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Symbotic (SYM) Institutional Ownership

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$54.54 +0.36 (+0.66%)
Closing price 07/18/2025 04:00 PM Eastern
Extended Trading
$54.50 -0.04 (-0.07%)
As of 07/18/2025 07:58 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 Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Symbotic (NASDAQ:SYM)

Number of
Institutional Buyers
(last 12 months)
153
Total
Institutional Inflows
(last 12 months)
$819.89M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$130.47M
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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
7/18/2025PFG Investments LLC6,565$255K0.0%N/A0.001%
7/17/2025 Taylor Frigon Capital Management LLC76,665$2.98M1.6%-6.5%0.013%
7/16/2025 Register Financial Advisors LLC100,717$3.91M1.7%-15.9%0.017%
7/16/2025 Perigon Wealth Management LLC25,437$988K0.0%N/A0.004%
7/15/2025 Riverbridge Partners LLC9,219$358K0.0%N/A0.002%
7/14/2025 AdvisorNet Financial Inc828$32K0.0%N/A0.000%
7/14/2025 Armstrong Advisory Group Inc.7,594$295K0.0%-35.5%0.001%
7/11/2025 Bouvel Investment Partners LLC44,143$1.72M0.6%N/A0.007%
7/11/2025 Farther Finance Advisors LLC1,765$69K0.0%+24.0%0.000%
7/10/2025 Arkfeld Wealth Strategies L.L.C.28,680$1.11M0.4%+3.9%0.005%
7/10/2025 Exchange Traded Concepts LLC504,937$19.62M0.2%-25.8%0.086%
7/10/2025 Vista Investment Partners LLC7,956$309K0.1%-25.9%0.001%
7/10/2025 Wealth Enhancement Advisory Services LLC10,691$415K0.0%-19.5%0.002%
7/8/2025 Amanah Holdings Trust510,000$19.82M4.9%N/A0.086%
7/7/2025 Somerset Trust Co9,255$360K0.1%N/A0.002%
7/7/2025 Zevenbergen Capital Investments LLC141,746$5.51M0.1%-74.8%0.024%
7/2/2025 Capital Market Strategies LLC38,275$1.49M1.0%-20.5%0.006%
6/2/2025Hodges Capital Management Inc.14,350$290K0.0%-94.8%0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC84,899$1.72M0.0%+15.0%0.014%
5/16/2025S Squared Technology LLC480,000$9.70M5.0%+6.7%0.082%
5/16/2025First Dallas Securities Inc.15,150$306K0.1%-13.4%0.003%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,343,902$27.16M0.1%+16.2%0.228%
5/16/2025Advisors Asset Management Inc.35,261$713K0.0%+36.7%0.006%
5/16/2025Amundi72,192$1.46M0.0%+53.0%0.012%
5/15/2025PDT Partners LLC120,937$2.44M0.2%+154.4%0.021%
5/15/2025Royal Bank of Canada84,856$1.71M0.0%+28.8%0.014%
5/15/2025Retirement Planning Co of New England Inc.32,059$648K0.2%+17.3%0.005%
5/15/2025Baird Financial Group Inc.79,644$1.61M0.0%+36.5%0.014%
5/15/2025Canada Pension Plan Investment Board245,800$4.97M0.0%N/A0.042%
5/14/2025Comerica Bank23,803$481K0.0%+139.5%0.004%
5/14/2025Thematics Asset Management740,544$14.97M0.8%-1.9%0.126%
5/14/2025AlphaQuest LLC2,800$57K0.0%+318.5%0.000%
5/13/2025Raymond James Financial Inc.980,922$19.82M0.0%+12.1%0.167%
5/13/2025HighTower Advisors LLC33,955$686K0.0%+28.8%0.006%
5/12/2025 Zevenbergen Capital Investments LLC562,868$11.38M0.3%-23.3%0.096%
5/12/2025Invesco Ltd.228,379$4.62M0.0%-68.6%0.039%
