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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 11 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.

Q2 2026 vs. Q1 2026

How the institutions holding Symbotic Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of SYM: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders4135419+11
Shares113.2M89.1K116.1M+3.03M (+2.7%)
Value$6.01B$4.74M$5.21B−$792.7M (−13.2%)

5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (92)

Institutions that held Symbotic Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to SYM in Q2 2026
InstitutionSharesValue% of portfolio
Daiwa Securities Group Inc.947,266$42.6M0.10%
RPG Investment Advisory, LLC266,959$12.0M1.23%
Sierra Summit Advisors LLC259,079$11.6M1.30%
Driehaus Capital Management LLC257,504$11.6M0.07%
SG Americas Securities, LLC211,061$9.49M0.01%
Healthcare of Ontario Pension Plan Trust Fund207,969$9.35M0.01%
Mubadala Investment Co PJSC171,900$7.73M0.02%
Qube Research & Technologies Ltd159,305$7.16M0.01%
ExodusPoint Capital Management, LP83,077$3.73M0.03%
HRT Financial LP75,619$3.40M0.01%
TrimTabs Asset Management, LLC69,160$3.11M0.57%
XTX Topco Ltd59,967$2.70M0.03%
Holocene Advisors, LP57,915$2.60M0.01%
PEAK6 LLC55,357$2.49M0.06%
Dark Forest Capital Management LP47,040$2.11M0.14%
HSBC Holdings PLC41,750$1.89M0.00%
BI Asset Management Fondsmaeglerselskab A/S38,755$1.74M0.01%
Broadleaf Partners, LLC37,978$1.71M0.33%
Kovitz Investment Group Partners, LLC37,302$1.68M0.04%
Horizon Investments, LLC35,715$1.61M0.02%
Capelight Capital Asset Management LP30,000$1.35M0.67%
Jupiter Topco LLC29,080$1.31M0.00%
Freestone Grove Partners LP25,205$1.13M0.01%
BluePath Capital Management, LLC22,306$1.00M0.55%
State of New Jersey Common Pension Fund D21,769$978.5K0.00%
Natixis Advisors, L.P.21,006$944.0K0.00%
State of Wyoming20,408$917.3K0.09%
Symmetry Investments LP20,000$899.0K0.10%
Jefferies Financial Group Inc.13,723$616.8K0.01%
IMC-Chicago, LLC13,631$612.7K0.01%
Equitable Holdings, Inc.12,341$554.7K0.00%
Norges Bank12,340$554.7K0.00%
Oxford Asset Management LLP12,202$548.5K0.27%
BlueCrest Capital Management Ltd10,000$449.5K0.02%
Concentric Capital Strategies, LP9,843$442.4K0.03%
Vestmark Advisory Solutions, Inc.9,586$430.9K0.00%
TigerOak Management, L.L.C.8,640$388.4K0.11%
OP Asset Management Ltd8,513$382.7K0.00%
Bayesian Capital Management, LP8,149$366.3K0.23%
AlphaGrep UK Ltd7,911$355.6K0.11%
Lakeshore Financial Planning, Inc.7,803$350.7K0.11%
Centiva Capital, LP7,058$317.3K0.01%
Capstone Investment Advisors, LLC6,912$310.7K0.00%
Savant Capital, LLC6,168$290.0K0.00%
Magnetar Financial LLC6,177$277.7K0.00%
Fox Run Management, L.L.C.5,880$264.3K0.04%
Merit Financial Group, LLC5,813$261.3K0.00%
Advisory Alpha, LLC5,635$253.3K0.01%
Marex Group plc5,564$250.1K0.00%
DB&C Advisors, LLC5,373$241.5K0.26%
Global Retirement Partners, LLC5,089$228.8K0.00%
Swiss Life Asset Management Ltd4,623$207.8K0.00%
Action Point Financial Planning, LLC3,558$159.9K0.02%
Aster Capital Management (DIFC) Ltd3,546$159.4K0.03%
Walleye Trading LLC3,120$140.2K0.00%
Resona Asset Management Co.,Ltd.2,352$99.1K0.00%
Nykredit A/S1,984$89.2K0.00%
Acadian Asset Management LLC1,126$50.0K0.00%
Newbridge Financial Services Group, Inc.1,000$45.0K0.01%
Atlantic Union Bankshares Corp579$26.0K0.00%
Allianz SE572$25.7K0.00%
Financial Management Professionals, Inc.508$22.8K0.00%
N.E.W. Advisory Services LLC381$17.1K0.00%
Rossby Financial, LCC300$13.5K0.00%
Trust Co of Vermont200$8.99K0.00%
Y.D. More Investments Ltd167$7.51K0.00%
Highland Investment Advisors LLC145$6.52K0.00%
Concord Wealth Partners104$4.69K0.00%
NBH Bank102$4.58K0.00%
IFG Advisory, LLC100$4.50K0.00%
Ameritas Advisory Services, LLC100$4.50K0.00%
Harborfront Financial Group LLC100$4.50K0.02%
Luminist Capital LLC97$4.36K0.00%
BFSG, LLC70$3.15K0.00%
Key Financial Inc50$2.25K0.00%
PlanVest Financial, Inc50$2.25K0.00%
Lloyd Advisory Services, LLC.41$1.84K0.00%
Core Capital Management & Research, inc.32$1.34K0.00%
Silver Grove Financial Group, Inc.26$1.17K0.00%
Tradewinds Capital Management, LLC25$1.12K0.00%
Triumph Capital Management25$1.12K0.00%
Hazlett, Burt & Watson, Inc.20$1.00K0.00%
Compass Financial Management LLC10$4980.00%
Benson Wealth Management INC8$3600.00%
Bard Associates Inc5$2250.00%
Truvestments Capital LLC5$2250.00%
Ronald Blue Trust, Inc.5$2250.00%
Brooklyn FI, LLC4$1700.00%
Davis Capital Management3$1350.00%
Creative Capital Management Investments LLC1$450.00%
LRI Investments, LLC1$450.00%
GFS Advisors, LLC150––

