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 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: 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
Vega Investment Solutions	–	–	–	–	Not filed
Armstrong Advisory Group, Inc	–	–	–	–	Not filed
Acadian Asset Management LLC	–	–	–	–	Not filed
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
Newbridge Financial Services Group, Inc.	–	–	–	–	Not filed
Pingora Partners LLC	–	–	–	–	Not filed
Wolff Wiese Magana LLC	–	–	–	–	Not filed
Strategic Advocates LLC	–	–	–	–	Not filed
Larson Financial Group LLC	–	–	–	–	Not filed
Rocky Mountain Advisers, LLC	–	–	–	–	Not filed
SHP Wealth Management	–	–	–	–	Not filed
Atlantic Union Bankshares Corp	–	–	–	–	Not filed
Allianz SE	–	–	–	–	Not filed
Caitong International Asset Management Co., Ltd	–	–	–	–	Not filed
Parkside Financial Bank & Trust	–	–	–	–	Not filed
Pacer Advisors, Inc.	–	–	–	–	Not filed
Financial Management Professionals, Inc.	–	–	–	–	Not filed
Strategic Investment Solutions, Inc.	–	–	–	–	Not filed
Huntington National Bank	–	–	–	–	Not filed
SRS Capital Advisors, Inc.	–	–	–	–	Not filed
National Bank of Canada	–	–	–	–	Not filed
Parallel Advisors, LLC	–	–	–	–	Not filed
Nemes Rush Group LLC	–	–	–	–	Not filed
N.E.W. Advisory Services LLC	–	–	–	–	Not filed
Harbour Investments, Inc.	–	–	–	–	Not filed
Signaturefd, LLC	–	–	–	–	Not filed
Penserra Capital Management LLC	–	–	–	–	Not filed
Toth Financial Advisory Corp	–	–	–	–	Not filed
Geneos Wealth Management Inc.	–	–	–	–	Not filed
Rothschild Investment LLC	–	–	–	–	Not filed
Ameriflex Group, Inc.	–	–	–	–	Not filed
Rossby Financial, LCC	–	–	–	–	Not filed
Adirondack Trust Co	–	–	–	–	Not filed
Financial Consulate, Inc	–	–	–	–	Not filed
IMG Wealth Management, Inc.	–	–	–	–	Not filed
Centerpoint Advisors, LLC	–	–	–	–	Not filed
Trust Co of Vermont	–	–	–	–	Not filed
Insight Financial Services	–	–	–	–	Not filed
Atlantic Trust, LLC	–	–	–	–	Not filed
Y.D. More Investments Ltd	–	–	–	–	Not filed
West Financial Advisors, LLC	–	–	–	–	Not filed
Gen-Wealth Partners Inc	–	–	–	–	Not filed
Highland Investment Advisors LLC	–	–	–	–	Not filed
City State Bank	–	–	–	–	Not filed
Assetmark, Inc	–	–	–	–	Not filed
Barrett & Company, Inc.	–	–	–	–	Not filed
Atlantic Edge Private Wealth Management, LLC	–	–	–	–	Not filed
Rialto Wealth Management, LLC	–	–	–	–	Not filed
Concord Wealth Partners	–	–	–	–	Not filed
NBH Bank	–	–	–	–	Not filed
Fairscale Capital, LLC	–	–	–	–	Not filed
Eastern Bank	–	–	–	–	Not filed
Hurley Capital, LLC	–	–	–	–	Not filed
IFG Advisory, LLC	–	–	–	–	Not filed
Ameritas Advisory Services, LLC	–	–	–	–	Not filed
Murphy & Mullick Capital Management Corp	–	–	–	–	Not filed
Harborfront Financial Group LLC	–	–	–	–	Not filed
TD Waterhouse Canada Inc.	–	–	–	–	Not filed
Luminist Capital LLC	–	–	–	–	Not filed
Stance Capital LLC	–	–	–	–	Not filed
BFSG, LLC	–	–	–	–	Not filed
Cassaday & Co Wealth Management LLC	–	–	–	–	Not filed
Essential Partners LLC	–	–	–	–	Not filed
NBC Securities, Inc.	–	–	–	–	Not filed
Fortitude Family Office, LLC	–	–	–	–	Not filed
HHM Wealth Advisors, LLC	–	–	–	–	Not filed
Legacy Bridge, LLC	–	–	–	–	Not filed
Key Financial Inc	–	–	–	–	Not filed
Investors Portfolio Services LLC	–	–	–	–	Not filed
PlanVest Financial, Inc	–	–	–	–	Not filed
Aventura Private Wealth, LLC	–	–	–	–	Not filed
Meramec Financial Planners, LLC	–	–	–	–	Not filed
Bessemer Group Inc	–	–	–	–	Not filed
Forum Finance Group S.A.	–	–	–	–	Not filed
Bogart Wealth, LLC	–	–	–	–	Not filed
Lloyd Advisory Services, LLC.	–	–	–	–	Not filed
SWAN Capital LLC	–	–	–	–	Not filed
Financial Perspectives, Inc	–	–	–	–	Not filed
Bullock Wealth Management Group	–	–	–	–	Not filed
GAMMA Investing LLC	–	–	–	–	Not filed
Pinnacle Wealth Planning Services, Inc.	–	–	–	–	Not filed
ORG Wealth Partners, LLC	–	–	–	–	Not filed
Strive Financial Group ,LLC	–	–	–	–	Not filed
Investors Research Corp	–	–	–	–	Not filed
Core Capital Management & Research, inc.	–	–	–	–	Not filed
Kilter Group LLC	–	–	–	–	Not filed
Bear Mountain Capital, Inc.	–	–	–	–	Not filed
Hollencrest Capital Management	–	–	–	–	Not filed
Silver Grove Financial Group, Inc.	–	–	–	–	Not filed
Tradewinds Capital Management, LLC	–	–	–	–	Not filed
Triumph Capital Management	–	–	–	–	Not filed
Hazlett, Burt & Watson, Inc.	–	–	–	–	Not filed
Avion Wealth	–	–	–	–	Not filed
Clean Yield Group	–	–	–	–	Not filed
Compass Financial Management LLC	–	–	–	–	Not filed
Stone House Investment Management, LLC	–	–	–	–	Not filed
Keating Financial Advisory Services, Inc.	–	–	–	–	Not filed
Benson Wealth Management INC	–	–	–	–	Not filed
CVA Family Office, LLC	–	–	–	–	Not filed