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, Q1 2025
Institutional positions in Symbotic Inc. as of Mar 31, 2025. 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
- +6 vs. Q4 2024
- Shares held
- 103.3M
- +753.0K (+0.7%) vs. Q4 2024
- Total value
- $2.09B
- −$344.4M (−14.2%) vs. Q4 2024
- New holders
- 48
- 90 more added
- Sold out
- 42
- 41 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Softbank Group Corp | 39,825,312 | $804.9M | 2.75% | 00.0% | Unchanged |
| Walmart Inc. | 15,000,000 | $303.1M | 97.36% | 00.0% | Unchanged |
| Baillie Gifford & Co | 13,706,465 | $277.0M | 0.24% | −198,324−1.4% | Reduced |
| SVF Sponsor III (DE) LLC | 9,090,000 | $183.7M | 100.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 4,573,396 | $92.4M | 0.00% | −396,896−8.0% | Reduced |
| Morgan Stanley | 1,517,336 | $30.7M | 0.00% | +650,129+75.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,343,902 | $27.2M | 0.06% | +187,538+16.2% | Added |
| Raymond James Financial Inc | 980,922 | $19.8M | 0.01% | +105,616+12.1% | Added |
| UBS Group AG | 917,742 | $18.5M | 0.00% | −60,775−6.2% | Reduced |
| BlackRock, Inc. | 853,456 | $17.2M | 0.00% | −76,837−8.3% | Reduced |
| BNP Paribas Arbitrage, SA | 794,592 | $16.1M | 0.01% | +344,898+76.7% | Added |
| Thematics Asset Management | 740,544 | $15.0M | 0.76% | −14,318−1.9% | Reduced |
| Frontier Capital Management Co LLC | 691,318 | $14.0M | 0.15% | +70,352+11.3% | Added |
| Exchange Traded Concepts, LLC | 680,734 | $13.8M | 0.25% | +104,068+18.0% | Added |
| FMR LLC | 671,149 | $13.6M | 0.00% | −297,007−30.7% | Reduced |
| TCW Group Inc | 593,442 | $12.0M | 0.11% | +10,487+1.8% | Added |
| Zevenbergen Capital Investments LLC | 562,868 | $11.4M | 0.28% | −170,568−23.3% | Reduced |
| Geode Capital Management, LLC | 546,324 | $11.0M | 0.00% | +41,210+8.2% | Added |
| Legal & General Group Plc | 484,313 | $9.79M | 0.00% | +64,166+15.3% | Added |
| S Squared Technology, LLC | 480,000 | $9.70M | 4.96% | +30,000+6.7% | Added |
| Bank of America Corp | 474,218 | $9.58M | 0.00% | +189,025+66.3% | Added |
| Millennium Management LLC | 435,567 | $8.80M | 0.01% | +414,399+1,957.7% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 393,293 | $7.95M | 0.08% | +203,226+106.9% | Added |
| Hood River Capital Management LLC | 365,521 | $7.39M | 0.13% | +124,950+51.9% | Added |
| AXA S.A. | 358,439 | $7.24M | 0.02% | −9,047−2.5% | Reduced |
| First Trust Advisors LP | 348,845 | $7.05M | 0.01% | −8,417−2.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 340,769 | $6.89M | 0.02% | −15,310−4.3% | Reduced |
| State Street Corp | 313,270 | $6.33M | 0.00% | +8,047+2.6% | Added |
| Capital Fund Management S.A. | 254,010 | $5.13M | 0.07% | +7,438+3.0% | Added |
| Canada Pension Plan Investment Board | 245,800 | $4.97M | 0.00% | +245,800 | New |
| Charles Schwab Investment Management Inc | 231,453 | $4.68M | 0.00% | +457+0.2% | Added |
| Invesco Ltd. | 228,379 | $4.62M | 0.00% | −499,511−68.6% | Reduced |
| Cubist Systematic Strategies, LLC | 227,097 | $4.59M | 0.06% | +227,097 | New |
| Goldman Sachs Group Inc | 218,432 | $4.41M | 0.00% | +34,326+18.6% | Added |
| Price T Rowe Associates Inc | 210,001 | $4.25M | 0.00% | +210,001 | New |
| Ensign Peak Advisors, Inc | 198,005 | $4.00M | 0.01% | +140,498+244.3% | Added |
| Citadel Advisors LLC | 149,869 | $3.03M | 0.00% | −180,055−54.6% | Reduced |
| Wells Fargo & Company | 144,987 | $2.93M | 0.00% | +21,366+17.3% | Added |
| Two Sigma Investments, LP | 144,425 | $2.92M | 0.01% | −177,197−55.1% | Reduced |
| Robocap Asset Management Ltd | 140,222 | $2.83M | 2.12% | +82,542+143.1% | Added |
| Blair William & Co | 135,798 | $2.74M | 0.01% | +74,707+122.3% | Added |
| PDT Partners, LLC | 120,937 | $2.44M | 0.17% | +73,397+154.4% | Added |
| Register Financial Advisors LLC | 119,767 | $2.42M | 1.26% | +10,350+9.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 114,255 | $2.31M | 1.09% | +79,000+224.1% | Added |
| Citigroup Inc | 111,208 | $2.25M | 0.00% | +101,592+1,056.5% | Added |
| Northern Trust Corp | 109,869 | $2.22M | 0.00% | −279−0.3% | Reduced |
| Marathon Capital Management | 108,335 | $2.19M | 0.58% | +58,755+118.5% | Added |
