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 |
|---|---|---|---|---|---|
| Los Angeles Capital Management LLC | 35,526 | $1.89M | 0.01% | +35,302+15,759.8% | Added |
| Barton Investment Management | 36,813 | $1.96M | 0.25% | +6,155+20.1% | Added |
| Seven Grand Managers, LLC | 37,500 | $2.00M | 0.13% | −37,500−50.0% | Reduced |
| Perigon Wealth Management, LLC | 38,580 | $2.05M | 0.04% | +8,555+28.5% | Added |
| Steward Partners Investment Advisory, LLC | 38,817 | $2.07M | 0.01% | −2,705−6.5% | Reduced |
| Marathon Capital Management | 38,870 | $2.07M | 0.46% | −700−1.8% | Reduced |
| Once Capital Management, LLC | 40,000 | $2.13M | 0.57% | +36,600+1,076.5% | Added |
| Taylor Frigon Capital Management LLC | 40,457 | $2.15M | 1.22% | −283−0.7% | Reduced |
| Commonwealth Equity Services, LLC | 41,244 | $2.19M | 0.00% | −1,539−3.6% | Reduced |
| Proactive Wealth Strategies LLC | 41,334 | $2.20M | 0.41% | +26,549+179.6% | Added |
| Man Group plc | 41,865 | $2.23M | 0.00% | −46,007−52.4% | Reduced |
| Tanaka Capital Management Inc | 43,094 | $2.29M | 3.83% | −260−0.6% | Reduced |
| 1832 Asset Management L.P. | 44,100 | $2.35M | 0.00% | +35,100+390.0% | Added |
| Barclays PLC | 44,217 | $2.35M | 0.00% | +15,906+56.2% | Added |
| DDD Partners, LLC | 44,376 | $2.36M | 0.16% | +1,242+2.9% | Added |
| Peregrine Asset Advisers, Inc. | 44,719 | $2.38M | 0.64% | +44,719 | New |
| Simplex Trading, LLC | 44,932 | $2.39M | 0.07% | −4,675−9.4% | Reduced |
| Ensign Peak Advisors, Inc | 45,506 | $2.42M | 0.00% | +2,548+5.9% | Added |
| Bouvel Investment Partners, LLC | 45,926 | $2.44M | 0.71% | +1,644+3.7% | Added |
| Cetera Investment Advisers | 46,247 | $2.46M | 0.00% | +13,111+39.6% | Added |
| Zevenbergen Capital Investments LLC | 47,450 | $2.52M | 0.07% | −41,300−46.5% | Reduced |
| Ameriprise Financial Inc | 47,478 | $2.53M | 0.00% | +27,592+138.8% | Added |
| AQR Capital Management LLC | 48,777 | $2.59M | 0.00% | +7,008+16.8% | Added |
| Advisor Group Holdings, Inc. | 49,177 | $2.62M | 0.00% | +4,399+9.8% | Added |
| Group One Trading, L.P. | 49,473 | $2.63M | 0.09% | +49,473 | New |
| Brevan Howard Capital Management LP | 50,698 | $2.70M | 0.03% | +33,797+200.0% | Added |
| Legato Capital Management LLC | 51,000 | $2.71M | 0.25% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 52,505 | $2.79M | 0.58% | −669−1.3% | Reduced |
| Stifel Financial Corp | 52,643 | $2.80M | 0.00% | −12,513−19.2% | Reduced |
| Black Swift Group, LLC | 53,625 | $2.85M | 0.50% | +20,500+61.9% | Added |
| Algert Global LLC | 54,668 | $2.91M | 0.04% | +24,578+81.7% | Added |
| California State Teachers Retirement System | 55,871 | $2.97M | 0.00% | +11,260+25.2% | Added |
| Vanguard Asset Management, Ltd | 57,740 | $3.07M | 0.00% | +57,740 | New |
| 180 Wealth Advisors, LLC | 59,601 | $3.17M | 0.36% | +1,894+3.3% | Added |
| Register Financial Advisors LLC | 60,022 | $3.19M | 1.18% | +730+1.2% | Added |
| Navis Wealth Advisors, LLC | 66,794 | $3.55M | 1.81% | −26,016,849−99.7% | Reduced |
| Wealthfront Advisers LLC | 71,248 | $3.79M | 0.01% | +44,676+168.1% | Added |
| Advisors Asset Management, Inc. | 72,164 | $3.84M | 0.06% | +2,950+4.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 81,620 | $4.34M | 0.06% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 83,403 | $4.44M | 0.05% | +10,820+14.9% | Added |
| Invesco Ltd. | 83,755 | $4.46M | 0.00% | −24,962−23.0% | Reduced |
| Balyasny Asset Management LLC | 84,463 | $4.49M | 0.01% | +78,860+1,407.5% | Added |
| Bourne Lent Asset Management Inc | 87,460 | $4.65M | 1.71% | −1,100−1.2% | Reduced |
| Voleon Capital Management LP | 88,938 | $4.73M | 0.10% | −105,223−54.2% | Reduced |
| Susquehanna International Group, LLP | 89,525 | $4.76M | 0.01% | +89,525 | New |
| Wiley Bros.-Aintree Capital, LLC | 89,559 | $4.76M | 0.02% | +80,152+852.0% | Added |
| UBS Asset Management Americas Inc | 93,566 | $4.98M | 0.00% | +2,835+3.1% | Added |
| Swiss National Bank | 98,800 | $5.26M | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 100,018 | $5.32M | 0.00% | +29,152+41.1% | Added |
