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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 5 | $176 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 5 | $176 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5 | $176 | 0.00% | +5 | New |
| Quest Partners LLC | 13 | $457 | 0.00% | −14−51.9% | Reduced |
| Global Financial Private Client, LLC | 20 | $703 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $703 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 22 | $774 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 30 | $1.05K | 0.00% | +30 | New |
| Harbour Investments, Inc. | 33 | $1.16K | 0.00% | +8+32.0% | Added |
| Colonial Trust Co | 44 | $1.55K | 0.00% | +17+63.0% | Added |
| NVWM, LLC | 50 | $1.76K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 65 | $2.00K | 0.00% | −26−28.6% | Reduced |
| Redwood Wealth Management Group, LLC | 60 | $2.11K | 0.00% | +60 | New |
| Quadrant Capital Group LLC | 61 | $2.15K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 66 | $2.32K | 0.00% | −2−2.9% | Reduced |
| Principal Securities, Inc. | 69 | $2.43K | 0.00% | +61+762.5% | Added |
| Clear Point Advisors Inc. | 90 | $3.16K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 95 | $3.34K | 0.00% | +55+137.5% | Added |
| Salem Investment Counselors Inc | 100 | $3.52K | 0.00% | −100−50.0% | Reduced |
| Insight Financial Services | 100 | $3.52K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 100 | $3.52K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 112 | $3.94K | 0.00% | +100+833.3% | Added |
| Fairscale Capital, LLC | 101 | $4.18K | 0.00% | +101 | New |
| Optimum Investment Advisors | 150 | $5.27K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 153 | $5.38K | 0.00% | −7,676−98.0% | Reduced |
| Trust Co of Vermont | 200 | $7.03K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 221 | $7.77K | 0.00% | +221 | New |
| Financial Freedom, LLC | 254 | $8.93K | 0.01% | +254 | New |
| CWM, LLC | 291 | $10.0K | 0.00% | −51−14.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 290 | $10.2K | 0.00% | −1,286−81.6% | Reduced |
| Rhumbline Advisers | 294 | $10.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 300 | $10.5K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 301 | $10.6K | 0.00% | −339−53.0% | Reduced |
| Main Street Group, LTD | 300 | $10.6K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 310 | $10.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 341 | $12.0K | 0.01% | +186+120.0% | Added |
| Fifth Third Bancorp | 350 | $12.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 436 | $15.3K | 0.00% | −150−25.6% | Reduced |
| ORG Partners LLC | 479 | $17.0K | 0.00% | +479 | New |
| CoreCap Advisors, LLC | 541 | $19.0K | 0.00% | −3,150−85.3% | Reduced |
| Hanson & Doremus Investment Management | 576 | $20.0K | 0.00% | +76+15.2% | Added |
| Barclays PLC | 775 | $27.2K | 0.00% | −112,292−99.3% | Reduced |
| RiverPark Advisors, LLC | 823 | $28.9K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 910 | $32.0K | 0.00% | +910 | New |
| Deutsche Bank AG | 957 | $33.6K | 0.00% | −473−33.1% | Reduced |
| Providence Capital Advisors, LLC | 1,000 | $35.2K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,000 | $35.2K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $35.2K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,064 | $37.4K | 0.00% | +606+132.3% | Added |
| Global Retirement Partners, LLC | 1,081 | $38.0K | 0.00% | +25+2.4% | Added |
| Ramirez Asset Management, Inc. | 1,100 | $38.7K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 1,151 | $40.5K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1,165 | $41.0K | 0.01% | +1,165 | New |
