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 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 12,441,000 | $740.2M | 0.62% | −242,739−1.9% | Reduced |
| Walmart Inc. | 15,000,000 | $892.5M | 91.60% | 00.0% | Unchanged |
| Softbank Group Corp | 39,825,312 | $2.37B | 15.32% | 00.0% | Unchanged |
| Amanah Holdings Trust | 0 | $0 | 0.00% | −510,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −229,620−100.0% | Sold out |
| Robocap Asset Management Ltd | 0 | $0 | 0.00% | −72,574−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −44,239−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −23,357−100.0% | Sold out |
| Element Squared LLC | 0 | $0 | 0.00% | −21,081−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −17,261−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,428−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −13,718−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −12,422−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −10,060−100.0% | Sold out |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −9,219−100.0% | Sold out |
| Hunter Associates Investment Management LLC | 0 | $0 | 0.00% | −8,975−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −8,387−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −6,380−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −6,332−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −6,307−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −6,269−100.0% | Sold out |
| Wellington Shields & Co., LLC | 0 | $0 | 0.00% | −5,750−100.0% | Sold out |
| Carr Financial Group Corp | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| MWA Asset Management | 0 | $0 | 0.00% | −4,520−100.0% | Sold out |
| Patten Group, Inc. | 0 | $0 | 0.00% | −4,230−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −4,175−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −4,169−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −4,159−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −4,006−100.0% | Sold out |
| New Republic Capital, LLC | 0 | $0 | 0.00% | −3,771−100.0% | Sold out |
| Wellington Shields Capital Management, LLC | 0 | $0 | 0.00% | −3,581−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −2,942−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Thematics Asset Management | – | – | – | – | Not filed |
| AXA Investment Managers S.A. | – | – | – | – | Not filed |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Stonegate Investment Group, LLC | – | – | – | – | Not filed |
| Accredited Wealth Management, LLC | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |