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 |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
9,050
shares
|
$526,529
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
9,020
shares
|
$524,783
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
9,000
shares
|
$523,620
0.0% of portfolio
|
Q3 2025
Reduced 82.35%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
9,000
shares
|
$523,620
0.15% of portfolio
|
Q3 2025
Reduced 31.27%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
8,990
shares
|
$523,038
0.09% of portfolio
|
Q3 2025
Reduced 13.27%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
8,977
shares
|
$522,281
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
8,975
shares
|
$522,165
0.07% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
8,706
shares
|
$506,515
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
8,645
shares
|
$502,966
0.01% of portfolio
|
Q3 2025
Added 38.12%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
8,612
shares
|
$501,046
0.0% of portfolio
|
Q3 2025
Reduced 29.43%
|
|
|
Somerset Trust CO
|
Oct 14, 2025 Q3 2025 |
8,479
shares
|
$493,308
0.15% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
8,387
shares
|
$487,955
0.02% of portfolio
|
Q3 2025
Reduced 30.27%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 12, 2025 Q3 2025 |
8,385
shares
|
$487,839
0.0% of portfolio
|
Q3 2025
Reduced 58.08%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
8,310
shares
|
$483,475
0.0% of portfolio
|
Q3 2025
Reduced 81.43%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
8,034
shares
|
$467,418
0.0% of portfolio
|
Q3 2025
Added 20.47%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,923
shares
|
$460,960
0.0% of portfolio
|
Q3 2025
Added 39.27%
|
|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Nov 12, 2025 Q3 2025 |
7,538
shares
|
$438,560
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
7,412
shares
|
$431,230
0.0% of portfolio
|
Q3 2025
Added 10.08%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
7,206
shares
|
$419,245
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
7,200
shares
|
$418,896
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
7,036
shares
|
$409,354
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
6,850
shares
|
$398,533
0.0% of portfolio
|
Q3 2025
Reduced 28.35%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
6,640
shares
|
$386,315
0.04% of portfolio
|
Q3 2025
Reduced 24.24%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
6,627
shares
|
$385,558
0.0% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
6,380
shares
|
$371,188
0.0% of portfolio
|
Q3 2025
Reduced 12.78%
|
|