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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
100
shares
|
$5,818
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
100
shares
|
$5,818
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
100
shares
|
$5,818
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
100
shares
|
$5,818
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
100
shares
|
$5,818
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
100
shares
|
$5,818
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
82
shares
|
$4,770
0.0% of portfolio
|
Q4 2024
Added 272.73%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 12, 2026 Q4 2025 |
80
shares
|
$4,654
0.0% of portfolio
|
Q4 2025
Added 14.29%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
76
shares
|
$4,421
0.0% of portfolio
|
Q3 2025
Added 11.76%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
62
shares
|
$3,607
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
56
shares
|
$3,258
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 15, 2026 Q4 2025 |
55
shares
|
$3,199
0.0% of portfolio
|
Q4 2025
Reduced 12.7%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
53
shares
|
$3,083
0.0% of portfolio
|
Q4 2025
Added 55.88%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
50
shares
|
$2,909
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
50
shares
|
$2,909
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
40
shares
|
$2,327
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
40
shares
|
$2,327
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
39
shares
|
$2,269
0.0% of portfolio
|
Q3 2025
Added 11.43%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
35
shares
|
$2,036
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
32
shares
|
$1,861
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
31
shares
|
$1,803
0.0% of portfolio
|
Q3 2025
Reduced 99.69%
|
|
|
Investors Research Corp
|
Jan 06, 2026 Q4 2025 |
30
shares
|
$1,745
0.0% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
29
shares
|
$1,687
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
26
shares
|
$1,512
0.0% of portfolio
|
Q3 2025
Reduced 16.13%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
25
shares
|
$1,454
0.0% of portfolio
|
Q3 2025
New holding
|
|