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Livermore
Livermore
ZHEN

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
GWM Advisors LLC1,276$49.6K0.00%+573+81.5%Added
Centerpoint Advisors, LLC1,200$47.0K0.02%00.0%Unchanged
Vega Investment Solutions1,101$42.8K0.01%−957−46.5%Reduced
Wexford Capital LP1,054$41.0K0.01%+1,054New
Clearstead Advisors, LLC1,000$38.9K0.00%−66−6.2%Reduced
Pingora Partners LLC1,000$38.9K0.03%00.0%Unchanged
SRS Capital Advisors, Inc.1,000$38.9K0.00%+700+233.3%Added
Gables Capital Management Inc.1,000$38.9K0.02%+1,000New
Concord Wealth Partners889$34.6K0.01%00.0%Unchanged
AdvisorNet Financial, Inc828$32.2K0.00%+828New
IAG Wealth Partners, LLC820$31.9K0.00%+820New
Newbridge Financial Services Group, Inc.800$31.1K0.01%00.0%Unchanged
IFP Advisors, Inc772$30.0K0.00%+154+24.9%Added
Rothschild Investment LLC700$27.2K0.00%−500−41.7%Reduced
Rocky Mountain Advisers, LLC650$25.3K0.01%00.0%Unchanged
CIBC Private Wealth Group, LLC596$23.2K0.00%00.0%Unchanged
Alerus Financial NA572$22.2K0.00%+572New
Hanson & Doremus Investment Management576$22.0K0.00%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.465$18.0K0.00%+465New
Caitong International Asset Management Co., Ltd437$17.0K0.01%+287+191.3%Added
Atlantic Edge Private Wealth Management, LLC400$15.5K0.00%+400New
Allworth Financial LP331$12.9K0.00%+275+491.1%Added
Signaturefd, LLC328$12.7K0.00%+70+27.1%Added
Skopos Labs, Inc.271$10.5K0.00%−82−23.2%Reduced
Parallel Advisors, LLC265$10.3K0.00%+168+173.2%Added
Financial Freedom, LLC254$9.87K0.01%00.0%Unchanged
Nemes Rush Group LLC252$9.79K0.00%00.0%Unchanged
IMG Wealth Management, Inc.239$9.29K0.01%00.0%Unchanged
Geneos Wealth Management Inc.204$7.92K0.00%00.0%Unchanged
Trust Co of Vermont200$7.77K0.00%00.0%Unchanged
NewSquare Capital LLC200$7.77K0.00%00.0%Unchanged
Evolution Wealth Management Inc.200$7.77K0.01%+200New
Insight Financial Services182$7.07K0.01%00.0%Unchanged
TD Waterhouse Canada Inc.170$6.74K0.00%+170New
Atlantic Trust, LLC173$6.72K0.00%00.0%Unchanged
Harbour Investments, Inc.157$6.10K0.00%+4+2.6%Added
West Financial Advisors, LLC150$5.83K0.00%00.0%Unchanged
Fairscale Capital, LLC101$5.45K0.00%00.0%Unchanged
Darwin Advisors, LLC125$4.86K0.00%00.0%Unchanged
Rialto Wealth Management, LLC120$4.66K0.00%00.0%Unchanged
Beacon Capital Management, LLC113$4.39K0.00%00.0%Unchanged
Eastern Bank100$3.88K0.00%00.0%Unchanged
BankPlus Trust Department100$3.88K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp100$3.88K0.00%00.0%Unchanged
Ameritas Advisory Services, LLC100$3.88K0.00%+100New
Gen-Wealth Partners Inc82$3.19K0.00%00.0%Unchanged
Ci Investments Inc.74$3.00K0.00%−3−3.9%Reduced
Bogart Wealth, LLC68$2.64K0.00%+68New
Essential Partners LLC68$2.64K0.00%+68New
Toth Financial Advisory Corp65$2.53K0.00%+65New
MAI Capital Management60$2.33K0.00%00.0%Unchanged
Fortitude Family Office, LLC53$2.06K0.00%+53New
GPS Wealth Strategies Group, LLC50$1.94K0.00%00.0%Unchanged
Ameriflex Group, Inc.44$1.64K0.00%00.0%Unchanged
Versant Capital Management, Inc40$1.55K0.00%00.0%Unchanged
Curio Wealth, LLC40$1.55K0.00%+40New
Kiker Wealth Management, LLC37$1.44K0.00%00.0%Unchanged
Pacer Advisors, Inc.35$1.36K0.00%−33−48.5%Reduced
GAMMA Investing LLC34$1.32K0.00%−36−51.4%Reduced
ORG Wealth Partners, LLC32$1.27K0.00%00.0%Unchanged
Assetmark, Inc31$1.20K0.00%+31New
Investors Research Corp30$1.17K0.00%−10−25.0%Reduced
Kilter Group LLC29$1.13K0.00%+29New
Roble, Belko & Company, Inc36$1.00K0.00%00.0%Unchanged
Financial Connections Group, Inc.40$1.00K0.00%+40New
Stephens Consulting, LLC25$9720.00%00.0%Unchanged
Bear Mountain Capital, Inc.17$9360.00%00.0%Unchanged
Bullock Wealth Management Group22$8730.00%−65−74.7%Reduced
Rise Advisors, LLC22$8550.00%+22New
Clean Yield Group20$7770.00%00.0%Unchanged
Mount Yale Investment Advisors, LLC20$7770.00%+20New
Plante Moran Financial Advisors, LLC17$6600.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.16$6220.00%+16New
Addison Advisors LLC5$1950.00%00.0%Unchanged
Fifth Third Bancorp5$1940.00%−35−87.5%Reduced
True Wealth Design, LLC3$1170.00%00.0%Unchanged
Legacy Wealth Managment, LLC3$1170.00%00.0%Unchanged
Legacy Investment Solutions, LLC3$1170.00%+3New
Capital Advisors, Ltd. LLC3$00.00%+3New
Avion Wealth23$00.00%+23New
Canada Pension Plan Investment Board0$00.00%−245,800−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−227,097−100.0%Sold out
Citadel Advisors LLC0$00.00%−149,869−100.0%Sold out
Twin Tree Management, LP0$00.00%−82,409−100.0%Sold out
Littlejohn Financial Services, Inc.0$00.00%−44,982−100.0%Sold out
Marex Group plc0$00.00%−33,931−100.0%Sold out
Engineers Gate Manager LP0$00.00%−30,384−100.0%Sold out
Symmetry Investments LP0$00.00%−28,495−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−22,118−100.0%Sold out
Marshall Wace, LLP0$00.00%−17,261−100.0%Sold out
XTX Topco Ltd0$00.00%−16,010−100.0%Sold out
First Dallas Securities Inc.0$00.00%−15,150−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−15,000−100.0%Sold out
Pathstone Holdings, LLC0$00.00%−14,350−100.0%Sold out
Squarepoint Ops LLC0$00.00%−14,203−100.0%Sold out
Jain Global LLC0$00.00%−12,300−100.0%Sold out
Western Wealth Management, LLC0$00.00%−11,450−100.0%Sold out
Holocene Advisors, LP0$00.00%−10,140−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−7,554−100.0%Sold out
PEAK6 LLC0$00.00%−6,183−100.0%Sold out