NASDAQ:SYM

Symbotic (SYM) Institutional Ownership

$30.27

-0.79 (-2.54%)

(As of 09/25/2023 ET)

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Today's Range: $30.01
▼
$31.08
50-Day Range: $30.27
▼
$63.54
52-Week Range: $8.75
▼
$64.14

Volume: 512,685 shs
Average Volume: 805,472 shs
Market Capitalization: $16.83 billion

P/E Ratio: N/A
Dividend Yield: N/A
Price Target: $49.00

Number of Institutional Buyers (last 12 months): 86
Total Institutional Inflows (last 12 months): $659.09 M

Number of Institutional Sellers (last 12 months): 18
Total Institutional Outflows (last 12 months): $268.72 M

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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
9/21/2023	Barclays PLC	2,710	$0.12M	0.0%	+67,650.0%	0.000%
8/21/2023	Osaic Holdings Inc.	46,713	$2M	0.0%	+981.3%	0.008%
8/18/2023	Legato Capital Management LLC	30,403	$1.30M	0.2%	-22.9%	0.005%
8/15/2023	Wells Fargo & Company MN	30,602	$1.31M	0.0%	+54.7%	0.006%
8/15/2023	Raymond James Trust N.A.	33,200	$1.42M	0.0%	+70.3%	0.006%
8/15/2023	Goldman Sachs Group Inc.	5,746	$0.25M	0.0%	-73.7%	0.001%
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8/15/2023	Captrust Financial Advisors	7,406	$0.32M	0.0%	N/A	0.001%
8/15/2023	Royal Bank of Canada	66,243	$2.84M	0.0%	+194.8%	0.012%
8/15/2023	Segall Bryant & Hamill LLC	5,000	$0.21M	0.0%	N/A	0.001%
8/14/2023	Stephens Inc. AR	38,841	$1.66M	0.0%	N/A	0.007%
8/14/2023	Tower Research Capital LLC TRC	3,526	$0.15M	0.0%	+1,304.8%	0.001%
8/14/2023	State of Wisconsin Investment Board	14,589	$0.63M	0.0%	N/A	0.003%
8/14/2023	State Street Corp	172,825	$7.40M	0.0%	+241.6%	0.031%
8/14/2023	MML Investors Services LLC	8,552	$0.37M	0.0%	N/A	0.002%
8/14/2023	Frontier Capital Management Co. LLC	165,421	$7.08M	0.1%	-84.1%	0.030%
8/14/2023	Driehaus Capital Management LLC	268,248	$11.48M	0.1%	N/A	0.048%
8/14/2023	1832 Asset Management L.P.	115,200	$4.93M	0.0%	N/A	0.021%
8/11/2023	Pinebridge Investments L.P.	125,717	$5.38M	0.1%	N/A	0.023%
8/11/2023	Renaissance Technologies LLC	122,262	$5.23M	0.0%	+1,273.7%	0.022%
8/11/2023	Natixis	4,500	$0.19M	0.0%	N/A	0.001%
8/11/2023	Baird Financial Group Inc.	31,625	$1.35M	0.0%	N/A	0.006%
8/11/2023	Credit Suisse AG	14,537	$0.62M	0.0%	+32.7%	0.003%
8/11/2023	BlackRock Inc.	278,159	$11.91M	0.0%	-45.3%	0.050%
8/11/2023	S Squared Technology LLC	220,000	$9.42M	4.7%	+69.2%	0.040%
8/11/2023	Geode Capital Management LLC	196,099	$8.40M	0.0%	-0.3%	0.035%
8/11/2023	JPMorgan Chase & Co.	9,807	$0.42M	0.0%	+548.6%	0.002%
8/11/2023	Penserra Capital Management LLC	48,837	$2.09M	0.0%	N/A	0.009%
8/11/2023	PNC Financial Services Group Inc.	1,232	$53K	0.0%	+23.2%	0.000%
8/11/2023	Northern Trust Corp	37,004	$1.58M	0.0%	+19.1%	0.007%
8/10/2023	Osaic Holdings Inc.	46,713	$2M	0.0%	+981.3%	0.008%
8/10/2023	Commonwealth Equity Services LLC	9,523	$0.41M	0.0%	N/A	0.002%
8/10/2023	Mirae Asset Global Investments Co. Ltd.	714,897	$30.52M	0.1%	+25.4%	0.129%
8/10/2023	Russell Investments Group Ltd.	65,220	$2.79M	0.0%	-5.7%	0.012%
8/10/2023	US Bancorp DE	2,428	$0.10M	0.0%	+20.0%	0.000%
8/10/2023	Nicholas Investment Partners LP	325,321	$13.93M	1.0%	-19.8%	0.059%
8/10/2023	Cetera Advisor Networks LLC	19,040	$0.82M	0.0%	N/A	0.003%
8/10/2023	Charles Schwab Investment Management Inc.	6,367	$0.27M	0.0%	N/A	0.001%
8/10/2023	Citigroup Inc.	14,997	$0.64M	0.0%	+216.9%	0.003%
8/9/2023	Dimensional Fund Advisors LP	12,863	$0.55M	0.0%	N/A	0.002%
8/9/2023	Swiss National Bank	32,800	$1.40M	0.0%	+2.5%	0.006%

