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 |
|---|---|---|---|---|---|
| Addison Capital Co | 7,375 | $392.4K | 0.07% | 00.0% | Unchanged |
| Somerset Trust Co | 7,398 | $393.6K | 0.12% | +21+0.3% | Added |
| American Century Companies Inc | 7,526 | $400.4K | 0.00% | +7,526 | New |
| Pictet Asset Management Holding SA | 7,733 | $411.4K | 0.00% | 00.0% | Unchanged |
| Werlinich Asset Management, LLC | 8,008 | $426.0K | 0.21% | +1,325+19.8% | Added |
| Laffer Tengler Investments | 8,023 | $426.8K | 0.06% | +2,125+36.0% | Added |
| Prime Capital Investment Advisors, LLC | 8,355 | $444.5K | 0.01% | +8,355 | New |
| Circle Wealth Management, LLC | 8,395 | $446.6K | 0.01% | +38+0.5% | Added |
| Patten Group, Inc. | 8,488 | $451.6K | 0.08% | +8,488 | New |
| Mark Sheptoff Financial Planning, LLC | 7,825 | $454.5K | 0.24% | −125−1.6% | Reduced |
| Blueshift Asset Management, LLC | 8,974 | $477.4K | 0.14% | +1,421+18.8% | Added |
| Tyche Wealth Partners LLC | 8,990 | $478.3K | 0.07% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,030 | $480.4K | 0.00% | +595+7.1% | Added |
| Natixis | 9,086 | $483.4K | 0.00% | +641+7.6% | Added |
| Veracity Capital LLC | 9,160 | $487.3K | 0.17% | −378−4.0% | Reduced |
| Sunbelt Securities, Inc. | 9,203 | $489.6K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 9,229 | $491.0K | 0.00% | −615−6.2% | Reduced |
| Walleye Capital LLC | 9,377 | $498.9K | 0.00% | −28,915−75.5% | Reduced |
| GWM Advisors LLC | 9,653 | $513.5K | 0.00% | −58−0.6% | Reduced |
| Vident Advisory, LLC | 9,978 | $530.8K | 0.00% | −2,304−18.8% | Reduced |
| Engineers Gate Manager LP | 9,994 | $531.7K | 0.01% | +9,994 | New |
| LGL Partners, LLC | 10,000 | $532.0K | 0.22% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 10,328 | $549.5K | 0.07% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 10,662 | $567.2K | 0.00% | −713−6.3% | Reduced |
| Altfest L J & Co Inc | 10,960 | $583.1K | 0.06% | +10,960 | New |
| Captrust Financial Advisors | 10,979 | $584.1K | 0.00% | +397+3.8% | Added |
| KLP Kapitalforvaltning AS | 11,100 | $590.5K | 0.00% | +400+3.7% | Added |
| United Asset Strategies, Inc. | 11,246 | $598.3K | 0.05% | +11,246 | New |
| Advisory Services Network, LLC | 11,260 | $599.0K | 0.01% | +3,212+39.9% | Added |
| Rockefeller Capital Management L.P. | 11,366 | $604.7K | 0.00% | +1,123+11.0% | Added |
| Littlejohn Financial Services, Inc. | 11,424 | $607.8K | 0.46% | +3,868+51.2% | Added |
| Allstate Corp | 11,560 | $615.0K | 0.01% | +11,560 | New |
| Clear Creek Financial Management, LLC | 11,652 | $619.9K | 0.05% | +1,680+16.8% | Added |
| Van Eck Associates Corp | 11,752 | $625.0K | 0.00% | +5,207+79.6% | Added |
| Oppenheimer & Co Inc | 11,869 | $631.4K | 0.01% | +7,535+173.9% | Added |
| Ossiam | 11,910 | $633.6K | 0.01% | +5,632+89.7% | Added |
| Quent Capital, LLC | 12,000 | $638.4K | 0.05% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,042 | $640.6K | 0.00% | +683+6.0% | Added |
| Asset Management One Co.,Ltd. | 12,070 | $642.1K | 0.00% | +12,070 | New |
| Vanguard Investments Australia, Ltd. | 12,088 | $643.1K | 0.00% | +12,088 | New |
| AlphaCentric Advisors LLC | 12,500 | $665.0K | 0.66% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 12,915 | $687.1K | 0.35% | −560−4.2% | Reduced |
| Kestra Advisory Services, LLC | 13,079 | $695.8K | 0.00% | +5,348+69.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,515 | $719.0K | 0.00% | +1,150+9.3% | Added |
| Nordwand Advisors, LLC | 13,635 | $725.4K | 0.13% | +200+1.5% | Added |
| Arizona State Retirement System | 13,760 | $732.0K | 0.00% | −368−2.6% | Reduced |
| Arkadios Wealth Advisors | 14,055 | $747.7K | 0.01% | −2,624−15.7% | Reduced |
| Greenwood Gearhart Inc | 14,217 | $756.3K | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 14,689 | $781.5K | 0.01% | −99,647−87.2% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 14,809 | $787.8K | 0.05% | +14,809 | New |
| Schonfeld Strategic Advisors LLC | 16,156 | $859.5K | 0.01% | +16,156 | New |
