Symbotic (SYM) Institutional Ownership

$47.32 -2.83 (-5.64%)

Closing price 05/15/2026 04:00 PM Eastern

Extended Trading

$47.32 +0.01 (+0.01%)

As of 05/15/2026 07:59 PM Eastern

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Number of Institutional Buyers (last 12 months): 262
Total Institutional Inflows (last 12 months): $921.75M

Number of Institutional Sellers (last 12 months): 108
Total Institutional Outflows (last 12 months): $527.28M

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SYM Institutional Buying and Selling by Quarter

Symbotic Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/16/2026	The Manufacturers Life Insurance Company	10,662	$567K	0.0%	-6.3%	0.002%
5/15/2026	Waverly Advisors LLC	4,754	$253K	0.0%	-5.0%	0.001%
5/15/2026	Entropy Technologies LP	16,624	$884K	0.0%	N/A	0.003%
5/14/2026	Renaissance Technologies LLC	714,800	$38.03M	0.1%	-21.1%	0.119%
5/14/2026	Arrowstreet Capital Limited Partnership	26,141	$1.39M	0.0%	-6.7%	0.004%
5/14/2026	Sei Investments Co.	144,420	$7.68M	0.0%	+21.0%	0.024%
5/13/2026	Cetera Investment Advisers	46,247	$2.46M	0.0%	+39.6%	0.008%
5/13/2026	First Trust Advisors LP	308,535	$16.41M	0.0%	-27.2%	0.051%
5/8/2026	PNC Financial Services Group Inc.	6,159	$328K	0.0%	-3.0%	0.001%
5/7/2026	Dimensional Fund Advisors LP	109,015	$5.79M	0.0%	+26.6%	0.018%
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5/7/2026	Ascent Wealth Partners LLC	3,942	$210K	0.0%	N/A	0.001%
5/6/2026	Freemont Management S.A.	30,200	$1.61M	0.2%	-9.3%	0.005%
5/6/2026	Financiere des Professionnels Fonds d investissement inc.	14,809	$788K	0.0%	N/A	0.002%
5/6/2026	Allspring Global Investments Holdings LLC	724,976	$39.74M	0.1%	-0.2%	0.120%
5/5/2026	Wealthfront Advisers LLC	71,248	$3.79M	0.0%	+168.1%	0.012%
5/5/2026	D.A. Davidson & CO.	7,322	$390K	0.0%	N/A	0.001%
5/5/2026	Bank of New York Mellon Corp	30,082	$1.60M	0.0%	-65.7%	0.005%
5/2/2026	International Assets Investment Management LLC	5,844	$320K	0.0%	+5.4%	0.001%
5/1/2026	180 Wealth Advisors LLC	59,601	$3.17M	0.4%	+3.3%	0.010%
5/1/2026	Fifth Third Bancorp	5,381	$286K	0.0%	+435.4%	0.001%
4/30/2026	Griffin Asset Management Inc.	4,520	$240K	0.0%	N/A	0.001%
4/30/2026	Cherry Creek Investment Advisors Inc.	28,188	$1.50M	0.7%	-7.9%	0.005%
4/30/2026	Kestra Advisory Services LLC	13,079	$696K	0.0%	+69.2%	0.002%
4/30/2026	Money Concepts Capital Corp	4,489	$239K	0.0%	N/A	0.001%
4/30/2026	IAG Wealth Partners LLC	1,752	$93K	0.0%	+29.4%	0.000%
4/30/2026	Taylor Frigon Capital Management LLC	40,457	$2.15M	1.2%	-0.7%	0.007%
4/29/2026	West Tower Group LLC	7,000	$372K	1.2%	N/A	0.001%
4/29/2026	United Asset Strategies Inc.	11,246	$598K	0.0%	N/A	0.002%
4/28/2026	QRG Capital Management Inc.	4,756	$253K	0.0%	N/A	0.001%
4/27/2026	Private Advisor Group LLC	19,257	$1.02M	0.0%	+12.0%	0.003%
4/27/2026	Leonteq Securities AG	5,507	$293K	0.0%	+16.3%	0.001%
4/27/2026	Fideuram Intesa Sanpaolo Private Banking S.P.A.	1,996	$106K	0.0%	+115.3%	0.000%
4/25/2026	Peregrine Asset Advisers Inc.	44,719	$2.38M	0.6%	N/A	0.007%
4/25/2026	Patten Group Inc.	8,488	$452K	0.1%	N/A	0.001%
4/24/2026	USS Investment Management Ltd	281,981	$15.00M	0.1%	N/A	0.047%
4/23/2026	Littlejohn Financial Services Inc.	11,424	$608K	0.5%	+51.2%	0.002%
4/22/2026	Janney Montgomery Scott LLC	4,339	$231K	0.0%	N/A	0.001%
4/21/2026	Barton Investment Management	36,813	$1.96M	0.2%	+20.1%	0.006%
4/20/2026	Kestra Private Wealth Services LLC	30,278	$1.61M	0.0%	+22.8%	0.005%
4/20/2026	Arta Finance Wealth Management LLC	19,773	$1.05M	0.5%	+4.4%	0.003%
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4/20/2026	Banque Cantonale Vaudoise	7,044	$375K	0.0%	N/A	0.001%
4/18/2026	Bourne Lent Asset Management Inc.	87,460	$4.65M	1.7%	-1.2%	0.015%
4/18/2026	HHM Wealth Advisors LLC	1,636	$87K	0.0%	+81,700.0%	0.000%
4/17/2026	Brookstone Capital Management	3,837	$204K	0.0%	N/A	0.001%
