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, Q2 2026
Institutional positions in Symbotic Inc. as of Jun 30, 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
- 419
- +11 vs. Q1 2026
- Shares held
- 116.1M
- +3.03M (+2.7%) vs. Q1 2026
- Total value
- $5.21B
- −$792.7M (−13.2%) vs. Q1 2026
- New holders
- 92
- 172 more added
- Sold out
- 81
- 87 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Softbank Group Corp | 39,825,312 | $1.79B | 9.85% | 00.0% | Unchanged |
| Walmart Inc. | 15,000,000 | $674.3M | 91.61% | 00.0% | Unchanged |
| Baillie Gifford & Co | 12,263,759 | $551.3M | 0.50% | −216,129−1.7% | Reduced |
| Vanguard Portfolio Management LLC | 4,295,652 | $193.1M | 0.01% | +525,334+13.9% | Added |
| Morgan Stanley | 3,867,532 | $173.8M | 0.01% | +1,537,246+66.0% | Added |
| Vanguard Capital Management LLC | 2,851,280 | $128.2M | 0.00% | −64,456−2.2% | Reduced |
| JPMorgan Chase & Co | 2,889,676 | $121.9M | 0.01% | +526,130+22.3% | Added |
| Ameriprise Financial Inc | 2,011,390 | $90.4M | 0.02% | +1,963,912+4,136.5% | Added |
| BlackRock, Inc. | 1,756,855 | $79.0M | 0.00% | +312,528+21.6% | Added |
| FMR LLC | 1,426,279 | $64.1M | 0.00% | −395,286−21.7% | Reduced |
| Two Sigma Investments, LP | 1,410,103 | $63.4M | 0.05% | +470,135+50.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,101,318 | $49.3M | 0.06% | +60,683+5.8% | Added |
| Bank of America Corp | 1,057,026 | $47.5M | 0.00% | +16,409+1.6% | Added |
| Renaissance Technologies LLC | 960,100 | $43.2M | 0.06% | +245,300+34.3% | Added |
| Daiwa Securities Group Inc. | 947,266 | $42.6M | 0.10% | +947,266 | New |
| Goldman Sachs Group Inc | 935,611 | $42.1M | 0.00% | −400,149−30.0% | Reduced |
| Raymond James Financial Inc | 904,237 | $40.6M | 0.01% | −53,103−5.5% | Reduced |
| Canada Pension Plan Investment Board | 864,400 | $38.9M | 0.02% | +468,400+118.3% | Added |
| Geode Capital Management, LLC | 823,795 | $37.0M | 0.00% | +1,747+0.2% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 796,749 | $35.8M | 0.23% | +14,526+1.9% | Added |
| Millennium Management LLC | 770,980 | $34.7M | 0.02% | +413,568+115.7% | Added |
| TCW Group Inc | 728,481 | $32.7M | 0.22% | −2,685−0.4% | Reduced |
| Exchange Traded Concepts, LLC | 688,141 | $30.9M | 0.15% | +194,199+39.3% | Added |
| Legal & General Group Plc | 638,977 | $28.7M | 0.01% | +276,444+76.3% | Added |
| Navis Wealth Advisors, LLC | 615,291 | $27.7M | 10.49% | +548,497+821.2% | Added |
| Allspring Global Investments Holdings, LLC | 586,310 | $26.4M | 0.04% | −138,666−19.1% | Reduced |
| State Street Corp | 557,007 | $25.0M | 0.00% | +37,265+7.2% | Added |
| UBS Group AG | 520,420 | $23.4M | 0.00% | +121,475+30.4% | Added |
| Trexquant Investment LP | 499,408 | $22.4M | 0.14% | +175,404+54.1% | Added |
