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 |
|---|---|---|---|---|---|
| Lattice Capital Management, LLC | 15,500 | $697.5K | 0.71% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,200 | $690.0K | 0.00% | +4,460+41.5% | Added |
| California State Teachers Retirement System | 15,057 | $677.6K | 0.00% | +654+4.5% | Added |
| Advisor Group Holdings, Inc. | 14,823 | $667.0K | 0.00% | +1,734+13.2% | Added |
| Wolverine Trading, LLC | 14,606 | $657.3K | 0.01% | +14,606 | New |
| Quent Capital, LLC | 14,300 | $643.5K | 0.08% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 13,935 | $627.1K | 0.00% | −654−4.5% | Reduced |
| US Bancorp | 13,495 | $607.3K | 0.00% | +151+1.1% | Added |
| Pinebridge Investments, L.P. | 13,500 | $606.7K | 0.00% | −128,629−90.5% | Reduced |
| Scientech Research LLC | 12,973 | $583.8K | 0.31% | +8,368+181.7% | Added |
| UBS Asset Management Americas Inc | 12,400 | $558.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11,632 | $523.4K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 11,600 | $522.0K | 0.00% | +6,700+136.7% | Added |
| Verition Fund Management LLC | 11,364 | $511.4K | 0.00% | +5,263+86.3% | Added |
| Register Financial Advisors LLC | 11,200 | $504.0K | 0.26% | +6,200+124.0% | Added |
| XTX Topco Ltd | 10,885 | $489.8K | 0.07% | +10,885 | New |
| JPMorgan Chase & Co | 10,732 | $482.9K | 0.00% | −5,113−32.3% | Reduced |
| Concentric Capital Strategies, LP | 10,554 | $474.9K | 0.03% | +10,554 | New |
| Amundi | 11,809 | $473.4K | 0.00% | +22+0.2% | Added |
| Avantax Advisory Services, Inc. | 9,737 | $438.2K | 0.00% | +3,160+48.0% | Added |
| APG Asset Management N.V. | 10,239 | $426.6K | 0.00% | +10,239 | New |
| Citigroup Inc | 9,437 | $424.7K | 0.00% | +1,508+19.0% | Added |
| Atria Wealth Solutions, Inc. | 9,406 | $423.3K | 0.00% | +9,406 | New |
| MML Investors Services, LLC | 9,388 | $422.0K | 0.00% | +2,517+36.6% | Added |
| Williamson Legacy Group, LLC | 9,194 | $413.7K | 0.32% | +3,179+52.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,063 | $407.8K | 0.00% | +9,063 | New |
| Janus Henderson Group PLC | 8,249 | $370.9K | 0.00% | +18+0.2% | Added |
| Integrated Wealth Concepts LLC | 8,220 | $369.9K | 0.01% | +1,785+27.7% | Added |
| Oppenheimer & Co Inc | 8,144 | $366.5K | 0.01% | +8,144 | New |
| Calamos Advisors LLC | 8,104 | $364.7K | 0.00% | +8,104 | New |
| Manufacturers Life Insurance Company, The | 7,976 | $358.9K | 0.00% | +7,976 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 7,829 | $352.3K | 0.00% | +7,829 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,781 | $350.1K | 0.01% | +7,781 | New |
| Stephens Inc | 7,300 | $328.5K | 0.01% | +7,300 | New |
| Point72 Asset Management, L.P. | 7,232 | $325.4K | 0.00% | −108,007−93.7% | Reduced |
| Goldman Sachs Group Inc | 6,753 | $303.9K | 0.00% | −312,945−97.9% | Reduced |
| Toth Financial Advisory Corp | 6,700 | $301.5K | 0.04% | +6,700 | New |
| Vident Advisory, LLC | 6,695 | $301.3K | 0.01% | +6,695 | New |
| Moors & Cabot, Inc. | 6,500 | $292.5K | 0.02% | +6,500 | New |
| Leonteq Securities AG | 6,301 | $283.5K | 0.04% | +649+11.5% | Added |
| Belvedere Trading LLC | 6,274 | $282.3K | 0.02% | +6,274 | New |
| Kestra Advisory Services, LLC | 6,119 | $275.4K | 0.00% | +6,119 | New |
| Cipher Capital LP | 6,035 | $271.6K | 0.13% | −1,190−16.5% | Reduced |
| Pathstone Holdings, LLC | 6,021 | $270.9K | 0.00% | +13+0.2% | Added |
| Elite Wealth Management, Inc. | 5,990 | $269.6K | 0.07% | −193−3.1% | Reduced |
| Dark Forest Capital Management LP | 5,782 | $260.2K | 0.04% | +5,782 | New |
| Cutler Group LP | 5,686 | $255.0K | 0.13% | −2,607−31.4% | Reduced |
| Vontobel Holding Ltd. | 5,500 | $247.5K | 0.00% | +1,290+30.6% | Added |
