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 |
|---|---|---|---|---|---|
| Western Wealth Management, LLC | 11,450 | $231.4K | 0.02% | −900−7.3% | Reduced |
| HRT Financial LP | 11,661 | $235.0K | 0.00% | +11,661 | New |
| Handelsbanken Fonder AB | 11,900 | $240.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 12,109 | $245.0K | 0.01% | +12,109 | New |
| Arizona State Retirement System | 12,197 | $246.5K | 0.00% | +187+1.6% | Added |
| Jain Global LLC | 12,300 | $248.6K | 0.01% | +12,300 | New |
| MML Investors Services, LLC | 12,796 | $259.0K | 0.00% | −3,212−20.1% | Reduced |
| Sunbelt Securities, Inc. | 12,965 | $262.0K | 0.02% | +135+1.1% | Added |
| Intergy Private Wealth, LLC | 13,094 | $264.6K | 0.10% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 13,285 | $268.5K | 0.00% | +1,357+11.4% | Added |
| Spire Wealth Management | 13,596 | $274.8K | 0.01% | +1,012+8.0% | Added |
| Armstrong Advisory Group, Inc | 11,782 | $279.4K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 14,203 | $287.0K | 0.00% | +14,203 | New |
| Greenwood Gearhart Inc | 14,217 | $287.3K | 0.02% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 14,350 | $290.0K | 0.03% | −259,491−94.8% | Reduced |
| Pathstone Holdings, LLC | 14,350 | $290.0K | 0.00% | +1,328+10.2% | Added |
| Lighthouse Investment Partners, LLC | 15,000 | $303.1K | 0.01% | +15,000 | New |
| First Dallas Securities Inc. | 15,150 | $306.0K | 0.13% | −2,350−13.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 15,658 | $316.0K | 0.00% | +2,737+21.2% | Added |
| XTX Topco Ltd | 16,010 | $323.6K | 0.02% | +16,010 | New |
| Mirae Asset Global Investments Co., Ltd. | 17,248 | $347.7K | 0.00% | +3,024+21.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17,208 | $347.8K | 0.00% | +757+4.6% | Added |
| Marshall Wace, LLP | 17,261 | $348.8K | 0.00% | +17,261 | New |
| Pinnacle Associates Ltd | 17,265 | $348.9K | 0.01% | +17,265 | New |
| Janus Henderson Group PLC | 17,400 | $351.0K | 0.00% | −162,116−90.3% | Reduced |
| M&T Bank Corp | 20,768 | $419.7K | 0.00% | +2,673+14.8% | Added |
| Envestnet Asset Management Inc | 22,118 | $447.0K | 0.00% | +3,576+19.3% | Added |
| Leonteq Securities AG | 23,135 | $465.0K | 0.04% | +816+3.7% | Added |
| Davy Global Fund Management Ltd | 23,158 | $468.0K | 0.06% | +23,158 | New |
| Comerica Bank | 23,803 | $481.1K | 0.00% | +13,865+139.5% | Added |
| Simplex Trading, LLC | 24,628 | $497.0K | 0.02% | +24,628 | New |
| Sanctuary Advisors, LLC | 24,643 | $498.0K | 0.00% | −24,049−49.4% | Reduced |
| JPMorgan Chase & Co | 25,012 | $505.5K | 0.00% | +7,663+44.2% | Added |
| Symmetry Investments LP | 28,495 | $575.9K | 0.05% | +28,495 | New |
| Main Management ETF Advisors, LLC | 28,840 | $583.0K | 0.04% | −12,456−30.2% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 27,593 | $589.9K | 0.26% | +27,593 | New |
| Ameriprise Financial Inc | 29,492 | $596.0K | 0.00% | −12,438−29.7% | Reduced |
| Engineers Gate Manager LP | 30,384 | $614.1K | 0.01% | +8,710+40.2% | Added |
| Steward Partners Investment Advisory, LLC | 31,106 | $628.7K | 0.01% | +2,725+9.6% | Added |
| Retirement Planning Co of New England, Inc. | 32,059 | $647.9K | 0.33% | +4,731+17.3% | Added |
| Marex Group plc | 33,931 | $685.7K | 0.01% | +33,931 | New |
| HighTower Advisors, LLC | 33,955 | $686.2K | 0.00% | +7,584+28.8% | Added |
| SG Americas Securities, LLC | 33,986 | $687.0K | 0.00% | +10,401+44.1% | Added |
| Walleye Capital LLC | 34,130 | $689.8K | 0.01% | +12,515+57.9% | Added |
| Fieldview Capital Management, LLC | 34,765 | $702.6K | 0.10% | +34,765 | New |
| Advisors Asset Management, Inc. | 35,261 | $712.6K | 0.01% | +9,459+36.7% | Added |
| Atria Wealth Solutions, Inc. | 35,410 | $715.6K | 0.01% | +35,410 | New |
| California State Teachers Retirement System | 35,783 | $723.2K | 0.00% | 00.0% | Unchanged |
| Natixis | 43,350 | $877.6K | 0.01% | +8,444+24.2% | Added |
| Littlejohn Financial Services, Inc. | 44,982 | $909.1K | 0.72% | +11,915+36.0% | Added |
