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Livermore
Livermore
ZHEN

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 12 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.

Q4 2025 vs. Q3 2025

How the institutions holding Symbotic Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of SYM: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders3356403+74
Shares104.9M533.9K139.0M+34.6M (+33.2%)
Value$5.66B$28.7M$6.76B+$1.13B (+20.1%)

6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (117)

Institutions that held Symbotic Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Showing the largest 100 of 117 by value.

Institutions new to SYM in Q4 2025
InstitutionSharesValue% of portfolio
Ghisallo Capital Management LLC1,059,400$63.0M2.81%
Citadel Advisors LLC832,009$49.5M0.03%
Jane Street Group, LLC714,250$42.5M0.05%
Marshall Wace, LLP571,381$34.0M0.03%
Burkehill Global Management, LP475,000$28.3M1.86%
Lord, Abbett & Co. LLC400,000$23.8M0.07%
Trexquant Investment LP395,407$23.5M0.21%
Healthcare of Ontario Pension Plan Trust Fund105,269$6.26M0.01%
Man Group plc87,872$5.23M0.01%
Seven Grand Managers, LLC75,000$4.46M0.34%
Capital Fund Management S.A.74,330$4.42M0.04%
Picton Mahoney Asset Management72,583$4.32M0.05%
Simplex Trading, LLC49,607$2.95M0.08%
HRT Financial LP45,402$2.70M0.01%
State of New Jersey Common Pension Fund D40,742$2.42M0.01%
Black Swift Group, LLC33,125$1.97M0.33%
Arrowstreet Capital, Limited Partnership28,010$1.67M0.00%
UNICOM Systems, Inc.27,147$1.62M0.16%
Wealthfront Advisers LLC26,572$1.58M0.00%
Twinbeech Capital LP25,464$1.52M0.11%
Walleye Trading LLC25,458$1.51M0.02%
Headlands Technologies LLC23,515$1.40M0.12%
Fieldview Capital Management, LLC23,198$1.38M0.23%
Fund Advisors of America Inc23,152$1.38M1.26%
Oxford Asset Management LLP22,777$1.36M0.48%
NLB Skladi, upravljanje premozenja, d.o.o.20,465$1.22M0.06%
Arta Finance Wealth Management LLC18,945$1.13M0.58%
Brevan Howard Capital Management LP16,901$1.01M0.02%
Western Financial Corp15,821$941.4K0.37%
Proactive Wealth Strategies LLC14,785$879.7K0.35%
Jump Financial, LLC13,635$811.3K0.01%
Nordwand Advisors, LLC13,435$799.4K0.14%
AlphaCentric Advisors LLC12,500$743.8K0.74%
Quent Capital, LLC12,000$714.0K0.05%
Magnetar Financial LLC11,466$682.2K0.01%
LGL Partners, LLC10,000$595.0K0.25%
Clear Creek Financial Management, LLC9,972$593.3K0.05%
Wiley Bros.-Aintree Capital, LLC9,407$559.7K0.00%
Havemeyer Place LP9,344$556.0K0.11%
PharVision Advisers, LLC8,911$530.2K0.27%
Circle Wealth Management, LLC8,357$497.2K0.01%
Readystate Asset Management LP7,905$470.3K0.02%
Hunting Hill Global Capital, LLC7,876$468.6K0.46%
Littlejohn Financial Services, Inc.7,556$449.6K0.33%
Blueshift Asset Management, LLC7,553$449.4K0.13%
Alchemi Wealth, LLC7,100$422.4K0.23%
Werlinich Asset Management, LLC6,683$402.8K0.20%
Ossiam6,278$373.5K0.01%
ExodusPoint Capital Management, LP5,921$352.3K0.00%
Laffer Tengler Investments5,898$350.9K0.05%
Massar Capital Management, LP5,738$341.4K0.07%
Osbon Capital Management LLC5,616$334.1K0.31%
Intrepid Financial Planning Group LLC5,590$332.6K0.13%
International Assets Investment Management, LLC5,544$329.9K0.02%
Counterpoint Mutual Funds LLC5,201$309.5K0.02%
Zazove Associates LLC5,000$297.5K0.03%
Canada Pension Plan Investment Board4,900$291.6K0.00%
Polymer Capital Management (US) LLC4,684$278.7K0.04%
Wealthcare Advisory Partners LLC4,595$273.4K0.01%
Northwest & Ethical Investments L.P.4,500$271.3K0.01%
CIBC Asset Management Inc4,375$260.3K0.00%
Oppenheimer & Co Inc4,334$257.9K0.00%
Tannin Capital LLC4,235$252.0K0.23%
Schroder Investment Management Group4,144$249.8K0.00%
Foundations Investment Advisors, LLC4,185$249.0K0.00%
Squarepoint Ops LLC4,167$247.9K0.00%
Parsons Capital Management Inc4,125$245.4K0.01%
Mangrove Partners4,103$244.1K0.02%
Gsa Capital Partners LLP4,002$238.0K0.02%
Perennial Investment Advisors, LLC3,845$228.8K0.02%
Wedbush Securities Inc3,691$220.0K0.01%
Churchill Financial Advisors, LLC3,620$215.4K0.07%
Resources Investment Advisors, LLC.3,609$214.7K0.00%
Laurel Oak Wealth Management, LLC3,533$210.2K0.04%
Mayport, LLC3,500$208.3K0.04%
Aldebaran Financial Inc.3,430$206.7K0.19%
Total Investment Management Inc3,400$202.3K0.03%
Flagship Harbor Advisors, LLC2,132$126.9K0.01%
SageView Advisory Group, LLC1,785$106.2K0.00%
Centaurus Financial, Inc.1,736$103.0K0.00%
Aster Capital Management (DIFC) Ltd1,690$100.6K0.04%
Vega Investment Solutions1,101$65.5K0.01%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.927$55.2K0.00%
Keating Financial Advisory Services, Inc.613$36.5K0.00%
Quarry LP600$35.7K0.01%
Sound Income Strategies, LLC360$24.3K0.00%
DV Trading LLC300$17.9K0.00%
Greenline Wealth Management LLC299$17.8K0.02%
Los Angeles Capital Management LLC224$17.3K0.00%
Quattro Advisors LLC272$16.2K0.01%
Eurizon Capital SGR S.p.A.267$16.1K0.00%
Financial Consulate, Inc250$14.9K0.00%
Penserra Capital Management LLC238$14.0K0.00%
SHP Wealth Management200$11.9K0.00%
McGuire Capital Advisors Inc116$6.90K0.00%
Bank of Jackson Hole Trust112$6.66K0.00%
Evolution Wealth Management Inc.100$5.95K0.00%
First Command Advisory Services, Inc.82$4.88K0.00%
Investors Portfolio Services LLC50$2.98K0.00%
Gordian Capital Singapore Pte Ltd800$2.62K0.00%