| Victory Capital Management Inc | 94,077 | $1.90M | 0.00% | +94,077 | New |
| Bourne Lent Asset Management Inc | 88,360 | $1.79M | 0.77% | +1,150+1.3% | Added |
| Advisor Group Holdings, Inc. | 87,167 | $1.76M | 0.00% | +66,290+317.5% | Added |
| UBS Asset Management Americas Inc | 84,899 | $1.72M | 0.00% | +11,098+15.0% | Added |
| Royal Bank of Canada | 84,856 | $1.71M | 0.00% | +18,967+28.8% | Added |
| Twin Tree Management, LP | 82,409 | $1.67M | 0.04% | −73,320−47.1% | Reduced |
| Swiss National Bank | 82,400 | $1.67M | 0.00% | +700+0.9% | Added |
| Taylor Frigon Capital Management LLC | 82,024 | $1.66M | 0.99% | −1,209−1.5% | Reduced |
| Baird Financial Group, Inc. | 79,644 | $1.61M | 0.00% | +21,304+36.5% | Added |
| Verition Fund Management LLC | 77,877 | $1.57M | 0.01% | +58,680+305.7% | Added |
| SEI Investments Co | 75,283 | $1.52M | 0.00% | +16,948+29.1% | Added |
| Freemont Management S.A. | 73,200 | $1.48M | 0.58% | +73,200 | New |
| Balyasny Asset Management LLC | 69,421 | $1.40M | 0.00% | +33,373+92.6% | Added |
| LPL Financial LLC | 68,531 | $1.39M | 0.00% | +25,364+58.8% | Added |
| Amundi | 72,192 | $1.32M | 0.00% | +24,993+53.0% | Added |
| Wolverine Trading, LLC | 62,093 | $1.25M | 0.04% | +62,093 | New |
| Cetera Investment Advisers | 61,674 | $1.25M | 0.00% | +37,053+150.5% | Added |
| Bank of New York Mellon Corp | 60,554 | $1.22M | 0.00% | +15,947+35.7% | Added |
| Dimensional Fund Advisors LP | 58,905 | $1.19M | 0.00% | +9,124+18.3% | Added |
| 180 Wealth Advisors, LLC | 53,620 | $1.08M | 0.17% | +14,999+38.8% | Added |
| Tanaka Capital Management Inc | 53,376 | $1.08M | 2.57% | −19,312−26.6% | Reduced |
| Commonwealth Equity Services, LLC | 50,486 | $1.02M | 0.00% | +1,814+3.7% | Added |
| Legacy Capital Wealth Partners, LLC | 49,114 | $992.6K | 0.24% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 48,162 | $973.4K | 0.65% | +14,357+42.5% | Added |
| DDD Partners, LLC | 48,073 | $971.6K | 0.12% | +19,091+65.9% | Added |
| Littlejohn Financial Services, Inc. | 44,982 | $909.1K | 0.72% | +11,915+36.0% | Added |
| Natixis | 43,350 | $877.6K | 0.01% | +8,444+24.2% | Added |
| California State Teachers Retirement System | 35,783 | $723.2K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 35,410 | $715.6K | 0.01% | +35,410 | New |
| Advisors Asset Management, Inc. | 35,261 | $712.6K | 0.01% | +9,459+36.7% | Added |
| Fieldview Capital Management, LLC | 34,765 | $702.6K | 0.10% | +34,765 | New |
| Walleye Capital LLC | 34,130 | $689.8K | 0.01% | +12,515+57.9% | Added |
| SG Americas Securities, LLC | 33,986 | $687.0K | 0.00% | +10,401+44.1% | Added |
| HighTower Advisors, LLC | 33,955 | $686.2K | 0.00% | +7,584+28.8% | Added |
| Marex Group plc | 33,931 | $685.7K | 0.01% | +33,931 | New |
| Retirement Planning Co of New England, Inc. | 32,059 | $647.9K | 0.33% | +4,731+17.3% | Added |
| Steward Partners Investment Advisory, LLC | 31,106 | $628.7K | 0.01% | +2,725+9.6% | Added |
| Engineers Gate Manager LP | 30,384 | $614.1K | 0.01% | +8,710+40.2% | Added |
| Ameriprise Financial Inc | 29,492 | $596.0K | 0.00% | −12,438−29.7% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 27,593 | $589.9K | 0.26% | +27,593 | New |
| Main Management ETF Advisors, LLC | 28,840 | $583.0K | 0.04% | −12,456−30.2% | Reduced |
| Symmetry Investments LP | 28,495 | $575.9K | 0.05% | +28,495 | New |
| JPMorgan Chase & Co | 25,012 | $505.5K | 0.00% | +7,663+44.2% | Added |
| Sanctuary Advisors, LLC | 24,643 | $498.0K | 0.00% | −24,049−49.4% | Reduced |
| Simplex Trading, LLC | 24,628 | $497.0K | 0.02% | +24,628 | New |
| Comerica Bank | 23,803 | $481.1K | 0.00% | +13,865+139.5% | Added |
| Davy Global Fund Management Ltd | 23,158 | $468.0K | 0.06% | +23,158 | New |
| Leonteq Securities AG | 23,135 | $465.0K | 0.04% | +816+3.7% | Added |
| Envestnet Asset Management Inc | 22,118 | $447.0K | 0.00% | +3,576+19.3% | Added |
| M&T Bank Corp | 20,768 | $419.7K | 0.00% | +2,673+14.8% | Added |
| Janus Henderson Group PLC | 17,400 | $351.0K | 0.00% | −162,116−90.3% | Reduced |
| Pinnacle Associates Ltd | 17,265 | $348.9K | 0.01% | +17,265 | New |
| Marshall Wace, LLP | 17,261 | $348.8K | 0.00% | +17,261 | New |