| Capital Fund Management S.A. | 107,537 | $5.72M | 0.05% | +33,207+44.7% | Added |
| Amundi | 108,553 | $5.78M | 0.00% | +44,132+68.5% | Added |
| Dimensional Fund Advisors LP | 109,015 | $5.79M | 0.00% | +22,895+26.6% | Added |
| Davy Global Fund Management Ltd | 114,513 | $6.09M | 0.46% | −8,041−6.6% | Reduced |
| Blair William & Co | 115,059 | $6.12M | 0.02% | −8,878−7.2% | Reduced |
| Slow Capital, Inc. | 121,500 | $6.46M | 0.84% | −995−0.8% | Reduced |
| Aquatic Capital Management LLC | 126,521 | $6.73M | 0.19% | +8,386+7.1% | Added |
| Victory Capital Management Inc | 142,153 | $7.56M | 0.00% | +21,220+17.5% | Added |
| SEI Investments Co | 144,420 | $7.68M | 0.01% | +25,024+21.0% | Added |
| Tudor Investment Corp Et Al | 147,722 | $7.86M | 0.04% | +42,396+40.3% | Added |
| Adage Capital Partners GP, L.L.C. | 150,440 | $8.00M | 0.01% | +150,440 | New |
| Wells Fargo & Company | 156,532 | $8.33M | 0.00% | +4,238+2.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 158,877 | $8.45M | 0.01% | +59,627+60.1% | Added |
| Price T Rowe Associates Inc | 173,815 | $9.25M | 0.00% | +2,222+1.3% | Added |
| Bridgewater Associates, LP | 176,987 | $9.42M | 0.04% | +94,432+114.4% | Added |
| Northern Trust Corp | 181,268 | $9.64M | 0.00% | +5,821+3.3% | Added |
| Mirova | 189,642 | $10.1M | 0.41% | +189,642 | New |
| Point72 Asset Management, L.P. | 206,516 | $11.0M | 0.02% | +206,516 | New |
| Citigroup Inc | 208,781 | $11.1M | 0.01% | +155,671+293.1% | Added |
| Marshall Wace, LLP | 212,918 | $11.3M | 0.01% | −358,463−62.7% | Reduced |
| Handelsbanken Fonder AB | 224,517 | $11.9M | 0.04% | −198,503−46.9% | Reduced |
| Frontier Capital Management Co LLC | 245,054 | $13.0M | 0.13% | +233,756+2,069.0% | Added |
| D. E. Shaw & Co., Inc. | 248,510 | $13.2M | 0.01% | +193,458+351.4% | Added |
| Ghisallo Capital Management LLC | 250,000 | $13.3M | 0.37% | −809,400−76.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 262,113 | $13.9M | 0.03% | −15,025−5.4% | Reduced |
| USS Investment Management Ltd | 281,981 | $15.0M | 0.06% | +281,981 | New |
| BNP Paribas Arbitrage, SA | 301,733 | $16.1M | 0.01% | −28,587−8.7% | Reduced |
| LPL Financial LLC | 302,280 | $16.1M | 0.00% | +84,251+38.6% | Added |
| First Trust Advisors LP | 308,535 | $16.4M | 0.01% | −115,098−27.2% | Reduced |
| Trexquant Investment LP | 324,004 | $17.2M | 0.12% | −71,403−18.1% | Reduced |
| Millennium Management LLC | 357,412 | $19.0M | 0.01% | +85,025+31.2% | Added |
| Legal & General Group Plc | 362,533 | $19.3M | 0.00% | +112,636+45.1% | Added |
| Vanguard Fiduciary Trust Co | 364,851 | $19.4M | 0.00% | +364,851 | New |
| S Squared Technology, LLC | 369,126 | $19.6M | 7.43% | +105,000+39.8% | Added |
| Charles Schwab Investment Management Inc | 378,501 | $20.1M | 0.00% | +30,557+8.8% | Added |
| Canada Pension Plan Investment Board | 396,000 | $21.1M | 0.01% | +391,100+7,981.6% | Added |
| UBS Group AG | 398,945 | $21.2M | 0.00% | −501,529−55.7% | Reduced |
| Burkehill Global Management, LP | 475,000 | $25.3M | 1.25% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 493,942 | $26.3M | 0.20% | +166,763+51.0% | Added |
| State Street Corp | 519,742 | $27.7M | 0.00% | +33,026+6.8% | Added |
| Hood River Capital Management LLC | 524,415 | $27.9M | 0.28% | +70,423+15.5% | Added |
| Franklin Resources Inc | 544,992 | $29.0M | 0.01% | +107,197+24.5% | Added |
| Citadel Advisors LLC | 626,465 | $33.3M | 0.02% | −205,544−24.7% | Reduced |
| Renaissance Technologies LLC | 714,800 | $38.0M | 0.06% | −190,900−21.1% | Reduced |
| TCW Group Inc | 731,166 | $38.9M | 0.29% | +168,606+30.0% | Added |
| Allspring Global Investments Holdings, LLC | 724,976 | $39.7M | 0.07% | −1,435−0.2% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 782,223 | $41.6M | 0.32% | +139,310+21.7% | Added |
| Geode Capital Management, LLC | 822,048 | $43.7M | 0.00% | +94,739+13.0% | Added |
| Two Sigma Investments, LP | 939,968 | $50.0M | 0.04% | +226,662+31.8% | Added |
| Raymond James Financial Inc | 957,340 | $50.9M | 0.02% | +5,222+0.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,040,635 | $55.0M | 0.07% | −291,130−21.9% | Reduced |