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 |
|---|---|---|---|---|---|
| Gsa Capital Partners LLP | 11,242 | $267.0K | 0.02% | −13,439−54.5% | Reduced |
| Vista Investment Partners LLC | 11,299 | $267.9K | 0.08% | −8,544−43.1% | Reduced |
| Armstrong Advisory Group, Inc | 11,782 | $279.4K | 0.02% | +6,479+122.2% | Added |
| Handelsbanken Fonder AB | 11,900 | $282.0K | 0.00% | +2,600+28.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,928 | $282.8K | 0.00% | −831−6.5% | Reduced |
| Arizona State Retirement System | 12,010 | $284.8K | 0.00% | +242+2.1% | Added |
| Western Wealth Management, LLC | 12,350 | $292.8K | 0.02% | −3,200−20.6% | Reduced |
| Spire Wealth Management | 12,584 | $298.4K | 0.01% | +12,584 | New |
| Cambridge Investment Research Advisors, Inc. | 12,921 | $306.0K | 0.00% | +3,818+41.9% | Added |
| Pathstone Holdings, LLC | 13,022 | $308.8K | 0.00% | +4,011+44.5% | Added |
| Intergy Private Wealth, LLC | 13,094 | $310.5K | 0.12% | +13,094 | New |
| Sunbelt Securities, Inc. | 12,830 | $312.5K | 0.03% | −500−3.8% | Reduced |
| Greenwood Gearhart Inc | 14,217 | $337.1K | 0.02% | +14,217 | New |
| Mirae Asset Global Investments Co., Ltd. | 14,224 | $342.5K | 0.00% | −289−2.0% | Reduced |
| Susquehanna International Group, LLP | 14,545 | $344.9K | 0.00% | −118,535−89.1% | Reduced |
| Congress Wealth Management LLC | 15,000 | $355.6K | 0.00% | +15,000 | New |
| MML Investors Services, LLC | 16,008 | $380.0K | 0.00% | +5,716+55.5% | Added |
| JPMorgan Chase & Co | 17,349 | $411.3K | 0.00% | +375+2.2% | Added |
| First Dallas Securities Inc. | 17,500 | $415.0K | 0.17% | −14,900−46.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,451 | $421.8K | 0.00% | +1,646+11.1% | Added |
| M&T Bank Corp | 18,095 | $429.0K | 0.00% | +3,445+23.5% | Added |
| Envestnet Asset Management Inc | 18,542 | $439.6K | 0.00% | −958−4.9% | Reduced |
| Verition Fund Management LLC | 19,197 | $455.2K | 0.00% | −13,932−42.1% | Reduced |
| AlphaCentric Advisors LLC | 20,000 | $474.2K | 0.47% | −5,000−20.0% | Reduced |
| Twinbeech Capital LP | 20,256 | $480.3K | 0.01% | +20,256 | New |
| Advisor Group Holdings, Inc. | 20,877 | $494.4K | 0.00% | +8,257+65.4% | Added |
| Millennium Management LLC | 21,168 | $501.9K | 0.00% | −286,188−93.1% | Reduced |
| Walleye Capital LLC | 21,615 | $512.5K | 0.00% | +21,615 | New |
| Engineers Gate Manager LP | 21,674 | $513.9K | 0.01% | +11,968+123.3% | Added |
| Leonteq Securities AG | 22,319 | $529.2K | 0.05% | +6,577+41.8% | Added |
| SG Americas Securities, LLC | 23,585 | $559.0K | 0.00% | +23,585 | New |
| Cetera Investment Advisers | 24,621 | $583.8K | 0.00% | +1,332+5.7% | Added |
| Alberta Investment Management Corp | 24,700 | $585.6K | 0.00% | +24,700 | New |
| HSBC Holdings PLC | 25,074 | $600.8K | 0.00% | +25,074 | New |
| Advisors Asset Management, Inc. | 25,802 | $611.8K | 0.01% | +14,933+137.4% | Added |
| HighTower Advisors, LLC | 26,371 | $625.3K | 0.00% | +3,033+13.0% | Added |
| Retirement Planning Co of New England, Inc. | 27,328 | $647.9K | 0.31% | −1,363−4.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 28,381 | $672.9K | 0.01% | −807−2.8% | Reduced |
| DDD Partners, LLC | 28,982 | $687.2K | 0.08% | −2,392−7.6% | Reduced |
| Littlejohn Financial Services, Inc. | 33,067 | $784.0K | 0.70% | +33,067 | New |
| Capital Market Strategies LLC | 33,805 | $801.5K | 0.46% | +33,805 | New |
| Natixis | 34,906 | $827.6K | 0.01% | +34,906 | New |
| California State Teachers Retirement System | 35,783 | $848.4K | 0.00% | +101+0.3% | Added |
| Virtu Financial LLC | 35,889 | $851.0K | 0.05% | +35,889 | New |
| Allianz SE | 35,072 | $854.4K | 0.02% | +35,072 | New |
| Balyasny Asset Management LLC | 36,048 | $854.7K | 0.00% | −332,140−90.2% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 35,255 | $858.8K | 0.34% | −146,968−80.7% | Reduced |
| 180 Wealth Advisors, LLC | 38,621 | $915.7K | 0.14% | +2,063+5.6% | Added |
| Main Management ETF Advisors, LLC | 41,296 | $979.0K | 0.04% | −3,712−8.2% | Reduced |
| Ameriprise Financial Inc | 41,930 | $994.1K | 0.00% | −57,932−58.0% | Reduced |
