SymboticSYM
13F holders, Q1 2024 (March 31)235holders
4famous investors
$44.84avg. 13F price*
At the end of Q1 2024, 235 institutions reported holding Symbotic Inc. (SYM) in their 13F filings. The largest holders were Softbank Group Corp. ($1.8B), Baillie Gifford & Co. ($426.8M) and SVF Sponsor III (DE) LLC ($409.1M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Lee Ainslie (0.0% of Maverick Capital's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Symbotic Inc.
- CUSIP
- 87151X101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 85 | $577.2M |
| Exits | 48 | $119.5M |
Ownership 235 holders
| Softbank Group Corp. | 9.40% | No change | 39,825,312 | $1.8B |
| Baillie Gifford & Co. | 0.33% | New | 9,483,371 | $426.8M |
| SVF Sponsor III (DE) LLC | 100.00% | No change | 9,090,000 | $409.1M |
| Vanguard Group Inc. | 0.00% | Add +16.6% | 2,426,420 | $109.2M |
| Invesco Ltd. | 0.01% | Add +219.4% | 1,047,973 | $47.2M |
| FMR LLC | 0.00% | Add +39.8% | 853,598 | $38.4M |
| BlackRock Inc. | 0.00% | Add +74.5% | 713,518 | $32.1M |
| Raymond James & Associates | 0.02% | Add +6.3% | 616,391 | $27.7M |
| First Trust Advisors LP | 0.03% | Add +9.8% | 560,037 | $25.2M |
| J. Goldman & Co LP | 0.96% | New | 469,440 | $21.1M |
| Geode Capital Management, LLC | 0.00% | Add +81.6% | 411,261 | $18.5M |
| AXA S.A. | 0.05% | New | 387,490 | $17.4M |
| Exchange Traded Concepts, LLC | 0.45% | Add +50.9% | 386,727 | $17.4M |
| TCW Group Inc. | 0.17% | Add +22.3% | 383,683 | $17.3M |
| Thematics Asset Management | 0.72% | New | 383,038 | $17.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +0.2% | 369,646 | $16.6M |
| Zevenbergen Capital Investments LLC | 0.35% | Add +1826.2% | 361,167 | $16.3M |
| Frontier Capital Management Co. LLC | 0.14% | Add +118.9% | 330,917 | $14.9M |
| Hodges Capital Management Inc. | 0.90% | Reduce -23.1% | 315,891 | $14.2M |
| S Squared Technology, LLC | 6.41% | Add +14.8% | 310,000 | $13.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -17.3% | 568,577 | $13.9M |
| Legal & General Group Plc | 0.00% | Add +39.4% | 286,460 | $12.9M |
| Morgan Stanley | 0.00% | Reduce -8.4% | 280,224 | $12.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | New | 271,529 | $12.2M |
| Citadel Advisors | 0.01% | Add +89.5% | 266,379 | $12.0M |
| Canada Pension Plan Investment Board | 0.01% | New | 266,200 | $12.0M |
| Wells Fargo & Company | 0.00% | Add +51.1% | 259,314 | $11.7M |
| State Street Corp. | 0.00% | Add +38.9% | 240,114 | $10.8M |
| Driehaus Capital Management LLC | 0.10% | Reduce -25.8% | 219,402 | $9.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +115.0% | 193,056 | $8.7M |
| Ameriprise Financial Inc. | 0.00% | Add +228.9% | 147,843 | $6.6M |
| Anomaly Capital Management, LP | 0.20% | New | 126,134 | $5.7M |
| Man Group plc | 0.02% | New | 121,856 | $5.5M |
| Susquehanna International Group, LLP | 0.01% | Add +719.0% | 118,175 | $5.3M |
| Barclays PLC | 0.00% | Add +3115.8% | 113,067 | $5.1M |
| Voya Investment Management LLC | 0.01% | New | 111,570 | $5.0M |
| UBS Group AG | 0.00% | Add +15.3% | 108,656 | $4.9M |
| Scopus Asset Management, L.P. | 0.16% | Add +16.2% | 107,534 | $4.8M |
| Monashee Investment Management LLC | 0.57% | New | 105,161 | $4.7M |
| Alyeska Investment Group, L.P. | 0.03% | New | 103,217 | $4.6M |
| Ghisallo Capital Management LLC | 0.57% | New | 100,000 | $4.5M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1.77% | New | 104,069 | $4.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +189.7% | 97,509 | $4.4M |
| Two Sigma Investments, LP | 0.01% | Reduce -79.6% | 97,341 | $4.4M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -89.3% | 94,886 | $4.3M |
| Hussman Strategic Advisors, Inc. | 0.99% | Add +50.0% | 94,500 | $4.3M |
