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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 521 | $23 | 0.00% | +521 | New |
| JFS Wealth Advisors, LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 5 | $225 | 0.00% | +5 | New |
| ICA Group Wealth Management, LLC | 5 | $225 | 0.00% | +5 | New |
| Principal Securities, Inc. | 8 | $360 | 0.00% | +8 | New |
| First Horizon Advisors, Inc. | 12 | $540 | 0.00% | +12 | New |
| Clean Yield Group | 20 | $900 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 20 | $909 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 22 | $990 | 0.00% | +22 | New |
| Harbour Investments, Inc. | 25 | $1.13K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 27 | $1.22K | 0.00% | +27 | New |
| Colonial Trust Co | 27 | $1.22K | 0.00% | +27 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 38 | $1.71K | 0.00% | +38 | New |
| Rothschild Investment LLC | 40 | $1.80K | 0.00% | +40 | New |
| Larson Financial Group LLC | 40 | $1.80K | 0.00% | +40 | New |
| NVWM, LLC | 50 | $2.25K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 61 | $2.75K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 68 | $3.06K | 0.00% | +4+6.3% | Added |
| Ci Investments Inc. | 91 | $4.00K | 0.00% | +91 | New |
| Clear Point Advisors Inc. | 90 | $4.05K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 100 | $4.50K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 100 | $4.50K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 100 | $4.50K | 0.00% | +100 | New |
| First Manhattan Co | 125 | $5.63K | 0.00% | +50+66.7% | Added |
| Optimum Investment Advisors | 150 | $6.75K | 0.00% | +150 | New |
| Wolff Wiese Magana LLC | 155 | $6.97K | 0.01% | −4,480−96.7% | Reduced |
| Trust Co of Vermont | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 190 | $9.00K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $9.00K | 0.00% | +200 | New |
| Caitlin John, LLC | 200 | $9.00K | 0.01% | +200 | New |
| Sunbelt Securities, Inc. | 220 | $9.90K | 0.00% | +220 | New |
| Rhumbline Advisers | 294 | $13.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $13.5K | 0.00% | +300 | New |
| Main Street Group, LTD | 300 | $13.6K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 304 | $13.8K | 0.00% | +304 | New |
| First Personal Financial Services | 310 | $13.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 342 | $15.0K | 0.00% | +342 | New |
| Fifth Third Bancorp | 350 | $15.8K | 0.00% | +287+455.6% | Added |
| Walleye Capital LLC | 458 | $20.6K | 0.00% | −14,099−96.9% | Reduced |
| Bogart Wealth, LLC | 500 | $22.5K | 0.00% | +500 | New |
| Hanson & Doremus Investment Management | 500 | $23.0K | 0.00% | +500 | New |
| GWM Advisors LLC | 586 | $26.4K | 0.00% | +536+1,072.0% | Added |
| Tower Research Capital LLC (TRC) | 598 | $26.9K | 0.00% | −5,807−90.7% | Reduced |
| NBC Securities, Inc. | 638 | $28.0K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 640 | $28.8K | 0.01% | −1,010−61.2% | Reduced |
| RiverPark Advisors, LLC | 823 | $37.0K | 0.03% | +823 | New |
| PEAK6 Investments LLC | 830 | $37.4K | 0.00% | +830 | New |
| Providence Capital Advisors, LLC | 1,000 | $45.0K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $45.0K | 0.03% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,000 | $45.0K | 0.03% | +850+566.7% | Added |
| Clearstead Advisors, LLC | 1,100 | $47.0K | 0.00% | +1,100 | New |
| Global Retirement Partners, LLC | 1,056 | $47.5K | 0.00% | +660+166.7% | Added |
| Ramirez Asset Management, Inc. | 1,100 | $49.5K | 0.01% | +1,100 | New |
