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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 9,863 | $346.8K | 0.00% | +5,261+114.3% | Added |
| Levin Capital Strategies, L.P. | 10,000 | $351.6K | 0.04% | +10,000 | New |
| Jade Capital Advisors, LLC | 10,000 | $351.6K | 0.25% | +10,000 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 10,041 | $353.0K | 0.01% | +2,260+29.0% | Added |
| Leonteq Securities AG | 10,357 | $364.2K | 0.05% | +4,056+64.4% | Added |
| Nebula Research & Development LLC | 10,436 | $366.9K | 0.06% | +10,436 | New |
| Parallax Volatility Advisers, L.P. | 11,050 | $388.5K | 0.01% | +11,050 | New |
| Concentric Capital Strategies, LP | 11,356 | $399.3K | 0.02% | +802+7.6% | Added |
| MML Investors Services, LLC | 11,436 | $402.0K | 0.00% | +2,048+21.8% | Added |
| The PNC Financial Services Group, Inc. | 11,557 | $406.3K | 0.00% | −75−0.6% | Reduced |
| National Philanthropic Trust | 11,900 | $418.4K | 0.01% | −7,600−39.0% | Reduced |
| M&T Bank Corp | 12,635 | $444.2K | 0.00% | +7,508+146.4% | Added |
| Kovitz Investment Group Partners, LLC | 12,686 | $446.0K | 0.00% | +12,686 | New |
| Virtu Financial LLC | 13,050 | $459.0K | 0.03% | −4,066−23.8% | Reduced |
| Point72 Asset Management, L.P. | 13,398 | $471.1K | 0.00% | +6,166+85.3% | Added |
| US Bancorp | 13,590 | $477.8K | 0.00% | +95+0.7% | Added |
| Advisor Group Holdings, Inc. | 13,685 | $481.2K | 0.00% | −1,138−7.7% | Reduced |
| State of Wisconsin Investment Board | 13,940 | $490.1K | 0.00% | −8,921−39.0% | Reduced |
| Quent Capital, LLC | 14,300 | $502.8K | 0.06% | 00.0% | Unchanged |
| Entropy Technologies, LP | 14,486 | $509.3K | 0.06% | +14,486 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14,525 | $510.7K | 0.00% | +590+4.2% | Added |
| Centiva Capital, LP | 14,556 | $511.8K | 0.02% | +14,556 | New |
| Jump Financial, LLC | 14,561 | $512.0K | 0.01% | +14,561 | New |
| AQR Capital Management LLC | 14,612 | $513.8K | 0.00% | +14,612 | New |
| Fox Run Management, L.L.C. | 15,430 | $542.5K | 0.10% | +15,430 | New |
| Lattice Capital Management, LLC | 15,500 | $545.0K | 0.43% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 15,491 | $545.3K | 0.00% | −553,086−97.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 15,808 | $555.8K | 0.00% | −1,733−9.9% | Reduced |
| Western Wealth Management, LLC | 15,850 | $557.3K | 0.04% | −1,300−7.6% | Reduced |
| JPMorgan Chase & Co | 15,878 | $558.3K | 0.00% | +5,146+48.0% | Added |
| Pinnacle Associates Ltd | 16,115 | $566.6K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 17,286 | $607.8K | 0.00% | −8,059−31.8% | Reduced |
| Janus Henderson Group PLC | 17,400 | $611.9K | 0.00% | +9,151+110.9% | Added |
| Comerica Bank | 17,914 | $629.9K | 0.00% | +1,273+7.6% | Added |
| Essex Investment Management Co LLC | 18,504 | $650.6K | 0.12% | −6,012−24.5% | Reduced |
| Amundi | 18,571 | $656.3K | 0.00% | +6,762+57.3% | Added |
| Engineers Gate Manager LP | 18,673 | $656.5K | 0.01% | +185+1.0% | Added |
| Retirement Planning Co of New England, Inc. | 19,551 | $687.4K | 0.37% | +2,786+16.6% | Added |
| AlphaCentric Advisors LLC | 20,000 | $703.2K | 0.52% | −5,000−20.0% | Reduced |
| First Dallas Securities Inc. | 20,100 | $706.7K | 0.31% | +800+4.1% | Added |
| Bank of America Corp | 20,765 | $730.1K | 0.00% | −41,382−66.6% | Reduced |
| Jefferies Financial Group Inc. | 20,894 | $734.6K | 0.01% | +20,894 | New |
| Man Group plc | 20,905 | $735.0K | 0.00% | −100,951−82.8% | Reduced |
| HighTower Advisors, LLC | 21,305 | $755.0K | 0.00% | +6,105+40.2% | Added |
| Caption Management, LLC | 21,600 | $759.5K | 0.08% | +21,600 | New |
| Royce & Associates LP | 23,500 | $826.3K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 24,055 | $846.0K | 0.10% | +24,055 | New |
| Verition Fund Management LLC | 24,767 | $870.8K | 0.01% | +13,403+117.9% | Added |
| Options Solutions, LLC | 25,651 | $901.9K | 0.54% | −5,164−16.8% | Reduced |
| Cetera Investment Advisers | 25,837 | $908.4K | 0.00% | +4,271+19.8% | Added |
