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 |
|---|---|---|---|---|---|
| CWM, LLC | 11,091 | $598.0K | 0.00% | −272−2.4% | Reduced |
| Manufacturers Life Insurance Company, The | 11,139 | $600.4K | 0.00% | +2,595+30.4% | Added |
| Freemont Management S.A. | 11,200 | $603.7K | 0.47% | −84,400−88.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,359 | $612.3K | 0.00% | −2,764−19.6% | Reduced |
| Kestra Private Wealth Services, LLC | 11,598 | $625.1K | 0.01% | +11,598 | New |
| Boothbay Fund Management, LLC | 12,330 | $664.6K | 0.02% | +12,330 | New |
| Marex Group plc | 12,422 | $668.8K | 0.01% | +12,422 | New |
| Pinnacle Associates Ltd | 12,975 | $699.4K | 0.01% | −4,290−24.8% | Reduced |
| Arkadios Wealth Advisors | 13,145 | $708.5K | 0.02% | −1,639−11.1% | Reduced |
| Vident Advisory, LLC | 13,513 | $728.4K | 0.01% | +2,197+19.4% | Added |
| J.W. Cole Advisors, Inc. | 13,718 | $739.4K | 0.01% | +3,069+28.8% | Added |
| CoreCap Advisors, LLC | 14,140 | $762.1K | 0.03% | +2,055+17.0% | Added |
| Greenwood Gearhart Inc | 14,217 | $766.3K | 0.04% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 14,297 | $770.6K | 0.00% | +14,297 | New |
| XTX Topco Ltd | 14,428 | $777.7K | 0.04% | +14,428 | New |
| Pathstone Holdings, LLC | 14,512 | $782.2K | 0.00% | +14,512 | New |
| Arizona State Retirement System | 14,512 | $782.2K | 0.00% | +371+2.6% | Added |
| Prospera Financial Services Inc | 15,022 | $809.6K | 0.01% | −7,146−32.2% | Reduced |
| State of Wisconsin Investment Board | 15,874 | $855.6K | 0.00% | +15,874 | New |
| Oddo BHF Asset Management SAS | 17,261 | $930.4K | 0.04% | +17,261 | New |
| Walleye Capital LLC | 18,398 | $991.7K | 0.01% | +14,971+436.9% | Added |
| Ameriprise Financial Inc | 18,407 | $992.1K | 0.00% | −2,838−13.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,959 | $1.02M | 0.00% | +440+2.4% | Added |
| Russell Investments Group, Ltd. | 19,738 | $1.06M | 0.00% | −960−4.6% | Reduced |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.13M | 0.25% | +21,000 | New |
| Element Squared LLC | 21,081 | $1.14M | 0.65% | +21,081 | New |
| Janus Henderson Group PLC | 21,280 | $1.15M | 0.00% | +3,880+22.3% | Added |
| Spire Wealth Management | 21,927 | $1.18M | 0.04% | +2,523+13.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,439 | $1.21M | 0.00% | +70+0.3% | Added |
| Amundi | 18,078 | $1.23M | 0.00% | −54,160−75.0% | Reduced |
| Group One Trading, L.P. | 23,357 | $1.26M | 0.04% | −13,292−36.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 24,700 | $1.33M | 0.00% | −6,987−22.1% | Reduced |
| JPMorgan Chase & Co | 26,057 | $1.40M | 0.00% | +1,473+6.0% | Added |
| HighTower Advisors, LLC | 26,556 | $1.43M | 0.00% | −1,656−5.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 26,584 | $1.43M | 0.58% | −5,357−16.8% | Reduced |
| M&T Bank Corp | 27,372 | $1.48M | 0.00% | +2,520+10.1% | Added |
| Perigon Wealth Management, LLC | 29,500 | $1.59M | 0.03% | +4,063+16.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 29,588 | $1.59M | 0.00% | +21,099+248.5% | Added |
| Barton Investment Management | 30,425 | $1.64M | 0.17% | +30,425 | New |
| Baird Financial Group, Inc. | 31,132 | $1.68M | 0.00% | −23,264−42.8% | Reduced |
| Empowered Funds, LLC | 31,750 | $1.71M | 0.02% | +3,763+13.4% | Added |
| Cherry Creek Investment Advisors, Inc. | 33,005 | $1.78M | 0.77% | +33,005 | New |
| Arkfeld Wealth Strategies, L.L.C. | 28,638 | $1.81M | 0.66% | −42−0.1% | Reduced |
| PDT Partners, LLC | 33,878 | $1.83M | 0.12% | −30−0.1% | Reduced |
| Grove Street Fiduciary, LLC | 35,000 | $1.89M | 0.89% | +26,555+314.4% | Added |
| Steward Partners Investment Advisory, LLC | 35,368 | $1.91M | 0.01% | +2,562+7.8% | Added |
| Balyasny Asset Management LLC | 35,625 | $1.92M | 0.00% | −58,620−62.2% | Reduced |
| AQR Capital Management LLC | 36,138 | $1.95M | 0.00% | +3,327+10.1% | Added |
| Cetera Investment Advisers | 37,077 | $2.00M | 0.00% | +9,066+32.4% | Added |
| Aquatic Capital Management LLC | 39,407 | $2.12M | 0.04% | +39,407 | New |
