10.9M (+16.7%) vs. Q4 2023
- Total value
- $3.41B
- +$64.4M (+1.9%) vs. Q4 2023
- New holders
- 86
- 88 more added
- Sold out
- 49
- 32 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Softbank Group Corp | 39,825,312 | $1.79B | 9.40% | 00.0% | Unchanged |
| Baillie Gifford & Co | 9,483,371 | $426.8M | 0.33% | +9,483,371 | New |
| SVF Sponsor III (DE) LLC | 9,090,000 | $409.1M | 100.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 2,426,420 | $109.2M | 0.00% | +345,386+16.6% | Added |
| Invesco Ltd. | 1,047,973 | $47.2M | 0.01% | +719,877+219.4% | Added |
| FMR LLC | 853,598 | $38.4M | 0.00% | +242,948+39.8% | Added |
| BlackRock Inc. | 713,518 | $32.1M | 0.00% | +304,518+74.5% | Added |
| Raymond James & Associates | 616,391 | $27.7M | 0.02% | +36,515+6.3% | Added |
| First Trust Advisors LP | 560,037 | $25.2M | 0.03% | +49,800+9.8% | Added |
| J. Goldman & Co LP | 469,440 | $21.1M | 0.96% | +469,440 | New |
| Geode Capital Management, LLC | 411,261 | $18.5M | 0.00% | +184,810+81.6% | Added |
| AXA S.A. | 387,490 | $17.4M | 0.05% | +387,490 | New |
| Exchange Traded Concepts, LLC | 386,727 | $17.4M | 0.45% | +130,488+50.9% | Added |
| TCW Group Inc | 383,683 | $17.3M | 0.17% | +70,024+22.3% | Added |
| Thematics Asset Management | 383,038 | $17.2M | 0.72% | +383,038 | New |
| Price T Rowe Associates Inc | 369,646 | $16.6M | 0.00% | +620+0.2% | Added |
| Zevenbergen Capital Investments LLC | 361,167 | $16.3M | 0.35% | +342,417+1,826.2% | Added |
| Frontier Capital Management Co LLC | 330,917 | $14.9M | 0.14% | +179,731+118.9% | Added |
| Hodges Capital Management Inc. | 315,891 | $14.2M | 0.91% | −94,875−23.1% | Reduced |
| S Squared Technology, LLC | 310,000 | $13.9M | 6.41% | +40,000+14.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 568,577 | $13.9M | 0.03% | −118,774−17.3% | Reduced |
| Legal & General Group Plc | 286,460 | $12.9M | 0.00% | +80,964+39.4% | Added |
| Morgan Stanley | 280,224 | $12.6M | 0.00% | −25,788−8.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 271,529 | $12.2M | 0.03% | +271,529 | New |
| Citadel Advisors LLC | 266,379 | $12.0M | 0.01% | +125,772+89.4% | Added |
| Canada Pension Plan Investment Board | 266,200 | $12.0M | 0.01% | +266,200 | New |
| Wells Fargo & Company | 259,314 | $11.7M | 0.00% | +87,729+51.1% | Added |
| State Street Corp | 240,114 | $10.8M | 0.00% | +67,250+38.9% | Added |
| Driehaus Capital Management LLC | 219,402 | $9.87M | 0.10% | −76,334−25.8% | Reduced |
| Charles Schwab Investment Management Inc | 193,056 | $8.69M | 0.00% | +103,259+115.0% | Added |
| Ameriprise Financial Inc | 147,843 | $6.65M | 0.00% | +102,897+228.9% | Added |
| Anomaly Capital Management, LP | 126,134 | $5.68M | 0.20% | +126,134 | New |
| Man Group plc | 121,856 | $5.48M | 0.01% | +121,856 | New |
| Susquehanna International Group, LLP | 118,175 | $5.32M | 0.01% | +103,746+719.0% | Added |
| Barclays PLC | 113,067 | $5.09M | 0.00% | +109,551+3,115.8% | Added |
| Voya Investment Management LLC | 111,570 | $5.02M | 0.00% | +111,570 | New |
| UBS Group AG | 108,656 | $4.89M | 0.00% | +14,431+15.3% | Added |
| Scopus Asset Management, L.P. | 107,534 | $4.84M | 0.16% | +15,000+16.2% | Added |
| Monashee Investment Management LLC | 105,161 | $4.73M | 0.56% | +105,161 | New |
| Alyeska Investment Group, L.P. | 103,217 | $4.64M | 0.03% | +103,217 | New |
| Ghisallo Capital Management LLC | 100,000 | $4.50M | 0.51% | +100,000 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 104,069 | $4.49M | 1.77% | +104,069 | New |
| Raymond James Financial Services Advisors, Inc. | 97,509 | $4.39M | 0.01% | +63,845+189.7% | Added |
| Two Sigma Investments, LP | 97,341 | $4.38M | 0.01% | −379,522−79.6% | Reduced |
| Voloridge Investment Management, LLC | 94,886 | $4.27M | 0.02% | −787,848−89.3% | Reduced |
| Hussman Strategic Advisors, Inc. | 94,500 | $4.25M | 0.99% | +31,500+50.0% | Added |
| Baird Financial Group, Inc. | 91,696 | $4.13M | 0.01% | +28,659+45.5% | Added |
| Royal Bank of Canada | 85,836 | $3.86M | 0.00% | +17,012+24.7% | Added |
| Washington Harbour Partners LP | 85,300 | $3.84M | 6.22% | +26,700+45.6% | Added |
