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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 2,000 | $107.8K | 0.00% | +1,669+504.2% | Added |
| Hollencrest Capital Management | 2,000 | $107.8K | 0.00% | +2,000 | New |
| Quest Partners LLC | 2,519 | $135.8K | 0.01% | +287+12.9% | Added |
| GWM Advisors LLC | 2,566 | $138.3K | 0.00% | +1,290+101.1% | Added |
| US Bancorp | 2,577 | $138.9K | 0.00% | −1,309−33.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 2,694 | $145.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,704 | $145.7K | 0.00% | +939+53.2% | Added |
| Deutsche Bank AG | 2,799 | $150.9K | 0.00% | +382+15.8% | Added |
| Quantbot Technologies LP | 2,853 | $153.8K | 0.00% | +2,853 | New |
| Asset Management One Co.,Ltd. | 2,942 | $158.6K | 0.00% | +2,942 | New |
| Armstrong Advisory Group, Inc | 3,102 | $167.2K | 0.01% | −4,492−59.2% | Reduced |
| Advisory Services Network, LLC | 3,193 | $172.1K | 0.00% | +3,193 | New |
| MCF Advisors LLC | 3,564 | $192.1K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 3,581 | $193.0K | 0.03% | +3,581 | New |
| New Republic Capital, LLC | 3,771 | $203.3K | 0.06% | +3,771 | New |
| Oak Associates, Ltd | 3,808 | $205.0K | 0.01% | +3,808 | New |
| Navis Wealth Advisors, LLC | 3,822 | $206.0K | 0.15% | +3,822 | New |
| TD Asset Management Inc | 3,854 | $207.7K | 0.00% | +3,854 | New |
| Addison Capital Co | 4,000 | $215.6K | 0.06% | +4,000 | New |
| Jain Global LLC | 4,006 | $215.9K | 0.00% | +4,006 | New |
| Stonebridge Capital Advisors LLC | 4,068 | $219.3K | 0.02% | +4,068 | New |
| DnB Asset Management AS | 4,159 | $224.2K | 0.00% | +4,159 | New |
| Susquehanna International Group, LLP | 4,169 | $224.7K | 0.00% | −173,063−97.6% | Reduced |
| World Equity Group, Inc. | 4,175 | $225.0K | 0.05% | +4,175 | New |
| Midwest Professional Planners, LTD. | 4,204 | $226.6K | 0.06% | +4,204 | New |
| Patten Group, Inc. | 4,230 | $228.0K | 0.04% | +4,230 | New |
| Creative Planning | 4,241 | $228.6K | 0.00% | +4,241 | New |
| Hodges Capital Management Inc. | 4,250 | $229.1K | 0.02% | −2,800−39.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,269 | $230.1K | 0.00% | +1,623+61.3% | Added |
| Cresset Asset Management, LLC | 4,462 | $240.5K | 0.00% | −1,913−30.0% | Reduced |
| Warren Averett Asset Management, LLC | 4,513 | $243.3K | 0.00% | +4,513 | New |
| MWA Asset Management | 4,520 | $243.6K | 0.13% | +4,520 | New |
| Carr Financial Group Corp | 4,600 | $247.9K | 0.07% | +4,600 | New |
| Global Retirement Partners, LLC | 4,748 | $255.9K | 0.01% | −2,446−34.0% | Reduced |
| Thrivent Financial for Lutherans | 4,910 | $265.0K | 0.00% | −1,663−25.3% | Reduced |
| Palumbo Wealth Management LLC | 5,095 | $274.6K | 0.09% | +5,095 | New |
| Moors & Cabot, Inc. | 5,100 | $274.9K | 0.01% | −630−11.0% | Reduced |
| Sanctuary Advisors, LLC | 5,159 | $278.1K | 0.00% | −8,596−62.5% | Reduced |
| Private Trust Co NA | 5,250 | $283.0K | 0.02% | +3,050+138.6% | Added |
| Public Employees Retirement Association of Colorado | 5,356 | $289.0K | 0.00% | +5,356 | New |
| Algert Global LLC | 5,440 | $293.2K | 0.00% | +5,440 | New |
| O'Shaughnessy Asset Management, LLC | 5,487 | $295.7K | 0.00% | +5,487 | New |
| IHT Wealth Management, LLC | 5,547 | $299.0K | 0.01% | +5,547 | New |
| Calton & Associates, Inc. | 5,699 | $307.2K | 0.05% | −2,800−32.9% | Reduced |
| Wellington Shields & Co., LLC | 5,750 | $309.9K | 0.08% | +5,750 | New |
| RDA Financial Network | 5,777 | $311.4K | 0.08% | +5,777 | New |
| Vontobel Holding Ltd. | 5,800 | $312.6K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 5,830 | $314.0K | 0.00% | +854+17.2% | Added |
| Sigma Planning Corp | 5,953 | $320.9K | 0.01% | −89−1.5% | Reduced |
| Darden Wealth Group Inc | 6,150 | $331.5K | 0.17% | +6,150 | New |
| Concurrent Investment Advisors, LLC | 6,179 | $333.0K | 0.01% | −1,146−15.6% | Reduced |
