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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 8,149 | $366.3K | 0.23% | +8,149 | New |
| Mariner, LLC | 8,185 | $368.0K | 0.00% | −13,500−62.3% | Reduced |
| MAI Capital Management | 8,236 | $370.2K | 0.00% | +7,667+1,347.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 8,484 | $370.2K | 0.00% | +3,574+72.8% | Added |
| Deutsche Bank AG | 8,331 | $374.5K | 0.00% | +2,585+45.0% | Added |
| American Century Companies Inc | 8,410 | $378.0K | 0.00% | +884+11.7% | Added |
| OP Asset Management Ltd | 8,513 | $382.7K | 0.00% | +8,513 | New |
| TigerOak Management, L.L.C. | 8,640 | $388.4K | 0.11% | +8,640 | New |
| Laffer Tengler Investments | 8,766 | $394.0K | 0.05% | +743+9.3% | Added |
| Havemeyer Place LP | 8,777 | $394.5K | 0.04% | −9,926−53.1% | Reduced |
| SEI Investments Co | 8,887 | $399.5K | 0.00% | −135,533−93.8% | Reduced |
| Tyche Wealth Partners LLC | 8,990 | $404.1K | 0.06% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 9,120 | $409.9K | 0.00% | +1,798+24.6% | Added |
| Vestmark Advisory Solutions, Inc. | 9,586 | $430.9K | 0.00% | +9,586 | New |
| Concentric Capital Strategies, LP | 9,843 | $442.4K | 0.03% | +9,843 | New |
| BlueCrest Capital Management Ltd | 10,000 | $449.5K | 0.02% | +10,000 | New |
| Financial Engines Advisors L.L.C. | 11,265 | $506.4K | 0.00% | −4,905−30.3% | Reduced |
| GWM Advisors LLC | 11,452 | $514.8K | 0.00% | +1,799+18.6% | Added |
| MML Investors Services, LLC | 11,472 | $515.7K | 0.00% | −9,289−44.7% | Reduced |
| Pictet Asset Management Holding SA | 11,573 | $520.2K | 0.00% | +3,840+49.7% | Added |
| Quent Capital, LLC | 12,000 | $539.4K | 0.03% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 12,070 | $542.5K | 0.00% | 00.0% | Unchanged |
| Ossiam | 12,144 | $545.9K | 0.01% | +234+2.0% | Added |
| Kestra Advisory Services, LLC | 12,200 | $548.4K | 0.00% | −879−6.7% | Reduced |
| Oxford Asset Management LLP | 12,202 | $548.5K | 0.27% | +12,202 | New |
| Norges Bank | 12,340 | $554.7K | 0.00% | +12,340 | New |
| Equitable Holdings, Inc. | 12,341 | $554.7K | 0.00% | +12,341 | New |
| Leonteq Securities AG | 12,420 | $558.3K | 0.03% | +6,913+125.5% | Added |
| Circle Wealth Management, LLC | 12,449 | $559.6K | 0.01% | +4,054+48.3% | Added |
| Advisory Services Network, LLC | 12,784 | $574.6K | 0.01% | +1,524+13.5% | Added |
| Cherry Creek Investment Advisors, Inc. | 13,478 | $605.8K | 0.24% | −14,710−52.2% | Reduced |
| Nordwand Advisors, LLC | 13,575 | $610.2K | 0.09% | −60−0.4% | Reduced |
| IMC-Chicago, LLC | 13,631 | $612.7K | 0.01% | +13,631 | New |
| Vident Advisory, LLC | 13,673 | $614.6K | 0.00% | +3,695+37.0% | Added |
| Jefferies Financial Group Inc. | 13,723 | $616.8K | 0.01% | +13,723 | New |
| Arkadios Wealth Advisors | 13,991 | $628.9K | 0.01% | −64−0.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 14,175 | $637.2K | 0.00% | −3,163−18.2% | Reduced |
| Greenwood Gearhart Inc | 14,217 | $639.1K | 0.03% | 00.0% | Unchanged |
| Littlejohn Financial Services, Inc. | 14,292 | $642.4K | 0.47% | +2,868+25.1% | Added |
| Verition Fund Management LLC | 14,337 | $644.4K | 0.00% | −352−2.4% | Reduced |
| AlphaCentric Advisors LLC | 15,000 | $674.3K | 0.57% | +2,500+20.0% | Added |
| Captrust Financial Advisors | 15,734 | $707.3K | 0.00% | +4,755+43.3% | Added |
| Rockefeller Capital Management L.P. | 15,900 | $714.7K | 0.00% | +4,534+39.9% | Added |
| KLP Kapitalforvaltning AS | 16,700 | $750.7K | 0.00% | +5,600+50.5% | Added |
| Vanguard Investments Australia, Ltd. | 16,857 | $757.7K | 0.00% | +4,769+39.5% | Added |
| Green Alpha Advisors, LLC | 16,886 | $759.0K | 0.51% | −442−2.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 18,137 | $815.3K | 0.29% | +916+5.3% | Added |
| Voleon Capital Management LP | 18,154 | $816.0K | 0.01% | −70,784−79.6% | Reduced |
| Arizona State Retirement System | 18,217 | $818.9K | 0.00% | +4,457+32.4% | Added |
| Fund Advisors of America Inc | 18,555 | $834.0K | 0.76% | −1,703−8.4% | Reduced |
| Pathstone Holdings, LLC | 18,571 | $835.5K | 0.00% | −1,809−8.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,691 | $840.2K | 0.00% | +1,695+10.0% | Added |
| EverSource Wealth Advisors, LLC | 19,858 | $892.6K | 0.03% | −310−1.5% | Reduced |
| Symmetry Investments LP | 20,000 | $899.0K | 0.10% | +20,000 | New |
| Walleye Capital LLC | 20,391 | $916.6K | 0.00% | +11,014+117.5% | Added |
| State of Wyoming | 20,408 | $917.3K | 0.09% | +20,408 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 20,465 | $919.9K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 20,544 | $923.5K | 0.03% | −28,929−58.5% | Reduced |
| Natixis Advisors, L.P. | 21,006 | $944.0K | 0.00% | +21,006 | New |
| Pinnacle Associates Ltd | 21,154 | $950.9K | 0.01% | +600+2.9% | Added |
| State of New Jersey Common Pension Fund D | 21,769 | $978.5K | 0.00% | +21,769 | New |
| Private Advisor Group, LLC | 22,083 | $992.6K | 0.00% | +2,826+14.7% | Added |
| Manufacturers Life Insurance Company, The | 22,112 | $993.9K | 0.00% | +11,450+107.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 22,180 | $997.0K | 0.00% | +1,802+8.8% | Added |
| Balyasny Asset Management LLC | 22,208 | $998.3K | 0.00% | −62,255−73.7% | Reduced |
| BluePath Capital Management, LLC | 22,306 | $1.00M | 0.55% | +22,306 | New |
| Vanguard Global Advisers, LLC | 22,356 | $1.00M | 0.00% | −2,247−9.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,695 | $1.02M | 0.00% | +4,916+27.7% | Added |
| Baird Financial Group, Inc. | 23,929 | $1.08M | 0.00% | +502+2.1% | Added |
| Integrity Alliance, LLC. | 24,038 | $1.08M | 0.03% | −1,641−6.4% | Reduced |
| Elo Mutual Pension Insurance Co | 24,292 | $1.09M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 25,013 | $1.12M | 0.00% | +5,406+27.6% | Added |
| Freestone Grove Partners LP | 25,205 | $1.13M | 0.01% | +25,205 | New |
| Grove Street Fiduciary, LLC | 26,500 | $1.19M | 0.50% | 00.0% | Unchanged |
| UNICOM Systems, Inc. | 27,147 | $1.22M | 0.08% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 27,569 | $1.24M | 0.02% | −11,011−28.5% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 28,596 | $1.27M | 0.38% | −70.0% | Reduced |
| Spire Wealth Management | 28,730 | $1.29M | 0.04% | +3,931+15.9% | Added |
| Jupiter Topco LLC | 29,080 | $1.31M | 0.00% | +29,080 | New |
| Arta Finance Wealth Management LLC | 29,219 | $1.31M | 0.56% | +9,446+47.8% | Added |
| Capelight Capital Asset Management LP | 30,000 | $1.35M | 0.67% | +30,000 | New |
| Prospera Financial Services Inc | 30,191 | $1.36M | 0.02% | +4,709+18.5% | Added |
| Van Eck Associates Corp | 30,329 | $1.36M | 0.00% | +18,577+158.1% | Added |
| HighTower Advisors, LLC | 31,040 | $1.40M | 0.00% | +7,492+31.8% | Added |
| Kestra Private Wealth Services, LLC | 32,171 | $1.45M | 0.02% | +1,893+6.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,879 | $1.48M | 0.00% | +20,837+173.0% | Added |
| State of Wisconsin Investment Board | 33,261 | $1.50M | 0.00% | +1,261+3.9% | Added |
| Polianta Ltd | 35,000 | $1.57M | 0.19% | +5,000+16.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 35,075 | $1.58M | 0.52% | 00.0% | Unchanged |
| M&T Bank Corp | 35,269 | $1.59M | 0.00% | +3,606+11.4% | Added |
| Jones Financial Companies LLLP | 38,758 | $1.60M | 0.00% | +13,748+55.0% | Added |
| Horizon Investments, LLC | 35,715 | $1.61M | 0.02% | +35,715 | New |
| Russell Investments Group, Ltd. | 36,412 | $1.64M | 0.00% | +19,829+119.6% | Added |
| Quantbot Technologies LP | 36,661 | $1.65M | 0.07% | +10,205+38.6% | Added |
| Kovitz Investment Group Partners, LLC | 37,302 | $1.68M | 0.04% | +37,302 | New |
| Broadleaf Partners, LLC | 37,978 | $1.71M | 0.33% | +37,978 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 38,755 | $1.74M | 0.01% | +38,755 | New |
| Peregrine Asset Advisers, Inc. | 39,966 | $1.80M | 0.39% | −4,753−10.6% | Reduced |
| Wealthfront Advisers LLC | 40,016 | $1.80M | 0.00% | −31,232−43.8% | Reduced |
| Legato Capital Management LLC | 40,708 | $1.83M | 0.15% | −10,292−20.2% | Reduced |