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Alcoa, Krispy Kreme fall; Williams-Sonoma, Ford rise, Monday, 9/25/2023
S&P 500   4,337.44
DOW   34,006.88
QQQ   359.61
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Gold Could Be Heading for Record Highs - But How to Play It? (Ad)
2 Must-Have Silicon Companies That Don't Make Microchips
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AI Boosts Duolingo As Company Posts First Profit
Alcoa, Krispy Kreme fall; Williams-Sonoma, Ford rise, Monday, 9/25/2023
S&P 500   4,337.44
DOW   34,006.88
QQQ   359.61
Are Gene Therapy Stocks The Market's Next Big Winners?
Gold Could Be Heading for Record Highs - But How to Play It? (Ad)
2 Must-Have Silicon Companies That Don't Make Microchips
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2 Stocks to Benefit from the Aging Population
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NASDAQ:SYM

Symbotic (SYM) Institutional Ownership

$30.27
-0.79 (-2.54%)
(As of 09/25/2023 ET)
Compare
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

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

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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Skip Chart & View Institutional Buying and Selling Data

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
9/21/2023Barclays PLC2,710$0.12M0.0%+67,650.0%0.000%
8/21/2023Osaic Holdings Inc.46,713$2M0.0%+981.3%0.008%
8/18/2023Legato Capital Management LLC30,403$1.30M0.2%-22.9%0.005%
8/15/2023Wells Fargo & Company MN30,602$1.31M0.0%+54.7%0.006%
8/15/2023Raymond James Trust N.A.33,200$1.42M0.0%+70.3%0.006%
8/15/2023Goldman Sachs Group Inc.5,746$0.25M0.0%-73.7%0.001%
8/15/2023Captrust Financial Advisors7,406$0.32M0.0%N/A0.001%
8/15/2023Royal Bank of Canada66,243$2.84M0.0%+194.8%0.012%
8/15/2023Segall Bryant & Hamill LLC5,000$0.21M0.0%N/A0.001%
8/14/2023Stephens Inc. AR38,841$1.66M0.0%N/A0.007%
8/14/2023Tower Research Capital LLC TRC 3,526$0.15M0.0%+1,304.8%0.001%
8/14/2023State of Wisconsin Investment Board14,589$0.63M0.0%N/A0.003%
8/14/2023State Street Corp172,825$7.40M0.0%+241.6%0.031%
8/14/2023MML Investors Services LLC8,552$0.37M0.0%N/A0.002%
8/14/2023Frontier Capital Management Co. LLC165,421$7.08M0.1%-84.1%0.030%
8/14/2023Driehaus Capital Management LLC268,248$11.48M0.1%N/A0.048%
8/14/20231832 Asset Management L.P.115,200$4.93M0.0%N/A0.021%
8/11/2023Pinebridge Investments L.P.125,717$5.38M0.1%N/A0.023%
8/11/2023Renaissance Technologies LLC122,262$5.23M0.0%+1,273.7%0.022%
8/11/2023Natixis4,500$0.19M0.0%N/A0.001%
8/11/2023Baird Financial Group Inc.31,625$1.35M0.0%N/A0.006%
8/11/2023Credit Suisse AG14,537$0.62M0.0%+32.7%0.003%
8/11/2023BlackRock Inc.278,159$11.91M0.0%-45.3%0.050%
8/11/2023S Squared Technology LLC220,000$9.42M4.7%+69.2%0.040%
8/11/2023Geode Capital Management LLC196,099$8.40M0.0%-0.3%0.035%
8/11/2023JPMorgan Chase & Co.9,807$0.42M0.0%+548.6%0.002%
8/11/2023Penserra Capital Management LLC48,837$2.09M0.0%N/A0.009%
8/11/2023PNC Financial Services Group Inc.1,232$53K0.0%+23.2%0.000%
8/11/2023Northern Trust Corp37,004$1.58M0.0%+19.1%0.007%
8/10/2023Osaic Holdings Inc.46,713$2M0.0%+981.3%0.008%
8/10/2023Commonwealth Equity Services LLC9,523$0.41M0.0%N/A0.002%
8/10/2023Mirae Asset Global Investments Co. Ltd.714,897$30.52M0.1%+25.4%0.129%
8/10/2023Russell Investments Group Ltd.65,220$2.79M0.0%-5.7%0.012%
8/10/2023US Bancorp DE2,428$0.10M0.0%+20.0%0.000%
8/10/2023Nicholas Investment Partners LP325,321$13.93M1.0%-19.8%0.059%
8/10/2023Cetera Advisor Networks LLC19,040$0.82M0.0%N/A0.003%
8/10/2023Charles Schwab Investment Management Inc.6,367$0.27M0.0%N/A0.001%
8/10/2023Citigroup Inc.14,997$0.64M0.0%+216.9%0.003%
8/9/2023Dimensional Fund Advisors LP12,863$0.55M0.0%N/A0.002%
8/9/2023Swiss National Bank32,800$1.40M0.0%+2.5%0.006%
8/9/2023Mitsubishi UFJ Kokusai Asset Management Co. Ltd.20,316$0.87M0.0%N/A0.004%
