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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.

Institutional holdersQ2 2025: 280 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 17 institutionsQ3 2022: 38 institutionsQ4 2022: 50 institutionsQ1 2023: 80 institutionsQ2 2023: 130 institutionsQ3 2023: 152 institutionsQ4 2023: 198 institutionsQ1 2024: 235 institutionsQ2 2024: 240 institutionsQ3 2024: 214 institutionsQ4 2024: 222 institutionsQ1 2025: 222 institutionsQ2 2025: 280 institutionsQ3 2025: 335 institutionsQ4 2025: 403 institutionsQ1 2026: 413 institutionsQ2 2026: 419 institutions
Value heldQ2 2025: $4.00B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $272.6MQ3 2022: $288.2MQ4 2022: $416.1MQ1 2023: $909.6MQ2 2023: $1.84BQ3 2023: $2.05BQ4 2023: $3.35BQ1 2024: $3.41BQ2 2024: $2.90BQ3 2024: $2.16BQ4 2024: $2.43BQ1 2025: $2.09BQ2 2025: $4.00BQ3 2025: $5.66BQ4 2025: $6.76BQ1 2026: $6.01BQ2 2026: $5.21B
Institutions holding SYM and their total value by quarter
QuarterHoldersValue
Q2 2026419$5.21B
Q1 2026413$6.01B
Q4 2025403$6.76B
Q3 2025335$5.66B
Q2 2025280$4.00B
Q1 2025222$2.09B
Q4 2024222$2.43B
Q3 2024214$2.16B
Q2 2024240$2.90B
Q1 2024235$3.41B
Q4 2023198$3.35B
Q3 2023152$2.05B
Q2 2023130$1.84B
Q1 202380$909.6M
Q4 202250$416.1M
Q3 202238$288.2M
Q2 202217$272.6M
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q1 2025.

Institutions holding SYM in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)0$00.00%−5,044−100.0%Sold out
Ostrum Asset Management0$00.00%−2,058−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−1,165−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−1,310−100.0%Sold out
Loring Wolcott & Coolidge Fiduciary Advisors LLP0$00.00%−437−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−386−100.0%Sold out
Stone House Investment Management, LLC0$00.00%−255−100.0%Sold out
FSC Wealth Advisors, LLC0$00.00%−200−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−112−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−96−100.0%Sold out
Principal Securities, Inc.0$00.00%−60−100.0%Sold out
South State Corp.0$00.00%−70−100.0%Sold out
CVA Family Office, LLC0$00.00%−24−100.0%Sold out
Hemington Wealth Management0$00.00%−1−100.0%Sold out
McClarren Financial Advisors, Inc.0$00.00%−20−100.0%Sold out
Tanaka Capital Management Inc––––Not filed
Pilgrim Partners Asia Pte Ltd––––Not filed
Lindbrook Capital, LLC––––Not filed