8/9/2023	Mitsubishi UFJ Kokusai Asset Management Co. Ltd.	20,316	$0.87M	0.0%	N/A	0.004%
8/8/2023	AlphaCentric Advisors LLC	25,000	$1.07M	0.6%	N/A	0.005%
8/7/2023	Royce & Associates LP	9,500	$0.41M	0.0%	-77.1%	0.002%
8/4/2023	Register Financial Advisors LLC	3,000	$0.13M	0.1%	-88.6%	0.001%
8/3/2023	Barclays PLC	2,710	$0.12M	0.0%	+67,650.0%	0.000%
8/3/2023	Hunter Associates Investment Management LLC	18,076	$0.77M	0.2%	N/A	0.003%
8/3/2023	Hussman Strategic Advisors Inc.	78,000	$3.34M	0.6%	N/A	0.014%
8/3/2023	Bank of New York Mellon Corp	52,425	$2.24M	0.0%	+128.7%	0.009%
8/1/2023	RFP Financial Group LLC	954	$41K	0.0%	+46.1%	0.000%
7/31/2023	LPL Financial LLC	15,053	$0.64M	0.0%	+49.4%	0.003%
7/31/2023	Levin Capital Strategies L.P.	5,500	$0.24M	0.0%	N/A	0.001%
7/31/2023	Dakota Wealth Management	26,182	$1.12M	0.1%	N/A	0.005%
7/31/2023	Taylor Frigon Capital Management LLC	63,240	$2.71M	1.3%	N/A	0.011%
7/27/2023	Virtu Financial LLC	7,438	$0.32M	0.0%	N/A	0.001%
7/25/2023	Raymond James Financial Services Advisors Inc.	27,313	$1.17M	0.0%	N/A	0.005%
7/25/2023	Raymond James & Associates	420,372	$18M	0.0%	+21.0%	0.076%
7/21/2023	Creative Planning	10,500	$0.45M	0.0%	N/A	0.002%
7/20/2023	Exchange Traded Concepts LLC	558,682	$23.92M	0.6%	-8.3%	0.101%
7/17/2023	Willis Johnson & Associates Inc.	5,000	$0.21M	0.0%	N/A	0.001%
7/13/2023	Thompson Davis & CO. Inc.	5,050	$0.22M	0.2%	N/A	0.001%
7/10/2023	Quent Capital LLC	14,300	$0.61M	0.1%	-7.7%	0.003%
7/10/2023	SG Americas Securities LLC	3,884	$0.17M	0.0%	N/A	0.001%
7/6/2023	Armstrong Advisory Group Inc.	4,647	$0.20M	0.0%	-19.5%	0.001%
5/25/2023	Legato Capital Management LLC	39,439	$0.90M	0.2%	-16.5%	0.007%
5/23/2023	Royce & Associates LP	41,500	$0.95M	0.0%	-35.7%	0.007%
5/18/2023	JPMorgan Chase & Co.	1,512	$35K	0.0%	+1,412.0%	0.000%
5/18/2023	New York State Common Retirement Fund	47,897	$1.09M	0.0%	-16.1%	0.009%
5/16/2023	Softbank Group CORP.	22,000,000	$502.48M	6.5%	+1,000.0%	3.960%
5/16/2023	State Street Corp	50,600	$1.16M	0.0%	+41.7%	0.009%
5/16/2023	First Trust Advisors LP	286,234	$6.54M	0.0%	N/A	0.052%
5/16/2023	Frontier Capital Management Co. LLC	1,041,144	$23.78M	0.2%	+202.3%	0.187%
5/16/2023	Geode Capital Management LLC	196,631	$4.49M	0.0%	+39.0%	0.035%
5/15/2023	S Squared Technology LLC	130,000	$2.97M	1.8%	N/A	0.023%
5/12/2023	Renaissance Technologies LLC	8,900	$0.20M	0.0%	N/A	0.002%
5/12/2023	BlackRock Inc.	508,933	$11.62M	0.0%	+54.1%	0.092%
5/12/2023	UBS Group AG	31,039	$0.71M	0.0%	-14.3%	0.006%
5/12/2023	Next Century Growth Investors LLC	217,063	$4.96M	0.5%	N/A	0.039%
5/12/2023	Blair William & Co. IL	28,320	$0.65M	0.0%	N/A	0.005%
5/12/2023	Navis Wealth Advisors LLC	913,554	$20.87M	22.9%	+21.0%	0.164%
5/12/2023	Nicholas Investment Partners LP	405,569	$9.26M	0.7%	-16.6%	0.073%
5/12/2023	HighTower Advisors LLC	9,918	$0.23M	0.0%	N/A	0.002%
5/11/2023	FMR LLC	383,593	$8.76M	0.0%	+759.7%	0.069%
5/11/2023	Citigroup Inc.	4,733	$0.11M	0.0%	N/A	0.001%
5/10/2023	Register Financial Advisors LLC	26,250	$0.60M	0.5%	-31.0%	0.005%
5/10/2023	Credit Suisse AG	10,954	$0.25M	0.0%	N/A	0.002%
5/10/2023	Swiss National Bank	32,000	$0.73M	0.0%	N/A	0.006%
5/9/2023	Bank of New York Mellon Corp	22,925	$0.52M	0.0%	-21.7%	0.004%
5/9/2023	California State Teachers Retirement System	13,037	$0.30M	0.0%	N/A	0.002%
5/9/2023	Russell Investments Group Ltd.	69,128	$1.58M	0.0%	N/A	0.012%
5/5/2023	Arcadia Investment Management Corp MI	2,523	$58K	0.0%	N/A	0.000%

