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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
300
shares
|
$6,717
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
254
shares
|
$5,687
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
225
shares
|
$5,037
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
200
shares
|
$4,478
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
173
shares
|
$3,873
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
143
shares
|
$3,201
0.0% of portfolio
|
Q4 2024
Added 98.61%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
128
shares
|
$2,865
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
125
shares
|
$2,798
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
120
shares
|
$2,686
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
120
shares
|
$2,686
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
113
shares
|
$2,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
112
shares
|
$2,507
0.0% of portfolio
|
Q2 2024
Added 833.33%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
111
shares
|
$2,485
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
101
shares
|
$2,261
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
100
shares
|
$2,239
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
100
shares
|
$2,239
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$2,239
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
100
shares
|
$2,239
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
100
shares
|
$2,239
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
100
shares
|
$2,239
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
100
shares
|
$2,239
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
82
shares
|
$1,835
0.0% of portfolio
|
Q4 2024
Added 272.73%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
74
shares
|
$1,656
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
71
shares
|
$1,589
0.0% of portfolio
|
Q4 2024
Reduced 17.44%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
65
shares
|
$1,455
0.0% of portfolio
|
Q4 2024
New holding
|