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 |
|---|---|---|---|---|---|
| KBC Group NV | 1,699 | $90.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,636 | $87.0K | 0.01% | +1,634+81,700.0% | Added |
| Eurizon Capital SGR S.p.A. | 1,820 | $86.4K | 0.00% | +1,553+581.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,546 | $82.2K | 0.00% | −484−23.8% | Reduced |
| McGuire Capital Advisors Inc | 1,515 | $80.6K | 0.05% | +1,399+1,206.0% | Added |
| Hantz Financial Services, Inc. | 1,500 | $80.0K | 0.00% | +1,500 | New |
| Armstrong Advisory Group, Inc | 1,290 | $68.6K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 1,101 | $58.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,000 | $53.2K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 1,000 | $53.2K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 800 | $42.6K | 0.00% | +800 | New |
| Parallel Advisors, LLC | 762 | $40.6K | 0.00% | +143+23.1% | Added |
| Intentional Wealth Strategies, LLC | 749 | $39.8K | 0.04% | +749 | New |
| Strategic Advocates LLC | 700 | $37.2K | 0.16% | −70−9.1% | Reduced |
| Rocky Mountain Advisers, LLC | 650 | $34.6K | 0.01% | −18−2.7% | Reduced |
| Hanson & Doremus Investment Management | 576 | $31.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 569 | $30.3K | 0.00% | +9+1.6% | Added |
| SHP Wealth Management | 563 | $30.0K | 0.00% | +363+181.5% | Added |
| Parkside Financial Bank & Trust | 536 | $28.5K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 500 | $26.6K | 0.01% | +500 | New |
| Huntington National Bank | 453 | $24.1K | 0.00% | +453 | New |
| National Bank of Canada | 427 | $22.7K | 0.00% | +281+192.5% | Added |
| Nemes Rush Group LLC | 396 | $21.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 377 | $20.1K | 0.00% | −33−8.0% | Reduced |
| Sound Income Strategies, LLC | 360 | $19.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 368 | $19.6K | 0.00% | +28+8.2% | Added |
| Toth Financial Advisory Corp | 335 | $17.8K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 300 | $17.0K | 0.02% | +300 | New |
| Ameriflex Group, Inc. | 308 | $16.4K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 258 | $13.7K | 0.00% | +8+3.2% | Added |
| Financial Freedom, LLC | 254 | $13.5K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 254 | $13.5K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 250 | $13.3K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 243 | $13.0K | 0.00% | −58−19.3% | Reduced |
| IMG Wealth Management, Inc. | 239 | $12.7K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 233 | $12.4K | 0.00% | +233 | New |
| Atlantic Edge Private Wealth Management, LLC | 225 | $12.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 189 | $10.1K | 0.00% | −66−25.9% | Reduced |
| Insight Financial Services | 182 | $9.68K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 173 | $9.20K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 159 | $8.00K | 0.01% | +159 | New |
| West Financial Advisors, LLC | 150 | $7.98K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 140 | $7.45K | 0.00% | 00.0% | Unchanged |
| City State Bank | 135 | $7.18K | 0.00% | +135 | New |
| Geneos Wealth Management Inc. | 128 | $6.81K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 120 | $6.38K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $5.47K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 101 | $5.37K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 88 | $4.68K | 0.00% | +88 | New |
| Kilter Group LLC | 83 | $4.42K | 0.00% | +42+102.4% | Added |
| Fortitude Family Office, LLC | 82 | $4.36K | 0.00% | +27+49.1% | Added |
| Essential Partners LLC | 68 | $3.62K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 67 | $3.56K | 0.00% | +67 | New |
| Meramec Financial Planners, LLC | 50 | $3.26K | 0.00% | +50 | New |
| HighMark Wealth Management LLC | 56 | $2.96K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 54 | $2.87K | 0.00% | −82−60.3% | Reduced |
| Bogart Wealth, LLC | 54 | $2.87K | 0.00% | −22−28.9% | Reduced |
| GAMMA Investing LLC | 54 | $2.87K | 0.00% | +1+1.9% | Added |
| Investors Portfolio Services LLC | 51 | $2.68K | 0.00% | +1+2.0% | Added |
| Bank of Jackson Hole Trust | 50 | $2.66K | 0.00% | −62−55.4% | Reduced |
| Barrett & Company, Inc. | 50 | $2.66K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 50 | $2.66K | 0.00% | +50 | New |
| Versant Capital Management, Inc | 40 | $2.13K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 40 | $2.13K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 40 | $2.13K | 0.00% | +7+21.2% | Added |
| NBC Securities, Inc. | 40 | $2.13K | 0.00% | +40 | New |
| Strive Financial Group ,LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 50 | $2.00K | 0.00% | +50 | New |
| Pinnacle Wealth Planning Services, Inc. | 33 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 32 | $1.75K | 0.00% | +15+88.2% | Added |
| ORG Wealth Partners, LLC | 32 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 25 | $1.65K | 0.00% | +2+8.7% | Added |
| Investors Research Corp | 30 | $1.60K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 29 | $1.54K | 0.00% | −181−86.2% | Reduced |
| Stone House Investment Management, LLC | 27 | $1.45K | 0.00% | +7+35.0% | Added |
| Assetmark, Inc | 26 | $1.38K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 24 | $1.28K | 0.00% | +24 | New |
| Bell Investment Advisors, Inc | 23 | $1.22K | 0.00% | +23 | New |
| Root Financial Partners, LLC | 22 | $1.17K | 0.00% | +14+175.0% | Added |
| Clean Yield Group | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 19 | $1.01K | 0.00% | −2−9.5% | Reduced |
| CX Institutional | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 14 | $1.00K | 0.00% | +14 | New |
| SWAN Capital LLC | 15 | $798 | 0.00% | +15 | New |
| CVA Family Office, LLC | 13 | $692 | 0.00% | +13 | New |
| Manchester Capital Management LLC | 10 | $532 | 0.00% | −1−9.1% | Reduced |
| JFS Wealth Advisors, LLC | 10 | $532 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 9 | $479 | 0.00% | +9 | New |
| Keating Financial Advisory Services, Inc. | 5 | $266 | 0.00% | −608−99.2% | Reduced |
| Addison Advisors LLC | 5 | $266 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $266 | 0.00% | 00.0% | Unchanged |