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 |
|---|---|---|---|---|---|
| Onyx Bridge Wealth Group LLC | 6,557 | $390.1K | 0.04% | −83−1.3% | Reduced |
| Werlinich Asset Management, LLC | 6,683 | $402.8K | 0.20% | +6,683 | New |
| MML Investors Services, LLC | 6,771 | $402.9K | 0.00% | −79−1.2% | Reduced |
| Willis Johnson & Associates, Inc. | 7,015 | $417.4K | 0.03% | −185−2.6% | Reduced |
| Alchemi Wealth, LLC | 7,100 | $422.4K | 0.23% | +7,100 | New |
| Addison Capital Co | 7,375 | $438.8K | 0.11% | +3,375+84.4% | Added |
| Somerset Trust Co | 7,377 | $438.9K | 0.13% | −1,102−13.0% | Reduced |
| Blueshift Asset Management, LLC | 7,553 | $449.4K | 0.13% | +7,553 | New |
| Littlejohn Financial Services, Inc. | 7,556 | $449.6K | 0.33% | +7,556 | New |
| Kestra Advisory Services, LLC | 7,731 | $460.0K | 0.00% | −881−10.2% | Reduced |
| Pictet Asset Management Holding SA | 7,733 | $460.1K | 0.00% | +321+4.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,641 | $467.9K | 0.00% | +1,372+26.0% | Added |
| Hunting Hill Global Capital, LLC | 7,876 | $468.6K | 0.46% | +7,876 | New |
| Readystate Asset Management LP | 7,905 | $470.3K | 0.02% | +7,905 | New |
| Mark Sheptoff Financial Planning, LLC | 7,950 | $473.0K | 0.23% | −1,100−12.2% | Reduced |
| Advisory Services Network, LLC | 8,048 | $478.8K | 0.01% | +4,855+152.1% | Added |
| Circle Wealth Management, LLC | 8,357 | $497.2K | 0.01% | +8,357 | New |
| Mercer Global Advisors Inc | 8,435 | $501.9K | 0.00% | +2,056+32.2% | Added |
| Natixis | 8,445 | $502.5K | 0.00% | +135+1.6% | Added |
| PharVision Advisers, LLC | 8,911 | $530.2K | 0.27% | +8,911 | New |
| SG Americas Securities, LLC | 8,980 | $534.0K | 0.00% | −64,976−87.9% | Reduced |
| Tyche Wealth Partners LLC | 8,990 | $534.9K | 0.08% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 9,000 | $535.5K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 9,006 | $535.9K | 0.01% | −3,324−27.0% | Reduced |
| Sunbelt Securities, Inc. | 9,203 | $547.6K | 0.04% | −200−2.1% | Reduced |
| Colony Group, LLC | 9,691 | $548.6K | 0.00% | +1,993+25.9% | Added |
| Havemeyer Place LP | 9,344 | $556.0K | 0.11% | +9,344 | New |
| Wiley Bros.-Aintree Capital, LLC | 9,407 | $559.7K | 0.00% | +9,407 | New |
| SBI Securities Co., Ltd. | 9,462 | $563.0K | 0.01% | +817+9.5% | Added |
| Veracity Capital LLC | 9,538 | $567.5K | 0.17% | +832+9.6% | Added |
| GWM Advisors LLC | 9,711 | $577.8K | 0.00% | +7,145+278.4% | Added |
| CWM, LLC | 9,844 | $586.0K | 0.00% | −1,247−11.2% | Reduced |
| Versor Investments LP | 9,900 | $589.0K | 0.09% | −529−5.1% | Reduced |
| Clear Creek Financial Management, LLC | 9,972 | $593.3K | 0.05% | +9,972 | New |
| LGL Partners, LLC | 10,000 | $595.0K | 0.25% | +10,000 | New |
| Jones Financial Companies LLLP | 10,124 | $602.4K | 0.00% | +2,090+26.0% | Added |
| Rockefeller Capital Management L.P. | 10,243 | $609.5K | 0.00% | +1,223+13.6% | Added |
| Central Pacific Bank - Trust Division | 10,328 | $614.5K | 0.08% | +777+8.1% | Added |
| Hussman Strategic Advisors, Inc. | 10,500 | $624.8K | 0.15% | −10,500−50.0% | Reduced |
| Captrust Financial Advisors | 10,582 | $629.6K | 0.00% | +643+6.5% | Added |
| Rakuten Securities, Inc. | 10,630 | $632.5K | 0.21% | +1,200+12.7% | Added |
| KLP Kapitalforvaltning AS | 10,700 | $636.6K | 0.00% | +700+7.0% | Added |
| Frontier Capital Management Co LLC | 11,298 | $672.2K | 0.01% | −181,987−94.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,359 | $675.9K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 11,375 | $676.8K | 0.00% | +236+2.1% | Added |
| Magnetar Financial LLC | 11,466 | $682.2K | 0.01% | +11,466 | New |
| Quent Capital, LLC | 12,000 | $714.0K | 0.05% | +12,000 | New |
| Vident Advisory, LLC | 12,282 | $730.8K | 0.01% | −1,231−9.1% | Reduced |
| State of Wisconsin Investment Board | 12,294 | $731.5K | 0.00% | −3,580−22.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,365 | $743.1K | 0.00% | −17,223−58.2% | Reduced |
