SymboticSYM
13F holders, Q2 2024 (June 30)240holders +5
43new positions
36sold out
7famous investors
$35.16avg. 13F price*
At the end of Q2 2024, 240 institutions reported holding Symbotic Inc. (SYM) in their 13F filings, up 5 from Q1 2024. 43 opened new positions and 36 sold out. The largest holders were Softbank Group Corp. ($1.4B), Baillie Gifford & Co. ($374.8M) and SVF Sponsor III (DE) LLC ($319.6M). 7 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Symbotic Inc.
- CUSIP
- 87151X101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $30.5M |
| Exits | 36 | $32.3M |
All 13F filers, Q1 2024 → Q2 2024: 7,902,099 shares bought and 2,656,424 shares sold, net +5,245,675 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 240 holders
| Softbank Group Corp. | 7.03% | No change | 39,825,312 | $1.4B |
| Baillie Gifford & Co. | 0.29% | Add +12.4% | 10,660,949 | $374.8M |
| SVF Sponsor III (DE) LLC | 100.00% | No change | 9,090,000 | $319.6M |
| Vanguard Group Inc. | 0.00% | Add +30.8% | 3,174,819 | $111.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.10% | — | 1,229,614 | $43.2M |
| FMR LLC | 0.00% | Add +25.8% | 1,073,708 | $37.8M |
| Citadel Advisors | 0.04% | Add +291.0% | 1,041,609 | $36.6M |
| Invesco Ltd. | 0.01% | Reduce -5.5% | 990,578 | $34.8M |
| BlackRock Inc. | 0.00% | Add +37.4% | 980,080 | $34.5M |
| Thematics Asset Management | 1.16% | Add +110.3% | 805,509 | $28.3M |
| Canada Pension Plan Investment Board | 0.03% | Add +191.5% | 775,900 | $27.3M |
| Raymond James & Associates | 0.02% | Add +8.4% | 668,103 | $23.5M |
| Zevenbergen Capital Investments LLC | 0.49% | Add +81.0% | 653,609 | $23.0M |
| Adage Capital Partners Gp, L.L.C. | 0.04% | Add +761.6% | 598,000 | $21.0M |
| Exchange Traded Concepts, LLC | 0.44% | Add +27.8% | 494,261 | $17.4M |
| Geode Capital Management, LLC | 0.00% | Add +11.1% | 457,037 | $16.1M |
| Frontier Capital Management Co. LLC | 0.16% | Add +38.0% | 456,524 | $16.1M |
| Morgan Stanley | 0.00% | Add +61.3% | 451,852 | $15.9M |
| TCW Group Inc. | 0.12% | Reduce -0.7% | 381,199 | $13.4M |
| AXA S.A. | 0.04% | Reduce -1.9% | 380,194 | $13.4M |
| Legal & General Group Plc | 0.00% | Add +26.3% | 361,849 | $12.7M |
| S Squared Technology, LLC | 5.35% | Add +11.3% | 345,000 | $12.1M |
| Millennium Management | 0.01% | Add +6694.5% | 335,649 | $11.8M |
| First Trust Advisors LP | 0.01% | Reduce -41.5% | 327,913 | $11.5M |
| State Street Corp. | 0.00% | Add +29.6% | 311,245 | $10.9M |
| Wells Fargo & Company | 0.00% | Add +13.0% | 293,111 | $10.3M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -21.2% | 291,393 | $10.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +3.2% | 280,199 | $9.9M |
| Hodges Capital Management Inc. | 0.64% | Reduce -14.3% | 270,736 | $9.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.9% | 198,605 | $7.0M |
| Driehaus Capital Management LLC | 0.07% | Reduce -10.9% | 195,498 | $6.9M |
| Ensign Peak Advisors, Inc | 0.01% | Add +3622.4% | 193,678 | $6.8M |
| J. Goldman & Co LP | 0.22% | Reduce -64.9% | 164,708 | $5.8M |
| Voya Investment Management LLC | 0.01% | Add +37.5% | 153,374 | $5.4M |
| Cubist Systematic Strategies, LLC | 0.09% | Add +352.6% | 148,380 | $5.2M |
| Alyeska Investment Group, L.P. | 0.03% | Add +24.2% | 128,217 | $4.5M |
| Marshall Wace, LLP | 0.01% | New | 119,651 | $4.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -5.5% | 111,678 | $3.9M |
| Two Sigma Investments, LP | 0.01% | Add +10.9% | 107,950 | $3.8M |
| Scopus Asset Management, L.P. | 0.12% | No change | 107,534 | $3.8M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1.38% | Reduce -0.8% | 103,245 | $3.6M |
| Trexquant Investment LP | 0.05% | New | 99,304 | $3.5M |
| Group One Trading LLC | 0.11% | Add +274.5% | 98,701 | $3.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.2% | 98,667 | $3.5M |
| Baird Financial Group, Inc. | 0.01% | Add +6.0% | 97,174 | $3.4M |
