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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 6,771 | $402.9K | 0.00% | −79−1.2% | Reduced |
| Werlinich Asset Management, LLC | 6,683 | $402.8K | 0.20% | +6,683 | New |
| Onyx Bridge Wealth Group LLC | 6,557 | $390.1K | 0.04% | −83−1.3% | Reduced |
| Van Eck Associates Corp | 6,545 | $389.0K | 0.00% | +715+12.3% | Added |
| JustInvest LLC | 6,426 | $382.3K | 0.00% | +71+1.1% | Added |
| The PNC Financial Services Group, Inc. | 6,352 | $377.9K | 0.00% | −275−4.1% | Reduced |
| SlateStone Wealth, LLC | 6,305 | $375.0K | 0.03% | +10+0.2% | Added |
| Phoenix Holdings Ltd. | 6,200 | $373.6K | 0.00% | −100−1.6% | Reduced |
| Ossiam | 6,278 | $373.5K | 0.01% | +6,278 | New |
| ExodusPoint Capital Management, LP | 5,921 | $352.3K | 0.00% | +5,921 | New |
| Laffer Tengler Investments | 5,898 | $350.9K | 0.05% | +5,898 | New |
| Vontobel Holding Ltd. | 5,800 | $345.1K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 5,753 | $342.3K | 0.00% | +266+4.8% | Added |
| CoreCap Advisors, LLC | 5,746 | $341.9K | 0.01% | −8,394−59.4% | Reduced |
| Massar Capital Management, LP | 5,738 | $341.4K | 0.07% | +5,738 | New |
| Sigma Planning Corp | 5,703 | $339.3K | 0.01% | −250−4.2% | Reduced |
| Palumbo Wealth Management LLC | 5,676 | $337.7K | 0.08% | +581+11.4% | Added |
| Osbon Capital Management LLC | 5,616 | $334.1K | 0.31% | +5,616 | New |
| Balyasny Asset Management LLC | 5,603 | $333.4K | 0.00% | −30,022−84.3% | Reduced |
| Intrepid Financial Planning Group LLC | 5,590 | $332.6K | 0.13% | +5,590 | New |
| IHT Wealth Management, LLC | 5,582 | $332.1K | 0.01% | +35+0.6% | Added |
| International Assets Investment Management, LLC | 5,544 | $329.9K | 0.02% | +5,544 | New |
| Concurrent Investment Advisors, LLC | 5,534 | $329.3K | 0.00% | −645−10.4% | Reduced |
| Public Employees Retirement Association of Colorado | 5,356 | $319.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,297 | $315.1K | 0.00% | +2,593+95.9% | Added |
| Private Trust Co NA | 5,250 | $312.4K | 0.03% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 5,241 | $311.8K | 0.00% | −9,056−63.3% | Reduced |
| Counterpoint Mutual Funds LLC | 5,201 | $309.5K | 0.02% | +5,201 | New |
| Moors & Cabot, Inc. | 5,200 | $309.4K | 0.01% | +100+2.0% | Added |
| Scientech Research LLC | 5,130 | $305.2K | 0.19% | −4,765−48.2% | Reduced |
| Thrivent Financial for Lutherans | 5,027 | $303.0K | 0.00% | +117+2.4% | Added |
| Kovack Advisors, Inc. | 5,015 | $298.4K | 0.01% | −3,962−44.1% | Reduced |
| Warren Averett Asset Management, LLC | 5,005 | $297.8K | 0.00% | +492+10.9% | Added |
| Zazove Associates LLC | 5,000 | $297.5K | 0.03% | +5,000 | New |
| Canada Pension Plan Investment Board | 4,900 | $291.6K | 0.00% | +4,900 | New |
| Leonteq Securities AG | 4,735 | $281.7K | 0.02% | −3,211−40.4% | Reduced |
| Midwest Professional Planners, LTD. | 4,729 | $281.4K | 0.07% | +525+12.5% | Added |
| Polymer Capital Management (US) LLC | 4,684 | $278.7K | 0.04% | +4,684 | New |
| Wealthcare Advisory Partners LLC | 4,595 | $273.4K | 0.01% | +4,595 | New |
| Creative Planning | 4,576 | $272.3K | 0.00% | +335+7.9% | Added |
| Northwest & Ethical Investments L.P. | 4,500 | $271.3K | 0.01% | +4,500 | New |
| Federation des caisses Desjardins du Quebec | 4,493 | $267.3K | 0.00% | +224+5.2% | Added |
| Cresset Asset Management, LLC | 4,413 | $262.6K | 0.00% | −49−1.1% | Reduced |
| CIBC Asset Management Inc | 4,375 | $260.3K | 0.00% | +4,375 | New |
| Oppenheimer & Co Inc | 4,334 | $257.9K | 0.00% | +4,334 | New |
| Polen Capital Management LLC | 4,298 | $255.7K | 0.00% | −4,087−48.7% | Reduced |
