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 |
|---|---|---|---|---|---|
| Mariner, LLC | 5,689 | $221.0K | 0.00% | +5,689 | New |
| Moors & Cabot, Inc. | 5,730 | $222.6K | 0.01% | +5,730 | New |
| Vontobel Holding Ltd. | 5,800 | $225.3K | 0.00% | +5,800 | New |
| J. Safra Sarasin Holding AG | 6,000 | $233.1K | 0.00% | +6,000 | New |
| Sigma Planning Corp | 6,042 | $234.7K | 0.01% | +6,042 | New |
| SBI Securities Co., Ltd. | 6,259 | $243.2K | 0.01% | +1,885+43.1% | Added |
| Phoenix Holdings Ltd. | 6,300 | $244.5K | 0.00% | +6,300 | New |
| Ieq Capital, LLC | 6,295 | $244.6K | 0.00% | +6,295 | New |
| Thrivent Financial for Lutherans | 6,573 | $245.0K | 0.00% | +6,573 | New |
| The PNC Financial Services Group, Inc. | 6,354 | $246.9K | 0.00% | +422+7.1% | Added |
| Cresset Asset Management, LLC | 6,375 | $247.7K | 0.00% | +6,375 | New |
| SlateStone Wealth, LLC | 6,395 | $248.0K | 0.02% | +6,395 | New |
| Walleye Trading LLC | 6,386 | $248.1K | 0.01% | +6,386 | New |
| Jones Financial Companies LLLP | 6,669 | $248.4K | 0.00% | +1,035+18.4% | Added |
| Two Sigma Advisers, LP | 6,400 | $248.6K | 0.00% | +6,400 | New |
| Headlands Technologies LLC | 6,508 | $252.8K | 0.03% | +4,337+199.8% | Added |
| PFG Investments, LLC | 6,565 | $255.1K | 0.01% | +6,565 | New |
| Pictet Asset Management Holding SA | 6,733 | $261.6K | 0.00% | +6,733 | New |
| Stonegate Investment Group, LLC | 7,007 | $272.2K | 0.01% | +7,007 | New |
| Hodges Capital Management Inc. | 7,050 | $273.9K | 0.03% | −7,300−50.9% | Reduced |
| Global Retirement Partners, LLC | 7,194 | $279.5K | 0.01% | +7,194 | New |
| Willis Johnson & Associates, Inc. | 7,200 | $279.7K | 0.02% | +7,200 | New |
| Teacher Retirement System of Texas | 7,315 | $284.2K | 0.00% | +7,315 | New |
| Concurrent Investment Advisors, LLC | 7,325 | $284.6K | 0.01% | +7,325 | New |
| Comerica Bank | 7,414 | $288.0K | 0.00% | −16,389−68.9% | Reduced |
| Armstrong Advisory Group, Inc | 7,594 | $295.0K | 0.02% | −4,188−35.5% | Reduced |
| Sunbelt Securities, Inc. | 12,830 | $304.2K | 0.03% | −135−1.0% | Reduced |
| Vista Investment Partners LLC | 7,956 | $309.1K | 0.09% | −2,787−25.9% | Reduced |
| Brevan Howard Capital Management LP | 8,226 | $319.6K | 0.00% | +8,226 | New |
| Franklin Resources Inc | 8,336 | $323.9K | 0.00% | +8,336 | New |
| Grove Street Fiduciary, LLC | 8,445 | $328.1K | 0.16% | +8,445 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,489 | $329.8K | 0.00% | +8,489 | New |
| Calton & Associates, Inc. | 8,499 | $330.2K | 0.06% | +8,499 | New |
| Manufacturers Life Insurance Company, The | 8,544 | $331.9K | 0.00% | +8,544 | New |
| Mercer Global Advisors Inc | 8,693 | $337.7K | 0.00% | +8,693 | New |
| Onyx Bridge Wealth Group LLC | 8,765 | $340.5K | 0.05% | +8,765 | New |
| Rakuten Securities, Inc. | 8,817 | $342.5K | 0.13% | −1,481−14.4% | Reduced |
| Riverbridge Partners LLC | 9,219 | $358.2K | 0.01% | +9,219 | New |
| Leonteq Securities AG | 9,236 | $358.8K | 0.02% | −13,899−60.1% | Reduced |
| Somerset Trust Co | 9,255 | $359.6K | 0.12% | +9,255 | New |
| Hunter Associates Investment Management LLC | 9,225 | $361.0K | 0.05% | +9,225 | New |
| MML Investors Services, LLC | 9,561 | $371.0K | 0.00% | −3,235−25.3% | Reduced |
| Barclays PLC | 9,965 | $387.1K | 0.00% | +951+10.6% | Added |
| FORA Capital, LLC | 9,977 | $387.6K | 0.04% | +9,977 | New |
| KLP Kapitalforvaltning AS | 10,000 | $388.5K | 0.00% | +1,800+22.0% | Added |
| Fortis Group Advisors, LLC | 7,383 | $398.3K | 0.07% | +7,383 | New |
| Tyche Wealth Partners LLC | 10,365 | $402.7K | 0.08% | +10,365 | New |
| Captrust Financial Advisors | 10,582 | $411.1K | 0.00% | +10,582 | New |
| J.W. Cole Advisors, Inc. | 10,649 | $413.7K | 0.01% | +10,649 | New |
| Vident Advisory, LLC | 11,316 | $439.6K | 0.00% | +11,316 | New |
| CWM, LLC | 11,363 | $441.0K | 0.00% | +8,761+336.7% | Added |
