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 $4.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
35,410
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
35,261
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Added 36.66%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
34,765
shares
|
$1.7 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
34,130
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Added 57.9%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
33,986
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Added 44.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
33,955
shares
|
$1.66 Million
0.0% of portfolio
|
Q1 2025
Added 28.76%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
32,059
shares
|
$1.57 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
31,394
shares
|
$1.54 Million
0.0% of portfolio
|
Q1 2024
Added 42.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
31,106
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
30,384
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Added 40.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
29,492
shares
|
$1.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.66%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
28,840
shares
|
$1.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 30.16%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
28,680
shares
|
$1.4 Million
0.47% of portfolio
|
Q2 2025
Added 3.94%
|
|
|
Symmetry Investments LP
|
May 15, 2025 Q1 2025 |
28,495
shares
|
$1.4 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
25,437
shares
|
$1.25 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
25,012
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 44.17%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
24,628
shares
|
$1.21 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
23,803
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 139.51%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
May 09, 2025 Q1 2025 |
23,158
shares
|
$1.13 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
22,118
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 19.29%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
20,768
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 14.77%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
20,000
shares
|
$979,400
0.49% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
18,519
shares
|
$906,875
0.0% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
17,400
shares
|
$852,078
0.0% of portfolio
|
Q1 2025
Reduced 90.31%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
17,265
shares
|
$845,467
0.01% of portfolio
|
Q1 2025
New holding
|