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 |
|---|---|---|---|---|---|
| National Philanthropic Trust | 11,900 | $290.2K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,620 | $307.8K | 0.00% | −1,065−7.8% | Reduced |
| Citigroup Inc | 12,635 | $308.2K | 0.00% | +2,870+29.4% | Added |
| Arete Wealth Advisors, LLC | 12,750 | $311.0K | 0.03% | +12,750 | New |
| Wealth Enhancement Advisory Services, LLC | 12,759 | $311.2K | 0.00% | −3,049−19.3% | Reduced |
| Oppenheimer & Co Inc | 13,131 | $320.3K | 0.00% | +5,694+76.6% | Added |
| Sunbelt Securities, Inc. | 13,330 | $325.1K | 0.03% | +8,235+161.6% | Added |
| State of Wisconsin Investment Board | 13,940 | $340.0K | 0.00% | 00.0% | Unchanged |
| Entropy Technologies, LP | 14,197 | $346.3K | 0.04% | −289−2.0% | Reduced |
| M&T Bank Corp | 14,650 | $357.3K | 0.00% | +2,015+15.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14,805 | $361.1K | 0.00% | +280+1.9% | Added |
| Quent Capital, LLC | 14,300 | $364.9K | 0.04% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 14,513 | $370.4K | 0.00% | −978−6.3% | Reduced |
| Western Wealth Management, LLC | 15,550 | $379.3K | 0.02% | −300−1.9% | Reduced |
| Leonteq Securities AG | 15,742 | $383.9K | 0.05% | +5,385+52.0% | Added |
| JPMorgan Chase & Co | 16,974 | $414.0K | 0.00% | +1,096+6.9% | Added |
| Janus Henderson Group PLC | 17,400 | $424.5K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,988 | $438.7K | 0.00% | −32,825−64.6% | Reduced |
| Prospera Financial Services Inc | 19,018 | $463.8K | 0.01% | +19,018 | New |
| Envestnet Asset Management Inc | 19,500 | $475.6K | 0.00% | −12,432−38.9% | Reduced |
| Vista Investment Partners LLC | 19,843 | $484.0K | 0.15% | −8,056−28.9% | Reduced |
| 1st Source Bank | 20,000 | $487.8K | 0.03% | +20,000 | New |
| Options Solutions, LLC | 20,561 | $501.5K | 0.24% | −5,090−19.8% | Reduced |
| Pinnacle Associates Ltd | 10,225 | $524.8K | 0.01% | −5,890−36.5% | Reduced |
| HighTower Advisors, LLC | 23,338 | $568.0K | 0.00% | +2,033+9.5% | Added |
| Cetera Investment Advisers | 23,289 | $568.0K | 0.00% | −2,548−9.9% | Reduced |
| Royce & Associates LP | 23,500 | $573.2K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 24,681 | $602.0K | 0.05% | +24,681 | New |
| AlphaCentric Advisors LLC | 25,000 | $609.8K | 0.45% | +5,000+25.0% | Added |
| Corton Capital Inc. | 25,540 | $622.9K | 0.30% | +25,540 | New |
| Essex Investment Management Co LLC | 28,608 | $697.7K | 0.12% | +10,104+54.6% | Added |
| Retirement Planning Co of New England, Inc. | 28,691 | $699.8K | 0.35% | +9,140+46.7% | Added |
| Steward Partners Investment Advisory, LLC | 29,188 | $711.9K | 0.01% | +246+0.8% | Added |
| DDD Partners, LLC | 31,374 | $765.2K | 0.08% | +31,374 | New |
| First Dallas Securities Inc. | 32,400 | $790.2K | 0.33% | +12,300+61.2% | Added |
| LPL Financial LLC | 32,826 | $800.6K | 0.00% | −1,959−5.6% | Reduced |
| Verition Fund Management LLC | 33,129 | $808.0K | 0.01% | +8,362+33.8% | Added |
| Doheny Asset Management | 33,690 | $822.0K | 0.56% | +33,690 | New |
| Amundi | 36,304 | $848.8K | 0.00% | +17,733+95.5% | Added |
| Comerica Bank | 35,362 | $862.5K | 0.00% | +17,448+97.4% | Added |
| California State Teachers Retirement System | 35,682 | $870.3K | 0.00% | +3,836+12.0% | Added |
| 180 Wealth Advisors, LLC | 36,558 | $891.6K | 0.14% | +36,558 | New |
| Marathon Capital Management | 39,730 | $969.0K | 0.23% | −2,325−5.5% | Reduced |
| Tanaka Capital Management Inc | 43,092 | $1.05M | 2.43% | +1,555+3.7% | Added |
| Seven Eight Capital, LP | 43,163 | $1.05M | 0.09% | +43,163 | New |
| Main Management ETF Advisors, LLC | 45,008 | $1.10M | 0.05% | +45,008 | New |
| Commonwealth Equity Services, LLC | 48,053 | $1.17M | 0.00% | +17,057+55.0% | Added |
| Legacy Capital Wealth Partners, LLC | 49,114 | $1.20M | 0.24% | 00.0% | Unchanged |
| Holocene Advisors, LP | 49,224 | $1.20M | 0.00% | +49,224 | New |
| UBS Asset Management Americas Inc | 58,407 | $1.42M | 0.00% | −15,708−21.2% | Reduced |
| Raymond James Trust N.A. | 59,050 | $1.44M | 0.03% | +21,128+55.7% | Added |
