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 12 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
- 3
- 0 vs. Q2 2026
- Shares held
- 165
- 0 (0.0%) vs. Q2 2026
- Total value
- $6.89K
- −$403 (−5.5%) vs. Q2 2026
- New holders
- 0
- 0 more added
- Sold out
- 0
- 0 more reduced
416 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.
| 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, Q3 2026
Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q2 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bard Associates Inc | – | – | – | – | Not filed |
| JFS Wealth Advisors, LLC | – | – | – | – | Not filed |
| Truvestments Capital LLC | – | – | – | – | Not filed |
| Addison Advisors LLC | – | – | – | – | Not filed |
| Ronald Blue Trust, Inc. | – | – | – | – | Not filed |
| True Wealth Design, LLC | – | – | – | – | Not filed |
| Key Capital Management, INC | – | – | – | – | Not filed |
| Smartleaf Asset Management LLC | – | – | – | – | Not filed |
| Brooklyn FI, LLC | – | – | – | – | Not filed |
| Davis Capital Management | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |
| Bay Harbor Wealth Management, LLC | – | – | – | – | Not filed |
| Gordian Capital Singapore Pte Ltd | – | – | – | – | Not filed |
| Creative Capital Management Investments LLC | – | – | – | – | Not filed |
| LRI Investments, LLC | – | – | – | – | Not filed |
| Seneschal Advisors, LLC | – | – | – | – | Not filed |
| Capital Advisors, Ltd. LLC | – | – | – | – | Not filed |
| GFS Advisors, LLC | – | – | – | – | Not filed |