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 |
|---|---|---|---|---|---|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,400
shares
|
$81,452
0.02% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
1,354
shares
|
$78,775
0.01% of portfolio
|
Q3 2025
Added 65.12%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
1,290
shares
|
$75,052
0.01% of portfolio
|
Q4 2025
Reduced 58.41%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,141
shares
|
$66,383
0.0% of portfolio
|
Q3 2025
Reduced 84.61%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
1,101
shares
|
$64,056
0.01% of portfolio
|
Q2 2025
Reduced 46.5%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,005
shares
|
$58,470
0.0% of portfolio
|
Q3 2025
Added 20000.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,004
shares
|
$58,412
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$58,180
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$58,180
0.0% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
889
shares
|
$51,722
0.01% of portfolio
|
Q1 2025
Added 13.25%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
838
shares
|
$48,754
0.0% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
800
shares
|
$46,544
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
770
shares
|
$44,798
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
704
shares
|
$40,958
0.01% of portfolio
|
Q3 2025
Added 1500.0%
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
668
shares
|
$38,864
0.03% of portfolio
|
Q3 2025
Added 2.77%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
576
shares
|
$33,511
0.0% of portfolio
|
Q2 2024
Added 15.2%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
560
shares
|
$32,580
0.0% of portfolio
|
Q3 2025
Added 833.33%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
479
shares
|
$27,868
0.0% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
439
shares
|
$25,541
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
410
shares
|
$23,853
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
392
shares
|
$22,806
0.0% of portfolio
|
Q3 2025
Added 149.68%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
370
shares
|
$21,526
0.0% of portfolio
|
Q3 2025
Added 39.62%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
369
shares
|
$21,468
0.0% of portfolio
|
Q3 2025
Reduced 63.1%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
335
shares
|
$19,490
0.0% of portfolio
|
Q3 2025
Added 415.38%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
328
shares
|
$19,083
0.0% of portfolio
|
Q2 2025
Added 27.13%
|
|