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, Q4 2025
Institutional positions in Symbotic Inc. as of Dec 31, 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
- 403
- +74 vs. Q3 2025
- Shares held
- 139.0M
- +34.6M (+33.2%) vs. Q3 2025
- Total value
- $6.76B
- +$1.13B (+20.1%) vs. Q3 2025
- New holders
- 117
- 127 more added
- Sold out
- 43
- 94 more reduced
6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Softbank Group Corp | 39,825,312 | $2.37B | 15.32% | 00.0% | Unchanged |
| Walmart Inc. | 15,000,000 | $892.5M | 91.60% | 00.0% | Unchanged |
| Baillie Gifford & Co | 12,441,000 | $740.2M | 0.62% | −242,739−1.9% | Reduced |
| Vanguard Group Inc | 6,932,158 | $412.5M | 0.01% | +2,237,137+47.6% | Added |
| SVF Sponsor III (DE) LLC | 5,590,000 | $332.6M | 100.00% | −3,500,000−38.5% | Reduced |
| Morgan Stanley | 2,530,874 | $150.6M | 0.01% | +1,165,513+85.4% | Added |
| JPMorgan Chase & Co | 2,174,372 | $129.4M | 0.01% | +2,148,315+8,244.7% | Added |
| FMR LLC | 1,712,079 | $101.9M | 0.01% | +1,651,075+2,706.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,331,765 | $79.3M | 0.12% | +36,910+2.9% | Added |
| BlackRock, Inc. | 1,261,539 | $75.1M | 0.00% | +194,578+18.2% | Added |
| Bank of America Corp | 1,215,529 | $72.3M | 0.01% | +422,460+53.3% | Added |
| Ghisallo Capital Management LLC | 1,059,400 | $63.0M | 2.81% | +1,059,400 | New |
| Raymond James Financial Inc | 952,118 | $56.7M | 0.02% | +49,393+5.5% | Added |
| Renaissance Technologies LLC | 905,700 | $53.9M | 0.08% | +177,800+24.4% | Added |
| UBS Group AG | 900,474 | $53.6M | 0.01% | −205,296−18.6% | Reduced |
| Goldman Sachs Group Inc | 872,600 | $51.9M | 0.01% | +614,815+238.5% | Added |
| Citadel Advisors LLC | 832,009 | $49.5M | 0.03% | +832,009 | New |
| Allspring Global Investments Holdings, LLC | 726,411 | $47.1M | 0.08% | +136,111+23.1% | Added |
| Geode Capital Management, LLC | 727,309 | $43.3M | 0.00% | +104,789+16.8% | Added |
| Jane Street Group, LLC | 714,250 | $42.5M | 0.05% | +714,250 | New |
| Two Sigma Investments, LP | 713,306 | $42.4M | 0.06% | +463,890+186.0% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 642,913 | $38.3M | 0.25% | +53,026+9.0% | Added |
| Navis Wealth Advisors, LLC | 26,083,643 | $36.9M | 15.63% | +26,079,821+682,360.6% | Added |
| Marshall Wace, LLP | 571,381 | $34.0M | 0.03% | +571,381 | New |
| TCW Group Inc | 562,560 | $33.5M | 0.24% | +56,458+11.2% | Added |
| State Street Corp | 486,716 | $29.0M | 0.00% | +125,929+34.9% | Added |
| Burkehill Global Management, LP | 475,000 | $28.3M | 1.86% | +475,000 | New |
| Hood River Capital Management LLC | 453,992 | $27.0M | 0.30% | +31,782+7.5% | Added |
| Franklin Resources Inc | 437,795 | $26.0M | 0.01% | +163,640+59.7% | Added |
| First Trust Advisors LP | 423,633 | $25.2M | 0.02% | +72,612+20.7% | Added |
| Handelsbanken Fonder AB | 423,020 | $25.2M | 0.08% | +148,842+54.3% | Added |
| Two Sigma Advisers, LP | 411,000 | $24.5M | 0.05% | +280,400+214.7% | Added |
| Lord, Abbett & Co. LLC | 400,000 | $23.8M | 0.07% | +400,000 | New |
| Trexquant Investment LP | 395,407 | $23.5M | 0.21% | +395,407 | New |
| Charles Schwab Investment Management Inc | 347,944 | $20.7M | 0.00% | +61,247+21.4% | Added |
| BNP Paribas Arbitrage, SA | 330,320 | $19.7M | 0.01% | +44,690+15.6% | Added |
| Exchange Traded Concepts, LLC | 327,179 | $19.5M | 0.16% | −19,896−5.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 277,138 | $16.5M | 0.04% | −15,839−5.4% | Reduced |
| Millennium Management LLC | 272,387 | $16.2M | 0.01% | +87,401+47.2% | Added |
| S Squared Technology, LLC | 264,126 | $15.7M | 6.09% | −85,874−24.5% | Reduced |
| Legal & General Group Plc | 249,897 | $14.9M | 0.00% | −26,982−9.7% | Reduced |
| LPL Financial LLC | 218,029 | $13.0M | 0.00% | +35,557+19.5% | Added |
| Voleon Capital Management LP | 194,161 | $11.6M | 0.25% | +122,367+170.4% | Added |
| Northern Trust Corp | 175,447 | $10.4M | 0.00% | +46,756+36.3% | Added |
| Price T Rowe Associates Inc | 171,593 | $10.2M | 0.00% | −46,121−21.2% | Reduced |
| Wells Fargo & Company | 152,294 | $9.06M | 0.00% | −58,409−27.7% | Reduced |
| Blair William & Co | 123,937 | $7.37M | 0.02% | −3,701−2.9% | Reduced |
