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Livermore
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 11 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.

Q1 2024 vs. Q4 2023

How the institutions holding Symbotic Inc. changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of SYM: Q4 2023 compared with Q1 2024
MeasureQ4 2023Q1 2024Change
Holders198235+37
Shares65.2M76.1M+10.9M (+16.7%)
Value$3.35B$3.41B+$64.4M (+1.9%)

New holders (86)

Institutions that held Symbotic Inc. at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to SYM in Q1 2024
InstitutionSharesValue% of portfolio
Baillie Gifford & Co9,483,371$426.8M0.33%
J. Goldman & Co LP469,440$21.1M0.96%
AXA S.A.387,490$17.4M0.05%
Thematics Asset Management383,038$17.2M0.72%
Mitsubishi UFJ Trust & Banking Corp271,529$12.2M0.03%
Canada Pension Plan Investment Board266,200$12.0M0.01%
Anomaly Capital Management, LP126,134$5.68M0.20%
Man Group plc121,856$5.48M0.01%
Voya Investment Management LLC111,570$5.02M0.00%
Monashee Investment Management LLC105,161$4.73M0.56%
Alyeska Investment Group, L.P.103,217$4.64M0.03%
Ghisallo Capital Management LLC100,000$4.50M0.51%
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna104,069$4.49M1.77%
Sandler Capital Management76,449$3.44M0.42%
Capstone Investment Advisors, LLC73,658$3.31M0.06%
Simplex Trading, LLC62,960$2.83M0.08%
Twinbeech Capital LP62,482$2.81M0.06%
Penserra Capital Management LLC40,524$1.82M0.02%
Sculptor Capital LP39,700$1.79M0.04%
Marathon Capital Management38,940$1.75M0.42%
L & S Advisors Inc37,766$1.70M0.19%
Options Solutions, LLC30,815$1.39M0.79%
D.A. Davidson & Co.27,825$1.25M0.01%
Group One Trading, L.P.26,358$1.19M0.04%
Cetera Investment Advisers21,566$970.5K0.00%
Western Wealth Management, LLC17,150$771.8K0.06%
Virtu Financial LLC17,116$770.0K0.06%
Retirement Planning Co of New England, Inc.16,765$754.4K0.41%
Wolverine Trading, LLC14,606$657.3K0.01%
XTX Topco Ltd10,885$489.8K0.07%
Concentric Capital Strategies, LP10,554$474.9K0.03%
APG Asset Management N.V.10,239$426.6K0.00%
Atria Wealth Solutions, Inc.9,406$423.3K0.00%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main9,063$407.8K0.00%
Oppenheimer & Co Inc8,144$366.5K0.01%
Calamos Advisors LLC8,104$364.7K0.00%
Manufacturers Life Insurance Company, The7,976$358.9K0.00%
Healthcare of Ontario Pension Plan Trust Fund7,829$352.3K0.00%
Maverick Capital LtdSuperinvestorMaverick Capital7,781$350.1K0.01%
Stephens Inc7,300$328.5K0.01%
Toth Financial Advisory Corp6,700$301.5K0.04%
Vident Advisory, LLC6,695$301.3K0.01%
Moors & Cabot, Inc.6,500$292.5K0.02%
Belvedere Trading LLC6,274$282.3K0.02%
Kestra Advisory Services, LLC6,119$275.4K0.00%
Dark Forest Capital Management LP5,782$260.2K0.04%
Financial Sense Advisors, Inc.5,490$247.1K0.09%
Ensign Peak Advisors, Inc5,203$234.1K0.00%
M&T Bank Corp5,127$230.7K0.00%
Greenwood Capital Associates LLC5,066$228.0K0.03%
Sigma Planning Corp5,015$225.7K0.01%
K2 Principal Fund, L.P.5,000$225.0K0.05%
Prestige Wealth Management Group LLC4,425$199.1K0.04%
CoreCap Advisors, LLC3,691$166.1K0.01%
Sandia Investment Management LP2,500$112.5K0.11%
Avestar Capital, LLC2,400$108.0K0.01%
Natixis Investment Managers International2,001$90.0K0.01%
Annis Gardner Whiting Capital Advisors, LLC1,979$89.1K0.03%
Ostrum Asset Management1,618$72.8K0.01%
Qube Research & Technologies Ltd1,204$54.2K0.00%
Ramirez Asset Management, Inc.1,100$49.5K0.01%
Clearstead Advisors, LLC1,100$47.0K0.00%
PEAK6 Investments LLC830$37.4K0.00%
RiverPark Advisors, LLC823$37.0K0.03%
Hanson & Doremus Investment Management500$23.0K0.00%
Bogart Wealth, LLC500$22.5K0.00%
CWM, LLC342$15.0K0.00%
CIBC Private Wealth Group, LLC304$13.8K0.00%
Parallel Advisors, LLC300$13.5K0.00%
Sunbelt Securities, Inc.220$9.90K0.00%
Salem Investment Counselors Inc200$9.00K0.00%
Caitlin John, LLC200$9.00K0.01%
Optimum Investment Advisors150$6.75K0.00%
FSC Wealth Advisors, LLC100$4.50K0.00%
Ci Investments Inc.91$4.00K0.00%
Rothschild Investment LLC40$1.80K0.00%
Larson Financial Group LLC40$1.80K0.00%
Nelson, Van Denburg & Campbell Wealth Management Group, LLC38$1.71K0.00%
Colonial Trust Co27$1.22K0.00%
Quest Partners LLC27$1.22K0.00%
Gen-Wealth Partners Inc22$9900.00%
First Horizon Advisors, Inc.12$5400.00%
Principal Securities, Inc.8$3600.00%
Sandy Spring Bank5$2250.00%
ICA Group Wealth Management, LLC5$2250.00%
Macquarie Group Ltd521$230.00%

