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Symbotic (SYM) Institutional Ownership

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$31.63 +2.33 (+7.95%)
(As of 11/6/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
112
Total
Institutional Inflows
(last 12 months)
$795.00M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$44.19M
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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
11/6/2024 Oppenheimer & Co. Inc.13,131$320K0.0%+76.6%0.002%
11/5/2024 Baillie Gifford & Co.14,070,999$343.19M0.3%+32.0%2.403%
11/5/2024 GSA Capital Partners LLP24,681$602K0.0%N/A0.004%
11/1/2024 Atria Investments Inc10,950$267K0.0%+64.1%0.002%
10/30/2024 AlphaCentric Advisors LLC25,000$610K0.5%+25.0%0.004%
10/29/2024 Van ECK Associates Corp3,497$85K0.0%+28.4%0.001%
10/29/2024 Arcadia Investment Management Corp MI2,000$49K0.0%N/A0.000%
10/29/2024 Clear Creek Financial Management LLC11,200$273K0.0%N/A0.002%
10/29/2024 Farther Finance Advisors LLC1,221$30K0.0%-39.3%0.000%
10/28/2024 US Bancorp DE11,104$271K0.0%-18.3%0.002%
10/25/2024 Pinnacle Associates Ltd.10,225$249K0.0%-36.5%0.002%
10/24/2024 Hunter Associates Investment Management LLC63,093$1.53M0.2%+29.8%0.011%
10/24/2024 Wealth Enhancement Advisory Services LLC12,759$311K0.0%-24.1%0.002%
10/23/2024 Mirae Asset Global Investments Co. Ltd.14,513$370K0.0%-6.3%0.002%
10/23/2024 Taylor Frigon Capital Management LLC70,129$1.70M0.8%+4.9%0.012%
10/22/2024 International Assets Investment Management LLC63,658$1.55M0.0%+1,273,060.0%0.011%
10/21/2024 Castleview Partners LLC1,500$37K0.0%+50.0%0.000%
10/18/2024Raymond James & Associates609,041$14.86M0.0%-8.8%0.104%
10/17/2024 Vista Investment Partners LLC19,843$484K0.2%-28.9%0.003%
10/16/2024 nVerses Capital LLC5,900$144K0.1%+31.1%0.001%
10/16/2024 Bourne Lent Asset Management Inc.64,710$1.58M0.6%+4.9%0.011%
10/15/2024 NBC Securities Inc.1,088$26K0.0%-65.3%0.000%
10/10/2024 Essex Investment Management Co. LLC28,608$698K0.1%+54.6%0.005%
10/10/2024 Exchange Traded Concepts LLC873,987$21.32M0.5%+76.8%0.149%
9/4/2024Ghisallo Capital Management LLC50,000$1.76M0.1%-50.0%0.009%
8/16/2024Quarry LP1,847$65K0.0%N/A0.000%
8/16/2024Sunbelt Securities Inc.5,095$179K0.0%+2,215.9%0.001%
8/16/2024Driehaus Capital Management LLC195,498$6.87M0.1%-10.9%0.033%
8/15/2024The Manufacturers Life Insurance Company8,655$304K0.0%+8.5%0.001%
8/15/2024Millennium Management LLC335,649$11.80M0.0%+6,694.5%0.057%
8/15/2024Marathon Capital Management42,055$1.48M0.4%+8.0%0.007%
8/15/2024Maverick Capital Ltd.10,041$353K0.0%+29.0%0.002%
8/15/2024AQR Capital Management LLC14,612$514K0.0%N/A0.002%
8/15/2024AXA S.A.380,194$13.37M0.0%-1.9%0.065%
8/14/2024Cubist Systematic Strategies LLC148,380$5.22M0.0%+327.8%0.025%
8/14/2024K2 Principal Fund L.P.8,000$281K0.1%+60.0%0.001%
8/14/2024Marshall Wace LLP119,651$4.21M0.0%N/A0.020%
8/13/2024Ensign Peak Advisors Inc193,678$6.81M0.0%+3,622.4%0.033%
8/13/2024Canada Pension Plan Investment Board775,900$27.28M0.0%+191.5%0.133%
8/12/2024XTX Topco Ltd9,412$331K0.0%-13.5%0.002%
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8/12/2024Blair William & Co. IL56,030$1.97M0.0%+67.9%0.010%
8/9/2024Dimensional Fund Advisors LP43,367$1.53M0.0%+24.1%0.007%
8/9/2024Retirement Planning Co of New England Inc.19,551$687K0.4%+16.6%0.003%
8/7/2024Levin Capital Strategies L.P.10,000$352K0.0%N/A0.002%
8/5/2024Arizona State Retirement System9,863$347K0.0%+114.3%0.002%
8/3/2024First Dallas Securities Inc.20,100$707K0.3%+4.1%0.003%
8/2/2024Hodges Capital Management Inc.270,736$9.52M0.6%-14.3%0.046%
8/2/2024 Legacy Capital Wealth Partners LLC49,114$1.73M0.4%N/A0.008%
7/31/2024 nVerses Capital LLC4,500$158K0.1%N/A0.001%
7/31/2024 Van ECK Associates Corp2,723$96K0.0%+109.5%0.000%
