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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
5,269
shares
|
$306,550
0.0% of portfolio
|
Q3 2025
Reduced 50.72%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,250
shares
|
$305,445
0.03% of portfolio
|
Q3 2025
Added 138.64%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,100
shares
|
$296,718
0.01% of portfolio
|
Q3 2025
Reduced 10.99%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
5,097
shares
|
$296,543
0.07% of portfolio
|
Q3 2025
Reduced 30.96%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
5,095
shares
|
$296,427
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,962
shares
|
$288,689
0.0% of portfolio
|
Q3 2025
Reduced 27.83%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
4,910
shares
|
$285,663
0.0% of portfolio
|
Q3 2025
Reduced 25.3%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
4,748
shares
|
$276,238
0.01% of portfolio
|
Q3 2025
Reduced 34.0%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
4,600
shares
|
$267,628
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 03, 2025 Q3 2025 |
4,520
shares
|
$262,973
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,513
shares
|
$262,566
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
4,269
shares
|
$248,370
0.0% of portfolio
|
Q3 2025
Added 61.34%
|
|
|
Hodges Capital Management Inc.
|
Nov 07, 2025 Q3 2025 |
4,250
shares
|
$247,265
0.02% of portfolio
|
Q3 2025
Reduced 39.72%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
4,241
shares
|
$246,741
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
4,230
shares
|
$246,101
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
4,204
shares
|
$244,588
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
4,175
shares
|
$242,901
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
4,169
shares
|
$242,552
0.0% of portfolio
|
Q3 2025
Reduced 97.65%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 12, 2025 Q3 2025 |
4,068
shares
|
$236,676
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jain Global LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,006
shares
|
$233,069
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Capital CO
|
Nov 03, 2025 Q3 2025 |
4,000
shares
|
$232,720
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
3,854
shares
|
$224,225
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Nov 14, 2025 Q3 2025 |
3,822
shares
|
$222,363
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2025 Q3 2025 |
3,808
shares
|
$221,549
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
3,771
shares
|
$219,396
0.06% of portfolio
|
Q3 2025
New holding
|
|