SymboticSYM
13F holders, Q3 2024 (September 30)214holders −26
39new positions
67sold out
2famous investors
$24.40avg. 13F price*
At the end of Q3 2024, 214 institutions reported holding Symbotic Inc. (SYM) in their 13F filings, down 26 from Q2 2024. 39 opened new positions and 67 sold out. The largest holders were Softbank Group Corp. ($971.3M), Baillie Gifford & Co. ($343.2M) and SVF Sponsor III (DE) LLC ($221.7M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Symbotic Inc.
- CUSIP
- 87151X101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $40.7M |
| Exits | 67 | $74.3M |
All 13F filers, Q2 2024 → Q3 2024: 10,926,822 shares bought and 4,965,072 shares sold, net +5,961,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 214 holders
| Softbank Group Corp. | 4.43% | No change | 39,825,312 | $971.3M |
| Baillie Gifford & Co. | 0.26% | Add +32.0% | 14,070,999 | $343.2M |
| SVF Sponsor III (DE) LLC | 100.00% | No change | 9,090,000 | $221.7M |
| Vanguard Group Inc. | 0.00% | Add +10.8% | 3,517,665 | $85.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.07% | Reduce -2.0% | 1,204,621 | $29.5M |
| Frontier Capital Management Co. LLC | 0.27% | Add +160.1% | 1,187,600 | $29.0M |
| FMR LLC | 0.00% | Reduce -0.8% | 1,065,229 | $26.0M |
| Thematics Asset Management | 1.01% | Add +30.1% | 1,048,170 | $25.6M |
| Exchange Traded Concepts, LLC | 0.51% | Add +76.8% | 873,987 | $21.3M |
| Zevenbergen Capital Investments LLC | 0.40% | Add +20.6% | 788,092 | $19.2M |
| BlackRock, Inc. | 0.00% | — | 785,553 | $19.2M |
| Norges Bank | 0.00% | New | 750,000 | $18.3M |
| Morgan Stanley | 0.00% | Add +55.9% | 704,327 | $17.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +1590.2% | 684,414 | $16.7M |
| Legal & General Group Plc | 0.00% | Add +69.4% | 613,045 | $15.0M |
| First Trust Advisors LP | 0.01% | Add +86.6% | 611,777 | $14.9M |
| Raymond James & Associates | 0.01% | Reduce -8.8% | 609,041 | $14.9M |
| Invesco Ltd. | 0.00% | Reduce -41.6% | 577,972 | $14.1M |
| Voloridge Investment Management, LLC | 0.05% | Add +1069.8% | 558,308 | $13.6M |
| Bank of America Corp. | 0.00% | Add +2462.1% | 532,015 | $13.0M |
| Geode Capital Management, LLC | 0.00% | Add +10.2% | 503,758 | $12.3M |
| S Squared Technology, LLC | 4.68% | Add +30.4% | 450,000 | $11.0M |
| Adage Capital Partners Gp, L.L.C. | 0.02% | Reduce -30.6% | 415,000 | $10.1M |
| TCW Group Inc. | 0.08% | Add +0.8% | 384,274 | $9.4M |
| AXA S.A. | 0.03% | Reduce -1.1% | 376,034 | $9.2M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Add +31.4% | 368,304 | $9.0M |
| Balyasny Asset Management L.P. | 0.02% | New | 368,188 | $9.0M |
| State Street Corp. | 0.00% | Add +2.6% | 319,235 | $7.8M |
| Millennium Management | 0.01% | Reduce -8.4% | 307,356 | $7.5M |
| Two Sigma Investments, LP | 0.01% | Add +136.1% | 254,867 | $6.2M |
| Hodges Capital Management Inc. | 0.40% | Reduce -6.3% | 253,730 | $6.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +10.3% | 219,074 | $5.3M |
| Ensign Peak Advisors, Inc | 0.01% | Add +7.1% | 207,490 | $5.1M |
| Voya Investment Management LLC | 0.01% | Add +20.9% | 185,414 | $4.5M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1.71% | Add +76.5% | 182,223 | $4.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +71.5% | 169,189 | $4.1M |
| Next Century Growth Investors LLC | 0.30% | Add +113.5% | 152,925 | $3.7M |
| UBS Group AG | 0.00% | Add +184.3% | 144,562 | $3.5M |
| Capital Fund Management S.A. | 0.04% | Add +261.1% | 143,356 | $3.5M |
| Jump Financial, LLC | 0.07% | Add +867.7% | 140,902 | $3.4M |
| Wells Fargo & Company | 0.00% | Reduce -53.2% | 137,241 | $3.3M |
| Susquehanna International Group, LLP | 0.01% | Add +19.2% | 133,080 | $3.2M |
| Sculptor Capital LP | 0.10% | Add +233.0% | 132,200 | $3.2M |
