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, Q3 2025
Institutional positions in Symbotic Inc. as of Sep 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
- 335
- +59 vs. Q2 2025
- Shares held
- 104.9M
- +1.90M (+1.8%) vs. Q2 2025
- Total value
- $5.66B
- +$1.66B (+41.4%) vs. Q2 2025
- New holders
- 97
- 92 more added
- Sold out
- 38
- 93 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Softbank Group Corp | 39,825,312 | $2.15B | 8.27% | 00.0% | Unchanged |
| Walmart Inc. | 15,000,000 | $808.5M | 88.89% | 00.0% | Unchanged |
| Baillie Gifford & Co | 12,683,739 | $683.7M | 0.51% | −756,374−5.6% | Reduced |
| SVF Sponsor III (DE) LLC | 9,090,000 | $490.0M | 100.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 4,695,021 | $253.1M | 0.00% | +98,384+2.1% | Added |
| Toroso Investments, LLC | 1,871,430 | $100.9M | 0.43% | +1,866,184+35,573.5% | Added |
| Morgan Stanley | 1,365,361 | $73.6M | 0.00% | −130,294−8.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,294,855 | $69.8M | 0.11% | −26,370−2.0% | Reduced |
| UBS Group AG | 1,105,770 | $59.6M | 0.01% | +201,547+22.3% | Added |
| BlackRock, Inc. | 1,066,961 | $57.5M | 0.00% | +78,705+8.0% | Added |
| Raymond James Financial Inc | 902,725 | $48.7M | 0.02% | −67,473−7.0% | Reduced |
| Bank of America Corp | 793,069 | $42.7M | 0.00% | +380,042+92.0% | Added |
| Renaissance Technologies LLC | 727,900 | $39.2M | 0.05% | +318,400+77.8% | Added |
| Allspring Global Investments Holdings, LLC | 590,300 | $34.3M | 0.06% | +590,300 | New |
| Geode Capital Management, LLC | 622,520 | $33.6M | 0.00% | +71,304+12.9% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 589,887 | $31.8M | 0.19% | +144,389+32.4% | Added |
| Amanah Holdings Trust | 510,000 | $27.5M | 5.49% | 00.0% | Unchanged |
| TCW Group Inc | 506,102 | $27.3M | 0.23% | −100,054−16.5% | Reduced |
| Royal Bank of Canada | 424,725 | $22.9M | 0.00% | −820−0.2% | Reduced |
| Hood River Capital Management LLC | 422,210 | $22.8M | 0.27% | −2,316−0.5% | Reduced |
| State Street Corp | 360,787 | $19.4M | 0.00% | +68,466+23.4% | Added |
| First Trust Advisors LP | 351,021 | $18.9M | 0.01% | +71,531+25.6% | Added |
| S Squared Technology, LLC | 350,000 | $18.9M | 7.17% | −130,000−27.1% | Reduced |
| Exchange Traded Concepts, LLC | 347,075 | $18.7M | 0.18% | −157,862−31.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 292,977 | $15.8M | 0.03% | −12,634−4.1% | Reduced |
| Charles Schwab Investment Management Inc | 286,697 | $15.5M | 0.00% | +55,653+24.1% | Added |
| BNP Paribas Arbitrage, SA | 285,630 | $15.4M | 0.01% | −17,158−5.7% | Reduced |
| Legal & General Group Plc | 276,879 | $14.9M | 0.00% | −116,848−29.7% | Reduced |
| Handelsbanken Fonder AB | 274,178 | $14.8M | 0.05% | +236,435+626.4% | Added |
| Franklin Resources Inc | 274,155 | $14.8M | 0.00% | +265,819+3,188.8% | Added |
| Goldman Sachs Group Inc | 257,785 | $13.9M | 0.00% | +113,383+78.5% | Added |
| Thematics Asset Management | 255,465 | $13.8M | 0.62% | −356,029−58.2% | Reduced |
| Two Sigma Investments, LP | 249,416 | $13.4M | 0.02% | −138,087−35.6% | Reduced |
| Verition Fund Management LLC | 231,753 | $12.5M | 0.07% | +107,607+86.7% | Added |
| Voloridge Investment Management, LLC | 229,620 | $12.4M | 0.04% | +229,620 | New |
| Tudor Investment Corp Et Al | 222,554 | $12.0M | 0.08% | +222,554 | New |
| AXA Investment Managers S.A. | 220,931 | $11.9M | 0.03% | +220,931 | New |
| Price T Rowe Associates Inc | 217,714 | $11.7M | 0.00% | +24,229+12.5% | Added |
| Wells Fargo & Company | 210,703 | $11.4M | 0.00% | +13,417+6.8% | Added |
| Ensign Peak Advisors, Inc | 201,741 | $10.9M | 0.02% | −21,400−9.6% | Reduced |
| Frontier Capital Management Co LLC | 193,285 | $10.4M | 0.09% | −361,280−65.1% | Reduced |
| Millennium Management LLC | 184,986 | $9.97M | 0.01% | +60,560+48.7% | Added |
| LPL Financial LLC | 182,472 | $9.84M | 0.00% | +90,725+98.9% | Added |
| Invesco Ltd. | 133,692 | $7.21M | 0.00% | −170,515−56.1% | Reduced |
| Two Sigma Advisers, LP | 130,600 | $7.04M | 0.01% | +124,200+1,940.6% | Added |
| Northern Trust Corp | 128,691 | $6.94M | 0.00% | +12,387+10.7% | Added |
| Blair William & Co | 127,638 | $6.88M | 0.02% | −3,681−2.8% | Reduced |
