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 |
|---|---|---|---|---|---|
| ORG Partners LLC | 479 | $17.0K | 0.00% | +479 | New |
| GWM Advisors LLC | 436 | $15.3K | 0.00% | −150−25.6% | Reduced |
| Fifth Third Bancorp | 350 | $12.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 341 | $12.0K | 0.01% | +186+120.0% | Added |
| First Personal Financial Services | 310 | $10.9K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 300 | $10.6K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 301 | $10.6K | 0.00% | −339−53.0% | Reduced |
| Parallel Advisors, LLC | 300 | $10.5K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 294 | $10.3K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 290 | $10.2K | 0.00% | −1,286−81.6% | Reduced |
| CWM, LLC | 291 | $10.0K | 0.00% | −51−14.9% | Reduced |
| Financial Freedom, LLC | 254 | $8.93K | 0.01% | +254 | New |
| Ashton Thomas Private Wealth, LLC | 221 | $7.77K | 0.00% | +221 | New |
| Trust Co of Vermont | 200 | $7.03K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 153 | $5.38K | 0.00% | −7,676−98.0% | Reduced |
| Optimum Investment Advisors | 150 | $5.27K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 101 | $4.18K | 0.00% | +101 | New |
| First Horizon Advisors, Inc. | 112 | $3.94K | 0.00% | +100+833.3% | 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 |
| Larson Financial Group LLC | 95 | $3.34K | 0.00% | +55+137.5% | Added |
| Clear Point Advisors Inc. | 90 | $3.16K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 69 | $2.43K | 0.00% | +61+762.5% | Added |
| Pacer Advisors, Inc. | 66 | $2.32K | 0.00% | −2−2.9% | Reduced |
| Quadrant Capital Group LLC | 61 | $2.15K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 60 | $2.11K | 0.00% | +60 | New |
| Ci Investments Inc. | 65 | $2.00K | 0.00% | −26−28.6% | Reduced |
| NVWM, LLC | 50 | $1.76K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 44 | $1.55K | 0.00% | +17+63.0% | Added |
| Harbour Investments, Inc. | 33 | $1.16K | 0.00% | +8+32.0% | Added |
| Cape Investment Advisory, Inc. | 30 | $1.05K | 0.00% | +30 | New |
| Gen-Wealth Partners Inc | 22 | $774 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 20 | $703 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $703 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 13 | $457 | 0.00% | −14−51.9% | Reduced |
| 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 |
| JFS Wealth Advisors, LLC | 1 | $36 | 0.00% | 00.0% | Unchanged |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −126,134−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −105,161−100.0% | Sold out |
| Washington Harbour Partners LP | 0 | $0 | 0.00% | −85,300−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −76,449−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −65,089−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −40,524−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −37,766−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −25,739−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −14,606−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −12,973−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −10,239−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −9,406−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −9,194−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −9,063−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −8,104−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −6,274−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,782−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −5,490−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −5,302−100.0% | Sold out |
| Willis Johnson & Associates, Inc. | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −5,015−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −4,425−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,204−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| Ulland Investment Advisors, LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Cipher Capital LP | – | – | – | – | Not filed |
| Cutler Group LP | – | – | – | – | Not filed |
| Cambridge Trust Co | – | – | – | – | Not filed |