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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17,208 | $347.8K | 0.00% | +757+4.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,248 | $347.7K | 0.00% | +3,024+21.3% | Added |
| XTX Topco Ltd | 16,010 | $323.6K | 0.02% | +16,010 | New |
| Cambridge Investment Research Advisors, Inc. | 15,658 | $316.0K | 0.00% | +2,737+21.2% | Added |
| First Dallas Securities Inc. | 15,150 | $306.0K | 0.13% | −2,350−13.4% | Reduced |
| Lighthouse Investment Partners, LLC | 15,000 | $303.1K | 0.01% | +15,000 | New |
| Pathstone Holdings, LLC | 14,350 | $290.0K | 0.00% | +1,328+10.2% | Added |
| Hodges Capital Management Inc. | 14,350 | $290.0K | 0.03% | −259,491−94.8% | Reduced |
| Greenwood Gearhart Inc | 14,217 | $287.3K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 14,203 | $287.0K | 0.00% | +14,203 | New |
| Armstrong Advisory Group, Inc | 11,782 | $279.4K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 13,596 | $274.8K | 0.01% | +1,012+8.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,285 | $268.5K | 0.00% | +1,357+11.4% | Added |
| Intergy Private Wealth, LLC | 13,094 | $264.6K | 0.10% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 12,965 | $262.0K | 0.02% | +135+1.1% | Added |
| MML Investors Services, LLC | 12,796 | $259.0K | 0.00% | −3,212−20.1% | Reduced |
| Jain Global LLC | 12,300 | $248.6K | 0.01% | +12,300 | New |
| Arizona State Retirement System | 12,197 | $246.5K | 0.00% | +187+1.6% | Added |
| Banque Cantonale Vaudoise | 12,109 | $245.0K | 0.01% | +12,109 | New |
| Handelsbanken Fonder AB | 11,900 | $240.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 11,661 | $235.0K | 0.00% | +11,661 | New |
| Western Wealth Management, LLC | 11,450 | $231.4K | 0.02% | −900−7.3% | Reduced |
| Vista Investment Partners LLC | 10,743 | $217.1K | 0.07% | −556−4.9% | Reduced |
| Rakuten Securities, Inc. | 10,298 | $208.1K | 0.11% | +2,752+36.5% | Added |
| Holocene Advisors, LP | 10,140 | $204.9K | 0.00% | +10,140 | New |
| Barclays PLC | 9,014 | $182.2K | 0.00% | +252+2.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,841 | $178.7K | 0.00% | +397+4.7% | Added |
| KLP Kapitalforvaltning AS | 8,200 | $165.7K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 7,554 | $152.7K | 0.04% | +7,554 | New |
| CoreCap Advisors, LLC | 6,629 | $134.0K | 0.01% | +1,100+19.9% | Added |
| PEAK6 LLC | 6,183 | $125.0K | 0.00% | +6,183 | New |
| The PNC Financial Services Group, Inc. | 5,932 | $119.9K | 0.00% | +2,100+54.8% | Added |
| Jones Financial Companies LLLP | 5,634 | $113.6K | 0.00% | +3,177+129.3% | Added |
| US Bancorp | 5,323 | $107.6K | 0.00% | −2,301−30.2% | Reduced |
| Tower Research Capital LLC (TRC) | 5,044 | $101.9K | 0.00% | +1,478+41.4% | Added |
| SBI Securities Co., Ltd. | 4,374 | $88.4K | 0.00% | −2,117−32.6% | Reduced |
| Van Eck Associates Corp | 3,994 | $81.0K | 0.00% | +1,393+53.6% | Added |
| MCF Advisors LLC | 3,564 | $72.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 3,211 | $64.9K | 0.00% | −257,053−98.8% | Reduced |
| Quest Partners LLC | 2,800 | $56.6K | 0.01% | +2,131+318.5% | Added |
| CWM, LLC | 2,602 | $53.0K | 0.00% | +2,090+408.2% | Added |
| Headlands Technologies LLC | 2,171 | $43.9K | 0.01% | −50,861−95.9% | Reduced |
| Vega Investment Solutions | 2,058 | $41.6K | 0.01% | +2,058 | New |
| Ostrum Asset Management | 2,058 | $41.6K | 0.00% | −2,429−54.1% | Reduced |
| Strengthening Families & Communities, LLC | 1,165 | $41.0K | 0.03% | +1,165 | New |
| Private Trust Co NA | 2,000 | $40.4K | 0.00% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 1,980 | $40.0K | 0.04% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,908 | $38.6K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,846 | $37.3K | 0.00% | −10−0.5% | Reduced |
| Rhumbline Advisers | 1,769 | $35.8K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,525 | $31.0K | 0.03% | +1,525 | New |
| Farther Finance Advisors, LLC | 1,423 | $29.7K | 0.00% | −40−2.7% | Reduced |
| Carolinas Wealth Consulting LLC | 1,310 | $26.5K | 0.01% | +103+8.5% | Added |
| Rothschild Investment LLC | 1,200 | $24.3K | 0.00% | −25−2.0% | Reduced |
| Centerpoint Advisors, LLC | 1,200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,066 | $21.5K | 0.00% | +200+23.1% | Added |
| Pingora Partners LLC | 1,000 | $20.2K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 889 | $18.0K | 0.00% | +104+13.2% | Added |
| Newbridge Financial Services Group, Inc. | 800 | $16.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 703 | $14.2K | 0.00% | +169+31.6% | Added |
| Rocky Mountain Advisers, LLC | 650 | $13.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 618 | $12.5K | 0.00% | −750−54.8% | Reduced |
| Hanson & Doremus Investment Management | 576 | $12.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 596 | $10.7K | 0.00% | +596 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 437 | $9.25K | 0.00% | +437 | New |
| Deutsche Bank AG | 418 | $8.45K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 386 | $7.80K | 0.00% | +386 | New |
| Skopos Labs, Inc. | 353 | $7.13K | 0.00% | +352+35,200.0% | Added |
| SRS Capital Advisors, Inc. | 300 | $6.06K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 258 | $5.21K | 0.00% | +258 | New |
| Stone House Investment Management, LLC | 255 | $5.15K | 0.00% | +255 | New |
| Financial Freedom, LLC | 254 | $5.13K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 252 | $5.09K | 0.00% | +252 | New |
| IMG Wealth Management, Inc. | 239 | $4.83K | 0.00% | −391−62.1% | Reduced |
| Geneos Wealth Management Inc. | 204 | $4.12K | 0.00% | +76+59.4% | 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 |
| EverSource Wealth Advisors, LLC | 195 | $3.94K | 0.00% | +162+490.9% | Added |
| Insight Financial Services | 182 | $3.68K | 0.00% | +82+82.0% | Added |
| Atlantic Trust, LLC | 173 | $3.50K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 153 | $3.09K | 0.00% | +10+7.0% | Added |
| 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 |
| Darwin Advisors, LLC | 125 | $2.96K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 120 | $2.43K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 113 | $2.28K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 112 | $2.26K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 101 | $2.04K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ci Investments Inc. | 77 | $2.00K | 0.00% | +77 | New |
| Parallel Advisors, LLC | 97 | $1.96K | 0.00% | +97 | New |
| Hexagon Capital Partners LLC | 96 | $1.94K | 0.00% | +65+209.7% | Added |
| Bullock Wealth Management Group | 87 | $1.82K | 0.00% | +24+38.1% | Added |
| Gen-Wealth Partners Inc | 82 | $1.66K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 60 | $1.42K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 70 | $1.42K | 0.00% | −4−5.4% | Reduced |
| South State Corp. | 70 | $1.42K | 0.00% | +70 | New |