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 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 11,452 | $514.8K | 0.00% | +1,799+18.6% | Added |
| Financial Engines Advisors L.L.C. | 11,265 | $506.4K | 0.00% | −4,905−30.3% | Reduced |
| BlueCrest Capital Management Ltd | 10,000 | $449.5K | 0.02% | +10,000 | New |
| Concentric Capital Strategies, LP | 9,843 | $442.4K | 0.03% | +9,843 | New |
| Vestmark Advisory Solutions, Inc. | 9,586 | $430.9K | 0.00% | +9,586 | New |
| D.A. Davidson & Co. | 9,120 | $409.9K | 0.00% | +1,798+24.6% | Added |
| Tyche Wealth Partners LLC | 8,990 | $404.1K | 0.06% | 00.0% | Unchanged |
| SEI Investments Co | 8,887 | $399.5K | 0.00% | −135,533−93.8% | Reduced |
| Havemeyer Place LP | 8,777 | $394.5K | 0.04% | −9,926−53.1% | Reduced |
| Laffer Tengler Investments | 8,766 | $394.0K | 0.05% | +743+9.3% | Added |
| TigerOak Management, L.L.C. | 8,640 | $388.4K | 0.11% | +8,640 | New |
| OP Asset Management Ltd | 8,513 | $382.7K | 0.00% | +8,513 | New |
| American Century Companies Inc | 8,410 | $378.0K | 0.00% | +884+11.7% | Added |
| Deutsche Bank AG | 8,331 | $374.5K | 0.00% | +2,585+45.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 8,484 | $370.2K | 0.00% | +3,574+72.8% | Added |
| MAI Capital Management | 8,236 | $370.2K | 0.00% | +7,667+1,347.5% | Added |
| Mariner, LLC | 8,185 | $368.0K | 0.00% | −13,500−62.3% | Reduced |
| Bayesian Capital Management, LP | 8,149 | $366.3K | 0.23% | +8,149 | New |
| Werlinich Asset Management, LLC | 8,108 | $364.5K | 0.14% | +100+1.2% | Added |
| Kingswood Wealth Advisors, LLC | 8,065 | $362.5K | 0.01% | +1,038+14.8% | Added |
| Janney Montgomery Scott LLC | 7,981 | $359.0K | 0.00% | +3,642+83.9% | Added |
| AlphaGrep UK Ltd | 7,911 | $355.6K | 0.11% | +7,911 | New |
| Lakeshore Financial Planning, Inc. | 7,803 | $350.7K | 0.11% | +7,803 | New |
| The PNC Financial Services Group, Inc. | 7,603 | $341.8K | 0.00% | +1,444+23.4% | Added |
| Somerset Trust Co | 7,427 | $333.8K | 0.09% | +29+0.4% | Added |
| Addison Capital Co | 7,375 | $331.5K | 0.05% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 7,325 | $329.3K | 0.17% | −500−6.4% | Reduced |
| Franklin Resources Inc | 7,308 | $328.5K | 0.00% | −537,684−98.7% | Reduced |
| IFP Advisors, Inc | 7,203 | $323.8K | 0.01% | +1,092+17.9% | Added |
| Farther Finance Advisors, LLC | 7,088 | $318.1K | 0.00% | +1,893+36.4% | Added |
| Centiva Capital, LP | 7,058 | $317.3K | 0.01% | +7,058 | New |
| Palumbo Wealth Management LLC | 6,984 | $313.9K | 0.07% | +138+2.0% | Added |
| Vestcor Inc | 6,926 | $311.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 6,917 | $310.9K | 0.00% | +1,536+28.5% | Added |
| Capstone Investment Advisors, LLC | 6,912 | $310.7K | 0.00% | +6,912 | New |
| Mercer Global Advisors Inc | 6,808 | $306.0K | 0.00% | −2,222−24.6% | Reduced |
| Wealthcare Advisory Partners LLC | 6,792 | $305.3K | 0.01% | +2,005+41.9% | Added |
| TD Asset Management Inc | 6,572 | $295.4K | 0.00% | +446+7.3% | Added |
| Federation des caisses Desjardins du Quebec | 6,503 | $292.3K | 0.00% | +1,892+41.0% | Added |
| West Tower Group, LLC | 6,500 | $292.2K | 0.82% | −500−7.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 6,479 | $291.2K | 0.03% | 00.0% | Unchanged |
| Savant Capital, LLC | 6,168 | $290.0K | 0.00% | +6,168 | New |
| Intrepid Financial Planning Group LLC | 6,420 | $288.6K | 0.10% | −50−0.8% | Reduced |
| Phoenix Holdings Ltd. | 6,200 | $277.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,150 | $276.4K | 0.00% | −7,365−54.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 6,145 | $276.2K | 0.00% | +1,908+45.0% | Added |
| International Assets Investment Management, LLC | 6,114 | $274.9K | 0.02% | +270+4.6% | Added |
| SBI Securities Co., Ltd. | 6,040 | $271.5K | 0.01% | +45+0.8% | Added |
