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Symbotic (SYM) Institutional Ownership

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$48.92 +0.44 (+0.91%)
Closing price 03:59 PM Eastern
Extended Trading
$49.10 +0.18 (+0.36%)
As of 04:11 PM Eastern
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Institutional Ownership Changes (13F Filings) for Symbotic (NASDAQ:SYM)

Number of
Institutional Buyers
(last 12 months)
179
Total
Institutional Inflows
(last 12 months)
$776.78M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$176.43M
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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
9/3/2025American Trust5,401$210K0.0%N/A0.001%
8/29/2025Total Investment Management Inc.3,400$132K0.0%N/A0.001%
8/26/2025Thrivent Financial for Lutherans6,573$245K0.0%N/A0.001%
8/16/2025FORA Capital LLC9,977$388K0.0%N/A0.002%
8/16/2025Headlands Technologies LLC6,508$253K0.0%+199.8%0.001%
8/15/2025Rakuten Securities Inc.8,817$343K0.1%-14.4%0.001%
8/15/2025Captrust Financial Advisors10,582$411K0.0%N/A0.002%
8/15/2025Vident Advisory LLC11,316$440K0.0%N/A0.002%
8/15/2025Tidal Investments LLC5,246$204K0.0%N/A0.001%
8/15/2025Lazard Asset Management LLC4,321$167K0.0%N/A0.001%
8/15/2025BNP Paribas Financial Markets302,788$11.76M0.0%-61.9%0.051%
8/15/2025Brevan Howard Capital Management LP8,226$320K0.0%N/A0.001%
8/15/2025Ameriprise Financial Inc.21,245$825K0.0%-28.0%0.004%
8/14/2025PDT Partners LLC33,908$1.32M0.1%-72.0%0.006%
8/14/2025California State Teachers Retirement System51,622$2.01M0.0%+44.3%0.009%
8/14/2025Raymond James Financial Inc.970,198$37.69M0.0%-1.1%0.165%
8/14/2025Bayesian Capital Management LP13,453$523K0.1%N/A0.002%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,321,225$51.21M0.1%-1.7%0.224%
8/14/2025The Manufacturers Life Insurance Company 8,544$332K0.0%N/A0.001%
8/14/2025Sei Investments Co.90,501$3.52M0.0%+55.1%0.015%
8/14/2025Marathon Capital Management106,170$4.13M1.1%-2.0%0.018%
8/14/2025Nebula Research & Development LLC12,902$501K0.0%N/A0.002%
8/14/2025Frontier Capital Management Co. LLC554,565$21.55M0.2%-19.8%0.094%
8/14/2025NewEdge Advisors LLC1,276$50K0.0%+81.5%0.000%
8/14/2025AXA S.A.276,751$10.75M0.0%-22.8%0.047%
8/14/2025Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna121,495$4.72M1.9%N/A0.021%
8/14/2025Thematics Asset Management611,494$23.76M1.1%-17.4%0.104%
8/14/2025Vega Investment Solutions1,101$43K0.0%-46.5%0.000%
8/14/2025WINTON GROUP Ltd35,184$1.37M0.1%N/A0.006%
8/14/2025Hood River Capital Management LLC424,526$16.49M0.2%+16.1%0.072%
8/14/2025Natixis44,738$1.74M0.0%+3.2%0.008%
8/13/2025Bosun Asset Management LLC18,752$729K0.2%N/A0.003%
8/13/2025Cresset Asset Management LLC6,875$267K0.0%N/A0.001%
8/13/2025Baird Financial Group Inc.54,396$2.11M0.0%-31.7%0.009%
8/13/2025First Trust Advisors LP279,490$10.86M0.0%-19.9%0.047%
8/13/2025EverSource Wealth Advisors LLC38,866$1.51M0.1%+19,831.3%0.007%
8/13/2025Invesco Ltd.304,207$11.82M0.0%+33.2%0.052%
8/13/20251832 Asset Management L.P.51,000$1.98M0.0%N/A0.009%
8/13/2025IAG Wealth Partners LLC820$32K0.0%N/A0.000%
8/13/2025Grove Street Fiduciary LLC8,445$328K0.2%N/A0.001%
8/13/2025M&T Bank Corp24,852$966K0.0%+19.7%0.004%
8/13/2025Willis Johnson & Associates Inc.7,200$280K0.0%N/A0.001%
8/13/2025Legacy Capital Wealth Partners LLC53,174$2.07M0.4%+8.3%0.009%
8/13/2025Russell Investments Group Ltd.20,698$804K0.0%N/A0.004%
8/12/2025J.W. Cole Advisors Inc.10,649$414K0.0%N/A0.002%
8/12/2025SlateStone Wealth LLC6,395$248K0.0%N/A0.001%
8/12/2025Advisors Asset Management Inc.50,937$1.98M0.0%+44.5%0.009%
8/12/2025Steward Partners Investment Advisory LLC32,806$1.28M0.0%+5.5%0.006%
8/12/2025Global Retirement Partners LLC7,194$279K0.0%N/A0.001%
8/12/2025Franklin Resources Inc.8,336$324K0.0%N/A0.001%
8/12/2025Legal & General Group Plc393,727$15.30M0.0%-18.7%0.067%
8/12/2025Swiss National Bank92,600$3.60M0.0%+12.4%0.016%
8/12/2025Handelsbanken Fonder AB37,743$1.47M0.0%+217.2%0.006%
8/12/2025Main Management ETF Advisors LLC29,320$1.14M0.0%+1.7%0.005%
8/12/2025Ensign Peak Advisors Inc223,141$8.67M0.0%+12.7%0.038%
8/11/2025Rothschild Investment LLC700$27K0.0%-41.7%0.000%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH8,489$330K0.0%N/A0.001%
