Symbotic Inc.

SYM

Exchange: Nasdaq
Industry: General Industrial Machinery & Equipment, NEC
SEC CIK: 0001837240

SEC filings (opens in a new tab)

In the last 90 days, Symbotic Inc. insiders filed 0 open-market purchases and 12 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.

Q2 2024 vs. Q1 2024

How the institutions holding Symbotic Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of SYM: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Of which not filed for Q2 2024	Q2 2024	Change
Holders	235	4	240	+9
Shares	76.1M	43.2K	82.5M	+6.48M (+8.5%)
Value	$3.41B	$1.94M	$2.90B	−$508.7M (−14.9%)

4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (45)

Institutions that held Symbotic Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to SYM in Q2 2024
Institution	Shares	Value	% of portfolio
Mirae Asset Global ETFs Holdings Ltd.	1,229,614	$43.2M	0.10%
Marshall Wace, LLP	119,651	$4.21M	0.01%
Trexquant Investment LP	99,304	$3.49M	0.05%
D. E. Shaw & Co., Inc.	62,980	$2.21M	0.00%
SG Americas Securities, LLC	60,524	$2.13M	0.01%
Legacy Capital Wealth Partners, LLC	49,114	$1.73M	0.44%
HAP Trading, LLC	43,311	$1.52M	0.66%
Capital Fund Management S.A.	39,698	$1.40M	0.02%
Twin Tree Management, LP	32,968	$1.16M	0.03%
Bayesian Capital Management, LP	30,495	$1.07M	0.12%
Polianta Ltd	28,000	$984.0K	0.50%
Gotham Asset Management, LLC	26,789	$941.9K	0.01%
IMC-Chicago, LLC	26,553	$933.6K	0.03%
Dynamic Technology Lab Private Ltd	24,055	$846.0K	0.10%
Caption Management, LLC	21,600	$759.5K	0.08%
Jefferies Financial Group Inc.	20,894	$734.6K	0.01%
Fox Run Management, L.L.C.	15,430	$542.5K	0.10%
AQR Capital Management LLC	14,612	$513.8K	0.00%
Jump Financial, LLC	14,561	$512.0K	0.01%
Centiva Capital, LP	14,556	$511.8K	0.02%
Entropy Technologies, LP	14,486	$509.3K	0.06%
Kovitz Investment Group Partners, LLC	12,686	$446.0K	0.00%
Parallax Volatility Advisers, L.P.	11,050	$388.5K	0.01%
Nebula Research & Development LLC	10,436	$366.9K	0.06%
Levin Capital Strategies, L.P.	10,000	$351.6K	0.04%
Jade Capital Advisors, LLC	10,000	$351.6K	0.25%
Riverbridge Partners LLC	9,296	$326.8K	0.00%
Skylands Capital, LLC	8,400	$295.3K	0.04%
Lakeshore Financial Planning, Inc.	6,730	$236.6K	0.12%
Atria Investments LLC	6,673	$234.6K	0.00%
Schonfeld Strategic Advisors LLC	6,100	$214.5K	0.00%
nVerses Capital, LLC	4,500	$158.2K	0.09%
Quantbot Technologies LP	4,430	$155.8K	0.01%
Asset Management One Co.,Ltd.	2,367	$83.2K	0.00%
Quarry LP	1,847	$64.9K	0.03%
Jones Financial Companies LLLP	1,249	$43.9K	0.00%
Strengthening Families & Communities, LLC	1,165	$41.0K	0.01%
KBC Group NV	910	$32.0K	0.00%
ORG Partners LLC	479	$17.0K	0.00%
Financial Freedom, LLC	254	$8.93K	0.01%
Ashton Thomas Private Wealth, LLC	221	$7.77K	0.00%
Fairscale Capital, LLC	101	$4.18K	0.00%
Redwood Wealth Management Group, LLC	60	$2.11K	0.00%
Cape Investment Advisory, Inc.	30	$1.05K	0.00%
International Assets Investment Management, LLC	5	$176	0.00%

Sold out (36)

Institutions that held Symbotic Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of SYM in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Anomaly Capital Management, LP	126,134	$5.68M
Monashee Investment Management LLC	105,161	$4.73M
Washington Harbour Partners LP	85,300	$3.84M
Sandler Capital Management	76,449	$3.44M
Nicholas Investment Partners, LP	65,089	$2.93M
Penserra Capital Management LLC	40,524	$1.82M
L & S Advisors Inc	37,766	$1.70M
Arrowstreet Capital, Limited Partnership	25,739	$1.16M
Wolverine Trading, LLC	14,606	$657.3K
Pinebridge Investments, L.P.	13,500	$606.7K
Scientech Research LLC	12,973	$583.8K
APG Asset Management N.V.	10,239	$426.6K
Atria Wealth Solutions, Inc.	9,406	$423.3K
Williamson Legacy Group, LLC	9,194	$413.7K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	9,063	$407.8K
Calamos Advisors LLC	8,104	$364.7K
Stephens Inc	7,300	$328.5K
Toth Financial Advisory Corp	6,700	$301.5K
Moors & Cabot, Inc.	6,500	$292.5K
Belvedere Trading LLC	6,274	$282.3K
Dark Forest Capital Management LP	5,782	$260.2K
Vontobel Holding Ltd.	5,500	$247.5K
Financial Sense Advisors, Inc.	5,490	$247.1K
Cresset Asset Management, LLC	5,302	$238.6K
Willis Johnson & Associates, Inc.	5,200	$234.0K
Sigma Planning Corp	5,015	$225.7K
Prestige Wealth Management Group LLC	4,425	$199.1K
Sandia Investment Management LP	2,500	$112.5K
Qube Research & Technologies Ltd	1,204	$54.2K
Bogart Wealth, LLC	500	$22.5K
CIBC Private Wealth Group, LLC	304	$13.8K
Ulland Investment Advisors, LLC	190	$9.00K
Caitlin John, LLC	200	$9.00K
First Manhattan Co	125	$5.63K
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	38	$1.71K
Macquarie Group Ltd	521	$23

Not filed for Q2 2024 yet (4)

Institutions that held Symbotic Inc. at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SYM in Q1 2024 that haven't filed for Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Credit Suisse AG	31,394	$1.41M
Cipher Capital LP	6,035	$271.6K
Cutler Group LP	5,686	$255.0K
Cambridge Trust Co	100	$4.50K