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 |
|---|---|---|---|---|---|
| Retirement Planning Co of New England, Inc. | 26,584 | $1.43M | 0.58% | −5,357−16.8% | Reduced |
| HighTower Advisors, LLC | 26,556 | $1.43M | 0.00% | −1,656−5.9% | Reduced |
| JPMorgan Chase & Co | 26,057 | $1.40M | 0.00% | +1,473+6.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 24,700 | $1.33M | 0.00% | −6,987−22.1% | Reduced |
| Group One Trading, L.P. | 23,357 | $1.26M | 0.04% | −13,292−36.3% | Reduced |
| Amundi | 18,078 | $1.23M | 0.00% | −54,160−75.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,439 | $1.21M | 0.00% | +70+0.3% | Added |
| Spire Wealth Management | 21,927 | $1.18M | 0.04% | +2,523+13.0% | Added |
| Janus Henderson Group PLC | 21,280 | $1.15M | 0.00% | +3,880+22.3% | Added |
| Element Squared LLC | 21,081 | $1.14M | 0.65% | +21,081 | New |
| Hussman Strategic Advisors, Inc. | 21,000 | $1.13M | 0.25% | +21,000 | New |
| Russell Investments Group, Ltd. | 19,738 | $1.06M | 0.00% | −960−4.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,959 | $1.02M | 0.00% | +440+2.4% | Added |
| Ameriprise Financial Inc | 18,407 | $992.1K | 0.00% | −2,838−13.4% | Reduced |
| Walleye Capital LLC | 18,398 | $991.7K | 0.01% | +14,971+436.9% | Added |
| Oddo BHF Asset Management SAS | 17,261 | $930.4K | 0.04% | +17,261 | New |
| State of Wisconsin Investment Board | 15,874 | $855.6K | 0.00% | +15,874 | New |
| Prospera Financial Services Inc | 15,022 | $809.6K | 0.01% | −7,146−32.2% | Reduced |
| Arizona State Retirement System | 14,512 | $782.2K | 0.00% | +371+2.6% | Added |
| Pathstone Holdings, LLC | 14,512 | $782.2K | 0.00% | +14,512 | New |
| XTX Topco Ltd | 14,428 | $777.7K | 0.04% | +14,428 | New |
| Envestnet Asset Management Inc | 14,297 | $770.6K | 0.00% | +14,297 | New |
| Greenwood Gearhart Inc | 14,217 | $766.3K | 0.04% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 14,140 | $762.1K | 0.03% | +2,055+17.0% | Added |
| J.W. Cole Advisors, Inc. | 13,718 | $739.4K | 0.01% | +3,069+28.8% | Added |
| Vident Advisory, LLC | 13,513 | $728.4K | 0.01% | +2,197+19.4% | Added |
| Arkadios Wealth Advisors | 13,145 | $708.5K | 0.02% | −1,639−11.1% | Reduced |
| Pinnacle Associates Ltd | 12,975 | $699.4K | 0.01% | −4,290−24.8% | Reduced |
| Marex Group plc | 12,422 | $668.8K | 0.01% | +12,422 | New |
| Boothbay Fund Management, LLC | 12,330 | $664.6K | 0.02% | +12,330 | New |
| Kestra Private Wealth Services, LLC | 11,598 | $625.1K | 0.01% | +11,598 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,359 | $612.3K | 0.00% | −2,764−19.6% | Reduced |
| Freemont Management S.A. | 11,200 | $603.7K | 0.47% | −84,400−88.3% | Reduced |
| Manufacturers Life Insurance Company, The | 11,139 | $600.4K | 0.00% | +2,595+30.4% | Added |
| CWM, LLC | 11,091 | $598.0K | 0.00% | −272−2.4% | Reduced |
| Versor Investments LP | 10,429 | $562.1K | 0.10% | +10,429 | New |
| Green Alpha Advisors, LLC | 10,334 | $557.0K | 0.54% | +10,334 | New |
| FORA Capital, LLC | 10,060 | $542.2K | 0.10% | +83+0.8% | Added |
| KLP Kapitalforvaltning AS | 10,000 | $539.0K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 9,975 | $537.7K | 0.00% | −408,367−97.6% | Reduced |
| Captrust Financial Advisors | 9,939 | $535.7K | 0.00% | −643−6.1% | Reduced |
| Scientech Research LLC | 9,895 | $533.3K | 0.19% | −15,271−60.7% | Reduced |
| Financial Engines Advisors L.L.C. | 9,826 | $529.6K | 0.00% | +9,826 | New |
| Central Pacific Bank - Trust Division | 9,551 | $514.8K | 0.06% | +9,551 | New |
| Rakuten Securities, Inc. | 9,430 | $508.3K | 0.19% | +613+7.0% | Added |
| Sunbelt Securities, Inc. | 9,403 | $506.8K | 0.03% | −3,427−26.7% | Reduced |
| Riverbridge Partners LLC | 9,219 | $496.9K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 9,050 | $487.8K | 0.23% | +9,050 | New |
| Rockefeller Capital Management L.P. | 9,020 | $486.2K | 0.00% | +9,020 | New |
