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 |
| Lattice Capital Management, LLC | 0.71% | No change | 15,500 | $698K |
| HighTower Advisors, LLC | 0.00% | Add +41.5% | 15,200 | $690K |
| California State Teachers Retirement System | 0.00% | Add +4.5% | 15,057 | $678K |
| Osaic Holdings, Inc. | 0.00% | Add +13.3% | 14,823 | $667K |
| Wolverine Trading, LLC | 0.01% | New | 14,606 | $657K |
| Quent Capital, LLC | 0.08% | No change | 14,300 | $644K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -4.5% | 13,935 | $627K |
| US Bancorp \de | 0.00% | Add +1.1% | 13,495 | $607K |
| Pinebridge Investments, L.P. | 0.00% | Reduce -90.5% | 13,500 | $607K |
| Scientech Research LLC | 0.31% | Add +181.7% | 12,973 | $584K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 12,400 | $558K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 11,632 | $523K |
| Handelsbanken Fonder AB | 0.00% | Add +136.7% | 11,600 | $522K |
| Verition Fund Management LLC | 0.01% | Add +86.3% | 11,364 | $511K |
| Register Financial Advisors LLC | 0.26% | Add +124.0% | 11,200 | $504K |
| XTX Topco Ltd | 0.07% | New | 10,885 | $490K |
| JPMorgan Chase & Co. | 0.00% | Reduce -32.3% | 10,732 | $483K |
| Concentric Capital Strategies, LP | 0.03% | New | 10,554 | $475K |
| Amundi | 0.00% | Add +0.2% | 11,809 | $473K |
| Avantax Advisory Services, Inc. | 0.00% | Add +48.0% | 9,737 | $438K |
| APG Asset Management N.V. | 0.00% | New | 10,239 | $427K |
| Citigroup Inc. | 0.00% | Add +19.0% | 9,437 | $425K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 9,406 | $423K |
| MML Investors Services, LLC | 0.00% | Add +36.6% | 9,388 | $422K |
| Williamson Legacy Group, LLC | 0.32% | Add +52.9% | 9,194 | $414K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 9,063 | $408K |
| Janus Henderson Group PLC | 0.00% | Add +0.2% | 8,249 | $371K |
| Integrated Wealth Concepts LLC | 0.01% | Add +27.7% | 8,220 | $370K |
| Oppenheimer & Co. Inc. | 0.01% | New | 8,144 | $366K |
| Calamos Advisors LLC | 0.00% | New | 8,104 | $365K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 7,976 | $359K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 7,829 | $352K |
| Maverick Capital | 0.01% | New | 7,781 | $350K |
| Stephens Inc. | 0.01% | New | 7,300 | $329K |
| Point72 Asset Management | 0.00% | Reduce -93.7% | 7,232 | $325K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -97.9% | 6,753 | $304K |
| Toth Financial Advisory Corp. | 0.04% | New | 6,700 | $302K |
| Vident Advisory, LLC | 0.01% | New | 6,695 | $301K |
| Moors & Cabot, Inc. | 0.02% | New | 6,500 | $293K |
| Leonteq Securities AG | 0.04% | Add +11.5% | 6,301 | $284K |
| Belvedere Trading LLC | 0.02% | New | 6,274 | $282K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,119 | $275K |
| Cipher Capital LP | 0.13% | Reduce -16.5% | 6,035 | $272K |
| Pathstone Holdings, LLC | 0.00% | Add +0.2% | 6,021 | $271K |
| Elite Wealth Management, Inc. | 0.07% | Reduce -3.1% | 5,990 | $270K |
| Dark Forest Capital Management LP | 0.04% | New | 5,782 | $260K |
| Cutler Group LLC / CA | 0.13% | Reduce -31.4% | 5,686 | $255K |
| Vontobel Holding Ltd. | 0.00% | Add +30.6% | 5,500 | $248K |
| Financial Sense Advisors, Inc. | 0.09% | New | 5,490 | $247K |
| Corient Private Wealth LP | 0.00% | Add +6.0% | 5,350 | $241K |
| Cresset Asset Management, LLC | 0.00% | Add +1.8% | 5,302 | $239K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 4,647 | $239K |
| Ensign Peak Advisors, Inc | 0.00% | New | 5,203 | $234K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +4.0% | 5,200 | $234K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +6.2% | 5,179 | $233K |
| M&T Bank Corp | 0.00% | New | 5,127 | $231K |
| Greenwood Capital Associates LLC | 0.03% | New | 5,066 | $228K |
| Sigma Planning Corp | 0.01% | New | 5,015 | $226K |
| K2 Principal Fund, L.P. | 0.12% | New | 5,000 | $225K |
| Millennium Management | 0.00% | Reduce -99.3% | 4,940 | $222K |
| 1492 Capital Management LLC | 0.12% | Add +0.1% | 4,758 | $214K |
| Arizona State Retirement System | 0.00% | Add +1.8% | 4,602 | $207K |
| Prestige Wealth Management Group LLC | 0.04% | New | 4,425 | $199K |
| Crewe Advisors LLC | 0.02% | Add +2700.0% | 4,200 | $189K |
| CoreCap Advisors, LLC | 0.01% | New | 3,691 | $166K |
| Advisors Asset Management, Inc. | 0.00% | Add +11.6% | 2,740 | $123K |
