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 |
|---|---|---|---|---|---|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
6,380
shares
|
$371,188
0.0% of portfolio
|
Q3 2025
Reduced 12.78%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
6,379
shares
|
$371,130
0.0% of portfolio
|
Q3 2025
Reduced 26.62%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
6,355
shares
|
$369,733
0.0% of portfolio
|
Q3 2025
Added 20.2%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
6,332
shares
|
$368,395
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
6,307
shares
|
$366,941
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
6,300
shares
|
$366,534
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
6,295
shares
|
$366,243
0.03% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
6,269
shares
|
$364,730
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
6,191
shares
|
$360,192
0.0% of portfolio
|
Q3 2025
Added 19.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
6,179
shares
|
$359,494
0.01% of portfolio
|
Q3 2025
Reduced 15.65%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
6,150
shares
|
$357,807
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
6,035
shares
|
$351,116
0.13% of portfolio
|
Q1 2024
Reduced 16.47%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,000
shares
|
$349,080
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
5,953
shares
|
$346,345
0.01% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,846
shares
|
$340,120
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
5,830
shares
|
$339,189
0.0% of portfolio
|
Q3 2025
Added 17.16%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
5,800
shares
|
$337,444
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
5,750
shares
|
$334,535
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
5,746
shares
|
$334,302
0.01% of portfolio
|
Q4 2025
Reduced 59.36%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
5,699
shares
|
$331,567
0.05% of portfolio
|
Q3 2025
Reduced 32.95%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,686
shares
|
$330,811
0.08% of portfolio
|
Q1 2024
Reduced 31.44%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
5,656
shares
|
$329,066
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,547
shares
|
$322,724
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,487
shares
|
$319,233
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
5,440
shares
|
$316,499
0.0% of portfolio
|
Q3 2025
New holding
|
|