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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2024: 240 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 17 institutionsQ3 2022: 38 institutionsQ4 2022: 50 institutionsQ1 2023: 80 institutionsQ2 2023: 130 institutionsQ3 2023: 152 institutionsQ4 2023: 198 institutionsQ1 2024: 235 institutionsQ2 2024: 240 institutionsQ3 2024: 214 institutionsQ4 2024: 222 institutionsQ1 2025: 222 institutionsQ2 2025: 280 institutionsQ3 2025: 335 institutionsQ4 2025: 403 institutionsQ1 2026: 413 institutionsQ2 2026: 419 institutions
Value heldQ2 2024: $2.90B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $272.6MQ3 2022: $288.2MQ4 2022: $416.1MQ1 2023: $909.6MQ2 2023: $1.84BQ3 2023: $2.05BQ4 2023: $3.35BQ1 2024: $3.41BQ2 2024: $2.90BQ3 2024: $2.16BQ4 2024: $2.43BQ1 2025: $2.09BQ2 2025: $4.00BQ3 2025: $5.66BQ4 2025: $6.76BQ1 2026: $6.01BQ2 2026: $5.21B
Institutions holding SYM and their total value by quarter
QuarterHoldersValue
Q2 2026419$5.21B
Q1 2026413$6.01B
Q4 2025403$6.76B
Q3 2025335$5.66B
Q2 2025280$4.00B
Q1 2025222$2.09B
Q4 2024222$2.43B
Q3 2024214$2.16B
Q2 2024240$2.90B
Q1 2024235$3.41B
Q4 2023198$3.35B
Q3 2023152$2.05B
Q2 2023130$1.84B
Q1 202380$909.6M
Q4 202250$416.1M
Q3 202238$288.2M
Q2 202217$272.6M
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q1 2024.

Institutions holding SYM in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
First Dallas Securities Inc.20,100$706.7K0.31%+800+4.1%Added
AlphaCentric Advisors LLC20,000$703.2K0.52%−5,000−20.0%Reduced
Retirement Planning Co of New England, Inc.19,551$687.4K0.37%+2,786+16.6%Added
Engineers Gate Manager LP18,673$656.5K0.01%+185+1.0%Added
Amundi18,571$656.3K0.00%+6,762+57.3%Added
Essex Investment Management Co LLC18,504$650.6K0.12%−6,012−24.5%Reduced
Comerica Bank17,914$629.9K0.00%+1,273+7.6%Added
Janus Henderson Group PLC17,400$611.9K0.00%+9,151+110.9%Added
Stifel Financial Corp17,286$607.8K0.00%−8,059−31.8%Reduced
Pinnacle Associates Ltd16,115$566.6K0.01%00.0%Unchanged
JPMorgan Chase & Co15,878$558.3K0.00%+5,146+48.0%Added
Western Wealth Management, LLC15,850$557.3K0.04%−1,300−7.6%Reduced
Wealth Enhancement Advisory Services, LLC15,808$555.8K0.00%−1,733−9.9%Reduced
Mirae Asset Global Investments Co., Ltd.15,491$545.3K0.00%−553,086−97.3%Reduced
Lattice Capital Management, LLC15,500$545.0K0.43%00.0%Unchanged
Fox Run Management, L.L.C.15,430$542.5K0.10%+15,430New
AQR Capital Management LLC14,612$513.8K0.00%+14,612New
Jump Financial, LLC14,561$512.0K0.01%+14,561New
Centiva Capital, LP14,556$511.8K0.02%+14,556New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.14,525$510.7K0.00%+590+4.2%Added
Entropy Technologies, LP14,486$509.3K0.06%+14,486New
Quent Capital, LLC14,300$502.8K0.06%00.0%Unchanged
State of Wisconsin Investment Board13,940$490.1K0.00%−8,921−39.0%Reduced
Advisor Group Holdings, Inc.13,685$481.2K0.00%−1,138−7.7%Reduced
US Bancorp13,590$477.8K0.00%+95+0.7%Added
Point72 Asset Management, L.P.13,398$471.1K0.00%+6,166+85.3%Added
Virtu Financial LLC13,050$459.0K0.03%−4,066−23.8%Reduced
Kovitz Investment Group Partners, LLC12,686$446.0K0.00%+12,686New
M&T Bank Corp12,635$444.2K0.00%+7,508+146.4%Added
National Philanthropic Trust11,900$418.4K0.01%−7,600−39.0%Reduced
The PNC Financial Services Group, Inc.11,557$406.3K0.00%−75−0.6%Reduced
MML Investors Services, LLC11,436$402.0K0.00%+2,048+21.8%Added
Concentric Capital Strategies, LP11,356$399.3K0.02%+802+7.6%Added
Parallax Volatility Advisers, L.P.11,050$388.5K0.01%+11,050New
Nebula Research & Development LLC10,436$366.9K0.06%+10,436New
Leonteq Securities AG10,357$364.2K0.05%+4,056+64.4%Added
Maverick Capital LtdSuperinvestorMaverick Capital10,041$353.0K0.01%+2,260+29.0%Added