| Centerpoint Advisors, LLC | 1,200 | $42.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,207 | $42.4K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,249 | $43.9K | 0.00% | +1,249 | New |
| Clearstead Advisors, LLC | 1,450 | $51.0K | 0.00% | +350+31.8% | Added |
| PEAK6 Investments LLC | 1,558 | $54.8K | 0.00% | +728+87.7% | Added |
| RFP Financial Group LLC | 1,692 | $59.5K | 0.02% | +310+22.4% | Added |
| Quarry LP | 1,847 | $64.9K | 0.03% | +1,847 | New |
| Farther Finance Advisors, LLC | 2,013 | $71.4K | 0.00% | +165+8.9% | Added |
| Asset Management One Co.,Ltd. | 2,367 | $83.2K | 0.00% | +2,367 | New |
| National Bank of Canada | 2,600 | $92.0K | 0.00% | −50−1.9% | Reduced |
| Avestar Capital, LLC | 2,700 | $94.9K | 0.01% | +300+12.5% | Added |
| Van Eck Associates Corp | 2,723 | $96.0K | 0.00% | +1,423+109.5% | Added |
| Ostrum Asset Management | 3,008 | $105.8K | 0.01% | +1,390+85.9% | Added |
| Natixis Investment Managers International | 3,106 | $109.2K | 0.01% | +1,105+55.2% | Added |
| NBC Securities, Inc. | 3,138 | $110.0K | 0.01% | +2,500+391.8% | Added |
| Rothschild Investment LLC | 3,377 | $118.7K | 0.01% | +3,337+8,342.5% | Added |
| Crewe Advisors LLC | 3,800 | $133.6K | 0.01% | −400−9.5% | Reduced |
| Quantbot Technologies LP | 4,430 | $155.8K | 0.01% | +4,430 | New |
| nVerses Capital, LLC | 4,500 | $158.2K | 0.09% | +4,500 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4,900 | $172.3K | 0.05% | +2,921+147.6% | Added |
| Sunbelt Securities, Inc. | 5,095 | $179.1K | 0.02% | +4,875+2,215.9% | Added |
| Armstrong Advisory Group, Inc | 5,303 | $186.5K | 0.02% | +656+14.1% | Added |
| Elite Wealth Management, Inc. | 5,932 | $208.6K | 0.05% | −58−1.0% | Reduced |
| Kestra Advisory Services, LLC | 5,934 | $208.6K | 0.00% | −185−3.0% | Reduced |
| Tower Research Capital LLC (TRC) | 6,032 | $212.1K | 0.00% | +5,434+908.7% | Added |
| Schonfeld Strategic Advisors LLC | 6,100 | $214.5K | 0.00% | +6,100 | New |
| CI Private Wealth, LLC | 6,101 | $214.5K | 0.00% | +751+14.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,309 | $221.8K | 0.00% | +1,130+21.8% | Added |
| Pathstone Holdings, LLC | 6,529 | $229.6K | 0.00% | +508+8.4% | Added |
| Atria Investments LLC | 6,673 | $234.6K | 0.00% | +6,673 | New |
| Lakeshore Financial Planning, Inc. | 6,730 | $236.6K | 0.12% | +6,730 | New |
| EntryPoint Capital, LLC | 7,158 | $251.7K | 0.12% | +5,103+248.3% | Added |
| Capstone Investment Advisors, LLC | 7,314 | $257.2K | 0.01% | −66,344−90.1% | Reduced |
| Vident Advisory, LLC | 7,417 | $260.8K | 0.01% | +722+10.8% | Added |
| Oppenheimer & Co Inc | 7,437 | $261.5K | 0.00% | −707−8.7% | Reduced |
| K2 Principal Fund, L.P. | 8,000 | $281.3K | 0.06% | +3,000+60.0% | Added |
| Integrated Wealth Concepts LLC | 8,275 | $290.9K | 0.00% | +55+0.7% | Added |
| Advisors Asset Management, Inc. | 8,325 | $292.7K | 0.01% | +5,585+203.8% | Added |
| Skylands Capital, LLC | 8,400 | $295.3K | 0.04% | +8,400 | New |
| Greenwood Capital Associates LLC | 8,600 | $302.4K | 0.04% | +3,534+69.8% | Added |
| Manufacturers Life Insurance Company, The | 8,655 | $304.3K | 0.00% | +679+8.5% | Added |
| Avantax Advisory Services, Inc. | 8,837 | $310.7K | 0.00% | −900−9.2% | Reduced |
| Riverbridge Partners LLC | 9,296 | $326.8K | 0.00% | +9,296 | New |
| Handelsbanken Fonder AB | 9,300 | $327.0K | 0.00% | −2,300−19.8% | Reduced |
| XTX Topco Ltd | 9,412 | $330.9K | 0.03% | −1,473−13.5% | Reduced |
| Citigroup Inc | 9,765 | $343.3K | 0.00% | +328+3.5% | Added |