5/4/2023	Mirae Asset Global Investments Co. Ltd.	570,229	$13.02M	0.0%	N/A	0.103%
5/4/2023	Royce & Associates LP	41,500	$0.95M	0.0%	-35.7%	0.007%
5/4/2023	Skylands Capital LLC	32,000	$0.73M	0.1%	N/A	0.006%
5/4/2023	Calamos Advisors LLC	38,908	$0.89M	0.0%	N/A	0.007%
5/3/2023	Raymond James Trust N.A.	19,500	$0.45M	0.0%	+69.6%	0.004%
5/2/2023	Victory Capital Management Inc.	72,675	$1.66M	0.0%	N/A	0.013%
4/25/2023	Bourne Lent Asset Management Inc.	57,210	$1.31M	0.5%	+197.8%	0.010%
4/14/2023	Raymond James & Associates	347,535	$7.94M	0.0%	+94.5%	0.063%
4/13/2023	Householder Group Estate & Retirement Specialist LLC	3,806	$87K	0.0%	N/A	0.001%
4/12/2023	Exchange Traded Concepts LLC	609,414	$13.92M	0.4%	N/A	0.110%

(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, 91 institutional investors and hedge funds held shares of Symbotic. The most heavily invested institutionals were Softbank Group CORP. ($502.48M), SB Global Advisers Ltd ($230M), Mirae Asset Global Investments Co. Ltd. ($30.52M), Saba Capital Management L.P. ($27.78M), Exchange Traded Concepts LLC ($23.92M), Navis Wealth Advisors LLC ($20.87M), and Raymond James & Associates ($18M).Learn more on SYM's institutional investors.
Which institutional investors have been buying Symbotic stock?: Of the 87 institutional investors that purchased Symbotic stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SB Global Advisers Ltd ($20M), Softbank Group CORP. ($20M), Saba Capital Management L.P. ($2.29M), Navis Wealth Advisors LLC ($0.91M), Mirae Asset Global Investments Co. Ltd. ($0.71M), Frontier Capital Management Co. LLC ($0.70M), and Exchange Traded Concepts LLC ($0.61M).
How much institutional buying is happening at Symbotic?: Institutional investors have bought a total of 49,748,413 shares in the last 24 months. This purchase volume represents approximately $887.09M in transactions.

Which Symbotic major shareholders have been selling company stock?: Of the 18 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 ($0.88M), BlackRock Inc. ($0.23M), Nicholas Investment Partners LP ($0.16M), Morgan Stanley ($96.74K), Royce & Associates LP ($78K), and Exchange Traded Concepts LLC ($50.73K).
How much institutional selling is happening at Symbotic?: Institutional investors have sold a total of 19,592,008 shares in the last 24 months. This volume of shares sold represents approximately $268.72M in transactions.

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This page (NASDAQ:SYM) was last updated on 9/26/2023 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