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Symbotic (SYM) Institutional Ownership

Symbotic logo
$40.03 -1.11 (-2.70%)
As of 02:51 PM Eastern
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Institutional Ownership Changes (13F Filings) for Symbotic (NASDAQ:SYM)

Number of
Institutional Buyers
(last 12 months)
225
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$461.07M
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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
8/24/2026 California State Teachers Retirement System3,388,331$152.31M0.0%+5,964.6%0.560%
8/22/2026 AlphaGrep UK Ltd7,911$356K0.1%N/A0.001%
8/22/2026 Lakeshore Financial Planning Inc.7,803$351K0.1%N/A0.001%
8/22/2026 Concurrent Investment Advisors LLC5,811$261K0.0%+5.2%0.001%
8/21/2026 Nykredit A S1,984$89K0.0%N/A0.000%
8/21/2026 Midwest Professional Planners LTD.5,308$239K0.0%+8.7%0.001%
8/11/2026 Abacus FCF Advisors LLC69,160$3.11M0.6%N/A0.011%
7/10/2026 Handelsbanken Fonder AB114,152$5.13M0.0%-49.2%0.019%
7/10/2026 Wealthcare Advisory Partners LLC6,792$305K0.0%+41.9%0.001%
7/9/2026 Polianta Ltd35,000$1.57M0.2%+16.7%0.006%
7/7/2026 180 Wealth Advisors LLC61,717$2.77M0.3%+3.6%0.010%
7/7/2026 Central Pacific Bank Trust Division5,074$228K0.0%-50.9%0.001%
7/7/2026 CoreCap Advisors LLC4,398$198K0.0%-9.4%0.001%
5/19/2026 Western Wealth Management LLC2,130$113K0.0%N/A0.000%
5/19/2026 Bank 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%
5/19/2026 Centaurus Financial Inc.2,814$150K0.0%+62.1%0.000%
5/18/2026 Amundi108,553$5.78M0.0%+68.5%0.018%
5/18/2026 EverSource Wealth Advisors LLC20,168$1.07M0.0%-2.9%0.003%
5/18/2026 California State Teachers Retirement System55,871$2.97M0.0%+25.2%0.009%
5/18/2026 Royal Bank of Canada100,018$5.32M0.0%+41.1%0.017%
5/18/2026 Empowered Funds LLC33,394$1.78M0.0%+19.4%0.006%
5/16/2026 The Manufacturers Life Insurance Company10,662$567K0.0%-6.3%0.002%
5/15/2026 Waverly Advisors LLC4,754$253K0.0%-5.0%0.001%
5/15/2026 Entropy Technologies LP16,624$884K0.0%N/A0.003%
5/14/2026 Renaissance Technologies LLC714,800$38.03M0.1%-21.1%0.119%
5/14/2026 Arrowstreet Capital Limited Partnership26,141$1.39M0.0%-6.7%0.004%
5/14/2026 Sei Investments Co.144,420$7.68M0.0%+21.0%0.024%
5/13/2026 Cetera Investment Advisers46,247$2.46M0.0%+39.6%0.008%
5/13/2026 First Trust Advisors LP308,535$16.41M0.0%-27.2%0.051%
5/8/2026 PNC Financial Services Group Inc.6,159$328K0.0%-3.0%0.001%
5/7/2026 Dimensional Fund Advisors LP109,015$5.79M0.0%+26.6%0.018%
5/7/2026 Ascent Wealth Partners LLC3,942$210K0.0%N/A0.001%
5/6/2026 Freemont Management S.A.30,200$1.61M0.2%-9.3%0.005%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.14,809$788K0.0%N/A0.002%
5/6/2026 Allspring Global Investments Holdings LLC724,976$39.74M0.1%-0.2%0.120%
5/5/2026 Wealthfront Advisers LLC71,248$3.79M0.0%+168.1%0.012%
5/5/2026 D.A. Davidson & CO.7,322$390K0.0%N/A0.001%
5/5/2026 Bank of New York Mellon Corp30,082$1.60M0.0%-65.7%0.005%
5/2/2026 International Assets Investment Management LLC5,844$320K0.0%+5.4%0.001%
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5/1/2026 180 Wealth Advisors LLC59,601$3.17M0.4%+3.3%0.010%
5/1/2026 Fifth Third Bancorp5,381$286K0.0%+435.4%0.001%
4/30/2026 Griffin Asset Management Inc.4,520$240K0.0%N/A0.001%
4/30/2026 Cherry Creek Investment Advisors Inc.28,188$1.50M0.7%-7.9%0.005%
4/30/2026 Kestra Advisory Services LLC13,079$696K0.0%+69.2%0.002%
4/30/2026 Money Concepts Capital Corp4,489$239K0.0%N/A0.001%
4/30/2026 IAG Wealth Partners LLC1,752$93K0.0%+29.4%0.000%
4/30/2026 Taylor Frigon Capital Management LLC40,457$2.15M1.2%-0.7%0.007%
4/29/2026 West Tower Group LLC7,000$372K1.2%N/A0.001%
4/29/2026 United Asset Strategies Inc.11,246$598K0.0%N/A0.002%
4/28/2026 QRG Capital Management Inc.4,756$253K0.0%N/A0.001%
4/27/2026 Private Advisor Group LLC19,257$1.02M0.0%+12.0%0.003%
4/27/2026 Leonteq Securities AG5,507$293K0.0%+16.3%0.001%
4/27/2026 Fideuram Intesa Sanpaolo Private Banking S.P.A.1,996$106K0.0%+115.3%0.000%
