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Livermore
Livermore
ZHEN

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 11 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.

Q2 2025 vs. Q1 2025

How the institutions holding Symbotic Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of SYM: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders2223280+61
Shares103.3M55.4K103.1M−193.8K (−0.2%)
Value$2.09B$1.12M$4.00B+$1.92B (+91.9%)

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (96)

Institutions that held Symbotic Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to SYM in Q2 2025
InstitutionSharesValue% of portfolio
Amanah Holdings Trust510,000$19.8M4.91%
D. E. Shaw & Co., Inc.418,342$16.3M0.02%
Renaissance Technologies LLC409,500$15.9M0.02%
O'Neil Global Advisors, Inc.219,168$8.52M1.96%
Susquehanna International Group, LLP177,232$6.89M0.01%
Y-Intercept (Hong Kong) Ltd141,664$5.50M0.13%
Stifel Financial Corp95,693$3.72M0.00%
Susquehanna Portfolio Strategies, LLC80,720$3.14M0.07%
Black Swift Group, LLC53,300$2.07M0.42%
1832 Asset Management L.P.51,000$1.98M0.00%
Penserra Capital Management LLC44,419$1.73M0.02%
Bouvel Investment Partners, LLC44,143$1.71M0.58%
Jane Street Group, LLC44,022$1.71M0.00%
Group One Trading, L.P.36,649$1.42M0.05%
Winton Group Ltd35,184$1.37M0.07%
AQR Capital Management LLC32,811$1.27M0.00%
Empowered Funds, LLC27,987$1.09M0.01%
Perigon Wealth Management, LLC25,437$988.2K0.02%
Scientech Research LLC25,166$977.7K0.24%
Prospera Financial Services Inc22,168$861.2K0.02%
Russell Investments Group, Ltd.20,698$804.1K0.00%
Polen Capital Management LLC20,003$777.1K0.00%
Options Solutions, LLC18,752$728.5K0.26%
Schonfeld Strategic Advisors LLC16,536$642.4K0.00%
Arkadios Wealth Advisors14,784$574.4K0.02%
Bayesian Capital Management, LP13,453$522.6K0.08%
Nebula Research & Development LLC12,902$501.2K0.04%
Kestra Advisory Services, LLC12,203$474.1K0.00%
Vident Advisory, LLC11,316$439.6K0.00%
J.W. Cole Advisors, Inc.10,649$413.7K0.01%
Captrust Financial Advisors10,582$411.1K0.00%
Tyche Wealth Partners LLC10,365$402.7K0.08%
Fortis Group Advisors, LLC7,383$398.3K0.07%
FORA Capital, LLC9,977$387.6K0.04%
Hunter Associates Investment Management LLC9,225$361.0K0.05%
Somerset Trust Co9,255$359.6K0.12%
Riverbridge Partners LLC9,219$358.2K0.01%
Onyx Bridge Wealth Group LLC8,765$340.5K0.05%
Mercer Global Advisors Inc8,693$337.7K0.00%
Manufacturers Life Insurance Company, The8,544$331.9K0.00%
Calton & Associates, Inc.8,499$330.2K0.06%
Universal- Beteiligungs- und Servicegesellschaft mbH8,489$329.8K0.00%
Grove Street Fiduciary, LLC8,445$328.1K0.16%
Franklin Resources Inc8,336$323.9K0.00%
Brevan Howard Capital Management LP8,226$319.6K0.00%
Concurrent Investment Advisors, LLC7,325$284.6K0.01%
Teacher Retirement System of Texas7,315$284.2K0.00%
Willis Johnson & Associates, Inc.7,200$279.7K0.02%
Global Retirement Partners, LLC7,194$279.5K0.01%
Stonegate Investment Group, LLC7,007$272.2K0.01%
Pictet Asset Management Holding SA6,733$261.6K0.00%
PFG Investments, LLC6,565$255.1K0.01%
Two Sigma Advisers, LP6,400$248.6K0.00%
Walleye Trading LLC6,386$248.1K0.01%
SlateStone Wealth, LLC6,395$248.0K0.02%
Cresset Asset Management, LLC6,375$247.7K0.00%
Thrivent Financial for Lutherans6,573$245.0K0.00%
Ieq Capital, LLC6,295$244.6K0.00%
Phoenix Holdings Ltd.6,300$244.5K0.00%
Sigma Planning Corp6,042$234.7K0.01%
J. Safra Sarasin Holding AG6,000$233.1K0.00%
Vontobel Holding Ltd.5,800$225.3K0.00%
Moors & Cabot, Inc.5,730$222.6K0.01%
Mariner, LLC5,689$221.0K0.00%
American Trust5,401$209.8K0.02%
JustInvest LLC5,287$205.4K0.00%
Toroso Investments, LLC5,246$203.8K0.00%
Private Advisor Group, LLC5,199$202.0K0.00%
Lazard Asset Management LLC4,321$167.0K0.00%
Total Investment Management Inc3,400$132.1K0.02%
JTC Employer Solutions Trusteee Ltd2,694$105.0K0.01%
KBC Group NV1,699$66.0K0.00%
Wexford Capital LP1,054$41.0K0.01%
Gables Capital Management Inc.1,000$38.9K0.02%
AdvisorNet Financial, Inc828$32.2K0.00%
IAG Wealth Partners, LLC820$31.9K0.00%
Alerus Financial NA572$22.2K0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.465$18.0K0.00%
Atlantic Edge Private Wealth Management, LLC400$15.5K0.00%
Evolution Wealth Management Inc.200$7.77K0.01%
TD Waterhouse Canada Inc.170$6.74K0.00%
Ameritas Advisory Services, LLC100$3.88K0.00%
Bogart Wealth, LLC68$2.64K0.00%
Essential Partners LLC68$2.64K0.00%
Toth Financial Advisory Corp65$2.53K0.00%
Fortitude Family Office, LLC53$2.06K0.00%
Curio Wealth, LLC40$1.55K0.00%
Assetmark, Inc31$1.20K0.00%
Kilter Group LLC29$1.13K0.00%
Financial Connections Group, Inc.40$1.00K0.00%
Rise Advisors, LLC22$8550.00%
Mount Yale Investment Advisors, LLC20$7770.00%
Riggs Asset Managment Co. Inc.16$6220.00%
Legacy Investment Solutions, LLC3$1170.00%
Capital Advisors, Ltd. LLC3$00.00%
Avion Wealth23$00.00%

