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, Q1 2026
Institutional positions in Symbotic Inc. as of Mar 31, 2026. 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
- 413
- +17 vs. Q4 2025
- Shares held
- 113.2M
- −18.8M (−14.3%) vs. Q4 2025
- Total value
- $6.01B
- −$336.4M (−5.3%) vs. Q4 2025
- New holders
- 79
- 145 more added
- Sold out
- 62
- 98 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Softbank Group Corp | 39,825,312 | $2.12B | 18.57% | 00.0% | Unchanged |
| Walmart Inc. | 15,000,000 | $798.0M | 94.96% | 00.0% | Unchanged |
| Baillie Gifford & Co | 12,479,888 | $663.9M | 0.68% | +38,888+0.3% | Added |
| SVF Sponsor III (DE) LLC | 5,590,000 | $297.4M | 100.00% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 3,770,318 | $200.6M | 0.01% | +3,770,318 | New |
| Vanguard Capital Management LLC | 2,915,736 | $155.1M | 0.00% | +2,915,736 | New |
| Morgan Stanley | 2,330,286 | $124.0M | 0.01% | −200,588−7.9% | Reduced |
| JPMorgan Chase & Co | 2,363,546 | $112.1M | 0.01% | +189,174+8.7% | Added |
| FMR LLC | 1,821,565 | $96.9M | 0.01% | +109,486+6.4% | Added |
| BlackRock, Inc. | 1,444,327 | $76.8M | 0.00% | +182,788+14.5% | Added |
| Goldman Sachs Group Inc | 1,335,760 | $71.1M | 0.01% | +463,160+53.1% | Added |
| Bank of America Corp | 1,040,617 | $55.4M | 0.00% | −174,912−14.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,040,635 | $55.0M | 0.07% | −291,130−21.9% | Reduced |
| Raymond James Financial Inc | 957,340 | $50.9M | 0.02% | +5,222+0.5% | Added |
| Two Sigma Investments, LP | 939,968 | $50.0M | 0.04% | +226,662+31.8% | Added |
| Geode Capital Management, LLC | 822,048 | $43.7M | 0.00% | +94,739+13.0% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 782,223 | $41.6M | 0.32% | +139,310+21.7% | Added |
| Allspring Global Investments Holdings, LLC | 724,976 | $39.7M | 0.07% | −1,435−0.2% | Reduced |
| TCW Group Inc | 731,166 | $38.9M | 0.29% | +168,606+30.0% | Added |
| Renaissance Technologies LLC | 714,800 | $38.0M | 0.06% | −190,900−21.1% | Reduced |
| Citadel Advisors LLC | 626,465 | $33.3M | 0.02% | −205,544−24.7% | Reduced |
| Franklin Resources Inc | 544,992 | $29.0M | 0.01% | +107,197+24.5% | Added |
| Hood River Capital Management LLC | 524,415 | $27.9M | 0.28% | +70,423+15.5% | Added |
| State Street Corp | 519,742 | $27.7M | 0.00% | +33,026+6.8% | Added |
| Exchange Traded Concepts, LLC | 493,942 | $26.3M | 0.20% | +166,763+51.0% | Added |
| Burkehill Global Management, LP | 475,000 | $25.3M | 1.25% | 00.0% | Unchanged |
| UBS Group AG | 398,945 | $21.2M | 0.00% | −501,529−55.7% | Reduced |
| Canada Pension Plan Investment Board | 396,000 | $21.1M | 0.01% | +391,100+7,981.6% | Added |
| Charles Schwab Investment Management Inc | 378,501 | $20.1M | 0.00% | +30,557+8.8% | Added |
| S Squared Technology, LLC | 369,126 | $19.6M | 7.43% | +105,000+39.8% | Added |
| Vanguard Fiduciary Trust Co | 364,851 | $19.4M | 0.00% | +364,851 | New |
| Legal & General Group Plc | 362,533 | $19.3M | 0.00% | +112,636+45.1% | Added |
| Millennium Management LLC | 357,412 | $19.0M | 0.01% | +85,025+31.2% | Added |
| Trexquant Investment LP | 324,004 | $17.2M | 0.12% | −71,403−18.1% | Reduced |
| First Trust Advisors LP | 308,535 | $16.4M | 0.01% | −115,098−27.2% | Reduced |
| LPL Financial LLC | 302,280 | $16.1M | 0.00% | +84,251+38.6% | Added |
| BNP Paribas Arbitrage, SA | 301,733 | $16.1M | 0.01% | −28,587−8.7% | Reduced |
| USS Investment Management Ltd | 281,981 | $15.0M | 0.06% | +281,981 | New |
| Mitsubishi UFJ Trust & Banking Corp | 262,113 | $13.9M | 0.03% | −15,025−5.4% | Reduced |
| Ghisallo Capital Management LLC | 250,000 | $13.3M | 0.37% | −809,400−76.4% | Reduced |
| D. E. Shaw & Co., Inc. | 248,510 | $13.2M | 0.01% | +193,458+351.4% | Added |
| Frontier Capital Management Co LLC | 245,054 | $13.0M | 0.13% | +233,756+2,069.0% | Added |
| Handelsbanken Fonder AB | 224,517 | $11.9M | 0.04% | −198,503−46.9% | Reduced |
| Marshall Wace, LLP | 212,918 | $11.3M | 0.01% | −358,463−62.7% | Reduced |
| Citigroup Inc | 208,781 | $11.1M | 0.01% | +155,671+293.1% | Added |
| Point72 Asset Management, L.P. | 206,516 | $11.0M | 0.02% | +206,516 | New |
| Mirova | 189,642 | $10.1M | 0.41% | +189,642 | New |
