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 |
|---|---|---|---|---|---|
| Western Wealth Management, LLC | 15,550 | $379.3K | 0.02% | −300−1.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,513 | $370.4K | 0.00% | −978−6.3% | Reduced |
| Quent Capital, LLC | 14,300 | $364.9K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14,805 | $361.1K | 0.00% | +280+1.9% | Added |
| M&T Bank Corp | 14,650 | $357.3K | 0.00% | +2,015+15.9% | Added |
| Entropy Technologies, LP | 14,197 | $346.3K | 0.04% | −289−2.0% | Reduced |
| State of Wisconsin Investment Board | 13,940 | $340.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13,330 | $325.1K | 0.03% | +8,235+161.6% | Added |
| Oppenheimer & Co Inc | 13,131 | $320.3K | 0.00% | +5,694+76.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,759 | $311.2K | 0.00% | −3,049−19.3% | Reduced |
| Arete Wealth Advisors, LLC | 12,750 | $311.0K | 0.03% | +12,750 | New |
| Citigroup Inc | 12,635 | $308.2K | 0.00% | +2,870+29.4% | Added |
| Advisor Group Holdings, Inc. | 12,620 | $307.8K | 0.00% | −1,065−7.8% | Reduced |
| National Philanthropic Trust | 11,900 | $290.2K | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 11,873 | $289.6K | 0.00% | −87,431−88.0% | Reduced |
| Arizona State Retirement System | 11,768 | $287.0K | 0.00% | +1,905+19.3% | Added |
| Wolverine Trading, LLC | 11,183 | $285.4K | 0.01% | +11,183 | New |
| Omers Administration Corp | 11,600 | $282.9K | 0.00% | +11,600 | New |
| Scientech Research LLC | 11,290 | $275.4K | 0.05% | +11,290 | New |
| Clear Creek Financial Management, LLC | 11,200 | $273.2K | 0.03% | +11,200 | New |
| US Bancorp | 11,104 | $270.8K | 0.00% | −2,486−18.3% | Reduced |
| Atria Investments LLC | 10,950 | $267.1K | 0.00% | +4,277+64.1% | Added |
| Captrust Financial Advisors | 10,919 | $266.3K | 0.00% | −41,667−79.2% | Reduced |
| Advisors Asset Management, Inc. | 10,869 | $265.1K | 0.00% | +2,544+30.6% | Added |
| MML Investors Services, LLC | 10,292 | $251.0K | 0.00% | −1,144−10.0% | Reduced |
| Stifel Financial Corp | 10,186 | $248.4K | 0.00% | −7,100−41.1% | Reduced |
| L & S Advisors Inc | 10,080 | $245.9K | 0.03% | +10,080 | New |
| 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 |
| Engineers Gate Manager LP | 9,706 | $236.7K | 0.00% | −8,967−48.0% | Reduced |
| Barclays PLC | 9,346 | $227.9K | 0.00% | +8,571+1,105.9% | Added |
| Handelsbanken Fonder AB | 9,300 | $227.0K | 0.00% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 9,296 | $226.7K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,103 | $222.0K | 0.00% | +9,103 | New |
| Pathstone Holdings, LLC | 9,011 | $219.8K | 0.00% | +2,482+38.0% | Added |
| Quadrature Capital Ltd | 8,968 | $218.6K | 0.00% | +8,968 | New |
| Greenwood Capital Associates LLC | 8,316 | $202.8K | 0.03% | −284−3.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,309 | $153.9K | 0.00% | 00.0% | Unchanged |
| nVerses Capital, LLC | 5,900 | $143.9K | 0.07% | +1,400+31.1% | Added |
| Armstrong Advisory Group, Inc | 5,303 | $129.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4,900 | $119.5K | 0.03% | 00.0% | Unchanged |
| Natixis Investment Managers International | 4,576 | $111.6K | 0.01% | +1,470+47.3% | Added |
| Van Eck Associates Corp | 3,497 | $99.0K | 0.00% | +774+28.4% | Added |
| National Bank of Canada | 3,557 | $86.8K | 0.00% | +957+36.8% | Added |
| Quarry LP | 3,508 | $85.6K | 0.03% | +1,661+89.9% | Added |
| Rothschild Investment LLC | 3,357 | $81.9K | 0.01% | −20−0.6% | Reduced |
