Institutional Ownership Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM). We have compiled data on the 258 institutions that hold shares in the stock, with a total of 98 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
35,783
shares
|
$786,510
0.0% of portfolio
|
Q2 2024
Reduced 11.0%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
35,072
shares
|
$770,882
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
34,906
shares
|
$767,233
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
33,986
shares
|
$747,012
0.0% of portfolio
|
Q1 2025
Added 44.1%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
31,394
shares
|
$690,040
0.0% of portfolio
|
Q1 2024
Added 42.74%
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
28,982
shares
|
$637,024
0.09% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
28,381
shares
|
$623,814
0.01% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Apr 11, 2025 Q1 2025 |
27,593
shares
|
$606,494
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
27,328
shares
|
$600,669
0.33% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
26,371
shares
|
$579,634
0.0% of portfolio
|
Q4 2024
Added 13.0%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
25,802
shares
|
$567,127
0.01% of portfolio
|
Q4 2024
Added 137.39%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
25,074
shares
|
$551,126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
24,700
shares
|
$542,906
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
24,621
shares
|
$541,169
0.0% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
22,118
shares
|
$486,153
0.0% of portfolio
|
Q1 2025
Added 19.29%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
21,674
shares
|
$476,394
0.01% of portfolio
|
Q4 2024
Added 123.31%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
21,615
shares
|
$475,097
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
21,168
shares
|
$465,272
0.0% of portfolio
|
Q4 2024
Reduced 93.11%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
20,768
shares
|
$456,480
0.0% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Feb 14, 2025 Q4 2024 |
20,256
shares
|
$445,226
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
20,000
shares
|
$439,600
0.49% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
19,197
shares
|
$421,950
0.0% of portfolio
|
Q4 2024
Reduced 42.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
18,632
shares
|
$409,531
0.0% of portfolio
|
Q4 2024
Added 47.64%
|
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
17,500
shares
|
$384,650
0.17% of portfolio
|
Q4 2024
Reduced 45.99%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
17,349
shares
|
$381,331
0.0% of portfolio
|
Q4 2024
Added 2.21%
|