| Northern Trust Corp | 181,268 | $9.64M | 0.00% | +5,821+3.3% | Added |
| Bridgewater Associates, LP | 176,987 | $9.42M | 0.04% | +94,432+114.4% | Added |
| Price T Rowe Associates Inc | 173,815 | $9.25M | 0.00% | +2,222+1.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 158,877 | $8.45M | 0.01% | +59,627+60.1% | Added |
| Wells Fargo & Company | 156,532 | $8.33M | 0.00% | +4,238+2.8% | Added |
| Adage Capital Partners GP, L.L.C. | 150,440 | $8.00M | 0.01% | +150,440 | New |
| Tudor Investment Corp Et Al | 147,722 | $7.86M | 0.04% | +42,396+40.3% | Added |
| SEI Investments Co | 144,420 | $7.68M | 0.01% | +25,024+21.0% | Added |
| Victory Capital Management Inc | 142,153 | $7.56M | 0.00% | +21,220+17.5% | Added |
| Aquatic Capital Management LLC | 126,521 | $6.73M | 0.19% | +8,386+7.1% | Added |
| Slow Capital, Inc. | 121,500 | $6.46M | 0.84% | −995−0.8% | Reduced |
| Blair William & Co | 115,059 | $6.12M | 0.02% | −8,878−7.2% | Reduced |
| Davy Global Fund Management Ltd | 114,513 | $6.09M | 0.46% | −8,041−6.6% | Reduced |
| Dimensional Fund Advisors LP | 109,015 | $5.79M | 0.00% | +22,895+26.6% | Added |
| Amundi | 108,553 | $5.78M | 0.00% | +44,132+68.5% | Added |
| Capital Fund Management S.A. | 107,537 | $5.72M | 0.05% | +33,207+44.7% | Added |
| Royal Bank of Canada | 100,018 | $5.32M | 0.00% | +29,152+41.1% | Added |
| Swiss National Bank | 98,800 | $5.26M | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 93,566 | $4.98M | 0.00% | +2,835+3.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 89,559 | $4.76M | 0.02% | +80,152+852.0% | Added |
| Susquehanna International Group, LLP | 89,525 | $4.76M | 0.01% | +89,525 | New |
| Voleon Capital Management LP | 88,938 | $4.73M | 0.10% | −105,223−54.2% | Reduced |
| Bourne Lent Asset Management Inc | 87,460 | $4.65M | 1.71% | −1,100−1.2% | Reduced |
| Balyasny Asset Management LLC | 84,463 | $4.49M | 0.01% | +78,860+1,407.5% | Added |
| Invesco Ltd. | 83,755 | $4.46M | 0.00% | −24,962−23.0% | Reduced |
| Picton Mahoney Asset Management | 83,403 | $4.44M | 0.05% | +10,820+14.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 81,620 | $4.34M | 0.06% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 72,164 | $3.84M | 0.06% | +2,950+4.3% | Added |
| Wealthfront Advisers LLC | 71,248 | $3.79M | 0.01% | +44,676+168.1% | Added |
| Navis Wealth Advisors, LLC | 66,794 | $3.55M | 1.81% | −26,016,849−99.7% | Reduced |
| Register Financial Advisors LLC | 60,022 | $3.19M | 1.18% | +730+1.2% | Added |
| 180 Wealth Advisors, LLC | 59,601 | $3.17M | 0.36% | +1,894+3.3% | Added |
| Vanguard Asset Management, Ltd | 57,740 | $3.07M | 0.00% | +57,740 | New |
| California State Teachers Retirement System | 55,871 | $2.97M | 0.00% | +11,260+25.2% | Added |
| Algert Global LLC | 54,668 | $2.91M | 0.04% | +24,578+81.7% | Added |
| Black Swift Group, LLC | 53,625 | $2.85M | 0.50% | +20,500+61.9% | Added |
| Stifel Financial Corp | 52,643 | $2.80M | 0.00% | −12,513−19.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 52,505 | $2.79M | 0.58% | −669−1.3% | Reduced |
| Legato Capital Management LLC | 51,000 | $2.71M | 0.25% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 50,698 | $2.70M | 0.03% | +33,797+200.0% | Added |
| Group One Trading, L.P. | 49,473 | $2.63M | 0.09% | +49,473 | New |
| Advisor Group Holdings, Inc. | 49,177 | $2.62M | 0.00% | +4,399+9.8% | Added |
| AQR Capital Management LLC | 48,777 | $2.59M | 0.00% | +7,008+16.8% | Added |
| Ameriprise Financial Inc | 47,478 | $2.53M | 0.00% | +27,592+138.8% | Added |
| Zevenbergen Capital Investments LLC | 47,450 | $2.52M | 0.07% | −41,300−46.5% | Reduced |
| Cetera Investment Advisers | 46,247 | $2.46M | 0.00% | +13,111+39.6% | Added |
| Bouvel Investment Partners, LLC | 45,926 | $2.44M | 0.71% | +1,644+3.7% | Added |
| Ensign Peak Advisors, Inc | 45,506 | $2.42M | 0.00% | +2,548+5.9% | Added |
| Simplex Trading, LLC | 44,932 | $2.39M | 0.07% | −4,675−9.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 44,719 | $2.38M | 0.64% | +44,719 | New |
| DDD Partners, LLC | 44,376 | $2.36M | 0.16% | +1,242+2.9% | Added |
| Barclays PLC | 44,217 | $2.35M | 0.00% | +15,906+56.2% | Added |
| 1832 Asset Management L.P. | 44,100 | $2.35M | 0.00% | +35,100+390.0% | Added |