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 |
|---|---|---|---|---|---|
| Tanaka Capital Management Inc | 43,094 | $2.29M | 3.83% | −260−0.6% | Reduced |
| Man Group plc | 41,865 | $2.23M | 0.00% | −46,007−52.4% | Reduced |
| Proactive Wealth Strategies LLC | 41,334 | $2.20M | 0.41% | +26,549+179.6% | Added |
| Commonwealth Equity Services, LLC | 41,244 | $2.19M | 0.00% | −1,539−3.6% | Reduced |
| Taylor Frigon Capital Management LLC | 40,457 | $2.15M | 1.22% | −283−0.7% | Reduced |
| Once Capital Management, LLC | 40,000 | $2.13M | 0.57% | +36,600+1,076.5% | Added |
| Marathon Capital Management | 38,870 | $2.07M | 0.46% | −700−1.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 38,817 | $2.07M | 0.01% | −2,705−6.5% | Reduced |
| Perigon Wealth Management, LLC | 38,580 | $2.05M | 0.04% | +8,555+28.5% | Added |
| Seven Grand Managers, LLC | 37,500 | $2.00M | 0.13% | −37,500−50.0% | Reduced |
| Barton Investment Management | 36,813 | $1.96M | 0.25% | +6,155+20.1% | Added |
| Los Angeles Capital Management LLC | 35,526 | $1.89M | 0.01% | +35,302+15,759.8% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 35,075 | $1.87M | 0.77% | −9,100−20.6% | Reduced |
| Empowered Funds, LLC | 33,394 | $1.78M | 0.01% | +5,437+19.4% | Added |
| State of Wisconsin Investment Board | 32,000 | $1.70M | 0.00% | +19,706+160.3% | Added |
| M&T Bank Corp | 31,663 | $1.68M | 0.01% | +5,918+23.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 28,603 | $1.68M | 0.53% | −65−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 30,278 | $1.61M | 0.02% | +5,617+22.8% | Added |
| Freemont Management S.A. | 30,200 | $1.61M | 0.30% | −3,100−9.3% | Reduced |
| Bank of New York Mellon Corp | 30,082 | $1.60M | 0.00% | −57,586−65.7% | Reduced |
| Polianta Ltd | 30,000 | $1.60M | 0.21% | +30,000 | New |
| Cherry Creek Investment Advisors, Inc. | 28,188 | $1.50M | 0.65% | −2,434−7.9% | Reduced |
| Boothbay Fund Management, LLC | 27,619 | $1.47M | 0.03% | +18,613+206.7% | Added |
| UNICOM Systems, Inc. | 27,147 | $1.44M | 0.15% | 00.0% | Unchanged |
| Woodson Capital Management, LP | 26,942 | $1.43M | 0.23% | +26,942 | New |
| Grove Street Fiduciary, LLC | 26,500 | $1.41M | 0.62% | 00.0% | Unchanged |
| Quantbot Technologies LP | 26,456 | $1.41M | 0.06% | −30,597−53.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 26,141 | $1.39M | 0.00% | −1,869−6.7% | Reduced |
| Integrity Alliance, LLC. | 25,679 | $1.37M | 0.05% | −1,357−5.0% | Reduced |
| Prospera Financial Services Inc | 25,482 | $1.36M | 0.02% | −1,092−4.1% | Reduced |
| Park West Asset Management LLC | 25,000 | $1.33M | 0.12% | +25,000 | New |
| Spire Wealth Management | 24,799 | $1.32M | 0.05% | +1,398+6.0% | Added |
| Vanguard Global Advisers, LLC | 24,603 | $1.31M | 0.00% | +24,603 | New |
| Elo Mutual Pension Insurance Co | 24,292 | $1.29M | 0.02% | +24,292 | New |
| Jones Financial Companies LLLP | 25,010 | $1.26M | 0.00% | +14,886+147.0% | Added |
| HighTower Advisors, LLC | 23,548 | $1.25M | 0.00% | −490−2.0% | Reduced |
| Baird Financial Group, Inc. | 23,427 | $1.25M | 0.00% | +1,875+8.7% | Added |
| Mariner, LLC | 21,685 | $1.15M | 0.00% | −6,569−23.2% | Reduced |
| Janus Henderson Group PLC | 21,280 | $1.13M | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 20,761 | $1.10M | 0.00% | +13,990+206.6% | Added |
| Pinnacle Associates Ltd | 20,554 | $1.09M | 0.01% | +7,442+56.8% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 20,465 | $1.09M | 0.05% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 20,380 | $1.08M | 0.00% | −142−0.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 20,378 | $1.08M | 0.00% | −2,172−9.6% | Reduced |
| Fund Advisors of America Inc | 20,258 | $1.08M | 1.09% | −2,894−12.5% | Reduced |
| EverSource Wealth Advisors, LLC | 20,168 | $1.07M | 0.03% | −599−2.9% | Reduced |
| Arta Finance Wealth Management LLC | 19,773 | $1.05M | 0.52% | +828+4.4% | Added |
| Envestnet Asset Management Inc | 19,607 | $1.04M | 0.00% | +14,366+274.1% | Added |
| Private Advisor Group, LLC | 19,257 | $1.02M | 0.00% | +2,070+12.0% | Added |
