Institutional Ownership Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM). We have compiled data on the 246 institutions that hold shares in the stock, with a total of 97.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
71,290
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 26.64%
|
|
|
Taylor Frigon Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
70,129
shares
|
$1.8 Million
0.86% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Bourne Lent Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
64,710
shares
|
$1.66 Million
0.6% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
63,093
shares
|
$1.62 Million
0.24% of portfolio
|
Q3 2024
Added 29.8%
|
|
|
Tenzing Global Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
62,500
shares
|
$1.61 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
62,466
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2024
Added 11.49%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
61,185
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2024
Added 41.09%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
59,050
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2024
Added 55.71%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
58,407
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.19%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
49,224
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
49,114
shares
|
$1.26 Million
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
48,053
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Added 55.03%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
45,008
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
43,163
shares
|
$1.11 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 15, 2024 Q3 2024 |
43,092
shares
|
$1.11 Million
2.43% of portfolio
|
Q3 2024
Added 3.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
42,197
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
39,730
shares
|
$1.02 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
36,558
shares
|
$939,175
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
36,304
shares
|
$932,649
0.0% of portfolio
|
Q3 2024
Added 95.49%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
35,682
shares
|
$916,670
0.0% of portfolio
|
Q3 2024
Added 12.05%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
35,362
shares
|
$908,449
0.0% of portfolio
|
Q3 2024
Added 97.4%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
33,805
shares
|
$868,450
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
33,690
shares
|
$865,496
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
33,129
shares
|
$851,084
0.0% of portfolio
|
Q3 2024
Added 33.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
32,826
shares
|
$843,299
0.0% of portfolio
|
Q3 2024
Reduced 5.63%
|