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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 18,542 | $439.6K | 0.00% | −958−4.9% | Reduced |
| M&T Bank Corp | 18,095 | $429.0K | 0.00% | +3,445+23.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,451 | $421.8K | 0.00% | +1,646+11.1% | Added |
| First Dallas Securities Inc. | 17,500 | $415.0K | 0.17% | −14,900−46.0% | Reduced |
| JPMorgan Chase & Co | 17,349 | $411.3K | 0.00% | +375+2.2% | Added |
| MML Investors Services, LLC | 16,008 | $380.0K | 0.00% | +5,716+55.5% | Added |
| Congress Wealth Management LLC | 15,000 | $355.6K | 0.00% | +15,000 | New |
| Susquehanna International Group, LLP | 14,545 | $344.9K | 0.00% | −118,535−89.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 14,224 | $342.5K | 0.00% | −289−2.0% | Reduced |
| Greenwood Gearhart Inc | 14,217 | $337.1K | 0.02% | +14,217 | New |
| Sunbelt Securities, Inc. | 12,830 | $312.5K | 0.03% | −500−3.8% | Reduced |
| Intergy Private Wealth, LLC | 13,094 | $310.5K | 0.12% | +13,094 | New |
| Pathstone Holdings, LLC | 13,022 | $308.8K | 0.00% | +4,011+44.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,921 | $306.0K | 0.00% | +3,818+41.9% | Added |
| Spire Wealth Management | 12,584 | $298.4K | 0.01% | +12,584 | New |
| Western Wealth Management, LLC | 12,350 | $292.8K | 0.02% | −3,200−20.6% | Reduced |
| Arizona State Retirement System | 12,010 | $284.8K | 0.00% | +242+2.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,928 | $282.8K | 0.00% | −831−6.5% | Reduced |
| Handelsbanken Fonder AB | 11,900 | $282.0K | 0.00% | +2,600+28.0% | Added |
| Armstrong Advisory Group, Inc | 11,782 | $279.4K | 0.02% | +6,479+122.2% | Added |
| Vista Investment Partners LLC | 11,299 | $267.9K | 0.08% | −8,544−43.1% | Reduced |
| Gsa Capital Partners LLP | 11,242 | $267.0K | 0.02% | −13,439−54.5% | Reduced |
| Scientech Research LLC | 10,244 | $242.9K | 0.07% | −1,046−9.3% | Reduced |
| Bridgefront Capital, LLC | 10,032 | $237.9K | 0.08% | +10,032 | New |
| Comerica Bank | 9,938 | $235.6K | 0.00% | −25,424−71.9% | Reduced |
| Citigroup Inc | 9,616 | $228.0K | 0.00% | −3,019−23.9% | Reduced |
| Options Solutions, LLC | 9,561 | $226.7K | 0.10% | −11,000−53.5% | Reduced |
| Riverbridge Partners LLC | 9,296 | $220.4K | 0.00% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 9,200 | $218.1K | 0.03% | +9,200 | New |
| Stifel Financial Corp | 8,947 | $212.1K | 0.00% | −1,239−12.2% | Reduced |
| Captrust Financial Advisors | 8,776 | $208.1K | 0.00% | −2,143−19.6% | Reduced |
| Barclays PLC | 8,762 | $207.7K | 0.00% | −584−6.2% | Reduced |
| Grove Street Fiduciary, LLC | 8,445 | $200.2K | 0.11% | +8,445 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,444 | $200.2K | 0.00% | +2,135+33.8% | Added |
| KLP Kapitalforvaltning AS | 8,200 | $194.4K | 0.00% | +8,200 | New |
| US Bancorp | 7,624 | $180.8K | 0.00% | −3,480−31.3% | Reduced |
| Rakuten Securities, Inc. | 7,546 | $178.9K | 0.07% | +7,218+2,200.6% | Added |
| SBI Securities Co., Ltd. | 6,491 | $153.9K | 0.00% | +6,491 | New |
| CoreCap Advisors, LLC | 5,529 | $131.1K | 0.01% | +4,339+364.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 4,900 | $116.2K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 4,487 | $106.4K | 0.01% | +1,479+49.2% | Added |
| The PNC Financial Services Group, Inc. | 3,832 | $90.9K | 0.00% | +2,275+146.1% | Added |
| Tower Research Capital LLC (TRC) | 3,566 | $84.5K | 0.00% | +1,018+40.0% | Added |
| MCF Advisors LLC | 3,564 | $84.5K | 0.01% | +3,564 | New |