5/12/2025Swiss National Bank82,400$1.67M0.0%+0.9%0.014%
5/12/2025Mitsubishi UFJ Asset Management Co. Ltd.17,208$348K0.0%+4.6%0.003%
5/9/2025Headlands Technologies LLC2,171$44K0.0%-95.9%0.000%
5/9/2025Charles Schwab Investment Management Inc.231,453$4.68M0.0%+0.2%0.039%
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5/9/2025Vanguard Group Inc.4,573,396$92.43M0.0%-8.0%0.777%
5/9/2025Atria Wealth Solutions Inc.35,410$716K0.0%N/A0.006%
5/9/2025IQ EQ FUND MANAGEMENT IRELAND Ltd23,158$468K0.1%N/A0.004%
5/9/2025Blair William & Co. IL135,798$2.74M0.0%+122.3%0.023%
5/9/2025PNC Financial Services Group Inc.5,932$120K0.0%+54.8%0.001%
5/8/2025US Bancorp DE5,323$108K0.0%-30.2%0.001%
5/8/2025XTX Topco Ltd16,010$324K0.0%N/A0.003%
5/8/2025Banque Cantonale Vaudoise12,109$245K0.0%N/A0.002%
5/7/2025TCW Group Inc.593,442$11.99M0.1%+1.8%0.101%
5/7/2025LPL Financial LLC68,531$1.39M0.0%+58.8%0.012%
5/7/2025ARK Investment Management LLC393,293$7.95M0.1%+106.9%0.067%
5/7/2025Baillie Gifford & Co.13,706,465$277.01M0.2%-1.4%2.329%
5/7/2025Freemont Management S.A.73,200$1.48M0.5%N/A0.012%
5/6/2025Cetera Investment Advisers61,674$1.25M0.0%+150.5%0.010%
5/6/2025Pinnacle Associates Ltd.17,265$349K0.0%N/A0.003%
5/2/2025DDD Partners LLC48,073$972K0.1%+65.9%0.008%
5/2/2025Victory Capital Management Inc.94,077$1.90M0.0%N/A0.016%
5/2/2025SBI Securities Co. Ltd.4,374$88K0.0%-32.6%0.001%
5/1/2025CWM LLC2,602$53K0.0%+408.2%0.000%
4/30/2025M&T Bank Corp20,768$420K0.0%+14.8%0.004%
4/30/2025Robocap Asset Management Ltd140,222$2.83M2.1%+143.1%0.024%
4/29/2025Envestnet Asset Management Inc.22,118$447K0.0%+19.3%0.004%
4/29/2025Bank of New York Mellon Corp60,554$1.22M0.0%+35.7%0.010%
4/25/2025 Taylor Frigon Capital Management LLC82,024$1.66M1.0%-1.5%0.014%
4/24/2025Mirae Asset Global Investments Co. Ltd.17,248$348K0.0%+21.3%0.003%
4/23/2025Western Wealth Management LLC11,450$231K0.0%-7.3%0.002%
4/23/2025Spire Wealth Management13,596$275K0.0%+8.0%0.002%
4/22/2025Cambridge Investment Research Advisors Inc.15,658$316K0.0%+21.2%0.003%
4/22/2025 Register Financial Advisors LLC119,767$2.42M1.3%+9.5%0.020%
4/18/2025Rakuten Securities Inc.10,298$208K0.1%+36.5%0.002%
4/17/2025 Vista Investment Partners LLC10,743$217K0.1%-4.9%0.002%
4/17/2025 Exchange Traded Concepts LLC680,734$13.76M0.2%+18.0%0.116%
4/16/2025 Wealth Enhancement Advisory Services LLC13,285$268K0.0%+11.4%0.002%
4/15/2025Ulland Investment Advisors LLC1,525$31K0.0%N/A0.000%
4/15/2025SG Americas Securities LLC33,986$687K0.0%+44.1%0.006%
4/14/2025 Bourne Lent Asset Management Inc.88,360$1.79M0.8%+1.3%0.015%
4/11/2025 Littlejohn Financial Services Inc.44,982$909K0.7%+36.0%0.008%
4/11/2025 Arkfeld Wealth Strategies L.L.C.27,593$590K0.2%N/A0.005%
4/9/2025180 Wealth Advisors LLC53,620$1.08M0.2%+38.8%0.009%
4/7/2025 GAMMA Investing LLC1,415$29K0.0%+1,812.2%0.000%
4/4/2025 Capital Market Strategies LLC48,162$973K0.6%+42.5%0.008%
3/17/2025 Wealth Enhancement Advisory Services LLC11,928$283K0.0%-6.5%0.002%
2/18/2025Sunbelt Securities Inc.12,830$313K0.0%-3.8%0.002%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC73,801$1.75M0.0%+26.4%0.013%
