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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 762 | $40.6K | 0.00% | +143+23.1% | Added |
| Quadrant Capital Group LLC | 800 | $42.6K | 0.00% | +800 | New |
| Clearstead Advisors, LLC | 1,000 | $53.2K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $53.2K | 0.03% | 00.0% | Unchanged |
| Vega Investment Solutions | 1,101 | $58.6K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,290 | $68.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,500 | $80.0K | 0.00% | +1,500 | New |
| McGuire Capital Advisors Inc | 1,515 | $80.6K | 0.05% | +1,399+1,206.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,546 | $82.2K | 0.00% | −484−23.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 1,820 | $86.4K | 0.00% | +1,553+581.6% | Added |
| HHM Wealth Advisors, LLC | 1,636 | $87.0K | 0.01% | +1,634+81,700.0% | Added |
| KBC Group NV | 1,699 | $90.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,752 | $93.2K | 0.01% | +398+29.4% | Added |
| Rhumbline Advisers | 1,769 | $94.1K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,786 | $95.0K | 0.02% | +1,786 | New |
| Crewe Advisors LLC | 1,900 | $101.1K | 0.01% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1,996 | $106.2K | 0.00% | +1,069+115.3% | Added |
| AdvisorNet Financial, Inc | 2,000 | $106.4K | 0.01% | −41−2.0% | Reduced |
| Gables Capital Management Inc. | 2,000 | $106.4K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 2,633 | $140.1K | 0.00% | +25+1.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 2,694 | $143.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 2,786 | $148.2K | 0.00% | −284−9.3% | Reduced |
| Centaurus Financial, Inc. | 2,814 | $150.0K | 0.01% | +1,078+62.1% | Added |
| Tower Research Capital LLC (TRC) | 3,088 | $164.3K | 0.00% | −723−19.0% | Reduced |
| Rakuten Securities, Inc. | 3,219 | $171.3K | 0.07% | −7,411−69.7% | Reduced |
| MCF Advisors LLC | 3,564 | $189.6K | 0.01% | 00.0% | Unchanged |
| Hunting Hill Global Capital, LLC | 3,761 | $200.1K | 0.24% | −4,115−52.2% | Reduced |
| Colony Group, LLC | 3,786 | $201.4K | 0.00% | −5,905−60.9% | Reduced |
| Oak Associates, Ltd | 3,808 | $202.6K | 0.01% | 00.0% | Unchanged |
| Brookstone Capital Management | 3,837 | $204.1K | 0.00% | +3,837 | New |
| Perennial Investment Advisors, LLC | 3,895 | $207.2K | 0.02% | +50+1.3% | Added |
| La Banque Postale Asset Management SA | 3,899 | $207.4K | 0.00% | +3,899 | New |
| Bridgefront Capital, LLC | 3,925 | $208.8K | 0.05% | +3,925 | New |
| Ascent Wealth Partners, LLC | 3,942 | $209.7K | 0.02% | +3,942 | New |
| VGI Partners Ltd | 4,000 | $212.8K | 0.01% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 4,000 | $212.8K | 0.06% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 4,100 | $218.1K | 0.21% | +670+19.5% | Added |
| Parsons Capital Management Inc | 4,150 | $220.8K | 0.01% | +25+0.6% | Added |
| O'Shaughnessy Asset Management, LLC | 4,237 | $225.4K | 0.00% | −1,516−26.4% | Reduced |
| Malaga Cove Capital, LLC | 4,271 | $227.2K | 0.08% | +4,271 | New |
| Sig Brokerage, LP | 4,324 | $230.0K | 0.07% | +4,324 | New |
| Janney Montgomery Scott LLC | 4,339 | $231.0K | 0.00% | +4,339 | New |
| CIBC Asset Management Inc | 4,375 | $232.8K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 4,385 | $233.3K | 0.00% | −28−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 4,430 | $235.7K | 0.00% | +821+22.7% | Added |
| Money Concepts Capital Corp | 4,489 | $238.8K | 0.01% | +4,489 | New |
| SlateStone Wealth, LLC | 4,504 | $240.0K | 0.02% | −1,801−28.6% | Reduced |
| Griffin Asset Management, Inc. | 4,520 | $240.5K | 0.03% | +4,520 | New |
| Thrivent Financial for Lutherans | 4,532 | $241.0K | 0.00% | −495−9.8% | Reduced |
| Catalyst Funds Management Pty Ltd | 4,600 | $244.7K | 0.04% | +4,600 | New |
