SymboticSYM
13F holders, Q1 2025 (March 31)221holders
47new positions
42sold out
3famous investors
$20.21avg. 13F price*
At the end of Q1 2025, 221 institutions reported holding Symbotic Inc. (SYM) in their 13F filings, unchanged from Q4 2024. 47 opened new positions and 42 sold out. The largest holders were Softbank Group Corp. ($804.9M), Walmart Inc. ($303.1M) and Baillie Gifford & Co. ($277.0M). 3 famous investors held it, including Cathie Wood (0.1% of ARK Investment Management's portfolio), 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $25.4M |
| Exits | 42 | $30.4M |
All 13F filers, Q4 2024 → Q1 2025: 5,013,436 shares bought and 4,272,540 shares sold, net +740,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 221 holders
| Softbank Group Corp. | 2.75% | No change | 39,825,312 | $804.9M |
| Walmart Inc. | 97.36% | No change | 15,000,000 | $303.1M |
| Baillie Gifford & Co. | 0.24% | Reduce -1.4% | 13,706,465 | $277.0M |
| SVF Sponsor III (DE) LLC | 100.00% | No change | 9,090,000 | $183.7M |
| Vanguard Group Inc. | 0.00% | Reduce -8.0% | 4,573,396 | $92.4M |
| Morgan Stanley | 0.00% | Add +75.0% | 1,517,336 | $30.7M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.06% | Add +16.2% | 1,343,902 | $27.2M |
| Raymond James Financial Inc. | 0.01% | Add +12.1% | 980,922 | $19.8M |
| UBS Group AG | 0.00% | Reduce -6.2% | 917,742 | $18.5M |
| BlackRock, Inc. | 0.00% | Reduce -8.3% | 853,456 | $17.2M |
| BNP Paribas Financial Markets | 0.01% | Add +76.7% | 794,592 | $16.1M |
| Thematics Asset Management | 0.76% | Reduce -1.9% | 740,544 | $15.0M |
| Frontier Capital Management Co. LLC | 0.15% | Add +11.3% | 691,318 | $14.0M |
| Exchange Traded Concepts, LLC | 0.25% | Add +18.1% | 680,734 | $13.8M |
| FMR LLC | 0.00% | Reduce -30.7% | 671,149 | $13.6M |
| TCW Group Inc. | 0.11% | Add +1.8% | 593,442 | $12.0M |
| Zevenbergen Capital Investments LLC | 0.28% | Reduce -23.3% | 562,868 | $11.4M |
| Geode Capital Management, LLC | 0.00% | Add +8.2% | 546,324 | $11.0M |
| Legal & General Group Plc | 0.00% | Add +15.3% | 484,313 | $9.8M |
| S Squared Technology, LLC | 4.96% | Add +6.7% | 480,000 | $9.7M |
| Bank of America Corp. | 0.00% | Add +66.3% | 474,218 | $9.6M |
| Millennium Management | 0.01% | Add +1957.7% | 435,567 | $8.8M |
| ARK Investment Management | 0.08% | Add +106.9% | 393,293 | $7.9M |
| Hood River Capital Management LLC | 0.13% | Add +51.9% | 365,521 | $7.4M |
| AXA S.A. | 0.02% | Reduce -2.5% | 358,439 | $7.2M |
| First Trust Advisors LP | 0.01% | Reduce -2.4% | 348,845 | $7.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.02% | Reduce -4.3% | 340,769 | $6.9M |
| State Street Corp. | 0.00% | Add +2.6% | 313,270 | $6.3M |
| Capital Fund Management S.A. | 0.07% | Add +3.0% | 254,010 | $5.1M |
| Canada Pension Plan Investment Board | 0.00% | New | 245,800 | $5.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.2% | 231,453 | $4.7M |
| Invesco Ltd. | 0.00% | Reduce -68.6% | 228,379 | $4.6M |
| Cubist Systematic Strategies, LLC | 0.06% | New | 227,097 | $4.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +18.6% | 218,432 | $4.4M |
| T. Rowe Price Associates Inc. | 0.00% | New | 210,001 | $4.2M |
| Ensign Peak Advisors, Inc | 0.01% | Add +244.3% | 198,005 | $4.0M |
| Citadel Advisors | 0.00% | Reduce -54.6% | 149,869 | $3.0M |
| Wells Fargo & Company | 0.00% | Add +17.3% | 144,987 | $2.9M |
| Two Sigma Investments, LP | 0.01% | Reduce -55.1% | 144,425 | $2.9M |
| Robocap Asset Management Ltd | 2.12% | Add +143.1% | 140,222 | $2.8M |
| Blair William & Co. | 0.01% | Add +122.3% | 135,798 | $2.7M |
| PDT Partners, LLC | 0.17% | Add +154.4% | 120,937 | $2.4M |
| Register Financial Advisors LLC | 1.26% | Add +9.5% | 119,767 | $2.4M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1.09% | Add +224.1% | 114,255 | $2.3M |
| Citigroup Inc. | 0.00% | Add +1056.5% | 111,208 | $2.2M |