| Boothbay Fund Management, LLC | 5,959 | $267.9K | 0.01% | −21,660−78.4% | Reduced |
| Malaga Cove Capital, LLC | 5,943 | $267.1K | 0.09% | +1,672+39.1% | Added |
| Sigma Planning Corp | 5,881 | $264.4K | 0.01% | +328+5.9% | Added |
| Fox Run Management, L.L.C. | 5,880 | $264.3K | 0.04% | +5,880 | New |
| Merit Financial Group, LLC | 5,813 | $261.3K | 0.00% | +5,813 | New |
| Concurrent Investment Advisors, LLC | 5,811 | $261.2K | 0.00% | +287+5.2% | Added |
| Advisory Alpha, LLC | 5,635 | $253.3K | 0.01% | +5,635 | New |
| La Banque Postale Asset Management SA | 5,616 | $252.4K | 0.00% | +1,717+44.0% | Added |
| Osbon Capital Management LLC | 5,615 | $252.4K | 0.20% | −10.0% | Reduced |
| Marex Group plc | 5,564 | $250.1K | 0.00% | +5,564 | New |
| D. E. Shaw & Co., Inc. | 5,478 | $246.2K | 0.00% | −243,032−97.8% | Reduced |
| Creative Planning | 5,462 | $245.5K | 0.00% | −465−7.8% | Reduced |
| JustInvest LLC | 5,374 | $241.6K | 0.00% | −1,240−18.7% | Reduced |
| DB&C Advisors, LLC | 5,373 | $241.5K | 0.26% | +5,373 | New |
| Public Employees Retirement Association of Colorado | 5,356 | $241.0K | 0.00% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 5,308 | $238.6K | 0.05% | +423+8.7% | Added |
| Private Trust Co NA | 5,250 | $236.0K | 0.02% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 5,231 | $235.1K | 0.00% | +314+6.4% | Added |
| QRG Capital Management, Inc. | 5,100 | $229.3K | 0.00% | +344+7.2% | Added |
| Global Retirement Partners, LLC | 5,089 | $228.8K | 0.00% | +5,089 | New |
| Central Pacific Bank - Trust Division | 5,074 | $228.1K | 0.02% | −5,254−50.9% | Reduced |
| Gables Capital Management Inc. | 5,000 | $224.8K | 0.08% | +3,000+150.0% | Added |
| Eurizon Capital SGR S.p.A. | 5,042 | $224.6K | 0.00% | +3,222+177.0% | Added |
| Tannin Capital LLC | 4,922 | $221.2K | 0.15% | −42−0.8% | Reduced |
| Swiss Life Asset Management Ltd | 4,623 | $207.8K | 0.00% | +4,623 | New |
| Ascent Wealth Partners, LLC | 4,621 | $207.7K | 0.02% | +679+17.2% | Added |
| SlateStone Wealth, LLC | 4,514 | $203.0K | 0.02% | +10+0.2% | Added |
| Warren Averett Asset Management, LLC | 4,498 | $202.2K | 0.00% | −256−5.4% | Reduced |
| CoreCap Advisors, LLC | 4,398 | $197.7K | 0.01% | −458−9.4% | Reduced |
| MCF Advisors LLC | 3,564 | $160.2K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 3,558 | $159.9K | 0.02% | +3,558 | New |
| Aster Capital Management (DIFC) Ltd | 3,546 | $159.4K | 0.03% | +3,546 | New |
| Walleye Trading LLC | 3,120 | $140.2K | 0.00% | +3,120 | New |
| JTC Employer Solutions Trusteee Ltd | 2,694 | $121.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,608 | $117.0K | 0.00% | −206−7.3% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 2,274 | $102.2K | 0.00% | +278+13.9% | Added |
| US Bancorp | 2,213 | $99.5K | 0.00% | −420−16.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 2,352 | $99.1K | 0.00% | +2,352 | New |
| AdvisorNet Financial, Inc | 2,000 | $89.9K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 1,984 | $89.2K | 0.00% | +1,984 | New |
| Rakuten Securities, Inc. | 1,972 | $88.6K | 0.02% | −1,247−38.7% | Reduced |
| Crewe Advisors LLC | 1,900 | $85.4K | 0.01% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 1,889 | $79.6K | 0.00% | −3,111−62.2% | Reduced |
| IAG Wealth Partners, LLC | 1,752 | $78.8K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 1,699 | $76.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,607 | $72.2K | 0.00% | +61+3.9% | Added |
| Allworth Financial LP | 1,512 | $68.0K | 0.00% | −1,274−45.7% | Reduced |
| Hantz Financial Services, Inc. | 1,500 | $67.0K | 0.00% | 00.0% | Unchanged |
| Vega Investment Solutions | 1,379 | $62.0K | 0.01% | +278+25.2% | Added |
| Armstrong Advisory Group, Inc | 1,290 | $58.0K | 0.00% | 00.0% | Unchanged |