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Symbotic (SYM) Institutional Ownership

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$22.15 -1.23 (-5.26%)
Closing price 03/26/2025 04:00 PM Eastern
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$22.18 +0.03 (+0.14%)
As of 03/26/2025 07:57 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)
146
Total
Institutional Inflows
(last 12 months)
$1.26B
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$84.36M
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SYM Institutional Buying and Selling by Quarter

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Symbotic Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC11,928$283K0.0%-6.5%0.002%
2/18/2025 Sunbelt Securities Inc.12,830$313K0.0%-3.8%0.002%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC73,801$1.75M0.0%+26.4%0.013%
2/17/2025 Twinbeech Capital LP20,256$480K0.0%N/A0.003%
2/17/2025 Two Sigma Investments LP321,622$7.63M0.0%+26.2%0.055%
2/17/2025 Tanaka Capital Management Inc.72,688$1.72M3.9%+68.7%0.012%
2/17/2025 Main Management ETF Advisors LLC41,296$979K0.0%-8.2%0.007%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,156,364$27.47M0.1%-4.0%0.197%
2/17/2025 Janus Henderson Group PLC179,516$4.26M0.0%+931.7%0.031%
2/17/2025 Ensign Peak Advisors Inc57,507$1.36M0.0%-72.3%0.010%
2/17/2025 Frontier Capital Management Co. LLC620,966$14.72M0.1%-47.7%0.106%
2/17/2025 Divisadero Street Capital Management LP187,317$4.44M0.5%N/A0.032%
2/17/2025 CoreCap Advisors LLC5,529$131K0.0%+364.6%0.001%
2/17/2025 Cetera Investment Advisers24,621$584K0.0%+5.7%0.004%
2/17/2025 Bosun Asset Management LLC9,561$227K0.1%-53.5%0.002%
2/17/2025 Bridgefront Capital LLC10,032$238K0.1%N/A0.002%
2/17/2025 Captrust Financial Advisors8,776$208K0.0%-19.6%0.001%
2/17/2025 Balyasny Asset Management L.P.36,048$855K0.0%-90.2%0.006%
2/17/2025 Baird Financial Group Inc.58,340$1.38M0.0%-18.2%0.010%
2/17/2025 Bayesian Capital Management LP9,200$218K0.0%N/A0.002%
2/17/2025 Ameriprise Financial Inc.41,930$994K0.0%-58.0%0.007%
2/17/2025 AXA S.A.367,486$8.71M0.0%-2.3%0.063%
2/14/2025 Walmart Inc.15,000,000$355.65M97.2%N/A2.554%
2/14/2025 Comerica Bank9,938$236K0.0%-71.9%0.002%
2/14/2025 PDT Partners LLC47,540$1.13M0.1%N/A0.008%
2/14/2025 Northern Trust Corp110,148$2.61M0.0%+23.7%0.019%
2/14/2025 Susquehanna Fundamental Investments LLC44,432$1.05M0.0%N/A0.008%
2/14/2025 Hood River Capital Management LLC240,571$5.70M0.1%N/A0.041%
2/14/2025 Hsbc Holdings PLC25,074$601K0.0%N/A0.004%
2/14/2025 Stifel Financial Corp8,947$212K0.0%-12.2%0.002%
2/14/2025 Tower Research Capital LLC TRC 3,566$85K0.0%+40.0%0.001%
2/14/2025 Thematics Asset Management754,862$17.90M0.8%-28.0%0.129%
2/14/2025 Natixis34,906$828K0.0%N/A0.006%
2/14/2025 Ostrum Asset Management3,349$79K0.0%-26.8%0.001%
2/14/2025 Dimensional Fund Advisors LP49,781$1.18M0.0%-18.6%0.008%
2/14/2025 First Trust Advisors LP357,262$8.47M0.0%-41.6%0.061%
2/13/2025 Greenwood Gearhart Inc.14,217$337K0.0%N/A0.002%
2/13/2025 Barclays PLC8,762$208K0.0%-6.2%0.001%
2/13/2025 Next Century Growth Investors LLC45,582$1.08M0.1%-70.2%0.008%
2/13/2025 Capital Fund Management S.A.246,572$5.85M0.0%+72.0%0.042%
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2/13/2025 Raymond James Financial Inc.875,306$20.75M0.0%N/A0.149%
2/13/2025 Legal & General Group Plc420,147$9.96M0.0%-31.9%0.072%
2/13/2025 Invesco Ltd.727,890$17.26M0.0%+25.9%0.124%
2/13/2025 Envestnet Asset Management Inc.18,542$440K0.0%-4.9%0.003%
2/13/2025 Pilgrim Partners Asia Pte Ltd1,980$47K0.0%N/A0.000%
