Institutional Ownership Symbotic Inc. (SYM)
This table provides information about the institutional ownership of Symbotic Inc. (SYM). We have compiled data on the 256 institutions that hold shares in the stock, with a total of 97.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
17,349
shares
|
$388,444
0.0% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
16,451
shares
|
$368,337
0.0% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
16,008
shares
|
$358,419
0.0% of portfolio
|
Q4 2024
Added 55.54%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
15,000
shares
|
$335,850
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,545
shares
|
$325,662
0.0% of portfolio
|
Q4 2024
Reduced 89.07%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
14,224
shares
|
$318,475
0.0% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
14,217
shares
|
$318,318
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
13,094
shares
|
$293,174
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
13,022
shares
|
$291,562
0.0% of portfolio
|
Q4 2024
Added 44.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
12,921
shares
|
$289,301
0.0% of portfolio
|
Q4 2024
Added 41.94%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
12,830
shares
|
$287,263
0.03% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
12,584
shares
|
$281,755
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arizona State Retirement System
|
Feb 06, 2025 Q4 2024 |
12,010
shares
|
$268,903
0.0% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
11,928
shares
|
$267,067
0.0% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Handelsbanken Fonder Ab
|
Feb 03, 2025 Q4 2024 |
11,900
shares
|
$266,441
0.0% of portfolio
|
Q4 2024
Added 27.96%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
11,782
shares
|
$263,798
0.02% of portfolio
|
Q4 2024
Added 122.18%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
11,299
shares
|
$252,984
0.08% of portfolio
|
Q4 2024
Reduced 43.06%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
11,242
shares
|
$251,708
0.02% of portfolio
|
Q4 2024
Reduced 54.45%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
10,244
shares
|
$229,363
0.07% of portfolio
|
Q4 2024
Reduced 9.26%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
10,032
shares
|
$224,616
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
9,938
shares
|
$222,511
0.0% of portfolio
|
Q4 2024
Reduced 71.9%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
9,616
shares
|
$215,302
0.0% of portfolio
|
Q4 2024
Reduced 23.89%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Feb 14, 2025 Q4 2024 |
9,561
shares
|
$214,070
0.11% of portfolio
|
Q4 2024
Reduced 53.5%
|
|
|
Riverbridge Partners LLC
|
Jan 17, 2025 Q4 2024 |
9,296
shares
|
$208,137
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
9,200
shares
|
$205,988
0.03% of portfolio
|
Q4 2024
New holding
|