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 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 684,414 | $16.7M | 0.00% | +643,921+1,590.2% | Added |
| Morgan Stanley | 704,327 | $17.2M | 0.00% | +252,475+55.9% | Added |
| Norges Bank | 750,000 | $18.3M | 0.00% | +750,000 | New |
| BlackRock, Inc. | 785,553 | $19.2M | 0.00% | +785,553 | New |
| Zevenbergen Capital Investments LLC | 788,092 | $19.2M | 0.40% | +134,483+20.6% | Added |
| Exchange Traded Concepts, LLC | 873,987 | $21.3M | 0.51% | +379,726+76.8% | Added |
| Thematics Asset Management | 1,048,170 | $25.6M | 1.01% | +242,661+30.1% | Added |
| FMR LLC | 1,065,229 | $26.0M | 0.00% | −8,479−0.8% | Reduced |
| Frontier Capital Management Co LLC | 1,187,600 | $29.0M | 0.27% | +731,076+160.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,204,621 | $29.5M | 0.07% | −24,993−2.0% | Reduced |
| Vanguard Group Inc | 3,517,665 | $85.8M | 0.00% | +342,846+10.8% | Added |
| SVF Sponsor III (DE) LLC | 9,090,000 | $221.7M | 100.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 14,070,999 | $343.2M | 0.26% | +3,410,050+32.0% | Added |
| Softbank Group Corp | 39,825,312 | $971.3M | 4.43% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 0 | $0 | 0.00% | −291,393−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −195,498−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −164,708−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −148,380−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −119,651−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −107,534−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −94,500−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −93,493−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −84,341−100.0% | Sold out |
| 1492 Capital Management LLC | 0 | $0 | 0.00% | −81,041−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −62,980−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −60,524−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −43,311−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −35,169−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −31,468−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −30,495−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −26,789−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −26,553−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −24,055−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −21,600−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −20,905−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −20,894−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −15,430−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −14,612−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −14,556−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −13,398−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,050−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −12,686−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −11,356−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −11,050−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −10,436−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −10,041−100.0% | Sold out |
| Jade Capital Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,412−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −8,837−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −8,655−100.0% | Sold out |
| Skylands Capital, LLC | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −8,275−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −7,417−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −7,314−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −7,158−100.0% | Sold out |
| Lakeshore Financial Planning, Inc. | 0 | $0 | 0.00% | −6,730−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −6,101−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −5,934−100.0% | Sold out |
| Elite Wealth Management, Inc. | 0 | $0 | 0.00% | −5,932−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,430−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −2,367−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −1,692−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,558−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −1,165−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,064−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −153−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| ICA Group Wealth Management, LLC | – | – | – | – | Not filed |