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 |
|---|---|---|---|---|---|
| Barton Investment Management | 30,658 | $1.82M | 0.20% | +233+0.8% | Added |
| Black Swift Group, LLC | 33,125 | $1.97M | 0.33% | +33,125 | New |
| Cetera Investment Advisers | 33,136 | $1.97M | 0.00% | −3,941−10.6% | Reduced |
| Freemont Management S.A. | 33,300 | $1.98M | 0.39% | +22,100+197.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 28,668 | $2.00M | 0.69% | +30+0.1% | Added |
| Mutual Advisors, LLC | 35,561 | $2.12M | 0.05% | −51−0.1% | Reduced |
| Walleye Capital LLC | 38,292 | $2.28M | 0.01% | +19,894+108.1% | Added |
| Marathon Capital Management | 39,570 | $2.35M | 0.51% | +55+0.1% | Added |
| Taylor Frigon Capital Management LLC | 40,740 | $2.42M | 1.23% | −3,424−7.8% | Reduced |
| State of New Jersey Common Pension Fund D | 40,742 | $2.42M | 0.01% | +40,742 | New |
| Steward Partners Investment Advisory, LLC | 41,522 | $2.47M | 0.01% | +6,154+17.4% | Added |
| AQR Capital Management LLC | 41,769 | $2.49M | 0.00% | +5,631+15.6% | Added |
| Commonwealth Equity Services, LLC | 42,783 | $2.55M | 0.00% | +2,108+5.2% | Added |
| Ensign Peak Advisors, Inc | 42,958 | $2.56M | 0.00% | −158,783−78.7% | Reduced |
| DDD Partners, LLC | 43,134 | $2.57M | 0.16% | −60,477−58.4% | Reduced |
| Tanaka Capital Management Inc | 43,354 | $2.58M | 4.71% | −100−0.2% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 44,175 | $2.63M | 1.00% | −34,050−43.5% | Reduced |
| Bouvel Investment Partners, LLC | 44,282 | $2.63M | 0.76% | −197−0.4% | Reduced |
| California State Teachers Retirement System | 44,611 | $2.65M | 0.00% | −7,011−13.6% | Reduced |
| Advisor Group Holdings, Inc. | 44,778 | $2.66M | 0.00% | −45,957−50.6% | Reduced |
| HRT Financial LP | 45,402 | $2.70M | 0.01% | +45,402 | New |
| Simplex Trading, LLC | 49,607 | $2.95M | 0.08% | +49,607 | New |
| Legato Capital Management LLC | 51,000 | $3.03M | 0.26% | 00.0% | Unchanged |
| Citigroup Inc | 53,110 | $3.16M | 0.00% | +8,314+18.6% | Added |
| Legacy Capital Wealth Partners, LLC | 53,174 | $3.16M | 0.68% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 55,052 | $3.28M | 0.00% | +45,077+451.9% | Added |
| Quantbot Technologies LP | 57,053 | $3.39M | 0.11% | +54,200+1,899.8% | Added |
| 180 Wealth Advisors, LLC | 57,707 | $3.43M | 0.39% | −103−0.2% | Reduced |
| Register Financial Advisors LLC | 59,292 | $3.53M | 1.37% | −17,950−23.2% | Reduced |
| Amundi | 64,421 | $3.83M | 0.00% | +46,343+256.4% | Added |
| Stifel Financial Corp | 65,156 | $3.88M | 0.00% | −7,004−9.7% | Reduced |
| Advisors Asset Management, Inc. | 69,214 | $4.12M | 0.07% | +12,990+23.1% | Added |
| Royal Bank of Canada | 70,866 | $4.22M | 0.00% | −353,859−83.3% | Reduced |
| Picton Mahoney Asset Management | 72,583 | $4.32M | 0.05% | +72,583 | New |
| Capital Fund Management S.A. | 74,330 | $4.42M | 0.04% | +74,330 | New |
| Seven Grand Managers, LLC | 75,000 | $4.46M | 0.34% | +75,000 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 75,701 | $4.50M | 0.04% | −20,171−21.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 81,620 | $4.86M | 0.07% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 82,555 | $4.91M | 0.02% | +4,935+6.4% | Added |
| Dimensional Fund Advisors LP | 86,120 | $5.13M | 0.00% | +12,005+16.2% | Added |
| Bank of New York Mellon Corp | 87,668 | $5.22M | 0.00% | +20,258+30.1% | Added |
| Man Group plc | 87,872 | $5.23M | 0.01% | +87,872 | New |
| Bourne Lent Asset Management Inc | 88,560 | $5.27M | 1.75% | +200+0.2% | Added |
| Zevenbergen Capital Investments LLC | 88,750 | $5.28M | 0.12% | −24,300−21.5% | Reduced |
| UBS Asset Management Americas Inc | 90,731 | $5.40M | 0.00% | +2,546+2.9% | Added |
| Swiss National Bank | 98,800 | $5.88M | 0.00% | +3,700+3.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 105,269 | $6.26M | 0.01% | +105,269 | New |
| Tudor Investment Corp Et Al | 105,326 | $6.27M | 0.03% | −117,228−52.7% | Reduced |
| Invesco Ltd. | 108,717 | $6.47M | 0.00% | −24,975−18.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 99,250 | $6.77M | 0.01% | +98,771+20,620.3% | Added |
