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, Q2 2024
Institutional positions in Symbotic Inc. as of Jun 30, 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
- 240
- +9 vs. Q1 2024
- Shares held
- 82.5M
- +6.48M (+8.5%) vs. Q1 2024
- Total value
- $2.90B
- −$508.7M (−14.9%) vs. Q1 2024
- New holders
- 45
- 106 more added
- Sold out
- 36
- 53 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Softbank Group Corp | 39,825,312 | $1.40B | 7.03% | 00.0% | Unchanged |
| Baillie Gifford & Co | 10,660,949 | $374.8M | 0.29% | +1,177,578+12.4% | Added |
| SVF Sponsor III (DE) LLC | 9,090,000 | $319.6M | 100.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 3,174,819 | $111.6M | 0.00% | +748,399+30.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,229,614 | $43.2M | 0.10% | +1,229,614 | New |
| FMR LLC | 1,073,708 | $37.8M | 0.00% | +220,110+25.8% | Added |
| Citadel Advisors LLC | 1,041,609 | $36.6M | 0.04% | +775,230+291.0% | Added |
| Invesco Ltd. | 990,578 | $34.8M | 0.01% | −57,395−5.5% | Reduced |
| BlackRock Inc. | 980,080 | $34.5M | 0.00% | +266,562+37.4% | Added |
| Thematics Asset Management | 805,509 | $28.3M | 1.16% | +422,471+110.3% | Added |
| Canada Pension Plan Investment Board | 775,900 | $27.3M | 0.03% | +509,700+191.5% | Added |
| Raymond James & Associates | 668,103 | $23.5M | 0.02% | +51,712+8.4% | Added |
| Zevenbergen Capital Investments LLC | 653,609 | $23.0M | 0.49% | +292,442+81.0% | Added |
| Adage Capital Partners GP, L.L.C. | 598,000 | $21.0M | 0.04% | +528,592+761.6% | Added |
| Exchange Traded Concepts, LLC | 494,261 | $17.4M | 0.44% | +107,534+27.8% | Added |
| Geode Capital Management, LLC | 457,037 | $16.1M | 0.00% | +45,776+11.1% | Added |
| Frontier Capital Management Co LLC | 456,524 | $16.1M | 0.16% | +125,607+38.0% | Added |
| Morgan Stanley | 451,852 | $15.9M | 0.00% | +171,628+61.2% | Added |
| TCW Group Inc | 381,199 | $13.4M | 0.12% | −2,484−0.6% | Reduced |
| AXA S.A. | 380,194 | $13.4M | 0.04% | −7,296−1.9% | Reduced |
| Legal & General Group Plc | 361,849 | $12.7M | 0.00% | +75,389+26.3% | Added |
| S Squared Technology, LLC | 345,000 | $12.1M | 5.35% | +35,000+11.3% | Added |
| Millennium Management LLC | 335,649 | $11.8M | 0.01% | +330,709+6,694.5% | Added |
| First Trust Advisors LP | 327,913 | $11.5M | 0.01% | −232,124−41.4% | Reduced |
| State Street Corp | 311,245 | $10.9M | 0.00% | +71,131+29.6% | Added |
| Wells Fargo & Company | 293,111 | $10.3M | 0.00% | +33,797+13.0% | Added |
| Price T Rowe Associates Inc | 291,393 | $10.2M | 0.00% | −78,253−21.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 280,199 | $9.85M | 0.02% | +8,670+3.2% | Added |
| Hodges Capital Management Inc. | 270,736 | $9.52M | 0.64% | −45,155−14.3% | Reduced |
| Charles Schwab Investment Management Inc | 198,605 | $6.98M | 0.00% | +5,549+2.9% | Added |
| Driehaus Capital Management LLC | 195,498 | $6.87M | 0.07% | −23,904−10.9% | Reduced |
| Ensign Peak Advisors, Inc | 193,678 | $6.81M | 0.01% | +188,475+3,622.4% | Added |
| J. Goldman & Co LP | 164,708 | $5.79M | 0.22% | −304,732−64.9% | Reduced |
| Voya Investment Management LLC | 153,374 | $5.39M | 0.01% | +41,804+37.5% | Added |
| Cubist Systematic Strategies, LLC | 148,380 | $5.22M | 0.09% | +115,596+352.6% | Added |
| Alyeska Investment Group, L.P. | 128,217 | $4.51M | 0.03% | +25,000+24.2% | Added |
| Marshall Wace, LLP | 119,651 | $4.21M | 0.01% | +119,651 | New |
| Susquehanna International Group, LLP | 111,678 | $3.93M | 0.01% | −6,497−5.5% | Reduced |
| Two Sigma Investments, LP | 107,950 | $3.80M | 0.01% | +10,609+10.9% | Added |
| Scopus Asset Management, L.P. | 107,534 | $3.78M | 0.12% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 103,245 | $3.63M | 1.38% | −824−0.8% | Reduced |
| Trexquant Investment LP | 99,304 | $3.49M | 0.05% | +99,304 | New |
| Group One Trading, L.P. | 98,701 | $3.47M | 0.11% | +72,343+274.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 98,667 | $3.47M | 0.00% | +1,158+1.2% | Added |
| Baird Financial Group, Inc. | 97,174 | $3.42M | 0.01% | +5,478+6.0% | Added |
| Hussman Strategic Advisors, Inc. | 94,500 | $3.32M | 0.92% | 00.0% | Unchanged |
| Simplex Trading, LLC | 93,493 | $3.29M | 0.11% | +30,533+48.5% | Added |
