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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.

Q3 2025 vs. Q2 2025

How the institutions holding Symbotic Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of SYM: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders2804335+59
Shares103.1M76.5K104.9M+1.90M (+1.8%)
Value$4.00B$2.97M$5.66B+$1.66B (+41.4%)

4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (97)

Institutions that held Symbotic Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to SYM in Q3 2025
InstitutionSharesValue% of portfolio
Allspring Global Investments Holdings, LLC590,300$34.3M0.06%
Voloridge Investment Management, LLC229,620$12.4M0.04%
Tudor Investment Corp Et Al222,554$12.0M0.08%
AXA Investment Managers S.A.220,931$11.9M0.03%
Slow Capital, Inc.107,502$5.79M0.68%
BI Asset Management Fondsmaeglerselskab A/S95,872$5.17M0.05%
Bridgewater Associates, LP77,620$4.18M0.02%
Voleon Capital Management LP71,794$3.87M0.09%
Legato Capital Management LLC51,000$2.75M0.30%
Mutual Advisors, LLC35,612$2.42M0.05%
Engineers Gate Manager LP44,239$2.38M0.03%
Tanaka Capital Management Inc43,454$2.34M4.22%
Aquatic Capital Management LLC39,407$2.12M0.04%
Cherry Creek Investment Advisors, Inc.33,005$1.78M0.77%
Barton Investment Management30,425$1.64M0.17%
Element Squared LLC21,081$1.14M0.65%
Hussman Strategic Advisors, Inc.21,000$1.13M0.25%
Oddo BHF Asset Management SAS17,261$930.4K0.04%
State of Wisconsin Investment Board15,874$855.6K0.00%
Pathstone Holdings, LLC14,512$782.2K0.00%
XTX Topco Ltd14,428$777.7K0.04%
Envestnet Asset Management Inc14,297$770.6K0.00%
Marex Group plc12,422$668.8K0.01%
Boothbay Fund Management, LLC12,330$664.6K0.02%
Kestra Private Wealth Services, LLC11,598$625.1K0.01%
Versor Investments LP10,429$562.1K0.10%
Green Alpha Advisors, LLC10,334$557.0K0.54%
Financial Engines Advisors L.L.C.9,826$529.6K0.00%
Central Pacific Bank - Trust Division9,551$514.8K0.06%
Mark Sheptoff Financial Planning, LLC9,050$487.8K0.23%
Rockefeller Capital Management L.P.9,020$486.2K0.00%
Kovack Advisors, Inc.8,977$483.9K0.05%
Veracity Capital LLC8,706$469.3K0.15%
Colony Group, LLC7,698$417.0K0.00%
VGI Partners Ltd7,538$406.3K0.03%
Integrity Alliance, LLC.7,206$388.4K0.02%
D.A. Davidson & Co.6,332$341.3K0.00%
Parallax Volatility Advisers, L.P.6,269$337.9K0.01%
Darden Wealth Group Inc6,150$331.5K0.17%
RDA Financial Network5,777$311.4K0.08%
Wellington Shields & Co., LLC5,750$309.9K0.08%
IHT Wealth Management, LLC5,547$299.0K0.01%
O'Shaughnessy Asset Management, LLC5,487$295.7K0.00%
Algert Global LLC5,440$293.2K0.00%
Public Employees Retirement Association of Colorado5,356$289.0K0.00%
Palumbo Wealth Management LLC5,095$274.6K0.09%
Carr Financial Group Corp4,600$247.9K0.07%
MWA Asset Management4,520$243.6K0.13%
Warren Averett Asset Management, LLC4,513$243.3K0.00%
Creative Planning4,241$228.6K0.00%
Patten Group, Inc.4,230$228.0K0.04%
Midwest Professional Planners, LTD.4,204$226.6K0.06%
World Equity Group, Inc.4,175$225.0K0.05%
DnB Asset Management AS4,159$224.2K0.00%
Stonebridge Capital Advisors LLC4,068$219.3K0.02%
Jain Global LLC4,006$215.9K0.00%
Addison Capital Co4,000$215.6K0.06%
TD Asset Management Inc3,854$207.7K0.00%
Navis Wealth Advisors, LLC3,822$206.0K0.15%
Oak Associates, Ltd3,808$205.0K0.01%
New Republic Capital, LLC3,771$203.3K0.06%
Wellington Shields Capital Management, LLC3,581$193.0K0.03%
Advisory Services Network, LLC3,193$172.1K0.00%
Asset Management One Co.,Ltd.2,942$158.6K0.00%
Quantbot Technologies LP2,853$153.8K0.00%
Hollencrest Capital Management2,000$107.8K0.00%
Once Capital Management, LLC1,700$91.6K0.02%
Northwestern Mutual Wealth Management Co1,500$80.8K0.00%
Vestcor Inc1,419$76.0K0.00%
Strategic Advocates LLC770$41.5K0.01%
Principal Securities, Inc.439$23.7K0.00%
Larson Financial Group LLC410$22.1K0.00%
Wolff Wiese Magana LLC300$16.2K0.01%
Parkside Financial Bank & Trust268$14.4K0.00%
Adirondack Trust Co217$11.7K0.00%
Front Row Advisors LLC200$10.8K0.00%
HHM Wealth Advisors, LLC185$9.97K0.00%
Wealthspire Advisors, LLC147$7.92K0.00%
Aventura Private Wealth, LLC112$6.04K0.00%
Hurley Capital, LLC100$5.39K0.00%
Stone House Investment Management, LLC100$5.39K0.00%
ORG Partners LLC100$5.39K0.00%
Tower Research Capital LLC (TRC)62$3.34K0.00%
HighMark Wealth Management LLC56$3.00K0.00%
Barrett & Company, Inc.50$2.69K0.00%
Koesten, Hirschmann & Crabtree, INC.25$1.35K0.00%
Atlantic Union Bankshares Corp20$1.08K0.00%
CX Institutional25$1.00K0.00%
Manchester Capital Management LLC11$5930.00%
Root Financial Partners, LLC8$4310.00%
JFS Wealth Advisors, LLC7$3780.00%
SWAN Capital LLC7$3770.00%
Accredited Wealth Management, LLC1,423$2700.00%
Seneschal Advisors, LLC2$1080.00%
FNY Investment Advisers, LLC14$00.00%
Hemington Wealth Management12$00.00%
Cloud Capital Management, LLC2$00.00%