8/8/2023AlphaCentric Advisors LLC25,000$1.07M0.6%N/A0.005%
8/7/2023Royce & Associates LP9,500$0.41M0.0%-77.1%0.002%
8/4/2023Register Financial Advisors LLC3,000$0.13M0.1%-88.6%0.001%
8/3/2023Barclays PLC2,710$0.12M0.0%+67,650.0%0.000%
8/3/2023Hunter Associates Investment Management LLC18,076$0.77M0.2%N/A0.003%
8/3/2023Hussman Strategic Advisors Inc.78,000$3.34M0.6%N/A0.014%
8/3/2023Bank of New York Mellon Corp52,425$2.24M0.0%+128.7%0.009%
8/1/2023RFP Financial Group LLC954$41K0.0%+46.1%0.000%
7/31/2023LPL Financial LLC15,053$0.64M0.0%+49.4%0.003%
7/31/2023Levin Capital Strategies L.P.5,500$0.24M0.0%N/A0.001%
7/31/2023Dakota Wealth Management26,182$1.12M0.1%N/A0.005%
7/31/2023Taylor Frigon Capital Management LLC63,240$2.71M1.3%N/A0.011%
7/27/2023Virtu Financial LLC7,438$0.32M0.0%N/A0.001%
7/25/2023Raymond James Financial Services Advisors Inc.27,313$1.17M0.0%N/A0.005%
7/25/2023Raymond James & Associates420,372$18M0.0%+21.0%0.076%
7/21/2023Creative Planning10,500$0.45M0.0%N/A0.002%
7/20/2023Exchange Traded Concepts LLC558,682$23.92M0.6%-8.3%0.101%
7/17/2023Willis Johnson & Associates Inc.5,000$0.21M0.0%N/A0.001%
7/13/2023Thompson Davis & CO. Inc.5,050$0.22M0.2%N/A0.001%
7/10/2023Quent Capital LLC14,300$0.61M0.1%-7.7%0.003%
7/10/2023SG Americas Securities LLC3,884$0.17M0.0%N/A0.001%
7/6/2023Armstrong Advisory Group Inc.4,647$0.20M0.0%-19.5%0.001%
5/25/2023Legato Capital Management LLC39,439$0.90M0.2%-16.5%0.007%
5/23/2023Royce & Associates LP41,500$0.95M0.0%-35.7%0.007%
5/18/2023JPMorgan Chase & Co.1,512$35K0.0%+1,412.0%0.000%
5/18/2023New York State Common Retirement Fund47,897$1.09M0.0%-16.1%0.009%
5/16/2023Softbank Group CORP.22,000,000$502.48M6.5%+1,000.0%3.960%
5/16/2023State Street Corp50,600$1.16M0.0%+41.7%0.009%
5/16/2023First Trust Advisors LP286,234$6.54M0.0%N/A0.052%
5/16/2023Frontier Capital Management Co. LLC1,041,144$23.78M0.2%+202.3%0.187%
5/16/2023Geode Capital Management LLC196,631$4.49M0.0%+39.0%0.035%
5/15/2023S Squared Technology LLC130,000$2.97M1.8%N/A0.023%
5/12/2023Renaissance Technologies LLC8,900$0.20M0.0%N/A0.002%
5/12/2023BlackRock Inc.508,933$11.62M0.0%+54.1%0.092%
5/12/2023UBS Group AG31,039$0.71M0.0%-14.3%0.006%
5/12/2023Next Century Growth Investors LLC217,063$4.96M0.5%N/A0.039%
5/12/2023Blair William & Co. IL28,320$0.65M0.0%N/A0.005%
5/12/2023Navis Wealth Advisors LLC913,554$20.87M22.9%+21.0%0.164%
5/12/2023Nicholas Investment Partners LP405,569$9.26M0.7%-16.6%0.073%
5/12/2023HighTower Advisors LLC9,918$0.23M0.0%N/A0.002%
5/11/2023FMR LLC383,593$8.76M0.0%+759.7%0.069%
5/11/2023Citigroup Inc.4,733$0.11M0.0%N/A0.001%
5/10/2023Register Financial Advisors LLC26,250$0.60M0.5%-31.0%0.005%
5/10/2023Credit Suisse AG10,954$0.25M0.0%N/A0.002%
5/10/2023Swiss National Bank32,000$0.73M0.0%N/A0.006%
5/9/2023Bank of New York Mellon Corp22,925$0.52M0.0%-21.7%0.004%
5/9/2023California State Teachers Retirement System13,037$0.30M0.0%N/A0.002%
5/9/2023Russell Investments Group Ltd.69,128$1.58M0.0%N/A0.012%
5/5/2023Arcadia Investment Management Corp MI2,523$58K0.0%N/A0.000%
5/4/2023Mirae Asset Global Investments Co. Ltd.570,229$13.02M0.0%N/A0.103%
5/4/2023Royce & Associates LP41,500$0.95M0.0%-35.7%0.007%
5/4/2023Skylands Capital LLC32,000$0.73M0.1%N/A0.006%
5/4/2023Calamos Advisors LLC38,908$0.89M0.0%N/A0.007%
5/3/2023Raymond James Trust N.A.19,500$0.45M0.0%+69.6%0.004%
5/2/2023Victory Capital Management Inc.72,675$1.66M0.0%N/A0.013%
4/25/2023Bourne Lent Asset Management Inc.57,210$1.31M0.5%+197.8%0.010%
4/14/2023Raymond James & Associates347,535$7.94M0.0%+94.5%0.063%
4/13/2023Householder Group Estate & Retirement Specialist LLC3,806$87K0.0%N/A0.001%
4/12/2023Exchange Traded Concepts LLC609,414$13.92M0.4%N/A0.110%
(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.


This page (NASDAQ:SYM) was last updated on 9/26/2023 by MarketBeat.com Staff

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