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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 11 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.

Q3 2024 vs. Q2 2024

How the institutions holding Symbotic Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of SYM: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders2402214−24
Shares82.5M980.1K88.4M+6.81M (+8.3%)
Value$2.90B$34.5M$2.16B−$710.2M (−24.8%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (43)

Institutions that held Symbotic Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to SYM in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.785,553$19.2M0.00%
Norges Bank750,000$18.3M0.00%
Balyasny Asset Management LLC368,188$8.98M0.02%
Sanctuary Advisors, LLC42,197$1.64M0.01%
Tenzing Global Management, LLC62,500$1.52M1.31%
Holocene Advisors, LP49,224$1.20M0.00%
Main Management ETF Advisors, LLC45,008$1.10M0.05%
Seven Eight Capital, LP43,163$1.05M0.09%
180 Wealth Advisors, LLC36,558$891.6K0.14%
Doheny Asset Management33,690$822.0K0.56%
DDD Partners, LLC31,374$765.2K0.08%
Corton Capital Inc.25,540$622.9K0.30%
Gsa Capital Partners LLP24,681$602.0K0.05%
1st Source Bank20,000$487.8K0.03%
Prospera Financial Services Inc19,018$463.8K0.01%
Arete Wealth Advisors, LLC12,750$311.0K0.03%
Wolverine Trading, LLC11,183$285.4K0.01%
Omers Administration Corp11,600$282.9K0.00%
Scientech Research LLC11,290$275.4K0.05%
Clear Creek Financial Management, LLC11,200$273.2K0.03%
L & S Advisors Inc10,080$245.9K0.03%
Cambridge Investment Research Advisors, Inc.9,103$222.0K0.00%
Quadrature Capital Ltd8,968$218.6K0.00%
Arcadia Investment Management Corp2,000$48.8K0.01%
Northwestern Mutual Wealth Management Co1,056$25.8K0.00%
Householder Group Estate & Retirement Specialist, LLC1,004$24.0K0.01%
IFP Advisors, Inc865$21.1K0.00%
Newbridge Financial Services Group, Inc.800$19.5K0.01%
Aster Capital Management (DIFC) Ltd411$10.0K0.00%
Mechanics Financial Corp400$9.76K0.00%
Jaffetilchin Investment Partners, LLC204$4.98K0.00%
Stone House Investment Management, LLC195$4.76K0.00%
Darwin Advisors, LLC125$3.05K0.00%
Eastern Bank100$2.44K0.00%
Versant Capital Management, Inc40$9760.00%
Stephens Consulting, LLC25$6100.00%
CVA Family Office, LLC24$5850.00%
Bear Mountain Capital, Inc.17$4800.00%
Legacy Investment Solutions, LLC3$950.00%
Legacy Wealth Managment, LLC3$950.00%
Prestige Wealth Management Group LLC1$250.00%
Capital Performance Advisors LLP1$240.00%
Hemington Wealth Management1$00.00%

Sold out (67)

Institutions that held Symbotic Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of SYM in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Price T Rowe Associates Inc291,393$10.2M
Driehaus Capital Management LLC195,498$6.87M
J. Goldman & Co LP164,708$5.79M
Cubist Systematic Strategies, LLC148,380$5.22M
Marshall Wace, LLP119,651$4.21M
Scopus Asset Management, L.P.107,534$3.78M
Hussman Strategic Advisors, Inc.94,500$3.32M
Simplex Trading, LLC93,493$3.29M
Twinbeech Capital LP84,341$2.97M
1492 Capital Management LLC81,041$2.85M
D. E. Shaw & Co., Inc.62,980$2.21M
SG Americas Securities, LLC60,524$2.13M
Ghisallo Capital Management LLC50,000$1.76M
HAP Trading, LLC43,311$1.52M
Granahan Investment Management Inc35,169$1.24M
D.A. Davidson & Co.31,468$1.11M
Bayesian Capital Management, LP30,495$1.07M
Polianta Ltd28,000$984.0K
Gotham Asset Management, LLC26,789$941.9K
IMC-Chicago, LLC26,553$933.6K
Dynamic Technology Lab Private Ltd24,055$846.0K
Caption Management, LLC21,600$759.5K
Man Group plc20,905$735.0K
Jefferies Financial Group Inc.20,894$734.6K
Fox Run Management, L.L.C.15,430$542.5K
AQR Capital Management LLC14,612$513.8K
Centiva Capital, LP14,556$511.8K
Point72 Asset Management, L.P.13,398$471.1K
Virtu Financial LLC13,050$459.0K
Kovitz Investment Group Partners, LLC12,686$446.0K
Concentric Capital Strategies, LP11,356$399.3K
Parallax Volatility Advisers, L.P.11,050$388.5K
Nebula Research & Development LLC10,436$366.9K
Maverick Capital LtdSuperinvestorMaverick Capital10,041$353.0K
Jade Capital Advisors, LLC10,000$351.6K
XTX Topco Ltd9,412$330.9K
Avantax Advisory Services, Inc.8,837$310.7K
Manufacturers Life Insurance Company, The8,655$304.3K
Skylands Capital, LLC8,400$295.3K
Integrated Wealth Concepts LLC8,275$290.9K
Vident Advisory, LLC7,417$260.8K
Capstone Investment Advisors, LLC7,314$257.2K
EntryPoint Capital, LLC7,158$251.7K
Lakeshore Financial Planning, Inc.6,730$236.6K
CI Private Wealth, LLC6,101$214.5K
Schonfeld Strategic Advisors LLC6,100$214.5K
Kestra Advisory Services, LLC5,934$208.6K
Elite Wealth Management, Inc.5,932$208.6K
Quantbot Technologies LP4,430$155.8K
Avestar Capital, LLC2,700$94.9K
Asset Management One Co.,Ltd.2,367$83.2K
RFP Financial Group LLC1,692$59.5K
PEAK6 Investments LLC1,558$54.8K
Strengthening Families & Communities, LLC1,165$41.0K
Walleye Capital LLC1,064$37.4K
KBC Group NV910$32.0K
Fifth Third Bancorp350$12.3K
Main Street Group, LTD300$10.6K
Parallel Advisors, LLC300$10.5K
Ashton Thomas Private Wealth, LLC221$7.77K
Healthcare of Ontario Pension Plan Trust Fund153$5.38K
Optimum Investment Advisors150$5.27K
Larson Financial Group LLC95$3.34K
Quadrant Capital Group LLC61$2.15K
Redwood Wealth Management Group, LLC60$2.11K
Sandy Spring Bank5$176
JFS Wealth Advisors, LLC1$36

Not filed for Q3 2024 yet (2)

Institutions that held Symbotic Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SYM in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.980,080$34.5M
ICA Group Wealth Management, LLC5$176