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Symbotic (SYM) Institutional Ownership

Symbotic logo
$23.99 +0.95 (+4.12%)
(As of 12/20/2024 05:40 PM ET)
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Institutional Ownership Changes (13F Filings) for Symbotic (NASDAQ:SYM)

Number of
Institutional Buyers
(last 12 months)
120
Total
Institutional Inflows
(last 12 months)
$786.51M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$43.88M
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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
12/11/2024 1ST Source Bank20,000$488K0.0%N/A0.003%
11/25/2024 Sanctuary Advisors LLC42,197$1.03M0.0%N/A0.007%
11/19/2024 Barclays PLC9,346$228K0.0%+1,105.9%0.002%
11/19/2024 TCW Group Inc.384,274$9.37M0.1%+0.8%0.066%
11/18/2024 Sunbelt Securities Inc.13,330$325K0.0%+161.6%0.002%
11/18/2024 First Dallas Securities Inc.32,400$790K0.3%+61.2%0.006%
11/16/2024 Geode Capital Management LLC503,758$12.29M0.0%+10.2%0.086%
11/15/2024 M&T Bank Corp14,650$357K0.0%+15.9%0.003%
11/15/2024 Barclays PLC9,346$228K0.0%+1,105.9%0.002%
11/15/2024 Tanaka Capital Management Inc.43,092$1.05M2.4%+3.7%0.007%
11/15/2024 MML Investors Services LLC10,292$251K0.0%-10.0%0.002%
11/15/2024 Hodges Capital Management Inc.253,730$6.19M0.4%-6.3%0.043%
11/15/2024 K2 Principal Fund L.P.10,000$244K0.0%+25.0%0.002%
11/15/2024 Main Management ETF Advisors LLC45,008$1.10M0.1%N/A0.008%
11/15/2024 National Bank of Canada FI3,557$87K0.0%+36.8%0.001%
11/15/2024 Tenzing Global Management LLC62,500$1.52M1.1%N/A0.011%
11/15/2024 State Street Corp319,235$7.79M0.0%+2.6%0.055%
11/15/2024 Stifel Financial Corp10,186$248K0.0%-41.1%0.002%
11/15/2024 Quadrature Capital Ltd8,968$219K0.0%N/A0.002%
11/15/2024 Quarry LP3,508$86K0.0%+89.9%0.001%
11/15/2024 HighTower Advisors LLC23,338$568K0.0%+9.5%0.004%
11/15/2024 Holocene Advisors LP49,224$1.20M0.0%N/A0.008%
11/14/2024 Arete Wealth Advisors LLC12,750$311K0.0%N/A0.002%
11/14/2024 Verition Fund Management LLC33,129$808K0.0%+33.8%0.006%
11/14/2024 Captrust Financial Advisors10,919$266K0.0%-79.2%0.002%
11/14/2024 Lattice Capital Management LLC10,000$244K0.2%-35.5%0.002%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC58,407$1.43M0.0%-21.2%0.010%
11/13/2024 Thematics Asset Management1,048,170$25.57M1.0%+30.1%0.179%
11/13/2024 FMR LLC1,065,229$25.98M0.0%-0.8%0.182%
11/12/2024 Crewe Advisors LLC1,913$47K0.0%-49.7%0.000%
11/12/2024 Raymond James Trust N.A.59,050$1.44M0.0%+55.7%0.010%
11/12/2024 Charles Schwab Investment Management Inc.219,074$5.34M0.0%+10.3%0.037%
11/12/2024 L & S Advisors Inc10,080$246K0.0%N/A0.002%
11/8/2024 Advisors Asset Management Inc.10,869$265K0.0%+30.6%0.002%
11/8/2024 Prospera Financial Services Inc19,018$464K0.0%N/A0.003%
11/7/2024 Quest Partners LLC2,523$62K0.0%+19,307.7%0.000%
11/7/2024 RiverPark Advisors LLC2,034$50K0.0%+147.1%0.000%
11/6/2024 Oppenheimer & Co. Inc.13,131$320K0.0%+76.6%0.002%
11/5/2024 Baillie Gifford & Co.14,070,999$343.19M0.3%+32.0%2.403%
11/5/2024 GSA Capital Partners LLP24,681$602K0.0%N/A0.004%
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11/1/2024 Atria Investments Inc10,950$267K0.0%+64.1%0.002%
10/30/2024 AlphaCentric Advisors LLC25,000$610K0.5%+25.0%0.004%
10/29/2024 Van ECK Associates Corp3,497$85K0.0%+28.4%0.001%
10/29/2024 Arcadia Investment Management Corp MI2,000$49K0.0%N/A0.000%
10/29/2024 Clear Creek Financial Management LLC11,200$273K0.0%N/A0.002%
10/29/2024 Farther Finance Advisors LLC1,221$30K0.0%-39.3%0.000%
10/28/2024 US Bancorp DE11,104$271K0.0%-18.3%0.002%
10/25/2024 Pinnacle Associates Ltd.10,225$249K0.0%-36.5%0.002%
10/24/2024 Hunter Associates Investment Management LLC63,093$1.53M0.2%+29.8%0.011%
10/24/2024 Wealth Enhancement Advisory Services LLC12,759$311K0.0%-24.1%0.002%
