Institutional shares held 98.5 Million
2.14M calls
2.1M puts
Total value of holdings $4.72B
$102M calls
$101M puts
Market Cap $2.65B
55,318,800 Shares Out.
Institutional ownership 178.09%
# of Institutions 280


Latest Institutional Activity in SYM

Top Purchases

Q2 2025
Amanah Holdings Trust Shares Held: 510K ($24.4M)
Q2 2025
Bourne Lent Asset Management Inc Shares Held: 88.4K ($4.23M)
Q2 2025
Bouvel Investment Partners, LLC Shares Held: 44.1K ($2.11M)
Q2 2025
Perigon Wealth Management, LLC Shares Held: 25.4K ($1.22M)
Q2 2025
Somerset Trust CO Shares Held: 9.26K ($443K)

Top Sells

Q2 2025
Zevenbergen Capital Investments LLC Shares Held: 142K ($6.79M)
Q2 2025
Exchange Traded Concepts, LLC Shares Held: 505K ($24.2M)
Q2 2025
Register Financial Advisors LLC Shares Held: 101K ($4.83M)
Q2 2025
Capital Market Strategies LLC Shares Held: 38.3K ($1.83M)
Q2 2025
Taylor Frigon Capital Management LLC Shares Held: 76.7K ($3.67M)

About SYM

Symbotic Inc., an automation technology company, provides robotics and technology to improve efficiency for retailers and wholesalers in the United States. It offers The Symbotic System, a full-service warehouse automation system that reduces costs, improves efficiency, and maximizes inventory. The company is based in Wilmington, Massachusetts.


Insider Transactions at SYM

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
384K Shares
From 14 Insiders
Exercise of conversion of derivative security 240K shares
Grant, award, or other acquisition 1.82K shares
Other acquisition or disposition 142K shares
Sell / Disposition
168M Shares
From 16 Insiders
Open market or private sale 348K shares
Other acquisition or disposition 167M shares
Bona fide gift 780K shares

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