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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| McClarren Financial Advisors, Inc. | 20 | $0 | 0.00% | +20 | New |
| Legacy Wealth Managment, LLC | 3 | $61 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $61 | 0.00% | +3 | New |
| Addison Advisors LLC | 5 | $102 | 0.00% | +5 | New |
| Plante Moran Financial Advisors, LLC | 17 | $344 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 17 | $366 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $404 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 24 | $485 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 25 | $506 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 32 | $668 | 0.00% | +32 | New |
| Lindbrook Capital, LLC | 35 | $707 | 0.00% | +35 | New |
| Kiker Wealth Management, LLC | 37 | $748 | 0.00% | +37 | New |
| Versant Capital Management, Inc | 40 | $808 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 40 | $808 | 0.00% | +40 | New |
| Investors Research Corp | 40 | $808 | 0.00% | +40 | New |
| Ameriflex Group, Inc. | 44 | $889 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 36 | $1.00K | 0.00% | +36 | New |
| GPS Wealth Strategies Group, LLC | 50 | $1.01K | 0.00% | −50−50.0% | Reduced |
| MAI Capital Management | 60 | $1.21K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 56 | $1.24K | 0.00% | −9−13.8% | Reduced |
| Pacer Advisors, Inc. | 68 | $1.37K | 0.00% | −3−4.2% | Reduced |
| GAMMA Investing LLC | 70 | $1.42K | 0.00% | −4−5.4% | Reduced |
| South State Corp. | 70 | $1.42K | 0.00% | +70 | New |
| Principal Securities, Inc. | 60 | $1.42K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 82 | $1.66K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 87 | $1.82K | 0.00% | +24+38.1% | Added |
| Hexagon Capital Partners LLC | 96 | $1.94K | 0.00% | +65+209.7% | Added |
| Parallel Advisors, LLC | 97 | $1.96K | 0.00% | +97 | New |
| Ci Investments Inc. | 77 | $2.00K | 0.00% | +77 | New |
| Eastern Bank | 100 | $2.02K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $2.02K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 100 | $2.02K | 0.00% | +100 | New |
| Fairscale Capital, LLC | 101 | $2.04K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 112 | $2.26K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 113 | $2.28K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 120 | $2.43K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 125 | $2.96K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 150 | $3.03K | 0.00% | +39+35.1% | Added |
| West Financial Advisors, LLC | 150 | $3.03K | 0.00% | +150 | New |
| Harbour Investments, Inc. | 153 | $3.09K | 0.00% | +10+7.0% | Added |
| Atlantic Trust, LLC | 173 | $3.50K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 182 | $3.68K | 0.00% | +82+82.0% | Added |
| EverSource Wealth Advisors, LLC | 195 | $3.94K | 0.00% | +162+490.9% | Added |
| Trust Co of Vermont | 200 | $4.04K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 200 | $4.04K | 0.00% | +100+100.0% | Added |
| NewSquare Capital LLC | 200 | $4.04K | 0.00% | +200 | New |
| Geneos Wealth Management Inc. | 204 | $4.12K | 0.00% | +76+59.4% | Added |
| IMG Wealth Management, Inc. | 239 | $4.83K | 0.00% | −391−62.1% | Reduced |
| Nemes Rush Group LLC | 252 | $5.09K | 0.00% | +252 | New |
| Financial Freedom, LLC | 254 | $5.13K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 255 | $5.15K | 0.00% | +255 | New |
| Signaturefd, LLC | 258 | $5.21K | 0.00% | +258 | New |
| SRS Capital Advisors, Inc. | 300 | $6.06K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 353 | $7.13K | 0.00% | +352+35,200.0% | Added |
| Coldstream Capital Management Inc | 386 | $7.80K | 0.00% | +386 | New |
| Deutsche Bank AG | 418 | $8.45K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 437 | $9.25K | 0.00% | +437 | New |
| CIBC Private Wealth Group, LLC | 596 | $10.7K | 0.00% | +596 | New |
| Hanson & Doremus Investment Management | 576 | $12.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 618 | $12.5K | 0.00% | −750−54.8% | Reduced |
| Rocky Mountain Advisers, LLC | 650 | $13.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 703 | $14.2K | 0.00% | +169+31.6% | Added |
| Newbridge Financial Services Group, Inc. | 800 | $16.2K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 889 | $18.0K | 0.00% | +104+13.2% | Added |
| Pingora Partners LLC | 1,000 | $20.2K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,066 | $21.5K | 0.00% | +200+23.1% | Added |
| Centerpoint Advisors, LLC | 1,200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,200 | $24.3K | 0.00% | −25−2.0% | Reduced |
| Carolinas Wealth Consulting LLC | 1,310 | $26.5K | 0.01% | +103+8.5% | Added |
| Farther Finance Advisors, LLC | 1,423 | $29.7K | 0.00% | −40−2.7% | Reduced |
| Ulland Investment Advisors, LLC | 1,525 | $31.0K | 0.03% | +1,525 | New |
| Rhumbline Advisers | 1,769 | $35.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,846 | $37.3K | 0.00% | −10−0.5% | Reduced |
| Crewe Advisors LLC | 1,908 | $38.6K | 0.01% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 1,980 | $40.0K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 2,000 | $40.4K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1,165 | $41.0K | 0.03% | +1,165 | New |
| Ostrum Asset Management | 2,058 | $41.6K | 0.00% | −2,429−54.1% | Reduced |
| Vega Investment Solutions | 2,058 | $41.6K | 0.01% | +2,058 | New |
| Headlands Technologies LLC | 2,171 | $43.9K | 0.01% | −50,861−95.9% | Reduced |
| CWM, LLC | 2,602 | $53.0K | 0.00% | +2,090+408.2% | Added |
| Quest Partners LLC | 2,800 | $56.6K | 0.01% | +2,131+318.5% | Added |
| National Bank of Canada | 3,211 | $64.9K | 0.00% | −257,053−98.8% | Reduced |
| MCF Advisors LLC | 3,564 | $72.0K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,994 | $81.0K | 0.00% | +1,393+53.6% | Added |
| SBI Securities Co., Ltd. | 4,374 | $88.4K | 0.00% | −2,117−32.6% | Reduced |
| Tower Research Capital LLC (TRC) | 5,044 | $101.9K | 0.00% | +1,478+41.4% | Added |
| US Bancorp | 5,323 | $107.6K | 0.00% | −2,301−30.2% | Reduced |
| Jones Financial Companies LLLP | 5,634 | $113.6K | 0.00% | +3,177+129.3% | Added |
| The PNC Financial Services Group, Inc. | 5,932 | $119.9K | 0.00% | +2,100+54.8% | Added |
| PEAK6 LLC | 6,183 | $125.0K | 0.00% | +6,183 | New |
| CoreCap Advisors, LLC | 6,629 | $134.0K | 0.01% | +1,100+19.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 7,554 | $152.7K | 0.04% | +7,554 | New |
| KLP Kapitalforvaltning AS | 8,200 | $165.7K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,841 | $178.7K | 0.00% | +397+4.7% | Added |
| Barclays PLC | 9,014 | $182.2K | 0.00% | +252+2.9% | Added |
| Holocene Advisors, LP | 10,140 | $204.9K | 0.00% | +10,140 | New |
| Rakuten Securities, Inc. | 10,298 | $208.1K | 0.11% | +2,752+36.5% | Added |
| Vista Investment Partners LLC | 10,743 | $217.1K | 0.07% | −556−4.9% | Reduced |