| S Squared Technology, LLC | 487,126 | $21.9M | 6.79% | +118,000+32.0% | Added |
| Frontier Capital Management Co LLC | 481,154 | $21.6M | 0.20% | +236,100+96.3% | Added |
| BNP Paribas Arbitrage, SA | 461,507 | $20.7M | 0.01% | +159,774+53.0% | Added |
| Point72 Asset Management, L.P. | 400,546 | $18.0M | 0.03% | +194,030+94.0% | Added |
| Charles Schwab Investment Management Inc | 381,719 | $17.2M | 0.00% | +3,218+0.9% | Added |
| Vanguard Fiduciary Trust Co | 375,810 | $16.9M | 0.00% | +10,959+3.0% | Added |
| USS Investment Management Ltd | 320,860 | $14.4M | 0.06% | +38,879+13.8% | Added |
| LPL Financial LLC | 307,117 | $13.8M | 0.00% | +4,837+1.6% | Added |
| First Trust Advisors LP | 299,806 | $13.5M | 0.01% | −8,729−2.8% | Reduced |
| RPG Investment Advisory, LLC | 266,959 | $12.0M | 1.23% | +266,959 | New |
| Mitsubishi UFJ Trust & Banking Corp | 263,974 | $11.9M | 0.03% | +1,861+0.7% | Added |
| Sierra Summit Advisors LLC | 259,079 | $11.6M | 1.30% | +259,079 | New |
| Driehaus Capital Management LLC | 257,504 | $11.6M | 0.07% | +257,504 | New |
| Citadel Advisors LLC | 255,657 | $11.5M | 0.01% | −370,808−59.2% | Reduced |
| Price T Rowe Associates Inc | 250,714 | $11.3M | 0.00% | +76,899+44.2% | Added |
| Citigroup Inc | 236,956 | $10.7M | 0.00% | +28,175+13.5% | Added |
| Mirova | 216,854 | $9.75M | 0.36% | +27,212+14.3% | Added |
| SG Americas Securities, LLC | 211,061 | $9.49M | 0.01% | +211,061 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 207,969 | $9.35M | 0.01% | +207,969 | New |
| Amundi | 196,385 | $8.83M | 0.00% | +87,832+80.9% | Added |
| Bridgewater Associates, LP | 183,975 | $8.27M | 0.03% | +6,988+3.9% | Added |
| Victory Capital Management Inc | 180,001 | $8.09M | 0.00% | +37,848+26.6% | Added |
| Northern Trust Corp | 174,095 | $7.83M | 0.00% | −7,173−4.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 172,081 | $7.74M | 0.01% | +21,641+14.4% | Added |
| Mubadala Investment Co PJSC | 171,900 | $7.73M | 0.02% | +171,900 | New |
| Man Group plc | 165,222 | $7.43M | 0.01% | +123,357+294.7% | Added |
| Qube Research & Technologies Ltd | 159,305 | $7.16M | 0.01% | +159,305 | New |
| Natixis | 157,904 | $7.10M | 0.03% | +148,818+1,637.9% | Added |
| Wells Fargo & Company | 153,035 | $6.88M | 0.00% | −3,497−2.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 140,800 | $6.33M | 0.03% | +51,241+57.2% | Added |
| Seven Grand Managers, LLC | 137,500 | $6.18M | 0.25% | +100,000+266.7% | Added |
| Capital Fund Management S.A. | 137,333 | $6.17M | 0.04% | +29,796+27.7% | Added |
| Swiss National Bank | 132,500 | $5.96M | 0.00% | +33,700+34.1% | Added |
| Tudor Investment Corp Et Al | 121,312 | $5.45M | 0.02% | −26,410−17.9% | Reduced |
| Blair William & Co | 117,920 | $5.30M | 0.01% | +2,861+2.5% | Added |
| Handelsbanken Fonder AB | 114,152 | $5.13M | 0.01% | −110,365−49.2% | Reduced |
