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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 435,567 | $8.80M | 0.01% | +414,399+1,957.7% | Added |
| Bank of America Corp | 474,218 | $9.58M | 0.00% | +189,025+66.3% | Added |
| S Squared Technology, LLC | 480,000 | $9.70M | 4.96% | +30,000+6.7% | Added |
| Legal & General Group Plc | 484,313 | $9.79M | 0.00% | +64,166+15.3% | Added |
| Geode Capital Management, LLC | 546,324 | $11.0M | 0.00% | +41,210+8.2% | Added |
| Zevenbergen Capital Investments LLC | 562,868 | $11.4M | 0.28% | −170,568−23.3% | Reduced |
| TCW Group Inc | 593,442 | $12.0M | 0.11% | +10,487+1.8% | Added |
| FMR LLC | 671,149 | $13.6M | 0.00% | −297,007−30.7% | Reduced |
| Exchange Traded Concepts, LLC | 680,734 | $13.8M | 0.25% | +104,068+18.0% | Added |
| Frontier Capital Management Co LLC | 691,318 | $14.0M | 0.15% | +70,352+11.3% | Added |
| Thematics Asset Management | 740,544 | $15.0M | 0.76% | −14,318−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 794,592 | $16.1M | 0.01% | +344,898+76.7% | Added |
| BlackRock, Inc. | 853,456 | $17.2M | 0.00% | −76,837−8.3% | Reduced |
| UBS Group AG | 917,742 | $18.5M | 0.00% | −60,775−6.2% | Reduced |
| Raymond James Financial Inc | 980,922 | $19.8M | 0.01% | +105,616+12.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,343,902 | $27.2M | 0.06% | +187,538+16.2% | Added |
| Morgan Stanley | 1,517,336 | $30.7M | 0.00% | +650,129+75.0% | Added |
| Vanguard Group Inc | 4,573,396 | $92.4M | 0.00% | −396,896−8.0% | Reduced |
| SVF Sponsor III (DE) LLC | 9,090,000 | $183.7M | 100.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 13,706,465 | $277.0M | 0.24% | −198,324−1.4% | Reduced |
| Walmart Inc. | 15,000,000 | $303.1M | 97.36% | 00.0% | Unchanged |
| Softbank Group Corp | 39,825,312 | $804.9M | 2.75% | 00.0% | Unchanged |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −187,317−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −174,672−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −132,200−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −94,957−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −85,077−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −83,065−100.0% | Sold out |
| Hunter Associates Investment Management LLC | 0 | $0 | 0.00% | −67,413−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −55,734−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −45,582−100.0% | Sold out |
| Bouvel Investment Partners, LLC | 0 | $0 | 0.00% | −44,539−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −44,432−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −35,072−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −35,889−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −25,074−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −24,700−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −20,256−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −14,545−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −11,242−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −10,244−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −10,032−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −9,561−100.0% | Sold out |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −9,296−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −8,947−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −8,776−100.0% | Sold out |
| Grove Street Fiduciary, LLC | 0 | $0 | 0.00% | −8,445−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −927−100.0% | Sold out |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −544−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −479−100.0% | Sold out |
| Ramirez Asset Management, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| AlphaCentric Advisors LLC | – | – | – | – | Not filed |
| Natixis Investment Managers International | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |