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 |
|---|---|---|---|---|---|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
1,769
shares
|
$39,607
0.0% of portfolio
|
Q3 2024
Added 501.7%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,500
shares
|
$33,585
0.02% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,463
shares
|
$32,756
0.0% of portfolio
|
Q4 2024
Added 19.82%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,368
shares
|
$30,629
0.0% of portfolio
|
Q4 2024
Added 58.15%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,225
shares
|
$27,427
0.0% of portfolio
|
Q4 2024
Reduced 63.51%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,207
shares
|
$27,024
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,200
shares
|
$26,868
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,081
shares
|
$24,203
0.0% of portfolio
|
Q2 2024
Added 2.37%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,004
shares
|
$22,479
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$22,390
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
927
shares
|
$20,755
0.01% of portfolio
|
Q4 2024
Added 125.55%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
866
shares
|
$19,389
0.0% of portfolio
|
Q4 2024
Reduced 66.9%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
800
shares
|
$17,912
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
785
shares
|
$17,576
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
669
shares
|
$14,978
0.0% of portfolio
|
Q4 2024
Reduced 73.48%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
650
shares
|
$14,553
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
630
shares
|
$14,105
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
576
shares
|
$12,896
0.0% of portfolio
|
Q2 2024
Added 15.2%
|
|
|
River Park Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
544
shares
|
$12,180
0.01% of portfolio
|
Q4 2024
Reduced 73.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
534
shares
|
$11,956
0.0% of portfolio
|
Q4 2024
Added 29.61%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
512
shares
|
$11,463
0.0% of portfolio
|
Q4 2024
Reduced 29.38%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
479
shares
|
$10,724
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
418
shares
|
$9,359
0.0% of portfolio
|
Q3 2024
Reduced 56.32%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
400
shares
|
$8,956
0.0% of portfolio
|
Q3 2024
Reduced 63.64%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
310
shares
|
$6,940
0.0% of portfolio
|
Q1 2023
New holding
|