| Hussman Strategic Advisors, Inc. | 0.92% | No change | 94,500 | $3.3M |
| Simplex Trading, LLC | 0.11% | Add +48.5% | 93,493 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +4.5% | 89,718 | $3.2M |
| Twinbeech Capital LP | 0.06% | Add +35.0% | 84,341 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -44.1% | 82,628 | $2.9M |
| Northern Trust Corp. | 0.00% | Add +15.8% | 81,112 | $2.9M |
| 1492 Capital Management LLC | 1.62% | Add +1603.3% | 81,041 | $2.8M |
| Bank of New York Mellon Corp | 0.00% | Add +9.6% | 80,707 | $2.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +497.7% | 74,115 | $2.6M |
| Next Century Growth Investors LLC | 0.21% | Reduce -0.3% | 71,630 | $2.5M |
| Swiss National Bank | 0.00% | Add +110.3% | 69,400 | $2.4M |
| Taylor Frigon Capital Management LLC | 1.12% | Reduce -0.1% | 66,874 | $2.4M |
| D. E. Shaw & Co. | 0.00% | New | 62,980 | $2.2M |
| Bourne Lent Asset Management Inc. | 0.83% | Add +0.2% | 61,710 | $2.2M |
| SG Americas Securities, LLC | 0.01% | New | 60,524 | $2.1M |
| Blair William & Co. | 0.01% | Add +67.9% | 56,030 | $2.0M |
| Captrust Financial Advisors | 0.01% | Add +7.4% | 52,586 | $1.8M |
| UBS Group AG | 0.00% | Reduce -53.2% | 50,842 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +66.2% | 50,813 | $1.8M |
| Ghisallo Capital Management LLC | 0.15% | Reduce -50.0% | 50,000 | $1.8M |
| Legacy Capital Wealth Partners, LLC | 0.44% | New | 49,114 | $1.7M |
| Hunter Associates Investment Management LLC | 0.29% | Add +23.1% | 48,606 | $1.7M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -49.7% | 47,727 | $1.7M |
| Dimensional Fund Advisors LP | 0.00% | Add +24.1% | 43,367 | $1.5M |
| HAP Trading, LLC | 0.66% | New | 43,311 | $1.5M |
| Marathon Capital Management | 0.38% | Add +8.0% | 42,055 | $1.5M |
| Tanaka Capital Management Inc. | 3.46% | No change | 41,537 | $1.5M |
| Register Financial Advisors LLC | 0.73% | Add +268.8% | 41,300 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +499.6% | 40,493 | $1.4M |
| Sculptor Capital LP | 0.04% | No change | 39,700 | $1.4M |
| Capital Fund Management S.A. | 0.02% | New | 39,698 | $1.4M |
| Raymond James Trust N.A. | 0.03% | Add +10.8% | 37,922 | $1.3M |
| Granahan Investment Management, LLC | 0.05% | Reduce -23.0% | 35,169 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -14.8% | 34,785 | $1.2M |
| Twin Tree Management, LP | 0.03% | New | 32,968 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +105.1% | 31,932 | $1.1M |
| California State Teachers Retirement System | 0.00% | Add +111.5% | 31,846 | $1.1M |
| D.A. Davidson & Co. | 0.01% | Add +13.1% | 31,468 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +51.1% | 30,996 | $1.1M |
| Bayesian Capital Management, LP | 0.12% | New | 30,495 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +18.7% | 28,942 | $1.0M |
| Polianta Ltd | 0.50% | New | 28,000 | $984K |
| Vista Investment Partners LLC | 0.33% | Add +36.1% | 27,899 | $981K |
| Gotham Asset Management | 0.01% | New | 26,789 | $942K |
| IMC-Chicago, LLC | 0.03% | New | 26,553 | $934K |
| Cetera Investment Advisers | 0.00% | Add +19.8% | 25,837 | $908K |
| Bantamac Capital, LLC | 0.54% | Reduce -16.8% | 25,651 | $902K |
| Verition Fund Management LLC | 0.01% | Add +117.9% | 24,767 | $871K |
| Dynamic Technology Lab Private Ltd | 0.10% | New | 24,055 | $846K |
| Royce & Associates LP | 0.01% | No change | 23,500 | $826K |
| Caption Management, LLC | 0.08% | New | 21,600 | $759K |
| HighTower Advisors, LLC | 0.00% | Add +40.2% | 21,305 | $755K |
| Man Group plc | 0.00% | Reduce -82.8% | 20,905 | $735K |
| Jefferies Financial Group Inc. | 0.02% | New | 20,894 | $735K |
| Bank of America Corp. | 0.00% | Reduce -66.6% | 20,765 | $730K |
"% of holder's portfolio" is SYM's weight in each manager's 13F, not the share of Symbotic Inc. the manager owns.