| Davy Global Fund Management Ltd | 110,553 | $4.97M | 0.32% | −3,960−3.5% | Reduced |
| UBS Asset Management Americas Inc | 109,508 | $4.92M | 0.00% | +15,942+17.0% | Added |
| Dimensional Fund Advisors LP | 109,385 | $4.91M | 0.00% | +370+0.3% | Added |
| Slow Capital, Inc. | 107,659 | $4.84M | 0.56% | −13,841−11.4% | Reduced |
| Stifel Financial Corp | 102,226 | $4.60M | 0.00% | +49,583+94.2% | Added |
| Royal Bank of Canada | 100,562 | $4.52M | 0.00% | +544+0.5% | Added |
| Invesco Ltd. | 91,477 | $4.11M | 0.00% | +7,722+9.2% | Added |
| Bourne Lent Asset Management Inc | 89,710 | $4.03M | 1.39% | +2,250+2.6% | Added |
| Schonfeld Strategic Advisors LLC | 87,482 | $3.93M | 0.02% | +71,326+441.5% | Added |
| Susquehanna International Group, LLP | 86,010 | $3.87M | 0.00% | −3,515−3.9% | Reduced |
| ExodusPoint Capital Management, LP | 83,077 | $3.73M | 0.03% | +83,077 | New |
| Picton Mahoney Asset Management | 77,404 | $3.48M | 0.03% | −5,999−7.2% | Reduced |
| DDD Partners, LLC | 75,791 | $3.41M | 0.21% | +31,415+70.8% | Added |
| HRT Financial LP | 75,619 | $3.40M | 0.01% | +75,619 | New |
| California State Teachers Retirement System | 75,380 | $3.39M | 0.00% | +19,509+34.9% | Added |
| Advisors Asset Management, Inc. | 75,109 | $3.38M | 0.05% | +2,945+4.1% | Added |
| Los Angeles Capital Management LLC | 73,468 | $3.30M | 0.01% | +37,942+106.8% | Added |
| FORA Capital, LLC | 72,003 | $3.24M | 0.22% | +66,973+1,331.5% | Added |
| Woodson Capital Management, LP | 70,000 | $3.15M | 0.53% | +43,058+159.8% | Added |
| Marathon Capital Management | 69,780 | $3.14M | 0.64% | +30,910+79.5% | Added |
| TrimTabs Asset Management, LLC | 69,160 | $3.11M | 0.57% | +69,160 | New |
| Algert Global LLC | 68,630 | $3.08M | 0.04% | +13,962+25.5% | Added |
| Cetera Investment Advisers | 68,244 | $3.07M | 0.00% | +21,997+47.6% | Added |
| Legacy Capital Wealth Partners, LLC | 63,513 | $2.85M | 0.55% | +11,008+21.0% | Added |
| Entropy Technologies, LP | 63,044 | $2.83M | 0.11% | +46,420+279.2% | Added |
| Register Financial Advisors LLC | 62,522 | $2.81M | 0.86% | +2,500+4.2% | Added |
| Barclays PLC | 62,262 | $2.80M | 0.00% | +18,045+40.8% | Added |
| 180 Wealth Advisors, LLC | 61,717 | $2.77M | 0.28% | +2,116+3.6% | Added |
| Taylor Frigon Capital Management LLC | 60,700 | $2.73M | 1.28% | +20,243+50.0% | Added |
| Marshall Wace, LLP | 60,362 | $2.71M | 0.00% | −152,556−71.7% | Reduced |
| XTX Topco Ltd | 59,967 | $2.70M | 0.03% | +59,967 | New |
| AQR Capital Management LLC | 59,615 | $2.68M | 0.00% | +10,838+22.2% | Added |
| Holocene Advisors, LP | 57,915 | $2.60M | 0.01% | +57,915 | New |
| Engineers Gate Manager LP | 56,930 | $2.56M | 0.03% | +46,936+469.6% | Added |
| Advisor Group Holdings, Inc. | 56,691 | $2.55M | 0.00% | +7,514+15.3% | Added |