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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 44,022 | $1.71M | 0.00% | +44,022 | New |
| Bouvel Investment Partners, LLC | 44,143 | $1.71M | 0.58% | +44,143 | New |
| Penserra Capital Management LLC | 44,419 | $1.73M | 0.02% | +44,419 | New |
| Natixis | 44,738 | $1.74M | 0.01% | +1,388+3.2% | Added |
| Commonwealth Equity Services, LLC | 46,019 | $1.79M | 0.00% | −4,467−8.8% | Reduced |
| Capital Fund Management S.A. | 46,152 | $1.79M | 0.02% | −207,858−81.8% | Reduced |
| Advisors Asset Management, Inc. | 50,937 | $1.98M | 0.04% | +15,676+44.5% | Added |
| 1832 Asset Management L.P. | 51,000 | $1.98M | 0.00% | +51,000 | New |
| Bank of New York Mellon Corp | 51,263 | $1.99M | 0.00% | −9,291−15.3% | Reduced |
| California State Teachers Retirement System | 51,622 | $2.01M | 0.00% | +15,839+44.3% | Added |
| Legacy Capital Wealth Partners, LLC | 53,174 | $2.07M | 0.47% | +4,060+8.3% | Added |
| Black Swift Group, LLC | 53,300 | $2.07M | 0.42% | +53,300 | New |
| Baird Financial Group, Inc. | 54,396 | $2.11M | 0.00% | −25,248−31.7% | Reduced |
| 180 Wealth Advisors, LLC | 58,521 | $2.27M | 0.32% | +4,901+9.1% | Added |
| Citigroup Inc | 58,863 | $2.29M | 0.00% | −52,345−47.1% | Reduced |
| Dimensional Fund Advisors LP | 59,696 | $2.32M | 0.00% | +791+1.3% | Added |
| FMR LLC | 75,585 | $2.94M | 0.00% | −595,564−88.7% | Reduced |
| National Bank of Canada | 76,178 | $2.96M | 0.00% | +72,967+2,272.4% | Added |
| Taylor Frigon Capital Management LLC | 76,665 | $2.98M | 1.58% | −5,359−6.5% | Reduced |
| Amundi | 72,238 | $3.05M | 0.00% | +46+0.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 80,720 | $3.14M | 0.07% | +80,720 | New |
| Bourne Lent Asset Management Inc | 88,360 | $3.43M | 1.33% | 00.0% | Unchanged |
| SEI Investments Co | 90,501 | $3.52M | 0.00% | +15,218+20.2% | Added |
| LPL Financial LLC | 91,747 | $3.56M | 0.00% | +23,216+33.9% | Added |
| Swiss National Bank | 92,600 | $3.60M | 0.00% | +10,200+12.4% | Added |
| Advisor Group Holdings, Inc. | 93,810 | $3.64M | 0.01% | +6,643+7.6% | Added |
| Balyasny Asset Management LLC | 94,245 | $3.66M | 0.01% | +24,824+35.8% | Added |
| Robocap Asset Management Ltd | 95,412 | $3.71M | 2.34% | −44,810−32.0% | Reduced |
| Freemont Management S.A. | 95,600 | $3.71M | 0.61% | +22,400+30.6% | Added |
| Stifel Financial Corp | 95,693 | $3.72M | 0.00% | +95,693 | New |
| Register Financial Advisors LLC | 100,717 | $3.91M | 1.71% | −19,050−15.9% | Reduced |
| Marathon Capital Management | 106,170 | $4.12M | 1.05% | −2,165−2.0% | Reduced |
| Victory Capital Management Inc | 114,513 | $4.45M | 0.00% | +20,436+21.7% | Added |
| DDD Partners, LLC | 115,079 | $4.47M | 0.48% | +67,006+139.4% | Added |
| Northern Trust Corp | 116,304 | $4.52M | 0.00% | +6,435+5.9% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 121,495 | $4.72M | 1.89% | +7,240+6.3% | Added |
| Verition Fund Management LLC | 124,146 | $4.82M | 0.03% | +46,269+59.4% | Added |
| Millennium Management LLC | 124,426 | $4.83M | 0.00% | −311,141−71.4% | Reduced |
| Blair William & Co | 131,319 | $5.10M | 0.01% | −4,479−3.3% | Reduced |
| UBS Asset Management Americas Inc | 134,446 | $5.22M | 0.00% | +49,547+58.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 141,664 | $5.50M | 0.13% | +141,664 | New |
| Zevenbergen Capital Investments LLC | 141,746 | $5.51M | 0.11% | −421,122−74.8% | Reduced |
| Goldman Sachs Group Inc | 144,402 | $5.61M | 0.00% | −74,030−33.9% | Reduced |
| Susquehanna International Group, LLP | 177,232 | $6.89M | 0.01% | +177,232 | New |
| Price T Rowe Associates Inc | 193,485 | $7.52M | 0.00% | −16,516−7.9% | Reduced |
| Wells Fargo & Company | 197,286 | $7.66M | 0.00% | +52,299+36.1% | Added |
