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Symbotic (SYM) Institutional Ownership

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$26.74 -1.50 (-5.31%)
Closing price 04:00 PM Eastern
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$26.68 -0.06 (-0.24%)
As of 05:07 PM Eastern
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Institutional Ownership Changes (13F Filings) for Symbotic (NASDAQ:SYM)

Number of
Institutional Buyers
(last 12 months)
148
Total
Institutional Inflows
(last 12 months)
$802.60M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$100.47M
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SYM Institutional Buying and Selling by Quarter

Symbotic Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC84,899$1.72M0.0%+15.0%0.014%
5/16/2025 S Squared Technology LLC480,000$9.70M5.0%+6.7%0.082%
5/16/2025 First Dallas Securities Inc.15,150$306K0.1%-13.4%0.003%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,343,902$27.16M0.1%+16.2%0.228%
5/16/2025 Advisors Asset Management Inc.35,261$713K0.0%+36.7%0.006%
5/16/2025 Amundi72,192$1.46M0.0%+53.0%0.012%
5/15/2025 PDT Partners LLC120,937$2.44M0.2%+154.4%0.021%
5/15/2025 Royal Bank of Canada84,856$1.71M0.0%+28.8%0.014%
5/15/2025 Retirement Planning Co of New England Inc.32,059$648K0.2%+17.3%0.005%
5/15/2025 Baird Financial Group Inc.79,644$1.61M0.0%+36.5%0.014%
5/15/2025 Canada Pension Plan Investment Board245,800$4.97M0.0%N/A0.042%
5/14/2025 Comerica Bank23,803$481K0.0%+139.5%0.004%
5/14/2025 Thematics Asset Management740,544$14.97M0.8%-1.9%0.126%
5/14/2025 AlphaQuest LLC2,800$57K0.0%+318.5%0.000%
5/13/2025 Raymond James Financial Inc.980,922$19.82M0.0%+12.1%0.167%
5/13/2025 HighTower Advisors LLC33,955$686K0.0%+28.8%0.006%
5/12/2025 Zevenbergen Capital Investments LLC562,868$11.38M0.3%-23.3%0.096%
5/12/2025 Invesco Ltd.228,379$4.62M0.0%-68.6%0.039%
5/12/2025 Swiss National Bank82,400$1.67M0.0%+0.9%0.014%
5/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.17,208$348K0.0%+4.6%0.003%
5/9/2025 Headlands Technologies LLC2,171$44K0.0%-95.9%0.000%
5/9/2025 Charles Schwab Investment Management Inc.231,453$4.68M0.0%+0.2%0.039%
5/9/2025 Vanguard 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%
5/9/2025 PNC 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%
5/8/2025 XTX Topco Ltd16,010$324K0.0%N/A0.003%
5/8/2025 Banque Cantonale Vaudoise12,109$245K0.0%N/A0.002%
5/7/2025 TCW Group Inc.593,442$11.99M0.1%+1.8%0.101%
5/7/2025 LPL 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%
5/7/2025 Baillie Gifford & Co.13,706,465$277.01M0.2%-1.4%2.329%
5/7/2025 Freemont Management S.A.73,200$1.48M0.5%N/A0.012%
5/6/2025 Cetera Investment Advisers61,674$1.25M0.0%+150.5%0.010%
5/6/2025 Pinnacle Associates Ltd.17,265$349K0.0%N/A0.003%
5/2/2025 DDD Partners LLC48,073$972K0.1%+65.9%0.008%
5/2/2025 Victory Capital Management Inc.94,077$1.90M0.0%N/A0.016%
5/2/2025 SBI Securities Co. Ltd.4,374$88K0.0%-32.6%0.001%
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5/1/2025 CWM LLC2,602$53K0.0%+408.2%0.000%
4/30/2025 M&T Bank Corp20,768$420K0.0%+14.8%0.004%
4/30/2025 Robocap 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%
4/29/2025 Bank 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%
4/23/2025 Western Wealth Management LLC11,450$231K0.0%-7.3%0.002%
4/23/2025 Spire 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%
4/18/2025 Rakuten 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%
4/15/2025 SG Americas Securities LLC33,986$687K0.0%+44.1%0.006%
4/14/2025 Bourne Lent Asset Management Inc.88,360$1.79M0.8%+1.3%0.015%
4/11/2025 Littlejohn Financial Services Inc.44,982$909K0.7%+36.0%0.008%
4/11/2025 Arkfeld Wealth Strategies L.L.C.27,593$590K0.2%N/A0.005%
4/9/2025 180 Wealth Advisors LLC53,620$1.08M0.2%+38.8%0.009%
