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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 62 | $3.34K | 0.00% | +62 | New |
| HighMark Wealth Management LLC | 56 | $3.00K | 0.00% | +56 | New |
| GPS Wealth Strategies Group, LLC | 50 | $2.69K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 50 | $2.69K | 0.00% | +50 | New |
| Kilter Group LLC | 41 | $2.21K | 0.00% | +12+41.4% | Added |
| Versant Capital Management, Inc | 40 | $2.16K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 39 | $2.10K | 0.00% | +4+11.4% | Added |
| Financial Connections Group, Inc. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 34 | $1.83K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 32 | $1.72K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 31 | $1.67K | 0.00% | −9,934−99.7% | Reduced |
| Investors Research Corp | 30 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 20 | $1.42K | 0.00% | +3+17.6% | Added |
| Assetmark, Inc | 26 | $1.40K | 0.00% | −5−16.1% | Reduced |
| Stephens Consulting, LLC | 25 | $1.35K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 25 | $1.35K | 0.00% | +25 | New |
| Rise Advisors, LLC | 22 | $1.19K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $1.08K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 20 | $1.08K | 0.00% | +20 | New |
| Avion Wealth | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 25 | $1.00K | 0.00% | +25 | New |
| Manchester Capital Management LLC | 11 | $593 | 0.00% | +11 | New |
| Caitong International Asset Management Co., Ltd | 10 | $539 | 0.00% | −427−97.7% | Reduced |
| Root Financial Partners, LLC | 8 | $431 | 0.00% | +8 | New |
| True Wealth Design, LLC | 7 | $378 | 0.00% | +4+133.3% | Added |
| JFS Wealth Advisors, LLC | 7 | $378 | 0.00% | +7 | New |
| SWAN Capital LLC | 7 | $377 | 0.00% | +7 | New |
| Addison Advisors LLC | 5 | $270 | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 1,423 | $270 | 0.00% | +1,423 | New |
| Legacy Wealth Managment, LLC | 3 | $162 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $108 | 0.00% | +2 | New |
| 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 |
| AXA S.A. | 0 | $0 | 0.00% | −276,751−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −219,168−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −141,664−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −53,300−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −46,152−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −44,419−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −44,022−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −35,184−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −34,245−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −29,320−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −18,752−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −16,536−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −14,475−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,453−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −12,902−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,773−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −8,226−100.0% | Sold out |
| Vista Investment Partners LLC | 0 | $0 | 0.00% | −7,956−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −6,565−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −6,508−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −6,386−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −5,401−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −4,321−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Ulland Investment Advisors, LLC | 0 | $0 | 0.00% | −2,225−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −1,054−100.0% | Sold out |
| Alerus Financial NA | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Evolution Wealth Management Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Bullock Wealth Management Group | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Capital Market Strategies LLC | – | – | – | – | Not filed |
| Atria Wealth Solutions, Inc. | – | – | – | – | Not filed |
| Vega Investment Solutions | – | – | – | – | Not filed |
| Legacy Investment Solutions, LLC | – | – | – | – | Not filed |