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
Pictet Asset Management Holding SA	–	–	–	–	Not filed
MML Investors Services, LLC	–	–	–	–	Not filed
GWM Advisors LLC	–	–	–	–	Not filed
Financial Engines Advisors L.L.C.	–	–	–	–	Not filed
BlueCrest Capital Management Ltd	–	–	–	–	Not filed
Concentric Capital Strategies, LP	–	–	–	–	Not filed
Vestmark Advisory Solutions, Inc.	–	–	–	–	Not filed
D.A. Davidson & Co.	–	–	–	–	Not filed
Tyche Wealth Partners LLC	–	–	–	–	Not filed
SEI Investments Co	–	–	–	–	Not filed
Havemeyer Place LP	–	–	–	–	Not filed
Laffer Tengler Investments	–	–	–	–	Not filed
TigerOak Management, L.L.C.	–	–	–	–	Not filed
OP Asset Management Ltd	–	–	–	–	Not filed
American Century Companies Inc	–	–	–	–	Not filed
Deutsche Bank AG	–	–	–	–	Not filed
Wealth Enhancement Advisory Services, LLC	–	–	–	–	Not filed
MAI Capital Management	–	–	–	–	Not filed
Mariner, LLC	–	–	–	–	Not filed
Bayesian Capital Management, LP	–	–	–	–	Not filed
Werlinich Asset Management, LLC	–	–	–	–	Not filed
Kingswood Wealth Advisors, LLC	–	–	–	–	Not filed
Janney Montgomery Scott LLC	–	–	–	–	Not filed
AlphaGrep UK Ltd	–	–	–	–	Not filed
Lakeshore Financial Planning, Inc.	–	–	–	–	Not filed
The PNC Financial Services Group, Inc.	–	–	–	–	Not filed
Somerset Trust Co	–	–	–	–	Not filed
Addison Capital Co	–	–	–	–	Not filed
Mark Sheptoff Financial Planning, LLC	–	–	–	–	Not filed
Franklin Resources Inc	–	–	–	–	Not filed
IFP Advisors, Inc	–	–	–	–	Not filed
Farther Finance Advisors, LLC	–	–	–	–	Not filed
Centiva Capital, LP	–	–	–	–	Not filed
Palumbo Wealth Management LLC	–	–	–	–	Not filed
Vestcor Inc	–	–	–	–	Not filed
Fifth Third Bancorp	–	–	–	–	Not filed
Capstone Investment Advisors, LLC	–	–	–	–	Not filed
Mercer Global Advisors Inc	–	–	–	–	Not filed
Wealthcare Advisory Partners LLC	–	–	–	–	Not filed
TD Asset Management Inc	–	–	–	–	Not filed
Federation des caisses Desjardins du Quebec	–	–	–	–	Not filed
West Tower Group, LLC	–	–	–	–	Not filed
Onyx Bridge Wealth Group LLC	–	–	–	–	Not filed
Savant Capital, LLC	–	–	–	–	Not filed
Intrepid Financial Planning Group LLC	–	–	–	–	Not filed
Phoenix Holdings Ltd.	–	–	–	–	Not filed
Magnetar Financial LLC	–	–	–	–	Not filed
McGuire Capital Advisors Inc	–	–	–	–	Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH	–	–	–	–	Not filed
O'Shaughnessy Asset Management, LLC	–	–	–	–	Not filed
International Assets Investment Management, LLC	–	–	–	–	Not filed
SBI Securities Co., Ltd.	–	–	–	–	Not filed
Boothbay Fund Management, LLC	–	–	–	–	Not filed
Malaga Cove Capital, LLC	–	–	–	–	Not filed
Sigma Planning Corp	–	–	–	–	Not filed
Fox Run Management, L.L.C.	–	–	–	–	Not filed
Merit Financial Group, LLC	–	–	–	–	Not filed
Concurrent Investment Advisors, LLC	–	–	–	–	Not filed
Advisory Alpha, LLC	–	–	–	–	Not filed
La Banque Postale Asset Management SA	–	–	–	–	Not filed
Osbon Capital Management LLC	–	–	–	–	Not filed
Marex Group plc	–	–	–	–	Not filed
D. E. Shaw & Co., Inc.	–	–	–	–	Not filed
Creative Planning	–	–	–	–	Not filed
JustInvest LLC	–	–	–	–	Not filed
DB&C Advisors, LLC	–	–	–	–	Not filed
Public Employees Retirement Association of Colorado	–	–	–	–	Not filed
Midwest Professional Planners, LTD.	–	–	–	–	Not filed
Private Trust Co NA	–	–	–	–	Not filed
Mackenzie Financial Corp	–	–	–	–	Not filed
QRG Capital Management, Inc.	–	–	–	–	Not filed
Global Retirement Partners, LLC	–	–	–	–	Not filed
Central Pacific Bank - Trust Division	–	–	–	–	Not filed
Gables Capital Management Inc.	–	–	–	–	Not filed
Eurizon Capital SGR S.p.A.	–	–	–	–	Not filed
Tannin Capital LLC	–	–	–	–	Not filed
Swiss Life Asset Management Ltd	–	–	–	–	Not filed
Ascent Wealth Partners, LLC	–	–	–	–	Not filed
SlateStone Wealth, LLC	–	–	–	–	Not filed
Warren Averett Asset Management, LLC	–	–	–	–	Not filed
CoreCap Advisors, LLC	–	–	–	–	Not filed
MCF Advisors LLC	–	–	–	–	Not filed
Action Point Financial Planning, LLC	–	–	–	–	Not filed
Aster Capital Management (DIFC) Ltd	–	–	–	–	Not filed
Walleye Trading LLC	–	–	–	–	Not filed
JTC Employer Solutions Trusteee Ltd	–	–	–	–	Not filed
Centaurus Financial, Inc.	–	–	–	–	Not filed
Fideuram - Intesa Sanpaolo Private Banking S.P.A.	–	–	–	–	Not filed
US Bancorp	–	–	–	–	Not filed
Resona Asset Management Co.,Ltd.	–	–	–	–	Not filed
AdvisorNet Financial, Inc	–	–	–	–	Not filed
Nykredit A/S	–	–	–	–	Not filed
Rakuten Securities, Inc.	–	–	–	–	Not filed
Crewe Advisors LLC	–	–	–	–	Not filed
Northwest & Ethical Investments L.P.	–	–	–	–	Not filed
IAG Wealth Partners, LLC	–	–	–	–	Not filed
KBC Group NV	–	–	–	–	Not filed
Northwestern Mutual Wealth Management Co	–	–	–	–	Not filed
Allworth Financial LP	–	–	–	–	Not filed
Hantz Financial Services, Inc.	–	–	–	–	Not filed