4/7/2025 GAMMA Investing LLC1,415$29K0.0%+1,812.2%0.000%
4/4/2025 Capital Market Strategies LLC48,162$973K0.6%+42.5%0.008%
3/17/2025 Wealth Enhancement Advisory Services LLC11,928$283K0.0%-6.5%0.002%
2/18/2025 Sunbelt Securities Inc.12,830$313K0.0%-3.8%0.002%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC73,801$1.75M0.0%+26.4%0.013%
2/17/2025 Twinbeech Capital LP20,256$480K0.0%N/A0.003%
2/17/2025 Two Sigma Investments LP321,622$7.63M0.0%+26.2%0.055%
2/17/2025 Tanaka Capital Management Inc.72,688$1.72M3.9%+68.7%0.012%
2/17/2025 Main Management ETF Advisors LLC41,296$979K0.0%-8.2%0.007%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,156,364$27.47M0.1%-4.0%0.197%
2/17/2025 Janus Henderson Group PLC179,516$4.26M0.0%+931.7%0.031%
2/17/2025 Ensign Peak Advisors Inc57,507$1.36M0.0%-72.3%0.010%
2/17/2025 Frontier Capital Management Co. LLC620,966$14.72M0.1%-47.7%0.106%
2/17/2025 Divisadero Street Capital Management LP187,317$4.44M0.5%N/A0.032%
2/17/2025 CoreCap Advisors LLC5,529$131K0.0%+364.6%0.001%
2/17/2025 Cetera Investment Advisers24,621$584K0.0%+5.7%0.004%
2/17/2025 Bosun Asset Management LLC9,561$227K0.1%-53.5%0.002%
2/17/2025 Bridgefront Capital LLC10,032$238K0.1%N/A0.002%
2/17/2025 Captrust Financial Advisors8,776$208K0.0%-19.6%0.001%
2/17/2025 Balyasny Asset Management L.P.36,048$855K0.0%-90.2%0.006%
2/17/2025 Baird Financial Group Inc.58,340$1.38M0.0%-18.2%0.010%
2/17/2025 Bayesian Capital Management LP9,200$218K0.0%N/A0.002%
2/17/2025 Ameriprise Financial Inc.41,930$994K0.0%-58.0%0.007%
2/17/2025 AXA S.A.367,486$8.71M0.0%-2.3%0.063%
2/14/2025 Walmart Inc.15,000,000$355.65M97.2%N/A2.554%
2/14/2025 Comerica Bank9,938$236K0.0%-71.9%0.002%
2/14/2025 PDT Partners LLC47,540$1.13M0.1%N/A0.008%
2/14/2025 Northern Trust Corp110,148$2.61M0.0%+23.7%0.019%
2/14/2025 Susquehanna Fundamental Investments LLC44,432$1.05M0.0%N/A0.008%
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2/14/2025 Hood River Capital Management LLC240,571$5.70M0.1%N/A0.041%
2/14/2025 Hsbc Holdings PLC25,074$601K0.0%N/A0.004%
2/14/2025 Stifel Financial Corp8,947$212K0.0%-12.2%0.002%
2/14/2025 Tower Research Capital LLC TRC3,566$85K0.0%+40.0%0.001%
2/14/2025 Thematics Asset Management754,862$17.90M0.8%-28.0%0.129%
2/14/2025 Natixis34,906$828K0.0%N/A0.006%
2/14/2025Ostrum Asset Management3,349$79K0.0%-26.8%0.001%
2/14/2025 Dimensional Fund Advisors LP49,781$1.18M0.0%-18.6%0.008%
2/14/2025 First Trust Advisors LP357,262$8.47M0.0%-41.6%0.061%
2/13/2025 Greenwood Gearhart Inc.14,217$337K0.0%N/A0.002%
(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, 232 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 Raymond James Financial Inc. ($19.82M).Learn more on SYM's institutional investors.

Which institutional investors have been buying Symbotic stock?

Of the 207 institutional investors that purchased Symbotic 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 47,400,186 shares in the last 24 months. This purchase volume represents approximately $1.46B in transactions.

Which Symbotic major shareholders have been selling company stock?

Of the 82 institutional investors that sold Symbotic stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Frontier Capital Management Co. LLC ($1.44M), Exchange Traded Concepts LLC ($650.50K), Invesco Ltd. ($499.51K), Vanguard Group Inc. ($457.58K), Baillie Gifford & Co. ($364.53K), Balyasny Asset Management L.P. ($332.14K), and Thematics Asset Management ($307.63K).

How much institutional selling is happening at Symbotic?

Institutional investors have sold a total of 6,493,964 shares in the last 24 months. This volume of shares sold represents approximately $192.53M in transactions.



This page (NASDAQ:SYM) was last updated on 5/21/2025 by MarketBeat.com Staff
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