| Zevenbergen Capital Investments LLC | 113,050 | $6.09M | 0.12% | −28,696−20.2% | Reduced |
| Slow Capital, Inc. | 107,502 | $5.79M | 0.68% | +107,502 | New |
| DDD Partners, LLC | 103,611 | $5.58M | 0.35% | −11,468−10.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 95,872 | $5.17M | 0.05% | +95,872 | New |
| SEI Investments Co | 95,141 | $5.13M | 0.01% | +4,640+5.1% | Added |
| Swiss National Bank | 95,100 | $5.13M | 0.00% | +2,500+2.7% | Added |
| Davy Global Fund Management Ltd | 93,751 | $5.05M | 0.34% | +57,224+156.7% | Added |
| Bourne Lent Asset Management Inc | 88,360 | $4.76M | 1.69% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 88,185 | $4.75M | 0.00% | −46,261−34.4% | Reduced |
| Advisor Group Holdings, Inc. | 90,735 | $4.56M | 0.01% | −3,075−3.3% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 81,620 | $4.40M | 0.07% | +900+1.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 78,225 | $4.22M | 1.69% | −43,270−35.6% | Reduced |
| Bridgewater Associates, LP | 77,620 | $4.18M | 0.02% | +77,620 | New |
| Register Financial Advisors LLC | 77,242 | $4.16M | 1.64% | −23,475−23.3% | Reduced |
| Dimensional Fund Advisors LP | 74,115 | $3.99M | 0.00% | +14,419+24.2% | Added |
| SG Americas Securities, LLC | 73,956 | $3.99M | 0.01% | +59,331+405.7% | Added |
| Robocap Asset Management Ltd | 72,574 | $3.91M | 2.49% | −22,838−23.9% | Reduced |
| Stifel Financial Corp | 72,160 | $3.89M | 0.00% | −23,533−24.6% | Reduced |
| Voleon Capital Management LP | 71,794 | $3.87M | 0.09% | +71,794 | New |
| Bank of New York Mellon Corp | 67,410 | $3.63M | 0.00% | +16,147+31.5% | Added |
| FMR LLC | 61,004 | $3.29M | 0.00% | −14,581−19.3% | Reduced |
| 180 Wealth Advisors, LLC | 57,810 | $3.12M | 0.38% | −711−1.2% | Reduced |
| Advisors Asset Management, Inc. | 56,224 | $3.03M | 0.05% | +5,287+10.4% | Added |
| National Bank of Canada | 55,906 | $3.01M | 0.00% | −20,272−26.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 53,174 | $2.87M | 0.62% | 00.0% | Unchanged |
| Victory Capital Management Inc | 52,217 | $2.81M | 0.00% | −62,296−54.4% | Reduced |
| California State Teachers Retirement System | 51,622 | $2.78M | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 51,000 | $2.75M | 0.30% | +51,000 | New |
| Wolverine Trading, LLC | 49,005 | $2.63M | 0.05% | +6,997+16.7% | Added |
| Mutual Advisors, LLC | 35,612 | $2.42M | 0.05% | +35,612 | New |
| Citigroup Inc | 44,796 | $2.41M | 0.00% | −14,067−23.9% | Reduced |
| Bouvel Investment Partners, LLC | 44,479 | $2.40M | 0.73% | +336+0.8% | Added |
| Engineers Gate Manager LP | 44,239 | $2.38M | 0.03% | +44,239 | New |
| Taylor Frigon Capital Management LLC | 44,164 | $2.38M | 1.18% | −32,501−42.4% | Reduced |
| Tanaka Capital Management Inc | 43,454 | $2.34M | 4.22% | +43,454 | New |
| EverSource Wealth Advisors, LLC | 42,720 | $2.30M | 0.09% | +3,854+9.9% | Added |
| Commonwealth Equity Services, LLC | 40,675 | $2.19M | 0.00% | −5,344−11.6% | Reduced |
| Marathon Capital Management | 39,515 | $2.13M | 0.49% | −66,655−62.8% | Reduced |
| Aquatic Capital Management LLC | 39,407 | $2.12M | 0.04% | +39,407 | New |
| Cetera Investment Advisers | 37,077 | $2.00M | 0.00% | +9,066+32.4% | Added |
| AQR Capital Management LLC | 36,138 | $1.95M | 0.00% | +3,327+10.1% | Added |
| Balyasny Asset Management LLC | 35,625 | $1.92M | 0.00% | −58,620−62.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 35,368 | $1.91M | 0.01% | +2,562+7.8% | Added |
| Grove Street Fiduciary, LLC | 35,000 | $1.89M | 0.89% | +26,555+314.4% | Added |
| PDT Partners, LLC | 33,878 | $1.83M | 0.12% | −30−0.1% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 28,638 | $1.81M | 0.66% | −42−0.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 33,005 | $1.78M | 0.77% | +33,005 | New |
| Empowered Funds, LLC | 31,750 | $1.71M | 0.02% | +3,763+13.4% | Added |
| Baird Financial Group, Inc. | 31,132 | $1.68M | 0.00% | −23,264−42.8% | Reduced |
| Barton Investment Management | 30,425 | $1.64M | 0.17% | +30,425 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 29,588 | $1.59M | 0.00% | +21,099+248.5% | Added |
| Perigon Wealth Management, LLC | 29,500 | $1.59M | 0.03% | +4,063+16.0% | Added |
| M&T Bank Corp | 27,372 | $1.48M | 0.00% | +2,520+10.1% | Added |