Symbotic Inc.

SYM

Exchange: Nasdaq
Industry: General Industrial Machinery & Equipment, NEC
SEC CIK: 0001837240

SEC filings (opens in a new tab)

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

Value held

Institutions holding SYM and their total value by quarter
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.

Institutions holding SYM in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Engineers Gate Manager LP	–	–	–	–	Not filed
Advisor Group Holdings, Inc.	–	–	–	–	Not filed
PEAK6 LLC	–	–	–	–	Not filed
Simplex Trading, LLC	–	–	–	–	Not filed
Barton Investment Management	–	–	–	–	Not filed
Brevan Howard Capital Management LP	–	–	–	–	Not filed
Vontobel Holding Ltd.	–	–	–	–	Not filed
Empowered Funds, LLC	–	–	–	–	Not filed
Once Capital Management, LLC	–	–	–	–	Not filed
Dark Forest Capital Management LP	–	–	–	–	Not filed
Vanguard Asset Management, Ltd	–	–	–	–	Not filed
Proactive Wealth Strategies LLC	–	–	–	–	Not filed
Bouvel Investment Partners, LLC	–	–	–	–	Not filed
Bank of New York Mellon Corp	–	–	–	–	Not filed
Zevenbergen Capital Investments LLC	–	–	–	–	Not filed
Ensign Peak Advisors, Inc	–	–	–	–	Not filed
Steward Partners Investment Advisory, LLC	–	–	–	–	Not filed
Commonwealth Equity Services, LLC	–	–	–	–	Not filed
HSBC Holdings PLC	–	–	–	–	Not filed
Financiere des Professionnels - Fonds d,investissement inc.	–	–	–	–	Not filed
Legato Capital Management LLC	–	–	–	–	Not filed
Wealthfront Advisers LLC	–	–	–	–	Not filed
Peregrine Asset Advisers, Inc.	–	–	–	–	Not filed
BI Asset Management Fondsmaeglerselskab A/S	–	–	–	–	Not filed
Broadleaf Partners, LLC	–	–	–	–	Not filed
Kovitz Investment Group Partners, LLC	–	–	–	–	Not filed
Quantbot Technologies LP	–	–	–	–	Not filed
Russell Investments Group, Ltd.	–	–	–	–	Not filed
Horizon Investments, LLC	–	–	–	–	Not filed
Jones Financial Companies LLLP	–	–	–	–	Not filed
M&T Bank Corp	–	–	–	–	Not filed
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna	–	–	–	–	Not filed
Polianta Ltd	–	–	–	–	Not filed
State of Wisconsin Investment Board	–	–	–	–	Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)	–	–	–	–	Not filed
Kestra Private Wealth Services, LLC	–	–	–	–	Not filed
HighTower Advisors, LLC	–	–	–	–	Not filed
Van Eck Associates Corp	–	–	–	–	Not filed
Prospera Financial Services Inc	–	–	–	–	Not filed
Capelight Capital Asset Management LP	–	–	–	–	Not filed
Arta Finance Wealth Management LLC	–	–	–	–	Not filed
Jupiter Topco LLC	–	–	–	–	Not filed
Spire Wealth Management	–	–	–	–	Not filed
Arkfeld Wealth Strategies, L.L.C.	–	–	–	–	Not filed
Perigon Wealth Management, LLC	–	–	–	–	Not filed
UNICOM Systems, Inc.	–	–	–	–	Not filed
Grove Street Fiduciary, LLC	–	–	–	–	Not filed
Freestone Grove Partners LP	–	–	–	–	Not filed
Envestnet Asset Management Inc	–	–	–	–	Not filed
Elo Mutual Pension Insurance Co	–	–	–	–	Not filed
Integrity Alliance, LLC.	–	–	–	–	Not filed
Baird Financial Group, Inc.	–	–	–	–	Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.	–	–	–	–	Not filed
Vanguard Global Advisers, LLC	–	–	–	–	Not filed
BluePath Capital Management, LLC	–	–	–	–	Not filed
Balyasny Asset Management LLC	–	–	–	–	Not filed
Cambridge Investment Research Advisors, Inc.	–	–	–	–	Not filed
Manufacturers Life Insurance Company, The	–	–	–	–	Not filed
Private Advisor Group, LLC	–	–	–	–	Not filed
State of New Jersey Common Pension Fund D	–	–	–	–	Not filed
Pinnacle Associates Ltd	–	–	–	–	Not filed
Natixis Advisors, L.P.	–	–	–	–	Not filed
Group One Trading, L.P.	–	–	–	–	Not filed
NLB Skladi, upravljanje premozenja, d.o.o.	–	–	–	–	Not filed
State of Wyoming	–	–	–	–	Not filed
Walleye Capital LLC	–	–	–	–	Not filed
Symmetry Investments LP	–	–	–	–	Not filed
EverSource Wealth Advisors, LLC	–	–	–	–	Not filed
Mirae Asset Global Investments Co., Ltd.	–	–	–	–	Not filed
Pathstone Holdings, LLC	–	–	–	–	Not filed
Fund Advisors of America Inc	–	–	–	–	Not filed
Arizona State Retirement System	–	–	–	–	Not filed
Voleon Capital Management LP	–	–	–	–	Not filed
Retirement Planning Co of New England, Inc.	–	–	–	–	Not filed
Green Alpha Advisors, LLC	–	–	–	–	Not filed
Vanguard Investments Australia, Ltd.	–	–	–	–	Not filed
KLP Kapitalforvaltning AS	–	–	–	–	Not filed
Rockefeller Capital Management L.P.	–	–	–	–	Not filed
Captrust Financial Advisors	–	–	–	–	Not filed
AlphaCentric Advisors LLC	–	–	–	–	Not filed
Verition Fund Management LLC	–	–	–	–	Not filed
Littlejohn Financial Services, Inc.	–	–	–	–	Not filed
Greenwood Gearhart Inc	–	–	–	–	Not filed
Jacobs Levy Equity Management, Inc	–	–	–	–	Not filed
Arkadios Wealth Advisors	–	–	–	–	Not filed
Jefferies Financial Group Inc.	–	–	–	–	Not filed
Vident Advisory, LLC	–	–	–	–	Not filed
IMC-Chicago, LLC	–	–	–	–	Not filed
Nordwand Advisors, LLC	–	–	–	–	Not filed
Cherry Creek Investment Advisors, Inc.	–	–	–	–	Not filed
Advisory Services Network, LLC	–	–	–	–	Not filed
Circle Wealth Management, LLC	–	–	–	–	Not filed
Leonteq Securities AG	–	–	–	–	Not filed
Equitable Holdings, Inc.	–	–	–	–	Not filed
Norges Bank	–	–	–	–	Not filed
Oxford Asset Management LLP	–	–	–	–	Not filed
Kestra Advisory Services, LLC	–	–	–	–	Not filed
Ossiam	–	–	–	–	Not filed
Asset Management One Co.,Ltd.	–	–	–	–	Not filed
Quent Capital, LLC	–	–	–	–	Not filed