Sold out (43)

Institutions that held Symbotic Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of SYM in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Amanah Holdings Trust510,000$27.5M
Voloridge Investment Management, LLC229,620$12.4M
Robocap Asset Management Ltd72,574$3.91M
Engineers Gate Manager LP44,239$2.38M
Group One Trading, L.P.23,357$1.26M
Element Squared LLC21,081$1.14M
Oddo BHF Asset Management SAS17,261$930.4K
XTX Topco Ltd14,428$777.7K
J.W. Cole Advisors, Inc.13,718$739.4K
Marex Group plc12,422$668.8K
FORA Capital, LLC10,060$542.2K
Riverbridge Partners LLC9,219$496.9K
Hunter Associates Investment Management LLC8,975$485.0K
Banque Cantonale Vaudoise8,387$452.0K
Teacher Retirement System of Texas6,380$343.9K
D.A. Davidson & Co.6,332$341.3K
Ieq Capital, LLC6,307$339.9K
Parallax Volatility Advisers, L.P.6,269$337.9K
Wellington Shields & Co., LLC5,750$309.9K
Carr Financial Group Corp4,600$247.9K
MWA Asset Management4,520$243.6K
Patten Group, Inc.4,230$228.0K
World Equity Group, Inc.4,175$225.0K
Susquehanna International Group, LLP4,169$224.7K
DnB Asset Management AS4,159$224.2K
Jain Global LLC4,006$215.9K
New Republic Capital, LLC3,771$203.3K
Wellington Shields Capital Management, LLC3,581$193.0K
Asset Management One Co.,Ltd.2,942$158.6K
Newbridge Financial Services Group, Inc.800$43.1K
Principal Securities, Inc.439$23.7K
Wealthspire Advisors, LLC147$7.92K
Ci Investments Inc.120$6.00K
Ameritas Advisory Services, LLC100$5.39K
GPS Wealth Strategies Group, LLC50$2.69K
Financial Connections Group, Inc.40$2.00K
Koesten, Hirschmann & Crabtree, INC.25$1.35K
Rise Advisors, LLC22$1.19K
Atlantic Union Bankshares Corp20$1.08K
Caitong International Asset Management Co., Ltd10$539
SWAN Capital LLC7$377
FNY Investment Advisers, LLC14$0
Cloud Capital Management, LLC2$0

Not filed for Q4 2025 yet (6)

Institutions that held Symbotic Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SYM in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Thematics Asset Management255,465$13.8M
AXA Investment Managers S.A.220,931$11.9M
Wolverine Trading, LLC49,005$2.63M
Stonegate Investment Group, LLC7,036$379.2K
Accredited Wealth Management, LLC1,423$270
Hemington Wealth Management12$0