SymboticSYM
13F holders, Q4 2024 (December 31)221holders +7
47new positions
48sold out
4famous investors
$23.72avg. 13F price*
At the end of Q4 2024, 221 institutions reported holding Symbotic Inc. (SYM) in their 13F filings, up 7 from Q3 2024. 47 opened new positions and 48 sold out. The largest holders were Softbank Group Corp. ($944.3M), Walmart Inc. ($355.6M) and Baillie Gifford & Co. ($329.7M). 4 famous investors held it, including Cathie Wood (0.0% of ARK Investment Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $47.2M |
| Exits | 48 | $67.0M |
All 13F filers, Q3 2024 → Q4 2024: 6,121,766 shares bought and 6,920,674 shares sold, net −798,908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 221 holders
| Softbank Group Corp. | 4.04% | No change | 39,825,312 | $944.3M |
| Walmart Inc. | 97.17% | — | 15,000,000 | $355.6M |
| Baillie Gifford & Co. | 0.25% | Reduce -1.2% | 13,904,789 | $329.7M |
| SVF Sponsor III (DE) LLC | 100.00% | No change | 9,090,000 | $215.5M |
| Vanguard Group Inc. | 0.00% | Add +41.3% | 4,970,292 | $117.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.06% | Reduce -4.0% | 1,156,364 | $27.5M |
| UBS Group AG | 0.01% | Add +576.9% | 978,517 | $23.2M |
| FMR LLC | 0.00% | Reduce -9.1% | 968,156 | $23.0M |
| BlackRock, Inc. | 0.00% | Add +18.4% | 930,293 | $22.1M |
| Raymond James Financial Inc. | 0.01% | — | 875,306 | $20.8M |
| Morgan Stanley | 0.00% | Add +23.1% | 867,207 | $20.6M |
| Thematics Asset Management | 0.78% | Reduce -28.0% | 754,862 | $17.9M |
| Zevenbergen Capital Investments LLC | 0.35% | Reduce -6.9% | 733,436 | $17.4M |
| Invesco Ltd. | 0.00% | Add +25.9% | 727,890 | $17.3M |
| Frontier Capital Management Co. LLC | 0.14% | Reduce -47.7% | 620,966 | $14.7M |
| TCW Group Inc. | 0.12% | Add +51.7% | 582,955 | $13.8M |
| Exchange Traded Concepts, LLC | 0.28% | Reduce -34.0% | 576,666 | $13.7M |
| Geode Capital Management, LLC | 0.00% | Add +0.3% | 505,114 | $12.0M |
| S Squared Technology, LLC | 4.43% | No change | 450,000 | $10.7M |
| BNP Paribas Financial Markets | 0.01% | New | 449,694 | $10.7M |
| Legal & General Group Plc | 0.00% | Reduce -31.5% | 420,147 | $10.0M |
| AXA S.A. | 0.03% | Reduce -2.3% | 367,486 | $8.7M |
| First Trust Advisors LP | 0.01% | Reduce -41.6% | 357,262 | $8.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -3.3% | 356,079 | $8.4M |
| Citadel Advisors | 0.01% | Add +216.1% | 329,924 | $7.8M |
| Two Sigma Investments, LP | 0.02% | Add +26.2% | 321,622 | $7.6M |
| State Street Corp. | 0.00% | Reduce -4.4% | 305,223 | $7.2M |
| Bank of America Corp. | 0.00% | Reduce -46.4% | 285,193 | $6.8M |
| Hodges Capital Management Inc. | 0.39% | Add +7.9% | 273,841 | $6.5M |
| National Bank of Canada | 0.01% | Add +7216.9% | 260,264 | $6.2M |
| Capital Fund Management S.A. | 0.06% | Add +72.0% | 246,572 | $5.8M |
| Hood River Capital Management LLC | 0.08% | New | 240,571 | $5.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.4% | 230,996 | $5.5M |
| ARK Investment Management | 0.04% | New | 190,067 | $4.5M |
| Divisadero Street Capital Management, LP | 0.56% | New | 187,317 | $4.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -73.1% | 184,106 | $4.4M |
| Janus Henderson Group PLC | 0.00% | Add +931.7% | 179,516 | $4.3M |
| Tidal Investments LLC | 0.03% | New | 174,672 | $4.1M |
| Twin Tree Management, LP | 0.09% | Add +22.4% | 155,729 | $3.7M |
| Sculptor Capital LP | 0.07% | No change | 132,200 | $3.1M |
| Wells Fargo & Company | 0.00% | Reduce -9.9% | 123,621 | $2.9M |
| Northern Trust Corp. | 0.00% | Add +23.7% | 110,148 | $2.6M |
| Register Financial Advisors LLC | 1.30% | Reduce -13.1% | 109,417 | $2.6M |
| Point72 Asset Management | 0.01% | New | 94,957 | $2.3M |
