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 |
|---|---|---|---|---|---|
| Rocky Mountain Advisers, LLC | 668 | $39.7K | 0.01% | 00.0% | Unchanged |
| Strategic Advocates LLC | 770 | $46.4K | 0.01% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 927 | $55.2K | 0.00% | +927 | New |
| Comerica Bank | 994 | $59.1K | 0.00% | −147−12.9% | Reduced |
| Clearstead Advisors, LLC | 1,000 | $59.5K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $59.5K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,005 | $59.8K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 1,101 | $65.5K | 0.01% | +1,101 | New |
| Armstrong Advisory Group, Inc | 1,290 | $76.8K | 0.01% | −1,812−58.4% | Reduced |
| IAG Wealth Partners, LLC | 1,354 | $80.6K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 1,419 | $84.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,690 | $100.6K | 0.04% | +1,690 | New |
| KBC Group NV | 1,699 | $101.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,736 | $103.0K | 0.00% | +1,736 | New |
| Rhumbline Advisers | 1,769 | $105.3K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,785 | $106.2K | 0.00% | +1,785 | New |
| Crewe Advisors LLC | 1,900 | $113.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,922 | $114.4K | 0.00% | +406+26.8% | Added |
| Gables Capital Management Inc. | 2,000 | $119.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,030 | $120.8K | 0.00% | +530+35.3% | Added |
| AdvisorNet Financial, Inc | 2,041 | $121.4K | 0.01% | +1,203+143.6% | Added |
| Quest Partners LLC | 2,059 | $122.5K | 0.01% | −460−18.3% | Reduced |
| Flagship Harbor Advisors, LLC | 2,132 | $126.9K | 0.01% | +2,132 | New |
| US Bancorp | 2,608 | $155.2K | 0.00% | +31+1.2% | Added |
| Global Retirement Partners, LLC | 2,609 | $155.2K | 0.00% | −2,139−45.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 2,694 | $160.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 3,070 | $182.7K | 0.00% | +1,070+53.5% | Added |
| Once Capital Management, LLC | 3,400 | $202.3K | 0.05% | +1,700+100.0% | Added |
| Total Investment Management Inc | 3,400 | $202.3K | 0.03% | +3,400 | New |
| Aldebaran Financial Inc. | 3,430 | $206.7K | 0.19% | +3,430 | New |
| Mayport, LLC | 3,500 | $208.3K | 0.04% | +3,500 | New |
| Sanctuary Advisors, LLC | 3,501 | $208.3K | 0.00% | −1,658−32.1% | Reduced |
| Laurel Oak Wealth Management, LLC | 3,533 | $210.2K | 0.04% | +3,533 | New |
| MCF Advisors LLC | 3,564 | $212.1K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 3,609 | $214.7K | 0.00% | +3,609 | New |
| Stonebridge Capital Advisors LLC | 3,618 | $215.3K | 0.01% | −450−11.1% | Reduced |
| Churchill Financial Advisors, LLC | 3,620 | $215.4K | 0.07% | +3,620 | New |
| RDA Financial Network | 3,639 | $216.5K | 0.05% | −2,138−37.0% | Reduced |
| Wedbush Securities Inc | 3,691 | $220.0K | 0.01% | +3,691 | New |
| TD Asset Management Inc | 3,753 | $223.3K | 0.00% | −101−2.6% | Reduced |
| Oak Associates, Ltd | 3,808 | $226.6K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,811 | $226.8K | 0.01% | +3,749+6,046.8% | Added |
| Perennial Investment Advisors, LLC | 3,845 | $228.8K | 0.02% | +3,845 | New |
| Toroso Investments, LLC | 3,908 | $232.5K | 0.00% | −1,867,522−99.8% | Reduced |
| Calton & Associates, Inc. | 3,999 | $237.9K | 0.03% | −1,700−29.8% | Reduced |
| Intergy Private Wealth, LLC | 4,000 | $238.0K | 0.07% | −5,000−55.6% | Reduced |
| VGI Partners Ltd | 4,000 | $238.0K | 0.01% | −3,538−46.9% | Reduced |
| Gsa Capital Partners LLP | 4,002 | $238.0K | 0.02% | +4,002 | New |
| Mangrove Partners | 4,103 | $244.1K | 0.02% | +4,103 | New |
| Parsons Capital Management Inc | 4,125 | $245.4K | 0.01% | +4,125 | New |
| CIBC Private Wealth Group, LLC | 4,161 | $247.6K | 0.00% | +2,315+125.4% | Added |
