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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 14 | $0 | 0.00% | +14 | New |
| Hemington Wealth Management | 12 | $0 | 0.00% | +12 | New |
| Cloud Capital Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $108 | 0.00% | +2 | New |
| Legacy Wealth Managment, LLC | 3 | $162 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $270 | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 1,423 | $270 | 0.00% | +1,423 | New |
| SWAN Capital LLC | 7 | $377 | 0.00% | +7 | New |
| True Wealth Design, LLC | 7 | $378 | 0.00% | +4+133.3% | Added |
| JFS Wealth Advisors, LLC | 7 | $378 | 0.00% | +7 | New |
| Root Financial Partners, LLC | 8 | $431 | 0.00% | +8 | New |
| Caitong International Asset Management Co., Ltd | 10 | $539 | 0.00% | −427−97.7% | Reduced |
| Manchester Capital Management LLC | 11 | $593 | 0.00% | +11 | New |
| Avion Wealth | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 25 | $1.00K | 0.00% | +25 | New |
| Clean Yield Group | 20 | $1.08K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 20 | $1.08K | 0.00% | +20 | New |
| Rise Advisors, LLC | 22 | $1.19K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 25 | $1.35K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 25 | $1.35K | 0.00% | +25 | New |
| Assetmark, Inc | 26 | $1.40K | 0.00% | −5−16.1% | Reduced |
| Bear Mountain Capital, Inc. | 20 | $1.42K | 0.00% | +3+17.6% | Added |
| Investors Research Corp | 30 | $1.62K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 31 | $1.67K | 0.00% | −9,934−99.7% | Reduced |
| ORG Wealth Partners, LLC | 32 | $1.72K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 34 | $1.83K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 39 | $2.10K | 0.00% | +4+11.4% | Added |
| Versant Capital Management, Inc | 40 | $2.16K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 41 | $2.21K | 0.00% | +12+41.4% | Added |
| GPS Wealth Strategies Group, LLC | 50 | $2.69K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 50 | $2.69K | 0.00% | +50 | New |
| HighMark Wealth Management LLC | 56 | $3.00K | 0.00% | +56 | New |
| Tower Research Capital LLC (TRC) | 62 | $3.34K | 0.00% | +62 | New |
| Fortitude Family Office, LLC | 63 | $3.40K | 0.00% | +10+18.9% | Added |
| Essential Partners LLC | 68 | $3.67K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 70 | $4.00K | 0.00% | +34+94.4% | Added |
| Bogart Wealth, LLC | 76 | $4.10K | 0.00% | +8+11.8% | Added |
| Gen-Wealth Partners Inc | 82 | $4.42K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $5.39K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 100 | $5.39K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 100 | $5.39K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 100 | $5.39K | 0.00% | +100 | New |
| Stone House Investment Management, LLC | 100 | $5.39K | 0.00% | +100 | New |
| ORG Partners LLC | 100 | $5.39K | 0.00% | +100 | New |
| Fairscale Capital, LLC | 101 | $5.44K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 120 | $6.00K | 0.00% | +46+62.2% | Added |
| Aventura Private Wealth, LLC | 112 | $6.04K | 0.00% | +112 | New |
| Rialto Wealth Management, LLC | 120 | $6.47K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 125 | $6.74K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 128 | $6.90K | 0.00% | −76−37.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 100 | $7.73K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 135 | $7.84K | 0.00% | −35−20.6% | Reduced |
| Wealthspire Advisors, LLC | 147 | $7.92K | 0.00% | +147 | New |
| West Financial Advisors, LLC | 150 | $8.09K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 173 | $9.32K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 182 | $9.81K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 185 | $9.97K | 0.00% | +185 | New |
| Rothschild Investment LLC | 200 | $10.8K | 0.00% | −500−71.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 200 | $10.8K | 0.00% | −200−50.0% | Reduced |
| Trust Co of Vermont | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 200 | $10.8K | 0.00% | +200 | New |
| Adirondack Trust Co | 217 | $11.7K | 0.00% | +217 | New |
| IMG Wealth Management, Inc. | 239 | $12.9K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 252 | $13.6K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 254 | $13.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 268 | $14.4K | 0.00% | +268 | New |
| Wolff Wiese Magana LLC | 300 | $16.2K | 0.01% | +300 | New |
| Signaturefd, LLC | 328 | $17.7K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 335 | $18.1K | 0.00% | +270+415.4% | Added |
| SRS Capital Advisors, Inc. | 369 | $19.9K | 0.00% | −631−63.1% | Reduced |
| Parallel Advisors, LLC | 370 | $19.9K | 0.00% | +105+39.6% | Added |
| Harbour Investments, Inc. | 392 | $21.1K | 0.00% | +235+149.7% | Added |
| Larson Financial Group LLC | 410 | $22.1K | 0.00% | +410 | New |
| Principal Securities, Inc. | 439 | $23.7K | 0.00% | +439 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 479 | $26.0K | 0.00% | +14+3.0% | Added |
| MAI Capital Management | 560 | $30.2K | 0.00% | +500+833.3% | Added |
| Hanson & Doremus Investment Management | 576 | $31.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 668 | $36.0K | 0.01% | +18+2.8% | Added |
| Ameriflex Group, Inc. | 704 | $37.9K | 0.01% | +660+1,500.0% | Added |
| Strategic Advocates LLC | 770 | $41.5K | 0.01% | +770 | New |
| Newbridge Financial Services Group, Inc. | 800 | $43.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 838 | $45.2K | 0.00% | +10+1.2% | Added |
| Concord Wealth Partners | 889 | $47.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,000 | $53.9K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $53.9K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,005 | $54.2K | 0.00% | +1,000+20,000.0% | Added |
| Comerica Bank | 1,141 | $61.5K | 0.00% | −6,273−84.6% | Reduced |
| IAG Wealth Partners, LLC | 1,354 | $73.0K | 0.01% | +534+65.1% | Added |
| Centerpoint Advisors, LLC | 1,400 | $75.0K | 0.02% | +200+16.7% | Added |
| Vestcor Inc | 1,419 | $76.0K | 0.00% | +1,419 | New |
| Northwestern Mutual Wealth Management Co | 1,500 | $80.8K | 0.00% | +1,500 | New |
| IFP Advisors, Inc | 1,516 | $81.7K | 0.00% | +744+96.4% | Added |
| Once Capital Management, LLC | 1,700 | $91.6K | 0.02% | +1,700 | New |
| KBC Group NV | 1,699 | $92.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 1,769 | $95.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,846 | $99.5K | 0.00% | +1,250+209.7% | Added |
| Crewe Advisors LLC | 1,900 | $102.4K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,000 | $107.8K | 0.05% | +1,000+100.0% | Added |