10/23/2024 Mirae Asset Global Investments Co. Ltd.14,513$370K0.0%-6.3%0.002%
10/23/2024 Taylor Frigon Capital Management LLC70,129$1.70M0.8%+4.9%0.012%
10/22/2024 International Assets Investment Management LLC63,658$1.55M0.0%+1,273,060.0%0.011%
10/21/2024 Castleview Partners LLC1,500$37K0.0%+50.0%0.000%
10/18/2024Raymond James & Associates609,041$14.86M0.0%-8.8%0.104%
10/17/2024 Vista Investment Partners LLC19,843$484K0.2%-28.9%0.003%
10/16/2024 nVerses Capital LLC5,900$144K0.1%+31.1%0.001%
10/16/2024 Bourne Lent Asset Management Inc.64,710$1.58M0.6%+4.9%0.011%
10/15/2024 NBC Securities Inc.1,088$26K0.0%-65.3%0.000%
10/10/2024 Essex Investment Management Co. LLC28,608$698K0.1%+54.6%0.005%
10/10/2024 Exchange Traded Concepts LLC873,987$21.32M0.5%+76.8%0.149%
9/4/2024 Ghisallo Capital Management LLC50,000$1.76M0.1%-50.0%0.009%
8/16/2024 Quarry LP1,847$65K0.0%N/A0.000%
8/16/2024 Sunbelt Securities Inc.5,095$179K0.0%+2,215.9%0.001%
8/16/2024 Driehaus Capital Management LLC195,498$6.87M0.1%-10.9%0.033%
8/15/2024 The Manufacturers Life Insurance Company8,655$304K0.0%+8.5%0.001%
8/15/2024 Millennium Management LLC335,649$11.80M0.0%+6,694.5%0.057%
8/15/2024 Marathon Capital Management42,055$1.48M0.4%+8.0%0.007%
8/15/2024 Maverick Capital Ltd.10,041$353K0.0%+29.0%0.002%
8/15/2024 AQR Capital Management LLC14,612$514K0.0%N/A0.002%
8/15/2024 AXA S.A.380,194$13.37M0.0%-1.9%0.065%
8/14/2024 Cubist Systematic Strategies LLC148,380$5.22M0.0%+327.8%0.025%
8/14/2024 K2 Principal Fund L.P.8,000$281K0.1%+60.0%0.001%
8/14/2024 Marshall Wace LLP119,651$4.21M0.0%N/A0.020%
8/13/2024 Ensign Peak Advisors Inc193,678$6.81M0.0%+3,622.4%0.033%
8/13/2024 Canada Pension Plan Investment Board775,900$27.28M0.0%+191.5%0.133%
8/12/2024 XTX Topco Ltd9,412$331K0.0%-13.5%0.002%
8/12/2024 Blair William & Co. IL56,030$1.97M0.0%+67.9%0.010%
8/9/2024 Dimensional Fund Advisors LP43,367$1.53M0.0%+24.1%0.007%
8/9/2024 Retirement Planning Co of New England Inc.19,551$687K0.4%+16.6%0.003%
8/7/2024 Levin Capital Strategies L.P.10,000$352K0.0%N/A0.002%
8/5/2024 Arizona State Retirement System9,863$347K0.0%+114.3%0.002%
8/3/2024 First Dallas Securities Inc.20,100$707K0.3%+4.1%0.003%
8/2/2024 Hodges Capital Management Inc.270,736$9.52M0.6%-14.3%0.046%
8/2/2024 Legacy Capital Wealth Partners LLC49,114$1.73M0.4%N/A0.008%
7/31/2024 nVerses Capital LLC4,500$158K0.1%N/A0.001%
7/31/2024 Van ECK Associates Corp2,723$96K0.0%+109.5%0.000%
7/31/2024Commonwealth Equity Services LLC30,996$1.09M0.0%+51.1%0.005%
7/31/2024Rothschild Investment LLC3,377$119K0.0%N/A0.001%
7/29/2024 Crewe Advisors LLC3,800$134K0.0%-9.5%0.001%
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7/29/2024 Zurcher Kantonalbank Zurich Cantonalbank6,309$222K0.0%+21.8%0.001%
7/26/2024 Skylands Capital LLC8,400$295K0.0%N/A0.001%
7/26/2024 Bank of New York Mellon Corp80,707$2.84M0.0%+9.6%0.014%
7/26/2024 AlphaCentric Advisors LLC20,000$703K0.5%-20.0%0.003%
7/25/2024 Raymond James Trust N.A.37,922$1.33M0.0%+10.8%0.006%
7/25/2024 Baillie Gifford & Co.10,660,949$374.84M0.3%+12.4%1.824%
7/25/2024 Lakeshore Financial Planning Inc.6,730$237K0.1%N/A0.001%
7/25/2024 RFP Financial Group LLC1,692$59K0.0%+22.4%0.000%
7/19/2024 Western Wealth Management LLC15,850$557K0.0%-7.6%0.003%
7/19/2024 Vista Investment Partners LLC27,899$981K0.3%+36.1%0.005%
(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, 174 institutional investors and hedge funds held shares of Symbotic. The most heavily invested institutionals were Baillie Gifford & Co. ($343.19M), Vanguard Group Inc. ($109.19M), 1832 Asset Management L.P. ($54.17M), Canada Pension Plan Investment Board ($27.28M), First Trust Advisors LP ($26.19M), FMR LLC ($25.98M), and Thematics Asset Management ($25.57M).Learn more on SYM's institutional investors.