| IMC-Chicago, LLC | 26,553 | $933.6K | 0.03% | +26,553 | New |
| Gotham Asset Management, LLC | 26,789 | $941.9K | 0.01% | +26,789 | New |
| Vista Investment Partners LLC | 27,899 | $980.9K | 0.33% | +7,403+36.1% | Added |
| Polianta Ltd | 28,000 | $984.0K | 0.50% | +28,000 | New |
| Steward Partners Investment Advisory, LLC | 28,942 | $1.02M | 0.01% | +4,557+18.7% | Added |
| Bayesian Capital Management, LP | 30,495 | $1.07M | 0.12% | +30,495 | New |
| Commonwealth Equity Services, LLC | 30,996 | $1.09M | 0.00% | +10,477+51.1% | Added |
| D.A. Davidson & Co. | 31,468 | $1.11M | 0.01% | +3,643+13.1% | Added |
| California State Teachers Retirement System | 31,846 | $1.12M | 0.00% | +16,789+111.5% | Added |
| Envestnet Asset Management Inc | 31,932 | $1.12M | 0.00% | +16,364+105.1% | Added |
| Twin Tree Management, LP | 32,968 | $1.16M | 0.03% | +32,968 | New |
| LPL Financial LLC | 34,785 | $1.22M | 0.00% | −6,032−14.8% | Reduced |
| Granahan Investment Management Inc | 35,169 | $1.24M | 0.05% | −10,490−23.0% | Reduced |
| Raymond James Trust N.A. | 37,922 | $1.33M | 0.03% | +3,700+10.8% | Added |
| Capital Fund Management S.A. | 39,698 | $1.40M | 0.02% | +39,698 | New |
| Sculptor Capital LP | 39,700 | $1.40M | 0.03% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 40,493 | $1.42M | 0.00% | +33,740+499.6% | Added |
| Register Financial Advisors LLC | 41,300 | $1.45M | 0.73% | +30,100+268.8% | Added |
| Tanaka Capital Management Inc | 41,537 | $1.46M | 3.46% | 00.0% | Unchanged |
| Marathon Capital Management | 42,055 | $1.48M | 0.38% | +3,115+8.0% | Added |
| HAP Trading, LLC | 43,311 | $1.52M | 0.66% | +43,311 | New |
| Dimensional Fund Advisors LP | 43,367 | $1.52M | 0.00% | +8,415+24.1% | Added |
| Voloridge Investment Management, LLC | 47,727 | $1.68M | 0.01% | −47,159−49.7% | Reduced |
| Hunter Associates Investment Management LLC | 48,606 | $1.70M | 0.29% | +9,132+23.1% | Added |
| Legacy Capital Wealth Partners, LLC | 49,114 | $1.73M | 0.44% | +49,114 | New |
| Ghisallo Capital Management LLC | 50,000 | $1.76M | 0.15% | −50,000−50.0% | Reduced |
| Jane Street Group, LLC | 50,813 | $1.79M | 0.00% | +20,232+66.2% | Added |
| UBS Group AG | 50,842 | $1.79M | 0.00% | −57,814−53.2% | Reduced |
| Captrust Financial Advisors | 52,586 | $1.85M | 0.01% | +3,619+7.4% | Added |
| Blair William & Co | 56,030 | $1.97M | 0.01% | +22,665+67.9% | Added |
| SG Americas Securities, LLC | 60,524 | $2.13M | 0.01% | +60,524 | New |
| Bourne Lent Asset Management Inc | 61,710 | $2.17M | 0.83% | +150+0.2% | Added |
| D. E. Shaw & Co., Inc. | 62,980 | $2.21M | 0.00% | +62,980 | New |
| Taylor Frigon Capital Management LLC | 66,874 | $2.35M | 1.12% | −88−0.1% | Reduced |
| Swiss National Bank | 69,400 | $2.44M | 0.00% | +36,400+110.3% | Added |
| Next Century Growth Investors LLC | 71,630 | $2.52M | 0.21% | −182−0.3% | Reduced |
| UBS Asset Management Americas Inc | 74,115 | $2.61M | 0.00% | +61,715+497.7% | Added |
| Bank of New York Mellon Corp | 80,707 | $2.84M | 0.00% | +7,058+9.6% | Added |
| 1492 Capital Management LLC | 81,041 | $2.85M | 1.61% | +76,283+1,603.3% | Added |
| Northern Trust Corp | 81,112 | $2.85M | 0.00% | +11,059+15.8% | Added |
| Ameriprise Financial Inc | 82,628 | $2.91M | 0.00% | −65,215−44.1% | Reduced |
| Twinbeech Capital LP | 84,341 | $2.97M | 0.06% | +21,859+35.0% | Added |
| Royal Bank of Canada | 89,718 | $3.15M | 0.00% | +3,882+4.5% | Added |
| Simplex Trading, LLC | 93,493 | $3.29M | 0.11% | +30,533+48.5% | Added |
| Hussman Strategic Advisors, Inc. | 94,500 | $3.32M | 0.92% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 97,174 | $3.42M | 0.01% | +5,478+6.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 98,667 | $3.47M | 0.00% | +1,158+1.2% | Added |
| Group One Trading, L.P. | 98,701 | $3.47M | 0.11% | +72,343+274.5% | Added |
| Trexquant Investment LP | 99,304 | $3.49M | 0.05% | +99,304 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 103,245 | $3.63M | 1.38% | −824−0.8% | Reduced |