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Symbotic (SYM) Institutional Ownership

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$20.76 +0.35 (+1.71%)
Closing price 04:00 PM Eastern
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$20.35 -0.41 (-1.97%)
As of 07:51 PM Eastern
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Institutional Ownership Changes (13F Filings) for Symbotic (NASDAQ:SYM)

Number of
Institutional Buyers
(last 12 months)
149
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
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%
4/14/2025Bourne 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%
4/9/2025 180 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%
3/17/2025Wealth 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%
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%
2/17/2025Bayesian Capital Management LP9,200$218K0.0%N/A0.002%
2/17/2025Ameriprise Financial Inc.41,930$994K0.0%-58.0%0.007%
2/17/2025AXA S.A.367,486$8.71M0.0%-2.3%0.063%
2/14/2025Walmart Inc.15,000,000$355.65M97.2%N/A2.554%
2/14/2025Comerica Bank9,938$236K0.0%-71.9%0.002%
2/14/2025PDT Partners LLC47,540$1.13M0.1%N/A0.008%
2/14/2025Northern Trust Corp110,148$2.61M0.0%+23.7%0.019%
2/14/2025Susquehanna Fundamental Investments LLC44,432$1.05M0.0%N/A0.008%
2/14/2025Hood River Capital Management LLC240,571$5.70M0.1%N/A0.041%
2/14/2025Hsbc Holdings PLC25,074$601K0.0%N/A0.004%
2/14/2025Stifel Financial Corp8,947$212K0.0%-12.2%0.002%
2/14/2025Tower Research Capital LLC TRC 3,566$85K0.0%+40.0%0.001%
2/14/2025Thematics Asset Management754,862$17.90M0.8%-28.0%0.129%
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2/14/2025Natixis34,906$828K0.0%N/A0.006%
2/14/2025Ostrum Asset Management3,349$79K0.0%-26.8%0.001%
2/14/2025Dimensional Fund Advisors LP49,781$1.18M0.0%-18.6%0.008%
2/14/2025First Trust Advisors LP357,262$8.47M0.0%-41.6%0.061%
2/13/2025Greenwood Gearhart Inc.14,217$337K0.0%N/A0.002%
2/13/2025Barclays PLC8,762$208K0.0%-6.2%0.001%
2/13/2025Next Century Growth Investors LLC45,582$1.08M0.1%-70.2%0.008%
2/13/2025Capital Fund Management S.A.246,572$5.85M0.0%+72.0%0.042%
2/13/2025Raymond James Financial Inc.875,306$20.75M0.0%N/A0.149%
2/13/2025Legal & General Group Plc420,147$9.96M0.0%-31.9%0.072%
2/13/2025Invesco Ltd.727,890$17.26M0.0%+25.9%0.124%
2/13/2025Envestnet Asset Management Inc.18,542$440K0.0%-4.9%0.003%
2/13/2025Pilgrim Partners Asia Pte Ltd1,980$47K0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN123,621$2.93M0.0%-9.9%0.021%
2/12/2025Geode Capital Management LLC505,114$11.98M0.0%+0.3%0.086%
2/12/2025Headlands Technologies LLC53,032$1.26M0.1%N/A0.009%
2/12/2025Allianz SE35,072$854K0.0%N/A0.006%
2/12/2025Blair William & Co. IL61,091$1.45M0.0%-2.2%0.010%
2/12/2025JPMorgan Chase & Co.17,349$411K0.0%-100.6%0.003%
2/12/2025Mitsubishi UFJ Asset Management Co. Ltd.16,451$422K0.0%+11.1%0.003%
2/12/2025Mitsubishi UFJ Trust & Banking Corp356,079$8.44M0.0%-3.3%0.061%
2/11/2025Zevenbergen Capital Investments LLC733,436$17.39M0.4%-6.9%0.125%
