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Livermore
Livermore
ZHEN

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 11 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.

Q4 2024 vs. Q3 2024

How the institutions holding Symbotic Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of SYM: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders2144222+12
Shares88.4M837.6K102.6M+15.1M (+17.2%)
Value$2.16B$20.4M$2.43B+$296.3M (+13.9%)

4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (63)

Institutions that held Symbotic Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to SYM in Q4 2024
InstitutionSharesValue% of portfolio
Walmart Inc.15,000,000$355.6M97.17%
Raymond James Financial Inc875,306$20.8M0.01%
BNP Paribas Arbitrage, SA449,694$10.7M0.01%
Hood River Capital Management LLC240,571$5.70M0.08%
ARK Investment Management LLCSuperinvestorARK Invest190,067$4.51M0.04%
Divisadero Street Capital Management, LP187,317$4.44M0.56%
Toroso Investments, LLC174,672$4.14M0.03%
Point72 Asset Management, L.P.94,957$2.25M0.01%
SEI Investments Co58,335$1.38M0.00%
Robocap Asset Management Ltd57,680$1.37M0.92%
Danske Bank A/S55,734$1.32M0.00%
Headlands Technologies LLC53,032$1.26M0.13%
PDT Partners, LLC47,540$1.13M0.10%
Bouvel Investment Partners, LLC44,539$1.06M0.38%
Susquehanna Fundamental Investments, LLC44,432$1.05M0.02%
Allianz SE35,072$854.4K0.02%
Virtu Financial LLC35,889$851.0K0.05%
Natixis34,906$827.6K0.01%
Capital Market Strategies LLC33,805$801.5K0.46%
Littlejohn Financial Services, Inc.33,067$784.0K0.70%
HSBC Holdings PLC25,074$600.8K0.00%
Alberta Investment Management Corp24,700$585.6K0.00%
SG Americas Securities, LLC23,585$559.0K0.00%
Walleye Capital LLC21,615$512.5K0.00%
Twinbeech Capital LP20,256$480.3K0.01%
Congress Wealth Management LLC15,000$355.6K0.00%
Greenwood Gearhart Inc14,217$337.1K0.02%
Intergy Private Wealth, LLC13,094$310.5K0.12%
Spire Wealth Management12,584$298.4K0.01%
Bridgefront Capital, LLC10,032$237.9K0.08%
Bayesian Capital Management, LP9,200$218.1K0.03%
Grove Street Fiduciary, LLC8,445$200.2K0.11%
KLP Kapitalforvaltning AS8,200$194.4K0.00%
SBI Securities Co., Ltd.6,491$153.9K0.00%
MCF Advisors LLC3,564$84.5K0.01%
Private Trust Co NA2,000$47.4K0.00%
Pilgrim Partners Asia Pte Ltd1,980$46.9K0.04%
Concord Wealth Partners785$18.6K0.00%
Rocky Mountain Advisers, LLC650$15.4K0.00%
IMG Wealth Management, Inc.630$14.9K0.01%
SRS Capital Advisors, Inc.300$7.11K0.00%
New Wave Wealth Advisors LLC225$5.33K0.00%
Atlantic Trust, LLC173$4.10K0.00%
Geneos Wealth Management Inc.128$3.04K0.00%
Rialto Wealth Management, LLC120$2.85K0.00%
R Squared Ltd120$2.85K0.00%
Beacon Capital Management, LLC113$2.68K0.00%
Caitong International Asset Management Co., Ltd111$2.63K0.00%
GPS Wealth Strategies Group, LLC100$2.37K0.00%
Murphy & Mullick Capital Management Corp100$2.37K0.00%
Allworth Financial LP65$2.16K0.00%
GAMMA Investing LLC74$1.75K0.00%
Bullock Wealth Management Group63$1.49K0.00%
MAI Capital Management60$1.42K0.00%
Ameriflex Group, Inc.44$1.29K0.00%
EverSource Wealth Advisors, LLC33$7830.00%
Hexagon Capital Partners LLC31$7350.00%
WR Wealth Planners, LLC25$5930.00%
Van Hulzen Asset Management, LLC20$4750.00%
Decker Retirement Planning Inc.20$4740.00%
Plante Moran Financial Advisors, LLC17$4030.00%
Synergy Financial Management, LLC10$2440.00%
Skopos Labs, Inc.1$240.00%

Sold out (51)

Institutions that held Symbotic Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of SYM in Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Norges Bank750,000$18.3M
Voloridge Investment Management, LLC558,308$13.6M
Adage Capital Partners GP, L.L.C.415,000$10.1M
Voya Investment Management LLC185,414$4.52M
Jump Financial, LLC140,902$3.44M
Alyeska Investment Group, L.P.128,217$3.13M
International Assets Investment Management, LLC63,658$2.61M
Canada Pension Plan Investment Board80,800$1.97M
Tenzing Global Management, LLC62,500$1.52M
Holocene Advisors, LP49,224$1.20M
Seven Eight Capital, LP43,163$1.05M
Doheny Asset Management33,690$822.0K
Essex Investment Management Co LLC28,608$697.7K
Corton Capital Inc.25,540$622.9K
Royce & Associates LP23,500$573.2K
Pinnacle Associates Ltd10,225$524.8K
1st Source Bank20,000$487.8K
Prospera Financial Services Inc19,018$463.8K
Quent Capital, LLC14,300$364.9K
Entropy Technologies, LP14,197$346.3K
State of Wisconsin Investment Board13,940$340.0K
Oppenheimer & Co Inc13,131$320.3K
Arete Wealth Advisors, LLC12,750$311.0K
National Philanthropic Trust11,900$290.2K
Trexquant Investment LP11,873$289.6K
Wolverine Trading, LLC11,183$285.4K
Omers Administration Corp11,600$282.9K
Clear Creek Financial Management, LLC11,200$273.2K
Atria Investments LLC10,950$267.1K
L & S Advisors Inc10,080$245.9K
Levin Capital Strategies, L.P.10,000$243.9K
K2 Principal Fund, L.P.10,000$243.9K
Lattice Capital Management, LLC10,000$243.9K
Quadrature Capital Ltd8,968$218.6K
Greenwood Capital Associates LLC8,316$202.8K
nVerses Capital, LLC5,900$143.9K
Quarry LP3,508$85.6K
Arcadia Investment Management Corp2,000$48.8K
NBC Securities, Inc.1,088$26.0K
Providence Capital Advisors, LLC1,000$24.4K
Mechanics Financial Corp400$9.76K
TFC Financial Management314$7.66K
Jaffetilchin Investment Partners, LLC204$4.98K
Stone House Investment Management, LLC195$4.76K
Wolff Wiese Magana LLC191$4.66K
Ci Investments Inc.66$2.00K
Clear Point Advisors Inc.51$1.24K
NVWM, LLC50$1.22K
Colonial Trust Co44$1.12K
Global Financial Private Client, LLC20$488
Capital Performance Advisors LLP1$24

Not filed for Q4 2024 yet (4)

Institutions that held Symbotic Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SYM in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates609,041$14.9M
Raymond James Financial Services Advisors, Inc.169,189$4.13M
Raymond James Trust N.A.59,050$1.44M
First Personal Financial Services310$7.56K