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 |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 7,232 | $325.4K | 0.00% | −108,007−93.7% | Reduced |
| Stephens Inc | 7,300 | $328.5K | 0.01% | +7,300 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,781 | $350.1K | 0.01% | +7,781 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 7,829 | $352.3K | 0.00% | +7,829 | New |
| Manufacturers Life Insurance Company, The | 7,976 | $358.9K | 0.00% | +7,976 | New |
| Calamos Advisors LLC | 8,104 | $364.7K | 0.00% | +8,104 | New |
| Oppenheimer & Co Inc | 8,144 | $366.5K | 0.01% | +8,144 | New |
| Integrated Wealth Concepts LLC | 8,220 | $369.9K | 0.01% | +1,785+27.7% | Added |
| Janus Henderson Group PLC | 8,249 | $370.9K | 0.00% | +18+0.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,063 | $407.8K | 0.00% | +9,063 | New |
| Williamson Legacy Group, LLC | 9,194 | $413.7K | 0.32% | +3,179+52.9% | Added |
| MML Investors Services, LLC | 9,388 | $422.0K | 0.00% | +2,517+36.6% | Added |
| Atria Wealth Solutions, Inc. | 9,406 | $423.3K | 0.00% | +9,406 | New |
| Citigroup Inc | 9,437 | $424.7K | 0.00% | +1,508+19.0% | Added |
| APG Asset Management N.V. | 10,239 | $426.6K | 0.00% | +10,239 | New |
| Avantax Advisory Services, Inc. | 9,737 | $438.2K | 0.00% | +3,160+48.0% | Added |
| Amundi | 11,809 | $473.4K | 0.00% | +22+0.2% | Added |
| Concentric Capital Strategies, LP | 10,554 | $474.9K | 0.03% | +10,554 | New |
| JPMorgan Chase & Co | 10,732 | $482.9K | 0.00% | −5,113−32.3% | Reduced |
| XTX Topco Ltd | 10,885 | $489.8K | 0.07% | +10,885 | New |
| Register Financial Advisors LLC | 11,200 | $504.0K | 0.26% | +6,200+124.0% | Added |
| Verition Fund Management LLC | 11,364 | $511.4K | 0.00% | +5,263+86.3% | Added |
| Handelsbanken Fonder AB | 11,600 | $522.0K | 0.00% | +6,700+136.7% | Added |
| The PNC Financial Services Group, Inc. | 11,632 | $523.4K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 12,400 | $558.0K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 12,973 | $583.8K | 0.31% | +8,368+181.7% | Added |
| Pinebridge Investments, L.P. | 13,500 | $606.7K | 0.00% | −128,629−90.5% | Reduced |
| US Bancorp | 13,495 | $607.3K | 0.00% | +151+1.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 13,935 | $627.1K | 0.00% | −654−4.5% | Reduced |
| Quent Capital, LLC | 14,300 | $643.5K | 0.08% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 14,606 | $657.3K | 0.01% | +14,606 | New |
| Advisor Group Holdings, Inc. | 14,823 | $667.0K | 0.00% | +1,734+13.2% | Added |
| California State Teachers Retirement System | 15,057 | $677.6K | 0.00% | +654+4.5% | Added |
| HighTower Advisors, LLC | 15,200 | $690.0K | 0.00% | +4,460+41.5% | Added |
| Lattice Capital Management, LLC | 15,500 | $697.5K | 0.71% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15,568 | $700.6K | 0.00% | +7,303+88.4% | Added |
| Pinnacle Associates Ltd | 16,115 | $725.2K | 0.01% | +5,890+57.6% | Added |
| Comerica Bank | 16,641 | $748.8K | 0.00% | +15,491+1,347.0% | Added |
| Retirement Planning Co of New England, Inc. | 16,765 | $754.4K | 0.41% | +16,765 | New |
| Virtu Financial LLC | 17,116 | $770.0K | 0.06% | +17,116 | New |
| Western Wealth Management, LLC | 17,150 | $771.8K | 0.06% | +17,150 | New |
| Wealth Enhancement Advisory Services, LLC | 17,541 | $789.3K | 0.00% | −2,145−10.9% | Reduced |
| Engineers Gate Manager LP | 18,488 | $832.0K | 0.02% | −20,620−52.7% | Reduced |
| First Dallas Securities Inc. | 19,300 | $869.0K | 0.40% | +7,300+60.8% | Added |
| National Philanthropic Trust | 19,500 | $877.5K | 0.02% | −20,000−50.6% | Reduced |
| Vista Investment Partners LLC | 20,496 | $922.3K | 0.32% | +2,046+11.1% | Added |
| Commonwealth Equity Services, LLC | 20,519 | $923.0K | 0.00% | −23,525−53.4% | Reduced |
| Cetera Investment Advisers | 21,566 | $970.5K | 0.00% | +21,566 | New |
| State of Wisconsin Investment Board | 22,861 | $1.03M | 0.00% | −2,716−10.6% | Reduced |