| Bourne Lent Asset Management Inc. | 0.79% | Add +34.8% | 87,210 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +373.0% | 85,077 | $2.0M |
| Taylor Frigon Capital Management LLC | 1.00% | Add +18.7% | 83,233 | $2.0M |
| Group One Trading LLC | 0.07% | Reduce -1.9% | 83,065 | $2.0M |
| Swiss National Bank | 0.00% | Add +2.4% | 81,700 | $1.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +26.4% | 73,801 | $1.7M |
| Tanaka Capital Management Inc. | 3.94% | Add +68.7% | 72,688 | $1.7M |
| Hunter Associates Investment Management LLC | 0.24% | Add +6.8% | 67,413 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -30.2% | 65,889 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +15.4% | 48,692 | $1.5M |
| Blair William & Co. | 0.00% | Reduce -2.2% | 61,091 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -18.2% | 58,340 | $1.4M |
| Sei Investments Co. | 0.00% | New | 58,335 | $1.4M |
| Robocap Asset Management Ltd | 0.92% | New | 57,680 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -72.3% | 57,507 | $1.4M |
| Danske Bank A/S | 0.00% | New | 55,734 | $1.3M |
| Headlands Technologies LLC | 0.13% | New | 53,032 | $1.3M |
| Amundi | 0.00% | Add +30.0% | 47,199 | $1.2M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -18.6% | 49,781 | $1.2M |
| Marathon Capital Management | 0.30% | Add +24.8% | 49,580 | $1.2M |
| Legacy Capital Wealth Partners, LLC | 0.29% | No change | 49,114 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 48,672 | $1.2M |
| PDT Partners, LLC | 0.10% | New | 47,540 | $1.1M |
| Next Century Growth Investors LLC | 0.08% | Reduce -70.2% | 45,582 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -29.2% | 44,607 | $1.1M |
| Bouvel Investment Partners, LLC | 0.38% | New | 44,539 | $1.1M |
| Susquehanna Fundamental Investments, LLC | 0.02% | — | 44,432 | $1.1M |
| LPL Financial LLC | 0.00% | Add +31.5% | 43,167 | $1.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -58.0% | 41,930 | $994K |
| Main Management ETF Advisors, LLC | 0.04% | Reduce -8.3% | 41,296 | $979K |
| 180 Wealth Advisors, LLC | 0.14% | Add +5.6% | 38,621 | $916K |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0.34% | Reduce -80.7% | 35,255 | $859K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -90.2% | 36,048 | $855K |
| Allianz SE | 0.02% | New | 35,072 | $854K |
| Virtu Financial LLC | 0.05% | New | 35,889 | $851K |
| California State Teachers Retirement System | 0.00% | Add +0.3% | 35,783 | $848K |
| Natixis | 0.01% | New | 34,906 | $828K |
| Capital Market Strategies LLC | 0.46% | New | 33,805 | $802K |
| Littlejohn Financial Services, Inc. | 0.70% | — | 33,067 | $784K |
| DDD Partners, LLC | 0.08% | Reduce -7.6% | 28,982 | $687K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.8% | 28,381 | $673K |
| Retirement Planning Co of New England, Inc. | 0.31% | Reduce -4.8% | 27,328 | $648K |
| HighTower Advisors, LLC | 0.00% | Add +13.0% | 26,371 | $625K |
| Advisors Asset Management, Inc. | 0.01% | Add +137.4% | 25,802 | $612K |
| HSBC Holdings PLC | 0.00% | New | 25,074 | $601K |
| Alberta Investment Management Corp | 0.00% | New | 24,700 | $586K |
| Cetera Investment Advisers | 0.00% | Add +5.7% | 24,621 | $584K |
| SG Americas Securities, LLC | 0.00% | New | 23,585 | $559K |
| Leonteq Securities AG | 0.05% | Add +41.8% | 22,319 | $529K |
| Engineers Gate Manager LP | 0.01% | Add +123.3% | 21,674 | $514K |
| Walleye Capital LLC | 0.01% | New | 21,615 | $512K |
| Millennium Management | 0.00% | Reduce -93.1% | 21,168 | $502K |
| Osaic Holdings, Inc. | 0.00% | Add +65.4% | 20,877 | $494K |
| Twinbeech Capital LP | 0.01% | New | 20,256 | $480K |
| AlphaCentric Advisors LLC | 0.47% | Reduce -20.0% | 20,000 | $474K |
| Verition Fund Management LLC | 0.00% | Reduce -42.0% | 19,197 | $455K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.9% | 18,542 | $440K |
