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 |
|---|---|---|---|---|---|
| CIBC Private Wealth Group, LLC | 304 | $13.8K | 0.00% | +304 | New |
| Main Street Group, LTD | 300 | $13.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $13.5K | 0.00% | +300 | New |
| Rhumbline Advisers | 294 | $13.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 220 | $9.90K | 0.00% | +220 | New |
| 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 |
| Wolff Wiese Magana LLC | 155 | $6.97K | 0.01% | −4,480−96.7% | Reduced |
| Optimum Investment Advisors | 150 | $6.75K | 0.00% | +150 | New |
| First Manhattan Co | 125 | $5.63K | 0.00% | +50+66.7% | Added |
| 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 |
| Clear Point Advisors Inc. | 90 | $4.05K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 91 | $4.00K | 0.00% | +91 | New |
| Pacer Advisors, Inc. | 68 | $3.06K | 0.00% | +4+6.3% | Added |
| Quadrant Capital Group LLC | 61 | $2.75K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 50 | $2.25K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $1.80K | 0.00% | +40 | New |
| Larson Financial Group LLC | 40 | $1.80K | 0.00% | +40 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 38 | $1.71K | 0.00% | +38 | New |
| Colonial Trust Co | 27 | $1.22K | 0.00% | +27 | New |
| Quest Partners LLC | 27 | $1.22K | 0.00% | +27 | New |
| Harbour Investments, Inc. | 25 | $1.13K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 22 | $990 | 0.00% | +22 | New |
| Global Financial Private Client, LLC | 20 | $909 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $900 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 12 | $540 | 0.00% | +12 | New |
| Principal Securities, Inc. | 8 | $360 | 0.00% | +8 | New |
| Sandy Spring Bank | 5 | $225 | 0.00% | +5 | New |
| ICA Group Wealth Management, LLC | 5 | $225 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 521 | $23 | 0.00% | +521 | New |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −1,055,400−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −216,010−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −134,200−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −120,407−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −87,070−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −87,068−100.0% | Sold out |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −62,500−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −59,634−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −50,025−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −44,851−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −41,407−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −39,438−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Alden Global Capital LLC | 0 | $0 | 0.00% | −37,623−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −32,523−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −27,566−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −18,319−100.0% | Sold out |
| New World Advisors LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| New York State Common Retirement Fund | 0 | $0 | 0.00% | −12,816−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −12,244−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,983−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −10,902−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −10,539−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,634−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −7,531−100.0% | Sold out |
| Stonegate Investment Group, LLC | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −6,016−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,902−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −5,805−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −5,642−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,728−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −4,625−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −4,513−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −4,456−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −3,133−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,647−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,133−100.0% | Sold out |
| Symmetry Peak Management LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Aspect Partners, LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −9−100.0% | Sold out |