| Royal Bank of Canada | 89,718 | $3.15M | 0.00% | +3,882+4.5% | Added |
| Twinbeech Capital LP | 84,341 | $2.97M | 0.06% | +21,859+35.0% | Added |
| Ameriprise Financial Inc | 82,628 | $2.91M | 0.00% | −65,215−44.1% | Reduced |
| Northern Trust Corp | 81,112 | $2.85M | 0.00% | +11,059+15.8% | Added |
| 1492 Capital Management LLC | 81,041 | $2.85M | 1.61% | +76,283+1,603.3% | Added |
| Bank of New York Mellon Corp | 80,707 | $2.84M | 0.00% | +7,058+9.6% | Added |
| UBS Asset Management Americas Inc | 74,115 | $2.61M | 0.00% | +61,715+497.7% | Added |
| Next Century Growth Investors LLC | 71,630 | $2.52M | 0.21% | −182−0.3% | Reduced |
| Swiss National Bank | 69,400 | $2.44M | 0.00% | +36,400+110.3% | Added |
| Taylor Frigon Capital Management LLC | 66,874 | $2.35M | 1.12% | −88−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 62,980 | $2.21M | 0.00% | +62,980 | New |
| Bourne Lent Asset Management Inc | 61,710 | $2.17M | 0.83% | +150+0.2% | Added |
| SG Americas Securities, LLC | 60,524 | $2.13M | 0.01% | +60,524 | New |
| Blair William & Co | 56,030 | $1.97M | 0.01% | +22,665+67.9% | Added |
| Captrust Financial Advisors | 52,586 | $1.85M | 0.01% | +3,619+7.4% | Added |
| UBS Group AG | 50,842 | $1.79M | 0.00% | −57,814−53.2% | Reduced |
| Jane Street Group, LLC | 50,813 | $1.79M | 0.00% | +20,232+66.2% | Added |
| Ghisallo Capital Management LLC | 50,000 | $1.76M | 0.15% | −50,000−50.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 49,114 | $1.73M | 0.44% | +49,114 | New |
| Hunter Associates Investment Management LLC | 48,606 | $1.70M | 0.29% | +9,132+23.1% | Added |
| Voloridge Investment Management, LLC | 47,727 | $1.68M | 0.01% | −47,159−49.7% | Reduced |
| Dimensional Fund Advisors LP | 43,367 | $1.52M | 0.00% | +8,415+24.1% | Added |
| HAP Trading, LLC | 43,311 | $1.52M | 0.66% | +43,311 | New |
| Marathon Capital Management | 42,055 | $1.48M | 0.38% | +3,115+8.0% | Added |
| Tanaka Capital Management Inc | 41,537 | $1.46M | 3.46% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 41,300 | $1.45M | 0.73% | +30,100+268.8% | Added |
| Goldman Sachs Group Inc | 40,493 | $1.42M | 0.00% | +33,740+499.6% | Added |
| Sculptor Capital LP | 39,700 | $1.40M | 0.03% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 39,698 | $1.40M | 0.02% | +39,698 | New |
| Raymond James Trust N.A. | 37,922 | $1.33M | 0.03% | +3,700+10.8% | Added |
| Granahan Investment Management Inc | 35,169 | $1.24M | 0.05% | −10,490−23.0% | Reduced |
| LPL Financial LLC | 34,785 | $1.22M | 0.00% | −6,032−14.8% | Reduced |
| Twin Tree Management, LP | 32,968 | $1.16M | 0.03% | +32,968 | New |
| Envestnet Asset Management Inc | 31,932 | $1.12M | 0.00% | +16,364+105.1% | Added |
| California State Teachers Retirement System | 31,846 | $1.12M | 0.00% | +16,789+111.5% | Added |
| D.A. Davidson & Co. | 31,468 | $1.11M | 0.01% | +3,643+13.1% | Added |
| Commonwealth Equity Services, LLC | 30,996 | $1.09M | 0.00% | +10,477+51.1% | Added |
| Bayesian Capital Management, LP | 30,495 | $1.07M | 0.12% | +30,495 | New |
| Steward Partners Investment Advisory, LLC | 28,942 | $1.02M | 0.01% | +4,557+18.7% | Added |
| Polianta Ltd | 28,000 | $984.0K | 0.50% | +28,000 | New |
| Vista Investment Partners LLC | 27,899 | $980.9K | 0.33% | +7,403+36.1% | Added |
| Gotham Asset Management, LLC | 26,789 | $941.9K | 0.01% | +26,789 | New |
| IMC-Chicago, LLC | 26,553 | $933.6K | 0.03% | +26,553 | New |
| Cetera Investment Advisers | 25,837 | $908.4K | 0.00% | +4,271+19.8% | Added |
| Options Solutions, LLC | 25,651 | $901.9K | 0.54% | −5,164−16.8% | Reduced |
| Verition Fund Management LLC | 24,767 | $870.8K | 0.01% | +13,403+117.9% | Added |
| Dynamic Technology Lab Private Ltd | 24,055 | $846.0K | 0.10% | +24,055 | New |
| Royce & Associates LP | 23,500 | $826.3K | 0.01% | 00.0% | Unchanged |
| Caption Management, LLC | 21,600 | $759.5K | 0.08% | +21,600 | New |
| HighTower Advisors, LLC | 21,305 | $755.0K | 0.00% | +6,105+40.2% | Added |
| Man Group plc | 20,905 | $735.0K | 0.00% | −100,951−82.8% | Reduced |
| Jefferies Financial Group Inc. | 20,894 | $734.6K | 0.01% | +20,894 | New |
| Bank of America Corp | 20,765 | $730.1K | 0.00% | −41,382−66.6% | Reduced |