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 |
|---|---|---|---|---|---|
| Scientech Research LLC | 25,166 | $977.7K | 0.24% | +25,166 | New |
| M&T Bank Corp | 24,852 | $965.5K | 0.00% | +4,084+19.7% | Added |
| JPMorgan Chase & Co | 24,584 | $955.1K | 0.00% | −428−1.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,369 | $869.0K | 0.00% | +5,161+30.0% | Added |
| Prospera Financial Services Inc | 22,168 | $861.2K | 0.02% | +22,168 | New |
| Ameriprise Financial Inc | 21,245 | $825.4K | 0.00% | −8,247−28.0% | Reduced |
| Russell Investments Group, Ltd. | 20,698 | $804.1K | 0.00% | +20,698 | New |
| Polen Capital Management LLC | 20,003 | $777.1K | 0.00% | +20,003 | New |
| Spire Wealth Management | 19,404 | $753.8K | 0.03% | +5,808+42.7% | Added |
| Options Solutions, LLC | 18,752 | $728.5K | 0.26% | +18,752 | New |
| Mirae Asset Global Investments Co., Ltd. | 18,519 | $719.5K | 0.00% | +1,271+7.4% | Added |
| Janus Henderson Group PLC | 17,400 | $676.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 17,265 | $670.7K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 16,536 | $642.4K | 0.00% | +16,536 | New |
| Arkadios Wealth Advisors | 14,784 | $574.4K | 0.02% | +14,784 | New |
| SG Americas Securities, LLC | 14,625 | $568.0K | 0.00% | −19,361−57.0% | Reduced |
| Fieldview Capital Management, LLC | 14,475 | $562.4K | 0.09% | −20,290−58.4% | Reduced |
| Greenwood Gearhart Inc | 14,217 | $552.3K | 0.03% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,141 | $549.4K | 0.00% | +1,944+15.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,123 | $548.7K | 0.00% | +5,282+59.7% | Added |
| Sanctuary Advisors, LLC | 13,755 | $534.4K | 0.00% | −10,888−44.2% | Reduced |
| Bayesian Capital Management, LP | 13,453 | $522.6K | 0.08% | +13,453 | New |
| Wealth Enhancement Advisory Services, LLC | 10,691 | $512.2K | 0.00% | −2,594−19.5% | Reduced |
| Intergy Private Wealth, LLC | 13,094 | $508.7K | 0.17% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 12,902 | $501.2K | 0.04% | +12,902 | New |
| Kestra Advisory Services, LLC | 12,203 | $474.1K | 0.00% | +12,203 | New |
| CoreCap Advisors, LLC | 12,085 | $469.5K | 0.02% | +5,456+82.3% | Added |
| Banque Cantonale Vaudoise | 12,028 | $467.0K | 0.02% | −81−0.7% | Reduced |
| HRT Financial LP | 11,773 | $457.0K | 0.00% | +112+1.0% | Added |
| CWM, LLC | 11,363 | $441.0K | 0.00% | +8,761+336.7% | Added |
| Vident Advisory, LLC | 11,316 | $439.6K | 0.00% | +11,316 | New |
| J.W. Cole Advisors, Inc. | 10,649 | $413.7K | 0.01% | +10,649 | New |
| Captrust Financial Advisors | 10,582 | $411.1K | 0.00% | +10,582 | New |
| Tyche Wealth Partners LLC | 10,365 | $402.7K | 0.08% | +10,365 | New |
| Fortis Group Advisors, LLC | 7,383 | $398.3K | 0.07% | +7,383 | New |
| KLP Kapitalforvaltning AS | 10,000 | $388.5K | 0.00% | +1,800+22.0% | Added |
| FORA Capital, LLC | 9,977 | $387.6K | 0.04% | +9,977 | New |
| Barclays PLC | 9,965 | $387.1K | 0.00% | +951+10.6% | Added |
| MML Investors Services, LLC | 9,561 | $371.0K | 0.00% | −3,235−25.3% | Reduced |
| Hunter Associates Investment Management LLC | 9,225 | $361.0K | 0.05% | +9,225 | New |
| Somerset Trust Co | 9,255 | $359.6K | 0.12% | +9,255 | New |
| Leonteq Securities AG | 9,236 | $358.8K | 0.02% | −13,899−60.1% | Reduced |
| Riverbridge Partners LLC | 9,219 | $358.2K | 0.01% | +9,219 | New |
| Rakuten Securities, Inc. | 8,817 | $342.5K | 0.13% | −1,481−14.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 8,765 | $340.5K | 0.05% | +8,765 | New |
| Mercer Global Advisors Inc | 8,693 | $337.7K | 0.00% | +8,693 | New |
| Manufacturers Life Insurance Company, The | 8,544 | $331.9K | 0.00% | +8,544 | New |
| Calton & Associates, Inc. | 8,499 | $330.2K | 0.06% | +8,499 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,489 | $329.8K | 0.00% | +8,489 | New |
