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, Q3 2024
Institutional positions in Symbotic Inc. as of Sep 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
- 214
- −24 vs. Q2 2024
- Shares held
- 88.4M
- +6.81M (+8.3%) vs. Q2 2024
- Total value
- $2.16B
- −$710.2M (−24.8%) vs. Q2 2024
- New holders
- 43
- 84 more added
- Sold out
- 67
- 49 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Softbank Group Corp | 39,825,312 | $971.3M | 4.43% | 00.0% | Unchanged |
| Baillie Gifford & Co | 14,070,999 | $343.2M | 0.26% | +3,410,050+32.0% | Added |
| SVF Sponsor III (DE) LLC | 9,090,000 | $221.7M | 100.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 3,517,665 | $85.8M | 0.00% | +342,846+10.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,204,621 | $29.5M | 0.07% | −24,993−2.0% | Reduced |
| Frontier Capital Management Co LLC | 1,187,600 | $29.0M | 0.27% | +731,076+160.1% | Added |
| FMR LLC | 1,065,229 | $26.0M | 0.00% | −8,479−0.8% | Reduced |
| Thematics Asset Management | 1,048,170 | $25.6M | 1.01% | +242,661+30.1% | Added |
| Exchange Traded Concepts, LLC | 873,987 | $21.3M | 0.51% | +379,726+76.8% | Added |
| Zevenbergen Capital Investments LLC | 788,092 | $19.2M | 0.40% | +134,483+20.6% | Added |
| BlackRock, Inc. | 785,553 | $19.2M | 0.00% | +785,553 | New |
| Norges Bank | 750,000 | $18.3M | 0.00% | +750,000 | New |
| Morgan Stanley | 704,327 | $17.2M | 0.00% | +252,475+55.9% | Added |
| Goldman Sachs Group Inc | 684,414 | $16.7M | 0.00% | +643,921+1,590.2% | Added |
| Legal & General Group Plc | 613,045 | $15.0M | 0.00% | +251,196+69.4% | Added |
| First Trust Advisors LP | 611,777 | $14.9M | 0.01% | +283,864+86.6% | Added |
| Raymond James & Associates | 609,041 | $14.9M | 0.01% | −59,062−8.8% | Reduced |
| Invesco Ltd. | 577,972 | $14.1M | 0.00% | −412,606−41.7% | Reduced |
| Voloridge Investment Management, LLC | 558,308 | $13.6M | 0.05% | +510,581+1,069.8% | Added |
| Bank of America Corp | 532,015 | $13.0M | 0.00% | +511,250+2,462.1% | Added |
| Geode Capital Management, LLC | 503,758 | $12.3M | 0.00% | +46,721+10.2% | Added |
| S Squared Technology, LLC | 450,000 | $11.0M | 4.68% | +105,000+30.4% | Added |
| Adage Capital Partners GP, L.L.C. | 415,000 | $10.1M | 0.02% | −183,000−30.6% | Reduced |
| TCW Group Inc | 384,274 | $9.37M | 0.08% | +3,075+0.8% | Added |
| AXA S.A. | 376,034 | $9.17M | 0.03% | −4,160−1.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 368,304 | $8.98M | 0.02% | +88,105+31.4% | Added |
| Balyasny Asset Management LLC | 368,188 | $8.98M | 0.02% | +368,188 | New |
| State Street Corp | 319,235 | $7.79M | 0.00% | +7,990+2.6% | Added |
| Millennium Management LLC | 307,356 | $7.50M | 0.01% | −28,293−8.4% | Reduced |
| Two Sigma Investments, LP | 254,867 | $6.22M | 0.01% | +146,917+136.1% | Added |
| Hodges Capital Management Inc. | 253,730 | $6.19M | 0.40% | −17,006−6.3% | Reduced |
| Charles Schwab Investment Management Inc | 219,074 | $5.34M | 0.00% | +20,469+10.3% | Added |
| Ensign Peak Advisors, Inc | 207,490 | $5.06M | 0.01% | +13,812+7.1% | Added |
| Voya Investment Management LLC | 185,414 | $4.52M | 0.00% | +32,040+20.9% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 182,223 | $4.44M | 1.71% | +78,978+76.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 169,189 | $4.13M | 0.01% | +70,522+71.5% | Added |
| Next Century Growth Investors LLC | 152,925 | $3.73M | 0.30% | +81,295+113.5% | Added |
| UBS Group AG | 144,562 | $3.53M | 0.00% | +93,720+184.3% | Added |
| Capital Fund Management S.A. | 143,356 | $3.50M | 0.04% | +103,658+261.1% | Added |
| Jump Financial, LLC | 140,902 | $3.44M | 0.07% | +126,341+867.7% | Added |
| Wells Fargo & Company | 137,241 | $3.35M | 0.00% | −155,870−53.2% | Reduced |
| Susquehanna International Group, LLP | 133,080 | $3.25M | 0.01% | +21,402+19.2% | Added |
| Sculptor Capital LP | 132,200 | $3.22M | 0.06% | +92,500+233.0% | Added |
| Alyeska Investment Group, L.P. | 128,217 | $3.13M | 0.02% | 00.0% | Unchanged |
| Twin Tree Management, LP | 127,277 | $3.10M | 0.07% | +94,309+286.1% | Added |
| Register Financial Advisors LLC | 125,972 | $3.07M | 1.58% | +84,672+205.0% | Added |
| International Assets Investment Management, LLC | 63,658 | $2.61M | 0.01% | +63,653+1,273,060.0% | Added |