| Alyeska Investment Group, L.P. | 0.02% | No change | 128,217 | $3.1M |
| Twin Tree Management, LP | 0.07% | Add +286.1% | 127,277 | $3.1M |
| Register Financial Advisors LLC | 1.58% | Add +205.0% | 125,972 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -90.0% | 104,380 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Add +20.9% | 99,862 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +5.2% | 94,362 | $2.3M |
| Northern Trust Corp. | 0.00% | Add +9.8% | 89,071 | $2.2M |
| Group One Trading LLC | 0.08% | Reduce -14.3% | 84,641 | $2.1M |
| Canada Pension Plan Investment Board | 0.00% | Reduce -89.6% | 80,800 | $2.0M |
| Swiss National Bank | 0.00% | Add +15.0% | 79,800 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -26.6% | 71,290 | $1.7M |
| Taylor Frigon Capital Management LLC | 0.85% | Add +4.9% | 70,129 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | New | 42,197 | $1.6M |
| Bourne Lent Asset Management Inc. | 0.60% | Add +4.9% | 64,710 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -21.9% | 63,018 | $1.5M |
| Hunter Associates Investment Management LLC | 0.24% | Add +29.8% | 63,093 | $1.5M |
| Tenzing Global Management, LLC | 1.31% | New | 62,500 | $1.5M |
| Blair William & Co. | 0.00% | Add +11.5% | 62,466 | $1.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +41.1% | 61,185 | $1.5M |
| Raymond James Trust N.A. | 0.03% | Add +55.7% | 59,050 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -21.2% | 58,407 | $1.4M |
| Holocene Advisors, LP | 0.00% | New | 49,224 | $1.2M |
| Legacy Capital Wealth Partners, LLC | 0.24% | No change | 49,114 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +55.0% | 48,053 | $1.2M |
| Main Management ETF Advisors, LLC | 0.05% | New | 45,008 | $1.1M |
| Seven Eight Capital, LP | 0.09% | New | 43,163 | $1.1M |
| Tanaka Capital Management Inc. | 2.43% | Add +3.7% | 43,092 | $1.1M |
| Marathon Capital Management | 0.24% | Reduce -5.5% | 39,730 | $969K |
| 180 Wealth Advisors, LLC | 0.14% | New | 36,558 | $892K |
| California State Teachers Retirement System | 0.00% | Add +12.1% | 35,682 | $870K |
| Comerica Bank | 0.00% | Add +97.4% | 35,362 | $862K |
| Amundi | 0.00% | Add +95.5% | 36,304 | $849K |
| Doheny Asset Management | 0.56% | New | 33,690 | $822K |
| Verition Fund Management LLC | 0.01% | Add +33.8% | 33,129 | $808K |
| LPL Financial LLC | 0.00% | Reduce -5.6% | 32,826 | $801K |
| First Dallas Securities Inc. | 0.33% | Add +61.2% | 32,400 | $790K |
| DDD Partners, LLC | 0.08% | New | 31,374 | $765K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.8% | 29,188 | $712K |
| Retirement Planning Co of New England, Inc. | 0.35% | Add +46.8% | 28,691 | $700K |
| Essex Investment Management Co. LLC | 0.12% | Add +54.6% | 28,608 | $698K |
| Corton Capital Inc. | 0.30% | New | 25,540 | $623K |
| AlphaCentric Advisors LLC | 0.45% | Add +25.0% | 25,000 | $610K |
| Gsa Capital Partners LLP | 0.05% | New | 24,681 | $602K |
| Royce & Associates LP | 0.01% | No change | 23,500 | $573K |
| Cetera Investment Advisers | 0.00% | Reduce -9.9% | 23,289 | $568K |
| HighTower Advisors, LLC | 0.00% | Add +9.5% | 23,338 | $568K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -36.5% | 10,225 | $525K |
| Bantamac Capital, LLC | 0.24% | Reduce -19.8% | 20,561 | $501K |
| 1ST Source Bank | 0.03% | New | 20,000 | $488K |
| Vista Investment Partners LLC | 0.15% | Reduce -28.9% | 19,843 | $484K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -38.9% | 19,500 | $476K |
| Prospera Financial Services Inc | 0.01% | New | 19,018 | $464K |
| Jane Street Group, LLC | 0.00% | Reduce -64.6% | 17,988 | $439K |
| Janus Henderson Group PLC | 0.00% | No change | 17,400 | $424K |
| JPMorgan Chase & Co. | 0.00% | Add +6.9% | 16,974 | $414K |