| Sandia Investment Management LP | 0.11% | New | 2,500 | $113K |
| National Bank of Canada | 0.00% | Add +120.8% | 2,650 | $111K |
| Avestar Capital, LLC | 0.01% | New | 2,400 | $108K |
| EntryPoint Capital, LLC | 0.08% | Reduce -61.6% | 2,055 | $92K |
| Natixis Investment Managers International | 0.01% | New | 2,001 | $90K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | New | 1,979 | $89K |
| Farther Finance Advisors, LLC | 0.01% | Add +31.6% | 1,848 | $84K |
| Ostrum Asset Management | 0.01% | New | 1,618 | $73K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +72.2% | 1,576 | $71K |
| Deutsche Bank AG | 0.00% | Add +8.4% | 1,430 | $64K |
| RFP Financial Group LLC | 0.02% | Add +21.2% | 1,382 | $62K |
| Van Eck Associates Corp. | 0.00% | Add +158.4% | 1,300 | $59K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 1,207 | $54K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,204 | $54K |
| Centerpoint Advisors, LLC | 0.02% | No change | 1,200 | $54K |
| TFC Financial Management, Inc. | 0.01% | Reduce -6.1% | 1,151 | $52K |
| Ramirez Asset Management, Inc. | 0.01% | New | 1,100 | $50K |
| Global Retirement Partners, LLC | 0.00% | Add +166.7% | 1,056 | $48K |
| Clearstead Advisors, LLC | 0.00% | New | 1,100 | $47K |
| Pingora Partners LLC | 0.03% | No change | 1,000 | $45K |
| Castleview Partners, LLC | 0.03% | Add +566.7% | 1,000 | $45K |
| Providence Capital Advisors, LLC | 0.01% | No change | 1,000 | $45K |
| PEAK6 Investments LLC | 0.00% | New | 830 | $37K |
| RiverPark Advisors, LLC | 0.03% | New | 823 | $37K |
| Rakuten Securities, Inc. | 0.01% | Reduce -61.2% | 640 | $29K |
| Lanark Financial, Inc. | 0.00% | No change | 638 | $28K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -90.7% | 598 | $27K |
| NewEdge Advisors, LLC | 0.00% | Add +1072.0% | 586 | $26K |
| Hanson & Doremus Investment Management | 0.00% | New | 500 | $23K |
| Bogart Wealth, LLC | 0.00% | New | 500 | $23K |
| Walleye Capital LLC | 0.00% | Reduce -96.8% | 458 | $21K |
| Fifth Third Bancorp | 0.00% | Add +455.6% | 350 | $16K |
| Cwm, LLC | 0.00% | New | 342 | $15K |
| First Personal Financial Services | 0.00% | No change | 310 | $14K |
| CIBC Private Wealth Group LLC | 0.00% | New | 304 | $14K |
| Main Street Group, LTD | 0.01% | No change | 300 | $14K |
| Parallel Advisors, LLC | 0.00% | New | 300 | $14K |
| Rhumbline Advisers | 0.00% | No change | 294 | $13K |
| Sunbelt Securities, Inc. | 0.00% | New | 220 | $10K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 190 | $9K |
| Caitlin John, LLC | 0.01% | New | 200 | $9K |
| Trust Co. of Vermont | 0.00% | No change | 200 | $9K |
| Salem Investment Counselors Inc. | 0.00% | New | 200 | $9K |
| Wolff Wiese Magana LLC | 0.01% | Reduce -96.7% | 155 | $7K |
| Optimum Investment Advisors | 0.00% | New | 150 | $7K |
| First Manhattan Co. Llc. | 0.00% | Add +66.7% | 125 | $6K |
| IFS Advisors, LLC | 0.00% | No change | 100 | $5K |
| FSC Wealth Advisors, LLC | 0.00% | New | 100 | $5K |
| Cambridge Trust Co. | 0.00% | No change | 100 | $5K |
| Clear Point Advisors Inc. | 0.00% | No change | 90 | $4K |
| CI Investments Inc. | 0.00% | New | 91 | $4K |
| Pacer Advisors, Inc. | 0.00% | Add +6.3% | 68 | $3K |
| Quadrant Capital Group LLC | 0.00% | No change | 61 | $3K |
| Nvwm, LLC | 0.00% | No change | 50 | $2K |
| Rothschild Investment LLC | 0.00% | New | 40 | $2K |
| Larson Financial Group LLC | 0.00% | New | 40 | $2K |
| Avior Wealth Management, LLC | 0.00% | New | 38 | $2K |
| Colonial Trust Co / SC | 0.00% | New | 27 | $1K |
| AlphaQuest LLC | 0.00% | New | 27 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 25 | $1K |
| Gen-Wealth Partners Inc | 0.00% | — | 22 | $990 |
| Global Financial Private Client, LLC | 0.00% | No change | 20 | $909 |
| Clean Yield Group | 0.00% | No change | 20 | $900 |
| First Horizon Advisors, Inc. | 0.00% | New | 12 | $540 |
| Principal Securities, Inc. | 0.00% | New | 8 | $360 |
| Sandy Spring Bank | 0.00% | New | 5 | $225 |
| ICA Group Wealth Management, LLC | 0.00% | New | 5 | $225 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1 | $45 |
| Macquarie Group Ltd. | 0.00% | New | 521 | $23 |
"% of holder's portfolio" is SYM's weight in each manager's 13F, not the share of Symbotic Inc. the manager owns.