Sold out (49)

Institutions that held Symbotic Inc. at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of SYM in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
1832 Asset Management L.P.1,055,400$54.2M
Coatue Management LLCSuperinvestorCoatue Management216,010$11.1M
Two Sigma Advisers, LP134,200$6.89M
D. E. Shaw & Co., Inc.120,407$6.18M
Jump Financial, LLC87,070$4.47M
Lord, Abbett & Co. LLC87,068$4.47M
BOCHK Asset Management Ltd62,500$3.21M
Advisory Research Inc59,634$3.06M
Seven Eight Capital, LP50,025$2.57M
Dynamic Technology Lab Private Ltd44,851$2.30M
Dakota Wealth Management41,407$2.13M
Balyasny Asset Management LLC39,438$2.02M
Legacy Capital Wealth Partners, LLC38,000$1.95M
Alden Global Capital LLC37,623$1.93M
Quadrature Capital Ltd32,523$1.67M
Centiva Capital, LP27,566$1.41M
Capital Fund Management S.A.27,000$1.39M
FORA Capital, LLC18,319$940.3K
New World Advisors LLC15,000$770.0K
New York State Common Retirement Fund12,816$657.8K
Entropy Technologies, LP12,244$628.5K
Natixis Advisors, L.P.10,983$563.0K
Susquehanna Portfolio Strategies, LLC10,902$559.6K
Legato Capital Management LLC10,539$541.0K
Schonfeld Strategic Advisors LLC8,300$426.0K
Aigen Investment Management, LP7,634$391.9K
Cetera Advisors LLC7,531$386.6K
Stonegate Investment Group, LLC6,200$318.2K
Gotham Asset Management, LLC6,016$308.8K
Brevan Howard Capital Management LP5,902$302.9K
Squarepoint Ops LLC5,805$298.0K
Versor Investments LP5,700$292.6K
GTS Securities LLC5,642$289.6K
Gsa Capital Partners LLP4,728$243.0K
Cetera Advisor Networks LLC4,625$237.4K
Colonial River Wealth Management, LLC4,513$231.7K
AQR Capital Management LLC4,456$228.7K
Ossiam3,133$160.8K
Toronto Dominion Bank3,000$154.0K
SG Americas Securities, LLC2,647$136.0K
Advisory Services Network, LLC1,133$58.2K
Symmetry Peak Management LLC500$25.7K
Quarry LP455$23.4K
Natixis300$15.3K
Signaturefd, LLC200$10.3K
Aspect Partners, LLC74$3.80K
CarsonAllaria Wealth Management, Ltd.70$3.59K
Cape Investment Advisory, Inc.35$1.80K
Bell Investment Advisors, Inc9$462