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Symbotic (SYM) Institutional Ownership

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$45.74 -0.49 (-1.06%)
Closing price 04:00 PM Eastern
Extended Trading
$45.82 +0.09 (+0.19%)
As of 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Symbotic (NASDAQ:SYM)

Number of
Institutional Buyers
(last 12 months)
176
Total
Institutional Inflows
(last 12 months)
$776.18M
Number of
Institutional Sellers
(last 12 months)
69
Total
Institutional Outflows
(last 12 months)
$178.19M
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SYM Institutional Buying and Selling by Quarter

Symbotic Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/16/2025 FORA Capital LLC9,977$388K0.0%N/A0.002%
8/16/2025 Headlands Technologies LLC6,508$253K0.0%+199.8%0.001%
8/15/2025 Rakuten Securities Inc.8,817$343K0.1%-14.4%0.001%
8/15/2025 Captrust Financial Advisors10,582$411K0.0%N/A0.002%
8/15/2025 Vident Advisory LLC11,316$440K0.0%N/A0.002%
8/15/2025 Tidal Investments LLC5,246$204K0.0%N/A0.001%
8/15/2025 Lazard Asset Management LLC4,321$167K0.0%N/A0.001%
8/15/2025 BNP Paribas Financial Markets302,788$11.76M0.0%-61.9%0.051%
8/15/2025 Brevan Howard Capital Management LP8,226$320K0.0%N/A0.001%
8/15/2025 Ameriprise Financial Inc.21,245$825K0.0%-28.0%0.004%
8/14/2025 PDT Partners LLC33,908$1.32M0.1%-72.0%0.006%
8/14/2025 California State Teachers Retirement System51,622$2.01M0.0%+44.3%0.009%
8/14/2025 Raymond James Financial Inc.970,198$37.69M0.0%-1.1%0.165%
8/14/2025 Bayesian Capital Management LP13,453$523K0.1%N/A0.002%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,321,225$51.21M0.1%-1.7%0.224%
8/14/2025 The Manufacturers Life Insurance Company 8,544$332K0.0%N/A0.001%
8/14/2025 Sei Investments Co.90,501$3.52M0.0%+55.1%0.015%
8/14/2025 Marathon Capital Management106,170$4.13M1.1%-2.0%0.018%
8/14/2025 Nebula Research & Development LLC12,902$501K0.0%N/A0.002%
8/14/2025 Frontier Capital Management Co. LLC554,565$21.55M0.2%-19.8%0.094%
8/14/2025 NewEdge Advisors LLC1,276$50K0.0%+81.5%0.000%
8/14/2025 AXA S.A.276,751$10.75M0.0%-22.8%0.047%
8/14/2025 Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna121,495$4.72M1.9%N/A0.021%
8/14/2025 Thematics Asset Management611,494$23.76M1.1%-17.4%0.104%
8/14/2025 Vega Investment Solutions1,101$43K0.0%-46.5%0.000%
8/14/2025 WINTON GROUP Ltd35,184$1.37M0.1%N/A0.006%
8/14/2025 Hood River Capital Management LLC424,526$16.49M0.2%+16.1%0.072%
8/14/2025 Natixis44,738$1.74M0.0%+3.2%0.008%
8/13/2025 Bosun Asset Management LLC18,752$729K0.2%N/A0.003%
8/13/2025 Cresset Asset Management LLC6,875$267K0.0%N/A0.001%
8/13/2025 Baird Financial Group Inc.54,396$2.11M0.0%-31.7%0.009%
8/13/2025 First Trust Advisors LP279,490$10.86M0.0%-19.9%0.047%
8/13/2025 EverSource Wealth Advisors LLC38,866$1.51M0.1%+19,831.3%0.007%
8/13/2025 Invesco Ltd.304,207$11.82M0.0%+33.2%0.052%
8/13/2025 1832 Asset Management L.P.51,000$1.98M0.0%N/A0.009%
8/13/2025 IAG Wealth Partners LLC820$32K0.0%N/A0.000%
8/13/2025 Grove Street Fiduciary LLC8,445$328K0.2%N/A0.001%
8/13/2025 M&T Bank Corp24,852$966K0.0%+19.7%0.004%
8/13/2025 Willis Johnson & Associates Inc.7,200$280K0.0%N/A0.001%
8/13/2025 Legacy Capital Wealth Partners LLC53,174$2.07M0.4%+8.3%0.009%
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8/13/2025 Russell Investments Group Ltd.20,698$804K0.0%N/A0.004%
8/12/2025 J.W. Cole Advisors Inc.10,649$414K0.0%N/A0.002%
8/12/2025 SlateStone Wealth LLC6,395$248K0.0%N/A0.001%
8/12/2025 Advisors Asset Management Inc.50,937$1.98M0.0%+44.5%0.009%
8/12/2025 Steward Partners Investment Advisory LLC32,806$1.28M0.0%+5.5%0.006%