| M&T Bank Corp | 0.00% | Add +23.5% | 18,095 | $429K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +11.1% | 16,451 | $422K |
| First Dallas Securities Inc. | 0.17% | Reduce -46.0% | 17,500 | $415K |
| JPMorgan Chase & Co. | 0.00% | Add +2.2% | 17,349 | $411K |
| MML Investors Services, LLC | 0.00% | Add +55.5% | 16,008 | $380K |
| CW Advisors, LLC | 0.00% | New | 15,000 | $356K |
| Susquehanna International Group, LLP | 0.00% | Reduce -89.1% | 14,545 | $345K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -2.0% | 14,224 | $343K |
| Greenwood Gearhart LLC | 0.02% | New | 14,217 | $337K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -3.8% | 12,830 | $313K |
| Intergy Private Wealth, LLC | 0.12% | New | 13,094 | $310K |
| Pathstone Holdings, LLC | 0.00% | Add +44.5% | 13,022 | $309K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +41.9% | 12,921 | $306K |
| Spire Wealth Management | 0.01% | New | 12,584 | $298K |
| Western Wealth Management, LLC | 0.02% | Reduce -20.6% | 12,350 | $293K |
| Arizona State Retirement System | 0.00% | Add +2.1% | 12,010 | $285K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.5% | 11,928 | $283K |
| Handelsbanken Fonder AB | 0.00% | Add +28.0% | 11,900 | $282K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +122.2% | 11,782 | $279K |
| Vista Investment Partners LLC | 0.08% | Reduce -43.1% | 11,299 | $268K |
| Gsa Capital Partners LLP | 0.02% | Reduce -54.5% | 11,242 | $267K |
| Scientech Research LLC | 0.07% | Reduce -9.3% | 10,244 | $243K |
| Bridgefront Capital, LLC | 0.08% | New | 10,032 | $238K |
| Comerica Bank | 0.00% | Reduce -71.9% | 9,938 | $236K |
| Citigroup Inc. | 0.00% | Reduce -23.9% | 9,616 | $228K |
| Bantamac Capital, LLC | 0.10% | Reduce -53.5% | 9,561 | $227K |
| Riverbridge Partners LLC | 0.00% | No change | 9,296 | $220K |
| Bayesian Capital Management, LP | 0.03% | New | 9,200 | $218K |
| Stifel Financial Corp. | 0.00% | Reduce -12.2% | 8,947 | $212K |
| Captrust Financial Advisors | 0.00% | Reduce -19.6% | 8,776 | $208K |
| Barclays PLC | 0.00% | Reduce -6.3% | 8,762 | $208K |
| Grove Street Fiduciary, LLC | 0.11% | — | 8,445 | $200K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +33.8% | 8,444 | $200K |
| KLP Kapitalforvaltning As | 0.00% | — | 8,200 | $194K |
| US Bancorp \de | 0.00% | Reduce -31.3% | 7,624 | $181K |
| Rakuten Securities, Inc. | 0.07% | Add +2200.6% | 7,546 | $179K |
| SBI Securities Co., Ltd. | 0.00% | — | 6,491 | $154K |
| CoreCap Advisors, LLC | 0.01% | Add +364.6% | 5,529 | $131K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 4,900 | $116K |
| Ostrum Asset Management | 0.01% | Add +49.2% | 4,487 | $106K |
| PNC Financial Services Group, Inc. | 0.00% | Add +146.1% | 3,832 | $91K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +40.0% | 3,566 | $85K |
| MCF Advisors LLC | 0.01% | New | 3,564 | $85K |
| Natixis Investment Managers International | 0.01% | Reduce -26.8% | 3,349 | $79K |
| Van Eck Associates Corp. | 0.00% | Reduce -25.6% | 2,601 | $62K |
| Jones Financial Companies LLLP | 0.00% | Add +154.1% | 2,457 | $58K |
| Private Trust Co. NA | 0.00% | New | 2,000 | $47K |
| Pilgrim Partners Asia Pte Ltd | 0.04% | — | 1,980 | $47K |
| Crewe Advisors LLC | 0.01% | Reduce -0.3% | 1,908 | $45K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,856 | $44K |
| Rhumbline Advisers | 0.00% | No change | 1,769 | $42K |
| Castleview Partners, LLC | 0.02% | No change | 1,500 | $37K |
| Farther Finance Advisors, LLC | 0.00% | Add +19.8% | 1,463 | $35K |
| IFP Advisors, Inc | 0.00% | Add +58.1% | 1,368 | $32K |
| Rothschild Investment LLC | 0.00% | Reduce -63.5% | 1,225 | $29K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 1,207 | $29K |
