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 13 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, Q2 2026
Institutional positions in Symbotic Inc. as of Jun 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
- Institutional holders
- 419
- +11 vs. Q1 2026
- Shares held
- 116.1M
- +3.03M (+2.7%) vs. Q1 2026
- Total value
- $5.21B
- −$792.7M (−13.2%) vs. Q1 2026
- New holders
- 92
- 172 more added
- Sold out
- 81
- 87 more reduced
5 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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, Q2 2026
Shares, value and share of portfolio for each institution holding Symbotic Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $45 | 0.00% | −1−50.0% | Reduced |
| Seneschal Advisors, LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $45 | 0.00% | −99−99.0% | Reduced |
| Creative Capital Management Investments LLC | 1 | $45 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $45 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $85 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $135 | 0.00% | −1−25.0% | Reduced |
| Davis Capital Management | 3 | $135 | 0.00% | +3 | New |
| Brooklyn FI, LLC | 4 | $170 | 0.00% | +4 | New |
| Smartleaf Asset Management LLC | 5 | $211 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $225 | 0.00% | −5−50.0% | Reduced |
| Addison Advisors LLC | 5 | $225 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $225 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 5 | $225 | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 5 | $225 | 0.00% | +5 | New |
| Truvestments Capital LLC | 5 | $225 | 0.00% | +5 | New |
| Ronald Blue Trust, Inc. | 5 | $225 | 0.00% | +5 | New |
| CVA Family Office, LLC | 6 | $270 | 0.00% | −7−53.8% | Reduced |
| Benson Wealth Management INC | 8 | $360 | 0.00% | +8 | New |
| Keating Financial Advisory Services, Inc. | 9 | $405 | 0.00% | +4+80.0% | Added |
| Stone House Investment Management, LLC | 9 | $423 | 0.00% | −18−66.7% | Reduced |
| Compass Financial Management LLC | 10 | $498 | 0.00% | +10 | New |
| Clean Yield Group | 20 | $899 | 0.00% | 00.0% | Unchanged |
| CX Institutional | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Tradewinds Capital Management, LLC | 25 | $1.12K | 0.00% | +25 | New |
| Triumph Capital Management | 25 | $1.12K | 0.00% | +25 | New |
| Silver Grove Financial Group, Inc. | 26 | $1.17K | 0.00% | +26 | New |
| Hollencrest Capital Management | 28 | $1.26K | 0.00% | +9+47.4% | Added |
| Bear Mountain Capital, Inc. | 29 | $1.26K | 0.00% | +4+16.0% | Added |
| Kilter Group LLC | 29 | $1.30K | 0.00% | −54−65.1% | Reduced |
| Core Capital Management & Research, inc. | 32 | $1.34K | 0.00% | +32 | New |
| Investors Research Corp | 30 | $1.35K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 32 | $1.44K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 32 | $1.44K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 33 | $1.48K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 34 | $1.53K | 0.00% | −20−37.0% | Reduced |
| Versant Capital Management, Inc | 40 | $1.80K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 40 | $1.80K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 40 | $1.80K | 0.00% | +8+25.0% | Added |
| SWAN Capital LLC | 40 | $1.80K | 0.00% | +25+166.7% | Added |
| Lloyd Advisory Services, LLC. | 41 | $1.84K | 0.00% | +41 | New |
| Bogart Wealth, LLC | 44 | $1.98K | 0.00% | −10−18.5% | Reduced |
| Forum Finance Group S.A. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 40 | $2.00K | 0.00% | +26+185.7% | Added |
| Meramec Financial Planners, LLC | 50 | $2.08K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 49 | $2.20K | 0.00% | −5−9.3% | Reduced |
| Investors Portfolio Services LLC | 50 | $2.25K | 0.00% | −1−2.0% | Reduced |
| Legacy Bridge, LLC | 50 | $2.25K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $2.25K | 0.00% | +50 | New |
| PlanVest Financial, Inc | 50 | $2.25K | 0.00% | +50 | New |
| HHM Wealth Advisors, LLC | 55 | $2.47K | 0.00% | −1,581−96.6% | Reduced |
| Fortitude Family Office, LLC | 60 | $2.70K | 0.00% | −22−26.8% | Reduced |
| NBC Securities, Inc. | 60 | $2.70K | 0.00% | +20+50.0% | Added |
| Essential Partners LLC | 62 | $2.79K | 0.00% | −6−8.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 67 | $3.01K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 70 | $3.15K | 0.00% | +70 | New |
| Stance Capital LLC | 88 | $3.96K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 97 | $4.36K | 0.00% | +97 | New |
| TD Waterhouse Canada Inc. | 100 | $4.49K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $4.50K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 100 | $4.50K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $4.50K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 100 | $4.50K | 0.00% | +100 | New |
| Ameritas Advisory Services, LLC | 100 | $4.50K | 0.00% | +100 | New |
| Harborfront Financial Group LLC | 100 | $4.50K | 0.02% | +100 | New |
| Fairscale Capital, LLC | 101 | $4.54K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 102 | $4.58K | 0.00% | +102 | New |
| Concord Wealth Partners | 104 | $4.69K | 0.00% | +104 | New |
| Rialto Wealth Management, LLC | 120 | $5.39K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 125 | $5.62K | 0.00% | −100−44.4% | Reduced |
| Barrett & Company, Inc. | 125 | $5.62K | 0.00% | +75+150.0% | Added |
| Assetmark, Inc | 127 | $5.71K | 0.00% | +101+388.5% | Added |
| City State Bank | 135 | $6.07K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 145 | $6.52K | 0.00% | +145 | New |
| Gen-Wealth Partners Inc | 148 | $6.65K | 0.00% | +8+5.7% | Added |
| West Financial Advisors, LLC | 150 | $6.74K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 167 | $7.51K | 0.00% | +167 | New |
| Atlantic Trust, LLC | 173 | $7.78K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 182 | $8.18K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $8.99K | 0.00% | +200 | New |
| Centerpoint Advisors, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 239 | $10.7K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 250 | $11.2K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 254 | $11.4K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 300 | $13.5K | 0.00% | +300 | New |
| Ameriflex Group, Inc. | 308 | $13.8K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 313 | $14.1K | 0.00% | +55+21.3% | Added |
| Geneos Wealth Management Inc. | 328 | $14.7K | 0.00% | +200+156.3% | Added |
| Toth Financial Advisory Corp | 335 | $15.1K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 376 | $16.0K | 0.00% | −4,848−92.8% | Reduced |
| Signaturefd, LLC | 361 | $16.2K | 0.00% | −7−1.9% | Reduced |
| Harbour Investments, Inc. | 379 | $17.0K | 0.00% | +2+0.5% | Added |
| N.E.W. Advisory Services LLC | 381 | $17.1K | 0.00% | +381 | New |
| Nemes Rush Group LLC | 396 | $17.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 396 | $17.8K | 0.00% | −366−48.0% | Reduced |
| National Bank of Canada | 419 | $18.8K | 0.00% | −8−1.9% | Reduced |
| SRS Capital Advisors, Inc. | 433 | $19.5K | 0.00% | +244+129.1% | Added |