| Marathon Capital Management | 39,515 | $2.13M | 0.49% | −66,655−62.8% | Reduced |
| Commonwealth Equity Services, LLC | 40,675 | $2.19M | 0.00% | −5,344−11.6% | Reduced |
| EverSource Wealth Advisors, LLC | 42,720 | $2.30M | 0.09% | +3,854+9.9% | Added |
| Tanaka Capital Management Inc | 43,454 | $2.34M | 4.22% | +43,454 | New |
| Taylor Frigon Capital Management LLC | 44,164 | $2.38M | 1.18% | −32,501−42.4% | Reduced |
| Engineers Gate Manager LP | 44,239 | $2.38M | 0.03% | +44,239 | New |
| Bouvel Investment Partners, LLC | 44,479 | $2.40M | 0.73% | +336+0.8% | Added |
| Citigroup Inc | 44,796 | $2.41M | 0.00% | −14,067−23.9% | Reduced |
| Mutual Advisors, LLC | 35,612 | $2.42M | 0.05% | +35,612 | New |
| Wolverine Trading, LLC | 49,005 | $2.63M | 0.05% | +6,997+16.7% | Added |
| Legato Capital Management LLC | 51,000 | $2.75M | 0.30% | +51,000 | New |
| California State Teachers Retirement System | 51,622 | $2.78M | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 52,217 | $2.81M | 0.00% | −62,296−54.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 53,174 | $2.87M | 0.62% | 00.0% | Unchanged |
| National Bank of Canada | 55,906 | $3.01M | 0.00% | −20,272−26.6% | Reduced |
| Advisors Asset Management, Inc. | 56,224 | $3.03M | 0.05% | +5,287+10.4% | Added |
| 180 Wealth Advisors, LLC | 57,810 | $3.12M | 0.38% | −711−1.2% | Reduced |
| FMR LLC | 61,004 | $3.29M | 0.00% | −14,581−19.3% | Reduced |
| Bank of New York Mellon Corp | 67,410 | $3.63M | 0.00% | +16,147+31.5% | Added |
| Voleon Capital Management LP | 71,794 | $3.87M | 0.09% | +71,794 | New |
| Stifel Financial Corp | 72,160 | $3.89M | 0.00% | −23,533−24.6% | Reduced |
| Robocap Asset Management Ltd | 72,574 | $3.91M | 2.49% | −22,838−23.9% | Reduced |
| SG Americas Securities, LLC | 73,956 | $3.99M | 0.01% | +59,331+405.7% | Added |
| Dimensional Fund Advisors LP | 74,115 | $3.99M | 0.00% | +14,419+24.2% | Added |
| Register Financial Advisors LLC | 77,242 | $4.16M | 1.64% | −23,475−23.3% | Reduced |
| Bridgewater Associates, LP | 77,620 | $4.18M | 0.02% | +77,620 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 78,225 | $4.22M | 1.69% | −43,270−35.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 81,620 | $4.40M | 0.07% | +900+1.1% | Added |
| Advisor Group Holdings, Inc. | 90,735 | $4.56M | 0.01% | −3,075−3.3% | Reduced |
| UBS Asset Management Americas Inc | 88,185 | $4.75M | 0.00% | −46,261−34.4% | Reduced |
| Bourne Lent Asset Management Inc | 88,360 | $4.76M | 1.69% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 93,751 | $5.05M | 0.34% | +57,224+156.7% | Added |
| Swiss National Bank | 95,100 | $5.13M | 0.00% | +2,500+2.7% | Added |
| SEI Investments Co | 95,141 | $5.13M | 0.01% | +4,640+5.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 95,872 | $5.17M | 0.05% | +95,872 | New |
| DDD Partners, LLC | 103,611 | $5.58M | 0.35% | −11,468−10.0% | Reduced |
| Slow Capital, Inc. | 107,502 | $5.79M | 0.68% | +107,502 | New |
| Zevenbergen Capital Investments LLC | 113,050 | $6.09M | 0.12% | −28,696−20.2% | Reduced |
| Blair William & Co | 127,638 | $6.88M | 0.02% | −3,681−2.8% | Reduced |
| Northern Trust Corp | 128,691 | $6.94M | 0.00% | +12,387+10.7% | Added |
| Two Sigma Advisers, LP | 130,600 | $7.04M | 0.01% | +124,200+1,940.6% | Added |
| Invesco Ltd. | 133,692 | $7.21M | 0.00% | −170,515−56.1% | Reduced |
| LPL Financial LLC | 182,472 | $9.84M | 0.00% | +90,725+98.9% | Added |
| Millennium Management LLC | 184,986 | $9.97M | 0.01% | +60,560+48.7% | Added |
| Frontier Capital Management Co LLC | 193,285 | $10.4M | 0.09% | −361,280−65.1% | Reduced |
| Ensign Peak Advisors, Inc | 201,741 | $10.9M | 0.02% | −21,400−9.6% | Reduced |
| Wells Fargo & Company | 210,703 | $11.4M | 0.00% | +13,417+6.8% | Added |
| Price T Rowe Associates Inc | 217,714 | $11.7M | 0.00% | +24,229+12.5% | Added |
| AXA Investment Managers S.A. | 220,931 | $11.9M | 0.03% | +220,931 | New |
| Tudor Investment Corp Et Al | 222,554 | $12.0M | 0.08% | +222,554 | New |