Institutional Ownership Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM). We have compiled data on the 264 institutions that hold shares in the stock, with a total of 92.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1492 Capital Management LLC
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
81,041
shares
|
$2.36 Million
1.74% of portfolio
|
Q2 2024
Added 1603.26%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 13, 2024 Q2 2024 |
74,115
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2024
Added 497.7%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
71,630
shares
|
$2.09 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Taylor Frigon Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
70,129
shares
|
$2.04 Million
0.86% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Swiss National Bank
Zurich, V8 |
Aug 08, 2024 Q2 2024 |
69,400
shares
|
$2.02 Million
0.0% of portfolio
|
Q2 2024
Added 110.3%
|
|
|
Bourne Lent Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
64,710
shares
|
$1.88 Million
0.6% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
63,658
shares
|
$1.85 Million
0.01% of portfolio
|
Q3 2024
Added 1273060.0%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
63,093
shares
|
$1.84 Million
0.24% of portfolio
|
Q3 2024
Added 29.8%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
62,980
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
56,030
shares
|
$1.63 Million
0.01% of portfolio
|
Q2 2024
Added 67.93%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
52,586
shares
|
$1.53 Million
0.01% of portfolio
|
Q2 2024
Added 7.39%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
50,842
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2024
Reduced 53.21%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
50,813
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2024
Added 66.16%
|
|
|
Ghisallo Capital Management LLC
Greenwich, CT |
Sep 04, 2024 Q2 2024 |
50,000
shares
|
$1.46 Million
0.33% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 01, 2024 Q2 2024 |
49,114
shares
|
$1.43 Million
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
48,053
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 55.03%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Aug 14, 2024 Q2 2024 |
47,727
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2024
Reduced 49.7%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 09, 2024 Q2 2024 |
43,367
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Added 24.08%
|
|
|
Hap Trading, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
43,311
shares
|
$1.26 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Aug 14, 2024 Q2 2024 |
42,055
shares
|
$1.22 Million
0.39% of portfolio
|
Q2 2024
Added 8.0%
|
|
|
Tanaka Capital Management Inc
New York, NY |
Aug 15, 2024 Q2 2024 |
41,537
shares
|
$1.21 Million
3.46% of portfolio
|
Q4 2023
Reduced 26.91%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
40,493
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2024
Added 499.63%
|
|
|
Sculptor Capital LP
New York, NY |
Aug 14, 2024 Q2 2024 |
39,700
shares
|
$1.16 Million
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Aug 13, 2024 Q2 2024 |
39,698
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
37,922
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2024
Added 10.81%
|