| Leonteq Securities AG | 0.05% | Add +52.0% | 15,742 | $384K |
| Western Wealth Management, LLC | 0.02% | Reduce -1.9% | 15,550 | $379K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -6.3% | 14,513 | $370K |
| Quent Capital, LLC | 0.04% | No change | 14,300 | $365K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +1.9% | 14,805 | $361K |
| M&T Bank Corp | 0.00% | Add +15.9% | 14,650 | $357K |
| Entropy Technologies, LP | 0.04% | Reduce -2.0% | 14,197 | $346K |
| State of Wisconsin Investment Board | 0.00% | No change | 13,940 | $340K |
| Sunbelt Securities, Inc. | 0.03% | Add +161.6% | 13,330 | $325K |
| Oppenheimer & Co. Inc. | 0.00% | Add +76.6% | 13,131 | $320K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -19.3% | 12,759 | $311K |
| Arete Wealth Advisors, LLC | 0.03% | New | 12,750 | $311K |
| Citigroup Inc. | 0.00% | Add +29.4% | 12,635 | $308K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.8% | 12,620 | $308K |
| National Philanthropic Trust | 0.01% | No change | 11,900 | $290K |
| Trexquant Investment LP | 0.00% | Reduce -88.0% | 11,873 | $290K |
| Arizona State Retirement System | 0.00% | Add +19.3% | 11,768 | $287K |
| Wolverine Trading, LLC | 0.01% | New | 11,183 | $285K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 11,600 | $283K |
| Scientech Research LLC | 0.05% | New | 11,290 | $275K |
| Clear Creek Financial Management, LLC | 0.03% | New | 11,200 | $273K |
| US Bancorp \de | 0.00% | Reduce -18.3% | 11,104 | $271K |
| Atria Investments, Inc | 0.00% | Add +64.1% | 10,950 | $267K |
| Captrust Financial Advisors | 0.00% | Reduce -79.2% | 10,919 | $266K |
| Advisors Asset Management, Inc. | 0.00% | Add +30.6% | 10,869 | $265K |
| MML Investors Services, LLC | 0.00% | Reduce -10.0% | 10,292 | $251K |
| Stifel Financial Corp. | 0.00% | Reduce -41.1% | 10,186 | $248K |
| L & S Advisors Inc | 0.03% | New | 10,080 | $246K |
| Lattice Capital Management, LLC | 0.22% | Reduce -35.5% | 10,000 | $244K |
| K2 Principal Fund, L.P. | 0.12% | Add +25.0% | 10,000 | $244K |
| Levin Capital Strategies, L.P. | 0.02% | No change | 10,000 | $244K |
| Engineers Gate Manager LP | 0.00% | Reduce -48.0% | 9,706 | $237K |
| Barclays PLC | 0.00% | Add +1105.9% | 9,346 | $228K |
| Handelsbanken Fonder AB | 0.00% | No change | 9,300 | $227K |
| Riverbridge Partners LLC | 0.00% | No change | 9,296 | $227K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 9,103 | $222K |
| Pathstone Holdings, LLC | 0.00% | Add +38.0% | 9,011 | $220K |
| Quadrature Capital Ltd | 0.01% | New | 8,968 | $219K |
| Greenwood Capital Associates LLC | 0.03% | Reduce -3.3% | 8,316 | $203K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 6,309 | $154K |
| nVerses Capital, LLC | 0.07% | Add +31.1% | 5,900 | $144K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 5,303 | $129K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 4,900 | $119K |
| Natixis Investment Managers International | 0.01% | Add +47.3% | 4,576 | $112K |
| Van Eck Associates Corp. | 0.00% | Add +28.4% | 3,497 | $99K |
| National Bank of Canada | 0.00% | Add +36.8% | 3,557 | $87K |
| Quarry LP | 0.03% | Add +89.9% | 3,508 | $86K |
| Rothschild Investment LLC | 0.01% | Reduce -0.6% | 3,357 | $82K |
| Ostrum Asset Management | 0.01% | No change | 3,008 | $73K |
| Clearstead Advisors, LLC | 0.00% | Add +80.4% | 2,616 | $64K |
| International Assets Investment Management, LLC | 0.01% | Add +52100.0% | 2,610 | $64K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -57.8% | 2,548 | $62K |
| AlphaQuest LLC | 0.01% | Add +19307.7% | 2,523 | $62K |
| RiverPark Advisors, LLC | 0.04% | Add +147.1% | 2,034 | $50K |
| Arcadia Investment Management Corp. | 0.01% | New | 2,000 | $49K |
| Crewe Advisors LLC | 0.01% | Reduce -49.7% | 1,913 | $47K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +540.0% | 1,856 | $45K |