| O'Neil Global Advisors, Inc. | 219,168 | $8.52M | 1.96% | +219,168 | New |
| Ensign Peak Advisors, Inc | 223,141 | $8.67M | 0.01% | +25,136+12.7% | Added |
| Charles Schwab Investment Management Inc | 231,044 | $8.98M | 0.00% | −409−0.2% | Reduced |
| AXA S.A. | 276,751 | $10.8M | 0.03% | −81,688−22.8% | Reduced |
| First Trust Advisors LP | 279,490 | $10.9M | 0.01% | −69,355−19.9% | Reduced |
| State Street Corp | 292,321 | $11.4M | 0.00% | −20,949−6.7% | Reduced |
| BNP Paribas Arbitrage, SA | 302,788 | $11.8M | 0.01% | −491,804−61.9% | Reduced |
| Invesco Ltd. | 304,207 | $11.8M | 0.00% | +75,828+33.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 305,611 | $11.9M | 0.03% | −35,158−10.3% | Reduced |
| Two Sigma Investments, LP | 387,503 | $15.1M | 0.03% | +243,078+168.3% | Added |
| Legal & General Group Plc | 393,727 | $15.3M | 0.00% | −90,586−18.7% | Reduced |
| Renaissance Technologies LLC | 409,500 | $15.9M | 0.02% | +409,500 | New |
| Bank of America Corp | 413,027 | $16.0M | 0.00% | −61,191−12.9% | Reduced |
| D. E. Shaw & Co., Inc. | 418,342 | $16.3M | 0.02% | +418,342 | New |
| Hood River Capital Management LLC | 424,526 | $16.5M | 0.23% | +59,005+16.1% | Added |
| Royal Bank of Canada | 425,545 | $16.5M | 0.00% | +340,689+401.5% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 445,498 | $17.3M | 0.13% | +52,205+13.3% | Added |
| S Squared Technology, LLC | 480,000 | $18.6M | 7.86% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 504,937 | $19.6M | 0.25% | −175,797−25.8% | Reduced |
| Amanah Holdings Trust | 510,000 | $19.8M | 4.91% | +510,000 | New |
| Geode Capital Management, LLC | 551,216 | $21.4M | 0.00% | +4,892+0.9% | Added |
| Frontier Capital Management Co LLC | 554,565 | $21.5M | 0.20% | −136,753−19.8% | Reduced |
| TCW Group Inc | 606,156 | $23.5M | 0.18% | +12,714+2.1% | Added |
| Thematics Asset Management | 611,494 | $23.8M | 1.07% | −129,050−17.4% | Reduced |
| UBS Group AG | 904,223 | $35.1M | 0.01% | −13,519−1.5% | Reduced |
| Raymond James Financial Inc | 970,198 | $37.7M | 0.01% | −10,724−1.1% | Reduced |
| BlackRock, Inc. | 988,256 | $38.4M | 0.00% | +134,800+15.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,321,225 | $51.2M | 0.10% | −22,677−1.7% | Reduced |
| Morgan Stanley | 1,495,655 | $58.1M | 0.00% | −21,681−1.4% | Reduced |
| Vanguard Group Inc | 4,596,637 | $178.6M | 0.00% | +23,241+0.5% | Added |
| SVF Sponsor III (DE) LLC | 9,090,000 | $353.1M | 100.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 13,440,113 | $522.1M | 0.39% | −266,352−1.9% | Reduced |
| Walmart Inc. | 15,000,000 | $582.8M | 98.23% | 00.0% | Unchanged |
| Softbank Group Corp | 39,825,312 | $1.55B | 6.20% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −245,800−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −227,097−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −149,869−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −82,409−100.0% | Sold out |
| Littlejohn Financial Services, Inc. | 0 | $0 | 0.00% | −44,982−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −33,931−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −30,384−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −28,495−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −22,118−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −17,261−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −16,010−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −15,150−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −14,350−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −14,203−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −11,450−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −10,140−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −7,554−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −6,183−100.0% | Sold out |