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 |
|---|---|---|---|---|---|
| Financiere des Professionnels - Fonds d,investissement inc. | 41,065 | $1.85M | 0.10% | +26,256+177.3% | Added |
| HSBC Holdings PLC | 41,750 | $1.89M | 0.00% | +41,750 | New |
| Commonwealth Equity Services, LLC | 42,152 | $1.89M | 0.00% | +908+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 42,192 | $1.90M | 0.01% | +3,375+8.7% | Added |
| Ensign Peak Advisors, Inc | 44,456 | $2.00M | 0.00% | −1,050−2.3% | Reduced |
| Zevenbergen Capital Investments LLC | 44,800 | $2.01M | 0.05% | −2,650−5.6% | Reduced |
| Bank of New York Mellon Corp | 45,507 | $2.05M | 0.00% | +15,425+51.3% | Added |
| Bouvel Investment Partners, LLC | 45,983 | $2.07M | 0.47% | +57+0.1% | Added |
| Proactive Wealth Strategies LLC | 46,174 | $2.08M | 0.33% | +4,840+11.7% | Added |
| Vanguard Asset Management, Ltd | 46,233 | $2.08M | 0.00% | −11,507−19.9% | Reduced |
| Dark Forest Capital Management LP | 47,040 | $2.11M | 0.14% | +47,040 | New |
| Once Capital Management, LLC | 50,000 | $2.25M | 0.44% | +10,000+25.0% | Added |
| Empowered Funds, LLC | 51,281 | $2.31M | 0.01% | +17,887+53.6% | Added |
| Vontobel Holding Ltd. | 51,409 | $2.31M | 0.01% | +34,181+198.4% | Added |
| Brevan Howard Capital Management LP | 51,564 | $2.32M | 0.03% | +866+1.7% | Added |
| Barton Investment Management | 53,460 | $2.40M | 0.33% | +16,647+45.2% | Added |
| Simplex Trading, LLC | 54,733 | $2.46M | 0.06% | +9,801+21.8% | Added |
| PEAK6 LLC | 55,357 | $2.49M | 0.06% | +55,357 | New |
| Advisor Group Holdings, Inc. | 56,691 | $2.55M | 0.00% | +7,514+15.3% | Added |
| Engineers Gate Manager LP | 56,930 | $2.56M | 0.03% | +46,936+469.6% | Added |
| Holocene Advisors, LP | 57,915 | $2.60M | 0.01% | +57,915 | New |
| AQR Capital Management LLC | 59,615 | $2.68M | 0.00% | +10,838+22.2% | Added |
| XTX Topco Ltd | 59,967 | $2.70M | 0.03% | +59,967 | New |
| Marshall Wace, LLP | 60,362 | $2.71M | 0.00% | −152,556−71.7% | Reduced |
| Taylor Frigon Capital Management LLC | 60,700 | $2.73M | 1.28% | +20,243+50.0% | Added |
| 180 Wealth Advisors, LLC | 61,717 | $2.77M | 0.28% | +2,116+3.6% | Added |
| Barclays PLC | 62,262 | $2.80M | 0.00% | +18,045+40.8% | Added |
| Register Financial Advisors LLC | 62,522 | $2.81M | 0.86% | +2,500+4.2% | Added |
| Entropy Technologies, LP | 63,044 | $2.83M | 0.11% | +46,420+279.2% | Added |
| Legacy Capital Wealth Partners, LLC | 63,513 | $2.85M | 0.55% | +11,008+21.0% | Added |
| Cetera Investment Advisers | 68,244 | $3.07M | 0.00% | +21,997+47.6% | Added |
| Algert Global LLC | 68,630 | $3.08M | 0.04% | +13,962+25.5% | Added |
| TrimTabs Asset Management, LLC | 69,160 | $3.11M | 0.57% | +69,160 | New |
| Marathon Capital Management | 69,780 | $3.14M | 0.64% | +30,910+79.5% | Added |
| Woodson Capital Management, LP | 70,000 | $3.15M | 0.53% | +43,058+159.8% | Added |
| FORA Capital, LLC | 72,003 | $3.24M | 0.22% | +66,973+1,331.5% | Added |
| Los Angeles Capital Management LLC | 73,468 | $3.30M | 0.01% | +37,942+106.8% | Added |
| Advisors Asset Management, Inc. | 75,109 | $3.38M | 0.05% | +2,945+4.1% | Added |
| California State Teachers Retirement System | 75,380 | $3.39M | 0.00% | +19,509+34.9% | Added |
| HRT Financial LP | 75,619 | $3.40M | 0.01% | +75,619 | New |
| DDD Partners, LLC | 75,791 | $3.41M | 0.21% | +31,415+70.8% | Added |
| Picton Mahoney Asset Management | 77,404 | $3.48M | 0.03% | −5,999−7.2% | Reduced |
| ExodusPoint Capital Management, LP | 83,077 | $3.73M | 0.03% | +83,077 | New |
| Susquehanna International Group, LLP | 86,010 | $3.87M | 0.00% | −3,515−3.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 87,482 | $3.93M | 0.02% | +71,326+441.5% | Added |
| Bourne Lent Asset Management Inc | 89,710 | $4.03M | 1.39% | +2,250+2.6% | Added |
| Invesco Ltd. | 91,477 | $4.11M | 0.00% | +7,722+9.2% | Added |
| Royal Bank of Canada | 100,562 | $4.52M | 0.00% | +544+0.5% | Added |
| Stifel Financial Corp | 102,226 | $4.60M | 0.00% | +49,583+94.2% | Added |
| Slow Capital, Inc. | 107,659 | $4.84M | 0.56% | −13,841−11.4% | Reduced |
