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, Q2 2025
Institutional positions in Symbotic Inc. as of Jun 30, 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
- 280
- +61 vs. Q1 2025
- Shares held
- 103.1M
- −193.8K (−0.2%) vs. Q1 2025
- Total value
- $4.00B
- +$1.92B (+91.9%) vs. Q1 2025
- New holders
- 96
- 69 more added
- Sold out
- 35
- 66 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Softbank Group Corp | 39,825,312 | $1.55B | 6.20% | 00.0% | Unchanged |
| Walmart Inc. | 15,000,000 | $582.8M | 98.23% | 00.0% | Unchanged |
| Baillie Gifford & Co | 13,440,113 | $522.1M | 0.39% | −266,352−1.9% | Reduced |
| SVF Sponsor III (DE) LLC | 9,090,000 | $353.1M | 100.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 4,596,637 | $178.6M | 0.00% | +23,241+0.5% | Added |
| Morgan Stanley | 1,495,655 | $58.1M | 0.00% | −21,681−1.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,321,225 | $51.2M | 0.10% | −22,677−1.7% | Reduced |
| BlackRock, Inc. | 988,256 | $38.4M | 0.00% | +134,800+15.8% | Added |
| Raymond James Financial Inc | 970,198 | $37.7M | 0.01% | −10,724−1.1% | Reduced |
| UBS Group AG | 904,223 | $35.1M | 0.01% | −13,519−1.5% | Reduced |
| Thematics Asset Management | 611,494 | $23.8M | 1.07% | −129,050−17.4% | Reduced |
| TCW Group Inc | 606,156 | $23.5M | 0.18% | +12,714+2.1% | Added |
| Frontier Capital Management Co LLC | 554,565 | $21.5M | 0.20% | −136,753−19.8% | Reduced |
| Geode Capital Management, LLC | 551,216 | $21.4M | 0.00% | +4,892+0.9% | Added |
| Amanah Holdings Trust | 510,000 | $19.8M | 4.91% | +510,000 | New |
| Exchange Traded Concepts, LLC | 504,937 | $19.6M | 0.25% | −175,797−25.8% | Reduced |
| S Squared Technology, LLC | 480,000 | $18.6M | 7.86% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 445,498 | $17.3M | 0.13% | +52,205+13.3% | Added |
| Royal Bank of Canada | 425,545 | $16.5M | 0.00% | +340,689+401.5% | Added |
| Hood River Capital Management LLC | 424,526 | $16.5M | 0.23% | +59,005+16.1% | Added |
| D. E. Shaw & Co., Inc. | 418,342 | $16.3M | 0.02% | +418,342 | New |
| Bank of America Corp | 413,027 | $16.0M | 0.00% | −61,191−12.9% | Reduced |
| Renaissance Technologies LLC | 409,500 | $15.9M | 0.02% | +409,500 | New |
| Legal & General Group Plc | 393,727 | $15.3M | 0.00% | −90,586−18.7% | Reduced |
| Two Sigma Investments, LP | 387,503 | $15.1M | 0.03% | +243,078+168.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 305,611 | $11.9M | 0.03% | −35,158−10.3% | Reduced |
| Invesco Ltd. | 304,207 | $11.8M | 0.00% | +75,828+33.2% | Added |
| BNP Paribas Arbitrage, SA | 302,788 | $11.8M | 0.01% | −491,804−61.9% | Reduced |
| State Street Corp | 292,321 | $11.4M | 0.00% | −20,949−6.7% | Reduced |
| First Trust Advisors LP | 279,490 | $10.9M | 0.01% | −69,355−19.9% | Reduced |
| AXA S.A. | 276,751 | $10.8M | 0.03% | −81,688−22.8% | Reduced |
| Charles Schwab Investment Management Inc | 231,044 | $8.98M | 0.00% | −409−0.2% | Reduced |
| Ensign Peak Advisors, Inc | 223,141 | $8.67M | 0.01% | +25,136+12.7% | Added |
| O'Neil Global Advisors, Inc. | 219,168 | $8.52M | 1.96% | +219,168 | New |
| Wells Fargo & Company | 197,286 | $7.66M | 0.00% | +52,299+36.1% | Added |
| Price T Rowe Associates Inc | 193,485 | $7.52M | 0.00% | −16,516−7.9% | Reduced |
| Susquehanna International Group, LLP | 177,232 | $6.89M | 0.01% | +177,232 | New |
| Goldman Sachs Group Inc | 144,402 | $5.61M | 0.00% | −74,030−33.9% | Reduced |
| Zevenbergen Capital Investments LLC | 141,746 | $5.51M | 0.11% | −421,122−74.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 141,664 | $5.50M | 0.13% | +141,664 | New |
| UBS Asset Management Americas Inc | 134,446 | $5.22M | 0.00% | +49,547+58.4% | Added |
| Blair William & Co | 131,319 | $5.10M | 0.01% | −4,479−3.3% | Reduced |
| Millennium Management LLC | 124,426 | $4.83M | 0.00% | −311,141−71.4% | Reduced |
| Verition Fund Management LLC | 124,146 | $4.82M | 0.03% | +46,269+59.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 121,495 | $4.72M | 1.89% | +7,240+6.3% | Added |
| Northern Trust Corp | 116,304 | $4.52M | 0.00% | +6,435+5.9% | Added |
| DDD Partners, LLC | 115,079 | $4.47M | 0.48% | +67,006+139.4% | Added |
| Victory Capital Management Inc | 114,513 | $4.45M | 0.00% | +20,436+21.7% | Added |
| Marathon Capital Management | 106,170 | $4.12M | 1.05% | −2,165−2.0% | Reduced |
| Register Financial Advisors LLC | 100,717 | $3.91M | 1.71% | −19,050−15.9% | Reduced |
| Stifel Financial Corp | 95,693 | $3.72M | 0.00% | +95,693 | New |
| Freemont Management S.A. | 95,600 | $3.71M | 0.61% | +22,400+30.6% | Added |
| Robocap Asset Management Ltd | 95,412 | $3.71M | 2.34% | −44,810−32.0% | Reduced |
| Balyasny Asset Management LLC | 94,245 | $3.66M | 0.01% | +24,824+35.8% | Added |
| Advisor Group Holdings, Inc. | 93,810 | $3.64M | 0.01% | +6,643+7.6% | Added |
| Swiss National Bank | 92,600 | $3.60M | 0.00% | +10,200+12.4% | Added |
| LPL Financial LLC | 91,747 | $3.56M | 0.00% | +23,216+33.9% | Added |
| SEI Investments Co | 90,501 | $3.52M | 0.00% | +15,218+20.2% | Added |
| Bourne Lent Asset Management Inc | 88,360 | $3.43M | 1.33% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 80,720 | $3.14M | 0.07% | +80,720 | New |
| Amundi | 72,238 | $3.05M | 0.00% | +46+0.1% | Added |
| Taylor Frigon Capital Management LLC | 76,665 | $2.98M | 1.58% | −5,359−6.5% | Reduced |
| National Bank of Canada | 76,178 | $2.96M | 0.00% | +72,967+2,272.4% | Added |
| FMR LLC | 75,585 | $2.94M | 0.00% | −595,564−88.7% | Reduced |
| Dimensional Fund Advisors LP | 59,696 | $2.32M | 0.00% | +791+1.3% | Added |
| Citigroup Inc | 58,863 | $2.29M | 0.00% | −52,345−47.1% | Reduced |
| 180 Wealth Advisors, LLC | 58,521 | $2.27M | 0.32% | +4,901+9.1% | Added |
| Baird Financial Group, Inc. | 54,396 | $2.11M | 0.00% | −25,248−31.7% | Reduced |
| Black Swift Group, LLC | 53,300 | $2.07M | 0.42% | +53,300 | New |
| Legacy Capital Wealth Partners, LLC | 53,174 | $2.07M | 0.47% | +4,060+8.3% | Added |
| California State Teachers Retirement System | 51,622 | $2.01M | 0.00% | +15,839+44.3% | Added |
| Bank of New York Mellon Corp | 51,263 | $1.99M | 0.00% | −9,291−15.3% | Reduced |
| 1832 Asset Management L.P. | 51,000 | $1.98M | 0.00% | +51,000 | New |
| Advisors Asset Management, Inc. | 50,937 | $1.98M | 0.04% | +15,676+44.5% | Added |
| Capital Fund Management S.A. | 46,152 | $1.79M | 0.02% | −207,858−81.8% | Reduced |
| Commonwealth Equity Services, LLC | 46,019 | $1.79M | 0.00% | −4,467−8.8% | Reduced |
| Natixis | 44,738 | $1.74M | 0.01% | +1,388+3.2% | Added |
| Penserra Capital Management LLC | 44,419 | $1.73M | 0.02% | +44,419 | New |
| Bouvel Investment Partners, LLC | 44,143 | $1.71M | 0.58% | +44,143 | New |
| Jane Street Group, LLC | 44,022 | $1.71M | 0.00% | +44,022 | New |
| Wolverine Trading, LLC | 42,008 | $1.56M | 0.04% | −20,085−32.3% | Reduced |
| EverSource Wealth Advisors, LLC | 38,866 | $1.51M | 0.07% | +38,671+19,831.3% | Added |
| Capital Market Strategies LLC | 38,275 | $1.49M | 1.03% | −9,887−20.5% | Reduced |
| Handelsbanken Fonder AB | 37,743 | $1.47M | 0.01% | +25,843+217.2% | Added |
| Atria Wealth Solutions, Inc. | 37,133 | $1.44M | 0.03% | +1,723+4.9% | Added |
| Group One Trading, L.P. | 36,649 | $1.42M | 0.05% | +36,649 | New |
| Davy Global Fund Management Ltd | 36,527 | $1.42M | 0.13% | +13,369+57.7% | Added |
| Winton Group Ltd | 35,184 | $1.37M | 0.07% | +35,184 | New |
| Arkfeld Wealth Strategies, L.L.C. | 28,680 | $1.36M | 0.54% | +1,087+3.9% | Added |
| Simplex Trading, LLC | 34,245 | $1.33M | 0.04% | +9,617+39.0% | Added |
| PDT Partners, LLC | 33,908 | $1.32M | 0.07% | −87,029−72.0% | Reduced |
| AQR Capital Management LLC | 32,811 | $1.27M | 0.00% | +32,811 | New |
| Steward Partners Investment Advisory, LLC | 32,806 | $1.27M | 0.01% | +1,700+5.5% | Added |
| Retirement Planning Co of New England, Inc. | 31,941 | $1.24M | 0.55% | −118−0.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 31,687 | $1.23M | 0.00% | +16,029+102.4% | Added |
| Main Management ETF Advisors, LLC | 29,320 | $1.14M | 0.05% | +480+1.7% | Added |
| HighTower Advisors, LLC | 28,212 | $1.10M | 0.00% | −5,743−16.9% | Reduced |
| Cetera Investment Advisers | 28,011 | $1.09M | 0.00% | −33,663−54.6% | Reduced |
| Empowered Funds, LLC | 27,987 | $1.09M | 0.01% | +27,987 | New |
| Perigon Wealth Management, LLC | 25,437 | $988.2K | 0.02% | +25,437 | New |