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Symbotic (SYM) Institutional Ownership

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$33.43 +3.67 (+12.33%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Symbotic (NASDAQ:SYM)

Number of
Institutional Buyers
(last 12 months)
121
Total
Institutional Inflows
(last 12 months)
$784.94M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$43.09M
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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
1/21/2025Vista Investment Partners LLC11,299$268K0.1%-43.1%0.002%
1/21/2025Exchange 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%
1/17/2025 MCF Advisors LLC3,564$85K0.0%N/A0.001%
1/15/2025 Bouvel Investment Partners LLC44,539$1.06M0.4%N/A0.008%
1/14/2025 Armstrong Advisory Group Inc.11,782$279K0.0%+122.2%0.002%
1/14/2025 180 Wealth Advisors LLC38,621$916K0.1%+5.6%0.007%
1/6/2025 Capital Market Strategies LLC33,805$802K0.5%N/A0.006%
12/11/20241ST Source Bank20,000$488K0.0%N/A0.003%
11/25/2024Sanctuary Advisors LLC42,197$1.03M0.0%N/A0.007%
11/19/2024Barclays PLC9,346$228K0.0%+1,105.9%0.002%
11/19/2024TCW Group Inc.384,274$9.37M0.1%+0.8%0.066%
11/18/2024Sunbelt Securities Inc.13,330$325K0.0%+161.6%0.002%
11/18/2024First Dallas Securities Inc.32,400$790K0.3%+61.2%0.006%
11/16/2024Geode Capital Management LLC503,758$12.29M0.0%+10.2%0.086%
11/15/2024M&T Bank Corp14,650$357K0.0%+15.9%0.003%
11/15/2024Barclays PLC9,346$228K0.0%+1,105.9%0.002%
11/15/2024Tanaka Capital Management Inc.43,092$1.05M2.4%+3.7%0.007%
11/15/2024MML Investors Services LLC10,292$251K0.0%-10.0%0.002%
11/15/2024Hodges Capital Management Inc.253,730$6.19M0.4%-6.3%0.043%
11/15/2024K2 Principal Fund L.P.10,000$244K0.0%+25.0%0.002%
11/15/2024Main Management ETF Advisors LLC45,008$1.10M0.1%N/A0.008%
11/15/2024National Bank of Canada FI3,557$87K0.0%+36.8%0.001%
11/15/2024Tenzing Global Management LLC62,500$1.52M1.1%N/A0.011%
11/15/2024State Street Corp319,235$7.79M0.0%+2.6%0.055%
11/15/2024Stifel Financial Corp10,186$248K0.0%-41.1%0.002%
11/15/2024Quadrature Capital Ltd8,968$219K0.0%N/A0.002%
11/15/2024Quarry LP3,508$86K0.0%+89.9%0.001%
11/15/2024HighTower Advisors LLC23,338$568K0.0%+9.5%0.004%
11/15/2024Holocene Advisors LP49,224$1.20M0.0%N/A0.008%
11/14/2024Arete Wealth Advisors LLC12,750$311K0.0%N/A0.002%
11/14/2024Verition Fund Management LLC33,129$808K0.0%+33.8%0.006%
11/14/2024Captrust Financial Advisors10,919$266K0.0%-79.2%0.002%
11/14/2024Lattice Capital Management LLC10,000$244K0.2%-35.5%0.002%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC58,407$1.43M0.0%-21.2%0.010%
11/13/2024Thematics Asset Management1,048,170$25.57M1.0%+30.1%0.179%
11/13/2024FMR LLC1,065,229$25.98M0.0%-0.8%0.182%
11/12/2024Crewe Advisors LLC1,913$47K0.0%-49.7%0.000%
11/12/2024Raymond James Trust N.A.59,050$1.44M0.0%+55.7%0.010%
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11/12/2024Charles Schwab Investment Management Inc.219,074$5.34M0.0%+10.3%0.037%
11/12/2024L & S Advisors Inc10,080$246K0.0%N/A0.002%
11/8/2024Advisors Asset Management Inc.10,869$265K0.0%+30.6%0.002%
11/8/2024Prospera Financial Services Inc19,018$464K0.0%N/A0.003%
11/7/2024Quest Partners LLC2,523$62K0.0%+19,307.7%0.000%
11/7/2024RiverPark Advisors LLC2,034$50K0.0%+147.1%0.000%
11/6/2024Oppenheimer & Co. Inc.13,131$320K0.0%+76.6%0.002%
11/5/2024Baillie Gifford & Co.14,070,999$343.19M0.3%+32.0%2.403%
11/5/2024GSA Capital Partners LLP24,681$602K0.0%N/A0.004%
11/1/2024Atria Investments Inc10,950$267K0.0%+64.1%0.002%
10/30/2024AlphaCentric Advisors LLC25,000$610K0.5%+25.0%0.004%
