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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 4,910 | $265.0K | 0.00% | −1,663−25.3% | Reduced |
| Global Retirement Partners, LLC | 4,748 | $255.9K | 0.01% | −2,446−34.0% | Reduced |
| Carr Financial Group Corp | 4,600 | $247.9K | 0.07% | +4,600 | New |
| MWA Asset Management | 4,520 | $243.6K | 0.13% | +4,520 | New |
| Warren Averett Asset Management, LLC | 4,513 | $243.3K | 0.00% | +4,513 | New |
| Cresset Asset Management, LLC | 4,462 | $240.5K | 0.00% | −1,913−30.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,269 | $230.1K | 0.00% | +1,623+61.3% | Added |
| Hodges Capital Management Inc. | 4,250 | $229.1K | 0.02% | −2,800−39.7% | Reduced |
| Creative Planning | 4,241 | $228.6K | 0.00% | +4,241 | New |
| Patten Group, Inc. | 4,230 | $228.0K | 0.04% | +4,230 | New |
| Midwest Professional Planners, LTD. | 4,204 | $226.6K | 0.06% | +4,204 | New |
| World Equity Group, Inc. | 4,175 | $225.0K | 0.05% | +4,175 | New |
| Susquehanna International Group, LLP | 4,169 | $224.7K | 0.00% | −173,063−97.6% | Reduced |
| DnB Asset Management AS | 4,159 | $224.2K | 0.00% | +4,159 | New |
| Stonebridge Capital Advisors LLC | 4,068 | $219.3K | 0.02% | +4,068 | New |
| Jain Global LLC | 4,006 | $215.9K | 0.00% | +4,006 | New |
| Addison Capital Co | 4,000 | $215.6K | 0.06% | +4,000 | New |
| TD Asset Management Inc | 3,854 | $207.7K | 0.00% | +3,854 | New |
| Navis Wealth Advisors, LLC | 3,822 | $206.0K | 0.15% | +3,822 | New |
| Oak Associates, Ltd | 3,808 | $205.0K | 0.01% | +3,808 | New |
| New Republic Capital, LLC | 3,771 | $203.3K | 0.06% | +3,771 | New |
| Wellington Shields Capital Management, LLC | 3,581 | $193.0K | 0.03% | +3,581 | New |
| MCF Advisors LLC | 3,564 | $192.1K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,193 | $172.1K | 0.00% | +3,193 | New |
| Armstrong Advisory Group, Inc | 3,102 | $167.2K | 0.01% | −4,492−59.2% | Reduced |
| Asset Management One Co.,Ltd. | 2,942 | $158.6K | 0.00% | +2,942 | New |
| Quantbot Technologies LP | 2,853 | $153.8K | 0.00% | +2,853 | New |
| Deutsche Bank AG | 2,799 | $150.9K | 0.00% | +382+15.8% | Added |
| Farther Finance Advisors, LLC | 2,704 | $145.7K | 0.00% | +939+53.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 2,694 | $145.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,577 | $138.9K | 0.00% | −1,309−33.7% | Reduced |
| GWM Advisors LLC | 2,566 | $138.3K | 0.00% | +1,290+101.1% | Added |
| Quest Partners LLC | 2,519 | $135.8K | 0.01% | +287+12.9% | Added |
| Gables Capital Management Inc. | 2,000 | $107.8K | 0.05% | +1,000+100.0% | Added |
| 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 |
| Crewe Advisors LLC | 1,900 | $102.4K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,846 | $99.5K | 0.00% | +1,250+209.7% | Added |
| Rhumbline Advisers | 1,769 | $95.3K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,699 | $92.0K | 0.00% | 00.0% | Unchanged |
| Once Capital Management, LLC | 1,700 | $91.6K | 0.02% | +1,700 | New |
| IFP Advisors, Inc | 1,516 | $81.7K | 0.00% | +744+96.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,500 | $80.8K | 0.00% | +1,500 | New |
| Vestcor Inc | 1,419 | $76.0K | 0.00% | +1,419 | New |
| Centerpoint Advisors, LLC | 1,400 | $75.0K | 0.02% | +200+16.7% | Added |
| IAG Wealth Partners, LLC | 1,354 | $73.0K | 0.01% | +534+65.1% | Added |
| Comerica Bank | 1,141 | $61.5K | 0.00% | −6,273−84.6% | Reduced |
| Fifth Third Bancorp | 1,005 | $54.2K | 0.00% | +1,000+20,000.0% | Added |
| Clearstead Advisors, LLC | 1,000 | $53.9K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $53.9K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 889 | $47.9K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 838 | $45.2K | 0.00% | +10+1.2% | Added |
| Newbridge Financial Services Group, Inc. | 800 | $43.1K | 0.01% | 00.0% | Unchanged |
| Strategic Advocates LLC | 770 | $41.5K | 0.01% | +770 | New |
| Ameriflex Group, Inc. | 704 | $37.9K | 0.01% | +660+1,500.0% | Added |
| Rocky Mountain Advisers, LLC | 668 | $36.0K | 0.01% | +18+2.8% | Added |
| Hanson & Doremus Investment Management | 576 | $31.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 560 | $30.2K | 0.00% | +500+833.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 479 | $26.0K | 0.00% | +14+3.0% | Added |
| Principal Securities, Inc. | 439 | $23.7K | 0.00% | +439 | New |
| Larson Financial Group LLC | 410 | $22.1K | 0.00% | +410 | New |
| Harbour Investments, Inc. | 392 | $21.1K | 0.00% | +235+149.7% | Added |
| Parallel Advisors, LLC | 370 | $19.9K | 0.00% | +105+39.6% | Added |
| SRS Capital Advisors, Inc. | 369 | $19.9K | 0.00% | −631−63.1% | Reduced |
| Toth Financial Advisory Corp | 335 | $18.1K | 0.00% | +270+415.4% | Added |
| Signaturefd, LLC | 328 | $17.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 300 | $16.2K | 0.01% | +300 | New |
| Parkside Financial Bank & Trust | 268 | $14.4K | 0.00% | +268 | New |
| Financial Freedom, LLC | 254 | $13.7K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 252 | $13.6K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 239 | $12.9K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 217 | $11.7K | 0.00% | +217 | 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 |
| HHM Wealth Advisors, LLC | 185 | $9.97K | 0.00% | +185 | New |
| Insight Financial Services | 182 | $9.81K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 173 | $9.32K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 150 | $8.09K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 147 | $7.92K | 0.00% | +147 | New |
| TD Waterhouse Canada Inc. | 135 | $7.84K | 0.00% | −35−20.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 100 | $7.73K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 128 | $6.90K | 0.00% | −76−37.3% | Reduced |
| Darwin Advisors, LLC | 125 | $6.74K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 120 | $6.47K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 112 | $6.04K | 0.00% | +112 | New |
| Ci Investments Inc. | 120 | $6.00K | 0.00% | +46+62.2% | Added |
| Fairscale Capital, LLC | 101 | $5.44K | 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 |
| Gen-Wealth Partners Inc | 82 | $4.42K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 76 | $4.10K | 0.00% | +8+11.8% | Added |
| Roble, Belko & Company, Inc | 70 | $4.00K | 0.00% | +34+94.4% | Added |
| Essential Partners LLC | 68 | $3.67K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 63 | $3.40K | 0.00% | +10+18.9% | Added |