4/25/2026 Peregrine Asset Advisers Inc.44,719$2.38M0.6%N/A0.007%
4/25/2026 Patten Group Inc.8,488$452K0.1%N/A0.001%
4/24/2026 USS Investment Management Ltd281,981$15.00M0.1%N/A0.047%
4/23/2026 Littlejohn Financial Services Inc.11,424$608K0.5%+51.2%0.002%
4/22/2026 Janney Montgomery Scott LLC4,339$231K0.0%N/A0.001%
4/21/2026 Barton Investment Management36,813$1.96M0.2%+20.1%0.006%
4/20/2026 Kestra Private Wealth Services LLC30,278$1.61M0.0%+22.8%0.005%
4/20/2026 Arta Finance Wealth Management LLC19,773$1.05M0.5%+4.4%0.003%
4/20/2026 Banque Cantonale Vaudoise7,044$375K0.0%N/A0.001%
4/18/2026 Bourne Lent Asset Management Inc.87,460$4.65M1.7%-1.2%0.015%
4/18/2026 HHM Wealth Advisors LLC1,636$87K0.0%+81,700.0%0.000%
4/17/2026 Brookstone Capital Management3,837$204K0.0%N/A0.001%
4/16/2026 Polianta Ltd30,000$1.60M0.2%N/A0.005%
3/17/2026 Rockefeller Capital Management L.P.10,243$609K0.0%+13.6%0.002%
3/16/2026 Osbon Capital Management LLC5,616$334K0.3%N/A0.001%
3/13/2026 Fund 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%
2/19/2026 Invesco Ltd.108,717$6.47M0.0%-18.7%0.018%
2/18/2026 Mercer Global Advisors Inc. ADV8,435$502K0.0%+32.2%0.001%
2/18/2026 SVF Sponsor III DE LLC5,590,000$332.61M100.0%-38.5%0.928%
2/18/2026 Vident Advisory LLC12,282$731K0.0%-9.1%0.002%
2/18/2026 Regal Partners Ltd4,000$238K0.0%-46.9%0.001%
2/18/2026 NewEdge Advisors LLC9,711$578K0.0%+278.4%0.002%
2/18/2026 Empowered Funds LLC27,957$1.66M0.0%-11.9%0.005%
2/18/2026 Twinbeech Capital LP25,464$1.52M0.1%N/A0.004%
2/18/2026 Polymer Capital Management US LLC4,684$279K0.0%N/A0.001%
2/18/2026 Readystate Asset Management LP7,905$470K0.0%N/A0.001%
2/18/2026 Oxford Asset Management LLP22,777$1.36M0.6%N/A0.004%
2/18/2026 Man Group plc87,872$5.23M0.0%N/A0.015%
2/18/2026 Hunting Hill Global Capital LLC7,876$469K0.3%N/A0.001%
2/18/2026 Boothbay Fund Management LLC9,006$536K0.0%-27.0%0.001%
2/17/2026 Burkehill Global Management LP475,000$28.26M1.9%N/A0.079%
2/17/2026 PDT Partners LLC12,616$751K0.0%-62.8%0.002%
2/17/2026 AQR Capital Management LLC41,769$2.49M0.0%+15.6%0.007%
2/17/2026 Cetera Investment Advisers33,136$1.97M0.0%-10.6%0.006%
2/17/2026 TCW Group Inc.562,560$33.47M0.2%+11.2%0.095%
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2/17/2026 Kovack Advisors Inc.5,015$298K0.0%-44.1%0.001%
2/17/2026 Trexquant Investment LP395,407$23.53M0.2%N/A0.067%
2/17/2026 Amundi64,421$3.83M0.0%+256.4%0.011%
2/17/2026 Jump Financial LLC13,635$811K0.0%N/A0.002%
2/17/2026 Price T Rowe Associates Inc. MD171,593$10.21M0.0%-21.2%0.029%
2/17/2026 Tannin Capital LLC4,235$252K0.2%N/A0.001%
2/17/2026 Osaic Holdings Inc.44,778$2.66M0.0%-50.7%0.008%
2/17/2026 Advisory Services Network LLC8,048$479K0.0%+152.1%0.001%
2/17/2026 Ghisallo Capital Management LLC1,059,400$63.03M2.8%N/A0.179%
2/17/2026 California State Teachers Retirement System44,611$2.65M0.0%-13.6%0.008%


SYM Institutional Ownership - Frequently Asked Questions

During the previous two years, 371 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), California State Teachers Retirement System ($152.31M), Morgan Stanley ($150.59M), and JPMorgan Chase & Co. ($129.38M).Learn more on Symbotic's institutional investors.

Of the 335 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), California State Teachers Retirement System ($3.36M), Raymond James Financial Inc. ($1.86M), and Morgan Stanley ($1.17M).

Institutional investors have bought a total of 18,129,724 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

Of the 103 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 8,061,957 shares in the last 24 months. This volume of shares sold represents approximately $461.07M in transactions.


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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 8/24/2026. New 13F filings are added each quarter as they're published.
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