| Ostrum Asset Management | 3,008 | $73.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,616 | $63.8K | 0.00% | +1,166+80.4% | Added |
| Tower Research Capital LLC (TRC) | 2,548 | $62.1K | 0.00% | −3,484−57.8% | Reduced |
| Quest Partners LLC | 2,523 | $61.5K | 0.01% | +2,510+19,307.7% | Added |
| RiverPark Advisors, LLC | 2,034 | $49.6K | 0.04% | +1,211+147.1% | Added |
| Arcadia Investment Management Corp | 2,000 | $48.8K | 0.01% | +2,000 | New |
| Crewe Advisors LLC | 1,913 | $46.7K | 0.01% | −1,887−49.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,856 | $45.3K | 0.00% | +1,566+540.0% | Added |
| Rhumbline Advisers | 1,769 | $43.1K | 0.00% | +1,475+501.7% | Added |
| The PNC Financial Services Group, Inc. | 1,557 | $38.0K | 0.00% | −10,000−86.5% | Reduced |
| Castleview Partners, LLC | 1,500 | $36.6K | 0.02% | +500+50.0% | Added |
| Farther Finance Advisors, LLC | 1,221 | $29.8K | 0.00% | −792−39.3% | Reduced |
| Carolinas Wealth Consulting LLC | 1,207 | $29.4K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,190 | $29.0K | 0.00% | +649+120.0% | Added |
| Centerpoint Advisors, LLC | 1,200 | $29.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,081 | $26.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,088 | $26.0K | 0.00% | −2,050−65.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,056 | $25.8K | 0.00% | +1,056 | New |
| Jones Financial Companies LLLP | 967 | $24.7K | 0.00% | −282−22.6% | Reduced |
| 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 |
| Householder Group Estate & Retirement Specialist, LLC | 1,004 | $24.0K | 0.01% | +1,004 | New |
| IFP Advisors, Inc | 865 | $21.1K | 0.00% | +865 | New |
| Newbridge Financial Services Group, Inc. | 800 | $19.5K | 0.01% | +800 | New |
| CWM, LLC | 725 | $18.0K | 0.00% | +434+149.1% | Added |
| Hanson & Doremus Investment Management | 576 | $14.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 479 | $11.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 418 | $10.2K | 0.00% | −539−56.3% | Reduced |
| GWM Advisors LLC | 412 | $10.0K | 0.00% | −24−5.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 411 | $10.0K | 0.00% | +411 | New |
| Ramirez Asset Management, Inc. | 400 | $9.76K | 0.00% | −700−63.6% | Reduced |
| Mechanics Financial Corp | 400 | $9.76K | 0.00% | +400 | New |
| Rakuten Securities, Inc. | 328 | $8.00K | 0.00% | +27+9.0% | Added |
| TFC Financial Management | 314 | $7.66K | 0.00% | −837−72.7% | Reduced |
| First Personal Financial Services | 310 | $7.56K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 254 | $6.20K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 204 | $4.98K | 0.00% | +204 | New |
| Trust Co of Vermont | 200 | $4.88K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 195 | $4.76K | 0.00% | +195 | New |
| Wolff Wiese Magana LLC | 191 | $4.66K | 0.00% | −150−44.0% | Reduced |
| Darwin Advisors, LLC | 125 | $3.05K | 0.00% | +125 | New |
| First Horizon Advisors, Inc. | 112 | $2.73K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 101 | $2.46K | 0.00% | 00.0% | Unchanged |
| 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 |
| Pacer Advisors, Inc. | 86 | $2.10K | 0.00% | +20+30.3% | Added |
| Ci Investments Inc. | 66 | $2.00K | 0.00% | +1+1.5% | Added |
| Harbour Investments, Inc. | 72 | $1.76K | 0.00% | +39+118.2% | Added |
| Principal Securities, Inc. | 69 | $1.68K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 51 | $1.24K | 0.00% | −39−43.3% | Reduced |
| NVWM, LLC | 50 | $1.22K | 0.00% | 00.0% | Unchanged |