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 |
|---|---|---|---|---|---|
| Huntington National Bank | 470 | $21.1K | 0.00% | +17+3.8% | Added |
| Strategic Investment Solutions, Inc. | 500 | $22.5K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 508 | $22.8K | 0.00% | +508 | New |
| Pacer Advisors, Inc. | 540 | $24.0K | 0.00% | +297+122.2% | Added |
| Parkside Financial Bank & Trust | 536 | $24.1K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 553 | $24.9K | 0.00% | −1,233−69.0% | Reduced |
| Allianz SE | 572 | $25.7K | 0.00% | +572 | New |
| Atlantic Union Bankshares Corp | 579 | $26.0K | 0.00% | +579 | New |
| SHP Wealth Management | 639 | $28.7K | 0.00% | +76+13.5% | Added |
| Rocky Mountain Advisers, LLC | 650 | $29.2K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 688 | $30.9K | 0.00% | +659+2,272.4% | Added |
| Strategic Advocates LLC | 700 | $31.5K | 0.12% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 800 | $36.0K | 0.02% | +500+166.7% | Added |
| Pingora Partners LLC | 1,000 | $45.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,000 | $45.0K | 0.01% | +1,000 | New |
| Clearstead Advisors, LLC | 1,001 | $45.0K | 0.00% | +1+0.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,017 | $45.7K | 0.00% | −157,860−99.4% | Reduced |
| Acadian Asset Management LLC | 1,126 | $50.0K | 0.00% | +1,126 | New |
| Armstrong Advisory Group, Inc | 1,290 | $58.0K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 1,379 | $62.0K | 0.01% | +278+25.2% | Added |
| Hantz Financial Services, Inc. | 1,500 | $67.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,512 | $68.0K | 0.00% | −1,274−45.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,607 | $72.2K | 0.00% | +61+3.9% | Added |
| KBC Group NV | 1,699 | $76.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,752 | $78.8K | 0.01% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 1,889 | $79.6K | 0.00% | −3,111−62.2% | Reduced |
| Crewe Advisors LLC | 1,900 | $85.4K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,972 | $88.6K | 0.02% | −1,247−38.7% | Reduced |
| Nykredit A/S | 1,984 | $89.2K | 0.00% | +1,984 | New |
| AdvisorNet Financial, Inc | 2,000 | $89.9K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 2,352 | $99.1K | 0.00% | +2,352 | New |
| US Bancorp | 2,213 | $99.5K | 0.00% | −420−16.0% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 2,274 | $102.2K | 0.00% | +278+13.9% | Added |
| Centaurus Financial, Inc. | 2,608 | $117.0K | 0.00% | −206−7.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 2,694 | $121.0K | 0.01% | 00.0% | Unchanged |
| Walleye Trading LLC | 3,120 | $140.2K | 0.00% | +3,120 | New |
| Aster Capital Management (DIFC) Ltd | 3,546 | $159.4K | 0.03% | +3,546 | New |
| Action Point Financial Planning, LLC | 3,558 | $159.9K | 0.02% | +3,558 | New |
| MCF Advisors LLC | 3,564 | $160.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,398 | $197.7K | 0.01% | −458−9.4% | Reduced |
| Warren Averett Asset Management, LLC | 4,498 | $202.2K | 0.00% | −256−5.4% | Reduced |
| SlateStone Wealth, LLC | 4,514 | $203.0K | 0.02% | +10+0.2% | Added |
| Ascent Wealth Partners, LLC | 4,621 | $207.7K | 0.02% | +679+17.2% | Added |
| Swiss Life Asset Management Ltd | 4,623 | $207.8K | 0.00% | +4,623 | New |
| Tannin Capital LLC | 4,922 | $221.2K | 0.15% | −42−0.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 5,042 | $224.6K | 0.00% | +3,222+177.0% | Added |
| Gables Capital Management Inc. | 5,000 | $224.8K | 0.08% | +3,000+150.0% | Added |
| Central Pacific Bank - Trust Division | 5,074 | $228.1K | 0.02% | −5,254−50.9% | Reduced |
| Global Retirement Partners, LLC | 5,089 | $228.8K | 0.00% | +5,089 | New |
| QRG Capital Management, Inc. | 5,100 | $229.3K | 0.00% | +344+7.2% | Added |
| Mackenzie Financial Corp | 5,231 | $235.1K | 0.00% | +314+6.4% | Added |