4/16/2026	Polianta Ltd	30,000	$1.60M	0.2%	N/A	0.005%
3/17/2026	Rockefeller Capital Management L.P.	10,243	$609K	0.0%	+13.6%	0.002%
3/16/2026	Osbon Capital Management LLC	5,616	$334K	0.3%	N/A	0.001%
3/13/2026	Fund Advisors of America Inc FL	23,152	$1.38M	1.3%	N/A	0.004%
2/20/2026	Sunbelt Securities Inc.	9,203	$548K	0.0%	-2.1%	0.002%
2/19/2026	Invesco Ltd.	108,717	$6.47M	0.0%	-18.7%	0.018%
2/18/2026	Mercer Global Advisors Inc. ADV	8,435	$502K	0.0%	+32.2%	0.001%
2/18/2026	SVF Sponsor III DE LLC	5,590,000	$332.61M	100.0%	-38.5%	0.928%
2/18/2026	Vident Advisory LLC	12,282	$731K	0.0%	-9.1%	0.002%
2/18/2026	Regal Partners Ltd	4,000	$238K	0.0%	-46.9%	0.001%
2/18/2026	NewEdge Advisors LLC	9,711	$578K	0.0%	+278.4%	0.002%
2/18/2026	Empowered Funds LLC	27,957	$1.66M	0.0%	-11.9%	0.005%
2/18/2026	Twinbeech Capital LP	25,464	$1.52M	0.1%	N/A	0.004%
2/18/2026	Polymer Capital Management US LLC	4,684	$279K	0.0%	N/A	0.001%
2/18/2026	Readystate Asset Management LP	7,905	$470K	0.0%	N/A	0.001%
2/18/2026	Oxford Asset Management LLP	22,777	$1.36M	0.6%	N/A	0.004%
2/18/2026	Man Group plc	87,872	$5.23M	0.0%	N/A	0.015%
2/18/2026	Hunting Hill Global Capital LLC	7,876	$469K	0.3%	N/A	0.001%
2/18/2026	Boothbay Fund Management LLC	9,006	$536K	0.0%	-27.0%	0.001%
2/17/2026	Burkehill Global Management LP	475,000	$28.26M	1.9%	N/A	0.079%
2/17/2026	PDT Partners LLC	12,616	$751K	0.0%	-62.8%	0.002%
2/17/2026	AQR Capital Management LLC	41,769	$2.49M	0.0%	+15.6%	0.007%
2/17/2026	Cetera Investment Advisers	33,136	$1.97M	0.0%	-10.6%	0.006%
2/17/2026	TCW Group Inc.	562,560	$33.47M	0.2%	+11.2%	0.095%
2/17/2026	Kovack Advisors Inc.	5,015	$298K	0.0%	-44.1%	0.001%
2/17/2026	Trexquant Investment LP	395,407	$23.53M	0.2%	N/A	0.067%
2/17/2026	Amundi	64,421	$3.83M	0.0%	+256.4%	0.011%
2/17/2026	Jump Financial LLC	13,635	$811K	0.0%	N/A	0.002%
2/17/2026	Price T Rowe Associates Inc. MD	171,593	$10.21M	0.0%	-21.2%	0.029%
2/17/2026	Tannin Capital LLC	4,235	$252K	0.2%	N/A	0.001%
2/17/2026	Osaic Holdings Inc.	44,778	$2.66M	0.0%	-50.7%	0.008%
2/17/2026	Advisory Services Network LLC	8,048	$479K	0.0%	+152.1%	0.001%
2/17/2026	Ghisallo Capital Management LLC	1,059,400	$63.03M	2.8%	N/A	0.179%
2/17/2026	California State Teachers Retirement System	44,611	$2.65M	0.0%	-13.6%	0.008%
2/17/2026	Russell Investments Group Ltd.	22,465	$1.34M	0.0%	+13.8%	0.004%
2/17/2026	State of Wisconsin Investment Board	12,294	$731K	0.0%	-22.6%	0.002%
2/17/2026	Captrust Financial Advisors	10,582	$630K	0.0%	+6.5%	0.002%
2/17/2026	&PARTNERS	9,407	$560K	0.0%	N/A	0.002%
2/17/2026	ExodusPoint Capital Management LP	5,921	$352K	0.0%	N/A	0.001%
2/17/2026	Royal Bank of Canada	70,866	$4.22M	0.0%	-83.3%	0.012%
2/17/2026	Mangrove Partners IM LLC	4,103	$244K	0.0%	N/A	0.001%
2/17/2026	Blair William & Co. IL	123,937	$7.37M	0.0%	-2.9%	0.021%
2/17/2026	Magnetar Financial LLC	11,466	$682K	0.0%	N/A	0.002%
2/17/2026	Aster Capital Management DIFC Ltd	1,690	$101K	0.0%	N/A	0.000%
2/16/2026	S Squared Technology LLC	264,126	$15.72M	6.1%	-24.5%	0.044%
2/16/2026	Mariner LLC	28,254	$1.68M	0.0%	+256.6%	0.005%
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2/16/2026	Fieldview Capital Management LLC	23,198	$1.38M	0.2%	N/A	0.004%
2/16/2026	Healthcare of Ontario Pension Plan Trust Fund	105,269	$6.26M	0.0%	N/A	0.017%
2/13/2026	Kestra Advisory Services LLC	7,731	$460K	0.0%	-10.2%	0.001%
2/13/2026	Parkside Financial Bank & Trust	536	$32K	0.0%	+100.0%	0.000%
2/13/2026	Marshall Wace LLP	571,381	$34.00M	0.0%	N/A	0.097%
2/13/2026	The Manufacturers Life Insurance Company	11,375	$677K	0.0%	+2.1%	0.002%
2/13/2026	Bridgewater Associates LP	82,555	$4.91M	0.0%	+6.4%	0.014%
2/13/2026	Stifel Financial Corp	65,156	$3.88M	0.0%	-9.7%	0.011%
2/13/2026	Quarry LP	600	$36K	0.0%	N/A	0.000%
2/13/2026	Morgan Stanley	2,530,874	$150.59M	0.0%	+85.4%	0.428%

