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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 1 | $0 | 0.00% | +1 | New |
| Capital Performance Advisors LLP | 1 | $24 | 0.00% | +1 | New |
| Prestige Wealth Management Group LLC | 1 | $25 | 0.00% | +1 | New |
| Legacy Investment Solutions, LLC | 3 | $95 | 0.00% | +3 | New |
| Legacy Wealth Managment, LLC | 3 | $95 | 0.00% | +3 | New |
| Bear Mountain Capital, Inc. | 17 | $480 | 0.00% | +17 | New |
| Clean Yield Group | 20 | $488 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 20 | $488 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 24 | $585 | 0.00% | +24 | New |
| Stephens Consulting, LLC | 25 | $610 | 0.00% | +25 | New |
| Gen-Wealth Partners Inc | 22 | $659 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 30 | $732 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 40 | $976 | 0.00% | +40 | New |
| Colonial Trust Co | 44 | $1.12K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 50 | $1.22K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 51 | $1.24K | 0.00% | −39−43.3% | Reduced |
| Principal Securities, Inc. | 69 | $1.68K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 72 | $1.76K | 0.00% | +39+118.2% | Added |
| Ci Investments Inc. | 66 | $2.00K | 0.00% | +1+1.5% | Added |
| Pacer Advisors, Inc. | 86 | $2.10K | 0.00% | +20+30.3% | Added |
| Salem Investment Counselors Inc | 100 | $2.44K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 100 | $2.44K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 100 | $2.44K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $2.44K | 0.00% | +100 | New |
| Fairscale Capital, LLC | 101 | $2.46K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 112 | $2.73K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 125 | $3.05K | 0.00% | +125 | New |
| Wolff Wiese Magana LLC | 191 | $4.66K | 0.00% | −150−44.0% | Reduced |
| Stone House Investment Management, LLC | 195 | $4.76K | 0.00% | +195 | New |
| Trust Co of Vermont | 200 | $4.88K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 204 | $4.98K | 0.00% | +204 | New |
| Financial Freedom, LLC | 254 | $6.20K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 310 | $7.56K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 314 | $7.66K | 0.00% | −837−72.7% | Reduced |
| Rakuten Securities, Inc. | 328 | $8.00K | 0.00% | +27+9.0% | Added |
| Ramirez Asset Management, Inc. | 400 | $9.76K | 0.00% | −700−63.6% | Reduced |
| Mechanics Financial Corp | 400 | $9.76K | 0.00% | +400 | New |
| Aster Capital Management (DIFC) Ltd | 411 | $10.0K | 0.00% | +411 | New |
| GWM Advisors LLC | 412 | $10.0K | 0.00% | −24−5.5% | Reduced |
| Deutsche Bank AG | 418 | $10.2K | 0.00% | −539−56.3% | Reduced |
| ORG Partners LLC | 479 | $11.7K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 576 | $14.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 725 | $18.0K | 0.00% | +434+149.1% | Added |
| Newbridge Financial Services Group, Inc. | 800 | $19.5K | 0.01% | +800 | New |
| IFP Advisors, Inc | 865 | $21.1K | 0.00% | +865 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,004 | $24.0K | 0.01% | +1,004 | New |
| Providence Capital Advisors, LLC | 1,000 | $24.4K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $24.4K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 967 | $24.7K | 0.00% | −282−22.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,056 | $25.8K | 0.00% | +1,056 | New |
| NBC Securities, Inc. | 1,088 | $26.0K | 0.00% | −2,050−65.3% | Reduced |
| Global Retirement Partners, LLC | 1,081 | $26.4K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,200 | $29.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,190 | $29.0K | 0.00% | +649+120.0% | Added |