| Squarepoint Ops LLC | 4,167 | $247.9K | 0.00% | +4,167 | New |
| Foundations Investment Advisors, LLC | 4,185 | $249.0K | 0.00% | +4,185 | New |
| Schroder Investment Management Group | 4,144 | $249.8K | 0.00% | +4,144 | New |
| Tannin Capital LLC | 4,235 | $252.0K | 0.23% | +4,235 | New |
| Hodges Capital Management Inc. | 4,250 | $252.9K | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 4,290 | $255.3K | 0.00% | +1,491+53.3% | Added |
| Polen Capital Management LLC | 4,298 | $255.7K | 0.00% | −4,087−48.7% | Reduced |
| Oppenheimer & Co Inc | 4,334 | $257.9K | 0.00% | +4,334 | New |
| CIBC Asset Management Inc | 4,375 | $260.3K | 0.00% | +4,375 | New |
| Cresset Asset Management, LLC | 4,413 | $262.6K | 0.00% | −49−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,493 | $267.3K | 0.00% | +224+5.2% | Added |
| Northwest & Ethical Investments L.P. | 4,500 | $271.3K | 0.01% | +4,500 | New |
| Creative Planning | 4,576 | $272.3K | 0.00% | +335+7.9% | Added |
| Wealthcare Advisory Partners LLC | 4,595 | $273.4K | 0.01% | +4,595 | New |
| Polymer Capital Management (US) LLC | 4,684 | $278.7K | 0.04% | +4,684 | New |
| Midwest Professional Planners, LTD. | 4,729 | $281.4K | 0.07% | +525+12.5% | Added |
| Leonteq Securities AG | 4,735 | $281.7K | 0.02% | −3,211−40.4% | Reduced |
| Canada Pension Plan Investment Board | 4,900 | $291.6K | 0.00% | +4,900 | New |
| Zazove Associates LLC | 5,000 | $297.5K | 0.03% | +5,000 | New |
| Warren Averett Asset Management, LLC | 5,005 | $297.8K | 0.00% | +492+10.9% | Added |
| Kovack Advisors, Inc. | 5,015 | $298.4K | 0.01% | −3,962−44.1% | Reduced |
| Thrivent Financial for Lutherans | 5,027 | $303.0K | 0.00% | +117+2.4% | Added |
| Scientech Research LLC | 5,130 | $305.2K | 0.19% | −4,765−48.2% | Reduced |
| Moors & Cabot, Inc. | 5,200 | $309.4K | 0.01% | +100+2.0% | Added |
| Counterpoint Mutual Funds LLC | 5,201 | $309.5K | 0.02% | +5,201 | New |
| Envestnet Asset Management Inc | 5,241 | $311.8K | 0.00% | −9,056−63.3% | Reduced |
| Private Trust Co NA | 5,250 | $312.4K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,297 | $315.1K | 0.00% | +2,593+95.9% | Added |
| Public Employees Retirement Association of Colorado | 5,356 | $319.0K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 5,534 | $329.3K | 0.00% | −645−10.4% | Reduced |
| International Assets Investment Management, LLC | 5,544 | $329.9K | 0.02% | +5,544 | New |
| IHT Wealth Management, LLC | 5,582 | $332.1K | 0.01% | +35+0.6% | Added |
| Intrepid Financial Planning Group LLC | 5,590 | $332.6K | 0.13% | +5,590 | New |
| Balyasny Asset Management LLC | 5,603 | $333.4K | 0.00% | −30,022−84.3% | Reduced |
| Osbon Capital Management LLC | 5,616 | $334.1K | 0.31% | +5,616 | New |
| Palumbo Wealth Management LLC | 5,676 | $337.7K | 0.08% | +581+11.4% | Added |
| Sigma Planning Corp | 5,703 | $339.3K | 0.01% | −250−4.2% | Reduced |
| Massar Capital Management, LP | 5,738 | $341.4K | 0.07% | +5,738 | New |
| CoreCap Advisors, LLC | 5,746 | $341.9K | 0.01% | −8,394−59.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,753 | $342.3K | 0.00% | +266+4.8% | Added |
| Vontobel Holding Ltd. | 5,800 | $345.1K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 5,898 | $350.9K | 0.05% | +5,898 | New |
| ExodusPoint Capital Management, LP | 5,921 | $352.3K | 0.00% | +5,921 | New |
| Ossiam | 6,278 | $373.5K | 0.01% | +6,278 | New |
| Phoenix Holdings Ltd. | 6,200 | $373.6K | 0.00% | −100−1.6% | Reduced |
| SlateStone Wealth, LLC | 6,305 | $375.0K | 0.03% | +10+0.2% | Added |
| The PNC Financial Services Group, Inc. | 6,352 | $377.9K | 0.00% | −275−4.1% | Reduced |
| JustInvest LLC | 6,426 | $382.3K | 0.00% | +71+1.1% | Added |
| Van Eck Associates Corp | 6,545 | $389.0K | 0.00% | +715+12.3% | Added |