| Financial Sense Advisors, Inc. | 5,490 | $247.1K | 0.09% | +5,490 | New |
| CI Private Wealth, LLC | 5,350 | $240.8K | 0.00% | +305+6.0% | Added |
| Cresset Asset Management, LLC | 5,302 | $238.6K | 0.00% | +92+1.8% | Added |
| Armstrong Advisory Group, Inc | 4,647 | $238.5K | 0.02% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 5,203 | $234.1K | 0.00% | +5,203 | New |
| Willis Johnson & Associates, Inc. | 5,200 | $234.0K | 0.02% | +200+4.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,179 | $233.1K | 0.00% | +304+6.2% | Added |
| M&T Bank Corp | 5,127 | $230.7K | 0.00% | +5,127 | New |
| Greenwood Capital Associates LLC | 5,066 | $228.0K | 0.03% | +5,066 | New |
| Sigma Planning Corp | 5,015 | $225.7K | 0.01% | +5,015 | New |
| K2 Principal Fund, L.P. | 5,000 | $225.0K | 0.05% | +5,000 | New |
| Millennium Management LLC | 4,940 | $222.3K | 0.00% | −712,578−99.3% | Reduced |
| 1492 Capital Management LLC | 4,758 | $214.1K | 0.12% | +3+0.1% | Added |
| Arizona State Retirement System | 4,602 | $207.1K | 0.00% | +80+1.8% | Added |
| Prestige Wealth Management Group LLC | 4,425 | $199.1K | 0.04% | +4,425 | New |
| Crewe Advisors LLC | 4,200 | $189.0K | 0.02% | +4,050+2,700.0% | Added |
| CoreCap Advisors, LLC | 3,691 | $166.1K | 0.01% | +3,691 | New |
| Advisors Asset Management, Inc. | 2,740 | $123.3K | 0.00% | +284+11.6% | Added |
| Sandia Investment Management LP | 2,500 | $112.5K | 0.11% | +2,500 | New |
| National Bank of Canada | 2,650 | $110.6K | 0.00% | +1,450+120.8% | Added |
| Avestar Capital, LLC | 2,400 | $108.0K | 0.01% | +2,400 | New |
| EntryPoint Capital, LLC | 2,055 | $92.5K | 0.08% | −3,293−61.6% | Reduced |
| Natixis Investment Managers International | 2,001 | $90.0K | 0.01% | +2,001 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,979 | $89.1K | 0.03% | +1,979 | New |
| Farther Finance Advisors, LLC | 1,848 | $84.0K | 0.01% | +444+31.6% | Added |
| Ostrum Asset Management | 1,618 | $72.8K | 0.01% | +1,618 | New |
| Federation des caisses Desjardins du Quebec | 1,576 | $70.9K | 0.00% | +661+72.2% | Added |
| Deutsche Bank AG | 1,430 | $64.3K | 0.00% | +111+8.4% | Added |
| RFP Financial Group LLC | 1,382 | $62.2K | 0.02% | +242+21.2% | Added |
| Van Eck Associates Corp | 1,300 | $59.0K | 0.00% | +797+158.4% | Added |
| Carolinas Wealth Consulting LLC | 1,207 | $54.3K | 0.01% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,204 | $54.2K | 0.00% | +1,204 | New |
| Centerpoint Advisors, LLC | 1,200 | $54.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 1,151 | $51.8K | 0.01% | −75−6.1% | Reduced |
| Ramirez Asset Management, Inc. | 1,100 | $49.5K | 0.01% | +1,100 | New |
| Global Retirement Partners, LLC | 1,056 | $47.5K | 0.00% | +660+166.7% | Added |
| Clearstead Advisors, LLC | 1,100 | $47.0K | 0.00% | +1,100 | 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 |
| PEAK6 Investments LLC | 830 | $37.4K | 0.00% | +830 | New |
| RiverPark Advisors, LLC | 823 | $37.0K | 0.03% | +823 | New |
| Rakuten Securities, Inc. | 640 | $28.8K | 0.01% | −1,010−61.2% | Reduced |
| NBC Securities, Inc. | 638 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 598 | $26.9K | 0.00% | −5,807−90.7% | Reduced |
| GWM Advisors LLC | 586 | $26.4K | 0.00% | +536+1,072.0% | Added |
| Hanson & Doremus Investment Management | 500 | $23.0K | 0.00% | +500 | New |
| Bogart Wealth, LLC | 500 | $22.5K | 0.00% | +500 | New |
| Walleye Capital LLC | 458 | $20.6K | 0.00% | −14,099−96.9% | Reduced |
| Fifth Third Bancorp | 350 | $15.8K | 0.00% | +287+455.6% | Added |
| CWM, LLC | 342 | $15.0K | 0.00% | +342 | New |
| First Personal Financial Services | 310 | $13.9K | 0.00% | 00.0% | Unchanged |