Institutional Ownership Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM). We have compiled data on the 243 institutions that hold shares in the stock, with a total of 97.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
13,330
shares
|
$514,538
0.04% of portfolio
|
Q3 2024
Added 161.63%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
13,131
shares
|
$506,856
0.0% of portfolio
|
Q3 2024
Added 76.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
12,759
shares
|
$492,497
0.0% of portfolio
|
Q3 2024
Reduced 19.29%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
12,750
shares
|
$492,150
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
12,635
shares
|
$487,711
0.0% of portfolio
|
Q3 2024
Added 29.39%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
12,620
shares
|
$487,132
0.0% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
11,873
shares
|
$458,297
0.0% of portfolio
|
Q3 2024
Reduced 88.04%
|
|
|
Arizona State Retirement System
|
Nov 12, 2024 Q3 2024 |
11,768
shares
|
$454,244
0.0% of portfolio
|
Q3 2024
Added 19.31%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
11,600
shares
|
$447,760
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
11,290
shares
|
$435,794
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
11,200
shares
|
$432,320
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
11,183
shares
|
$431,663
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
11,104
shares
|
$428,614
0.0% of portfolio
|
Q3 2024
Reduced 18.29%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
10,950
shares
|
$422,670
0.0% of portfolio
|
Q3 2024
Added 64.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
10,919
shares
|
$421,473
0.0% of portfolio
|
Q3 2024
Reduced 79.24%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
10,869
shares
|
$419,543
0.01% of portfolio
|
Q3 2024
Added 30.56%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
10,292
shares
|
$397,271
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
10,225
shares
|
$394,685
0.0% of portfolio
|
Q3 2024
Reduced 36.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
10,186
shares
|
$393,179
0.0% of portfolio
|
Q3 2024
Reduced 41.07%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
10,080
shares
|
$389,088
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Lattice Capital Management, LLC
|
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$386,000
0.22% of portfolio
|
Q3 2024
Reduced 35.48%
|
|
|
K2 Principal Fund, L.P.
Toronto, A6 |
Nov 15, 2024 Q3 2024 |
10,000
shares
|
$386,000
0.12% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$386,000
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
9,706
shares
|
$374,651
0.0% of portfolio
|
Q3 2024
Reduced 48.02%
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
9,346
shares
|
$360,755
0.0% of portfolio
|
Q3 2024
Added 1105.94%
|