Symbotic Inc.

SYM

Exchange: Nasdaq
Industry: General Industrial Machinery & Equipment, NEC
SEC CIK: 0001837240

SEC filings (opens in a new tab)

In the last 90 days, Symbotic Inc. insiders filed 0 open-market purchases and 11 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.

Q1 2025 vs. Q4 2024

How the institutions holding Symbotic Inc. changed between Q4 2024 and Q1 2025.

All holders in Q1 2025 All holders in Q4 2024

13F holders of SYM: Q4 2024 compared with Q1 2025
Measure	Q4 2024	Of which not filed for Q1 2025	Q1 2025	Change
Holders	222	6	222	+6
Shares	102.6M	25.5K	103.3M	+753.0K (+0.7%)
Value	$2.43B	$602.9K	$2.09B	−$344.4M (−14.2%)

6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (48)

Institutions that held Symbotic Inc. at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to SYM in Q1 2025
Institution	Shares	Value	% of portfolio
Canada Pension Plan Investment Board	245,800	$4.97M	0.00%
Cubist Systematic Strategies, LLC	227,097	$4.59M	0.06%
Price T Rowe Associates Inc	210,001	$4.25M	0.00%
Victory Capital Management Inc	94,077	$1.90M	0.00%
Freemont Management S.A.	73,200	$1.48M	0.58%
Wolverine Trading, LLC	62,093	$1.25M	0.04%
Atria Wealth Solutions, Inc.	35,410	$715.6K	0.01%
Fieldview Capital Management, LLC	34,765	$702.6K	0.10%
Marex Group plc	33,931	$685.7K	0.01%
Arkfeld Wealth Strategies, L.L.C.	27,593	$589.9K	0.26%
Symmetry Investments LP	28,495	$575.9K	0.05%
Simplex Trading, LLC	24,628	$497.0K	0.02%
Davy Global Fund Management Ltd	23,158	$468.0K	0.06%
Pinnacle Associates Ltd	17,265	$348.9K	0.01%
Marshall Wace, LLP	17,261	$348.8K	0.00%
XTX Topco Ltd	16,010	$323.6K	0.02%
Lighthouse Investment Partners, LLC	15,000	$303.1K	0.01%
Squarepoint Ops LLC	14,203	$287.0K	0.00%
Jain Global LLC	12,300	$248.6K	0.01%
Banque Cantonale Vaudoise	12,109	$245.0K	0.01%
HRT Financial LP	11,661	$235.0K	0.00%
Holocene Advisors, LP	10,140	$204.9K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	7,554	$152.7K	0.04%
PEAK6 LLC	6,183	$125.0K	0.00%
Vega Investment Solutions	2,058	$41.6K	0.01%
Strengthening Families & Communities, LLC	1,165	$41.0K	0.03%
Ulland Investment Advisors, LLC	1,525	$31.0K	0.03%
CIBC Private Wealth Group, LLC	596	$10.7K	0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP	437	$9.25K	0.00%
Coldstream Capital Management Inc	386	$7.80K	0.00%
Signaturefd, LLC	258	$5.21K	0.00%
Stone House Investment Management, LLC	255	$5.15K	0.00%
Nemes Rush Group LLC	252	$5.09K	0.00%
NewSquare Capital LLC	200	$4.04K	0.00%
West Financial Advisors, LLC	150	$3.03K	0.00%
BankPlus Trust Department	100	$2.02K	0.00%
Ci Investments Inc.	77	$2.00K	0.00%
Parallel Advisors, LLC	97	$1.96K	0.00%
South State Corp.	70	$1.42K	0.00%
Roble, Belko & Company, Inc	36	$1.00K	0.00%
Fifth Third Bancorp	40	$808	0.00%
Investors Research Corp	40	$808	0.00%
Kiker Wealth Management, LLC	37	$748	0.00%
Lindbrook Capital, LLC	35	$707	0.00%
ORG Wealth Partners, LLC	32	$668	0.00%
Addison Advisors LLC	5	$102	0.00%
True Wealth Design, LLC	3	$61	0.00%
McClarren Financial Advisors, Inc.	20	$0	0.00%

Sold out (42)

Institutions that held Symbotic Inc. at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of SYM in Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
Divisadero Street Capital Management, LP	187,317	$4.44M
Toroso Investments, LLC	174,672	$4.14M
Sculptor Capital LP	132,200	$3.13M
Point72 Asset Management, L.P.	94,957	$2.25M
Jane Street Group, LLC	85,077	$2.02M
Group One Trading, L.P.	83,065	$1.97M
Hunter Associates Investment Management LLC	67,413	$1.60M
Danske Bank A/S	55,734	$1.32M
Next Century Growth Investors LLC	45,582	$1.08M
Bouvel Investment Partners, LLC	44,539	$1.06M
Susquehanna Fundamental Investments, LLC	44,432	$1.05M
Allianz SE	35,072	$854.4K
Virtu Financial LLC	35,889	$851.0K
HSBC Holdings PLC	25,074	$600.8K
Alberta Investment Management Corp	24,700	$585.6K
Twinbeech Capital LP	20,256	$480.3K
Congress Wealth Management LLC	15,000	$355.6K
Susquehanna International Group, LLP	14,545	$344.9K
Gsa Capital Partners LLP	11,242	$267.0K
Scientech Research LLC	10,244	$242.9K
Bridgefront Capital, LLC	10,032	$237.9K
Options Solutions, LLC	9,561	$226.7K
Riverbridge Partners LLC	9,296	$220.4K
Bayesian Capital Management, LP	9,200	$218.1K
Stifel Financial Corp	8,947	$212.1K
Captrust Financial Advisors	8,776	$208.1K
Grove Street Fiduciary, LLC	8,445	$200.2K
Annis Gardner Whiting Capital Advisors, LLC	4,900	$116.2K
Castleview Partners, LLC	1,500	$37.1K
Aster Capital Management (DIFC) Ltd	927	$22.0K
RiverPark Advisors, LLC	544	$12.9K
ORG Partners LLC	479	$11.4K
Ramirez Asset Management, Inc.	400	$9.48K
New Wave Wealth Advisors LLC	225	$5.33K
R Squared Ltd	120	$2.85K
Salem Investment Counselors Inc	100	$2.37K
Cape Investment Advisory, Inc.	30	$711
Van Hulzen Asset Management, LLC	20	$475
Decker Retirement Planning Inc.	20	$474
Synergy Financial Management, LLC	10	$244
Northwestern Mutual Wealth Management Co	3	$71
Prestige Wealth Management Group LLC	1	$24

Not filed for Q1 2025 yet (6)

Institutions that held Symbotic Inc. at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SYM in Q4 2024 that haven't filed for Q1 2025
Institution	Shares, Q4 2024	Value, Q4 2024
AlphaCentric Advisors LLC	20,000	$474.2K
Natixis Investment Managers International	3,349	$79.4K
Global Retirement Partners, LLC	1,081	$25.6K
Householder Group Estate & Retirement Specialist, LLC	1,004	$23.0K
WR Wealth Planners, LLC	25	$593
Legacy Investment Solutions, LLC	3	$80