| LPL Financial LLC | 43,167 | $1.02M | 0.00% | +10,341+31.5% | Added |
| Susquehanna Fundamental Investments, LLC | 44,432 | $1.05M | 0.02% | +44,432 | New |
| Bouvel Investment Partners, LLC | 44,539 | $1.06M | 0.38% | +44,539 | New |
| Bank of New York Mellon Corp | 44,607 | $1.06M | 0.00% | −18,411−29.2% | Reduced |
| Next Century Growth Investors LLC | 45,582 | $1.08M | 0.08% | −107,343−70.2% | Reduced |
| PDT Partners, LLC | 47,540 | $1.13M | 0.10% | +47,540 | New |
| Commonwealth Equity Services, LLC | 48,672 | $1.15M | 0.00% | +619+1.3% | Added |
| Legacy Capital Wealth Partners, LLC | 49,114 | $1.16M | 0.29% | 00.0% | Unchanged |
| Marathon Capital Management | 49,580 | $1.18M | 0.29% | +9,850+24.8% | Added |
| Dimensional Fund Advisors LP | 49,781 | $1.18M | 0.00% | −11,404−18.6% | Reduced |
| Amundi | 47,199 | $1.25M | 0.00% | +10,895+30.0% | Added |
| Headlands Technologies LLC | 53,032 | $1.26M | 0.13% | +53,032 | New |
| Danske Bank A/S | 55,734 | $1.32M | 0.00% | +55,734 | New |
| Ensign Peak Advisors, Inc | 57,507 | $1.36M | 0.00% | −149,983−72.3% | Reduced |
| Robocap Asset Management Ltd | 57,680 | $1.37M | 0.92% | +57,680 | New |
| SEI Investments Co | 58,335 | $1.38M | 0.00% | +58,335 | New |
| Baird Financial Group, Inc. | 58,340 | $1.38M | 0.00% | −12,950−18.2% | Reduced |
| Blair William & Co | 61,091 | $1.45M | 0.00% | −1,375−2.2% | Reduced |
| Sanctuary Advisors, LLC | 48,692 | $1.45M | 0.01% | +6,495+15.4% | Added |
| Royal Bank of Canada | 65,889 | $1.56M | 0.00% | −28,473−30.2% | Reduced |
| Hunter Associates Investment Management LLC | 67,413 | $1.60M | 0.24% | +4,320+6.8% | Added |
| Tanaka Capital Management Inc | 72,688 | $1.72M | 3.94% | +29,596+68.7% | Added |
| UBS Asset Management Americas Inc | 73,801 | $1.75M | 0.00% | +15,394+26.4% | Added |
| Swiss National Bank | 81,700 | $1.94M | 0.00% | +1,900+2.4% | Added |
| Group One Trading, L.P. | 83,065 | $1.97M | 0.07% | −1,576−1.9% | Reduced |
| Taylor Frigon Capital Management LLC | 83,233 | $1.97M | 1.00% | +13,104+18.7% | Added |
| Jane Street Group, LLC | 85,077 | $2.02M | 0.00% | +67,089+373.0% | Added |
| Bourne Lent Asset Management Inc | 87,210 | $2.07M | 0.79% | +22,500+34.8% | Added |
| Point72 Asset Management, L.P. | 94,957 | $2.25M | 0.01% | +94,957 | New |
| Register Financial Advisors LLC | 109,417 | $2.59M | 1.30% | −16,555−13.1% | Reduced |
| Northern Trust Corp | 110,148 | $2.61M | 0.00% | +21,077+23.7% | Added |
| Wells Fargo & Company | 123,621 | $2.93M | 0.00% | −13,620−9.9% | Reduced |
| Sculptor Capital LP | 132,200 | $3.13M | 0.05% | 00.0% | Unchanged |
| Twin Tree Management, LP | 155,729 | $3.69M | 0.09% | +28,452+22.4% | Added |
| Toroso Investments, LLC | 174,672 | $4.14M | 0.03% | +174,672 | New |
| Janus Henderson Group PLC | 179,516 | $4.26M | 0.00% | +162,116+931.7% | Added |
| Goldman Sachs Group Inc | 184,106 | $4.37M | 0.00% | −500,308−73.1% | Reduced |
| Divisadero Street Capital Management, LP | 187,317 | $4.44M | 0.56% | +187,317 | New |
| ARK Investment Management LLCSuperinvestorARK Invest | 190,067 | $4.51M | 0.04% | +190,067 | New |
| Charles Schwab Investment Management Inc | 230,996 | $5.48M | 0.00% | +11,922+5.4% | Added |
| Hood River Capital Management LLC | 240,571 | $5.70M | 0.08% | +240,571 | New |
| Capital Fund Management S.A. | 246,572 | $5.85M | 0.06% | +103,216+72.0% | Added |
| National Bank of Canada | 260,264 | $6.17M | 0.01% | +256,707+7,217.0% | Added |
| Hodges Capital Management Inc. | 273,841 | $6.49M | 0.39% | +20,111+7.9% | Added |
| Bank of America Corp | 285,193 | $6.76M | 0.00% | −246,822−46.4% | Reduced |
| State Street Corp | 305,223 | $7.24M | 0.00% | −14,012−4.4% | Reduced |
| Two Sigma Investments, LP | 321,622 | $7.63M | 0.02% | +66,755+26.2% | Added |
| Citadel Advisors LLC | 329,924 | $7.82M | 0.01% | +225,544+216.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 356,079 | $8.44M | 0.02% | −12,225−3.3% | Reduced |
| First Trust Advisors LP | 357,262 | $8.47M | 0.01% | −254,515−41.6% | Reduced |