| Natixis Investment Managers International | 3,349 | $79.4K | 0.01% | −1,227−26.8% | Reduced |
| Van Eck Associates Corp | 2,601 | $62.0K | 0.00% | −896−25.6% | Reduced |
| Jones Financial Companies LLLP | 2,457 | $58.3K | 0.00% | +1,490+154.1% | Added |
| Private Trust Co NA | 2,000 | $47.4K | 0.00% | +2,000 | New |
| Pilgrim Partners Asia Pte Ltd | 1,980 | $46.9K | 0.04% | +1,980 | New |
| Crewe Advisors LLC | 1,908 | $45.2K | 0.01% | −5−0.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,856 | $44.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,769 | $41.9K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,500 | $37.1K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,463 | $34.7K | 0.00% | +242+19.8% | Added |
| IFP Advisors, Inc | 1,368 | $32.4K | 0.00% | +503+58.2% | Added |
| Rothschild Investment LLC | 1,225 | $29.0K | 0.00% | −2,132−63.5% | Reduced |
| Carolinas Wealth Consulting LLC | 1,207 | $28.6K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,200 | $28.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,081 | $25.6K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $23.7K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,004 | $23.0K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 927 | $22.0K | 0.01% | +516+125.5% | Added |
| Clearstead Advisors, LLC | 866 | $20.5K | 0.00% | −1,750−66.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 800 | $19.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 785 | $18.6K | 0.00% | +785 | New |
| Quest Partners LLC | 669 | $15.9K | 0.00% | −1,854−73.5% | Reduced |
| Rocky Mountain Advisers, LLC | 650 | $15.4K | 0.00% | +650 | New |
| IMG Wealth Management, Inc. | 630 | $14.9K | 0.01% | +630 | New |
| Hanson & Doremus Investment Management | 576 | $14.0K | 0.00% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 544 | $12.9K | 0.01% | −1,490−73.3% | Reduced |
| GWM Advisors LLC | 534 | $12.7K | 0.00% | +122+29.6% | Added |
| CWM, LLC | 512 | $12.0K | 0.00% | −213−29.4% | Reduced |
| ORG Partners LLC | 479 | $11.4K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 418 | $9.91K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 400 | $9.48K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 300 | $7.11K | 0.00% | +300 | New |
| Financial Freedom, LLC | 254 | $6.02K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 225 | $5.33K | 0.00% | +225 | New |
| Trust Co of Vermont | 200 | $4.74K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 173 | $4.10K | 0.00% | +173 | New |
| Harbour Investments, Inc. | 143 | $3.39K | 0.00% | +71+98.6% | Added |
| Geneos Wealth Management Inc. | 128 | $3.04K | 0.00% | +128 | New |
| Darwin Advisors, LLC | 125 | $2.96K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 120 | $2.85K | 0.00% | +120 | New |
| R Squared Ltd | 120 | $2.85K | 0.00% | +120 | New |
| Beacon Capital Management, LLC | 113 | $2.68K | 0.00% | +113 | New |
| First Horizon Advisors, Inc. | 112 | $2.65K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 111 | $2.63K | 0.00% | +111 | New |
| Fairscale Capital, LLC | 101 | $2.40K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $2.37K | 0.00% | +100 | 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 |
| Allworth Financial LP | 65 | $2.16K | 0.00% | +65 | New |
| Gen-Wealth Partners Inc | 82 | $1.94K | 0.00% | +60+272.7% | Added |
| GAMMA Investing LLC | 74 | $1.75K | 0.00% | +74 | New |
| Pacer Advisors, Inc. | 71 | $1.68K | 0.00% | −15−17.4% | Reduced |
| Bullock Wealth Management Group | 63 | $1.49K | 0.00% | +63 | New |