| Baird Financial Group, Inc. | 0.01% | Add +45.5% | 91,696 | $4.1M |
| Royal Bank of Canada | 0.00% | Add +24.7% | 85,836 | $3.9M |
| Washington Harbour Partners LP | 6.22% | Add +45.6% | 85,300 | $3.8M |
| Sandler Capital Management | 0.42% | New | 76,449 | $3.4M |
| Capstone Investment Advisors, LLC | 0.11% | New | 73,658 | $3.3M |
| Bank of New York Mellon Corp | 0.00% | Add +8.4% | 73,649 | $3.3M |
| Next Century Growth Investors LLC | 0.28% | Add +1263.4% | 71,812 | $3.2M |
| Northern Trust Corp. | 0.00% | Add +82.7% | 70,053 | $3.2M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +73.5% | 69,408 | $3.1M |
| Taylor Frigon Capital Management LLC | 1.44% | Add +7.0% | 66,962 | $3.0M |
| Nicholas Investment Partners, LP | 0.33% | Reduce -59.7% | 65,089 | $2.9M |
| Simplex Trading, LLC | 0.08% | New | 62,960 | $2.8M |
| Twinbeech Capital LP | 0.06% | New | 62,482 | $2.8M |
| Bank of America Corp. | 0.00% | Reduce -72.3% | 62,147 | $2.8M |
| Bourne Lent Asset Management Inc. | 1.12% | Add +5.7% | 61,560 | $2.8M |
| Captrust Financial Advisors | 0.01% | Add +41.2% | 48,967 | $2.2M |
| Granahan Investment Management, LLC | 0.07% | Add +340.3% | 45,659 | $2.1M |
| Tanaka Capital Management Inc. | 4.60% | No change | 41,537 | $1.9M |
| LPL Financial LLC | 0.00% | Add +25.2% | 40,817 | $1.8M |
| Penserra Capital Management LLC | 0.02% | New | 40,524 | $1.8M |
| Sculptor Capital LP | 0.05% | New | 39,700 | $1.8M |
| Hunter Associates Investment Management LLC | 0.30% | Add +70.3% | 39,474 | $1.8M |
| Marathon Capital Management | 0.42% | New | 38,940 | $1.8M |
| L & S Advisors Inc | 0.22% | New | 37,766 | $1.7M |
| Dimensional Fund Advisors LP | 0.00% | Add +36.1% | 34,952 | $1.6M |
| Raymond James Trust N.A. | 0.04% | Add +3.1% | 34,222 | $1.5M |
| Blair William & Co. | 0.00% | Add +418.1% | 33,365 | $1.5M |
| Swiss National Bank | 0.00% | Add +3.5% | 33,000 | $1.5M |
| Cubist Systematic Strategies, LLC | 0.02% | Reduce -84.5% | 32,784 | $1.5M |
| Credit Suisse AG/ | 0.00% | Add +42.7% | 31,394 | $1.4M |
| Bantamac Capital, LLC | 0.79% | New | 30,815 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -79.2% | 30,581 | $1.4M |
| D.A. Davidson & Co. | 0.01% | New | 27,825 | $1.3M |
| Group One Trading LLC | 0.04% | New | 26,358 | $1.2M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Reduce -89.1% | 25,739 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -3.2% | 25,345 | $1.1M |
| AlphaCentric Advisors LLC | 0.68% | No change | 25,000 | $1.1M |
| Essex Investment Management Co. LLC | 0.22% | Add +11.3% | 24,516 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +41.2% | 24,385 | $1.1M |
| Royce & Associates LP | 0.01% | No change | 23,500 | $1.1M |
| State of Wisconsin Investment Board | 0.00% | Reduce -10.6% | 22,861 | $1.0M |
| Cetera Investment Advisers | 0.00% | New | 21,566 | $970K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -53.4% | 20,519 | $923K |
| Vista Investment Partners LLC | 0.32% | Add +11.1% | 20,496 | $922K |
| National Philanthropic Trust | 0.02% | Reduce -50.6% | 19,500 | $878K |
| First Dallas Securities Inc. | 0.40% | Add +60.8% | 19,300 | $869K |
| Engineers Gate Manager LP | 0.02% | Reduce -52.7% | 18,488 | $832K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -10.9% | 17,541 | $789K |
| Western Wealth Management, LLC | 0.06% | New | 17,150 | $772K |
| Virtu Financial LLC | 0.06% | New | 17,116 | $770K |
| Retirement Planning Co of New England, Inc. | 0.41% | New | 16,765 | $754K |
| Comerica Bank | 0.00% | Add +1347.0% | 16,641 | $749K |
| Pinnacle Associates Ltd. | 0.01% | Add +57.6% | 16,115 | $725K |
| Envestnet Asset Management Inc. | 0.00% | Add +88.4% | 15,568 | $701K |
"% of holder's portfolio" is SYM's weight in each manager's 13F, not the share of Symbotic Inc. the manager owns.