| Dimensional Fund Advisors LP | 61,185 | $1.49M | 0.00% | +17,818+41.1% | Added |
| Blair William & Co | 62,466 | $1.52M | 0.00% | +6,436+11.5% | Added |
| Tenzing Global Management, LLC | 62,500 | $1.52M | 1.31% | +62,500 | New |
| Hunter Associates Investment Management LLC | 63,093 | $1.53M | 0.24% | +14,487+29.8% | Added |
| Bank of New York Mellon Corp | 63,018 | $1.54M | 0.00% | −17,689−21.9% | Reduced |
| Bourne Lent Asset Management Inc | 64,710 | $1.58M | 0.60% | +3,000+4.9% | Added |
| Sanctuary Advisors, LLC | 42,197 | $1.64M | 0.01% | +42,197 | New |
| Taylor Frigon Capital Management LLC | 70,129 | $1.70M | 0.85% | +3,255+4.9% | Added |
| Baird Financial Group, Inc. | 71,290 | $1.74M | 0.00% | −25,884−26.6% | Reduced |
| Swiss National Bank | 79,800 | $1.95M | 0.00% | +10,400+15.0% | Added |
| Canada Pension Plan Investment Board | 80,800 | $1.97M | 0.00% | −695,100−89.6% | Reduced |
| Group One Trading, L.P. | 84,641 | $2.06M | 0.08% | −14,060−14.2% | Reduced |
| Northern Trust Corp | 89,071 | $2.17M | 0.00% | +7,959+9.8% | Added |
| Royal Bank of Canada | 94,362 | $2.30M | 0.00% | +4,644+5.2% | Added |
| Ameriprise Financial Inc | 99,862 | $2.44M | 0.00% | +17,234+20.9% | Added |
| Citadel Advisors LLC | 104,380 | $2.55M | 0.00% | −937,229−90.0% | Reduced |
| International Assets Investment Management, LLC | 63,658 | $2.61M | 0.01% | +63,653+1,273,060.0% | Added |
| Register Financial Advisors LLC | 125,972 | $3.07M | 1.58% | +84,672+205.0% | Added |
| Twin Tree Management, LP | 127,277 | $3.10M | 0.07% | +94,309+286.1% | Added |
| Alyeska Investment Group, L.P. | 128,217 | $3.13M | 0.02% | 00.0% | Unchanged |
| Sculptor Capital LP | 132,200 | $3.22M | 0.06% | +92,500+233.0% | Added |
| Susquehanna International Group, LLP | 133,080 | $3.25M | 0.01% | +21,402+19.2% | Added |
| Wells Fargo & Company | 137,241 | $3.35M | 0.00% | −155,870−53.2% | Reduced |
| Jump Financial, LLC | 140,902 | $3.44M | 0.07% | +126,341+867.7% | Added |
| Capital Fund Management S.A. | 143,356 | $3.50M | 0.04% | +103,658+261.1% | Added |
| UBS Group AG | 144,562 | $3.53M | 0.00% | +93,720+184.3% | Added |
| Next Century Growth Investors LLC | 152,925 | $3.73M | 0.30% | +81,295+113.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 169,189 | $4.13M | 0.01% | +70,522+71.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 182,223 | $4.44M | 1.71% | +78,978+76.5% | Added |
| Voya Investment Management LLC | 185,414 | $4.52M | 0.00% | +32,040+20.9% | Added |
| Ensign Peak Advisors, Inc | 207,490 | $5.06M | 0.01% | +13,812+7.1% | Added |
| Charles Schwab Investment Management Inc | 219,074 | $5.34M | 0.00% | +20,469+10.3% | Added |
| Hodges Capital Management Inc. | 253,730 | $6.19M | 0.40% | −17,006−6.3% | Reduced |
| Two Sigma Investments, LP | 254,867 | $6.22M | 0.01% | +146,917+136.1% | Added |
| Millennium Management LLC | 307,356 | $7.50M | 0.01% | −28,293−8.4% | Reduced |
| State Street Corp | 319,235 | $7.79M | 0.00% | +7,990+2.6% | Added |
| Balyasny Asset Management LLC | 368,188 | $8.98M | 0.02% | +368,188 | New |
| Mitsubishi UFJ Trust & Banking Corp | 368,304 | $8.98M | 0.02% | +88,105+31.4% | Added |
| AXA S.A. | 376,034 | $9.17M | 0.03% | −4,160−1.1% | Reduced |
| TCW Group Inc | 384,274 | $9.37M | 0.08% | +3,075+0.8% | Added |
| Adage Capital Partners GP, L.L.C. | 415,000 | $10.1M | 0.02% | −183,000−30.6% | Reduced |
| S Squared Technology, LLC | 450,000 | $11.0M | 4.68% | +105,000+30.4% | Added |
| Geode Capital Management, LLC | 503,758 | $12.3M | 0.00% | +46,721+10.2% | Added |
| Bank of America Corp | 532,015 | $13.0M | 0.00% | +511,250+2,462.1% | Added |
| Voloridge Investment Management, LLC | 558,308 | $13.6M | 0.05% | +510,581+1,069.8% | Added |
| Invesco Ltd. | 577,972 | $14.1M | 0.00% | −412,606−41.7% | Reduced |
| Raymond James & Associates | 609,041 | $14.9M | 0.01% | −59,062−8.8% | Reduced |
| First Trust Advisors LP | 611,777 | $14.9M | 0.01% | +283,864+86.6% | Added |
| Legal & General Group Plc | 613,045 | $15.0M | 0.00% | +251,196+69.4% | Added |