| Davy Global Fund Management Ltd | 122,554 | $7.29M | 0.50% | +28,803+30.7% | Added |
| Slow Capital, Inc. | 122,495 | $7.29M | 0.87% | +14,993+13.9% | Added |
| Victory Capital Management Inc | 120,933 | $7.20M | 0.00% | +68,716+131.6% | Added |
| SEI Investments Co | 119,396 | $7.10M | 0.01% | +24,255+25.5% | Added |
| Aquatic Capital Management LLC | 118,135 | $7.03M | 0.20% | +78,728+199.8% | Added |
| Verition Fund Management LLC | 114,336 | $6.80M | 0.04% | −117,417−50.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 99,250 | $6.77M | 0.01% | +98,771+20,620.3% | Added |
| Invesco Ltd. | 108,717 | $6.47M | 0.00% | −24,975−18.7% | Reduced |
| Tudor Investment Corp Et Al | 105,326 | $6.27M | 0.03% | −117,228−52.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 105,269 | $6.26M | 0.01% | +105,269 | New |
| Swiss National Bank | 98,800 | $5.88M | 0.00% | +3,700+3.9% | Added |
| UBS Asset Management Americas Inc | 90,731 | $5.40M | 0.00% | +2,546+2.9% | Added |
| Zevenbergen Capital Investments LLC | 88,750 | $5.28M | 0.12% | −24,300−21.5% | Reduced |
| Bourne Lent Asset Management Inc | 88,560 | $5.27M | 1.75% | +200+0.2% | Added |
| Man Group plc | 87,872 | $5.23M | 0.01% | +87,872 | New |
| Bank of New York Mellon Corp | 87,668 | $5.22M | 0.00% | +20,258+30.1% | Added |
| Dimensional Fund Advisors LP | 86,120 | $5.13M | 0.00% | +12,005+16.2% | Added |
| Bridgewater Associates, LP | 82,555 | $4.91M | 0.02% | +4,935+6.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 81,620 | $4.86M | 0.07% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 75,701 | $4.50M | 0.04% | −20,171−21.0% | Reduced |
| Seven Grand Managers, LLC | 75,000 | $4.46M | 0.34% | +75,000 | New |
| Capital Fund Management S.A. | 74,330 | $4.42M | 0.04% | +74,330 | New |
| Picton Mahoney Asset Management | 72,583 | $4.32M | 0.05% | +72,583 | New |
| Royal Bank of Canada | 70,866 | $4.22M | 0.00% | −353,859−83.3% | Reduced |
| Advisors Asset Management, Inc. | 69,214 | $4.12M | 0.07% | +12,990+23.1% | Added |
| Stifel Financial Corp | 65,156 | $3.88M | 0.00% | −7,004−9.7% | Reduced |
| Amundi | 64,421 | $3.83M | 0.00% | +46,343+256.4% | Added |
| Register Financial Advisors LLC | 59,292 | $3.53M | 1.37% | −17,950−23.2% | Reduced |
| 180 Wealth Advisors, LLC | 57,707 | $3.43M | 0.39% | −103−0.2% | Reduced |
| Quantbot Technologies LP | 57,053 | $3.39M | 0.11% | +54,200+1,899.8% | Added |
| D. E. Shaw & Co., Inc. | 55,052 | $3.28M | 0.00% | +45,077+451.9% | Added |
| Legacy Capital Wealth Partners, LLC | 53,174 | $3.16M | 0.68% | 00.0% | Unchanged |
| Citigroup Inc | 53,110 | $3.16M | 0.00% | +8,314+18.6% | Added |
| Legato Capital Management LLC | 51,000 | $3.03M | 0.26% | 00.0% | Unchanged |
| Simplex Trading, LLC | 49,607 | $2.95M | 0.08% | +49,607 | New |
| HRT Financial LP | 45,402 | $2.70M | 0.01% | +45,402 | New |
| Advisor Group Holdings, Inc. | 44,778 | $2.66M | 0.00% | −45,957−50.6% | Reduced |
| California State Teachers Retirement System | 44,611 | $2.65M | 0.00% | −7,011−13.6% | Reduced |
| Bouvel Investment Partners, LLC | 44,282 | $2.63M | 0.76% | −197−0.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 44,175 | $2.63M | 1.00% | −34,050−43.5% | Reduced |
| Tanaka Capital Management Inc | 43,354 | $2.58M | 4.71% | −100−0.2% | Reduced |
| DDD Partners, LLC | 43,134 | $2.57M | 0.16% | −60,477−58.4% | Reduced |
| Ensign Peak Advisors, Inc | 42,958 | $2.56M | 0.00% | −158,783−78.7% | Reduced |
| Commonwealth Equity Services, LLC | 42,783 | $2.55M | 0.00% | +2,108+5.2% | Added |
| AQR Capital Management LLC | 41,769 | $2.49M | 0.00% | +5,631+15.6% | Added |
| Steward Partners Investment Advisory, LLC | 41,522 | $2.47M | 0.01% | +6,154+17.4% | Added |
| State of New Jersey Common Pension Fund D | 40,742 | $2.42M | 0.01% | +40,742 | New |
| Taylor Frigon Capital Management LLC | 40,740 | $2.42M | 1.23% | −3,424−7.8% | Reduced |
| Marathon Capital Management | 39,570 | $2.35M | 0.51% | +55+0.1% | Added |
| Walleye Capital LLC | 38,292 | $2.28M | 0.01% | +19,894+108.1% | Added |
| Mutual Advisors, LLC | 35,561 | $2.12M | 0.05% | −51−0.1% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 28,668 | $2.00M | 0.69% | +30+0.1% | Added |
| Freemont Management S.A. | 33,300 | $1.98M | 0.39% | +22,100+197.3% | Added |