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, Q4 2024
Institutional positions in Symbotic Inc. as of Dec 31, 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
- 222
- +12 vs. Q3 2024
- Shares held
- 102.6M
- +15.1M (+17.2%) vs. Q3 2024
- Total value
- $2.43B
- +$296.3M (+13.9%) vs. Q3 2024
- New holders
- 63
- 59 more added
- Sold out
- 51
- 62 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Softbank Group Corp | 39,825,312 | $944.3M | 4.04% | 00.0% | Unchanged |
| Walmart Inc. | 15,000,000 | $355.6M | 97.17% | +15,000,000 | New |
| Baillie Gifford & Co | 13,904,789 | $329.7M | 0.25% | −166,210−1.2% | Reduced |
| SVF Sponsor III (DE) LLC | 9,090,000 | $215.5M | 100.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 4,970,292 | $117.8M | 0.00% | +1,452,627+41.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,156,364 | $27.5M | 0.06% | −48,257−4.0% | Reduced |
| UBS Group AG | 978,517 | $23.2M | 0.01% | +833,955+576.9% | Added |
| FMR LLC | 968,156 | $23.0M | 0.00% | −97,073−9.1% | Reduced |
| BlackRock, Inc. | 930,293 | $22.1M | 0.00% | +144,740+18.4% | Added |
| Raymond James Financial Inc | 875,306 | $20.8M | 0.01% | +875,306 | New |
| Morgan Stanley | 867,207 | $20.6M | 0.00% | +162,880+23.1% | Added |
| Thematics Asset Management | 754,862 | $17.9M | 0.78% | −293,308−28.0% | Reduced |
| Zevenbergen Capital Investments LLC | 733,436 | $17.4M | 0.35% | −54,656−6.9% | Reduced |
| Invesco Ltd. | 727,890 | $17.3M | 0.00% | +149,918+25.9% | Added |
| Frontier Capital Management Co LLC | 620,966 | $14.7M | 0.14% | −566,634−47.7% | Reduced |
| TCW Group Inc | 582,955 | $13.8M | 0.12% | +198,681+51.7% | Added |
| Exchange Traded Concepts, LLC | 576,666 | $13.7M | 0.28% | −297,321−34.0% | Reduced |
| Geode Capital Management, LLC | 505,114 | $12.0M | 0.00% | +1,356+0.3% | Added |
| S Squared Technology, LLC | 450,000 | $10.7M | 4.43% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 449,694 | $10.7M | 0.01% | +449,694 | New |
| Legal & General Group Plc | 420,147 | $9.96M | 0.00% | −192,898−31.5% | Reduced |
| AXA S.A. | 367,486 | $8.71M | 0.03% | −8,548−2.3% | Reduced |
| First Trust Advisors LP | 357,262 | $8.47M | 0.01% | −254,515−41.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 356,079 | $8.44M | 0.02% | −12,225−3.3% | Reduced |
| Citadel Advisors LLC | 329,924 | $7.82M | 0.01% | +225,544+216.1% | Added |
| Two Sigma Investments, LP | 321,622 | $7.63M | 0.02% | +66,755+26.2% | Added |
| State Street Corp | 305,223 | $7.24M | 0.00% | −14,012−4.4% | Reduced |
| Bank of America Corp | 285,193 | $6.76M | 0.00% | −246,822−46.4% | Reduced |
| Hodges Capital Management Inc. | 273,841 | $6.49M | 0.39% | +20,111+7.9% | Added |
| National Bank of Canada | 260,264 | $6.17M | 0.01% | +256,707+7,217.0% | Added |
| Capital Fund Management S.A. | 246,572 | $5.85M | 0.06% | +103,216+72.0% | Added |
| Hood River Capital Management LLC | 240,571 | $5.70M | 0.08% | +240,571 | New |
| Charles Schwab Investment Management Inc | 230,996 | $5.48M | 0.00% | +11,922+5.4% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 190,067 | $4.51M | 0.04% | +190,067 | New |
| Divisadero Street Capital Management, LP | 187,317 | $4.44M | 0.56% | +187,317 | New |
| Goldman Sachs Group Inc | 184,106 | $4.37M | 0.00% | −500,308−73.1% | Reduced |
| Janus Henderson Group PLC | 179,516 | $4.26M | 0.00% | +162,116+931.7% | Added |
| Toroso Investments, LLC | 174,672 | $4.14M | 0.03% | +174,672 | New |
| Twin Tree Management, LP | 155,729 | $3.69M | 0.09% | +28,452+22.4% | Added |
| Sculptor Capital LP | 132,200 | $3.13M | 0.05% | 00.0% | Unchanged |
| Wells Fargo & Company | 123,621 | $2.93M | 0.00% | −13,620−9.9% | Reduced |
| Northern Trust Corp | 110,148 | $2.61M | 0.00% | +21,077+23.7% | Added |
| Register Financial Advisors LLC | 109,417 | $2.59M | 1.30% | −16,555−13.1% | Reduced |
| Point72 Asset Management, L.P. | 94,957 | $2.25M | 0.01% | +94,957 | New |
| Bourne Lent Asset Management Inc | 87,210 | $2.07M | 0.79% | +22,500+34.8% | Added |
| Jane Street Group, LLC | 85,077 | $2.02M | 0.00% | +67,089+373.0% | Added |
| Taylor Frigon Capital Management LLC | 83,233 | $1.97M | 1.00% | +13,104+18.7% | Added |