| Verition Fund Management LLC | 114,336 | $6.80M | 0.04% | −117,417−50.7% | Reduced |
| Aquatic Capital Management LLC | 118,135 | $7.03M | 0.20% | +78,728+199.8% | Added |
| SEI Investments Co | 119,396 | $7.10M | 0.01% | +24,255+25.5% | Added |
| Victory Capital Management Inc | 120,933 | $7.20M | 0.00% | +68,716+131.6% | Added |
| Slow Capital, Inc. | 122,495 | $7.29M | 0.87% | +14,993+13.9% | Added |
| Davy Global Fund Management Ltd | 122,554 | $7.29M | 0.50% | +28,803+30.7% | Added |
| Blair William & Co | 123,937 | $7.37M | 0.02% | −3,701−2.9% | Reduced |
| Wells Fargo & Company | 152,294 | $9.06M | 0.00% | −58,409−27.7% | Reduced |
| Price T Rowe Associates Inc | 171,593 | $10.2M | 0.00% | −46,121−21.2% | Reduced |
| Northern Trust Corp | 175,447 | $10.4M | 0.00% | +46,756+36.3% | Added |
| Voleon Capital Management LP | 194,161 | $11.6M | 0.25% | +122,367+170.4% | Added |
| LPL Financial LLC | 218,029 | $13.0M | 0.00% | +35,557+19.5% | Added |
| Legal & General Group Plc | 249,897 | $14.9M | 0.00% | −26,982−9.7% | Reduced |
| S Squared Technology, LLC | 264,126 | $15.7M | 6.09% | −85,874−24.5% | Reduced |
| Millennium Management LLC | 272,387 | $16.2M | 0.01% | +87,401+47.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 277,138 | $16.5M | 0.04% | −15,839−5.4% | Reduced |
| Exchange Traded Concepts, LLC | 327,179 | $19.5M | 0.16% | −19,896−5.7% | Reduced |
| BNP Paribas Arbitrage, SA | 330,320 | $19.7M | 0.01% | +44,690+15.6% | Added |
| Charles Schwab Investment Management Inc | 347,944 | $20.7M | 0.00% | +61,247+21.4% | Added |
| Trexquant Investment LP | 395,407 | $23.5M | 0.21% | +395,407 | New |
| Lord, Abbett & Co. LLC | 400,000 | $23.8M | 0.07% | +400,000 | New |
| Two Sigma Advisers, LP | 411,000 | $24.5M | 0.05% | +280,400+214.7% | Added |
| Handelsbanken Fonder AB | 423,020 | $25.2M | 0.08% | +148,842+54.3% | Added |
| First Trust Advisors LP | 423,633 | $25.2M | 0.02% | +72,612+20.7% | Added |
| Franklin Resources Inc | 437,795 | $26.0M | 0.01% | +163,640+59.7% | Added |
| Hood River Capital Management LLC | 453,992 | $27.0M | 0.30% | +31,782+7.5% | Added |
| Burkehill Global Management, LP | 475,000 | $28.3M | 1.86% | +475,000 | New |
| State Street Corp | 486,716 | $29.0M | 0.00% | +125,929+34.9% | Added |
| TCW Group Inc | 562,560 | $33.5M | 0.24% | +56,458+11.2% | Added |
| Marshall Wace, LLP | 571,381 | $34.0M | 0.03% | +571,381 | New |
| Navis Wealth Advisors, LLC | 26,083,643 | $36.9M | 15.63% | +26,079,821+682,360.6% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 642,913 | $38.3M | 0.25% | +53,026+9.0% | Added |
| Two Sigma Investments, LP | 713,306 | $42.4M | 0.06% | +463,890+186.0% | Added |
| Jane Street Group, LLC | 714,250 | $42.5M | 0.05% | +714,250 | New |
| Geode Capital Management, LLC | 727,309 | $43.3M | 0.00% | +104,789+16.8% | Added |
| Allspring Global Investments Holdings, LLC | 726,411 | $47.1M | 0.08% | +136,111+23.1% | Added |
| Citadel Advisors LLC | 832,009 | $49.5M | 0.03% | +832,009 | New |
| Goldman Sachs Group Inc | 872,600 | $51.9M | 0.01% | +614,815+238.5% | Added |
| UBS Group AG | 900,474 | $53.6M | 0.01% | −205,296−18.6% | Reduced |
| Renaissance Technologies LLC | 905,700 | $53.9M | 0.08% | +177,800+24.4% | Added |
| Raymond James Financial Inc | 952,118 | $56.7M | 0.02% | +49,393+5.5% | Added |
| Ghisallo Capital Management LLC | 1,059,400 | $63.0M | 2.81% | +1,059,400 | New |
| Bank of America Corp | 1,215,529 | $72.3M | 0.01% | +422,460+53.3% | Added |
| BlackRock, Inc. | 1,261,539 | $75.1M | 0.00% | +194,578+18.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,331,765 | $79.3M | 0.12% | +36,910+2.9% | Added |
| FMR LLC | 1,712,079 | $101.9M | 0.01% | +1,651,075+2,706.5% | Added |
| JPMorgan Chase & Co | 2,174,372 | $129.4M | 0.01% | +2,148,315+8,244.7% | Added |
| Morgan Stanley | 2,530,874 | $150.6M | 0.01% | +1,165,513+85.4% | Added |
| SVF Sponsor III (DE) LLC | 5,590,000 | $332.6M | 100.00% | −3,500,000−38.5% | Reduced |
| Vanguard Group Inc | 6,932,158 | $412.5M | 0.01% | +2,237,137+47.6% | Added |