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 |
| First Dallas Securities Inc. | 0.31% | Add +4.2% | 20,100 | $707K |
| AlphaCentric Advisors LLC | 0.52% | Reduce -20.0% | 20,000 | $703K |
| Retirement Planning Co of New England, Inc. | 0.37% | Add +16.6% | 19,551 | $687K |
| Engineers Gate Manager LP | 0.01% | Add +1.0% | 18,673 | $657K |
| Amundi | 0.00% | Add +57.3% | 18,571 | $656K |
| Essex Investment Management Co. LLC | 0.12% | Reduce -24.5% | 18,504 | $651K |
| Comerica Bank | 0.00% | Add +7.7% | 17,914 | $630K |
| Janus Henderson Group PLC | 0.00% | Add +110.9% | 17,400 | $612K |
| Stifel Financial Corp. | 0.00% | Reduce -31.8% | 17,286 | $608K |
| Pinnacle Associates Ltd. | 0.01% | No change | 16,115 | $567K |
| JPMorgan Chase & Co. | 0.00% | Add +48.0% | 15,878 | $558K |
| Western Wealth Management, LLC | 0.04% | Reduce -7.6% | 15,850 | $557K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.9% | 15,808 | $556K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -97.3% | 15,491 | $545K |
| Lattice Capital Management, LLC | 0.43% | No change | 15,500 | $545K |
| Fox Run Management, L.L.C. | 0.10% | New | 15,430 | $543K |
| AQR Capital Management | 0.00% | New | 14,612 | $514K |
| Jump Financial, LLC | 0.01% | New | 14,561 | $512K |
| Centiva Capital, LP | 0.03% | New | 14,556 | $512K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +4.2% | 14,525 | $511K |
| Entropy Technologies, LP | 0.06% | New | 14,486 | $509K |
| Quent Capital, LLC | 0.06% | No change | 14,300 | $503K |
| State of Wisconsin Investment Board | 0.00% | Reduce -39.0% | 13,940 | $490K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.7% | 13,685 | $481K |
| US Bancorp \de | 0.00% | Add +0.7% | 13,590 | $478K |
| Point72 Asset Management | 0.00% | Add +85.3% | 13,398 | $471K |
| Virtu Financial LLC | 0.03% | Reduce -23.8% | 13,050 | $459K |
| NorthCoast Asset Management LLC | 0.00% | New | 12,686 | $446K |
| M&T Bank Corp | 0.00% | Add +146.4% | 12,635 | $444K |
| National Philanthropic Trust | 0.01% | Reduce -39.0% | 11,900 | $418K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 11,557 | $406K |
| MML Investors Services, LLC | 0.00% | Add +21.8% | 11,436 | $402K |
| Concentric Capital Strategies, LP | 0.03% | Add +7.6% | 11,356 | $399K |
| Parallax Volatility Advisers, L.P. | 0.01% | New | 11,050 | $389K |
| Nebula Research & Development LLC | 0.06% | New | 10,436 | $367K |
| Leonteq Securities AG | 0.05% | Add +64.4% | 10,357 | $364K |
| Maverick Capital | 0.01% | Add +29.1% | 10,041 | $353K |
| Jade Capital Advisors, LLC | 0.25% | New | 10,000 | $352K |
| Levin Capital Strategies, L.P. | 0.04% | New | 10,000 | $352K |
| Arizona State Retirement System | 0.00% | Add +114.3% | 9,863 | $347K |
| Citigroup Inc. | 0.00% | Add +3.5% | 9,765 | $343K |
| XTX Topco Ltd | 0.03% | Reduce -13.5% | 9,412 | $331K |
| Handelsbanken Fonder AB | 0.00% | Reduce -19.8% | 9,300 | $327K |
| Riverbridge Partners LLC | 0.00% | New | 9,296 | $327K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -9.2% | 8,837 | $311K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +8.5% | 8,655 | $304K |
| Greenwood Capital Associates LLC | 0.04% | Add +69.8% | 8,600 | $302K |
| Skylands Capital, LLC | 0.04% | New | 8,400 | $295K |
| Advisors Asset Management, Inc. | 0.01% | Add +203.8% | 8,325 | $293K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.7% | 8,275 | $291K |
| K2 Principal Fund, L.P. | 0.15% | Add +60.0% | 8,000 | $281K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -8.7% | 7,437 | $261K |
| Vident Advisory, LLC | 0.01% | Add +10.8% | 7,417 | $261K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -90.1% | 7,314 | $257K |
| EntryPoint Capital, LLC | 0.12% | Add +248.3% | 7,158 | $252K |
| Lakeshore Financial Planning, Inc. | 0.12% | New | 6,730 | $237K |
| Atria Investments, Inc | 0.00% | New | 6,673 | $235K |
| Pathstone Holdings, LLC | 0.00% | Add +8.4% | 6,529 | $230K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +21.8% | 6,309 | $222K |
| Corient Private Wealth LP | 0.00% | Add +14.0% | 6,101 | $215K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 6,100 | $214K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +908.7% | 6,032 | $212K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.0% | 5,934 | $209K |
| Elite Wealth Management, Inc. | 0.05% | Reduce -1.0% | 5,932 | $209K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +14.1% | 5,303 | $186K |
| Sunbelt Securities, Inc. | 0.02% | Add +2215.9% | 5,095 | $179K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | Add +147.6% | 4,900 | $172K |
| nVerses Capital, LLC | 0.09% | New | 4,500 | $158K |