| TFC Financial Management | 1,151 | $51.8K | 0.01% | −75−6.1% | Reduced |
| Centerpoint Advisors, LLC | 1,200 | $54.0K | 0.02% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,204 | $54.2K | 0.00% | +1,204 | New |
| Carolinas Wealth Consulting LLC | 1,207 | $54.3K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,300 | $59.0K | 0.00% | +797+158.4% | Added |
| RFP Financial Group LLC | 1,382 | $62.2K | 0.02% | +242+21.2% | Added |
| Deutsche Bank AG | 1,430 | $64.3K | 0.00% | +111+8.4% | Added |
| Federation des caisses Desjardins du Quebec | 1,576 | $70.9K | 0.00% | +661+72.2% | Added |
| Ostrum Asset Management | 1,618 | $72.8K | 0.01% | +1,618 | New |
| Farther Finance Advisors, LLC | 1,848 | $84.0K | 0.01% | +444+31.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,979 | $89.1K | 0.03% | +1,979 | New |
| Natixis Investment Managers International | 2,001 | $90.0K | 0.01% | +2,001 | New |
| EntryPoint Capital, LLC | 2,055 | $92.5K | 0.08% | −3,293−61.6% | Reduced |
| Avestar Capital, LLC | 2,400 | $108.0K | 0.01% | +2,400 | New |
| National Bank of Canada | 2,650 | $110.6K | 0.00% | +1,450+120.8% | Added |
| Sandia Investment Management LP | 2,500 | $112.5K | 0.11% | +2,500 | New |
| Advisors Asset Management, Inc. | 2,740 | $123.3K | 0.00% | +284+11.6% | Added |
| CoreCap Advisors, LLC | 3,691 | $166.1K | 0.01% | +3,691 | New |
| Crewe Advisors LLC | 4,200 | $189.0K | 0.02% | +4,050+2,700.0% | Added |
| Prestige Wealth Management Group LLC | 4,425 | $199.1K | 0.04% | +4,425 | New |
| Arizona State Retirement System | 4,602 | $207.1K | 0.00% | +80+1.8% | Added |
| 1492 Capital Management LLC | 4,758 | $214.1K | 0.12% | +3+0.1% | Added |
| Millennium Management LLC | 4,940 | $222.3K | 0.00% | −712,578−99.3% | Reduced |
| K2 Principal Fund, L.P. | 5,000 | $225.0K | 0.05% | +5,000 | New |
| Sigma Planning Corp | 5,015 | $225.7K | 0.01% | +5,015 | New |
| Greenwood Capital Associates LLC | 5,066 | $228.0K | 0.03% | +5,066 | New |
| M&T Bank Corp | 5,127 | $230.7K | 0.00% | +5,127 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,179 | $233.1K | 0.00% | +304+6.2% | Added |
| Willis Johnson & Associates, Inc. | 5,200 | $234.0K | 0.02% | +200+4.0% | Added |
| Ensign Peak Advisors, Inc | 5,203 | $234.1K | 0.00% | +5,203 | New |
| Armstrong Advisory Group, Inc | 4,647 | $238.5K | 0.02% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 5,302 | $238.6K | 0.00% | +92+1.8% | Added |
| CI Private Wealth, LLC | 5,350 | $240.8K | 0.00% | +305+6.0% | Added |
| Financial Sense Advisors, Inc. | 5,490 | $247.1K | 0.09% | +5,490 | New |
| Vontobel Holding Ltd. | 5,500 | $247.5K | 0.00% | +1,290+30.6% | Added |
| Cutler Group LP | 5,686 | $255.0K | 0.13% | −2,607−31.4% | Reduced |
| Dark Forest Capital Management LP | 5,782 | $260.2K | 0.04% | +5,782 | New |
| Elite Wealth Management, Inc. | 5,990 | $269.6K | 0.07% | −193−3.1% | Reduced |
| Pathstone Holdings, LLC | 6,021 | $270.9K | 0.00% | +13+0.2% | Added |
| Cipher Capital LP | 6,035 | $271.6K | 0.13% | −1,190−16.5% | Reduced |
| Kestra Advisory Services, LLC | 6,119 | $275.4K | 0.00% | +6,119 | New |
| Belvedere Trading LLC | 6,274 | $282.3K | 0.02% | +6,274 | New |
| Leonteq Securities AG | 6,301 | $283.5K | 0.04% | +649+11.5% | Added |
| Moors & Cabot, Inc. | 6,500 | $292.5K | 0.02% | +6,500 | New |
| Vident Advisory, LLC | 6,695 | $301.3K | 0.01% | +6,695 | New |
| Toth Financial Advisory Corp | 6,700 | $301.5K | 0.04% | +6,700 | New |
| Goldman Sachs Group Inc | 6,753 | $303.9K | 0.00% | −312,945−97.9% | Reduced |