| AlphaCentric Advisors LLC | 12,500 | $743.8K | 0.74% | +12,500 | New |
| PDT Partners, LLC | 12,616 | $750.7K | 0.05% | −21,262−62.8% | Reduced |
| Pinnacle Associates Ltd | 13,112 | $780.2K | 0.01% | +137+1.1% | Added |
| Nordwand Advisors, LLC | 13,435 | $799.4K | 0.14% | +13,435 | New |
| Darden Wealth Group Inc | 13,475 | $801.8K | 0.39% | +7,325+119.1% | Added |
| Jump Financial, LLC | 13,635 | $811.3K | 0.01% | +13,635 | New |
| Arizona State Retirement System | 14,128 | $840.6K | 0.00% | −384−2.6% | Reduced |
| Greenwood Gearhart Inc | 14,217 | $845.9K | 0.05% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 14,785 | $879.7K | 0.35% | +14,785 | New |
| Fortis Group Advisors, LLC | 16,898 | $918.7K | 0.15% | +11,801+231.5% | Added |
| Western Financial Corp | 15,821 | $941.4K | 0.37% | +15,821 | New |
| Financial Engines Advisors L.L.C. | 16,016 | $953.0K | 0.00% | +6,190+63.0% | Added |
| Retirement Planning Co of New England, Inc. | 16,395 | $975.5K | 0.39% | −10,189−38.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15,095 | $979.2K | 0.00% | −7,344−32.7% | Reduced |
| Arkadios Wealth Advisors | 16,679 | $992.4K | 0.02% | +3,534+26.9% | Added |
| Brevan Howard Capital Management LP | 16,901 | $1.01M | 0.02% | +16,901 | New |
| Private Advisor Group, LLC | 17,187 | $1.02M | 0.00% | +10,996+177.6% | Added |
| Green Alpha Advisors, LLC | 17,557 | $1.04M | 0.96% | +7,223+69.9% | Added |
| Arta Finance Wealth Management LLC | 18,945 | $1.13M | 0.58% | +18,945 | New |
| Ameriprise Financial Inc | 19,886 | $1.18M | 0.00% | +1,479+8.0% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 20,465 | $1.22M | 0.06% | +20,465 | New |
| Pathstone Holdings, LLC | 20,522 | $1.22M | 0.00% | +6,010+41.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 20,666 | $1.23M | 0.00% | +1,707+9.0% | Added |
| EverSource Wealth Advisors, LLC | 20,767 | $1.24M | 0.05% | −21,953−51.4% | Reduced |
| Janus Henderson Group PLC | 21,280 | $1.27M | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 21,552 | $1.28M | 0.00% | −9,580−30.8% | Reduced |
| Russell Investments Group, Ltd. | 22,465 | $1.34M | 0.00% | +2,727+13.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,550 | $1.34M | 0.00% | −2,150−8.7% | Reduced |
| Oxford Asset Management LLP | 22,777 | $1.36M | 0.48% | +22,777 | New |
| Fund Advisors of America Inc | 23,152 | $1.38M | 1.26% | +23,152 | New |
| Fieldview Capital Management, LLC | 23,198 | $1.38M | 0.23% | +23,198 | New |
| Spire Wealth Management | 23,401 | $1.39M | 0.05% | +1,474+6.7% | Added |
| Headlands Technologies LLC | 23,515 | $1.40M | 0.12% | +23,515 | New |
| HighTower Advisors, LLC | 24,038 | $1.43M | 0.00% | −2,518−9.5% | Reduced |
| Kestra Private Wealth Services, LLC | 24,661 | $1.47M | 0.02% | +13,063+112.6% | Added |
| Walleye Trading LLC | 25,458 | $1.51M | 0.02% | +25,458 | New |
| Twinbeech Capital LP | 25,464 | $1.52M | 0.11% | +25,464 | New |
| M&T Bank Corp | 25,745 | $1.53M | 0.00% | −1,627−5.9% | Reduced |
| Grove Street Fiduciary, LLC | 26,500 | $1.58M | 0.66% | −8,500−24.3% | Reduced |
| Wealthfront Advisers LLC | 26,572 | $1.58M | 0.00% | +26,572 | New |
| Prospera Financial Services Inc | 26,574 | $1.58M | 0.03% | +11,552+76.9% | Added |
| Integrity Alliance, LLC. | 27,036 | $1.61M | 0.06% | +19,830+275.2% | Added |
| UNICOM Systems, Inc. | 27,147 | $1.62M | 0.16% | +27,147 | New |
| Empowered Funds, LLC | 27,957 | $1.66M | 0.03% | −3,793−11.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 28,010 | $1.67M | 0.00% | +28,010 | New |
| Mariner, LLC | 28,254 | $1.68M | 0.00% | +20,331+256.6% | Added |
| Barclays PLC | 28,311 | $1.68M | 0.00% | +28,280+91,225.8% | Added |
| Perigon Wealth Management, LLC | 30,025 | $1.79M | 0.03% | +525+1.8% | Added |
| Algert Global LLC | 30,090 | $1.79M | 0.03% | +24,650+453.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 30,622 | $1.82M | 0.78% | −2,383−7.2% | Reduced |