| Financial Engines Advisors L.L.C. | 16,170 | $860.2K | 0.00% | +154+1.0% | Added |
| Russell Investments Group, Ltd. | 16,583 | $882.3K | 0.00% | −5,882−26.2% | Reduced |
| Entropy Technologies, LP | 16,624 | $884.4K | 0.04% | +16,624 | New |
| Mirae Asset Global Investments Co., Ltd. | 16,996 | $904.2K | 0.00% | −3,670−17.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 17,221 | $916.2K | 0.37% | +826+5.0% | Added |
| Vontobel Holding Ltd. | 17,228 | $916.5K | 0.00% | +11,428+197.0% | Added |
| Green Alpha Advisors, LLC | 17,328 | $921.9K | 0.91% | −229−1.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 17,338 | $922.4K | 0.00% | +17,338 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17,779 | $945.8K | 0.00% | +2,684+17.8% | Added |
| Bank of Montreal | 18,283 | $972.7K | 0.00% | +18,283 | New |
| Havemeyer Place LP | 18,703 | $995.0K | 0.11% | +9,359+100.2% | Added |
| Mutual Advisors, LLC | 19,099 | $1.02M | 0.02% | −16,462−46.3% | Reduced |
| Private Advisor Group, LLC | 19,257 | $1.02M | 0.00% | +2,070+12.0% | Added |
| Envestnet Asset Management Inc | 19,607 | $1.04M | 0.00% | +14,366+274.1% | Added |
| Arta Finance Wealth Management LLC | 19,773 | $1.05M | 0.52% | +828+4.4% | Added |
| EverSource Wealth Advisors, LLC | 20,168 | $1.07M | 0.03% | −599−2.9% | Reduced |
| Fund Advisors of America Inc | 20,258 | $1.08M | 1.09% | −2,894−12.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,378 | $1.08M | 0.00% | −2,172−9.6% | Reduced |
| Pathstone Holdings, LLC | 20,380 | $1.08M | 0.00% | −142−0.7% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 20,465 | $1.09M | 0.05% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 20,554 | $1.09M | 0.01% | +7,442+56.8% | Added |
| MML Investors Services, LLC | 20,761 | $1.10M | 0.00% | +13,990+206.6% | Added |
| Janus Henderson Group PLC | 21,280 | $1.13M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 21,685 | $1.15M | 0.00% | −6,569−23.2% | Reduced |
| Baird Financial Group, Inc. | 23,427 | $1.25M | 0.00% | +1,875+8.7% | Added |
| HighTower Advisors, LLC | 23,548 | $1.25M | 0.00% | −490−2.0% | Reduced |
| Jones Financial Companies LLLP | 25,010 | $1.26M | 0.00% | +14,886+147.0% | Added |
| Elo Mutual Pension Insurance Co | 24,292 | $1.29M | 0.02% | +24,292 | New |
| Vanguard Global Advisers, LLC | 24,603 | $1.31M | 0.00% | +24,603 | New |
| Spire Wealth Management | 24,799 | $1.32M | 0.05% | +1,398+6.0% | Added |
| Park West Asset Management LLC | 25,000 | $1.33M | 0.12% | +25,000 | New |
| Prospera Financial Services Inc | 25,482 | $1.36M | 0.02% | −1,092−4.1% | Reduced |
| Integrity Alliance, LLC. | 25,679 | $1.37M | 0.05% | −1,357−5.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 26,141 | $1.39M | 0.00% | −1,869−6.7% | Reduced |
| Quantbot Technologies LP | 26,456 | $1.41M | 0.06% | −30,597−53.6% | Reduced |
| Grove Street Fiduciary, LLC | 26,500 | $1.41M | 0.62% | 00.0% | Unchanged |
| Woodson Capital Management, LP | 26,942 | $1.43M | 0.23% | +26,942 | New |
| UNICOM Systems, Inc. | 27,147 | $1.44M | 0.15% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 27,619 | $1.47M | 0.03% | +18,613+206.7% | Added |
| Cherry Creek Investment Advisors, Inc. | 28,188 | $1.50M | 0.65% | −2,434−7.9% | Reduced |
| Polianta Ltd | 30,000 | $1.60M | 0.21% | +30,000 | New |
| Bank of New York Mellon Corp | 30,082 | $1.60M | 0.00% | −57,586−65.7% | Reduced |
| Freemont Management S.A. | 30,200 | $1.61M | 0.30% | −3,100−9.3% | Reduced |
| Kestra Private Wealth Services, LLC | 30,278 | $1.61M | 0.02% | +5,617+22.8% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 28,603 | $1.68M | 0.53% | −65−0.2% | Reduced |
| M&T Bank Corp | 31,663 | $1.68M | 0.01% | +5,918+23.0% | Added |
| State of Wisconsin Investment Board | 32,000 | $1.70M | 0.00% | +19,706+160.3% | Added |
| Empowered Funds, LLC | 33,394 | $1.78M | 0.01% | +5,437+19.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 35,075 | $1.87M | 0.77% | −9,100−20.6% | Reduced |