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 |
|---|---|---|---|---|---|
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 927 | $55.2K | 0.00% | +927 | New |
| Strategic Advocates LLC | 770 | $46.4K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 668 | $39.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 619 | $36.9K | 0.00% | +249+67.3% | Added |
| Keating Financial Advisory Services, Inc. | 613 | $36.5K | 0.00% | +613 | New |
| Quarry LP | 600 | $35.7K | 0.01% | +600 | New |
| Hanson & Doremus Investment Management | 576 | $34.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 560 | $33.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 536 | $31.9K | 0.00% | +268+100.0% | Added |
| Harbour Investments, Inc. | 410 | $24.4K | 0.00% | +18+4.6% | Added |
| Sound Income Strategies, LLC | 360 | $24.3K | 0.00% | +360 | New |
| Nemes Rush Group LLC | 396 | $23.6K | 0.00% | +144+57.1% | Added |
| Signaturefd, LLC | 340 | $20.2K | 0.00% | +12+3.7% | Added |
| Toth Financial Advisory Corp | 335 | $19.9K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 308 | $18.3K | 0.01% | −396−56.3% | Reduced |
| Pacer Advisors, Inc. | 301 | $17.9K | 0.00% | +262+671.8% | Added |
| Wolff Wiese Magana LLC | 300 | $17.9K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 300 | $17.9K | 0.00% | +300 | New |
| Greenline Wealth Management LLC | 299 | $17.8K | 0.02% | +299 | New |
| Los Angeles Capital Management LLC | 224 | $17.3K | 0.00% | +224 | New |
| Quattro Advisors LLC | 272 | $16.2K | 0.01% | +272 | New |
| Eurizon Capital SGR S.p.A. | 267 | $16.1K | 0.00% | +267 | New |
| SRS Capital Advisors, Inc. | 255 | $15.2K | 0.00% | −114−30.9% | Reduced |
| Financial Freedom, LLC | 254 | $15.1K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 254 | $15.1K | 0.00% | +37+17.1% | Added |
| Rothschild Investment LLC | 250 | $14.9K | 0.00% | +50+25.0% | Added |
| Financial Consulate, Inc | 250 | $14.9K | 0.00% | +250 | New |
| IMG Wealth Management, Inc. | 239 | $14.2K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 238 | $14.0K | 0.00% | +238 | New |
| Atlantic Edge Private Wealth Management, LLC | 225 | $13.4K | 0.00% | +25+12.5% | Added |
| Larson Financial Group LLC | 210 | $12.5K | 0.00% | −200−48.8% | Reduced |
| Centerpoint Advisors, LLC | 200 | $12.0K | 0.00% | −1,200−85.7% | Reduced |
| Trust Co of Vermont | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 200 | $11.9K | 0.00% | +200 | New |
| Insight Financial Services | 182 | $10.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 173 | $10.3K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 150 | $8.93K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 146 | $8.68K | 0.00% | −55,760−99.7% | Reduced |
| Gen-Wealth Partners Inc | 140 | $8.33K | 0.00% | +58+70.7% | Added |
| Aventura Private Wealth, LLC | 136 | $8.09K | 0.00% | +24+21.4% | Added |
| ORG Partners LLC | 135 | $8.03K | 0.00% | +35+35.0% | Added |
| Geneos Wealth Management Inc. | 128 | $7.62K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 125 | $7.44K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 120 | $7.14K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 116 | $6.90K | 0.00% | +116 | New |
| Bank of Jackson Hole Trust | 112 | $6.66K | 0.00% | +112 | New |
| Concord Wealth Partners | 104 | $6.21K | 0.00% | −785−88.3% | Reduced |
| Fairscale Capital, LLC | 101 | $6.01K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $5.95K | 0.00% | −35−25.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 100 | $5.95K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $5.95K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 100 | $5.95K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 100 | $5.95K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 100 | $5.95K | 0.00% | +100 | New |
| Roble, Belko & Company, Inc | 80 | $5.00K | 0.00% | +10+14.3% | Added |
| First Command Advisory Services, Inc. | 82 | $4.88K | 0.00% | +82 | New |
| Bogart Wealth, LLC | 76 | $4.52K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 68 | $4.05K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 56 | $3.32K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 55 | $3.27K | 0.00% | −8−12.7% | Reduced |
| GAMMA Investing LLC | 53 | $3.15K | 0.00% | +19+55.9% | Added |
| Barrett & Company, Inc. | 50 | $2.98K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 50 | $2.98K | 0.00% | +50 | New |
| Gordian Capital Singapore Pte Ltd | 800 | $2.62K | 0.00% | +800 | New |
| Kilter Group LLC | 41 | $2.44K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 41 | $2.44K | 0.00% | +41 | New |
| Versant Capital Management, Inc | 40 | $2.38K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 40 | $2.38K | 0.00% | +40 | New |
| Curio Wealth, LLC | 40 | $2.33K | 0.00% | +40 | New |
| Pinnacle Wealth Planning Services, Inc. | 33 | $1.96K | 0.00% | +33 | New |
| Financial Perspectives, Inc | 33 | $1.96K | 0.00% | +33 | New |
| ORG Wealth Partners, LLC | 32 | $1.90K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 32 | $1.90K | 0.00% | +32 | New |
| Investors Research Corp | 30 | $1.78K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 26 | $1.55K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 23 | $1.52K | 0.00% | +3+15.0% | Added |
| Stephens Consulting, LLC | 25 | $1.49K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 21 | $1.25K | 0.00% | −1,979−99.0% | Reduced |
| Stone House Investment Management, LLC | 20 | $1.19K | 0.00% | −80−80.0% | Reduced |
| Clean Yield Group | 20 | $1.19K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 17 | $1.01K | 0.00% | +17 | New |
| Bullock Wealth Management Group | 17 | $1.01K | 0.00% | +17 | New |
| CX Institutional | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 11 | $655 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $595 | 0.00% | +3+42.9% | Added |
| DecisionPoint Financial, LLC | 10 | $595 | 0.00% | +10 | New |
| Root Financial Partners, LLC | 8 | $476 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 8 | $476 | 0.00% | +8 | New |
| True Wealth Design, LLC | 5 | $298 | 0.00% | −2−28.6% | Reduced |
| Addison Advisors LLC | 5 | $298 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 5 | $298 | 0.00% | +5 | New |
| Legacy Wealth Managment, LLC | 3 | $179 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $178 | 0.00% | +3 | New |
| HHM Wealth Advisors, LLC | 2 | $119 | 0.00% | −183−98.9% | Reduced |
| SJS Investment Consulting Inc. | 2 | $119 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 2 | $119 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $110 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $62 | 0.00% | +1 | New |