| Group One Trading, L.P. | 83,065 | $1.97M | 0.07% | −1,576−1.9% | Reduced |
| Swiss National Bank | 81,700 | $1.94M | 0.00% | +1,900+2.4% | Added |
| UBS Asset Management Americas Inc | 73,801 | $1.75M | 0.00% | +15,394+26.4% | Added |
| Tanaka Capital Management Inc | 72,688 | $1.72M | 3.94% | +29,596+68.7% | Added |
| Hunter Associates Investment Management LLC | 67,413 | $1.60M | 0.24% | +4,320+6.8% | Added |
| Royal Bank of Canada | 65,889 | $1.56M | 0.00% | −28,473−30.2% | Reduced |
| Sanctuary Advisors, LLC | 48,692 | $1.45M | 0.01% | +6,495+15.4% | Added |
| Blair William & Co | 61,091 | $1.45M | 0.00% | −1,375−2.2% | Reduced |
| Baird Financial Group, Inc. | 58,340 | $1.38M | 0.00% | −12,950−18.2% | Reduced |
| SEI Investments Co | 58,335 | $1.38M | 0.00% | +58,335 | New |
| Robocap Asset Management Ltd | 57,680 | $1.37M | 0.92% | +57,680 | New |
| Ensign Peak Advisors, Inc | 57,507 | $1.36M | 0.00% | −149,983−72.3% | Reduced |
| Danske Bank A/S | 55,734 | $1.32M | 0.00% | +55,734 | New |
| Headlands Technologies LLC | 53,032 | $1.26M | 0.13% | +53,032 | New |
| Amundi | 47,199 | $1.25M | 0.00% | +10,895+30.0% | Added |
| Dimensional Fund Advisors LP | 49,781 | $1.18M | 0.00% | −11,404−18.6% | Reduced |
| Marathon Capital Management | 49,580 | $1.18M | 0.29% | +9,850+24.8% | Added |
| Legacy Capital Wealth Partners, LLC | 49,114 | $1.16M | 0.29% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 48,672 | $1.15M | 0.00% | +619+1.3% | Added |
| PDT Partners, LLC | 47,540 | $1.13M | 0.10% | +47,540 | New |
| Next Century Growth Investors LLC | 45,582 | $1.08M | 0.08% | −107,343−70.2% | Reduced |
| Bank of New York Mellon Corp | 44,607 | $1.06M | 0.00% | −18,411−29.2% | Reduced |
| Bouvel Investment Partners, LLC | 44,539 | $1.06M | 0.38% | +44,539 | New |
| Susquehanna Fundamental Investments, LLC | 44,432 | $1.05M | 0.02% | +44,432 | New |
| LPL Financial LLC | 43,167 | $1.02M | 0.00% | +10,341+31.5% | Added |
| Ameriprise Financial Inc | 41,930 | $994.1K | 0.00% | −57,932−58.0% | Reduced |
| Main Management ETF Advisors, LLC | 41,296 | $979.0K | 0.04% | −3,712−8.2% | Reduced |
| 180 Wealth Advisors, LLC | 38,621 | $915.7K | 0.14% | +2,063+5.6% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 35,255 | $858.8K | 0.34% | −146,968−80.7% | Reduced |
| Balyasny Asset Management LLC | 36,048 | $854.7K | 0.00% | −332,140−90.2% | Reduced |
| Allianz SE | 35,072 | $854.4K | 0.02% | +35,072 | New |
| Virtu Financial LLC | 35,889 | $851.0K | 0.05% | +35,889 | New |
| California State Teachers Retirement System | 35,783 | $848.4K | 0.00% | +101+0.3% | Added |
| Natixis | 34,906 | $827.6K | 0.01% | +34,906 | New |
| Capital Market Strategies LLC | 33,805 | $801.5K | 0.46% | +33,805 | New |
| Littlejohn Financial Services, Inc. | 33,067 | $784.0K | 0.70% | +33,067 | New |
| DDD Partners, LLC | 28,982 | $687.2K | 0.08% | −2,392−7.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 28,381 | $672.9K | 0.01% | −807−2.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 27,328 | $647.9K | 0.31% | −1,363−4.8% | Reduced |
| HighTower Advisors, LLC | 26,371 | $625.3K | 0.00% | +3,033+13.0% | Added |
| Advisors Asset Management, Inc. | 25,802 | $611.8K | 0.01% | +14,933+137.4% | Added |
| HSBC Holdings PLC | 25,074 | $600.8K | 0.00% | +25,074 | New |
| Alberta Investment Management Corp | 24,700 | $585.6K | 0.00% | +24,700 | New |
| Cetera Investment Advisers | 24,621 | $583.8K | 0.00% | +1,332+5.7% | Added |
| SG Americas Securities, LLC | 23,585 | $559.0K | 0.00% | +23,585 | New |
| Leonteq Securities AG | 22,319 | $529.2K | 0.05% | +6,577+41.8% | Added |
| Engineers Gate Manager LP | 21,674 | $513.9K | 0.01% | +11,968+123.3% | Added |
| Walleye Capital LLC | 21,615 | $512.5K | 0.00% | +21,615 | New |
| Millennium Management LLC | 21,168 | $501.9K | 0.00% | −286,188−93.1% | Reduced |
| Advisor Group Holdings, Inc. | 20,877 | $494.4K | 0.00% | +8,257+65.4% | Added |
| Twinbeech Capital LP | 20,256 | $480.3K | 0.01% | +20,256 | New |
| AlphaCentric Advisors LLC | 20,000 | $474.2K | 0.47% | −5,000−20.0% | Reduced |
| Verition Fund Management LLC | 19,197 | $455.2K | 0.00% | −13,932−42.1% | Reduced |