| Grove Street Fiduciary, LLC | 8,445 | $328.1K | 0.16% | +8,445 | New |
| Franklin Resources Inc | 8,336 | $323.9K | 0.00% | +8,336 | New |
| Brevan Howard Capital Management LP | 8,226 | $319.6K | 0.00% | +8,226 | New |
| Vista Investment Partners LLC | 7,956 | $309.1K | 0.09% | −2,787−25.9% | Reduced |
| Sunbelt Securities, Inc. | 12,830 | $304.2K | 0.03% | −135−1.0% | Reduced |
| Armstrong Advisory Group, Inc | 7,594 | $295.0K | 0.02% | −4,188−35.5% | Reduced |
| Comerica Bank | 7,414 | $288.0K | 0.00% | −16,389−68.9% | Reduced |
| Concurrent Investment Advisors, LLC | 7,325 | $284.6K | 0.01% | +7,325 | New |
| Teacher Retirement System of Texas | 7,315 | $284.2K | 0.00% | +7,315 | New |
| Willis Johnson & Associates, Inc. | 7,200 | $279.7K | 0.02% | +7,200 | New |
| Global Retirement Partners, LLC | 7,194 | $279.5K | 0.01% | +7,194 | New |
| Hodges Capital Management Inc. | 7,050 | $273.9K | 0.03% | −7,300−50.9% | Reduced |
| Stonegate Investment Group, LLC | 7,007 | $272.2K | 0.01% | +7,007 | New |
| Pictet Asset Management Holding SA | 6,733 | $261.6K | 0.00% | +6,733 | New |
| PFG Investments, LLC | 6,565 | $255.1K | 0.01% | +6,565 | New |
| Headlands Technologies LLC | 6,508 | $252.8K | 0.03% | +4,337+199.8% | Added |
| Two Sigma Advisers, LP | 6,400 | $248.6K | 0.00% | +6,400 | New |
| Jones Financial Companies LLLP | 6,669 | $248.4K | 0.00% | +1,035+18.4% | Added |
| Walleye Trading LLC | 6,386 | $248.1K | 0.01% | +6,386 | New |
| SlateStone Wealth, LLC | 6,395 | $248.0K | 0.02% | +6,395 | New |
| Cresset Asset Management, LLC | 6,375 | $247.7K | 0.00% | +6,375 | New |
| The PNC Financial Services Group, Inc. | 6,354 | $246.9K | 0.00% | +422+7.1% | Added |
| Thrivent Financial for Lutherans | 6,573 | $245.0K | 0.00% | +6,573 | New |
| Ieq Capital, LLC | 6,295 | $244.6K | 0.00% | +6,295 | New |
| Phoenix Holdings Ltd. | 6,300 | $244.5K | 0.00% | +6,300 | New |
| SBI Securities Co., Ltd. | 6,259 | $243.2K | 0.01% | +1,885+43.1% | Added |
| Sigma Planning Corp | 6,042 | $234.7K | 0.01% | +6,042 | New |
| J. Safra Sarasin Holding AG | 6,000 | $233.1K | 0.00% | +6,000 | New |
| Vontobel Holding Ltd. | 5,800 | $225.3K | 0.00% | +5,800 | New |
| Moors & Cabot, Inc. | 5,730 | $222.6K | 0.01% | +5,730 | New |
| Mariner, LLC | 5,689 | $221.0K | 0.00% | +5,689 | New |
| American Trust | 5,401 | $209.8K | 0.02% | +5,401 | New |
| JustInvest LLC | 5,287 | $205.4K | 0.00% | +5,287 | New |
| Toroso Investments, LLC | 5,246 | $203.8K | 0.00% | +5,246 | New |
| Private Advisor Group, LLC | 5,199 | $202.0K | 0.00% | +5,199 | New |
| Van Eck Associates Corp | 4,976 | $193.0K | 0.00% | +982+24.6% | Added |
| Lazard Asset Management LLC | 4,321 | $167.0K | 0.00% | +4,321 | New |
| US Bancorp | 3,886 | $151.0K | 0.00% | −1,437−27.0% | Reduced |
| MCF Advisors LLC | 3,564 | $138.5K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 3,427 | $133.1K | 0.00% | −30,703−90.0% | Reduced |
| Total Investment Management Inc | 3,400 | $132.1K | 0.02% | +3,400 | New |
| JTC Employer Solutions Trusteee Ltd | 2,694 | $105.0K | 0.01% | +2,694 | New |
| Federation des caisses Desjardins du Quebec | 2,646 | $102.8K | 0.00% | +800+43.3% | Added |
| Deutsche Bank AG | 2,417 | $93.9K | 0.00% | +1,999+478.2% | Added |
| Quest Partners LLC | 2,232 | $86.7K | 0.01% | −568−20.3% | Reduced |
| Ulland Investment Advisors, LLC | 2,225 | $86.0K | 0.07% | +700+45.9% | Added |
| Private Trust Co NA | 2,200 | $85.5K | 0.01% | +200+10.0% | Added |
| Crewe Advisors LLC | 1,900 | $73.8K | 0.01% | −8−0.4% | Reduced |
| Rhumbline Advisers | 1,769 | $68.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,765 | $68.6K | 0.00% | +342+24.0% | Added |
| KBC Group NV | 1,699 | $66.0K | 0.00% | +1,699 | New |