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 $3.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,856
shares
|
$67,447
0.0% of portfolio
|
Q3 2024
Added 540.0%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,769
shares
|
$64,285
0.0% of portfolio
|
Q3 2024
Added 501.7%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,557
shares
|
$56,581
0.0% of portfolio
|
Q3 2024
Reduced 86.53%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,500
shares
|
$54,510
0.03% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,221
shares
|
$44,371
0.0% of portfolio
|
Q3 2024
Reduced 39.34%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,207
shares
|
$43,862
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,200
shares
|
$43,608
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,190
shares
|
$43,244
0.0% of portfolio
|
Q3 2024
Added 119.96%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,088
shares
|
$39,537
0.0% of portfolio
|
Q3 2024
Reduced 65.33%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,081
shares
|
$39,283
0.0% of portfolio
|
Q2 2024
Added 2.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,056
shares
|
$38,375
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,004
shares
|
$36,485
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$36,340
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$36,340
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
967
shares
|
$35,140
0.0% of portfolio
|
Q3 2024
Reduced 22.58%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
800
shares
|
$29,072
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
725
shares
|
$26,346
0.0% of portfolio
|
Q3 2024
Added 149.14%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
576
shares
|
$20,931
0.0% of portfolio
|
Q2 2024
Added 15.2%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
479
shares
|
$17,406
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
418
shares
|
$15,190
0.0% of portfolio
|
Q3 2024
Reduced 56.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
412
shares
|
$14,972
0.0% of portfolio
|
Q3 2024
Reduced 5.5%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
411
shares
|
$14,935
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
400
shares
|
$14,536
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
400
shares
|
$14,536
0.0% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
328
shares
|
$11,919
0.0% of portfolio
|
Q3 2024
Added 8.97%
|