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 |
|---|---|---|---|---|---|
|
Handelsbanken Fonder Ab
|
Oct 04, 2024 Q3 2024 |
9,300
shares
|
$358,980
0.0% of portfolio
|
Q2 2024
Reduced 19.83%
|
|
|
Riverbridge Partners LLC
|
Oct 15, 2024 Q3 2024 |
9,296
shares
|
$358,825
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
9,103
shares
|
$351,375
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
9,011
shares
|
$347,824
0.0% of portfolio
|
Q3 2024
Added 38.02%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
8,968
shares
|
$346,164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
8,316
shares
|
$320,997
0.03% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
6,309
shares
|
$243,527
0.0% of portfolio
|
Q2 2024
Added 21.82%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
6,035
shares
|
$232,951
0.13% of portfolio
|
Q1 2024
Reduced 16.47%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,000
shares
|
$231,600
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
5,900
shares
|
$227,740
0.07% of portfolio
|
Q3 2024
Added 31.11%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,686
shares
|
$219,479
0.08% of portfolio
|
Q1 2024
Reduced 31.44%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
5,303
shares
|
$204,695
0.01% of portfolio
|
Q2 2024
Added 14.12%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
4,900
shares
|
$189,140
0.03% of portfolio
|
Q2 2024
Added 147.6%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Nov 13, 2024 Q3 2024 |
4,576
shares
|
$176,633
0.01% of portfolio
|
Q3 2024
Added 47.33%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
3,557
shares
|
$137,300
0.0% of portfolio
|
Q3 2024
Added 36.81%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,508
shares
|
$135,408
0.02% of portfolio
|
Q3 2024
Added 89.93%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
3,497
shares
|
$134,984
0.0% of portfolio
|
Q3 2024
Added 28.42%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
3,357
shares
|
$129,580
0.01% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
3,008
shares
|
$116,108
0.01% of portfolio
|
Q2 2024
Added 85.91%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,616
shares
|
$100,977
0.0% of portfolio
|
Q3 2024
Added 80.41%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,548
shares
|
$98,352
0.0% of portfolio
|
Q3 2024
Reduced 57.76%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,523
shares
|
$97,387
0.01% of portfolio
|
Q3 2024
Added 19307.69%
|
|
|
River Park Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,034
shares
|
$78,512
0.04% of portfolio
|
Q3 2024
Added 147.14%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
2,000
shares
|
$77,200
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,913
shares
|
$73,841
0.01% of portfolio
|
Q3 2024
Reduced 49.66%
|