Levin Capital Strategies, L.P.10,000$351.6K0.04%+10,000New
Jade Capital Advisors, LLC10,000$351.6K0.25%+10,000New
Arizona State Retirement System9,863$346.8K0.00%+5,261+114.3%Added
Citigroup Inc9,765$343.3K0.00%+328+3.5%Added
XTX Topco Ltd9,412$330.9K0.03%−1,473−13.5%Reduced
Handelsbanken Fonder AB9,300$327.0K0.00%−2,300−19.8%Reduced
Riverbridge Partners LLC9,296$326.8K0.00%+9,296New
Avantax Advisory Services, Inc.8,837$310.7K0.00%−900−9.2%Reduced
Manufacturers Life Insurance Company, The8,655$304.3K0.00%+679+8.5%Added
Greenwood Capital Associates LLC8,600$302.4K0.04%+3,534+69.8%Added
Skylands Capital, LLC8,400$295.3K0.04%+8,400New
Advisors Asset Management, Inc.8,325$292.7K0.01%+5,585+203.8%Added
Integrated Wealth Concepts LLC8,275$290.9K0.00%+55+0.7%Added
K2 Principal Fund, L.P.8,000$281.3K0.06%+3,000+60.0%Added
Oppenheimer & Co Inc7,437$261.5K0.00%−707−8.7%Reduced
Vident Advisory, LLC7,417$260.8K0.01%+722+10.8%Added
Capstone Investment Advisors, LLC7,314$257.2K0.01%−66,344−90.1%Reduced
EntryPoint Capital, LLC7,158$251.7K0.12%+5,103+248.3%Added
Lakeshore Financial Planning, Inc.6,730$236.6K0.12%+6,730New
Atria Investments LLC6,673$234.6K0.00%+6,673New
Pathstone Holdings, LLC6,529$229.6K0.00%+508+8.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)6,309$221.8K0.00%+1,130+21.8%Added
CI Private Wealth, LLC6,101$214.5K0.00%+751+14.0%Added
Schonfeld Strategic Advisors LLC6,100$214.5K0.00%+6,100New
Tower Research Capital LLC (TRC)6,032$212.1K0.00%+5,434+908.7%Added
Kestra Advisory Services, LLC5,934$208.6K0.00%−185−3.0%Reduced
Elite Wealth Management, Inc.5,932$208.6K0.05%−58−1.0%Reduced
Armstrong Advisory Group, Inc5,303$186.5K0.02%+656+14.1%Added
Sunbelt Securities, Inc.5,095$179.1K0.02%+4,875+2,215.9%Added
Annis Gardner Whiting Capital Advisors, LLC4,900$172.3K0.05%+2,921+147.6%Added
nVerses Capital, LLC4,500$158.2K0.09%+4,500New
Quantbot Technologies LP4,430$155.8K0.01%+4,430New
Crewe Advisors LLC3,800$133.6K0.01%−400−9.5%Reduced
Rothschild Investment LLC3,377$118.7K0.01%+3,337+8,342.5%Added
NBC Securities, Inc.3,138$110.0K0.01%+2,500+391.8%Added
Natixis Investment Managers International3,106$109.2K0.01%+1,105+55.2%Added
Ostrum Asset Management3,008$105.8K0.01%+1,390+85.9%Added
Van Eck Associates Corp2,723$96.0K0.00%+1,423+109.5%Added
Avestar Capital, LLC2,700$94.9K0.01%+300+12.5%Added
National Bank of Canada2,600$92.0K0.00%−50−1.9%Reduced
Asset Management One Co.,Ltd.2,367$83.2K0.00%+2,367New
Farther Finance Advisors, LLC2,013$71.4K0.00%+165+8.9%Added
Quarry LP1,847$64.9K0.03%+1,847New
RFP Financial Group LLC1,692$59.5K0.02%+310+22.4%Added
PEAK6 Investments LLC1,558$54.8K0.00%+728+87.7%Added
Clearstead Advisors, LLC1,450$51.0K0.00%+350+31.8%Added
Jones Financial Companies LLLP1,249$43.9K0.00%+1,249New
Carolinas Wealth Consulting LLC1,207$42.4K0.01%00.0%Unchanged
Centerpoint Advisors, LLC1,200$42.0K0.02%00.0%Unchanged
Strengthening Families & Communities, LLC1,165$41.0K0.01%+1,165New
TFC Financial Management1,151$40.5K0.01%00.0%Unchanged
Ramirez Asset Management, Inc.1,100$38.7K0.01%00.0%Unchanged
Global Retirement Partners, LLC1,081$38.0K0.00%+25+2.4%Added
Walleye Capital LLC1,064$37.4K0.00%+606+132.3%Added
Providence Capital Advisors, LLC1,000$35.2K0.01%00.0%Unchanged
Castleview Partners, LLC1,000$35.2K0.02%00.0%Unchanged
Pingora Partners LLC1,000$35.2K0.02%00.0%Unchanged
Deutsche Bank AG957$33.6K0.00%−473−33.1%Reduced
KBC Group NV910$32.0K0.00%+910New
RiverPark Advisors, LLC823$28.9K0.02%00.0%Unchanged
Barclays PLC775$27.2K0.00%−112,292−99.3%Reduced
Hanson & Doremus Investment Management576$20.0K0.00%+76+15.2%Added
CoreCap Advisors, LLC541$19.0K0.00%−3,150−85.3%Reduced