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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 2 | $0 | 0.00% | +1+100.0% | Added |
| Prestige Wealth Management Group LLC | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1 | $24 | 0.00% | +1 | New |
| Northwestern Mutual Wealth Management Co | 3 | $71 | 0.00% | −1,053−99.7% | Reduced |
| Legacy Investment Solutions, LLC | 3 | $80 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 3 | $80 | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 10 | $244 | 0.00% | +10 | New |
| Plante Moran Financial Advisors, LLC | 17 | $403 | 0.00% | +17 | New |
| Clean Yield Group | 20 | $474 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 20 | $474 | 0.00% | +20 | New |
| Van Hulzen Asset Management, LLC | 20 | $475 | 0.00% | +20 | New |
| Bear Mountain Capital, Inc. | 17 | $558 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 24 | $569 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 25 | $593 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 25 | $593 | 0.00% | +25 | New |
| Cape Investment Advisory, Inc. | 30 | $711 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 31 | $735 | 0.00% | +31 | New |
| EverSource Wealth Advisors, LLC | 33 | $783 | 0.00% | +33 | New |
| Versant Capital Management, Inc | 40 | $948 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 44 | $1.29K | 0.00% | +44 | New |
| Principal Securities, Inc. | 60 | $1.42K | 0.00% | −9−13.0% | Reduced |
| MAI Capital Management | 60 | $1.42K | 0.00% | +60 | New |
| Bullock Wealth Management Group | 63 | $1.49K | 0.00% | +63 | New |
| Pacer Advisors, Inc. | 71 | $1.68K | 0.00% | −15−17.4% | Reduced |
| GAMMA Investing LLC | 74 | $1.75K | 0.00% | +74 | New |
| Gen-Wealth Partners Inc | 82 | $1.94K | 0.00% | +60+272.7% | Added |
| Allworth Financial LP | 65 | $2.16K | 0.00% | +65 | New |
| Salem Investment Counselors Inc | 100 | $2.37K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $2.37K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 100 | $2.37K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 100 | $2.37K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $2.37K | 0.00% | +100 | New |
| GPS Wealth Strategies Group, LLC | 100 | $2.37K | 0.00% | +100 | New |
| Fairscale Capital, LLC | 101 | $2.40K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 111 | $2.63K | 0.00% | +111 | New |
| First Horizon Advisors, Inc. | 112 | $2.65K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 113 | $2.68K | 0.00% | +113 | New |
| R Squared Ltd | 120 | $2.85K | 0.00% | +120 | New |
| Rialto Wealth Management, LLC | 120 | $2.85K | 0.00% | +120 | New |
| Darwin Advisors, LLC | 125 | $2.96K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 128 | $3.04K | 0.00% | +128 | New |
| Harbour Investments, Inc. | 143 | $3.39K | 0.00% | +71+98.6% | Added |
| Atlantic Trust, LLC | 173 | $4.10K | 0.00% | +173 | New |
| Trust Co of Vermont | 200 | $4.74K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 225 | $5.33K | 0.00% | +225 | New |
| Financial Freedom, LLC | 254 | $6.02K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 300 | $7.11K | 0.00% | +300 | New |
| Ramirez Asset Management, Inc. | 400 | $9.48K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 418 | $9.91K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 479 | $11.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 512 | $12.0K | 0.00% | −213−29.4% | Reduced |
| GWM Advisors LLC | 534 | $12.7K | 0.00% | +122+29.6% | Added |
| RiverPark Advisors, LLC | 544 | $12.9K | 0.01% | −1,490−73.3% | Reduced |
| Hanson & Doremus Investment Management | 576 | $14.0K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 630 | $14.9K | 0.01% | +630 | New |
| Rocky Mountain Advisers, LLC | 650 | $15.4K | 0.00% | +650 | New |
| Quest Partners LLC | 669 | $15.9K | 0.00% | −1,854−73.5% | Reduced |
| Concord Wealth Partners | 785 | $18.6K | 0.00% | +785 | New |
| Newbridge Financial Services Group, Inc. | 800 | $19.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 866 | $20.5K | 0.00% | −1,750−66.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 927 | $22.0K | 0.01% | +516+125.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,004 | $23.0K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $23.7K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,081 | $25.6K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,200 | $28.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,207 | $28.6K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,225 | $29.0K | 0.00% | −2,132−63.5% | Reduced |
| IFP Advisors, Inc | 1,368 | $32.4K | 0.00% | +503+58.2% | Added |
| Farther Finance Advisors, LLC | 1,463 | $34.7K | 0.00% | +242+19.8% | Added |
| Castleview Partners, LLC | 1,500 | $37.1K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,769 | $41.9K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,856 | $44.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,908 | $45.2K | 0.01% | −5−0.3% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 1,980 | $46.9K | 0.04% | +1,980 | New |
| Private Trust Co NA | 2,000 | $47.4K | 0.00% | +2,000 | New |
| Jones Financial Companies LLLP | 2,457 | $58.3K | 0.00% | +1,490+154.1% | Added |
| Van Eck Associates Corp | 2,601 | $62.0K | 0.00% | −896−25.6% | Reduced |
| Natixis Investment Managers International | 3,349 | $79.4K | 0.01% | −1,227−26.8% | Reduced |
| MCF Advisors LLC | 3,564 | $84.5K | 0.01% | +3,564 | New |
| Tower Research Capital LLC (TRC) | 3,566 | $84.5K | 0.00% | +1,018+40.0% | Added |
| The PNC Financial Services Group, Inc. | 3,832 | $90.9K | 0.00% | +2,275+146.1% | Added |
| Ostrum Asset Management | 4,487 | $106.4K | 0.01% | +1,479+49.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,900 | $116.2K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,529 | $131.1K | 0.01% | +4,339+364.6% | Added |
| SBI Securities Co., Ltd. | 6,491 | $153.9K | 0.00% | +6,491 | New |
| Rakuten Securities, Inc. | 7,546 | $178.9K | 0.07% | +7,218+2,200.6% | Added |
| US Bancorp | 7,624 | $180.8K | 0.00% | −3,480−31.3% | Reduced |
| KLP Kapitalforvaltning AS | 8,200 | $194.4K | 0.00% | +8,200 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,444 | $200.2K | 0.00% | +2,135+33.8% | Added |
| Grove Street Fiduciary, LLC | 8,445 | $200.2K | 0.11% | +8,445 | New |
| Barclays PLC | 8,762 | $207.7K | 0.00% | −584−6.2% | Reduced |
| Captrust Financial Advisors | 8,776 | $208.1K | 0.00% | −2,143−19.6% | Reduced |
| Stifel Financial Corp | 8,947 | $212.1K | 0.00% | −1,239−12.2% | Reduced |
| Bayesian Capital Management, LP | 9,200 | $218.1K | 0.03% | +9,200 | New |
| Riverbridge Partners LLC | 9,296 | $220.4K | 0.00% | 00.0% | Unchanged |
| Options Solutions, LLC | 9,561 | $226.7K | 0.10% | −11,000−53.5% | Reduced |
| Citigroup Inc | 9,616 | $228.0K | 0.00% | −3,019−23.9% | Reduced |
| Comerica Bank | 9,938 | $235.6K | 0.00% | −25,424−71.9% | Reduced |
| Bridgefront Capital, LLC | 10,032 | $237.9K | 0.08% | +10,032 | New |
| Scientech Research LLC | 10,244 | $242.9K | 0.07% | −1,046−9.3% | Reduced |