2/17/2025Twinbeech Capital LP20,256$480K0.0%N/A0.003%
2/17/2025Two Sigma Investments LP321,622$7.63M0.0%+26.2%0.055%
2/17/2025Tanaka Capital Management Inc.72,688$1.72M3.9%+68.7%0.012%
2/17/2025Main Management ETF Advisors LLC41,296$979K0.0%-8.2%0.007%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,156,364$27.47M0.1%-4.0%0.197%
2/17/2025Janus Henderson Group PLC179,516$4.26M0.0%+931.7%0.031%
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2/17/2025Ensign Peak Advisors Inc57,507$1.36M0.0%-72.3%0.010%
2/17/2025Frontier Capital Management Co. LLC620,966$14.72M0.1%-47.7%0.106%
2/17/2025Divisadero Street Capital Management LP187,317$4.44M0.5%N/A0.032%
2/17/2025CoreCap Advisors LLC5,529$131K0.0%+364.6%0.001%
2/17/2025Cetera Investment Advisers24,621$584K0.0%+5.7%0.004%
2/17/2025Bosun Asset Management LLC9,561$227K0.1%-53.5%0.002%
2/17/2025Bridgefront Capital LLC10,032$238K0.1%N/A0.002%
2/17/2025Captrust Financial Advisors8,776$208K0.0%-19.6%0.001%
2/17/2025Balyasny Asset Management L.P.36,048$855K0.0%-90.2%0.006%
2/17/2025Baird Financial Group Inc.58,340$1.38M0.0%-18.2%0.010%
(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, 236 institutional investors and hedge funds held shares of Symbotic. The most heavily invested institutionals were Walmart Inc. ($355.65M), Baillie Gifford & Co. ($277.01M), Vanguard Group Inc. ($92.43M), 1832 Asset Management L.P. ($54.17M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($27.16M), FMR LLC ($25.98M), and Amanah Holdings Trust ($19.82M).Learn more on Symbotic's institutional investors.

Which institutional investors have been buying Symbotic's stock?

Of the 213 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), Baillie Gifford & Co. ($14.07M), JPMorgan Chase & Co. ($3.11M), Raymond James Financial Inc. ($1.86M), Vanguard Group Inc. ($1.84M), 1832 Asset Management L.P. ($806.10K), and Canada Pension Plan Investment Board ($755.50K).

How much institutional buying is happening at Symbotic?

Institutional investors have bought a total of 33,050,142 shares in the last 24 months. This purchase volume represents approximately $819.89M in transactions.

Which of Symbotic's major shareholders have been selling company stock?

Of the 60 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: Zevenbergen Capital Investments LLC ($646.35K), Frontier Capital Management Co. LLC ($566.63K), Invesco Ltd. ($499.51K), Exchange Traded Concepts LLC ($473.12K), Vanguard Group Inc. ($396.90K), Baillie Gifford & Co. ($364.53K), and Balyasny Asset Management L.P. ($332.14K).

How much institutional selling is happening at Symbotic?

Institutional investors have sold a total of 5,260,257 shares in the last 24 months. This volume of shares sold represents approximately $130.47M in transactions.


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This page (NASDAQ:SYM) was last updated on 7/19/2025 by MarketBeat.com Staff
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