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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
310
shares
|
$18,035
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
300
shares
|
$17,454
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
268
shares
|
$15,592
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
254
shares
|
$14,777
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
254
shares
|
$14,777
0.0% of portfolio
|
Q4 2025
Added 17.05%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
252
shares
|
$14,661
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
239
shares
|
$13,905
0.01% of portfolio
|
Q1 2025
Reduced 62.06%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
200
shares
|
$11,636
0.0% of portfolio
|
Q3 2025
Reduced 71.43%
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
200
shares
|
$11,636
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
200
shares
|
$11,636
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
200
shares
|
$11,636
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
185
shares
|
$10,763
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 09, 2026 Q4 2025 |
182
shares
|
$10,588
0.01% of portfolio
|
Q1 2025
Added 82.0%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
173
shares
|
$10,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
150
shares
|
$8,727
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
147
shares
|
$8,552
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
136
shares
|
$7,912
0.0% of portfolio
|
Q3 2025
Reduced 17.65%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
135
shares
|
$7,854
0.0% of portfolio
|
Q3 2025
Reduced 20.59%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
135
shares
|
$7,854
0.0% of portfolio
|
Q4 2025
Added 35.0%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
128
shares
|
$7,447
0.0% of portfolio
|
Q3 2025
Reduced 37.25%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
125
shares
|
$7,272
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
120
shares
|
$6,981
0.0% of portfolio
|
Q3 2025
Added 62.16%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
120
shares
|
$6,981
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
101
shares
|
$5,876
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
100
shares
|
$5,818
0.0% of portfolio
|
Q3 2025
New holding
|
|