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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $106 | 0.00% | −1−33.3% | Reduced |
| 1015 Capital Partners, LLC | 2 | $106 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2 | $106 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $117 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 3 | $160 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $213 | 0.00% | +2+100.0% | Added |
| Smartleaf Asset Management LLC | 5 | $237 | 0.00% | +5 | New |
| Keating Financial Advisory Services, Inc. | 5 | $266 | 0.00% | −608−99.2% | Reduced |
| Addison Advisors LLC | 5 | $266 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $266 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 5 | $266 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 9 | $479 | 0.00% | +9 | New |
| Manchester Capital Management LLC | 10 | $532 | 0.00% | −1−9.1% | Reduced |
| JFS Wealth Advisors, LLC | 10 | $532 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 13 | $692 | 0.00% | +13 | New |
| SWAN Capital LLC | 15 | $798 | 0.00% | +15 | New |
| CX Institutional | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 14 | $1.00K | 0.00% | +14 | New |
| Hollencrest Capital Management | 19 | $1.01K | 0.00% | −2−9.5% | Reduced |
| Clean Yield Group | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 22 | $1.17K | 0.00% | +14+175.0% | Added |
| Bell Investment Advisors, Inc | 23 | $1.22K | 0.00% | +23 | New |
| Sunrise Financial Services, LLC | 24 | $1.28K | 0.00% | +24 | New |
| Assetmark, Inc | 26 | $1.38K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 27 | $1.45K | 0.00% | +7+35.0% | Added |
| Larson Financial Group LLC | 29 | $1.54K | 0.00% | −181−86.2% | Reduced |
| Investors Research Corp | 30 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 25 | $1.65K | 0.00% | +2+8.7% | Added |
| ORG Wealth Partners, LLC | 32 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 32 | $1.75K | 0.00% | +15+88.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 33 | $1.76K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 50 | $2.00K | 0.00% | +50 | New |
| Versant Capital Management, Inc | 40 | $2.13K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 40 | $2.13K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 40 | $2.13K | 0.00% | +7+21.2% | Added |
| NBC Securities, Inc. | 40 | $2.13K | 0.00% | +40 | New |
| Bank of Jackson Hole Trust | 50 | $2.66K | 0.00% | −62−55.4% | Reduced |
| Barrett & Company, Inc. | 50 | $2.66K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 50 | $2.66K | 0.00% | +50 | New |
| Investors Portfolio Services LLC | 51 | $2.68K | 0.00% | +1+2.0% | Added |
| Aventura Private Wealth, LLC | 54 | $2.87K | 0.00% | −82−60.3% | Reduced |
| Bogart Wealth, LLC | 54 | $2.87K | 0.00% | −22−28.9% | Reduced |
| GAMMA Investing LLC | 54 | $2.87K | 0.00% | +1+1.9% | Added |
| HighMark Wealth Management LLC | 56 | $2.96K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 50 | $3.26K | 0.00% | +50 | New |
| Cassaday & Co Wealth Management LLC | 67 | $3.56K | 0.00% | +67 | New |
| Essential Partners LLC | 68 | $3.62K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 82 | $4.36K | 0.00% | +27+49.1% | Added |
| Kilter Group LLC | 83 | $4.42K | 0.00% | +42+102.4% | Added |
| Stance Capital LLC | 88 | $4.68K | 0.00% | +88 | New |
| Eastern Bank | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 101 | $5.37K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $5.47K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 120 | $6.38K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 128 | $6.81K | 0.00% | 00.0% | Unchanged |
| City State Bank | 135 | $7.18K | 0.00% | +135 | New |
| Gen-Wealth Partners Inc | 140 | $7.45K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 150 | $7.98K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 159 | $8.00K | 0.01% | +159 | New |
| Atlantic Trust, LLC | 173 | $9.20K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 182 | $9.68K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 189 | $10.1K | 0.00% | −66−25.9% | Reduced |
| Front Row Advisors LLC | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 233 | $12.4K | 0.00% | +233 | New |
| IMG Wealth Management, Inc. | 239 | $12.7K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 243 | $13.0K | 0.00% | −58−19.3% | Reduced |
| Financial Consulate, Inc | 250 | $13.3K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 254 | $13.5K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 254 | $13.5K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 258 | $13.7K | 0.00% | +8+3.2% | Added |
| Wolff Wiese Magana LLC | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 308 | $16.4K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 300 | $17.0K | 0.02% | +300 | New |
| Toth Financial Advisory Corp | 335 | $17.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 368 | $19.6K | 0.00% | +28+8.2% | Added |
| Sound Income Strategies, LLC | 360 | $19.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 377 | $20.1K | 0.00% | −33−8.0% | Reduced |
| Nemes Rush Group LLC | 396 | $21.1K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 427 | $22.7K | 0.00% | +281+192.5% | Added |
| Huntington National Bank | 453 | $24.1K | 0.00% | +453 | New |
| Strategic Investment Solutions, Inc. | 500 | $26.6K | 0.01% | +500 | New |
| Parkside Financial Bank & Trust | 536 | $28.5K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 563 | $30.0K | 0.00% | +363+181.5% | Added |
| MAI Capital Management | 569 | $30.3K | 0.00% | +9+1.6% | Added |
| Hanson & Doremus Investment Management | 576 | $31.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 650 | $34.6K | 0.01% | −18−2.7% | Reduced |
| Strategic Advocates LLC | 700 | $37.2K | 0.16% | −70−9.1% | Reduced |
| Intentional Wealth Strategies, LLC | 749 | $39.8K | 0.04% | +749 | New |