| 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 |
| Hunter Associates Investment Management LLC | 8,975 | $485.0K | 0.07% | −250−2.7% | Reduced |
| Tyche Wealth Partners LLC | 8,990 | $484.5K | 0.09% | −1,375−13.3% | Reduced |
| Kovack Advisors, Inc. | 8,977 | $483.9K | 0.05% | +8,977 | New |
| Veracity Capital LLC | 8,706 | $469.3K | 0.15% | +8,706 | New |
| SBI Securities Co., Ltd. | 8,645 | $466.0K | 0.01% | +2,386+38.1% | Added |
| Kestra Advisory Services, LLC | 8,612 | $464.2K | 0.00% | −3,591−29.4% | Reduced |
| Somerset Trust Co | 8,479 | $457.0K | 0.14% | −776−8.4% | Reduced |
| Banque Cantonale Vaudoise | 8,387 | $452.0K | 0.02% | −3,641−30.3% | Reduced |
| Polen Capital Management LLC | 8,385 | $452.0K | 0.00% | −11,618−58.1% | Reduced |
| Natixis | 8,310 | $447.9K | 0.00% | −36,428−81.4% | Reduced |
| Leonteq Securities AG | 7,946 | $428.3K | 0.02% | −1,290−14.0% | Reduced |
| Mariner, LLC | 7,923 | $427.1K | 0.00% | +2,234+39.3% | Added |
| Jones Financial Companies LLLP | 8,034 | $418.9K | 0.00% | +1,365+20.5% | Added |
| Colony Group, LLC | 7,698 | $417.0K | 0.00% | +7,698 | New |
| Fortis Group Advisors, LLC | 5,097 | $412.6K | 0.07% | −2,286−31.0% | Reduced |
| VGI Partners Ltd | 7,538 | $406.3K | 0.03% | +7,538 | New |
| Pictet Asset Management Holding SA | 7,412 | $399.5K | 0.00% | +679+10.1% | Added |
| Integrity Alliance, LLC. | 7,206 | $388.4K | 0.02% | +7,206 | New |
| Willis Johnson & Associates, Inc. | 7,200 | $388.1K | 0.02% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 7,036 | $379.2K | 0.01% | +29+0.4% | Added |
| MML Investors Services, LLC | 6,850 | $369.2K | 0.00% | −2,711−28.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,269 | $360.5K | 0.00% | −5,422−50.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 6,640 | $357.9K | 0.04% | −2,125−24.2% | Reduced |
| The PNC Financial Services Group, Inc. | 6,627 | $357.2K | 0.00% | +273+4.3% | Added |
| Teacher Retirement System of Texas | 6,380 | $343.9K | 0.00% | −935−12.8% | Reduced |
| Mercer Global Advisors Inc | 6,379 | $343.8K | 0.00% | −2,314−26.6% | Reduced |
| JustInvest LLC | 6,355 | $342.5K | 0.00% | +1,068+20.2% | Added |
| D.A. Davidson & Co. | 6,332 | $341.3K | 0.00% | +6,332 | New |
| Ieq Capital, LLC | 6,307 | $339.9K | 0.00% | +12+0.2% | Added |
| Phoenix Holdings Ltd. | 6,300 | $339.8K | 0.00% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 6,295 | $339.0K | 0.03% | −100−1.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 6,269 | $337.9K | 0.01% | +6,269 | New |
| Private Advisor Group, LLC | 6,191 | $333.7K | 0.00% | +992+19.1% | Added |
| Concurrent Investment Advisors, LLC | 6,179 | $333.0K | 0.01% | −1,146−15.6% | Reduced |
| Darden Wealth Group Inc | 6,150 | $331.5K | 0.17% | +6,150 | New |
| Sigma Planning Corp | 5,953 | $320.9K | 0.01% | −89−1.5% | Reduced |
| Van Eck Associates Corp | 5,830 | $314.0K | 0.00% | +854+17.2% | Added |
| Vontobel Holding Ltd. | 5,800 | $312.6K | 0.00% | 00.0% | Unchanged |
| RDA Financial Network | 5,777 | $311.4K | 0.08% | +5,777 | New |
| Wellington Shields & Co., LLC | 5,750 | $309.9K | 0.08% | +5,750 | New |
| Calton & Associates, Inc. | 5,699 | $307.2K | 0.05% | −2,800−32.9% | Reduced |
| IHT Wealth Management, LLC | 5,547 | $299.0K | 0.01% | +5,547 | New |
| O'Shaughnessy Asset Management, LLC | 5,487 | $295.7K | 0.00% | +5,487 | New |
| Algert Global LLC | 5,440 | $293.2K | 0.00% | +5,440 | New |
| Public Employees Retirement Association of Colorado | 5,356 | $289.0K | 0.00% | +5,356 | New |
| Private Trust Co NA | 5,250 | $283.0K | 0.02% | +3,050+138.6% | Added |
| Sanctuary Advisors, LLC | 5,159 | $278.1K | 0.00% | −8,596−62.5% | Reduced |
| Moors & Cabot, Inc. | 5,100 | $274.9K | 0.01% | −630−11.0% | Reduced |
| Palumbo Wealth Management LLC | 5,095 | $274.6K | 0.09% | +5,095 | New |