| Federation des caisses Desjardins du Quebec | 4,611 | $245.3K | 0.00% | +118+2.6% | Added |
| CIBC Bancorp USA Inc. | 4,661 | $248.0K | 0.00% | +4,661 | New |
| Warren Averett Asset Management, LLC | 4,754 | $252.9K | 0.00% | −251−5.0% | Reduced |
| QRG Capital Management, Inc. | 4,756 | $253.0K | 0.00% | +4,756 | New |
| Wealthcare Advisory Partners LLC | 4,787 | $254.7K | 0.00% | +192+4.2% | Added |
| CoreCap Advisors, LLC | 4,856 | $258.3K | 0.01% | −890−15.5% | Reduced |
| Midwest Professional Planners, LTD. | 4,885 | $259.9K | 0.06% | +156+3.3% | Added |
| Two Sigma Securities, LLC | 4,889 | $260.1K | 0.03% | +4,889 | New |
| Mackenzie Financial Corp | 4,917 | $261.6K | 0.00% | +4,917 | New |
| Wealth Enhancement Advisory Services, LLC | 4,910 | $262.0K | 0.00% | −1,731−26.1% | Reduced |
| Tannin Capital LLC | 4,964 | $264.1K | 0.19% | +729+17.2% | Added |
| Defiance ETFs, LLC | 4,980 | $264.9K | 0.00% | +4,980 | New |
| Northwest & Ethical Investments L.P. | 5,000 | $266.5K | 0.01% | +500+11.1% | Added |
| FORA Capital, LLC | 5,030 | $267.6K | 0.02% | +5,030 | New |
| Moors & Cabot, Inc. | 5,125 | $272.6K | 0.01% | −75−1.4% | Reduced |
| Penserra Capital Management LLC | 5,224 | $276.0K | 0.00% | +4,986+2,095.0% | Added |
| Chung Wu Investment Group, LLC | 5,200 | $276.6K | 0.24% | +5,200 | New |
| Gsa Capital Partners LLP | 5,221 | $278.0K | 0.02% | +1,219+30.5% | Added |
| Private Trust Co NA | 5,250 | $279.3K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,195 | $284.8K | 0.00% | −102−1.9% | Reduced |
| Public Employees Retirement Association of Colorado | 5,356 | $285.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,381 | $286.3K | 0.00% | +4,376+435.4% | Added |
| Gotham Asset Management, LLC | 5,407 | $287.7K | 0.00% | +5,407 | New |
| Leonteq Securities AG | 5,507 | $293.0K | 0.02% | +772+16.3% | Added |
| Concurrent Investment Advisors, LLC | 5,524 | $293.9K | 0.00% | −10−0.2% | Reduced |
| Sigma Planning Corp | 5,553 | $295.4K | 0.01% | −150−2.6% | Reduced |
| Zazove Associates LLC | 5,000 | $297.5K | 0.01% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 5,616 | $298.7K | 0.24% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,746 | $305.7K | 0.00% | +1,456+33.9% | Added |
| Creative Planning | 5,927 | $315.3K | 0.00% | +1,351+29.5% | Added |
| SBI Securities Co., Ltd. | 5,995 | $318.9K | 0.01% | −3,467−36.6% | Reduced |
| International Assets Investment Management, LLC | 5,844 | $320.4K | 0.02% | +300+5.4% | Added |
| Qsemble Capital Management, LP | 6,078 | $323.4K | 0.02% | +6,078 | New |
| IFP Advisors, Inc | 6,111 | $325.1K | 0.01% | +4,189+218.0% | Added |
| TD Asset Management Inc | 6,126 | $325.9K | 0.00% | +2,373+63.2% | Added |
| The PNC Financial Services Group, Inc. | 6,159 | $327.7K | 0.00% | −193−3.0% | Reduced |
| Phoenix Holdings Ltd. | 6,200 | $329.6K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 6,334 | $337.0K | 0.01% | +6,334 | New |
| Intrepid Financial Planning Group LLC | 6,470 | $344.2K | 0.14% | +880+15.7% | Added |
| Onyx Bridge Wealth Group LLC | 6,479 | $344.7K | 0.04% | −78−1.2% | Reduced |
| Alchemi Wealth, LLC | 6,600 | $351.1K | 0.19% | −500−7.0% | Reduced |
| JustInvest LLC | 6,614 | $351.9K | 0.00% | +188+2.9% | Added |
| Palumbo Wealth Management LLC | 6,846 | $364.2K | 0.09% | +1,170+20.6% | Added |
| Vestcor Inc | 6,926 | $368.0K | 0.01% | +5,507+388.1% | Added |
| Arista Wealth Management, LLC | 7,000 | $372.4K | 0.05% | +7,000 | New |
| West Tower Group, LLC | 7,000 | $372.4K | 1.16% | +7,000 | New |
| Willis Johnson & Associates, Inc. | 7,015 | $373.2K | 0.02% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 7,027 | $373.8K | 0.02% | +7,027 | New |
| Banque Cantonale Vaudoise | 7,044 | $375.0K | 0.01% | +7,044 | New |
| D.A. Davidson & Co. | 7,322 | $389.5K | 0.00% | +7,322 | New |