Institutional Ownership Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM). We have compiled data on the 392 institutions that hold shares in the stock, with a total of 101 Million shares, which have been reported (via 13F filing form) to have a value of $5.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
44,796
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.9%
|
|
|
Bouvel Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
44,479
shares
|
$2.59 Million
0.81% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
44,239
shares
|
$2.57 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Taylor Frigon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
44,164
shares
|
$2.57 Million
1.25% of portfolio
|
Q3 2025
Reduced 42.39%
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
43,454
shares
|
$2.53 Million
4.22% of portfolio
|
Q3 2025
Reduced 18.59%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
42,720
shares
|
$2.49 Million
0.1% of portfolio
|
Q3 2025
Added 9.92%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
40,675
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2025 Q3 2025 |
39,515
shares
|
$2.3 Million
0.51% of portfolio
|
Q3 2025
Reduced 62.78%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
39,407
shares
|
$2.29 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
38,275
shares
|
$2.23 Million
1.09% of portfolio
|
Q2 2025
Reduced 20.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
37,133
shares
|
$2.16 Million
0.03% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
37,077
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2025
Added 32.37%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
36,138
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
35,625
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 62.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
35,612
shares
|
$2.07 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
35,368
shares
|
$2.06 Million
0.01% of portfolio
|
Q3 2025
Added 7.81%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Oct 31, 2025 Q3 2025 |
35,000
shares
|
$2.04 Million
0.89% of portfolio
|
Q3 2025
Added 314.45%
|
|
|
Pdt Partners, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
33,878
shares
|
$1.97 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
33,005
shares
|
$1.92 Million
0.8% of portfolio
|
Q3 2025
New holding
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
31,750
shares
|
$1.85 Million
0.02% of portfolio
|
Q3 2025
Added 13.45%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
31,394
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2024
Added 42.74%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
31,132
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.77%
|
|
|
Barton Investment Management
|
Oct 21, 2025 Q3 2025 |
30,425
shares
|
$1.77 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
29,588
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
Added 248.55%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
29,500
shares
|
$1.72 Million
0.03% of portfolio
|
Q3 2025
Added 15.97%
|
|