Symbotic Inc. SYM
Institutional shares held
97.8 Million
2.2M
calls
2.95M
puts
Total value of holdings
$2.29B
$51.5M
calls
$69M
puts
Market Cap
$1.29B
55,318,800
Shares Out.
Institutional ownership
176.88%
# of Institutions
256
We take great care to ensure that the data presented and summarized in this overview for Symbotic Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SYM
View all-
Softbank Group Corp Minato Ku Tokyo, M039.8MShares$931 Million4.19% of portfolio
-
Sb Global Advisers LTD London, X020MShares$468 Million27.64% of portfolio
-
Baillie Gifford & CO13.9MShares$325 Million0.26% of portfolio
-
Vanguard Group Inc Valley Forge, PA4.97MShares$116 Million0.0% of portfolio
-
Mirae Asset Global Etfs Holdings Ltd. Central, K31.16MShares$27 Million0.06% of portfolio
-
Black Rock Inc. New York, NY980KShares$22.9 Million0.0% of portfolio
-
Ubs Group Ag979KShares$22.9 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL875KShares$20.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY867KShares$20.3 Million0.0% of portfolio
-
Thematics Asset Management Paris, I0755KShares$17.6 Million0.79% of portfolio
Latest Institutional Activity in SYM
Top Purchases
Top Sells
About SYM
Symbotic Inc., an automation technology company, provides robotics and technology to improve efficiency for retailers and wholesalers in the United States. It offers The Symbotic System, a full-service warehouse automation system that reduces costs, improves efficiency, and maximizes inventory. The company is based in Wilmington, Massachusetts.
Insider Transactions at SYM
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Mar 17
2025
|
William M Boyd Iii Chief Strategy Officer |
SELL
Open market or private sale
|
Direct |
2,455
-5.83%
|
$54,010
$22.31 P/Share
|
|
Mar 03
2025
|
Todd Krasnow Director |
SELL
Open market or private sale
|
Indirect |
2,000
-100.0%
|
$46,000
$23.11 P/Share
|
|
Mar 03
2025
|
Todd Krasnow Director |
BUY
Other acquisition or disposition
|
Indirect |
2,000
+50.0%
|
-
|
|
Mar 03
2025
|
Todd Krasnow Director |
SELL
Other acquisition or disposition
|
Indirect |
2,000
-0.31%
|
-
|
|
Mar 01
2025
|
Rollin L. Ford Director |
BUY
Exercise of conversion of derivative security
|
Direct |
4,060
+21.87%
|
-
|
|
Mar 01
2025
|
Todd Krasnow Director |
BUY
Exercise of conversion of derivative security
|
Direct |
4,060
+50.0%
|
-
|
|
Mar 01
2025
|
Merline Saintil Director |
BUY
Exercise of conversion of derivative security
|
Direct |
4,060
+4.91%
|
-
|
|
Mar 01
2025
|
Daniela L Rus Director |
BUY
Exercise of conversion of derivative security
|
Direct |
11,024
+17.36%
|
-
|
|
Mar 01
2025
|
Charles Kane Director |
BUY
Exercise of conversion of derivative security
|
Direct |
4,060
+4.86%
|
-
|
|
Feb 28
2025
|
William M Boyd Iii Chief Strategy Officer |
BUY
Grant, award, or other acquisition
|
Direct |
1,302
+3.0%
|
$20,832
$16.32 P/Share
|
|
Feb 20
2025
|
Rollin L. Ford Director |
SELL
Open market or private sale
|
Indirect |
28,740
-100.0%
|
$747,240
$26.02 P/Share
|
|
Feb 20
2025
|
Rollin L. Ford Director |
BUY
Other acquisition or disposition
|
Indirect |
28,740
+50.0%
|
-
|
|
Feb 20
2025
|
Rollin L. Ford Director |
SELL
Other acquisition or disposition
|
Indirect |
28,740
-2.6%
|
-
|
|
Feb 18
2025
|
Todd Krasnow Director |
SELL
Open market or private sale
|
Indirect |
2,000
-100.0%
|
$54,000
$27.32 P/Share
|
|
Feb 18
2025
|
Todd Krasnow Director |
BUY
Other acquisition or disposition
|
Indirect |
2,000
+50.0%
|
-
|
|
Feb 18
2025
|
Todd Krasnow Director |
SELL
Other acquisition or disposition
|
Indirect |
2,000
-0.3%
|
-
|
|
Feb 18
2025
|
William M Boyd Iii Chief Strategy Officer |
SELL
Open market or private sale
|
Direct |
2,660
-6.12%
|
$71,820
$27.6 P/Share
|
|
Feb 10
2025
|
Todd Krasnow Director |
SELL
Bona fide gift
|
Direct |
20,000
-4.76%
|
-
|
|
Feb 10
2025
|
Todd Krasnow Director |
SELL
Open market or private sale
|
Direct |
10,447
-100.0%
|
$282,069
$27.05 P/Share
|
|
Feb 10
2025
|
Todd Krasnow Director |
SELL
Open market or private sale
|
Indirect |
39,553
-100.0%
|
$1,067,931
$27.27 P/Share
|
Last 12 Months Summary
Buy / Acquisition
495K
Shares
From
13
Insiders
| Exercise of conversion of derivative security | 238K shares |
|---|---|
| Grant, award, or other acquisition | 1.3K shares |
| Other acquisition or disposition | 255K shares |
Sell / Disposition
1.73M
Shares
From
13
Insiders
| Open market or private sale | 450K shares |
|---|---|
| Other acquisition or disposition | 1.26M shares |
| Bona fide gift | 20K shares |