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 |
|---|---|---|---|---|---|
| PEAK6 LLC | 55,357 | $2.49M | 0.06% | +55,357 | New |
| Simplex Trading, LLC | 54,733 | $2.46M | 0.06% | +9,801+21.8% | Added |
| Barton Investment Management | 53,460 | $2.40M | 0.33% | +16,647+45.2% | Added |
| Brevan Howard Capital Management LP | 51,564 | $2.32M | 0.03% | +866+1.7% | Added |
| Vontobel Holding Ltd. | 51,409 | $2.31M | 0.01% | +34,181+198.4% | Added |
| Empowered Funds, LLC | 51,281 | $2.31M | 0.01% | +17,887+53.6% | Added |
| Once Capital Management, LLC | 50,000 | $2.25M | 0.44% | +10,000+25.0% | Added |
| Dark Forest Capital Management LP | 47,040 | $2.11M | 0.14% | +47,040 | New |
| Vanguard Asset Management, Ltd | 46,233 | $2.08M | 0.00% | −11,507−19.9% | Reduced |
| Proactive Wealth Strategies LLC | 46,174 | $2.08M | 0.33% | +4,840+11.7% | Added |
| Bouvel Investment Partners, LLC | 45,983 | $2.07M | 0.47% | +57+0.1% | Added |
| Bank of New York Mellon Corp | 45,507 | $2.05M | 0.00% | +15,425+51.3% | Added |
| Zevenbergen Capital Investments LLC | 44,800 | $2.01M | 0.05% | −2,650−5.6% | Reduced |
| Ensign Peak Advisors, Inc | 44,456 | $2.00M | 0.00% | −1,050−2.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 42,192 | $1.90M | 0.01% | +3,375+8.7% | Added |
| Commonwealth Equity Services, LLC | 42,152 | $1.89M | 0.00% | +908+2.2% | Added |
| HSBC Holdings PLC | 41,750 | $1.89M | 0.00% | +41,750 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 41,065 | $1.85M | 0.10% | +26,256+177.3% | Added |
| Legato Capital Management LLC | 40,708 | $1.83M | 0.15% | −10,292−20.2% | Reduced |
| Wealthfront Advisers LLC | 40,016 | $1.80M | 0.00% | −31,232−43.8% | Reduced |
| Peregrine Asset Advisers, Inc. | 39,966 | $1.80M | 0.39% | −4,753−10.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 38,755 | $1.74M | 0.01% | +38,755 | New |
| Broadleaf Partners, LLC | 37,978 | $1.71M | 0.33% | +37,978 | New |
| Kovitz Investment Group Partners, LLC | 37,302 | $1.68M | 0.04% | +37,302 | New |
| Quantbot Technologies LP | 36,661 | $1.65M | 0.07% | +10,205+38.6% | Added |
| Russell Investments Group, Ltd. | 36,412 | $1.64M | 0.00% | +19,829+119.6% | Added |
| Horizon Investments, LLC | 35,715 | $1.61M | 0.02% | +35,715 | New |
| Jones Financial Companies LLLP | 38,758 | $1.60M | 0.00% | +13,748+55.0% | Added |
| M&T Bank Corp | 35,269 | $1.59M | 0.00% | +3,606+11.4% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 35,075 | $1.58M | 0.52% | 00.0% | Unchanged |
| Polianta Ltd | 35,000 | $1.57M | 0.19% | +5,000+16.7% | Added |
| State of Wisconsin Investment Board | 33,261 | $1.50M | 0.00% | +1,261+3.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,879 | $1.48M | 0.00% | +20,837+173.0% | Added |
| Kestra Private Wealth Services, LLC | 32,171 | $1.45M | 0.02% | +1,893+6.3% | Added |
| HighTower Advisors, LLC | 31,040 | $1.40M | 0.00% | +7,492+31.8% | Added |
| Van Eck Associates Corp | 30,329 | $1.36M | 0.00% | +18,577+158.1% | Added |
| Prospera Financial Services Inc | 30,191 | $1.36M | 0.02% | +4,709+18.5% | Added |
| Capelight Capital Asset Management LP | 30,000 | $1.35M | 0.67% | +30,000 | New |
| Arta Finance Wealth Management LLC | 29,219 | $1.31M | 0.56% | +9,446+47.8% | Added |
| Jupiter Topco LLC | 29,080 | $1.31M | 0.00% | +29,080 | New |
| Spire Wealth Management | 28,730 | $1.29M | 0.04% | +3,931+15.9% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 28,596 | $1.27M | 0.38% | −70.0% | Reduced |
| Perigon Wealth Management, LLC | 27,569 | $1.24M | 0.02% | −11,011−28.5% | Reduced |
| UNICOM Systems, Inc. | 27,147 | $1.22M | 0.08% | 00.0% | Unchanged |
| Grove Street Fiduciary, LLC | 26,500 | $1.19M | 0.50% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 25,205 | $1.13M | 0.01% | +25,205 | New |
| Envestnet Asset Management Inc | 25,013 | $1.12M | 0.00% | +5,406+27.6% | Added |
| Elo Mutual Pension Insurance Co | 24,292 | $1.09M | 0.01% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 24,038 | $1.08M | 0.03% | −1,641−6.4% | Reduced |