Sold out (35)

Institutions that held Symbotic Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of SYM in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Canada Pension Plan Investment Board245,800$4.97M
Cubist Systematic Strategies, LLC227,097$4.59M
Citadel Advisors LLC149,869$3.03M
Twin Tree Management, LP82,409$1.67M
Littlejohn Financial Services, Inc.44,982$909.1K
Marex Group plc33,931$685.7K
Engineers Gate Manager LP30,384$614.1K
Symmetry Investments LP28,495$575.9K
Envestnet Asset Management Inc22,118$447.0K
Marshall Wace, LLP17,261$348.8K
XTX Topco Ltd16,010$323.6K
First Dallas Securities Inc.15,150$306.0K
Lighthouse Investment Partners, LLC15,000$303.1K
Pathstone Holdings, LLC14,350$290.0K
Squarepoint Ops LLC14,203$287.0K
Jain Global LLC12,300$248.6K
Western Wealth Management, LLC11,450$231.4K
Holocene Advisors, LP10,140$204.9K
Point72 Asia (Singapore) Pte. Ltd.7,554$152.7K
PEAK6 LLC6,183$125.0K
Tower Research Capital LLC (TRC)5,044$101.9K
Ostrum Asset Management2,058$41.6K
Strengthening Families & Communities, LLC1,165$41.0K
Carolinas Wealth Consulting LLC1,310$26.5K
Loring Wolcott & Coolidge Fiduciary Advisors LLP437$9.25K
Coldstream Capital Management Inc386$7.80K
Stone House Investment Management, LLC255$5.15K
FSC Wealth Advisors, LLC200$4.04K
First Horizon Advisors, Inc.112$2.26K
Hexagon Capital Partners LLC96$1.94K
Principal Securities, Inc.60$1.42K
South State Corp.70$1.42K
CVA Family Office, LLC24$485
Hemington Wealth Management1$0
McClarren Financial Advisors, Inc.20$0

Not filed for Q2 2025 yet (3)

Institutions that held Symbotic Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SYM in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Tanaka Capital Management Inc53,376$1.08M
Pilgrim Partners Asia Pte Ltd1,980$40.0K
Lindbrook Capital, LLC35$707