Institutional Ownership Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM). We have compiled data on the 394 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 |
|---|---|---|---|---|---|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
3,639
shares
|
$211,717
0.05% of portfolio
|
Q4 2025
Reduced 37.01%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,581
shares
|
$208,342
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
3,564
shares
|
$207,353
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
3,349
shares
|
$194,844
0.01% of portfolio
|
Q4 2024
Reduced 26.81%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,193
shares
|
$185,768
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
2,942
shares
|
$171,165
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 12, 2025 Q3 2025 |
2,853
shares
|
$165,987
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
2,799
shares
|
$162,845
0.0% of portfolio
|
Q3 2025
Added 15.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,704
shares
|
$157,318
0.0% of portfolio
|
Q3 2025
Added 53.2%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 23, 2025 Q3 2025 |
2,694
shares
|
$156,736
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,577
shares
|
$149,929
0.0% of portfolio
|
Q3 2025
Reduced 33.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
2,566
shares
|
$149,289
0.0% of portfolio
|
Q3 2025
Added 101.1%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
2,519
shares
|
$146,555
0.01% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
2,000
shares
|
$116,360
0.05% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
2,000
shares
|
$116,360
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,000
shares
|
$116,360
0.0% of portfolio
|
Q3 2025
Added 504.23%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,900
shares
|
$110,542
0.01% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,846
shares
|
$107,400
0.0% of portfolio
|
Q3 2025
Added 209.73%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
1,769
shares
|
$102,920
0.0% of portfolio
|
Q3 2024
Added 501.7%
|
|
|
Once Capital Management, LLC
|
Oct 14, 2025 Q3 2025 |
1,700
shares
|
$98,906
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
1,699
shares
|
$98,847
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,516
shares
|
$88,200
0.0% of portfolio
|
Q3 2025
Added 96.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,500
shares
|
$87,270
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
1,423
shares
|
$82,790
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
1,419
shares
|
$82,557
0.0% of portfolio
|
Q3 2025
New holding
|
|