Sold out (81)

Institutions that held Symbotic Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of SYM in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
SVF Sponsor III (DE) LLC5,590,000$297.4M
Hood River Capital Management LLC524,415$27.9M
Burkehill Global Management, LP475,000$25.3M
Ghisallo Capital Management LLC250,000$13.3M
Aquatic Capital Management LLC126,521$6.73M
Susquehanna Portfolio Strategies, LLC81,620$4.34M
Black Swift Group, LLC53,625$2.85M
1832 Asset Management L.P.44,100$2.35M
Freemont Management S.A.30,200$1.61M
Arrowstreet Capital, Limited Partnership26,141$1.39M
Park West Asset Management LLC25,000$1.33M
Mutual Advisors, LLC19,099$1.02M
Bank of Montreal18,283$972.7K
Darden Wealth Group Inc12,915$687.1K
Oppenheimer & Co Inc11,869$631.4K
Clear Creek Financial Management, LLC11,652$619.9K
Allstate Corp11,560$615.0K
United Asset Strategies, Inc.11,246$598.3K
Altfest L J & Co Inc10,960$583.1K
LGL Partners, LLC10,000$532.0K
Veracity Capital LLC9,160$487.3K
Blueshift Asset Management, LLC8,974$477.4K
Patten Group, Inc.8,488$451.6K
Prime Capital Investment Advisors, LLC8,355$444.5K
Banque Cantonale Vaudoise7,044$375.0K
Willis Johnson & Associates, Inc.7,015$373.2K
Arista Wealth Management, LLC7,000$372.4K
Alchemi Wealth, LLC6,600$351.1K
Qsemble Capital Management, LP6,078$323.4K
Zazove Associates LLC5,000$297.5K
Gotham Asset Management, LLC5,407$287.7K
Gsa Capital Partners LLP5,221$278.0K
Chung Wu Investment Group, LLC5,200$276.6K
Moors & Cabot, Inc.5,125$272.6K
Defiance ETFs, LLC4,980$264.9K
Two Sigma Securities, LLC4,889$260.1K
CIBC Bancorp USA Inc.4,661$248.0K
Catalyst Funds Management Pty Ltd4,600$244.7K
Thrivent Financial for Lutherans4,532$241.0K
Griffin Asset Management, Inc.4,520$240.5K
Money Concepts Capital Corp4,489$238.8K
Resources Investment Advisors, LLC.4,430$235.7K
Cresset Asset Management, LLC4,385$233.3K
CIBC Asset Management Inc4,375$232.8K
Sig Brokerage, LP4,324$230.0K
Parsons Capital Management Inc4,150$220.8K
Aldebaran Financial Inc.4,100$218.1K
VGI Partners Ltd4,000$212.8K
Intergy Private Wealth, LLC4,000$212.8K
Bridgefront Capital, LLC3,925$208.8K
Perennial Investment Advisors, LLC3,895$207.2K
Brookstone Capital Management3,837$204.1K
Oak Associates, Ltd3,808$202.6K
Colony Group, LLC3,786$201.4K
Hunting Hill Global Capital, LLC3,761$200.1K
Tower Research Capital LLC (TRC)3,088$164.3K
Rhumbline Advisers1,769$94.1K
Quadrant Capital Group LLC800$42.6K
Intentional Wealth Strategies, LLC749$39.8K
Hanson & Doremus Investment Management576$31.0K
Sound Income Strategies, LLC360$19.7K
Kerr Financial Planning Corp300$17.0K
Financial Freedom, LLC254$13.5K
Golden State Equity Partners233$12.4K
Front Row Advisors LLC200$10.6K
Covestor Ltd159$8.00K
Evolution Wealth Management Inc.100$5.32K
BankPlus Trust Department100$5.32K
HighMark Wealth Management LLC56$2.96K
Bank of Jackson Hole Trust50$2.66K
Curio Wealth, LLC40$2.13K
Sunrise Financial Services, LLC24$1.28K
Bell Investment Advisors, Inc23$1.22K
Root Financial Partners, LLC22$1.17K
Manchester Capital Management LLC10$532
Basecamp Wealth Advisors LLC9$479
Legacy Wealth Managment, LLC3$160
Vermillion Wealth Management, Inc.2$106
1015 Capital Partners, LLC2$106
Dunhill Financial, LLC1$55
DiNuzzo Private Wealth, Inc.1$54

Not filed for Q2 2026 yet (5)

Institutions that held Symbotic Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SYM in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Tanaka Capital Management Inc43,094$2.29M
Janus Henderson Group PLC21,280$1.13M
CWM, LLC9,229$491.0K
Sunbelt Securities, Inc.9,203$489.6K
Skopos Labs, Inc.6,334$337.0K