2/13/2025 Wells Fargo & Company MN123,621$2.93M0.0%-9.9%0.021%
2/12/2025 Geode Capital Management LLC505,114$11.98M0.0%+0.3%0.086%
2/12/2025 Headlands Technologies LLC53,032$1.26M0.1%N/A0.009%
2/12/2025 Allianz SE35,072$854K0.0%N/A0.006%
2/12/2025 Blair William & Co. IL61,091$1.45M0.0%-2.2%0.010%
2/12/2025 JPMorgan Chase & Co.17,349$411K0.0%-100.6%0.003%
2/12/2025 Mitsubishi UFJ Asset Management Co. Ltd.16,451$422K0.0%+11.1%0.003%
2/12/2025 Mitsubishi UFJ Trust & Banking Corp356,079$8.44M0.0%-3.3%0.061%
2/11/2025 Zevenbergen Capital Investments LLC733,436$17.39M0.4%-6.9%0.125%
2/11/2025 Congress Wealth Management LLC DE 15,000$356K0.0%N/A0.003%
2/11/2025 Vanguard Group Inc.4,970,292$117.85M0.0%+41.3%0.846%
2/11/2025 LPL Financial LLC43,167$1.02M0.0%+31.5%0.007%
2/11/2025 KLP Kapitalforvaltning AS8,200$194K0.0%N/A0.001%
2/11/2025 Sei Investments Co.58,335$1.38M0.0%N/A0.010%
2/11/2025 Virtu Financial LLC35,889$851K0.0%N/A0.006%
2/10/2025 Retirement Planning Co of New England Inc.27,328$648K0.3%-4.8%0.005%
2/10/2025 Commonwealth Equity Services LLC48,672$1.15M0.0%+1.3%0.008%
2/10/2025 Swiss National Bank81,700$1.94M0.0%+2.4%0.014%
2/10/2025 Rakuten Securities Inc.7,546$179K0.1%+2,200.6%0.001%
2/7/2025 HighTower Advisors LLC26,371$625K0.0%+13.0%0.004%
2/7/2025 Amundi47,199$1.12M0.0%+30.0%0.008%
2/7/2025 PNC Financial Services Group Inc.3,832$91K0.0%+146.1%0.001%
2/6/2025 Raymond James Financial Inc.875,306$20.75M0.0%N/A0.149%
2/6/2025 M&T Bank Corp18,095$429K0.0%+23.5%0.003%
2/6/2025 Charles Schwab Investment Management Inc.230,996$5.48M0.0%+5.4%0.039%
2/6/2025 Steward Partners Investment Advisory LLC28,381$673K0.0%-2.8%0.005%
2/6/2025 SBI Securities Co. Ltd.6,491$154K0.0%N/A0.001%
2/6/2025 Jones Financial Companies Lllp2,457$58K0.0%+154.1%0.000%
2/5/2025 US Bancorp DE7,624$181K0.0%-31.3%0.001%
2/5/2025 Private Trust Co. NA2,000$47K0.0%N/A0.000%
2/5/2025 Taylor Frigon Capital Management LLC83,233$1.97M1.0%+18.7%0.014%
2/4/2025 ARK Investment Management LLC190,067$4.51M0.0%N/A0.032%
2/4/2025 Bank of New York Mellon Corp44,607$1.06M0.0%-29.2%0.008%
2/4/2025 IFP Advisors Inc1,368$32K0.0%+58.2%0.000%
2/4/2025 TCW Group Inc.582,955$13.82M0.1%+51.7%0.099%
2/3/2025 Grove Street Fiduciary LLC8,445$200K0.1%N/A0.001%
2/3/2025 Handelsbanken Fonder AB11,900$282K0.0%+28.0%0.002%
2/3/2025 Alberta Investment Management Corp24,700$586K0.0%N/A0.004%
1/31/2025 Sanctuary Advisors LLC48,692$1.15M0.0%+15.4%0.008%
1/31/2025 AlphaCentric Advisors LLC20,000$474K0.5%-20.0%0.003%
1/31/2025 Baillie Gifford & Co.13,904,789$329.68M0.3%-1.2%2.367%
1/31/2025 DDD Partners LLC28,982$687K0.1%-7.6%0.005%
1/30/2025 Littlejohn Financial Services Inc.33,067$784K0.7%N/A0.006%
1/29/2025 Van ECK Associates Corp2,601$62K0.0%-25.6%0.000%
1/28/2025 Robocap Asset Management Ltd57,680$1.37M0.9%N/A0.010%
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1/24/2025 First Dallas Securities Inc.17,500$415K0.2%-46.0%0.003%
1/24/2025 Hodges Capital Management Inc.273,841$6.49M0.4%+7.9%0.047%
1/24/2025 Spire Wealth Management12,584$298K0.0%N/A0.002%
1/23/2025 Intergy Private Wealth LLC13,094$310K0.1%N/A0.002%
1/23/2025 Hunter Associates Investment Management LLC67,413$1.60M0.2%+6.8%0.011%
1/22/2025 Register Financial Advisors LLC109,417$2.59M1.3%-13.1%0.019%
1/21/2025 Vista Investment Partners LLC11,299$268K0.1%-43.1%0.002%
1/21/2025 Exchange Traded Concepts LLC576,666$13.67M0.3%-34.0%0.098%
1/17/2025 SG Americas Securities LLC23,585$559K0.0%N/A0.004%
1/17/2025 Bourne Lent Asset Management Inc.87,210$2.07M0.8%+34.8%0.015%
(Data available from 1/1/2016 forward)