Sold out (38)

Institutions that held Symbotic Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of SYM in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
AXA S.A.276,751$10.8M
O'Neil Global Advisors, Inc.219,168$8.52M
Y-Intercept (Hong Kong) Ltd141,664$5.50M
Black Swift Group, LLC53,300$2.07M
Capital Fund Management S.A.46,152$1.79M
Penserra Capital Management LLC44,419$1.73M
Jane Street Group, LLC44,022$1.71M
Winton Group Ltd35,184$1.37M
Simplex Trading, LLC34,245$1.33M
Main Management ETF Advisors, LLC29,320$1.14M
Options Solutions, LLC18,752$728.5K
Schonfeld Strategic Advisors LLC16,536$642.4K
Fieldview Capital Management, LLC14,475$562.4K
Bayesian Capital Management, LP13,453$522.6K
Nebula Research & Development LLC12,902$501.2K
HRT Financial LP11,773$457.0K
Brevan Howard Capital Management LP8,226$319.6K
Vista Investment Partners LLC7,956$309.1K
PFG Investments, LLC6,565$255.1K
Headlands Technologies LLC6,508$252.8K
Walleye Trading LLC6,386$248.1K
J. Safra Sarasin Holding AG6,000$233.1K
American Trust5,401$209.8K
Lazard Asset Management LLC4,321$167.0K
Total Investment Management Inc3,400$132.1K
Ulland Investment Advisors, LLC2,225$86.0K
Wexford Capital LP1,054$41.0K
Alerus Financial NA572$22.2K
Skopos Labs, Inc.271$10.5K
NewSquare Capital LLC200$7.77K
Evolution Wealth Management Inc.200$7.77K
Beacon Capital Management, LLC113$4.39K
Curio Wealth, LLC40$1.55K
Kiker Wealth Management, LLC37$1.44K
Bullock Wealth Management Group22$873
Mount Yale Investment Advisors, LLC20$777
Plante Moran Financial Advisors, LLC17$660
Riggs Asset Managment Co. Inc.16$622

Not filed for Q3 2025 yet (4)

Institutions that held Symbotic Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SYM in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Capital Market Strategies LLC38,275$1.49M
Atria Wealth Solutions, Inc.37,133$1.44M
Vega Investment Solutions1,101$42.8K
Legacy Investment Solutions, LLC3$117