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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 1,126 | $50.0K | 0.00% | +1,126 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,017 | $45.7K | 0.00% | −157,860−99.4% | Reduced |
| Clearstead Advisors, LLC | 1,001 | $45.0K | 0.00% | +1+0.1% | Added |
| Pingora Partners LLC | 1,000 | $45.0K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,000 | $45.0K | 0.01% | +1,000 | New |
| Wolff Wiese Magana LLC | 800 | $36.0K | 0.02% | +500+166.7% | Added |
| Strategic Advocates LLC | 700 | $31.5K | 0.12% | 00.0% | Unchanged |
| Larson Financial Group LLC | 688 | $30.9K | 0.00% | +659+2,272.4% | Added |
| Rocky Mountain Advisers, LLC | 650 | $29.2K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 639 | $28.7K | 0.00% | +76+13.5% | Added |
| Atlantic Union Bankshares Corp | 579 | $26.0K | 0.00% | +579 | New |
| Allianz SE | 572 | $25.7K | 0.00% | +572 | New |
| Caitong International Asset Management Co., Ltd | 553 | $24.9K | 0.00% | −1,233−69.0% | Reduced |
| Parkside Financial Bank & Trust | 536 | $24.1K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 540 | $24.0K | 0.00% | +297+122.2% | Added |
| Financial Management Professionals, Inc. | 508 | $22.8K | 0.00% | +508 | New |
| Strategic Investment Solutions, Inc. | 500 | $22.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 470 | $21.1K | 0.00% | +17+3.8% | Added |
| SRS Capital Advisors, Inc. | 433 | $19.5K | 0.00% | +244+129.1% | Added |
| National Bank of Canada | 419 | $18.8K | 0.00% | −8−1.9% | Reduced |
| Parallel Advisors, LLC | 396 | $17.8K | 0.00% | −366−48.0% | Reduced |
| Nemes Rush Group LLC | 396 | $17.8K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 381 | $17.1K | 0.00% | +381 | New |
| Harbour Investments, Inc. | 379 | $17.0K | 0.00% | +2+0.5% | Added |
| Signaturefd, LLC | 361 | $16.2K | 0.00% | −7−1.9% | Reduced |
| Penserra Capital Management LLC | 376 | $16.0K | 0.00% | −4,848−92.8% | Reduced |
| Toth Financial Advisory Corp | 335 | $15.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 328 | $14.7K | 0.00% | +200+156.3% | Added |
| Rothschild Investment LLC | 313 | $14.1K | 0.00% | +55+21.3% | Added |
| Ameriflex Group, Inc. | 308 | $13.8K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 300 | $13.5K | 0.00% | +300 | New |
| Adirondack Trust Co | 254 | $11.4K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 250 | $11.2K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 239 | $10.7K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $8.99K | 0.00% | +200 | New |
| Insight Financial Services | 182 | $8.18K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 173 | $7.78K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 167 | $7.51K | 0.00% | +167 | New |
| West Financial Advisors, LLC | 150 | $6.74K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 148 | $6.65K | 0.00% | +8+5.7% | Added |
| Highland Investment Advisors LLC | 145 | $6.52K | 0.00% | +145 | New |
| City State Bank | 135 | $6.07K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 127 | $5.71K | 0.00% | +101+388.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 125 | $5.62K | 0.00% | −100−44.4% | Reduced |
| Barrett & Company, Inc. | 125 | $5.62K | 0.00% | +75+150.0% | Added |
| Rialto Wealth Management, LLC | 120 | $5.39K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 104 | $4.69K | 0.00% | +104 | New |
| NBH Bank | 102 | $4.58K | 0.00% | +102 | New |
| Fairscale Capital, LLC | 101 | $4.54K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $4.50K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 100 | $4.50K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $4.50K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 100 | $4.50K | 0.00% | +100 | New |
| Ameritas Advisory Services, LLC | 100 | $4.50K | 0.00% | +100 | New |
| Harborfront Financial Group LLC | 100 | $4.50K | 0.02% | +100 | New |
| TD Waterhouse Canada Inc. | 100 | $4.49K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 97 | $4.36K | 0.00% | +97 | New |
| Stance Capital LLC | 88 | $3.96K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 70 | $3.15K | 0.00% | +70 | New |
| Cassaday & Co Wealth Management LLC | 67 | $3.01K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 62 | $2.79K | 0.00% | −6−8.8% | Reduced |
| Fortitude Family Office, LLC | 60 | $2.70K | 0.00% | −22−26.8% | Reduced |
| NBC Securities, Inc. | 60 | $2.70K | 0.00% | +20+50.0% | Added |
| HHM Wealth Advisors, LLC | 55 | $2.47K | 0.00% | −1,581−96.6% | Reduced |
| Investors Portfolio Services LLC | 50 | $2.25K | 0.00% | −1−2.0% | Reduced |
| Legacy Bridge, LLC | 50 | $2.25K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $2.25K | 0.00% | +50 | New |
| PlanVest Financial, Inc | 50 | $2.25K | 0.00% | +50 | New |
| Aventura Private Wealth, LLC | 49 | $2.20K | 0.00% | −5−9.3% | Reduced |
| Meramec Financial Planners, LLC | 50 | $2.08K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 40 | $2.00K | 0.00% | +26+185.7% | Added |
| Bogart Wealth, LLC | 44 | $1.98K | 0.00% | −10−18.5% | Reduced |
| Lloyd Advisory Services, LLC. | 41 | $1.84K | 0.00% | +41 | New |
| Versant Capital Management, Inc | 40 | $1.80K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 40 | $1.80K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 40 | $1.80K | 0.00% | +8+25.0% | Added |
| SWAN Capital LLC | 40 | $1.80K | 0.00% | +25+166.7% | Added |
| GAMMA Investing LLC | 34 | $1.53K | 0.00% | −20−37.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 33 | $1.48K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 32 | $1.44K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 32 | $1.44K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 30 | $1.35K | 0.00% | 00.0% | Unchanged |
| Core Capital Management & Research, inc. | 32 | $1.34K | 0.00% | +32 | New |
| Kilter Group LLC | 29 | $1.30K | 0.00% | −54−65.1% | Reduced |
| Bear Mountain Capital, Inc. | 29 | $1.26K | 0.00% | +4+16.0% | Added |
| Hollencrest Capital Management | 28 | $1.26K | 0.00% | +9+47.4% | Added |
| Silver Grove Financial Group, Inc. | 26 | $1.17K | 0.00% | +26 | New |
| Tradewinds Capital Management, LLC | 25 | $1.12K | 0.00% | +25 | New |
| Triumph Capital Management | 25 | $1.12K | 0.00% | +25 | New |
| CX Institutional | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Clean Yield Group | 20 | $899 | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 10 | $498 | 0.00% | +10 | New |
| Stone House Investment Management, LLC | 9 | $423 | 0.00% | −18−66.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 9 | $405 | 0.00% | +4+80.0% | Added |
| Benson Wealth Management INC | 8 | $360 | 0.00% | +8 | New |
| CVA Family Office, LLC | 6 | $270 | 0.00% | −7−53.8% | Reduced |