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 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 864,400 | $38.9M | 0.02% | +468,400+118.3% | Added |
| Raymond James Financial Inc | 904,237 | $40.6M | 0.01% | −53,103−5.5% | Reduced |
| Goldman Sachs Group Inc | 935,611 | $42.1M | 0.00% | −400,149−30.0% | Reduced |
| Daiwa Securities Group Inc. | 947,266 | $42.6M | 0.10% | +947,266 | New |
| Renaissance Technologies LLC | 960,100 | $43.2M | 0.06% | +245,300+34.3% | Added |
| Bank of America Corp | 1,057,026 | $47.5M | 0.00% | +16,409+1.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,101,318 | $49.3M | 0.06% | +60,683+5.8% | Added |
| Two Sigma Investments, LP | 1,410,103 | $63.4M | 0.05% | +470,135+50.0% | Added |
| FMR LLC | 1,426,279 | $64.1M | 0.00% | −395,286−21.7% | Reduced |
| BlackRock, Inc. | 1,756,855 | $79.0M | 0.00% | +312,528+21.6% | Added |
| Ameriprise Financial Inc | 2,011,390 | $90.4M | 0.02% | +1,963,912+4,136.5% | Added |
| JPMorgan Chase & Co | 2,889,676 | $121.9M | 0.01% | +526,130+22.3% | Added |
| Vanguard Capital Management LLC | 2,851,280 | $128.2M | 0.00% | −64,456−2.2% | Reduced |
| Morgan Stanley | 3,867,532 | $173.8M | 0.01% | +1,537,246+66.0% | Added |
| Vanguard Portfolio Management LLC | 4,295,652 | $193.1M | 0.01% | +525,334+13.9% | Added |
| Baillie Gifford & Co | 12,263,759 | $551.3M | 0.50% | −216,129−1.7% | Reduced |
| Walmart Inc. | 15,000,000 | $674.3M | 91.61% | 00.0% | Unchanged |
| Softbank Group Corp | 39,825,312 | $1.79B | 9.85% | 00.0% | Unchanged |
| GFS Advisors, LLC | 150 | – | – | +150 | New |
| Covestor Ltd | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| SVF Sponsor III (DE) LLC | 0 | $0 | 0.00% | −5,590,000−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −524,415−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −475,000−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −126,521−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −81,620−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −53,625−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −44,100−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −30,200−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −26,141−100.0% | Sold out |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −19,099−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −18,283−100.0% | Sold out |
| Darden Wealth Group Inc | 0 | $0 | 0.00% | −12,915−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −11,869−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −11,652−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −11,560−100.0% | Sold out |
| United Asset Strategies, Inc. | 0 | $0 | 0.00% | −11,246−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −10,960−100.0% | Sold out |
| LGL Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −9,160−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −8,974−100.0% | Sold out |
| Patten Group, Inc. | 0 | $0 | 0.00% | −8,488−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −8,355−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −7,044−100.0% | Sold out |
| Willis Johnson & Associates, Inc. | 0 | $0 | 0.00% | −7,015−100.0% | Sold out |
| Arista Wealth Management, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Alchemi Wealth, LLC | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −6,078−100.0% | Sold out |
| Zazove Associates LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −5,407−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,221−100.0% | Sold out |
| Chung Wu Investment Group, LLC | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −5,125−100.0% | Sold out |
| Defiance ETFs, LLC | 0 | $0 | 0.00% | −4,980−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,889−100.0% | Sold out |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −4,661−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −4,532−100.0% | Sold out |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −4,520−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −4,489−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −4,430−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −4,385−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −4,375−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −4,324−100.0% | Sold out |
| Parsons Capital Management Inc | 0 | $0 | 0.00% | −4,150−100.0% | Sold out |
| Aldebaran Financial Inc. | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| VGI Partners Ltd | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Intergy Private Wealth, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,925−100.0% | Sold out |
| Perennial Investment Advisors, LLC | 0 | $0 | 0.00% | −3,895−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −3,837−100.0% | Sold out |
| Oak Associates, Ltd | 0 | $0 | 0.00% | −3,808−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −3,786−100.0% | Sold out |
| Hunting Hill Global Capital, LLC | 0 | $0 | 0.00% | −3,761−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −3,088−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −1,769−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −749−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −576−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| Kerr Financial Planning Corp | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Financial Freedom, LLC | 0 | $0 | 0.00% | −254−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Evolution Wealth Management Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| BankPlus Trust Department | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Sunrise Financial Services, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Basecamp Wealth Advisors LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| 1015 Capital Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| DiNuzzo Private Wealth, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |