Free Trial
→ New Federal Land Rush About to Start? (From Stansberry Research) (Ad) Free SYM Stock Alerts

Symbotic (SYM) Institutional Ownership

Symbotic logo
$56.57 +5.72 (+11.25%)
Closing price 08/4/2025 04:00 PM Eastern
Extended Trading
$56.79 +0.22 (+0.39%)
As of 06:48 AM 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.
Compare

Institutional Ownership Changes (13F Filings) for Symbotic (NASDAQ:SYM)

Number of
Institutional Buyers
(last 12 months)
156
Total
Institutional Inflows
(last 12 months)
$788.89M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$130.63M
Get SYM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Symbotic stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SYM Institutional Buying and Selling by Quarter

Symbotic Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2025Spire Wealth Management19,404$754K0.0%+42.7%0.003%
8/4/2025Robocap 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%
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%
7/14/2025 Armstrong Advisory Group Inc.7,594$295K0.0%-35.5%0.001%
7/11/2025 Bouvel Investment Partners LLC44,143$1.72M0.6%N/A0.007%
7/11/2025 Farther Finance Advisors LLC1,765$69K0.0%+24.0%0.000%
7/10/2025 Arkfeld Wealth Strategies L.L.C.28,680$1.11M0.4%+3.9%0.005%
7/10/2025 Exchange Traded Concepts LLC504,937$19.62M0.2%-25.8%0.086%
7/10/2025 Vista Investment Partners LLC7,956$309K0.1%-25.9%0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC10,691$415K0.0%-19.5%0.002%
7/8/2025 Amanah Holdings Trust510,000$19.82M4.9%N/A0.086%
7/7/2025 Somerset Trust Co9,255$360K0.1%N/A0.002%
Elon’s Secret Social Security Bombshell (Ad)

To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social Security? What we just discovered in Washington will stun even the most seasoned insiders.

A major government announcement coming as soon as tomorrow.
7/7/2025 Zevenbergen Capital Investments LLC141,746$5.51M0.1%-74.8%0.024%
7/2/2025 Capital Market Strategies LLC38,275$1.49M1.0%-20.5%0.006%
6/2/2025Hodges Capital Management Inc.14,350$290K0.0%-94.8%0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC84,899$1.72M0.0%+15.0%0.014%
5/16/2025S Squared Technology LLC480,000$9.70M5.0%+6.7%0.082%
5/16/2025First Dallas Securities Inc.15,150$306K0.1%-13.4%0.003%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,343,902$27.16M0.1%+16.2%0.228%
5/16/2025Advisors Asset Management Inc.35,261$713K0.0%+36.7%0.006%
5/16/2025Amundi72,192$1.46M0.0%+53.0%0.012%
5/15/2025PDT Partners LLC120,937$2.44M0.2%+154.4%0.021%
5/15/2025Royal Bank of Canada84,856$1.71M0.0%+28.8%0.014%
5/15/2025Retirement Planning Co of New England Inc.32,059$648K0.2%+17.3%0.005%
5/15/2025Baird Financial Group Inc.79,644$1.61M0.0%+36.5%0.014%
5/15/2025Canada Pension Plan Investment Board245,800$4.97M0.0%N/A0.042%
5/14/2025Comerica Bank23,803$481K0.0%+139.5%0.004%
5/14/2025Thematics Asset Management740,544$14.97M0.8%-1.9%0.126%
5/14/2025 AlphaQuest LLC2,800$57K0.0%+318.5%0.000%
5/13/2025Raymond James Financial Inc.980,922$19.82M0.0%+12.1%0.167%
5/13/2025HighTower Advisors LLC33,955$686K0.0%+28.8%0.006%
5/12/2025 Zevenbergen Capital Investments LLC562,868$11.38M0.3%-23.3%0.096%
5/12/2025Invesco Ltd.228,379$4.62M0.0%-68.6%0.039%
5/12/2025Swiss National Bank82,400$1.67M0.0%+0.9%0.014%
5/12/2025Mitsubishi UFJ Asset Management Co. Ltd.17,208$348K0.0%+4.6%0.003%
5/9/2025Headlands Technologies LLC2,171$44K0.0%-95.9%0.000%
5/9/2025Charles Schwab Investment Management Inc.231,453$4.68M0.0%+0.2%0.039%
5/9/2025Vanguard Group Inc.4,573,396$92.43M0.0%-8.0%0.777%
5/9/2025 Atria Wealth Solutions Inc.35,410$716K0.0%N/A0.006%
5/9/2025 IQ EQ FUND MANAGEMENT IRELAND Ltd23,158$468K0.1%N/A0.004%
5/9/2025 Blair William & Co. IL135,798$2.74M0.0%+122.3%0.023%
5/9/2025PNC Financial Services Group Inc.5,932$120K0.0%+54.8%0.001%
5/8/2025 US Bancorp DE5,323$108K0.0%-30.2%0.001%
5/8/2025XTX Topco Ltd16,010$324K0.0%N/A0.003%
5/8/2025Banque Cantonale Vaudoise12,109$245K0.0%N/A0.002%
5/7/2025TCW Group Inc.593,442$11.99M0.1%+1.8%0.101%
5/7/2025LPL Financial LLC68,531$1.39M0.0%+58.8%0.012%
5/7/2025 ARK Investment Management LLC393,293$7.95M0.1%+106.9%0.067%
5/7/2025Baillie Gifford & Co.13,706,465$277.01M0.2%-1.4%2.329%
5/7/2025Freemont Management S.A.73,200$1.48M0.5%N/A0.012%
5/6/2025Cetera Investment Advisers61,674$1.25M0.0%+150.5%0.010%
5/6/2025Pinnacle Associates Ltd.17,265$349K0.0%N/A0.003%
5/2/2025 DDD Partners LLC48,073$972K0.1%+65.9%0.008%
5/2/2025Victory Capital Management Inc.94,077$1.90M0.0%N/A0.016%
5/2/2025SBI Securities Co. Ltd.4,374$88K0.0%-32.6%0.001%
5/1/2025 CWM LLC2,602$53K0.0%+408.2%0.000%
4/30/2025M&T Bank Corp20,768$420K0.0%+14.8%0.004%
4/30/2025Robocap Asset Management Ltd140,222$2.83M2.1%+143.1%0.024%
4/29/2025 Envestnet Asset Management Inc.22,118$447K0.0%+19.3%0.004%
4/29/2025Bank of New York Mellon Corp60,554$1.22M0.0%+35.7%0.010%
4/25/2025 Taylor Frigon Capital Management LLC82,024$1.66M1.0%-1.5%0.014%
4/24/2025 Mirae Asset Global Investments Co. Ltd.17,248$348K0.0%+21.3%0.003%
Trump set to Boost Social Security Checks by 400%? (Ad)