2/11/2025Congress Wealth Management LLC DE15,000$356K0.0%N/A0.003%
2/11/2025Vanguard Group Inc.4,970,292$117.85M0.0%+41.3%0.846%
2/11/2025LPL Financial LLC43,167$1.02M0.0%+31.5%0.007%
2/11/2025KLP Kapitalforvaltning AS8,200$194K0.0%N/A0.001%
2/11/2025Sei Investments Co.58,335$1.38M0.0%N/A0.010%
2/11/2025Virtu Financial LLC35,889$851K0.0%N/A0.006%
2/10/2025Retirement Planning Co of New England Inc.27,328$648K0.3%-4.8%0.005%
2/10/2025Commonwealth Equity Services LLC48,672$1.15M0.0%+1.3%0.008%
2/10/2025Swiss National Bank81,700$1.94M0.0%+2.4%0.014%
2/10/2025Rakuten Securities Inc.7,546$179K0.1%+2,200.6%0.001%
2/7/2025HighTower Advisors LLC26,371$625K0.0%+13.0%0.004%
2/7/2025Amundi47,199$1.12M0.0%+30.0%0.008%
2/7/2025PNC Financial Services Group Inc.3,832$91K0.0%+146.1%0.001%
2/6/2025Raymond James Financial Inc.875,306$20.75M0.0%N/A0.149%
2/6/2025M&T Bank Corp18,095$429K0.0%+23.5%0.003%
2/6/2025Charles Schwab Investment Management Inc.230,996$5.48M0.0%+5.4%0.039%
2/6/2025Steward Partners Investment Advisory LLC28,381$673K0.0%-2.8%0.005%
2/6/2025SBI Securities Co. Ltd.6,491$154K0.0%N/A0.001%
2/6/2025Jones Financial Companies Lllp2,457$58K0.0%+154.1%0.000%
2/5/2025US Bancorp DE7,624$181K0.0%-31.3%0.001%
2/5/2025Private Trust Co. NA2,000$47K0.0%N/A0.000%
2/5/2025Taylor Frigon Capital Management LLC83,233$1.97M1.0%+18.7%0.014%
2/4/2025ARK Investment Management LLC190,067$4.51M0.0%N/A0.032%
2/4/2025Bank of New York Mellon Corp44,607$1.06M0.0%-29.2%0.008%
2/4/2025IFP Advisors Inc1,368$32K0.0%+58.2%0.000%
2/4/2025TCW Group Inc.582,955$13.82M0.1%+51.7%0.099%
2/3/2025Grove Street Fiduciary LLC8,445$200K0.1%N/A0.001%
2/3/2025Handelsbanken Fonder AB11,900$282K0.0%+28.0%0.002%
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2/3/2025Alberta Investment Management Corp24,700$586K0.0%N/A0.004%
1/31/2025Sanctuary Advisors LLC48,692$1.15M0.0%+15.4%0.008%
1/31/2025AlphaCentric Advisors LLC20,000$474K0.5%-20.0%0.003%
1/31/2025Baillie Gifford & Co.13,904,789$329.68M0.3%-1.2%2.367%
1/31/2025DDD Partners LLC28,982$687K0.1%-7.6%0.005%
1/30/2025 Littlejohn Financial Services Inc.33,067$784K0.7%N/A0.006%
1/29/2025Van ECK Associates Corp2,601$62K0.0%-25.6%0.000%
1/28/2025Robocap Asset Management Ltd57,680$1.37M0.9%N/A0.010%
1/24/2025First Dallas Securities Inc.17,500$415K0.2%-46.0%0.003%
1/24/2025Hodges Capital Management Inc.273,841$6.49M0.4%+7.9%0.047%
(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, 226 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 197 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), 1832 Asset Management L.P. ($806.10K), and Mirae Asset Global Investments Co. Ltd. ($714.90K).

How much institutional buying is happening at Symbotic?

Institutional investors have bought a total of 47,103,786 shares in the last 24 months. This purchase volume represents approximately $1.46B 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 4/15/2025 by MarketBeat.com Staff
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