Institutional Ownership Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM). We have compiled data on the 282 institutions that hold shares in the stock, with a total of 98.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
32
shares
|
$1,567
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
30
shares
|
$1,469
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
25
shares
|
$1,224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
25
shares
|
$1,224
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
24
shares
|
$1,175
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
22
shares
|
$1,077
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
20
shares
|
$979
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
20
shares
|
$979
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
17
shares
|
$832
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
17
shares
|
$832
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
15
shares
|
$734
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5
shares
|
$244
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
5
shares
|
$244
0.0% of portfolio
|
Q2 2025
Reduced 87.5%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
5
shares
|
$244
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
3
shares
|
$146
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
3
shares
|
$146
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
3
shares
|
$146
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1
shares
|
$48
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|