7/31/2024Commonwealth Equity Services LLC30,996$1.09M0.0%+51.1%0.005%
7/31/2024Rothschild Investment LLC3,377$119K0.0%N/A0.001%
7/29/2024Crewe Advisors LLC3,800$134K0.0%-9.5%0.001%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank6,309$222K0.0%+21.8%0.001%
7/26/2024 Skylands Capital LLC8,400$295K0.0%N/A0.001%
7/26/2024Bank of New York Mellon Corp80,707$2.84M0.0%+9.6%0.014%
7/26/2024 AlphaCentric Advisors LLC20,000$703K0.5%-20.0%0.003%
7/25/2024Raymond James Trust N.A.37,922$1.33M0.0%+10.8%0.006%
7/25/2024 Baillie Gifford & Co.10,660,949$374.84M0.3%+12.4%1.824%
7/25/2024 Lakeshore Financial Planning Inc.6,730$237K0.1%N/A0.001%
7/25/2024 RFP Financial Group LLC1,692$59K0.0%+22.4%0.000%
7/19/2024Western Wealth Management LLC15,850$557K0.0%-7.6%0.003%
7/19/2024 Vista Investment Partners LLC27,899$981K0.3%+36.1%0.005%
7/19/2024Raymond James & Associates668,103$23.49M0.0%+8.4%0.114%
7/19/2024TCW Group Inc.381,199$13.40M0.1%-0.6%0.065%
7/12/2024 SG Americas Securities LLC60,524$2.13M0.0%N/A0.010%
7/12/2024 Register Financial Advisors LLC41,300$1.45M0.7%+268.8%0.007%
7/5/2024 Polianta Ltd28,000$984K0.5%N/A0.005%
5/24/2024Cetera Advisors LLC8,372$377K0.0%+11.2%0.001%
5/20/2024Virtu Financial LLC17,116$770K0.1%N/A0.003%
5/17/2024Washington Harbour Partners LP85,300$3.84M6.2%+45.6%0.015%
5/17/2024 Vista Investment Partners LLC20,496$922K0.3%+11.1%0.004%
5/17/2024Comerica Bank16,641$749K0.0%+1,347.0%0.003%
5/16/2024California State Teachers Retirement System15,057$678K0.0%+4.5%0.003%
5/15/2024Sandia Investment Management LP2,500$112K0.1%N/A0.000%
5/15/2024Price T Rowe Associates Inc. MD369,646$16.64M0.0%+0.2%0.064%
5/14/2024K2 Principal Fund L.P.5,000$225K0.0%N/A0.001%
5/14/2024Advisors Asset Management Inc.2,740$123K0.0%+11.6%0.000%
5/14/2024EntryPoint Capital LLC2,055$92K0.1%-61.6%0.000%
5/14/2024Crewe Advisors LLC4,200$189K0.0%+2,700.0%0.001%
5/14/2024Natixis Investment Managers International2,001$90K0.0%N/A0.000%
5/14/2024Healthcare of Ontario Pension Plan Trust Fund7,829$352K0.0%N/A0.001%
5/10/2024Vanguard Group Inc.2,426,420$109.19M0.0%+16.6%0.420%
5/10/2024Mitsubishi UFJ Trust & Banking Corp271,529$12.22M0.0%N/A0.047%
5/9/2024 RFP Financial Group LLC1,382$62K0.0%+21.2%0.000%
5/9/2024Blair William & Co. IL33,365$1.50M0.0%+418.1%0.006%
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.13,935$627K0.0%-4.5%0.002%
5/8/2024Avantax Advisory Services Inc.9,737$438K0.0%+48.0%0.002%
5/7/2024Swiss National Bank33,000$1.49M0.0%+3.4%0.006%
5/7/2024Zevenbergen Capital Investments LLC361,167$16.25M0.3%+1,826.2%0.063%
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5/7/2024 Oppenheimer & Co. Inc.8,144$366K0.0%N/A0.001%
5/7/2024Retirement Planning Co of New England Inc.16,765$754K0.4%N/A0.003%
5/3/2024 Essex Investment Management Co. LLC24,516$1.10M0.2%+11.3%0.004%
5/3/2024RiverPark Advisors LLC823$37K0.0%N/A0.000%
5/2/2024 Hunter Associates Investment Management LLC39,474$1.77M0.3%+70.3%0.007%
5/2/2024 Greenwood Capital Associates LLC5,066$228K0.0%N/A0.001%
5/2/2024 Hussman Strategic Advisors Inc.94,500$4.25M1.0%+50.0%0.016%
5/1/2024Capstone Investment Advisors LLC73,658$3.32M0.0%N/A0.013%
5/1/2024 Mirae Asset Global Investments Co. Ltd.568,577$25.59M0.0%-17.3%0.099%
5/1/2024 Baillie Gifford & Co.9,483,371$426.75M0.3%N/A1.643%
(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, 158 institutional investors and hedge funds held shares of Symbotic. The most heavily invested institutionals were Baillie Gifford & Co. ($343.19M), SB Global Advisers Ltd ($230M), Vanguard Group Inc. ($109.19M), 1832 Asset Management L.P. ($54.17M), Saba Capital Management L.P. ($27.78M), Canada Pension Plan Investment Board ($27.28M), and First Trust Advisors LP ($26.19M).Learn more on SYM's institutional investors.