| Quantbot Technologies LP | 0.01% | New | 4,430 | $156K |
| Crewe Advisors LLC | 0.01% | Reduce -9.5% | 3,800 | $134K |
| Rothschild Investment LLC | 0.01% | Add +8342.5% | 3,377 | $119K |
| Lanark Financial, Inc. | 0.01% | Add +391.9% | 3,138 | $110K |
| Natixis Investment Managers International | 0.01% | Add +55.2% | 3,106 | $109K |
| Ostrum Asset Management | 0.01% | Add +85.9% | 3,008 | $106K |
| Van Eck Associates Corp. | 0.00% | Add +109.5% | 2,723 | $96K |
| Avestar Capital, LLC | 0.01% | Add +12.5% | 2,700 | $95K |
| National Bank of Canada | 0.00% | Reduce -1.9% | 2,600 | $92K |
| Asset Management One Co., Ltd. | 0.00% | New | 2,367 | $83K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.9% | 2,013 | $71K |
| Quarry LP | 0.03% | New | 1,847 | $65K |
| RFP Financial Group LLC | 0.02% | Add +22.4% | 1,692 | $59K |
| PEAK6 Investments LLC | 0.00% | Add +87.7% | 1,558 | $55K |
| Clearstead Advisors, LLC | 0.00% | Add +31.8% | 1,450 | $51K |
| Jones Financial Companies LLLP | 0.00% | New | 1,249 | $44K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 1,207 | $42K |
| Centerpoint Advisors, LLC | 0.02% | No change | 1,200 | $42K |
| Strengthening Families & Communities, LLC | 0.01% | New | 1,165 | $41K |
| TFC Financial Management, Inc. | 0.01% | No change | 1,151 | $40K |
| Ramirez Asset Management, Inc. | 0.01% | No change | 1,100 | $39K |
| Global Retirement Partners, LLC | 0.00% | Add +2.4% | 1,081 | $38K |
| Walleye Capital LLC | 0.00% | Add +132.3% | 1,064 | $37K |
| Pingora Partners LLC | 0.02% | No change | 1,000 | $35K |
| Castleview Partners, LLC | 0.02% | No change | 1,000 | $35K |
| Providence Capital Advisors, LLC | 0.01% | No change | 1,000 | $35K |
| Deutsche Bank AG | 0.00% | Reduce -33.1% | 957 | $34K |
| KBC Group NV | 0.00% | New | 910 | $32K |
| RiverPark Advisors, LLC | 0.02% | No change | 823 | $29K |
| Barclays PLC | 0.00% | Reduce -99.3% | 775 | $27K |
| Hanson & Doremus Investment Management | 0.00% | Add +15.2% | 576 | $20K |
| CoreCap Advisors, LLC | 0.00% | Reduce -85.3% | 541 | $19K |
| ORG Partners LLC | 0.00% | New | 479 | $17K |
| NewEdge Advisors, LLC | 0.00% | Reduce -25.6% | 436 | $15K |
| Fifth Third Bancorp | 0.00% | No change | 350 | $12K |
| Wolff Wiese Magana LLC | 0.01% | Add +120.0% | 341 | $12K |
| First Personal Financial Services | 0.00% | No change | 310 | $11K |
| Main Street Group, LTD | 0.01% | No change | 300 | $11K |
| Rakuten Securities, Inc. | 0.00% | Reduce -53.0% | 301 | $11K |
| Parallel Advisors, LLC | 0.00% | No change | 300 | $11K |
| Rhumbline Advisers | 0.00% | No change | 294 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -81.6% | 290 | $10K |
| Cwm, LLC | 0.00% | Reduce -14.9% | 291 | $10K |
| Financial Freedom, LLC | 0.01% | New | 254 | $9K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 221 | $8K |
| Trust Co. of Vermont | 0.00% | No change | 200 | $7K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -98.0% | 153 | $5K |
| Optimum Investment Advisors | 0.00% | No change | 150 | $5K |
| Fairscale Capital, LLC | 0.00% | — | 101 | $4K |
| First Horizon Advisors, Inc. | 0.00% | Add +833.3% | 112 | $4K |
| IFS Advisors, LLC | 0.00% | No change | 100 | $4K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 100 | $4K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -50.0% | 100 | $4K |
| Larson Financial Group LLC | 0.00% | Add +137.5% | 95 | $3K |
| Clear Point Advisors Inc. | 0.00% | No change | 90 | $3K |
| Principal Securities, Inc. | 0.00% | Add +762.5% | 69 | $2K |
| Pacer Advisors, Inc. | 0.00% | Reduce -2.9% | 66 | $2K |
| Quadrant Capital Group LLC | 0.00% | No change | 61 | $2K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 60 | $2K |
| CI Investments Inc. | 0.00% | Reduce -28.6% | 65 | $2K |
| Nvwm, LLC | 0.00% | No change | 50 | $2K |
| Colonial Trust Co / SC | 0.00% | Add +63.0% | 44 | $2K |
| Harbour Investments, Inc. | 0.00% | Add +32.0% | 33 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | New | 30 | $1K |
| Gen-Wealth Partners Inc | 0.00% | No change | 22 | $774 |
| Clean Yield Group | 0.00% | No change | 20 | $703 |
| Global Financial Private Client, LLC | 0.00% | No change | 20 | $703 |
| AlphaQuest LLC | 0.00% | Reduce -51.9% | 13 | $457 |
| ICA Group Wealth Management, LLC | 0.00% | No change | 5 | $176 |
| Sandy Spring Bank | 0.00% | No change | 5 | $176 |
| International Assets Investment Management, LLC | 0.00% | New | 5 | $176 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1 | $36 |
"% of holder's portfolio" is SYM's weight in each manager's 13F, not the share of Symbotic Inc. the manager owns.