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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.

13F holders, Q3 2026

Institutional positions in Symbotic Inc. as of Sep 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
2
0 vs. Q2 2026
Shares held
65
0 (0.0%) vs. Q2 2026
Total value
$2.68K
−$115 (−4.1%) vs. Q2 2026
New holders
0
0 more added
Sold out
0
0 more reduced

417 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holders
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 17 institutionsQ3 2022: 38 institutionsQ4 2022: 50 institutionsQ1 2023: 80 institutionsQ2 2023: 130 institutionsQ3 2023: 152 institutionsQ4 2023: 198 institutionsQ1 2024: 235 institutionsQ2 2024: 240 institutionsQ3 2024: 214 institutionsQ4 2024: 222 institutionsQ1 2025: 222 institutionsQ2 2025: 280 institutionsQ3 2025: 335 institutionsQ4 2025: 403 institutionsQ1 2026: 413 institutionsQ2 2026: 419 institutions
Value held
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $272.6MQ3 2022: $288.2MQ4 2022: $416.1MQ1 2023: $909.6MQ2 2023: $1.84BQ3 2023: $2.05BQ4 2023: $3.35BQ1 2024: $3.41BQ2 2024: $2.90BQ3 2024: $2.16BQ4 2024: $2.43BQ1 2025: $2.09BQ2 2025: $4.00BQ3 2025: $5.66BQ4 2025: $6.76BQ1 2026: $6.01BQ2 2026: $5.21B
Institutions holding SYM and their total value by quarter
QuarterHoldersValue
Q2 2026419$5.21B
Q1 2026413$6.01B
Q4 2025403$6.76B
Q3 2025335$5.66B
Q2 2025280$4.00B
Q1 2025222$2.09B
Q4 2024222$2.43B
Q3 2024214$2.16B
Q2 2024240$2.90B
Q1 2024235$3.41B
Q4 2023198$3.35B
Q3 2023152$2.05B
Q2 2023130$1.84B
Q1 202380$909.6M
Q4 202250$416.1M
Q3 202238$288.2M
Q2 202217$272.6M
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q2 2026.

Institutions holding SYM in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
CX Institutional25$1.00K0.00%00.0%Unchanged
Versant Capital Management, Inc40$1.68K0.00%00.0%Unchanged
Softbank Group Corp––––Not filed
Walmart Inc.––––Not filed
Baillie Gifford & Co––––Not filed
Vanguard Portfolio Management LLC––––Not filed
Morgan Stanley––––Not filed
Vanguard Capital Management LLC––––Not filed
JPMorgan Chase & Co––––Not filed
Ameriprise Financial Inc––––Not filed
BlackRock, Inc.––––Not filed
FMR LLC––––Not filed
Two Sigma Investments, LP––––Not filed
Mirae Asset Global ETFs Holdings Ltd.––––Not filed
Bank of America Corp––––Not filed
Renaissance Technologies LLC––––Not filed
Daiwa Securities Group Inc.––––Not filed
Goldman Sachs Group Inc––––Not filed
Raymond James Financial Inc––––Not filed
Canada Pension Plan Investment Board––––Not filed
Geode Capital Management, LLC––––Not filed
ARK Investment Management LLCSuperinvestorARK Invest––––Not filed
Millennium Management LLC––––Not filed
TCW Group Inc––––Not filed
Exchange Traded Concepts, LLC––––Not filed
Legal & General Group Plc––––Not filed
Navis Wealth Advisors, LLC––––Not filed
Allspring Global Investments Holdings, LLC––––Not filed
State Street Corp––––Not filed
UBS Group AG––––Not filed
Trexquant Investment LP––––Not filed
S Squared Technology, LLC––––Not filed
Frontier Capital Management Co LLC––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Point72 Asset Management, L.P.––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
USS Investment Management Ltd––––Not filed
LPL Financial LLC––––Not filed
First Trust Advisors LP––––Not filed
RPG Investment Advisory, LLC––––Not filed
Mitsubishi UFJ Trust & Banking Corp––––Not filed
Sierra Summit Advisors LLC––––Not filed
Driehaus Capital Management LLC––––Not filed
Citadel Advisors LLC––––Not filed
Price T Rowe Associates Inc––––Not filed
Citigroup Inc––––Not filed
Mirova––––Not filed
SG Americas Securities, LLC––––Not filed
Healthcare of Ontario Pension Plan Trust Fund––––Not filed
Amundi––––Not filed
Bridgewater Associates, LP––––Not filed
Victory Capital Management Inc––––Not filed
Northern Trust Corp––––Not filed
Adage Capital Partners GP, L.L.C.––––Not filed
Mubadala Investment Co PJSC––––Not filed
Man Group plc––––Not filed
Qube Research & Technologies Ltd––––Not filed
Natixis––––Not filed
Wells Fargo & Company––––Not filed
Wiley Bros.-Aintree Capital, LLC––––Not filed
Seven Grand Managers, LLC––––Not filed
Capital Fund Management S.A.––––Not filed
Swiss National Bank––––Not filed
Tudor Investment Corp Et Al––––Not filed
Blair William & Co––––Not filed
Handelsbanken Fonder AB––––Not filed
Davy Global Fund Management Ltd––––Not filed
UBS Asset Management Americas Inc––––Not filed
Dimensional Fund Advisors LP––––Not filed
Slow Capital, Inc.––––Not filed
Stifel Financial Corp––––Not filed
Royal Bank of Canada––––Not filed
Invesco Ltd.––––Not filed
Bourne Lent Asset Management Inc––––Not filed
Schonfeld Strategic Advisors LLC––––Not filed
Susquehanna International Group, LLP––––Not filed
ExodusPoint Capital Management, LP––––Not filed
Picton Mahoney Asset Management––––Not filed
DDD Partners, LLC––––Not filed
HRT Financial LP––––Not filed
California State Teachers Retirement System––––Not filed
Advisors Asset Management, Inc.––––Not filed
Los Angeles Capital Management LLC––––Not filed
FORA Capital, LLC––––Not filed
Woodson Capital Management, LP––––Not filed
Marathon Capital Management––––Not filed
TrimTabs Asset Management, LLC––––Not filed
Algert Global LLC––––Not filed
Cetera Investment Advisers––––Not filed
Legacy Capital Wealth Partners, LLC––––Not filed
Entropy Technologies, LP––––Not filed
Register Financial Advisors LLC––––Not filed
Barclays PLC––––Not filed
180 Wealth Advisors, LLC––––Not filed
Taylor Frigon Capital Management LLC––––Not filed
Marshall Wace, LLP––––Not filed
XTX Topco Ltd––––Not filed
AQR Capital Management LLC––––Not filed
Holocene Advisors, LP––––Not filed