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 |
|---|---|---|---|---|---|
| Tyche Wealth Partners LLC | 8,990 | $478.3K | 0.07% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 8,974 | $477.4K | 0.14% | +1,421+18.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 7,825 | $454.5K | 0.24% | −125−1.6% | Reduced |
| Patten Group, Inc. | 8,488 | $451.6K | 0.08% | +8,488 | New |
| Circle Wealth Management, LLC | 8,395 | $446.6K | 0.01% | +38+0.5% | Added |
| Prime Capital Investment Advisors, LLC | 8,355 | $444.5K | 0.01% | +8,355 | New |
| Laffer Tengler Investments | 8,023 | $426.8K | 0.06% | +2,125+36.0% | Added |
| Werlinich Asset Management, LLC | 8,008 | $426.0K | 0.21% | +1,325+19.8% | Added |
| Pictet Asset Management Holding SA | 7,733 | $411.4K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 7,526 | $400.4K | 0.00% | +7,526 | New |
| Somerset Trust Co | 7,398 | $393.6K | 0.12% | +21+0.3% | Added |
| Addison Capital Co | 7,375 | $392.4K | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 7,322 | $389.5K | 0.00% | +7,322 | New |
| Banque Cantonale Vaudoise | 7,044 | $375.0K | 0.01% | +7,044 | New |
| Kingswood Wealth Advisors, LLC | 7,027 | $373.8K | 0.02% | +7,027 | New |
| Willis Johnson & Associates, Inc. | 7,015 | $373.2K | 0.02% | 00.0% | Unchanged |
| 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 |
| Vestcor Inc | 6,926 | $368.0K | 0.01% | +5,507+388.1% | Added |
| Palumbo Wealth Management LLC | 6,846 | $364.2K | 0.09% | +1,170+20.6% | Added |
| JustInvest LLC | 6,614 | $351.9K | 0.00% | +188+2.9% | Added |
| Alchemi Wealth, LLC | 6,600 | $351.1K | 0.19% | −500−7.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 6,479 | $344.7K | 0.04% | −78−1.2% | Reduced |
| Intrepid Financial Planning Group LLC | 6,470 | $344.2K | 0.14% | +880+15.7% | Added |
| Skopos Labs, Inc. | 6,334 | $337.0K | 0.01% | +6,334 | New |
| Phoenix Holdings Ltd. | 6,200 | $329.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,159 | $327.7K | 0.00% | −193−3.0% | Reduced |
| TD Asset Management Inc | 6,126 | $325.9K | 0.00% | +2,373+63.2% | Added |
| IFP Advisors, Inc | 6,111 | $325.1K | 0.01% | +4,189+218.0% | Added |
| Qsemble Capital Management, LP | 6,078 | $323.4K | 0.02% | +6,078 | New |
| International Assets Investment Management, LLC | 5,844 | $320.4K | 0.02% | +300+5.4% | Added |
| SBI Securities Co., Ltd. | 5,995 | $318.9K | 0.01% | −3,467−36.6% | Reduced |
| Creative Planning | 5,927 | $315.3K | 0.00% | +1,351+29.5% | Added |
| Deutsche Bank AG | 5,746 | $305.7K | 0.00% | +1,456+33.9% | Added |
| Osbon Capital Management LLC | 5,616 | $298.7K | 0.24% | 00.0% | Unchanged |
| Zazove Associates LLC | 5,000 | $297.5K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 5,553 | $295.4K | 0.01% | −150−2.6% | Reduced |
| Concurrent Investment Advisors, LLC | 5,524 | $293.9K | 0.00% | −10−0.2% | Reduced |
| Leonteq Securities AG | 5,507 | $293.0K | 0.02% | +772+16.3% | Added |
| Gotham Asset Management, LLC | 5,407 | $287.7K | 0.00% | +5,407 | New |
| Fifth Third Bancorp | 5,381 | $286.3K | 0.00% | +4,376+435.4% | Added |
| Public Employees Retirement Association of Colorado | 5,356 | $285.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,195 | $284.8K | 0.00% | −102−1.9% | Reduced |
| Private Trust Co NA | 5,250 | $279.3K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,221 | $278.0K | 0.02% | +1,219+30.5% | Added |
| Chung Wu Investment Group, LLC | 5,200 | $276.6K | 0.24% | +5,200 | New |
| Penserra Capital Management LLC | 5,224 | $276.0K | 0.00% | +4,986+2,095.0% | Added |
| Moors & Cabot, Inc. | 5,125 | $272.6K | 0.01% | −75−1.4% | Reduced |
| FORA Capital, LLC | 5,030 | $267.6K | 0.02% | +5,030 | New |
