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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| Avion Wealth | 23 | $0 | 0.00% | +23 | New |
| True Wealth Design, LLC | 3 | $117 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 3 | $117 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 3 | $117 | 0.00% | +3 | New |
| Fifth Third Bancorp | 5 | $194 | 0.00% | −35−87.5% | Reduced |
| Addison Advisors LLC | 5 | $195 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 16 | $622 | 0.00% | +16 | New |
| Plante Moran Financial Advisors, LLC | 17 | $660 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $777 | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 20 | $777 | 0.00% | +20 | New |
| Rise Advisors, LLC | 22 | $855 | 0.00% | +22 | New |
| Bullock Wealth Management Group | 22 | $873 | 0.00% | −65−74.7% | Reduced |
| Bear Mountain Capital, Inc. | 17 | $936 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 25 | $972 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 40 | $1.00K | 0.00% | +40 | New |
| Kilter Group LLC | 29 | $1.13K | 0.00% | +29 | New |
| Investors Research Corp | 30 | $1.17K | 0.00% | −10−25.0% | Reduced |
| Assetmark, Inc | 31 | $1.20K | 0.00% | +31 | New |
| ORG Wealth Partners, LLC | 32 | $1.27K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 34 | $1.32K | 0.00% | −36−51.4% | Reduced |
| Pacer Advisors, Inc. | 35 | $1.36K | 0.00% | −33−48.5% | Reduced |
| Kiker Wealth Management, LLC | 37 | $1.44K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 40 | $1.55K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 40 | $1.55K | 0.00% | +40 | New |
| Ameriflex Group, Inc. | 44 | $1.64K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $1.94K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 53 | $2.06K | 0.00% | +53 | New |
| MAI Capital Management | 60 | $2.33K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 65 | $2.53K | 0.00% | +65 | New |
| Bogart Wealth, LLC | 68 | $2.64K | 0.00% | +68 | New |
| Essential Partners LLC | 68 | $2.64K | 0.00% | +68 | New |
| Ci Investments Inc. | 74 | $3.00K | 0.00% | −3−3.9% | Reduced |
| Gen-Wealth Partners Inc | 82 | $3.19K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $3.88K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 100 | $3.88K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $3.88K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 100 | $3.88K | 0.00% | +100 | New |
| Beacon Capital Management, LLC | 113 | $4.39K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 120 | $4.66K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 125 | $4.86K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 101 | $5.45K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 150 | $5.83K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 157 | $6.10K | 0.00% | +4+2.6% | Added |
| Atlantic Trust, LLC | 173 | $6.72K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 170 | $6.74K | 0.00% | +170 | New |
| Insight Financial Services | 182 | $7.07K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $7.77K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 200 | $7.77K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 200 | $7.77K | 0.01% | +200 | New |
| Geneos Wealth Management Inc. | 204 | $7.92K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 239 | $9.29K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 252 | $9.79K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 254 | $9.87K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 265 | $10.3K | 0.00% | +168+173.2% | Added |
| Skopos Labs, Inc. | 271 | $10.5K | 0.00% | −82−23.2% | Reduced |
| Signaturefd, LLC | 328 | $12.7K | 0.00% | +70+27.1% | Added |
| Allworth Financial LP | 331 | $12.9K | 0.00% | +275+491.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 400 | $15.5K | 0.00% | +400 | New |
| Caitong International Asset Management Co., Ltd | 437 | $17.0K | 0.01% | +287+191.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 465 | $18.0K | 0.00% | +465 | New |
| Hanson & Doremus Investment Management | 576 | $22.0K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 572 | $22.2K | 0.00% | +572 | New |
| CIBC Private Wealth Group, LLC | 596 | $23.2K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 650 | $25.3K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 700 | $27.2K | 0.00% | −500−41.7% | Reduced |
| IFP Advisors, Inc | 772 | $30.0K | 0.00% | +154+24.9% | Added |
| Newbridge Financial Services Group, Inc. | 800 | $31.1K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 820 | $31.9K | 0.00% | +820 | New |
| AdvisorNet Financial, Inc | 828 | $32.2K | 0.00% | +828 | New |
| Concord Wealth Partners | 889 | $34.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,000 | $38.9K | 0.00% | −66−6.2% | Reduced |
| Pingora Partners LLC | 1,000 | $38.9K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,000 | $38.9K | 0.00% | +700+233.3% | Added |
| Gables Capital Management Inc. | 1,000 | $38.9K | 0.02% | +1,000 | New |
| Wexford Capital LP | 1,054 | $41.0K | 0.01% | +1,054 | New |
| Vega Investment Solutions | 1,101 | $42.8K | 0.01% | −957−46.5% | Reduced |
| Centerpoint Advisors, LLC | 1,200 | $47.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,276 | $49.6K | 0.00% | +573+81.5% | Added |
| KBC Group NV | 1,699 | $66.0K | 0.00% | +1,699 | New |
| Farther Finance Advisors, LLC | 1,765 | $68.6K | 0.00% | +342+24.0% | Added |
| Rhumbline Advisers | 1,769 | $68.7K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,900 | $73.8K | 0.01% | −8−0.4% | Reduced |
| Private Trust Co NA | 2,200 | $85.5K | 0.01% | +200+10.0% | Added |
| Ulland Investment Advisors, LLC | 2,225 | $86.0K | 0.07% | +700+45.9% | Added |
| Quest Partners LLC | 2,232 | $86.7K | 0.01% | −568−20.3% | Reduced |
| Deutsche Bank AG | 2,417 | $93.9K | 0.00% | +1,999+478.2% | Added |
| Federation des caisses Desjardins du Quebec | 2,646 | $102.8K | 0.00% | +800+43.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 2,694 | $105.0K | 0.01% | +2,694 | New |
| Total Investment Management Inc | 3,400 | $132.1K | 0.02% | +3,400 | New |
| Walleye Capital LLC | 3,427 | $133.1K | 0.00% | −30,703−90.0% | Reduced |
| MCF Advisors LLC | 3,564 | $138.5K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 3,886 | $151.0K | 0.00% | −1,437−27.0% | Reduced |
| Lazard Asset Management LLC | 4,321 | $167.0K | 0.00% | +4,321 | New |
| Van Eck Associates Corp | 4,976 | $193.0K | 0.00% | +982+24.6% | Added |
| Private Advisor Group, LLC | 5,199 | $202.0K | 0.00% | +5,199 | New |
| Toroso Investments, LLC | 5,246 | $203.8K | 0.00% | +5,246 | New |
| JustInvest LLC | 5,287 | $205.4K | 0.00% | +5,287 | New |
| American Trust | 5,401 | $209.8K | 0.02% | +5,401 | New |