| Baird Financial Group, Inc. | 23,929 | $1.08M | 0.00% | +502+2.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,695 | $1.02M | 0.00% | +4,916+27.7% | Added |
| Vanguard Global Advisers, LLC | 22,356 | $1.00M | 0.00% | −2,247−9.1% | Reduced |
| BluePath Capital Management, LLC | 22,306 | $1.00M | 0.55% | +22,306 | New |
| Balyasny Asset Management LLC | 22,208 | $998.3K | 0.00% | −62,255−73.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 22,180 | $997.0K | 0.00% | +1,802+8.8% | Added |
| Manufacturers Life Insurance Company, The | 22,112 | $993.9K | 0.00% | +11,450+107.4% | Added |
| Private Advisor Group, LLC | 22,083 | $992.6K | 0.00% | +2,826+14.7% | Added |
| State of New Jersey Common Pension Fund D | 21,769 | $978.5K | 0.00% | +21,769 | New |
| Pinnacle Associates Ltd | 21,154 | $950.9K | 0.01% | +600+2.9% | Added |
| Natixis Advisors, L.P. | 21,006 | $944.0K | 0.00% | +21,006 | New |
| Group One Trading, L.P. | 20,544 | $923.5K | 0.03% | −28,929−58.5% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 20,465 | $919.9K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 20,408 | $917.3K | 0.09% | +20,408 | New |
| Walleye Capital LLC | 20,391 | $916.6K | 0.00% | +11,014+117.5% | Added |
| Symmetry Investments LP | 20,000 | $899.0K | 0.10% | +20,000 | New |
| EverSource Wealth Advisors, LLC | 19,858 | $892.6K | 0.03% | −310−1.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,691 | $840.2K | 0.00% | +1,695+10.0% | Added |
| Pathstone Holdings, LLC | 18,571 | $835.5K | 0.00% | −1,809−8.9% | Reduced |
| Fund Advisors of America Inc | 18,555 | $834.0K | 0.76% | −1,703−8.4% | Reduced |
| Arizona State Retirement System | 18,217 | $818.9K | 0.00% | +4,457+32.4% | Added |
| Voleon Capital Management LP | 18,154 | $816.0K | 0.01% | −70,784−79.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 18,137 | $815.3K | 0.29% | +916+5.3% | Added |
| Green Alpha Advisors, LLC | 16,886 | $759.0K | 0.51% | −442−2.6% | Reduced |
| Vanguard Investments Australia, Ltd. | 16,857 | $757.7K | 0.00% | +4,769+39.5% | Added |
| KLP Kapitalforvaltning AS | 16,700 | $750.7K | 0.00% | +5,600+50.5% | Added |
| Rockefeller Capital Management L.P. | 15,900 | $714.7K | 0.00% | +4,534+39.9% | Added |
| Captrust Financial Advisors | 15,734 | $707.3K | 0.00% | +4,755+43.3% | Added |
| AlphaCentric Advisors LLC | 15,000 | $674.3K | 0.57% | +2,500+20.0% | Added |
| Verition Fund Management LLC | 14,337 | $644.4K | 0.00% | −352−2.4% | Reduced |
| Littlejohn Financial Services, Inc. | 14,292 | $642.4K | 0.47% | +2,868+25.1% | Added |
| Greenwood Gearhart Inc | 14,217 | $639.1K | 0.03% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 14,175 | $637.2K | 0.00% | −3,163−18.2% | Reduced |
| Arkadios Wealth Advisors | 13,991 | $628.9K | 0.01% | −64−0.5% | Reduced |
| Jefferies Financial Group Inc. | 13,723 | $616.8K | 0.01% | +13,723 | New |
| Vident Advisory, LLC | 13,673 | $614.6K | 0.00% | +3,695+37.0% | Added |
| IMC-Chicago, LLC | 13,631 | $612.7K | 0.01% | +13,631 | New |
| Nordwand Advisors, LLC | 13,575 | $610.2K | 0.09% | −60−0.4% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 13,478 | $605.8K | 0.24% | −14,710−52.2% | Reduced |
| Advisory Services Network, LLC | 12,784 | $574.6K | 0.01% | +1,524+13.5% | Added |
| Circle Wealth Management, LLC | 12,449 | $559.6K | 0.01% | +4,054+48.3% | Added |
| Leonteq Securities AG | 12,420 | $558.3K | 0.03% | +6,913+125.5% | Added |
| Equitable Holdings, Inc. | 12,341 | $554.7K | 0.00% | +12,341 | New |
| Norges Bank | 12,340 | $554.7K | 0.00% | +12,340 | New |
| Oxford Asset Management LLP | 12,202 | $548.5K | 0.27% | +12,202 | New |
| Kestra Advisory Services, LLC | 12,200 | $548.4K | 0.00% | −879−6.7% | Reduced |
| Ossiam | 12,144 | $545.9K | 0.01% | +234+2.0% | Added |
| Asset Management One Co.,Ltd. | 12,070 | $542.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 12,000 | $539.4K | 0.03% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 11,573 | $520.2K | 0.00% | +3,840+49.7% | Added |
| MML Investors Services, LLC | 11,472 | $515.7K | 0.00% | −9,289−44.7% | Reduced |