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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 33,136 | $1.97M | 0.00% | −3,941−10.6% | Reduced |
| Black Swift Group, LLC | 33,125 | $1.97M | 0.33% | +33,125 | New |
| Barton Investment Management | 30,658 | $1.82M | 0.20% | +233+0.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 30,622 | $1.82M | 0.78% | −2,383−7.2% | Reduced |
| Algert Global LLC | 30,090 | $1.79M | 0.03% | +24,650+453.1% | Added |
| Perigon Wealth Management, LLC | 30,025 | $1.79M | 0.03% | +525+1.8% | Added |
| Barclays PLC | 28,311 | $1.68M | 0.00% | +28,280+91,225.8% | Added |
| Mariner, LLC | 28,254 | $1.68M | 0.00% | +20,331+256.6% | Added |
| Arrowstreet Capital, Limited Partnership | 28,010 | $1.67M | 0.00% | +28,010 | New |
| Empowered Funds, LLC | 27,957 | $1.66M | 0.03% | −3,793−11.9% | Reduced |
| UNICOM Systems, Inc. | 27,147 | $1.62M | 0.16% | +27,147 | New |
| Integrity Alliance, LLC. | 27,036 | $1.61M | 0.06% | +19,830+275.2% | Added |
| Prospera Financial Services Inc | 26,574 | $1.58M | 0.03% | +11,552+76.9% | Added |
| Wealthfront Advisers LLC | 26,572 | $1.58M | 0.00% | +26,572 | New |
| Grove Street Fiduciary, LLC | 26,500 | $1.58M | 0.66% | −8,500−24.3% | Reduced |
| M&T Bank Corp | 25,745 | $1.53M | 0.00% | −1,627−5.9% | Reduced |
| Twinbeech Capital LP | 25,464 | $1.52M | 0.11% | +25,464 | New |
| Walleye Trading LLC | 25,458 | $1.51M | 0.02% | +25,458 | New |
| Kestra Private Wealth Services, LLC | 24,661 | $1.47M | 0.02% | +13,063+112.6% | Added |
| HighTower Advisors, LLC | 24,038 | $1.43M | 0.00% | −2,518−9.5% | Reduced |
| Headlands Technologies LLC | 23,515 | $1.40M | 0.12% | +23,515 | New |
| Spire Wealth Management | 23,401 | $1.39M | 0.05% | +1,474+6.7% | Added |
| Fieldview Capital Management, LLC | 23,198 | $1.38M | 0.23% | +23,198 | New |
| Fund Advisors of America Inc | 23,152 | $1.38M | 1.26% | +23,152 | New |
| Oxford Asset Management LLP | 22,777 | $1.36M | 0.48% | +22,777 | New |
| Cambridge Investment Research Advisors, Inc. | 22,550 | $1.34M | 0.00% | −2,150−8.7% | Reduced |
| Russell Investments Group, Ltd. | 22,465 | $1.34M | 0.00% | +2,727+13.8% | Added |
| Baird Financial Group, Inc. | 21,552 | $1.28M | 0.00% | −9,580−30.8% | Reduced |
| Janus Henderson Group PLC | 21,280 | $1.27M | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 20,767 | $1.24M | 0.05% | −21,953−51.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 20,666 | $1.23M | 0.00% | +1,707+9.0% | Added |
| Pathstone Holdings, LLC | 20,522 | $1.22M | 0.00% | +6,010+41.4% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 20,465 | $1.22M | 0.06% | +20,465 | New |
| Ameriprise Financial Inc | 19,886 | $1.18M | 0.00% | +1,479+8.0% | Added |
| Arta Finance Wealth Management LLC | 18,945 | $1.13M | 0.58% | +18,945 | New |
| Green Alpha Advisors, LLC | 17,557 | $1.04M | 0.96% | +7,223+69.9% | Added |
| Private Advisor Group, LLC | 17,187 | $1.02M | 0.00% | +10,996+177.6% | Added |
| Brevan Howard Capital Management LP | 16,901 | $1.01M | 0.02% | +16,901 | New |
| Arkadios Wealth Advisors | 16,679 | $992.4K | 0.02% | +3,534+26.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15,095 | $979.2K | 0.00% | −7,344−32.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 16,395 | $975.5K | 0.39% | −10,189−38.3% | Reduced |
| Financial Engines Advisors L.L.C. | 16,016 | $953.0K | 0.00% | +6,190+63.0% | Added |
| Western Financial Corp | 15,821 | $941.4K | 0.37% | +15,821 | New |
| Fortis Group Advisors, LLC | 16,898 | $918.7K | 0.15% | +11,801+231.5% | Added |
| Proactive Wealth Strategies LLC | 14,785 | $879.7K | 0.35% | +14,785 | New |
| Greenwood Gearhart Inc | 14,217 | $845.9K | 0.05% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,128 | $840.6K | 0.00% | −384−2.6% | Reduced |
| Jump Financial, LLC | 13,635 | $811.3K | 0.01% | +13,635 | New |
| Darden Wealth Group Inc | 13,475 | $801.8K | 0.39% | +7,325+119.1% | Added |
