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 |
|---|---|---|---|---|---|
| Bank of America Corp | 1,040,617 | $55.4M | 0.00% | −174,912−14.4% | Reduced |
| Goldman Sachs Group Inc | 1,335,760 | $71.1M | 0.01% | +463,160+53.1% | Added |
| BlackRock, Inc. | 1,444,327 | $76.8M | 0.00% | +182,788+14.5% | Added |
| FMR LLC | 1,821,565 | $96.9M | 0.01% | +109,486+6.4% | Added |
| JPMorgan Chase & Co | 2,363,546 | $112.1M | 0.01% | +189,174+8.7% | Added |
| Morgan Stanley | 2,330,286 | $124.0M | 0.01% | −200,588−7.9% | Reduced |
| Vanguard Capital Management LLC | 2,915,736 | $155.1M | 0.00% | +2,915,736 | New |
| Vanguard Portfolio Management LLC | 3,770,318 | $200.6M | 0.01% | +3,770,318 | New |
| SVF Sponsor III (DE) LLC | 5,590,000 | $297.4M | 100.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 12,479,888 | $663.9M | 0.68% | +38,888+0.3% | Added |
| Walmart Inc. | 15,000,000 | $798.0M | 94.96% | 00.0% | Unchanged |
| Softbank Group Corp | 39,825,312 | $2.12B | 18.57% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 100 | – | – | −700−87.5% | Reduced |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −714,250−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −411,000−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −105,269−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −75,701−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −45,402−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −40,742−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −25,464−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −25,458−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −23,515−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −23,198−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −22,777−100.0% | Sold out |
| Western Financial Corp | 0 | $0 | 0.00% | −15,821−100.0% | Sold out |
| Fortis Group Advisors, LLC | 0 | $0 | 0.00% | −16,898−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −13,635−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −12,616−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −11,466−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,980−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −8,911−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −7,905−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −5,921−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −5,738−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −5,582−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −5,201−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −5,130−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −5,015−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −4,684−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −4,298−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −4,144−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −4,185−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,167−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −4,103−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −3,999−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −3,908−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −3,691−100.0% | Sold out |
| RDA Financial Network | 0 | $0 | 0.00% | −3,639−100.0% | Sold out |
| Churchill Financial Advisors, LLC | 0 | $0 | 0.00% | −3,620−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −3,618−100.0% | Sold out |
| Laurel Oak Wealth Management, LLC | 0 | $0 | 0.00% | −3,533−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −3,501−100.0% | Sold out |
| Mayport, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Total Investment Management Inc | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −2,132−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,059−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −1,785−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −1,690−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Greenline Wealth Management LLC | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| Quattro Advisors LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Darwin Advisors, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Roble, Belko & Company, Inc | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| New England Capital Financial Advisors LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| DecisionPoint Financial, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |
| Stephens Consulting, LLC | – | – | – | – | Not filed |