| Mutual Advisors, LLC | 19,099 | $1.02M | 0.02% | −16,462−46.3% | Reduced |
| Havemeyer Place LP | 18,703 | $995.0K | 0.11% | +9,359+100.2% | Added |
| Bank of Montreal | 18,283 | $972.7K | 0.00% | +18,283 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17,779 | $945.8K | 0.00% | +2,684+17.8% | Added |
| Jacobs Levy Equity Management, Inc | 17,338 | $922.4K | 0.00% | +17,338 | New |
| Green Alpha Advisors, LLC | 17,328 | $921.9K | 0.91% | −229−1.3% | Reduced |
| Vontobel Holding Ltd. | 17,228 | $916.5K | 0.00% | +11,428+197.0% | Added |
| Retirement Planning Co of New England, Inc. | 17,221 | $916.2K | 0.37% | +826+5.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 16,996 | $904.2K | 0.00% | −3,670−17.8% | Reduced |
| Entropy Technologies, LP | 16,624 | $884.4K | 0.04% | +16,624 | New |
| Russell Investments Group, Ltd. | 16,583 | $882.3K | 0.00% | −5,882−26.2% | Reduced |
| Financial Engines Advisors L.L.C. | 16,170 | $860.2K | 0.00% | +154+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 16,156 | $859.5K | 0.01% | +16,156 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 14,809 | $787.8K | 0.05% | +14,809 | New |
| Verition Fund Management LLC | 14,689 | $781.5K | 0.01% | −99,647−87.2% | Reduced |
| Greenwood Gearhart Inc | 14,217 | $756.3K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 14,055 | $747.7K | 0.01% | −2,624−15.7% | Reduced |
| Arizona State Retirement System | 13,760 | $732.0K | 0.00% | −368−2.6% | Reduced |
| Nordwand Advisors, LLC | 13,635 | $725.4K | 0.13% | +200+1.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,515 | $719.0K | 0.00% | +1,150+9.3% | Added |
| Kestra Advisory Services, LLC | 13,079 | $695.8K | 0.00% | +5,348+69.2% | Added |
| Darden Wealth Group Inc | 12,915 | $687.1K | 0.35% | −560−4.2% | Reduced |
| AlphaCentric Advisors LLC | 12,500 | $665.0K | 0.66% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 12,088 | $643.1K | 0.00% | +12,088 | New |
| Asset Management One Co.,Ltd. | 12,070 | $642.1K | 0.00% | +12,070 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,042 | $640.6K | 0.00% | +683+6.0% | Added |
| Quent Capital, LLC | 12,000 | $638.4K | 0.05% | 00.0% | Unchanged |
| Ossiam | 11,910 | $633.6K | 0.01% | +5,632+89.7% | Added |
| Oppenheimer & Co Inc | 11,869 | $631.4K | 0.01% | +7,535+173.9% | Added |
| Van Eck Associates Corp | 11,752 | $625.0K | 0.00% | +5,207+79.6% | Added |
| Clear Creek Financial Management, LLC | 11,652 | $619.9K | 0.05% | +1,680+16.8% | Added |
| Allstate Corp | 11,560 | $615.0K | 0.01% | +11,560 | New |
| Littlejohn Financial Services, Inc. | 11,424 | $607.8K | 0.46% | +3,868+51.2% | Added |
| Rockefeller Capital Management L.P. | 11,366 | $604.7K | 0.00% | +1,123+11.0% | Added |
| Advisory Services Network, LLC | 11,260 | $599.0K | 0.01% | +3,212+39.9% | Added |
| United Asset Strategies, Inc. | 11,246 | $598.3K | 0.05% | +11,246 | New |
| KLP Kapitalforvaltning AS | 11,100 | $590.5K | 0.00% | +400+3.7% | Added |
| Captrust Financial Advisors | 10,979 | $584.1K | 0.00% | +397+3.8% | Added |
| Altfest L J & Co Inc | 10,960 | $583.1K | 0.06% | +10,960 | New |
| Manufacturers Life Insurance Company, The | 10,662 | $567.2K | 0.00% | −713−6.3% | Reduced |
| Central Pacific Bank - Trust Division | 10,328 | $549.5K | 0.07% | 00.0% | Unchanged |
| LGL Partners, LLC | 10,000 | $532.0K | 0.22% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 9,994 | $531.7K | 0.01% | +9,994 | New |
| Vident Advisory, LLC | 9,978 | $530.8K | 0.00% | −2,304−18.8% | Reduced |
| GWM Advisors LLC | 9,653 | $513.5K | 0.00% | −58−0.6% | Reduced |
| Walleye Capital LLC | 9,377 | $498.9K | 0.00% | −28,915−75.5% | Reduced |
| CWM, LLC | 9,229 | $491.0K | 0.00% | −615−6.2% | Reduced |
| Sunbelt Securities, Inc. | 9,203 | $489.6K | 0.03% | 00.0% | Unchanged |
| Veracity Capital LLC | 9,160 | $487.3K | 0.17% | −378−4.0% | Reduced |
| Natixis | 9,086 | $483.4K | 0.00% | +641+7.6% | Added |
| Mercer Global Advisors Inc | 9,030 | $480.4K | 0.00% | +595+7.1% | Added |