| Centerpoint Advisors, LLC | 0.01% | No change | 1,200 | $28K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,081 | $26K |
| Pingora Partners LLC | 0.02% | No change | 1,000 | $24K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | No change | 1,004 | $23K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Add +125.5% | 927 | $22K |
| Clearstead Advisors, LLC | 0.00% | Reduce -66.9% | 866 | $21K |
| NFSG Corp | 0.00% | No change | 800 | $19K |
| Concord Wealth Partners | 0.00% | New | 785 | $19K |
| AlphaQuest LLC | 0.00% | Reduce -73.5% | 669 | $16K |
| SRH Advisors, LLC | 0.00% | New | 650 | $15K |
| IMG Wealth Management, Inc. | 0.01% | — | 630 | $15K |
| Hanson & Doremus Investment Management | 0.00% | No change | 576 | $14K |
| RiverPark Advisors, LLC | 0.01% | Reduce -73.3% | 544 | $13K |
| NewEdge Advisors, LLC | 0.00% | Add +29.6% | 534 | $13K |
| Cwm, LLC | 0.00% | Reduce -29.4% | 512 | $12K |
| ORG Partners LLC | 0.00% | No change | 479 | $11K |
| Deutsche Bank AG | 0.00% | No change | 418 | $10K |
| Ramirez Asset Management, Inc. | 0.00% | No change | 400 | $9K |
| Arax Advisory Partners | 0.00% | New | 300 | $7K |
| Financial Freedom, LLC | 0.00% | No change | 254 | $6K |
| New Wave Wealth Advisors LLC | 0.00% | New | 225 | $5K |
| Trust Co. of Vermont | 0.00% | No change | 200 | $5K |
| Clearstead Trust, LLC | 0.00% | New | 173 | $4K |
| Harbour Investments, Inc. | 0.00% | Add +98.6% | 143 | $3K |
| Geneos Wealth Management Inc. | 0.00% | New | 128 | $3K |
| Darwin Wealth Management, LLC | 0.00% | No change | 125 | $3K |
| Rialto Wealth Management, LLC | 0.00% | — | 120 | $3K |
| R Squared Ltd | 0.00% | — | 120 | $3K |
| Beacon Capital Management, LLC | 0.00% | New | 113 | $3K |
| First Horizon Advisors, Inc. | 0.00% | No change | 112 | $3K |
| Caitong International Asset Management Co., Ltd | 0.00% | — | 111 | $3K |
| Fairscale Capital, LLC | 0.00% | No change | 101 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 100 | $2K |
| Murphy & Mullick Capital Management Corp | 0.00% | — | 100 | $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% | No change | 100 | $2K |
| Allworth Financial LP | 0.00% | New | 65 | $2K |
| Gen-Wealth Partners Inc | 0.00% | Add +272.7% | 82 | $2K |
| GAMMA Investing LLC | 0.00% | New | 74 | $2K |
| Pacer Advisors, Inc. | 0.00% | Reduce -17.4% | 71 | $2K |
| Principal Securities, Inc. | 0.00% | Reduce -13.0% | 60 | $1K |
| MAI Capital Management | 0.00% | New | 60 | $1K |
| Ameriflex Group, Inc. | 0.00% | — | 44 | $1K |
| Versant Capital Management, Inc | 0.00% | No change | 40 | $948 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 33 | $783 |
| Hexagon Capital Partners LLC | 0.00% | New | 31 | $735 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 30 | $711 |
| WR Wealth Planners, LLC | 0.00% | New | 25 | $593 |
| Stephens Consulting, LLC | 0.00% | No change | 25 | $593 |
| CVA Family Office, LLC | 0.00% | No change | 24 | $569 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 17 | $558 |
| Van Hulzen Asset Management, LLC | 0.00% | New | 20 | $475 |
| Decker Retirement Planning Inc. | 0.00% | — | 20 | $474 |
| Clean Yield Group | 0.00% | No change | 20 | $474 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 17 | $403 |
| Synergy Asset Management, LLC | 0.00% | New | 10 | $244 |
| Legacy Investment Solutions, LLC | 0.00% | No change | 3 | $80 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 3 | $80 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -99.7% | 3 | $71 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1 | $24 |
| Brooklyn Investment Group | 0.00% | New | 1 | $24 |
| Hemington Wealth Management | 0.00% | Add +100.0% | 2 | $0 |
"% of holder's portfolio" is SYM's weight in each manager's 13F, not the share of Symbotic Inc. the manager owns.