8/12/2025 Global Retirement Partners LLC7,194$279K0.0%N/A0.001%
8/12/2025 Franklin Resources Inc.8,336$324K0.0%N/A0.001%
8/12/2025 Legal & General Group Plc393,727$15.30M0.0%-18.7%0.067%
8/12/2025 Swiss National Bank92,600$3.60M0.0%+12.4%0.016%
8/12/2025 Handelsbanken Fonder AB37,743$1.47M0.0%+217.2%0.006%
8/12/2025 Main Management ETF Advisors LLC29,320$1.14M0.0%+1.7%0.005%
8/12/2025 Ensign Peak Advisors Inc223,141$8.67M0.0%+12.7%0.038%
8/11/2025 Rothschild Investment LLC700$27K0.0%-41.7%0.000%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH8,489$330K0.0%N/A0.001%
8/8/2025 Cetera Investment Advisers28,011$1.09M0.0%-54.6%0.005%
8/8/2025 SG Americas Securities LLC14,625$568K0.0%-57.0%0.002%
8/8/2025 Geode Capital Management LLC551,216$21.42M0.0%+0.9%0.093%
8/8/2025 PNC Financial Services Group Inc.6,354$247K0.0%+7.1%0.001%
8/8/2025 KBC Group NV1,699$66K0.0%N/A0.000%
8/8/2025 Mitsubishi UFJ Trust & Banking Corp305,611$11.87M0.0%-10.3%0.052%
8/8/2025 SBI Securities Co. Ltd.6,259$243K0.0%+43.1%0.001%
8/7/2025 Hodges Capital Management Inc.7,050$274K0.0%-50.9%0.001%
8/7/2025 Mitsubishi UFJ Asset Management Co. Ltd.22,369$869K0.0%+30.0%0.004%
8/7/2025 Freemont Management S.A.95,600$3.71M0.6%+30.6%0.016%
8/6/2025 Prospera Financial Services Inc22,168$861K0.0%N/A0.004%
8/6/2025 Penserra Capital Management LLC44,419$1.73M0.0%N/A0.008%
8/6/2025 Black Swift Group LLC53,300$2.07M0.4%N/A0.009%
8/6/2025 Moors & Cabot Inc.5,730$223K0.0%N/A0.001%
8/5/2025 Hunter Associates Investment Management LLC9,225$361K0.1%N/A0.002%
8/4/2025 Spire Wealth Management19,404$754K0.0%+42.7%0.003%
8/4/2025 Robocap Asset Management Ltd95,412$3.71M2.3%-32.0%0.016%
8/1/2025 IQ EQ FUND MANAGEMENT IRELAND Ltd36,527$1.42M0.1%+57.7%0.006%
8/1/2025 Teacher Retirement System of Texas7,315$284K0.0%N/A0.001%
8/1/2025 Y Intercept Hong Kong Ltd141,664$5.50M0.1%N/A0.024%
7/31/2025 DDD Partners LLC115,079$4.47M0.5%+139.4%0.020%
7/31/2025 AlphaQuest LLC2,232$87K0.0%-20.3%0.000%
7/31/2025 180 Wealth Advisors LLC58,521$2.27M0.3%+9.1%0.010%
7/30/2025 ARK Investment Management LLC445,498$17.31M0.1%+13.3%0.076%
7/30/2025 Onyx Bridge Wealth Group LLC8,765$341K0.0%N/A0.001%
7/30/2025 Gables Capital Management Inc.1,000$39K0.0%N/A0.000%
7/30/2025 Phoenix Financial Ltd.6,300$245K0.0%N/A0.001%
7/29/2025 JTC Employer Solutions Trustee Ltd2,694$105K0.0%N/A0.000%
7/29/2025 Private Trust Co. NA2,200$85K0.0%+10.0%0.000%
7/25/2025 Atria Wealth Solutions Inc.37,133$1.44M0.0%+4.9%0.006%
7/25/2025 CWM LLC11,363$441K0.0%+336.7%0.002%
7/25/2025 Vanguard Personalized Indexing Management LLC5,287$205K0.0%N/A0.001%
7/25/2025 Concurrent Investment Advisors LLC7,325$285K0.0%N/A0.001%
7/24/2025 Ulland Investment Advisors LLC2,225$86K0.1%+45.9%0.000%
7/24/2025 Blair William & Co. IL131,319$5.10M0.0%-3.3%0.022%
7/23/2025 Vontobel Holding Ltd.5,800$225K0.0%N/A0.001%
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7/23/2025 KLP Kapitalforvaltning AS10,000$388K0.0%+22.0%0.002%
7/23/2025 Tyche Wealth Partners LLC10,365$403K0.1%N/A0.002%
7/21/2025 Mirae Asset Global Investments Co. Ltd.18,519$719K0.0%+7.4%0.003%
7/21/2025 J. Safra Sarasin Holding AG6,000$233K0.0%N/A0.001%
7/18/2025 PFG Investments LLC6,565$255K0.0%N/A0.001%
7/17/2025 Taylor Frigon Capital Management LLC76,665$2.98M1.6%-6.5%0.013%
7/16/2025 Register Financial Advisors LLC100,717$3.91M1.7%-15.9%0.017%
7/16/2025 Perigon Wealth Management LLC25,437$988K0.0%N/A0.004%
7/15/2025 Riverbridge Partners LLC9,219$358K0.0%N/A0.002%
7/14/2025 AdvisorNet Financial Inc828$32K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