| Sandler Capital Management | 76,449 | $3.44M | 0.42% | +76,449 | New |
| Capstone Investment Advisors, LLC | 73,658 | $3.31M | 0.06% | +73,658 | New |
| Bank of New York Mellon Corp | 73,649 | $3.31M | 0.00% | +5,721+8.4% | Added |
| Next Century Growth Investors LLC | 71,812 | $3.23M | 0.28% | +66,545+1,263.4% | Added |
| Northern Trust Corp | 70,053 | $3.15M | 0.00% | +31,719+82.7% | Added |
| Adage Capital Partners GP, L.L.C. | 69,408 | $3.12M | 0.01% | +29,408+73.5% | Added |
| Taylor Frigon Capital Management LLC | 66,962 | $3.01M | 1.44% | +4,400+7.0% | Added |
| Nicholas Investment Partners, LP | 65,089 | $2.93M | 0.30% | −96,519−59.7% | Reduced |
| Simplex Trading, LLC | 62,960 | $2.83M | 0.08% | +62,960 | New |
| Twinbeech Capital LP | 62,482 | $2.81M | 0.06% | +62,482 | New |
| Bank of America Corp | 62,147 | $2.80M | 0.00% | −162,279−72.3% | Reduced |
| Bourne Lent Asset Management Inc | 61,560 | $2.77M | 1.12% | +3,300+5.7% | Added |
| Captrust Financial Advisors | 48,967 | $2.20M | 0.01% | +14,286+41.2% | Added |
| Granahan Investment Management Inc | 45,659 | $2.05M | 0.07% | +35,288+340.3% | Added |
| Tanaka Capital Management Inc | 41,537 | $1.87M | 4.60% | 00.0% | Unchanged |
| LPL Financial LLC | 40,817 | $1.84M | 0.00% | +8,214+25.2% | Added |
| Penserra Capital Management LLC | 40,524 | $1.82M | 0.02% | +40,524 | New |
| Sculptor Capital LP | 39,700 | $1.79M | 0.04% | +39,700 | New |
| Hunter Associates Investment Management LLC | 39,474 | $1.77M | 0.30% | +16,300+70.3% | Added |
| Marathon Capital Management | 38,940 | $1.75M | 0.42% | +38,940 | New |
| L & S Advisors Inc | 37,766 | $1.70M | 0.19% | +37,766 | New |
| Dimensional Fund Advisors LP | 34,952 | $1.57M | 0.00% | +9,263+36.1% | Added |
| Raymond James Trust N.A. | 34,222 | $1.54M | 0.04% | +1,022+3.1% | Added |
| Blair William & Co | 33,365 | $1.50M | 0.00% | +26,925+418.1% | Added |
| Swiss National Bank | 33,000 | $1.49M | 0.00% | +1,100+3.4% | Added |
| Cubist Systematic Strategies, LLC | 32,784 | $1.48M | 0.02% | −177,981−84.4% | Reduced |
| Credit Suisse AG | 31,394 | $1.41M | 0.00% | +9,400+42.7% | Added |
| Options Solutions, LLC | 30,815 | $1.39M | 0.79% | +30,815 | New |
| Jane Street Group, LLC | 30,581 | $1.38M | 0.00% | −116,283−79.2% | Reduced |
| D.A. Davidson & Co. | 27,825 | $1.25M | 0.01% | +27,825 | New |
| Group One Trading, L.P. | 26,358 | $1.19M | 0.04% | +26,358 | New |
| Arrowstreet Capital, Limited Partnership | 25,739 | $1.16M | 0.00% | −210,296−89.1% | Reduced |
| Stifel Financial Corp | 25,345 | $1.14M | 0.00% | −849−3.2% | Reduced |
| AlphaCentric Advisors LLC | 25,000 | $1.13M | 0.68% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 24,516 | $1.10M | 0.22% | +2,490+11.3% | Added |
| Steward Partners Investment Advisory, LLC | 24,385 | $1.10M | 0.01% | +7,111+41.2% | Added |
| Royce & Associates LP | 23,500 | $1.06M | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 22,861 | $1.03M | 0.00% | −2,716−10.6% | Reduced |
| Cetera Investment Advisers | 21,566 | $970.5K | 0.00% | +21,566 | New |
| Commonwealth Equity Services, LLC | 20,519 | $923.0K | 0.00% | −23,525−53.4% | Reduced |
| Vista Investment Partners LLC | 20,496 | $922.3K | 0.32% | +2,046+11.1% | Added |
| National Philanthropic Trust | 19,500 | $877.5K | 0.02% | −20,000−50.6% | Reduced |
| First Dallas Securities Inc. | 19,300 | $869.0K | 0.40% | +7,300+60.8% | Added |
| Engineers Gate Manager LP | 18,488 | $832.0K | 0.02% | −20,620−52.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 17,541 | $789.3K | 0.00% | −2,145−10.9% | Reduced |
| Western Wealth Management, LLC | 17,150 | $771.8K | 0.06% | +17,150 | New |
| Virtu Financial LLC | 17,116 | $770.0K | 0.06% | +17,116 | New |
| Retirement Planning Co of New England, Inc. | 16,765 | $754.4K | 0.41% | +16,765 | New |
| Comerica Bank | 16,641 | $748.8K | 0.00% | +15,491+1,347.0% | Added |
| Pinnacle Associates Ltd | 16,115 | $725.2K | 0.01% | +5,890+57.6% | Added |
| Envestnet Asset Management Inc | 15,568 | $700.6K | 0.00% | +7,303+88.4% | Added |