| Private Advisor Group, LLC | 6,191 | $333.7K | 0.00% | +992+19.1% | Added |
| Parallax Volatility Advisers, L.P. | 6,269 | $337.9K | 0.01% | +6,269 | New |
| SlateStone Wealth, LLC | 6,295 | $339.0K | 0.03% | −100−1.6% | Reduced |
| Phoenix Holdings Ltd. | 6,300 | $339.8K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,307 | $339.9K | 0.00% | +12+0.2% | Added |
| D.A. Davidson & Co. | 6,332 | $341.3K | 0.00% | +6,332 | New |
| JustInvest LLC | 6,355 | $342.5K | 0.00% | +1,068+20.2% | Added |
| Mercer Global Advisors Inc | 6,379 | $343.8K | 0.00% | −2,314−26.6% | Reduced |
| Teacher Retirement System of Texas | 6,380 | $343.9K | 0.00% | −935−12.8% | Reduced |
| The PNC Financial Services Group, Inc. | 6,627 | $357.2K | 0.00% | +273+4.3% | Added |
| Onyx Bridge Wealth Group LLC | 6,640 | $357.9K | 0.04% | −2,125−24.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,269 | $360.5K | 0.00% | −5,422−50.7% | Reduced |
| MML Investors Services, LLC | 6,850 | $369.2K | 0.00% | −2,711−28.4% | Reduced |
| Stonegate Investment Group, LLC | 7,036 | $379.2K | 0.01% | +29+0.4% | Added |
| Willis Johnson & Associates, Inc. | 7,200 | $388.1K | 0.02% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 7,206 | $388.4K | 0.02% | +7,206 | New |
| Pictet Asset Management Holding SA | 7,412 | $399.5K | 0.00% | +679+10.1% | Added |
| VGI Partners Ltd | 7,538 | $406.3K | 0.03% | +7,538 | New |
| Fortis Group Advisors, LLC | 5,097 | $412.6K | 0.07% | −2,286−31.0% | Reduced |
| Colony Group, LLC | 7,698 | $417.0K | 0.00% | +7,698 | New |
| Jones Financial Companies LLLP | 8,034 | $418.9K | 0.00% | +1,365+20.5% | Added |
| Mariner, LLC | 7,923 | $427.1K | 0.00% | +2,234+39.3% | Added |
| Leonteq Securities AG | 7,946 | $428.3K | 0.02% | −1,290−14.0% | Reduced |
| Natixis | 8,310 | $447.9K | 0.00% | −36,428−81.4% | Reduced |
| Polen Capital Management LLC | 8,385 | $452.0K | 0.00% | −11,618−58.1% | Reduced |
| Banque Cantonale Vaudoise | 8,387 | $452.0K | 0.02% | −3,641−30.3% | Reduced |
| Somerset Trust Co | 8,479 | $457.0K | 0.14% | −776−8.4% | Reduced |
| Kestra Advisory Services, LLC | 8,612 | $464.2K | 0.00% | −3,591−29.4% | Reduced |
| SBI Securities Co., Ltd. | 8,645 | $466.0K | 0.01% | +2,386+38.1% | Added |
| Veracity Capital LLC | 8,706 | $469.3K | 0.15% | +8,706 | New |
| Kovack Advisors, Inc. | 8,977 | $483.9K | 0.05% | +8,977 | New |
| Tyche Wealth Partners LLC | 8,990 | $484.5K | 0.09% | −1,375−13.3% | Reduced |
| Hunter Associates Investment Management LLC | 8,975 | $485.0K | 0.07% | −250−2.7% | Reduced |
| 1832 Asset Management L.P. | 9,000 | $485.1K | 0.00% | −42,000−82.4% | Reduced |
| Intergy Private Wealth, LLC | 9,000 | $485.1K | 0.15% | −4,094−31.3% | Reduced |
| Rockefeller Capital Management L.P. | 9,020 | $486.2K | 0.00% | +9,020 | New |
| Mark Sheptoff Financial Planning, LLC | 9,050 | $487.8K | 0.23% | +9,050 | New |
| Riverbridge Partners LLC | 9,219 | $496.9K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 9,403 | $506.8K | 0.03% | −3,427−26.7% | Reduced |
| Rakuten Securities, Inc. | 9,430 | $508.3K | 0.19% | +613+7.0% | Added |
| Central Pacific Bank - Trust Division | 9,551 | $514.8K | 0.06% | +9,551 | New |
| Financial Engines Advisors L.L.C. | 9,826 | $529.6K | 0.00% | +9,826 | New |
| Scientech Research LLC | 9,895 | $533.3K | 0.19% | −15,271−60.7% | Reduced |
| Captrust Financial Advisors | 9,939 | $535.7K | 0.00% | −643−6.1% | Reduced |
| D. E. Shaw & Co., Inc. | 9,975 | $537.7K | 0.00% | −408,367−97.6% | Reduced |
| KLP Kapitalforvaltning AS | 10,000 | $539.0K | 0.00% | 00.0% | Unchanged |
| FORA Capital, LLC | 10,060 | $542.2K | 0.10% | +83+0.8% | Added |
| Green Alpha Advisors, LLC | 10,334 | $557.0K | 0.54% | +10,334 | New |
| Versor Investments LP | 10,429 | $562.1K | 0.10% | +10,429 | New |