If you're collecting or planning to collect social security... You should see this presentation about President Trump's Executive Order #14196. Legendary investor Louis Navellier believes it could soon not only save Social Security from collapse... But BOOST benefits for millions of retirees by up to 400%. No wonder the financial times called this new initiative...

Click here to see the details because the stakes couldn't be any higher.
4/23/2025Western Wealth Management LLC11,450$231K0.0%-7.3%0.002%
4/23/2025Spire Wealth Management13,596$275K0.0%+8.0%0.002%
4/22/2025 Cambridge Investment Research Advisors Inc.15,658$316K0.0%+21.2%0.003%
4/22/2025 Register Financial Advisors LLC119,767$2.42M1.3%+9.5%0.020%
4/18/2025Rakuten Securities Inc.10,298$208K0.1%+36.5%0.002%
4/17/2025 Vista Investment Partners LLC10,743$217K0.1%-4.9%0.002%
4/17/2025 Exchange Traded Concepts LLC680,734$13.76M0.2%+18.0%0.116%
4/16/2025 Wealth Enhancement Advisory Services LLC13,285$268K0.0%+11.4%0.002%
4/15/2025 Ulland Investment Advisors LLC1,525$31K0.0%N/A0.000%
4/15/2025SG Americas Securities LLC33,986$687K0.0%+44.1%0.006%
(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, 245 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), 1832 Asset Management L.P. ($54.17M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($27.16M), FMR LLC ($25.98M), and Amanah Holdings Trust ($19.82M).Learn more on Symbotic's institutional investors.

Which institutional investors have been buying Symbotic's stock?

Of the 222 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), 1832 Asset Management L.P. ($806.10K), and Canada Pension Plan Investment Board ($755.50K).

How much institutional buying is happening at Symbotic?

Institutional investors have bought a total of 32,130,543 shares in the last 24 months. This purchase volume represents approximately $788.89M in transactions.

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

Of the 62 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: Zevenbergen Capital Investments LLC ($646.35K), Frontier Capital Management Co. LLC ($566.63K), Invesco Ltd. ($499.51K), Exchange Traded Concepts LLC ($473.12K), Vanguard Group Inc. ($396.90K), Baillie Gifford & Co. ($364.53K), and Balyasny Asset Management L.P. ($332.14K).

How much institutional selling is happening at Symbotic?

Institutional investors have sold a total of 5,259,559 shares in the last 24 months. This volume of shares sold represents approximately $130.63M in transactions.


Related Companies

This page (NASDAQ:SYM) was last updated on 8/5/2025 by MarketBeat.com Staff
From Our Partners
Man Who Called Nvidia at $1.10 Says Buy This Now...
In 2004, one man called Nvidia before just about anyone knew it existed. Now, this same guy says a new comp...
The Oxford Club | Sponsored
Crypto Income (almost instantly)
How would you like to collect a small percentage of the $4 billion changing hands daily in the crypto market? ...
Awesomely, LLC | Sponsored
Digital Dollar Alert: Protect Your Wealth Before It’s Too Late
134 countries are developing Central Bank Digital Currencies — and the U.S. is quietly testing one. Experts...
American Alternative | Sponsored
One stock to replace Nvidia
I'm a Futurist: Here are 3 stocks better than Nvidia Nvidia's own customers could soon become fierce compet...
InvestorPlace | Sponsored
[Shocking New Report] U.S. Dollar To Crash?
The "Death Spiral" Threatening Your Savings But this time, it's not just Dalio ringing the alarm bells…
Goldco Precious Metals | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
REVEALED FREE: Our top 3 stocks to own in 2025 and beyond
Every time Weiss Ratings flashed green like this, the average gain on each and every stock has been 303% (incl...
Weiss Ratings | Sponsored
Utah’s New Oil Find
The Real Reason 218,000 Acres Just Vanished The government just quietly leased 218,000 acres in the middle ...
Stansberry Research | Sponsored