Institutional Ownership Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM). We have compiled data on the 286 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 $4.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
17,261
shares
|
$845,271
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
17,208
shares
|
$842,675
0.0% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
16,010
shares
|
$784,009
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
15,658
shares
|
$766,772
0.0% of portfolio
|
Q1 2025
Added 21.18%
|
|
|
First Dallas Securities Inc.
|
May 15, 2025 Q1 2025 |
15,150
shares
|
$741,895
0.13% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
15,000
shares
|
$734,550
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hodges Capital Management Inc.
|
Jun 02, 2025 Q1 2025 |
14,350
shares
|
$702,719
0.03% of portfolio
|
Q1 2025
Reduced 94.76%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
14,350
shares
|
$702,719
0.0% of portfolio
|
Q1 2025
Added 10.2%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
14,217
shares
|
$696,206
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
14,203
shares
|
$695,520
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
13,596
shares
|
$665,796
0.01% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
13,094
shares
|
$641,213
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
12,965
shares
|
$634,896
0.03% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
12,796
shares
|
$626,620
0.0% of portfolio
|
Q1 2025
Reduced 20.06%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,300
shares
|
$602,331
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
12,197
shares
|
$597,287
0.0% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
12,109
shares
|
$592,977
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
11,900
shares
|
$582,743
0.0% of portfolio
|
Q4 2024
Added 27.96%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
11,661
shares
|
$571,039
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
11,450
shares
|
$560,706
0.02% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,691
shares
|
$523,538
0.0% of portfolio
|
Q2 2025
Reduced 19.53%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
10,365
shares
|
$507,574
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
10,298
shares
|
$504,293
0.1% of portfolio
|
Q1 2025
Added 36.47%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
10,140
shares
|
$496,555
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
10,000
shares
|
$489,700
0.0% of portfolio
|
Q2 2025
Added 21.95%
|