| Rhumbline Advisers | 0.00% | Add +501.7% | 1,769 | $43K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -86.5% | 1,557 | $38K |
| Castleview Partners, LLC | 0.02% | Add +50.0% | 1,500 | $37K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -39.3% | 1,221 | $30K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 1,207 | $29K |
| CoreCap Advisors, LLC | 0.00% | Add +120.0% | 1,190 | $29K |
| Centerpoint Advisors, LLC | 0.01% | No change | 1,200 | $29K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,081 | $26K |
| Lanark Financial, Inc. | 0.00% | Reduce -65.3% | 1,088 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,056 | $26K |
| Jones Financial Companies LLLP | 0.00% | Reduce -22.6% | 967 | $25K |
| Pingora Partners LLC | 0.02% | No change | 1,000 | $24K |
| Providence Capital Advisors, LLC | 0.00% | No change | 1,000 | $24K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | New | 1,004 | $24K |
| IFP Advisors, Inc | 0.00% | New | 865 | $21K |
| NFSG Corp | 0.01% | New | 800 | $20K |
| Cwm, LLC | 0.00% | Add +149.1% | 725 | $18K |
| Hanson & Doremus Investment Management | 0.00% | No change | 576 | $14K |
| ORG Partners LLC | 0.00% | No change | 479 | $12K |
| Deutsche Bank AG | 0.00% | Reduce -56.3% | 418 | $10K |
| NewEdge Advisors, LLC | 0.00% | Reduce -5.5% | 412 | $10K |
| Aster Capital Management (DIFC) Ltd | 0.00% | — | 411 | $10K |
| Mechanics Financial Corp | 0.00% | New | 400 | $10K |
| Ramirez Asset Management, Inc. | 0.00% | Reduce -63.6% | 400 | $10K |
| Rakuten Securities, Inc. | 0.00% | Add +9.0% | 328 | $8K |
| TFC Financial Management, Inc. | 0.00% | Reduce -72.7% | 314 | $8K |
| First Personal Financial Services | 0.00% | No change | 310 | $8K |
| Financial Freedom, LLC | 0.00% | No change | 254 | $6K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 204 | $5K |
| Trust Co. of Vermont | 0.00% | No change | 200 | $5K |
| Stone House Investment Management, LLC | 0.00% | New | 195 | $5K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -44.0% | 191 | $5K |
| Darwin Wealth Management, LLC | 0.00% | New | 125 | $3K |
| First Horizon Advisors, Inc. | 0.00% | No change | 112 | $3K |
| Fairscale Capital, LLC | 0.00% | No change | 101 | $2K |
| IFS Advisors, LLC | 0.00% | No change | 100 | $2K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 100 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 100 | $2K |
| Eastern Bank | 0.00% | New | 100 | $2K |
| Pacer Advisors, Inc. | 0.00% | Add +30.3% | 86 | $2K |
| CI Investments Inc. | 0.00% | Add +1.5% | 66 | $2K |
| Harbour Investments, Inc. | 0.00% | Add +118.2% | 72 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 69 | $2K |
| Clear Point Advisors Inc. | 0.00% | Reduce -43.3% | 51 | $1K |
| Nvwm, LLC | 0.00% | No change | 50 | $1K |
| Colonial Trust Co / SC | 0.00% | No change | 44 | $1K |
| Versant Capital Management, Inc | 0.00% | New | 40 | $976 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 30 | $732 |
| Gen-Wealth Partners Inc | 0.00% | No change | 22 | $659 |
| Stephens Consulting, LLC | 0.00% | New | 25 | $610 |
| CVA Family Office, LLC | 0.00% | New | 24 | $585 |
| Clean Yield Group | 0.00% | No change | 20 | $488 |
| Global Financial Private Client, LLC | 0.00% | No change | 20 | $488 |
| Bear Mountain Capital, Inc. | 0.00% | New | 17 | $480 |
| Legacy Investment Solutions, LLC | 0.00% | — | 3 | $95 |
| Legacy Wealth Managment, LLC | 0.00% | — | 3 | $95 |
| Prestige Wealth Management Group LLC | 0.00% | New | 1 | $25 |
| Earned Wealth Advisors, LLC | 0.00% | New | 1 | $24 |
| Hemington Wealth Management | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is SYM's weight in each manager's 13F, not the share of Symbotic Inc. the manager owns.