Institutional Ownership Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM). We have compiled data on the 286 institutions that hold shares in the stock, with a total of 98.5 Million shares, which have been reported (via 13F filing form) to have a value of $4.83 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,800
shares
|
$137,116
0.01% of portfolio
|
Q1 2025
Added 318.54%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,602
shares
|
$127,419
0.0% of portfolio
|
Q1 2025
Added 408.2%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,225
shares
|
$108,958
0.07% of portfolio
|
Q2 2025
Added 45.9%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,171
shares
|
$106,313
0.01% of portfolio
|
Q1 2025
Reduced 95.91%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
2,058
shares
|
$100,780
0.0% of portfolio
|
Q1 2025
Reduced 54.13%
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
2,058
shares
|
$100,780
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,000
shares
|
$97,940
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
May 13, 2025 Q1 2025 |
1,980
shares
|
$96,960
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,908
shares
|
$93,434
0.01% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,846
shares
|
$90,398
0.0% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
1,769
shares
|
$86,627
0.0% of portfolio
|
Q3 2024
Added 501.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,765
shares
|
$86,432
0.0% of portfolio
|
Q2 2025
Added 24.03%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,207
shares
|
$59,106
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,200
shares
|
$58,764
0.0% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,200
shares
|
$58,764
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,081
shares
|
$52,936
0.0% of portfolio
|
Q2 2024
Added 2.37%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,066
shares
|
$52,202
0.0% of portfolio
|
Q1 2025
Added 23.09%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,004
shares
|
$49,165
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
1,000
shares
|
$48,970
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
889
shares
|
$43,534
0.0% of portfolio
|
Q1 2025
Added 13.25%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
828
shares
|
$40,547
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
800
shares
|
$39,176
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
772
shares
|
$37,804
0.0% of portfolio
|
Q2 2025
Added 24.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
703
shares
|
$34,425
0.0% of portfolio
|
Q1 2025
Added 31.65%
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
650
shares
|
$31,830
0.02% of portfolio
|
Q4 2024
New holding
|