| Citadel Advisors LLC | 104,380 | $2.55M | 0.00% | −937,229−90.0% | Reduced |
| Ameriprise Financial Inc | 99,862 | $2.44M | 0.00% | +17,234+20.9% | Added |
| Royal Bank of Canada | 94,362 | $2.30M | 0.00% | +4,644+5.2% | Added |
| Northern Trust Corp | 89,071 | $2.17M | 0.00% | +7,959+9.8% | Added |
| Group One Trading, L.P. | 84,641 | $2.06M | 0.08% | −14,060−14.2% | Reduced |
| Canada Pension Plan Investment Board | 80,800 | $1.97M | 0.00% | −695,100−89.6% | Reduced |
| Swiss National Bank | 79,800 | $1.95M | 0.00% | +10,400+15.0% | Added |
| Baird Financial Group, Inc. | 71,290 | $1.74M | 0.00% | −25,884−26.6% | Reduced |
| Taylor Frigon Capital Management LLC | 70,129 | $1.70M | 0.85% | +3,255+4.9% | Added |
| Sanctuary Advisors, LLC | 42,197 | $1.64M | 0.01% | +42,197 | New |
| Bourne Lent Asset Management Inc | 64,710 | $1.58M | 0.60% | +3,000+4.9% | Added |
| Bank of New York Mellon Corp | 63,018 | $1.54M | 0.00% | −17,689−21.9% | Reduced |
| Hunter Associates Investment Management LLC | 63,093 | $1.53M | 0.24% | +14,487+29.8% | Added |
| Tenzing Global Management, LLC | 62,500 | $1.52M | 1.31% | +62,500 | New |
| Blair William & Co | 62,466 | $1.52M | 0.00% | +6,436+11.5% | Added |
| Dimensional Fund Advisors LP | 61,185 | $1.49M | 0.00% | +17,818+41.1% | Added |
| Raymond James Trust N.A. | 59,050 | $1.44M | 0.03% | +21,128+55.7% | Added |
| UBS Asset Management Americas Inc | 58,407 | $1.42M | 0.00% | −15,708−21.2% | Reduced |
| Holocene Advisors, LP | 49,224 | $1.20M | 0.00% | +49,224 | New |
| Legacy Capital Wealth Partners, LLC | 49,114 | $1.20M | 0.24% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 48,053 | $1.17M | 0.00% | +17,057+55.0% | Added |
| Main Management ETF Advisors, LLC | 45,008 | $1.10M | 0.05% | +45,008 | New |
| Seven Eight Capital, LP | 43,163 | $1.05M | 0.09% | +43,163 | New |
| Tanaka Capital Management Inc | 43,092 | $1.05M | 2.43% | +1,555+3.7% | Added |
| Marathon Capital Management | 39,730 | $969.0K | 0.23% | −2,325−5.5% | Reduced |
| 180 Wealth Advisors, LLC | 36,558 | $891.6K | 0.14% | +36,558 | New |
| California State Teachers Retirement System | 35,682 | $870.3K | 0.00% | +3,836+12.0% | Added |
| Comerica Bank | 35,362 | $862.5K | 0.00% | +17,448+97.4% | Added |
| Amundi | 36,304 | $848.8K | 0.00% | +17,733+95.5% | Added |
| Doheny Asset Management | 33,690 | $822.0K | 0.56% | +33,690 | New |
| Verition Fund Management LLC | 33,129 | $808.0K | 0.01% | +8,362+33.8% | Added |
| LPL Financial LLC | 32,826 | $800.6K | 0.00% | −1,959−5.6% | Reduced |
| First Dallas Securities Inc. | 32,400 | $790.2K | 0.33% | +12,300+61.2% | Added |
| DDD Partners, LLC | 31,374 | $765.2K | 0.08% | +31,374 | New |
| Steward Partners Investment Advisory, LLC | 29,188 | $711.9K | 0.01% | +246+0.8% | Added |
| Retirement Planning Co of New England, Inc. | 28,691 | $699.8K | 0.35% | +9,140+46.7% | Added |
| Essex Investment Management Co LLC | 28,608 | $697.7K | 0.12% | +10,104+54.6% | Added |
| Corton Capital Inc. | 25,540 | $622.9K | 0.30% | +25,540 | New |
| AlphaCentric Advisors LLC | 25,000 | $609.8K | 0.45% | +5,000+25.0% | Added |
| Gsa Capital Partners LLP | 24,681 | $602.0K | 0.05% | +24,681 | New |
| Royce & Associates LP | 23,500 | $573.2K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 23,289 | $568.0K | 0.00% | −2,548−9.9% | Reduced |
| HighTower Advisors, LLC | 23,338 | $568.0K | 0.00% | +2,033+9.5% | Added |
| Pinnacle Associates Ltd | 10,225 | $524.8K | 0.01% | −5,890−36.5% | Reduced |
| Options Solutions, LLC | 20,561 | $501.5K | 0.24% | −5,090−19.8% | Reduced |
| 1st Source Bank | 20,000 | $487.8K | 0.03% | +20,000 | New |
| Vista Investment Partners LLC | 19,843 | $484.0K | 0.15% | −8,056−28.9% | Reduced |
| Envestnet Asset Management Inc | 19,500 | $475.6K | 0.00% | −12,432−38.9% | Reduced |
| Prospera Financial Services Inc | 19,018 | $463.8K | 0.01% | +19,018 | New |
| Jane Street Group, LLC | 17,988 | $438.7K | 0.00% | −32,825−64.6% | Reduced |
| Janus Henderson Group PLC | 17,400 | $424.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 16,974 | $414.0K | 0.00% | +1,096+6.9% | Added |
| Leonteq Securities AG | 15,742 | $383.9K | 0.05% | +5,385+52.0% | Added |