| Nordwand Advisors, LLC | 13,435 | $799.4K | 0.14% | +13,435 | New |
| Pinnacle Associates Ltd | 13,112 | $780.2K | 0.01% | +137+1.1% | Added |
| PDT Partners, LLC | 12,616 | $750.7K | 0.05% | −21,262−62.8% | Reduced |
| AlphaCentric Advisors LLC | 12,500 | $743.8K | 0.74% | +12,500 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,365 | $743.1K | 0.00% | −17,223−58.2% | Reduced |
| State of Wisconsin Investment Board | 12,294 | $731.5K | 0.00% | −3,580−22.6% | Reduced |
| Vident Advisory, LLC | 12,282 | $730.8K | 0.01% | −1,231−9.1% | Reduced |
| Quent Capital, LLC | 12,000 | $714.0K | 0.05% | +12,000 | New |
| Magnetar Financial LLC | 11,466 | $682.2K | 0.01% | +11,466 | New |
| Manufacturers Life Insurance Company, The | 11,375 | $676.8K | 0.00% | +236+2.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,359 | $675.9K | 0.00% | 00.0% | Unchanged |
| Frontier Capital Management Co LLC | 11,298 | $672.2K | 0.01% | −181,987−94.2% | Reduced |
| KLP Kapitalforvaltning AS | 10,700 | $636.6K | 0.00% | +700+7.0% | Added |
| Rakuten Securities, Inc. | 10,630 | $632.5K | 0.21% | +1,200+12.7% | Added |
| Captrust Financial Advisors | 10,582 | $629.6K | 0.00% | +643+6.5% | Added |
| Hussman Strategic Advisors, Inc. | 10,500 | $624.8K | 0.15% | −10,500−50.0% | Reduced |
| Central Pacific Bank - Trust Division | 10,328 | $614.5K | 0.08% | +777+8.1% | Added |
| Rockefeller Capital Management L.P. | 10,243 | $609.5K | 0.00% | +1,223+13.6% | Added |
| Jones Financial Companies LLLP | 10,124 | $602.4K | 0.00% | +2,090+26.0% | Added |
| LGL Partners, LLC | 10,000 | $595.0K | 0.25% | +10,000 | New |
| Clear Creek Financial Management, LLC | 9,972 | $593.3K | 0.05% | +9,972 | New |
| Versor Investments LP | 9,900 | $589.0K | 0.09% | −529−5.1% | Reduced |
| CWM, LLC | 9,844 | $586.0K | 0.00% | −1,247−11.2% | Reduced |
| GWM Advisors LLC | 9,711 | $577.8K | 0.00% | +7,145+278.4% | Added |
| Veracity Capital LLC | 9,538 | $567.5K | 0.17% | +832+9.6% | Added |
| SBI Securities Co., Ltd. | 9,462 | $563.0K | 0.01% | +817+9.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,407 | $559.7K | 0.00% | +9,407 | New |
| Havemeyer Place LP | 9,344 | $556.0K | 0.11% | +9,344 | New |
| Colony Group, LLC | 9,691 | $548.6K | 0.00% | +1,993+25.9% | Added |
| Sunbelt Securities, Inc. | 9,203 | $547.6K | 0.04% | −200−2.1% | Reduced |
| Boothbay Fund Management, LLC | 9,006 | $535.9K | 0.01% | −3,324−27.0% | Reduced |
| 1832 Asset Management L.P. | 9,000 | $535.5K | 0.00% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 8,990 | $534.9K | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,980 | $534.0K | 0.00% | −64,976−87.9% | Reduced |
| PharVision Advisers, LLC | 8,911 | $530.2K | 0.27% | +8,911 | New |
| Natixis | 8,445 | $502.5K | 0.00% | +135+1.6% | Added |
| Mercer Global Advisors Inc | 8,435 | $501.9K | 0.00% | +2,056+32.2% | Added |
| Circle Wealth Management, LLC | 8,357 | $497.2K | 0.01% | +8,357 | New |
| Advisory Services Network, LLC | 8,048 | $478.8K | 0.01% | +4,855+152.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 7,950 | $473.0K | 0.23% | −1,100−12.2% | Reduced |
| Readystate Asset Management LP | 7,905 | $470.3K | 0.02% | +7,905 | New |
| Hunting Hill Global Capital, LLC | 7,876 | $468.6K | 0.46% | +7,876 | New |
| Wealth Enhancement Advisory Services, LLC | 6,641 | $467.9K | 0.00% | +1,372+26.0% | Added |
| Pictet Asset Management Holding SA | 7,733 | $460.1K | 0.00% | +321+4.3% | Added |
| Kestra Advisory Services, LLC | 7,731 | $460.0K | 0.00% | −881−10.2% | Reduced |
| Littlejohn Financial Services, Inc. | 7,556 | $449.6K | 0.33% | +7,556 | New |
| Blueshift Asset Management, LLC | 7,553 | $449.4K | 0.13% | +7,553 | New |
| Somerset Trust Co | 7,377 | $438.9K | 0.13% | −1,102−13.0% | Reduced |
| Addison Capital Co | 7,375 | $438.8K | 0.11% | +3,375+84.4% | Added |
| Alchemi Wealth, LLC | 7,100 | $422.4K | 0.23% | +7,100 | New |
| Willis Johnson & Associates, Inc. | 7,015 | $417.4K | 0.03% | −185−2.6% | Reduced |