| Dimensional Fund Advisors LP | 109,385 | $4.91M | 0.00% | +370+0.3% | Added |
| UBS Asset Management Americas Inc | 109,508 | $4.92M | 0.00% | +15,942+17.0% | Added |
| Davy Global Fund Management Ltd | 110,553 | $4.97M | 0.32% | −3,960−3.5% | Reduced |
| Handelsbanken Fonder AB | 114,152 | $5.13M | 0.01% | −110,365−49.2% | Reduced |
| Blair William & Co | 117,920 | $5.30M | 0.01% | +2,861+2.5% | Added |
| Tudor Investment Corp Et Al | 121,312 | $5.45M | 0.02% | −26,410−17.9% | Reduced |
| Swiss National Bank | 132,500 | $5.96M | 0.00% | +33,700+34.1% | Added |
| Capital Fund Management S.A. | 137,333 | $6.17M | 0.04% | +29,796+27.7% | Added |
| Seven Grand Managers, LLC | 137,500 | $6.18M | 0.25% | +100,000+266.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 140,800 | $6.33M | 0.03% | +51,241+57.2% | Added |
| Wells Fargo & Company | 153,035 | $6.88M | 0.00% | −3,497−2.2% | Reduced |
| Natixis | 157,904 | $7.10M | 0.03% | +148,818+1,637.9% | Added |
| Qube Research & Technologies Ltd | 159,305 | $7.16M | 0.01% | +159,305 | New |
| Man Group plc | 165,222 | $7.43M | 0.01% | +123,357+294.7% | Added |
| Mubadala Investment Co PJSC | 171,900 | $7.73M | 0.02% | +171,900 | New |
| Adage Capital Partners GP, L.L.C. | 172,081 | $7.74M | 0.01% | +21,641+14.4% | Added |
| Northern Trust Corp | 174,095 | $7.83M | 0.00% | −7,173−4.0% | Reduced |
| Victory Capital Management Inc | 180,001 | $8.09M | 0.00% | +37,848+26.6% | Added |
| Bridgewater Associates, LP | 183,975 | $8.27M | 0.03% | +6,988+3.9% | Added |
| Amundi | 196,385 | $8.83M | 0.00% | +87,832+80.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 207,969 | $9.35M | 0.01% | +207,969 | New |
| SG Americas Securities, LLC | 211,061 | $9.49M | 0.01% | +211,061 | New |
| Mirova | 216,854 | $9.75M | 0.36% | +27,212+14.3% | Added |
| Citigroup Inc | 236,956 | $10.7M | 0.00% | +28,175+13.5% | Added |
| Price T Rowe Associates Inc | 250,714 | $11.3M | 0.00% | +76,899+44.2% | Added |
| Citadel Advisors LLC | 255,657 | $11.5M | 0.01% | −370,808−59.2% | Reduced |
| Driehaus Capital Management LLC | 257,504 | $11.6M | 0.07% | +257,504 | New |
| Sierra Summit Advisors LLC | 259,079 | $11.6M | 1.30% | +259,079 | New |
| Mitsubishi UFJ Trust & Banking Corp | 263,974 | $11.9M | 0.03% | +1,861+0.7% | Added |
| RPG Investment Advisory, LLC | 266,959 | $12.0M | 1.23% | +266,959 | New |
| First Trust Advisors LP | 299,806 | $13.5M | 0.01% | −8,729−2.8% | Reduced |
| LPL Financial LLC | 307,117 | $13.8M | 0.00% | +4,837+1.6% | Added |
| USS Investment Management Ltd | 320,860 | $14.4M | 0.06% | +38,879+13.8% | Added |
| Vanguard Fiduciary Trust Co | 375,810 | $16.9M | 0.00% | +10,959+3.0% | Added |
| Charles Schwab Investment Management Inc | 381,719 | $17.2M | 0.00% | +3,218+0.9% | Added |
| Point72 Asset Management, L.P. | 400,546 | $18.0M | 0.03% | +194,030+94.0% | Added |
| BNP Paribas Arbitrage, SA | 461,507 | $20.7M | 0.01% | +159,774+53.0% | Added |
| Frontier Capital Management Co LLC | 481,154 | $21.6M | 0.20% | +236,100+96.3% | Added |
| S Squared Technology, LLC | 487,126 | $21.9M | 6.79% | +118,000+32.0% | Added |
| Trexquant Investment LP | 499,408 | $22.4M | 0.14% | +175,404+54.1% | Added |
| UBS Group AG | 520,420 | $23.4M | 0.00% | +121,475+30.4% | Added |
| State Street Corp | 557,007 | $25.0M | 0.00% | +37,265+7.2% | Added |
| Allspring Global Investments Holdings, LLC | 586,310 | $26.4M | 0.04% | −138,666−19.1% | Reduced |
| Navis Wealth Advisors, LLC | 615,291 | $27.7M | 10.49% | +548,497+821.2% | Added |
| Legal & General Group Plc | 638,977 | $28.7M | 0.01% | +276,444+76.3% | Added |
| Exchange Traded Concepts, LLC | 688,141 | $30.9M | 0.15% | +194,199+39.3% | Added |
| TCW Group Inc | 728,481 | $32.7M | 0.22% | −2,685−0.4% | Reduced |
| Millennium Management LLC | 770,980 | $34.7M | 0.02% | +413,568+115.7% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 796,749 | $35.8M | 0.23% | +14,526+1.9% | Added |
| Geode Capital Management, LLC | 823,795 | $37.0M | 0.00% | +1,747+0.2% | Added |