SYM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SYM shares?

During the previous two years, 264 institutional investors and hedge funds held shares of Symbotic. The most heavily invested institutionals were Walmart Inc. ($355.65M), Baillie Gifford & Co. ($277.01M), Vanguard Group Inc. ($92.43M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($51.21M), Raymond James Financial Inc. ($37.69M), FMR LLC ($25.98M), and Thematics Asset Management ($23.76M).Learn more on Symbotic's institutional investors.

Which institutional investors have been buying Symbotic's stock?

Of the 241 institutional investors that purchased Symbotic's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Walmart Inc. ($15M), Baillie Gifford & Co. ($14.07M), JPMorgan Chase & Co. ($3.11M), Raymond James Financial Inc. ($1.86M), Vanguard Group Inc. ($1.84M), Canada Pension Plan Investment Board ($755.50K), and 1832 Asset Management L.P. ($741.90K).

How much institutional buying is happening at Symbotic?

Institutional investors have bought a total of 31,676,444 shares in the last 24 months. This purchase volume represents approximately $776.18M in transactions.

Which of Symbotic's major shareholders have been selling company stock?

Of the 69 institutional investors that sold Symbotic's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Frontier Capital Management Co. LLC ($703.39K), Zevenbergen Capital Investments LLC ($646.35K), Invesco Ltd. ($499.51K), BNP Paribas Financial Markets ($491.80K), Exchange Traded Concepts LLC ($473.12K), Thematics Asset Management ($436.68K), and Vanguard Group Inc. ($396.90K).

How much institutional selling is happening at Symbotic?

Institutional investors have sold a total of 6,480,632 shares in the last 24 months. This volume of shares sold represents approximately $178.19M in transactions.


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This page (NASDAQ:SYM) was last updated on 8/25/2025 by MarketBeat.com Staff
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