10/29/2024Van ECK Associates Corp3,497$85K0.0%+28.4%0.001%
10/29/2024Arcadia Investment Management Corp MI2,000$49K0.0%N/A0.000%
10/29/2024Clear Creek Financial Management LLC11,200$273K0.0%N/A0.002%
10/29/2024Farther Finance Advisors LLC1,221$30K0.0%-39.3%0.000%
10/28/2024US Bancorp DE11,104$271K0.0%-18.3%0.002%
10/25/2024Pinnacle Associates Ltd.10,225$249K0.0%-36.5%0.002%
10/24/2024Hunter 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%
10/23/2024Mirae Asset Global Investments Co. Ltd.14,513$370K0.0%-6.3%0.002%
10/23/2024Taylor 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%
10/21/2024Castleview Partners LLC1,500$37K0.0%+50.0%0.000%
10/18/2024Raymond James & Associates609,041$14.86M0.0%-8.8%0.104%
10/17/2024Vista Investment Partners LLC19,843$484K0.2%-28.9%0.003%
10/16/2024nVerses 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%
10/15/2024NBC Securities Inc.1,088$26K0.0%-65.3%0.000%
10/10/2024Essex Investment Management Co. LLC28,608$698K0.1%+54.6%0.005%
10/10/2024Exchange Traded Concepts LLC873,987$21.32M0.5%+76.8%0.149%
9/4/2024Ghisallo Capital Management LLC50,000$1.76M0.1%-50.0%0.009%
8/16/2024Quarry LP1,847$65K0.0%N/A0.000%
8/16/2024Sunbelt Securities Inc.5,095$179K0.0%+2,215.9%0.001%
8/16/2024Driehaus Capital Management LLC195,498$6.87M0.1%-10.9%0.033%
8/15/2024The Manufacturers Life Insurance Company8,655$304K0.0%+8.5%0.001%
8/15/2024Millennium Management LLC335,649$11.80M0.0%+6,694.5%0.057%
8/15/2024Marathon Capital Management42,055$1.48M0.4%+8.0%0.007%
8/15/2024Maverick Capital Ltd.10,041$353K0.0%+29.0%0.002%
8/15/2024AQR Capital Management LLC14,612$514K0.0%N/A0.002%
8/15/2024AXA S.A.380,194$13.37M0.0%-1.9%0.065%
8/14/2024Cubist Systematic Strategies LLC148,380$5.22M0.0%+327.8%0.025%
8/14/2024K2 Principal Fund L.P.8,000$281K0.1%+60.0%0.001%
8/14/2024Marshall Wace LLP119,651$4.21M0.0%N/A0.020%
8/13/2024Ensign Peak Advisors Inc193,678$6.81M0.0%+3,622.4%0.033%
8/13/2024Canada Pension Plan Investment Board775,900$27.28M0.0%+191.5%0.133%
8/12/2024XTX Topco Ltd9,412$331K0.0%-13.5%0.002%
8/12/2024Blair William & Co. IL56,030$1.97M0.0%+67.9%0.010%
8/9/2024Dimensional Fund Advisors LP43,367$1.53M0.0%+24.1%0.007%
8/9/2024Retirement Planning Co of New England Inc.19,551$687K0.4%+16.6%0.003%
8/7/2024Levin Capital Strategies L.P.10,000$352K0.0%N/A0.002%
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8/5/2024Arizona State Retirement System9,863$347K0.0%+114.3%0.002%
8/3/2024First Dallas Securities Inc.20,100$707K0.3%+4.1%0.003%
8/2/2024Hodges Capital Management Inc.270,736$9.52M0.6%-14.3%0.046%
8/2/2024Legacy Capital Wealth Partners LLC49,114$1.73M0.4%N/A0.008%
7/31/2024nVerses Capital LLC4,500$158K0.1%N/A0.001%
7/31/2024Van 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%
7/29/2024Crewe Advisors LLC3,800$134K0.0%-9.5%0.001%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank6,309$222K0.0%+21.8%0.001%
(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, 178 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 159 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 24,774,781 shares in the last 24 months. This purchase volume represents approximately $928.09M 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 ($650.50K), 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 2,870,516 shares in the last 24 months. This volume of shares sold represents approximately $111.21M in transactions.


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This page (NASDAQ:SYM) was last updated on 1/21/2025 by MarketBeat.com Staff
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