| DDD Partners, LLC | 48,073 | $971.6K | 0.12% | +19,091+65.9% | Added |
| Capital Market Strategies LLC | 48,162 | $973.4K | 0.65% | +14,357+42.5% | Added |
| Legacy Capital Wealth Partners, LLC | 49,114 | $992.6K | 0.24% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 50,486 | $1.02M | 0.00% | +1,814+3.7% | Added |
| Tanaka Capital Management Inc | 53,376 | $1.08M | 2.57% | −19,312−26.6% | Reduced |
| 180 Wealth Advisors, LLC | 53,620 | $1.08M | 0.17% | +14,999+38.8% | Added |
| Dimensional Fund Advisors LP | 58,905 | $1.19M | 0.00% | +9,124+18.3% | Added |
| Bank of New York Mellon Corp | 60,554 | $1.22M | 0.00% | +15,947+35.7% | Added |
| Cetera Investment Advisers | 61,674 | $1.25M | 0.00% | +37,053+150.5% | Added |
| Wolverine Trading, LLC | 62,093 | $1.25M | 0.04% | +62,093 | New |
| Amundi | 72,192 | $1.32M | 0.00% | +24,993+53.0% | Added |
| LPL Financial LLC | 68,531 | $1.39M | 0.00% | +25,364+58.8% | Added |
| Balyasny Asset Management LLC | 69,421 | $1.40M | 0.00% | +33,373+92.6% | Added |
| Freemont Management S.A. | 73,200 | $1.48M | 0.58% | +73,200 | New |
| SEI Investments Co | 75,283 | $1.52M | 0.00% | +16,948+29.1% | Added |
| Verition Fund Management LLC | 77,877 | $1.57M | 0.01% | +58,680+305.7% | Added |
| Baird Financial Group, Inc. | 79,644 | $1.61M | 0.00% | +21,304+36.5% | Added |
| Taylor Frigon Capital Management LLC | 82,024 | $1.66M | 0.99% | −1,209−1.5% | Reduced |
| Swiss National Bank | 82,400 | $1.67M | 0.00% | +700+0.9% | Added |
| Twin Tree Management, LP | 82,409 | $1.67M | 0.04% | −73,320−47.1% | Reduced |
| Royal Bank of Canada | 84,856 | $1.71M | 0.00% | +18,967+28.8% | Added |
| UBS Asset Management Americas Inc | 84,899 | $1.72M | 0.00% | +11,098+15.0% | Added |
| Advisor Group Holdings, Inc. | 87,167 | $1.76M | 0.00% | +66,290+317.5% | Added |
| Bourne Lent Asset Management Inc | 88,360 | $1.79M | 0.77% | +1,150+1.3% | Added |
| Victory Capital Management Inc | 94,077 | $1.90M | 0.00% | +94,077 | New |
| Marathon Capital Management | 108,335 | $2.19M | 0.58% | +58,755+118.5% | Added |
| Northern Trust Corp | 109,869 | $2.22M | 0.00% | −279−0.3% | Reduced |
| Citigroup Inc | 111,208 | $2.25M | 0.00% | +101,592+1,056.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 114,255 | $2.31M | 1.09% | +79,000+224.1% | Added |
| Register Financial Advisors LLC | 119,767 | $2.42M | 1.26% | +10,350+9.5% | Added |
| PDT Partners, LLC | 120,937 | $2.44M | 0.17% | +73,397+154.4% | Added |
| Blair William & Co | 135,798 | $2.74M | 0.01% | +74,707+122.3% | Added |
| Robocap Asset Management Ltd | 140,222 | $2.83M | 2.12% | +82,542+143.1% | Added |
| Two Sigma Investments, LP | 144,425 | $2.92M | 0.01% | −177,197−55.1% | Reduced |
| Wells Fargo & Company | 144,987 | $2.93M | 0.00% | +21,366+17.3% | Added |
| Citadel Advisors LLC | 149,869 | $3.03M | 0.00% | −180,055−54.6% | Reduced |
| Ensign Peak Advisors, Inc | 198,005 | $4.00M | 0.01% | +140,498+244.3% | Added |
| Price T Rowe Associates Inc | 210,001 | $4.25M | 0.00% | +210,001 | New |
| Goldman Sachs Group Inc | 218,432 | $4.41M | 0.00% | +34,326+18.6% | Added |
| Cubist Systematic Strategies, LLC | 227,097 | $4.59M | 0.06% | +227,097 | New |
| Invesco Ltd. | 228,379 | $4.62M | 0.00% | −499,511−68.6% | Reduced |
| Charles Schwab Investment Management Inc | 231,453 | $4.68M | 0.00% | +457+0.2% | Added |
| Canada Pension Plan Investment Board | 245,800 | $4.97M | 0.00% | +245,800 | New |
| Capital Fund Management S.A. | 254,010 | $5.13M | 0.07% | +7,438+3.0% | Added |
| State Street Corp | 313,270 | $6.33M | 0.00% | +8,047+2.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 340,769 | $6.89M | 0.02% | −15,310−4.3% | Reduced |
| First Trust Advisors LP | 348,845 | $7.05M | 0.01% | −8,417−2.4% | Reduced |
| AXA S.A. | 358,439 | $7.24M | 0.02% | −9,047−2.5% | Reduced |
| Hood River Capital Management LLC | 365,521 | $7.39M | 0.13% | +124,950+51.9% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 393,293 | $7.95M | 0.08% | +203,226+106.9% | Added |