| Carolinas Wealth Consulting LLC | 1,207 | $29.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,221 | $29.8K | 0.00% | −792−39.3% | Reduced |
| Castleview Partners, LLC | 1,500 | $36.6K | 0.02% | +500+50.0% | Added |
| The PNC Financial Services Group, Inc. | 1,557 | $38.0K | 0.00% | −10,000−86.5% | Reduced |
| Rhumbline Advisers | 1,769 | $43.1K | 0.00% | +1,475+501.7% | Added |
| Federation des caisses Desjardins du Quebec | 1,856 | $45.3K | 0.00% | +1,566+540.0% | Added |
| Crewe Advisors LLC | 1,913 | $46.7K | 0.01% | −1,887−49.7% | Reduced |
| Arcadia Investment Management Corp | 2,000 | $48.8K | 0.01% | +2,000 | New |
| RiverPark Advisors, LLC | 2,034 | $49.6K | 0.04% | +1,211+147.1% | Added |
| Quest Partners LLC | 2,523 | $61.5K | 0.01% | +2,510+19,307.7% | Added |
| Tower Research Capital LLC (TRC) | 2,548 | $62.1K | 0.00% | −3,484−57.8% | Reduced |
| Clearstead Advisors, LLC | 2,616 | $63.8K | 0.00% | +1,166+80.4% | Added |
| Ostrum Asset Management | 3,008 | $73.4K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3,357 | $81.9K | 0.01% | −20−0.6% | Reduced |
| Quarry LP | 3,508 | $85.6K | 0.03% | +1,661+89.9% | Added |
| National Bank of Canada | 3,557 | $86.8K | 0.00% | +957+36.8% | Added |
| Van Eck Associates Corp | 3,497 | $99.0K | 0.00% | +774+28.4% | Added |
| Natixis Investment Managers International | 4,576 | $111.6K | 0.01% | +1,470+47.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,900 | $119.5K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 5,303 | $129.3K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 5,900 | $143.9K | 0.07% | +1,400+31.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,309 | $153.9K | 0.00% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 8,316 | $202.8K | 0.03% | −284−3.3% | Reduced |
| Quadrature Capital Ltd | 8,968 | $218.6K | 0.00% | +8,968 | New |
| Pathstone Holdings, LLC | 9,011 | $219.8K | 0.00% | +2,482+38.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,103 | $222.0K | 0.00% | +9,103 | New |
| Riverbridge Partners LLC | 9,296 | $226.7K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 9,300 | $227.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 9,346 | $227.9K | 0.00% | +8,571+1,105.9% | Added |
| Engineers Gate Manager LP | 9,706 | $236.7K | 0.00% | −8,967−48.0% | Reduced |
| Lattice Capital Management, LLC | 10,000 | $243.9K | 0.22% | −5,500−35.5% | Reduced |
| Levin Capital Strategies, L.P. | 10,000 | $243.9K | 0.02% | 00.0% | Unchanged |
| K2 Principal Fund, L.P. | 10,000 | $243.9K | 0.04% | +2,000+25.0% | Added |
| L & S Advisors Inc | 10,080 | $245.9K | 0.03% | +10,080 | New |
| Stifel Financial Corp | 10,186 | $248.4K | 0.00% | −7,100−41.1% | Reduced |
| MML Investors Services, LLC | 10,292 | $251.0K | 0.00% | −1,144−10.0% | Reduced |
| Advisors Asset Management, Inc. | 10,869 | $265.1K | 0.00% | +2,544+30.6% | Added |
| Captrust Financial Advisors | 10,919 | $266.3K | 0.00% | −41,667−79.2% | Reduced |
| Atria Investments LLC | 10,950 | $267.1K | 0.00% | +4,277+64.1% | Added |
| US Bancorp | 11,104 | $270.8K | 0.00% | −2,486−18.3% | Reduced |
| Clear Creek Financial Management, LLC | 11,200 | $273.2K | 0.03% | +11,200 | New |
| Scientech Research LLC | 11,290 | $275.4K | 0.05% | +11,290 | New |
| Omers Administration Corp | 11,600 | $282.9K | 0.00% | +11,600 | New |
| Wolverine Trading, LLC | 11,183 | $285.4K | 0.01% | +11,183 | New |
| Arizona State Retirement System | 11,768 | $287.0K | 0.00% | +1,905+19.3% | Added |
| Trexquant Investment LP | 11,873 | $289.6K | 0.00% | −87,431−88.0% | Reduced |