| Northern Trust Corp. | 0.00% | Reduce -0.3% | 109,869 | $2.2M |
| Marathon Capital Management | 0.59% | Add +118.5% | 108,335 | $2.2M |
| Victory Capital Management Inc. | 0.00% | New | 94,077 | $1.9M |
| Bourne Lent Asset Management Inc. | 0.77% | Add +1.3% | 88,360 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +317.5% | 87,167 | $1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +15.0% | 84,899 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +28.8% | 84,856 | $1.7M |
| Twin Tree Management, LP | 0.04% | Reduce -47.1% | 82,409 | $1.7M |
| Swiss National Bank | 0.00% | Add +0.9% | 82,400 | $1.7M |
| Taylor Frigon Capital Management LLC | 0.99% | Reduce -1.4% | 82,024 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Add +36.5% | 79,644 | $1.6M |
| Verition Fund Management LLC | 0.01% | Add +305.7% | 77,877 | $1.6M |
| Sei Investments Co. | 0.00% | Add +29.1% | 75,283 | $1.5M |
| Freemont Management S.A. | 0.58% | New | 73,200 | $1.5M |
| Balyasny Asset Management L.P. | 0.00% | Add +92.6% | 69,421 | $1.4M |
| LPL Financial LLC | 0.00% | Add +58.8% | 68,531 | $1.4M |
| Amundi | 0.00% | Add +53.0% | 72,192 | $1.3M |
| Wolverine Trading, LLC | 0.04% | New | 62,093 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +150.5% | 61,674 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Add +35.8% | 60,554 | $1.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +18.3% | 58,905 | $1.2M |
| 180 Wealth Advisors, LLC | 0.17% | Add +38.8% | 53,620 | $1.1M |
| Tanaka Capital Management Inc. | 2.57% | Reduce -26.6% | 53,376 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.7% | 50,486 | $1.0M |
| Legacy Capital Wealth Partners, LLC | 0.24% | No change | 49,114 | $993K |
| Capital Market Strategies LLC | 0.65% | Add +42.5% | 48,162 | $973K |
| DDD Partners, LLC | 0.12% | Add +65.9% | 48,073 | $972K |
| Littlejohn Financial Services, Inc. | 0.72% | Add +36.0% | 44,982 | $909K |
| Natixis | 0.01% | Add +24.2% | 43,350 | $878K |
| California State Teachers Retirement System | 0.00% | No change | 35,783 | $723K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 35,410 | $716K |
| Advisors Asset Management, Inc. | 0.01% | Add +36.7% | 35,261 | $713K |
| Fieldview Capital Management, LLC | 0.10% | New | 34,765 | $703K |
| Walleye Capital LLC | 0.01% | Add +57.9% | 34,130 | $690K |
| SG Americas Securities, LLC | 0.00% | Add +44.1% | 33,986 | $687K |
| HighTower Advisors, LLC | 0.00% | Add +28.8% | 33,955 | $686K |
| Marex Group Ltd | 0.01% | New | 33,931 | $686K |
| Retirement Planning Co of New England, Inc. | 0.32% | Add +17.3% | 32,059 | $648K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +9.6% | 31,106 | $629K |
| Engineers Gate Manager LP | 0.01% | Add +40.2% | 30,384 | $614K |
| Ameriprise Financial Inc. | 0.00% | Reduce -29.7% | 29,492 | $596K |
| Arkfeld Wealth Strategies, L.L.C. | 0.26% | New | 27,593 | $590K |
| Main Management ETF Advisors, LLC | 0.03% | Reduce -30.2% | 28,840 | $583K |
| Symmetry Investments LP | 0.05% | New | 28,495 | $576K |
| JPMorgan Chase & Co. | 0.00% | Add +44.2% | 25,012 | $505K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -49.4% | 24,643 | $498K |
| Simplex Trading, LLC | 0.02% | New | 24,628 | $497K |
| Comerica Bank | 0.00% | Add +139.5% | 23,803 | $481K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.06% | New | 23,158 | $468K |
| Leonteq Securities AG | 0.04% | Add +3.7% | 23,135 | $465K |
| Envestnet Asset Management Inc. | 0.00% | Add +19.3% | 22,118 | $447K |
| M&T Bank Corp | 0.00% | Add +14.8% | 20,768 | $420K |
| Janus Henderson Group PLC | 0.00% | Reduce -90.3% | 17,400 | $351K |
| Pinnacle Associates Ltd. | 0.01% | New | 17,265 | $349K |
| Marshall Wace, LLP | 0.00% | New | 17,261 | $349K |
"% of holder's portfolio" is SYM's weight in each manager's 13F, not the share of Symbotic Inc. the manager owns.