| Deutsche Bank AG | 4,290 | $255.3K | 0.00% | +1,491+53.3% | Added |
| Hodges Capital Management Inc. | 4,250 | $252.9K | 0.02% | 00.0% | Unchanged |
| Tannin Capital LLC | 4,235 | $252.0K | 0.23% | +4,235 | New |
| Schroder Investment Management Group | 4,144 | $249.8K | 0.00% | +4,144 | New |
| Foundations Investment Advisors, LLC | 4,185 | $249.0K | 0.00% | +4,185 | New |
| Squarepoint Ops LLC | 4,167 | $247.9K | 0.00% | +4,167 | New |
| CIBC Private Wealth Group, LLC | 4,161 | $247.6K | 0.00% | +2,315+125.4% | Added |
| Parsons Capital Management Inc | 4,125 | $245.4K | 0.01% | +4,125 | New |
| Mangrove Partners | 4,103 | $244.1K | 0.02% | +4,103 | New |
| 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 |
| Calton & Associates, Inc. | 3,999 | $237.9K | 0.03% | −1,700−29.8% | Reduced |
| Toroso Investments, LLC | 3,908 | $232.5K | 0.00% | −1,867,522−99.8% | Reduced |
| Perennial Investment Advisors, LLC | 3,845 | $228.8K | 0.02% | +3,845 | New |
| Tower Research Capital LLC (TRC) | 3,811 | $226.8K | 0.01% | +3,749+6,046.8% | Added |
| Oak Associates, Ltd | 3,808 | $226.6K | 0.01% | 00.0% | Unchanged |
| TD Asset Management Inc | 3,753 | $223.3K | 0.00% | −101−2.6% | Reduced |
| Wedbush Securities Inc | 3,691 | $220.0K | 0.01% | +3,691 | New |
| RDA Financial Network | 3,639 | $216.5K | 0.05% | −2,138−37.0% | Reduced |
| Churchill Financial Advisors, LLC | 3,620 | $215.4K | 0.07% | +3,620 | New |
| Stonebridge Capital Advisors LLC | 3,618 | $215.3K | 0.01% | −450−11.1% | Reduced |
| Resources Investment Advisors, LLC. | 3,609 | $214.7K | 0.00% | +3,609 | New |
| MCF Advisors LLC | 3,564 | $212.1K | 0.01% | 00.0% | Unchanged |
| Laurel Oak Wealth Management, LLC | 3,533 | $210.2K | 0.04% | +3,533 | New |
| Sanctuary Advisors, LLC | 3,501 | $208.3K | 0.00% | −1,658−32.1% | Reduced |
| Mayport, LLC | 3,500 | $208.3K | 0.04% | +3,500 | New |
| Aldebaran Financial Inc. | 3,430 | $206.7K | 0.19% | +3,430 | New |
| 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 |
| Allworth Financial LP | 3,070 | $182.7K | 0.00% | +1,070+53.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 2,694 | $160.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,609 | $155.2K | 0.00% | −2,139−45.1% | Reduced |
| US Bancorp | 2,608 | $155.2K | 0.00% | +31+1.2% | Added |
| Flagship Harbor Advisors, LLC | 2,132 | $126.9K | 0.01% | +2,132 | New |
| Quest Partners LLC | 2,059 | $122.5K | 0.01% | −460−18.3% | Reduced |
| AdvisorNet Financial, Inc | 2,041 | $121.4K | 0.01% | +1,203+143.6% | Added |
| Northwestern Mutual Wealth Management Co | 2,030 | $120.8K | 0.00% | +530+35.3% | Added |
| Gables Capital Management Inc. | 2,000 | $119.0K | 0.05% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,922 | $114.4K | 0.00% | +406+26.8% | Added |
| Crewe Advisors LLC | 1,900 | $113.0K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,785 | $106.2K | 0.00% | +1,785 | New |
| Rhumbline Advisers | 1,769 | $105.3K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,736 | $103.0K | 0.00% | +1,736 | New |
| KBC Group NV | 1,699 | $101.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,690 | $100.6K | 0.04% | +1,690 | New |
| Vestcor Inc | 1,419 | $84.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,354 | $80.6K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,290 | $76.8K | 0.01% | −1,812−58.4% | Reduced |
| Vega Investment Solutions | 1,101 | $65.5K | 0.01% | +1,101 | New |
| Fifth Third Bancorp | 1,005 | $59.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,000 | $59.5K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $59.5K | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 994 | $59.1K | 0.00% | −147−12.9% | Reduced |