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Symbotic (SYM) Institutional Ownership

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$42.06 -1.25 (-2.89%)
Closing price 04:00 PM Eastern
Extended Trading
$42.10 +0.04 (+0.10%)
As of 07:57 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Symbotic (NASDAQ:SYM)

Number of
Institutional Buyers
(last 12 months)
229
Total
Institutional Inflows
(last 12 months)
$860.11M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$461.04M
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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
10/8/2026Green Alpha Advisors LLC18,087$761K0.5%+7.1%0.003%
10/8/2026Farther Finance Advisors LLC6,506$274K0.0%-8.2%0.001%
10/8/2026CoreCap Advisors LLC2,211$93K0.0%-49.7%0.000%
10/8/2026Zevenbergen Capital Investments LLC44,160$1.86M0.0%-1.4%0.007%
10/8/2026Toth Financial Advisory Corp632$27K0.0%+88.7%0.000%
9/23/2026QRG Capital Management Inc.5,100$229K0.0%+7.2%0.001%
9/9/2026BlueCrest Capital Management Ltd10,000$450K0.0%N/A0.002%
9/9/2026Engineers Gate Manager LP56,930$2.56M0.0%+469.6%0.009%
9/9/2026Integrated Wealth Concepts LLC4,188$188K0.0%N/A0.001%
9/9/2026NewEdge Advisors LLC11,452$515K0.0%+18.6%0.002%
9/9/2026IFP Advisors Inc7,203$324K0.0%+17.9%0.001%
9/9/2026Baird Financial Group Inc.23,929$1.08M0.0%+2.1%0.004%
9/8/2026Allworth Financial LP1,512$68K0.0%-45.7%0.000%
9/8/2026Arizona State Retirement System18,217$819K0.0%+32.4%0.003%
9/8/2026Waverly Advisors LLC4,498$202K0.0%-5.4%0.001%
9/8/2026Nykredit A S1,984$89K0.0%N/A0.000%
8/22/2026AlphaGrep UK Ltd7,911$356K0.1%N/A0.001%
8/22/2026Lakeshore Financial Planning Inc.7,803$351K0.1%N/A0.001%
8/22/2026Concurrent Investment Advisors LLC5,811$261K0.0%+5.2%0.001%
8/21/2026Nykredit A S1,984$89K0.0%N/A0.000%
8/21/2026Midwest Professional Planners LTD.5,308$239K0.0%+8.7%0.001%
8/11/2026Abacus FCF Advisors LLC69,160$3.11M0.6%N/A0.011%
7/10/2026Handelsbanken Fonder AB114,152$5.13M0.0%-49.2%0.019%
7/10/2026Wealthcare Advisory Partners LLC6,792$305K0.0%+41.9%0.001%
7/9/2026Polianta Ltd35,000$1.57M0.2%+16.7%0.006%
7/7/2026180 Wealth Advisors LLC61,717$2.77M0.3%+3.6%0.010%
7/7/2026Central Pacific Bank Trust Division5,074$228K0.0%-50.9%0.001%
7/7/2026CoreCap Advisors LLC4,398$198K0.0%-9.4%0.001%
5/19/2026Western Wealth Management LLC2,130$113K0.0%N/A0.000%
5/19/2026Bank of America Corp DE1,040,617$55.36M0.0%-14.4%0.173%
5/19/2026Tanaka Capital Management Inc.43,094$2.29M2.7%-0.6%0.007%
5/19/2026Centaurus Financial Inc.2,814$150K0.0%+62.1%0.000%
5/18/2026Amundi108,553$5.78M0.0%+68.5%0.018%
5/18/2026EverSource Wealth Advisors LLC20,168$1.07M0.0%-2.9%0.003%
5/18/2026California State Teachers Retirement System55,871$2.97M0.0%+25.2%0.009%
5/18/2026Royal Bank of Canada100,018$5.32M0.0%+41.1%0.017%
5/18/2026Empowered Funds LLC33,394$1.78M0.0%+19.4%0.006%
5/16/2026The Manufacturers Life Insurance Company10,662$567K0.0%-6.3%0.002%
5/15/2026Waverly Advisors LLC4,754$253K0.0%-5.0%0.001%
5/15/2026Entropy Technologies LP16,624$884K0.0%N/A0.003%
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5/14/2026Renaissance Technologies LLC714,800$38.03M0.1%-21.1%0.119%
5/14/2026Arrowstreet Capital Limited Partnership26,141$1.39M0.0%-6.7%0.004%
5/14/2026Sei Investments Co.144,420$7.68M0.0%+21.0%0.024%
5/13/2026Cetera Investment Advisers46,247$2.46M0.0%+39.6%0.008%
5/13/2026First Trust Advisors LP308,535$16.41M0.0%-27.2%0.051%
5/8/2026PNC Financial Services Group Inc.6,159$328K0.0%-3.0%0.001%
5/7/2026Dimensional Fund Advisors LP109,015$5.79M0.0%+26.6%0.018%
5/7/2026Ascent Wealth Partners LLC3,942$210K0.0%N/A0.001%
5/6/2026Freemont Management S.A.30,200$1.61M0.2%-9.3%0.005%
5/6/2026Financiere des Professionnels Fonds d investissement inc.14,809$788K0.0%N/A0.002%
5/6/2026Allspring Global Investments Holdings LLC724,976$39.74M0.1%-0.2%0.120%
5/5/2026Wealthfront Advisers LLC71,248$3.79M0.0%+168.1%0.012%
5/5/2026D.A. Davidson & CO.7,322$390K0.0%N/A0.001%
5/5/2026Bank of New York Mellon Corp30,082$1.60M0.0%-65.7%0.005%
5/2/2026International Assets Investment Management LLC5,844$320K0.0%+5.4%0.001%
5/1/2026180 Wealth Advisors LLC59,601$3.17M0.4%+3.3%0.010%
5/1/2026Fifth Third Bancorp5,381$286K0.0%+435.4%0.001%
4/30/2026Griffin Asset Management Inc.4,520$240K0.0%N/A0.001%
4/30/2026Cherry Creek Investment Advisors Inc.28,188$1.50M0.7%-7.9%0.005%
4/30/2026Kestra Advisory Services LLC13,079$696K0.0%+69.2%0.002%
4/30/2026Money Concepts Capital Corp4,489$239K0.0%N/A0.001%
4/30/2026IAG Wealth Partners LLC1,752$93K0.0%+29.4%0.000%
4/30/2026Taylor Frigon Capital Management LLC40,457$2.15M1.2%-0.7%0.007%
4/29/2026West Tower Group LLC7,000$372K1.2%N/A0.001%
4/29/2026United Asset Strategies Inc.11,246$598K0.0%N/A0.002%
4/28/2026QRG Capital Management Inc.4,756$253K0.0%N/A0.001%
4/27/2026Private Advisor Group LLC19,257$1.02M0.0%+12.0%0.003%
4/27/2026Leonteq Securities AG5,507$293K0.0%+16.3%0.001%
4/27/2026Fideuram Intesa Sanpaolo Private Banking S.P.A.1,996$106K0.0%+115.3%0.000%
4/25/2026Peregrine Asset Advisers Inc.44,719$2.38M0.6%N/A0.007%
4/25/2026Patten Group Inc.8,488$452K0.1%N/A0.001%
4/24/2026USS Investment Management Ltd281,981$15.00M0.1%N/A0.047%
4/23/2026Littlejohn Financial Services Inc.11,424$608K0.5%+51.2%0.002%
4/22/2026Janney Montgomery Scott LLC4,339$231K0.0%N/A0.001%
4/21/2026Barton Investment Management36,813$1.96M0.2%+20.1%0.006%
4/20/2026Kestra Private Wealth Services LLC30,278$1.61M0.0%+22.8%0.005%
4/20/2026Arta Finance Wealth Management LLC19,773$1.05M0.5%+4.4%0.003%
4/20/2026Banque Cantonale Vaudoise7,044$375K0.0%N/A0.001%
4/18/2026Bourne Lent Asset Management Inc.87,460$4.65M1.7%-1.2%0.015%
4/18/2026HHM Wealth Advisors LLC1,636$87K0.0%+81,700.0%0.000%
4/17/2026Brookstone Capital Management3,837$204K0.0%N/A0.001%
4/16/2026Polianta Ltd30,000$1.60M0.2%N/A0.005%
3/17/2026Rockefeller Capital Management L.P.10,243$609K0.0%+13.6%0.002%
3/16/2026Osbon Capital Management LLC5,616$334K0.3%N/A0.001%
3/13/2026Fund Advisors of America Inc FL23,152$1.38M1.3%N/A0.004%
2/20/2026Sunbelt Securities Inc.9,203$548K0.0%-2.1%0.002%
2/19/2026Invesco Ltd.108,717$6.47M0.0%-18.7%0.018%
2/18/2026Mercer Global Advisors Inc. ADV8,435$502K0.0%+32.2%0.001%
2/18/2026SVF Sponsor III DE LLC5,590,000$332.61M100.0%-38.5%0.928%
2/18/2026Vident Advisory LLC12,282$731K0.0%-9.1%0.002%
Here’s Why Trump Won’t End The Iran War (Ad)

Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. One day it's a ceasefire, the next it's bombs again. The back and forth may be masking a bigger story most investors are missing. See the real reason this conflict may never fully end.tc pixel

Uncover the real reason Trump may never end this war
2/18/2026Regal Partners Ltd4,000$238K0.0%-46.9%0.001%
2/18/2026NewEdge Advisors LLC9,711$578K0.0%+278.4%0.002%
2/18/2026Empowered Funds LLC27,957$1.66M0.0%-11.9%0.005%
2/18/2026Twinbeech Capital LP25,464$1.52M0.1%N/A0.004%
2/18/2026Polymer Capital Management US LLC4,684$279K0.0%N/A0.001%
2/18/2026Readystate Asset Management LP7,905$470K0.0%N/A0.001%
2/18/2026Oxford Asset Management LLP22,777$1.36M0.6%N/A0.004%
2/18/2026Man Group plc87,872$5.23M0.0%N/A0.015%
2/18/2026Hunting Hill Global Capital LLC7,876$469K0.3%N/A0.001%
2/18/2026Boothbay Fund Management LLC9,006$536K0.0%-27.0%0.001%


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 339 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), Vanguard Group Inc. ($3.79M), Baillie Gifford & Co. ($3.41M), Raymond James Financial Inc. ($1.86M), Morgan Stanley ($1.17M), and Ghisallo Capital Management LLC ($1.06M).

Institutional investors have bought a total of 14,831,428 shares in the last 24 months. This purchase volume represents approximately $860.06M in transactions.

Of the 104 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), Thematics Asset Management ($356.03K), Royal Bank of Canada ($353.86K), Invesco Ltd. ($195.49K), Renaissance Technologies LLC ($190.90K), and Exchange Traded Concepts LLC ($177.76K).

Institutional investors have sold a total of 8,058,995 shares in the last 24 months. This volume of shares sold represents approximately $460.89M in transactions.


Related Companies

Institutional ownership data for NASDAQ:SYM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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