SYM Institutional Ownership - Frequently Asked Questions

During the previous two years, 375 institutional investors and hedge funds held shares of Symbotic. The most heavily invested institutionals were Baillie Gifford & Co. ($740.24M), Vanguard Group Inc. ($412.46M), Walmart Inc. ($355.65M), SVF Sponsor III DE LLC ($332.61M), Morgan Stanley ($150.59M), JPMorgan Chase & Co. ($129.38M), and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($69.78M).Learn more on Symbotic's institutional investors.

Of the 342 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), JPMorgan Chase & Co. ($5.29M), Baillie Gifford & Co. ($4.59M), Vanguard Group Inc. ($3.79M), Raymond James Financial Inc. ($1.86M), Morgan Stanley ($1.17M), and Ghisallo Capital Management LLC ($1.06M).

Institutional investors have bought a total of 16,474,578 shares in the last 24 months. This purchase volume represents approximately $921.75M in transactions.

Of the 108 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: SVF Sponsor III DE LLC ($3.50M), Baillie Gifford & Co. ($999.11K), BNP Paribas Financial Markets ($508.96K), Thematics Asset Management ($485.08K), Zevenbergen Capital Investments LLC ($474.12K), Royal Bank of Canada ($353.86K), and Exchange Traded Concepts LLC ($353.56K).

Institutional investors have sold a total of 9,973,987 shares in the last 24 months. This volume of shares sold represents approximately $527.28M in transactions.

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This page (NASDAQ:SYM) was last updated on 5/17/2026 by MarketBeat.com Staff.

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Symbotic (SYM) Institutional Ownership

SYM Institutional Buying and Selling by Quarter

Symbotic Major Shareholders & Ownership History

SYM Institutional Ownership - Frequently Asked Questions

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Symbotic (SYM) Institutional Ownership

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

SYM Institutional Buying and Selling by Quarter

Symbotic Major Shareholders & Ownership History

SYM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SYM shares?

Which institutional investors have been buying Symbotic's stock?

How much institutional buying is happening at Symbotic?

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

How much institutional selling is happening at Symbotic?

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