| Northwest & Ethical Investments L.P. | 5,000 | $266.5K | 0.01% | +500+11.1% | Added |
| Defiance ETFs, LLC | 4,980 | $264.9K | 0.00% | +4,980 | New |
| Tannin Capital LLC | 4,964 | $264.1K | 0.19% | +729+17.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,910 | $262.0K | 0.00% | −1,731−26.1% | Reduced |
| Mackenzie Financial Corp | 4,917 | $261.6K | 0.00% | +4,917 | New |
| Two Sigma Securities, LLC | 4,889 | $260.1K | 0.03% | +4,889 | New |
| Midwest Professional Planners, LTD. | 4,885 | $259.9K | 0.06% | +156+3.3% | Added |
| CoreCap Advisors, LLC | 4,856 | $258.3K | 0.01% | −890−15.5% | Reduced |
| Wealthcare Advisory Partners LLC | 4,787 | $254.7K | 0.00% | +192+4.2% | Added |
| QRG Capital Management, Inc. | 4,756 | $253.0K | 0.00% | +4,756 | New |
| Warren Averett Asset Management, LLC | 4,754 | $252.9K | 0.00% | −251−5.0% | Reduced |
| CIBC Bancorp USA Inc. | 4,661 | $248.0K | 0.00% | +4,661 | New |
| Federation des caisses Desjardins du Quebec | 4,611 | $245.3K | 0.00% | +118+2.6% | Added |
| Catalyst Funds Management Pty Ltd | 4,600 | $244.7K | 0.04% | +4,600 | New |
| Thrivent Financial for Lutherans | 4,532 | $241.0K | 0.00% | −495−9.8% | Reduced |
| Griffin Asset Management, Inc. | 4,520 | $240.5K | 0.03% | +4,520 | New |
| SlateStone Wealth, LLC | 4,504 | $240.0K | 0.02% | −1,801−28.6% | Reduced |
| Money Concepts Capital Corp | 4,489 | $238.8K | 0.01% | +4,489 | New |
| Resources Investment Advisors, LLC. | 4,430 | $235.7K | 0.00% | +821+22.7% | Added |
| Cresset Asset Management, LLC | 4,385 | $233.3K | 0.00% | −28−0.6% | Reduced |
| CIBC Asset Management Inc | 4,375 | $232.8K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,339 | $231.0K | 0.00% | +4,339 | New |
| Sig Brokerage, LP | 4,324 | $230.0K | 0.07% | +4,324 | New |
| Malaga Cove Capital, LLC | 4,271 | $227.2K | 0.08% | +4,271 | New |
| O'Shaughnessy Asset Management, LLC | 4,237 | $225.4K | 0.00% | −1,516−26.4% | Reduced |
| Parsons Capital Management Inc | 4,150 | $220.8K | 0.01% | +25+0.6% | Added |
| Aldebaran Financial Inc. | 4,100 | $218.1K | 0.21% | +670+19.5% | Added |
| 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 |
| Ascent Wealth Partners, LLC | 3,942 | $209.7K | 0.02% | +3,942 | New |
| Bridgefront Capital, LLC | 3,925 | $208.8K | 0.05% | +3,925 | New |
| La Banque Postale Asset Management SA | 3,899 | $207.4K | 0.00% | +3,899 | New |
| Perennial Investment Advisors, LLC | 3,895 | $207.2K | 0.02% | +50+1.3% | Added |
| Brookstone Capital Management | 3,837 | $204.1K | 0.00% | +3,837 | New |
| Oak Associates, Ltd | 3,808 | $202.6K | 0.01% | 00.0% | Unchanged |
| Colony Group, LLC | 3,786 | $201.4K | 0.00% | −5,905−60.9% | Reduced |
| Hunting Hill Global Capital, LLC | 3,761 | $200.1K | 0.24% | −4,115−52.2% | Reduced |
| MCF Advisors LLC | 3,564 | $189.6K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3,219 | $171.3K | 0.07% | −7,411−69.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,088 | $164.3K | 0.00% | −723−19.0% | Reduced |
| Centaurus Financial, Inc. | 2,814 | $150.0K | 0.01% | +1,078+62.1% | Added |
| Allworth Financial LP | 2,786 | $148.2K | 0.00% | −284−9.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 2,694 | $143.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 2,633 | $140.1K | 0.00% | +25+1.0% | 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 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1,996 | $106.2K | 0.00% | +1,069+115.3% | Added |
| Crewe Advisors LLC | 1,900 | $101.1K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,786 | $95.0K | 0.02% | +1,786 | New |
| Rhumbline Advisers | 1,769 | $94.1K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,752 | $93.2K | 0.01% | +398+29.4% | Added |