| HRT Financial LP | 11,773 | $457.0K | 0.00% | +112+1.0% | Added |
| Banque Cantonale Vaudoise | 12,028 | $467.0K | 0.02% | −81−0.7% | Reduced |
| CoreCap Advisors, LLC | 12,085 | $469.5K | 0.02% | +5,456+82.3% | Added |
| Kestra Advisory Services, LLC | 12,203 | $474.1K | 0.00% | +12,203 | New |
| Nebula Research & Development LLC | 12,902 | $501.2K | 0.04% | +12,902 | New |
| Intergy Private Wealth, LLC | 13,094 | $508.7K | 0.17% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 10,691 | $512.2K | 0.00% | −2,594−19.5% | Reduced |
| Bayesian Capital Management, LP | 13,453 | $522.6K | 0.08% | +13,453 | New |
| Sanctuary Advisors, LLC | 13,755 | $534.4K | 0.00% | −10,888−44.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,123 | $548.7K | 0.00% | +5,282+59.7% | Added |
| Arizona State Retirement System | 14,141 | $549.4K | 0.00% | +1,944+15.9% | Added |
| Greenwood Gearhart Inc | 14,217 | $552.3K | 0.03% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 14,475 | $562.4K | 0.09% | −20,290−58.4% | Reduced |
| SG Americas Securities, LLC | 14,625 | $568.0K | 0.00% | −19,361−57.0% | Reduced |
| Arkadios Wealth Advisors | 14,784 | $574.4K | 0.02% | +14,784 | New |
| Schonfeld Strategic Advisors LLC | 16,536 | $642.4K | 0.00% | +16,536 | New |
| Pinnacle Associates Ltd | 17,265 | $670.7K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 17,400 | $676.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 18,519 | $719.5K | 0.00% | +1,271+7.4% | Added |
| Options Solutions, LLC | 18,752 | $728.5K | 0.26% | +18,752 | New |
| Spire Wealth Management | 19,404 | $753.8K | 0.03% | +5,808+42.7% | Added |
| Polen Capital Management LLC | 20,003 | $777.1K | 0.00% | +20,003 | New |
| Russell Investments Group, Ltd. | 20,698 | $804.1K | 0.00% | +20,698 | New |
| Ameriprise Financial Inc | 21,245 | $825.4K | 0.00% | −8,247−28.0% | Reduced |
| Prospera Financial Services Inc | 22,168 | $861.2K | 0.02% | +22,168 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,369 | $869.0K | 0.00% | +5,161+30.0% | Added |
| JPMorgan Chase & Co | 24,584 | $955.1K | 0.00% | −428−1.7% | Reduced |
| M&T Bank Corp | 24,852 | $965.5K | 0.00% | +4,084+19.7% | Added |
| Scientech Research LLC | 25,166 | $977.7K | 0.24% | +25,166 | New |
| Perigon Wealth Management, LLC | 25,437 | $988.2K | 0.02% | +25,437 | New |
| Empowered Funds, LLC | 27,987 | $1.09M | 0.01% | +27,987 | New |
| Cetera Investment Advisers | 28,011 | $1.09M | 0.00% | −33,663−54.6% | Reduced |
| HighTower Advisors, LLC | 28,212 | $1.10M | 0.00% | −5,743−16.9% | Reduced |
| Main Management ETF Advisors, LLC | 29,320 | $1.14M | 0.05% | +480+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,687 | $1.23M | 0.00% | +16,029+102.4% | Added |
| Retirement Planning Co of New England, Inc. | 31,941 | $1.24M | 0.55% | −118−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 32,806 | $1.27M | 0.01% | +1,700+5.5% | Added |
| AQR Capital Management LLC | 32,811 | $1.27M | 0.00% | +32,811 | New |
| PDT Partners, LLC | 33,908 | $1.32M | 0.07% | −87,029−72.0% | Reduced |
| Simplex Trading, LLC | 34,245 | $1.33M | 0.04% | +9,617+39.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 28,680 | $1.36M | 0.54% | +1,087+3.9% | Added |
| Winton Group Ltd | 35,184 | $1.37M | 0.07% | +35,184 | New |
| Davy Global Fund Management Ltd | 36,527 | $1.42M | 0.13% | +13,369+57.7% | Added |
| Group One Trading, L.P. | 36,649 | $1.42M | 0.05% | +36,649 | New |
| Atria Wealth Solutions, Inc. | 37,133 | $1.44M | 0.03% | +1,723+4.9% | Added |
| Handelsbanken Fonder AB | 37,743 | $1.47M | 0.01% | +25,843+217.2% | Added |
| Capital Market Strategies LLC | 38,275 | $1.49M | 1.03% | −9,887−20.5% | Reduced |
| EverSource Wealth Advisors, LLC | 38,866 | $1.51M | 0.07% | +38,671+19,831.3% | Added |
| Wolverine Trading, LLC | 42,008 | $1.56M | 0.04% | −20,085−32.3% | Reduced |