Which institutional investors have been buying Symbotic stock?

Of the 155 institutional investors that purchased Symbotic stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Baillie Gifford & Co. ($14.07M), Exchange Traded Concepts LLC ($989.14K), 1832 Asset Management L.P. ($806.10K), Mirae Asset Global Investments Co. Ltd. ($714.90K), Raymond James & Associates ($644.92K), Canada Pension Plan Investment Board ($509.70K), and Vanguard Group Inc. ($386.09K).

How much institutional buying is happening at Symbotic?

Institutional investors have bought a total of 24,643,918 shares in the last 24 months. This purchase volume represents approximately $924.92M in transactions.

Which Symbotic major shareholders have been selling company stock?

Of the 51 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 ($875.72K), Exchange Traded Concepts LLC ($353.18K), Nicholas Investment Partners LP ($292.44K), Hodges Capital Management Inc. ($157.04K), Mirae Asset Global Investments Co. Ltd. ($147.30K), Royce & Associates LP ($78K), and Vanguard Group Inc. ($60.68K).

How much institutional selling is happening at Symbotic?

Institutional investors have sold a total of 2,564,651 shares in the last 24 months. This volume of shares sold represents approximately $103.95M in transactions.


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This page (NASDAQ:SYM) was last updated on 12/22/2024 by MarketBeat.com Staff
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