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 |
|---|---|---|---|---|---|
| AXA S.A. | 367,486 | $8.71M | 0.03% | −8,548−2.3% | Reduced |
| Legal & General Group Plc | 420,147 | $9.96M | 0.00% | −192,898−31.5% | Reduced |
| BNP Paribas Arbitrage, SA | 449,694 | $10.7M | 0.01% | +449,694 | New |
| S Squared Technology, LLC | 450,000 | $10.7M | 4.43% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 505,114 | $12.0M | 0.00% | +1,356+0.3% | Added |
| Exchange Traded Concepts, LLC | 576,666 | $13.7M | 0.28% | −297,321−34.0% | Reduced |
| TCW Group Inc | 582,955 | $13.8M | 0.12% | +198,681+51.7% | Added |
| Frontier Capital Management Co LLC | 620,966 | $14.7M | 0.14% | −566,634−47.7% | Reduced |
| Invesco Ltd. | 727,890 | $17.3M | 0.00% | +149,918+25.9% | Added |
| Zevenbergen Capital Investments LLC | 733,436 | $17.4M | 0.35% | −54,656−6.9% | Reduced |
| Thematics Asset Management | 754,862 | $17.9M | 0.78% | −293,308−28.0% | Reduced |
| Morgan Stanley | 867,207 | $20.6M | 0.00% | +162,880+23.1% | Added |
| Raymond James Financial Inc | 875,306 | $20.8M | 0.01% | +875,306 | New |
| BlackRock, Inc. | 930,293 | $22.1M | 0.00% | +144,740+18.4% | Added |
| FMR LLC | 968,156 | $23.0M | 0.00% | −97,073−9.1% | Reduced |
| UBS Group AG | 978,517 | $23.2M | 0.01% | +833,955+576.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,156,364 | $27.5M | 0.06% | −48,257−4.0% | Reduced |
| Vanguard Group Inc | 4,970,292 | $117.8M | 0.00% | +1,452,627+41.3% | Added |
| SVF Sponsor III (DE) LLC | 9,090,000 | $215.5M | 100.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 13,904,789 | $329.7M | 0.25% | −166,210−1.2% | Reduced |
| Walmart Inc. | 15,000,000 | $355.6M | 97.17% | +15,000,000 | New |
| Softbank Group Corp | 39,825,312 | $944.3M | 4.04% | 00.0% | Unchanged |
| Norges Bank | 0 | $0 | 0.00% | −750,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −558,308−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −415,000−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −185,414−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −140,902−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −128,217−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −63,658−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −80,800−100.0% | Sold out |
| Tenzing Global Management, LLC | 0 | $0 | 0.00% | −62,500−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −49,224−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −43,163−100.0% | Sold out |
| Doheny Asset Management | 0 | $0 | 0.00% | −33,690−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −28,608−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −25,540−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −23,500−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −10,225−100.0% | Sold out |
| 1st Source Bank | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −19,018−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −14,300−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −14,197−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −13,940−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −13,131−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,750−100.0% | Sold out |
| National Philanthropic Trust | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −11,873−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,183−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −10,950−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −10,080−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Lattice Capital Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,968−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −8,316−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −3,508−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −1,088−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Mechanics Financial Corp | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Clear Point Advisors Inc. | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| First Personal Financial Services | – | – | – | – | Not filed |