Which institutional investors have been buying Symbotic stock?

Of the 141 institutional investors that purchased Symbotic stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Baillie Gifford & Co. ($14.07M), Saba Capital Management L.P. ($2.29M), Exchange Traded Concepts LLC ($989.14K), 1832 Asset Management L.P. ($806.10K), Mirae Asset Global Investments Co. Ltd. ($714.90K), Raymond James & Associates ($644.92K), and Canada Pension Plan Investment Board ($509.70K).

How much institutional buying is happening at Symbotic?

Institutional investors have bought a total of 26,403,750 shares in the last 24 months. This purchase volume represents approximately $936.47M in transactions.

Which Symbotic major shareholders have been selling company stock?

Of the 47 institutional investors that sold Symbotic stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: SB Global Advisers Ltd ($18M), Frontier Capital Management Co. LLC ($875.72K), Exchange Traded Concepts LLC ($353.18K), Nicholas Investment Partners LP ($292.44K), Mirae Asset Global Investments Co. Ltd. ($147.30K), Hodges Capital Management Inc. ($140.03K), and Royce & Associates LP ($78K).

How much institutional selling is happening at Symbotic?

Institutional investors have sold a total of 20,466,160 shares in the last 24 months. This volume of shares sold represents approximately $308.55M in transactions.



This page (NASDAQ:SYM) was last updated on 11/6/2024 by MarketBeat.com Staff
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