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SYM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SYM shares?

During the previous two years, 223 institutional investors and hedge funds held shares of Symbotic. The most heavily invested institutionals were Walmart Inc. ($355.65M), Baillie Gifford & Co. ($329.68M), Vanguard Group Inc. ($117.85M), 1832 Asset Management L.P. ($54.17M), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($27.47M), Canada Pension Plan Investment Board ($27.28M), and FMR LLC ($25.98M).Learn more on SYM's institutional investors.

Which institutional investors have been buying Symbotic stock?

Of the 195 institutional investors that purchased Symbotic 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), Vanguard Group Inc. ($1.84M), Raymond James Financial Inc. ($1.75M), Exchange Traded Concepts LLC ($989.14K), and 1832 Asset Management L.P. ($806.10K).

How much institutional buying is happening at Symbotic?

Institutional investors have bought a total of 47,818,124 shares in the last 24 months. This purchase volume represents approximately $1.48B in transactions.

Which Symbotic major shareholders have been selling company stock?

Of the 79 institutional investors that sold Symbotic stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Frontier Capital Management Co. LLC ($1.44M), Exchange Traded Concepts LLC ($650.50K), Balyasny Asset Management L.P. ($332.14K), Thematics Asset Management ($293.31K), Nicholas Investment Partners LP ($292.44K), First Trust Advisors LP ($254.52K), and Legal & General Group Plc ($196.60K).

How much institutional selling is happening at Symbotic?

Institutional investors have sold a total of 5,269,640 shares in the last 24 months. This volume of shares sold represents approximately $168.09M in transactions.


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This page (NASDAQ:SYM) was last updated on 3/27/2025 by MarketBeat.com Staff
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