Institutional Ownership Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM). We have compiled data on the 285 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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
596
shares
|
$29,186
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
576
shares
|
$28,206
0.0% of portfolio
|
Q2 2024
Added 15.2%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
437
shares
|
$21,399
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
418
shares
|
$20,469
0.0% of portfolio
|
Q2 2024
Added 128.95%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
386
shares
|
$18,902
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
353
shares
|
$17,286
0.0% of portfolio
|
Q1 2025
Added 35200.0%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
340
shares
|
$16,649
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
328
shares
|
$16,062
0.0% of portfolio
|
Q2 2025
Added 27.13%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
310
shares
|
$15,180
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
300
shares
|
$14,691
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
265
shares
|
$12,977
0.0% of portfolio
|
Q2 2025
Added 173.2%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
255
shares
|
$12,487
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
254
shares
|
$12,438
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
252
shares
|
$12,340
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
239
shares
|
$11,703
0.0% of portfolio
|
Q1 2025
Reduced 62.06%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
204
shares
|
$9,989
0.0% of portfolio
|
Q1 2025
Added 59.38%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
200
shares
|
$9,794
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
200
shares
|
$9,794
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
200
shares
|
$9,794
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
195
shares
|
$9,549
0.0% of portfolio
|
Q1 2025
Added 490.91%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
182
shares
|
$8,912
0.01% of portfolio
|
Q1 2025
Added 82.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
173
shares
|
$8,471
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
153
shares
|
$7,492
0.0% of portfolio
|
Q1 2025
Added 6.99%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
150
shares
|
$7,345
0.0% of portfolio
|
Q1 2025
Added 35.14%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
150
shares
|
$7,345
0.0% of portfolio
|
Q1 2025
New holding
|