8/8/2025Cetera Investment Advisers28,011$1.09M0.0%-54.6%0.005%
8/8/2025SG Americas Securities LLC14,625$568K0.0%-57.0%0.002%
8/8/2025Geode Capital Management LLC551,216$21.42M0.0%+0.9%0.093%
8/8/2025PNC Financial Services Group Inc.6,354$247K0.0%+7.1%0.001%
8/8/2025KBC Group NV1,699$66K0.0%N/A0.000%
8/8/2025Mitsubishi UFJ Trust & Banking Corp305,611$11.87M0.0%-10.3%0.052%
8/8/2025SBI Securities Co. Ltd.6,259$243K0.0%+43.1%0.001%
8/7/2025Hodges Capital Management Inc.7,050$274K0.0%-50.9%0.001%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.22,369$869K0.0%+30.0%0.004%
8/7/2025Freemont Management S.A.95,600$3.71M0.6%+30.6%0.016%
8/6/2025Prospera Financial Services Inc22,168$861K0.0%N/A0.004%
8/6/2025Penserra Capital Management LLC44,419$1.73M0.0%N/A0.008%
8/6/2025Black Swift Group LLC53,300$2.07M0.4%N/A0.009%
8/6/2025Moors & Cabot Inc.5,730$223K0.0%N/A0.001%
8/5/2025Hunter Associates Investment Management LLC9,225$361K0.1%N/A0.002%
8/4/2025Spire Wealth Management19,404$754K0.0%+42.7%0.003%
8/4/2025Robocap Asset Management Ltd95,412$3.71M2.3%-32.0%0.016%
8/1/2025IQ EQ FUND MANAGEMENT IRELAND Ltd36,527$1.42M0.1%+57.7%0.006%
8/1/2025Teacher Retirement System of Texas7,315$284K0.0%N/A0.001%
8/1/2025Y Intercept Hong Kong Ltd141,664$5.50M0.1%N/A0.024%
7/31/2025DDD Partners LLC115,079$4.47M0.5%+139.4%0.020%
7/31/2025AlphaQuest LLC2,232$87K0.0%-20.3%0.000%
7/31/2025180 Wealth Advisors LLC58,521$2.27M0.3%+9.1%0.010%
7/30/2025ARK Investment Management LLC445,498$17.31M0.1%+13.3%0.076%
7/30/2025Onyx Bridge Wealth Group LLC8,765$341K0.0%N/A0.001%
7/30/2025Gables Capital Management Inc.1,000$39K0.0%N/A0.000%
7/30/2025Phoenix Financial Ltd.6,300$245K0.0%N/A0.001%
7/29/2025JTC Employer Solutions Trustee Ltd2,694$105K0.0%N/A0.000%
7/29/2025Private Trust Co. NA2,200$85K0.0%+10.0%0.000%
7/25/2025Atria Wealth Solutions Inc.37,133$1.44M0.0%+4.9%0.006%
7/25/2025CWM LLC11,363$441K0.0%+336.7%0.002%
7/25/2025Vanguard Personalized Indexing Management LLC5,287$205K0.0%N/A0.001%
7/25/2025Concurrent Investment Advisors LLC7,325$285K0.0%N/A0.001%
7/24/2025Ulland Investment Advisors LLC2,225$86K0.1%+45.9%0.000%
7/24/2025Blair William & Co. IL131,319$5.10M0.0%-3.3%0.022%
7/23/2025Vontobel Holding Ltd.5,800$225K0.0%N/A0.001%
7/23/2025KLP Kapitalforvaltning AS10,000$388K0.0%+22.0%0.002%
7/23/2025Tyche Wealth Partners LLC10,365$403K0.1%N/A0.002%
7/21/2025Mirae Asset Global Investments Co. Ltd.18,519$719K0.0%+7.4%0.003%
7/21/2025J. Safra Sarasin Holding AG6,000$233K0.0%N/A0.001%
7/18/2025PFG Investments LLC6,565$255K0.0%N/A0.001%
7/17/2025Taylor Frigon Capital Management LLC76,665$2.98M1.6%-6.5%0.013%
7/16/2025Register Financial Advisors LLC100,717$3.91M1.7%-15.9%0.017%
(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, 267 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), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. ($51.21M), Raymond James Financial Inc. ($37.69M), FMR LLC ($25.98M), and Thematics Asset Management ($23.76M).Learn more on Symbotic's institutional investors.

Which institutional investors have been buying Symbotic's stock?

Of the 244 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), Canada Pension Plan Investment Board ($755.50K), and 1832 Asset Management L.P. ($741.90K).

How much institutional buying is happening at Symbotic?

Institutional investors have bought a total of 31,691,818 shares in the last 24 months. This purchase volume represents approximately $776.78M in transactions.

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

Of the 68 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: Frontier Capital Management Co. LLC ($703.39K), Zevenbergen Capital Investments LLC ($646.35K), Invesco Ltd. ($499.51K), BNP Paribas Financial Markets ($491.80K), Exchange Traded Concepts LLC ($473.12K), Thematics Asset Management ($436.68K), and Vanguard Group Inc. ($396.90K).

How much institutional selling is happening at Symbotic?

Institutional investors have sold a total of 6,430,632 shares in the last 24 months. This volume of shares sold represents approximately $176.43M in transactions.


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This page (NASDAQ:SYM) was last updated on 9/10/2025 by MarketBeat.com Staff
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