| Private Trust Co NA | 5,250 | $236.0K | 0.02% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 5,308 | $238.6K | 0.05% | +423+8.7% | Added |
| Public Employees Retirement Association of Colorado | 5,356 | $241.0K | 0.00% | 00.0% | Unchanged |
| DB&C Advisors, LLC | 5,373 | $241.5K | 0.26% | +5,373 | New |
| JustInvest LLC | 5,374 | $241.6K | 0.00% | −1,240−18.7% | Reduced |
| Creative Planning | 5,462 | $245.5K | 0.00% | −465−7.8% | Reduced |
| D. E. Shaw & Co., Inc. | 5,478 | $246.2K | 0.00% | −243,032−97.8% | Reduced |
| Marex Group plc | 5,564 | $250.1K | 0.00% | +5,564 | New |
| Osbon Capital Management LLC | 5,615 | $252.4K | 0.20% | −10.0% | Reduced |
| La Banque Postale Asset Management SA | 5,616 | $252.4K | 0.00% | +1,717+44.0% | Added |
| Advisory Alpha, LLC | 5,635 | $253.3K | 0.01% | +5,635 | New |
| Concurrent Investment Advisors, LLC | 5,811 | $261.2K | 0.00% | +287+5.2% | Added |
| Merit Financial Group, LLC | 5,813 | $261.3K | 0.00% | +5,813 | New |
| Fox Run Management, L.L.C. | 5,880 | $264.3K | 0.04% | +5,880 | New |
| Sigma Planning Corp | 5,881 | $264.4K | 0.01% | +328+5.9% | Added |
| Malaga Cove Capital, LLC | 5,943 | $267.1K | 0.09% | +1,672+39.1% | Added |
| Boothbay Fund Management, LLC | 5,959 | $267.9K | 0.01% | −21,660−78.4% | Reduced |
| SBI Securities Co., Ltd. | 6,040 | $271.5K | 0.01% | +45+0.8% | Added |
| International Assets Investment Management, LLC | 6,114 | $274.9K | 0.02% | +270+4.6% | Added |
| O'Shaughnessy Asset Management, LLC | 6,145 | $276.2K | 0.00% | +1,908+45.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,150 | $276.4K | 0.00% | −7,365−54.5% | Reduced |
| McGuire Capital Advisors Inc | 6,177 | $277.7K | 0.15% | +4,662+307.7% | Added |
| Magnetar Financial LLC | 6,177 | $277.7K | 0.00% | +6,177 | New |
| Phoenix Holdings Ltd. | 6,200 | $277.9K | 0.00% | 00.0% | Unchanged |
| Intrepid Financial Planning Group LLC | 6,420 | $288.6K | 0.10% | −50−0.8% | Reduced |
| Savant Capital, LLC | 6,168 | $290.0K | 0.00% | +6,168 | New |
| Onyx Bridge Wealth Group LLC | 6,479 | $291.2K | 0.03% | 00.0% | Unchanged |
| West Tower Group, LLC | 6,500 | $292.2K | 0.82% | −500−7.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,503 | $292.3K | 0.00% | +1,892+41.0% | Added |
| TD Asset Management Inc | 6,572 | $295.4K | 0.00% | +446+7.3% | Added |
| Wealthcare Advisory Partners LLC | 6,792 | $305.3K | 0.01% | +2,005+41.9% | Added |
| Mercer Global Advisors Inc | 6,808 | $306.0K | 0.00% | −2,222−24.6% | Reduced |
| Capstone Investment Advisors, LLC | 6,912 | $310.7K | 0.00% | +6,912 | New |
| Fifth Third Bancorp | 6,917 | $310.9K | 0.00% | +1,536+28.5% | Added |
| Vestcor Inc | 6,926 | $311.0K | 0.01% | 00.0% | Unchanged |
| Palumbo Wealth Management LLC | 6,984 | $313.9K | 0.07% | +138+2.0% | Added |
| Centiva Capital, LP | 7,058 | $317.3K | 0.01% | +7,058 | New |
| Farther Finance Advisors, LLC | 7,088 | $318.1K | 0.00% | +1,893+36.4% | Added |
| IFP Advisors, Inc | 7,203 | $323.8K | 0.01% | +1,092+17.9% | Added |
| Franklin Resources Inc | 7,308 | $328.5K | 0.00% | −537,684−98.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 7,325 | $329.3K | 0.17% | −500−6.4% | Reduced |
| Addison Capital Co | 7,375 | $331.5K | 0.05% | 00.0% | Unchanged |
| Somerset Trust Co | 7,427 | $333.8K | 0.09% | +29+0.4% | Added |
| The PNC Financial Services Group, Inc. | 7,603 | $341.8K | 0.00% | +1,444+23.4% | Added |
| Lakeshore Financial Planning, Inc. | 7,803 | $350.7K | 0.11% | +7,803 | New |
| AlphaGrep UK Ltd | 7,911 | $355.6K | 0.11% | +7,911 | New |
| Janney Montgomery Scott LLC | 7,981 | $359.0K | 0.00% | +3,642+83.9% | Added |
| Kingswood Wealth Advisors, LLC | 8,065 | $362.5K | 0.01% | +1,038+14.8% | Added |
| Werlinich Asset Management, LLC | 8,108 | $364.5K | 0.14% | +100+1.2% | Added |