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 |
|---|---|---|---|---|---|
|
Arkfeld Wealth Strategies, L.L.C.
|
Nov 05, 2025 Q3 2025 |
28,638
shares
|
$1.67 Million
0.59% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
27,372
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
26,584
shares
|
$1.55 Million
0.6% of portfolio
|
Q3 2025
Reduced 16.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
26,556
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
26,057
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Added 4.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
24,700
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.05%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
23,357
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2025
Reduced 36.27%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
22,439
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
21,927
shares
|
$1.28 Million
0.04% of portfolio
|
Q3 2025
Added 13.0%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
21,280
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 22.3%
|
|
|
Element Squared LLC
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
21,081
shares
|
$1.23 Million
0.65% of portfolio
|
Q3 2025
New holding
|
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Nov 03, 2025 Q3 2025 |
21,000
shares
|
$1.22 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
20,000
shares
|
$1.16 Million
0.49% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
19,738
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
18,959
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
18,407
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.36%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
18,398
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 436.85%
|
|
|
Amundi
Paris, I0 |
Nov 14, 2025 Q3 2025 |
18,078
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 74.97%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Nov 14, 2025 Q3 2025 |
17,261
shares
|
$1 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
15,874
shares
|
$923,549
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
15,022
shares
|
$873,979
0.01% of portfolio
|
Q3 2025
Reduced 32.24%
|
|
|
Arizona State Retirement System
|
Nov 03, 2025 Q3 2025 |
14,512
shares
|
$844,308
0.0% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
14,512
shares
|
$844,308
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
14,428
shares
|
$839,421
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
14,297
shares
|
$831,799
0.0% of portfolio
|
Q3 2025
New holding
|
|