| Royce & Associates LP | 23,500 | $1.06M | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 24,385 | $1.10M | 0.01% | +7,111+41.2% | Added |
| Essex Investment Management Co LLC | 24,516 | $1.10M | 0.22% | +2,490+11.3% | Added |
| AlphaCentric Advisors LLC | 25,000 | $1.13M | 0.68% | 00.0% | Unchanged |
| Stifel Financial Corp | 25,345 | $1.14M | 0.00% | −849−3.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 25,739 | $1.16M | 0.00% | −210,296−89.1% | Reduced |
| Group One Trading, L.P. | 26,358 | $1.19M | 0.04% | +26,358 | New |
| D.A. Davidson & Co. | 27,825 | $1.25M | 0.01% | +27,825 | New |
| Jane Street Group, LLC | 30,581 | $1.38M | 0.00% | −116,283−79.2% | Reduced |
| Options Solutions, LLC | 30,815 | $1.39M | 0.79% | +30,815 | New |
| Credit Suisse AG | 31,394 | $1.41M | 0.00% | +9,400+42.7% | Added |
| Cubist Systematic Strategies, LLC | 32,784 | $1.48M | 0.02% | −177,981−84.4% | Reduced |
| Swiss National Bank | 33,000 | $1.49M | 0.00% | +1,100+3.4% | Added |
| Blair William & Co | 33,365 | $1.50M | 0.00% | +26,925+418.1% | Added |
| Raymond James Trust N.A. | 34,222 | $1.54M | 0.04% | +1,022+3.1% | Added |
| Dimensional Fund Advisors LP | 34,952 | $1.57M | 0.00% | +9,263+36.1% | Added |
| L & S Advisors Inc | 37,766 | $1.70M | 0.19% | +37,766 | New |
| Marathon Capital Management | 38,940 | $1.75M | 0.42% | +38,940 | New |
| Hunter Associates Investment Management LLC | 39,474 | $1.77M | 0.30% | +16,300+70.3% | Added |
| Sculptor Capital LP | 39,700 | $1.79M | 0.04% | +39,700 | New |
| Penserra Capital Management LLC | 40,524 | $1.82M | 0.02% | +40,524 | New |
| LPL Financial LLC | 40,817 | $1.84M | 0.00% | +8,214+25.2% | Added |
| Tanaka Capital Management Inc | 41,537 | $1.87M | 4.60% | 00.0% | Unchanged |
| Granahan Investment Management Inc | 45,659 | $2.05M | 0.07% | +35,288+340.3% | Added |
| Captrust Financial Advisors | 48,967 | $2.20M | 0.01% | +14,286+41.2% | Added |
| Bourne Lent Asset Management Inc | 61,560 | $2.77M | 1.12% | +3,300+5.7% | Added |
| Bank of America Corp | 62,147 | $2.80M | 0.00% | −162,279−72.3% | Reduced |
| Twinbeech Capital LP | 62,482 | $2.81M | 0.06% | +62,482 | New |
| Simplex Trading, LLC | 62,960 | $2.83M | 0.08% | +62,960 | New |
| Nicholas Investment Partners, LP | 65,089 | $2.93M | 0.30% | −96,519−59.7% | Reduced |
| Taylor Frigon Capital Management LLC | 66,962 | $3.01M | 1.44% | +4,400+7.0% | Added |
| Adage Capital Partners GP, L.L.C. | 69,408 | $3.12M | 0.01% | +29,408+73.5% | Added |
| Northern Trust Corp | 70,053 | $3.15M | 0.00% | +31,719+82.7% | Added |
| Next Century Growth Investors LLC | 71,812 | $3.23M | 0.28% | +66,545+1,263.4% | Added |
| Bank of New York Mellon Corp | 73,649 | $3.31M | 0.00% | +5,721+8.4% | Added |
| Capstone Investment Advisors, LLC | 73,658 | $3.31M | 0.06% | +73,658 | New |
| Sandler Capital Management | 76,449 | $3.44M | 0.42% | +76,449 | New |
| Washington Harbour Partners LP | 85,300 | $3.84M | 6.22% | +26,700+45.6% | Added |
| Royal Bank of Canada | 85,836 | $3.86M | 0.00% | +17,012+24.7% | Added |
| Baird Financial Group, Inc. | 91,696 | $4.13M | 0.01% | +28,659+45.5% | Added |
| Hussman Strategic Advisors, Inc. | 94,500 | $4.25M | 0.99% | +31,500+50.0% | Added |
| Voloridge Investment Management, LLC | 94,886 | $4.27M | 0.02% | −787,848−89.3% | Reduced |
| Two Sigma Investments, LP | 97,341 | $4.38M | 0.01% | −379,522−79.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 97,509 | $4.39M | 0.01% | +63,845+189.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 104,069 | $4.49M | 1.77% | +104,069 | New |
| Ghisallo Capital Management LLC | 100,000 | $4.50M | 0.51% | +100,000 | New |
| Alyeska Investment Group, L.P. | 103,217 | $4.64M | 0.03% | +103,217 | New |
| Monashee Investment Management LLC | 105,161 | $4.73M | 0.56% | +105,161 | New |
| Scopus Asset Management, L.P. | 107,534 | $4.84M | 0.16% | +15,000+16.2% | Added |
| UBS Group AG | 108,656 | $4.89M | 0.00% | +14,431+15.3% | Added |
| Voya Investment Management LLC | 111,570 | $5.02M | 0.00% | +111,570 | New |