Symbotic Inc. (SYM) — Institutional Holders, Q2 2026

421 institutional investment managers reported a SYM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $5.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← SYM stock profile

SYM in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

172

Trimmed

Sold out

Biggest buyers

AMERIPRISE FINANCIALAdded · +1,963,912 sh+$88.3M
MORGAN STANLEYAdded · +1,537,246 sh+$69.1M
Daiwa Securities GroupNew · +947,266 sh+$42.6M
Navis Wealth AdvisorsAdded · +548,497 sh+$24.7M
JPMORGAN CHASEAdded · +526,130 sh+$23.6M

Biggest sellers

FRANKLIN RESOURCESTrimmed · -537,684 sh-$24.2M
Hood River Capital ManagementSold out · -524,415 sh-$23.6M
Burkehill Global ManagementSold out · -475,000 sh-$21.4M
GOLDMAN SACHS GROUPTrimmed · -400,149 sh-$18.0M
FMRTrimmed · -395,286 sh-$17.8M

SYM 13F holders ranked 1–100 of 421

Institutional investors reporting a position in Symbotic Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	SOFTBANK GROUP#1 · 39,825,312 sh	39,825,312	$1.8B	9.85%	0.0%
2	Walmart#2 · 15,000,000 sh	15,000,000	$674.3M	91.61%	0.0%
3	BAILLIE GIFFORD#3 · 12,263,759 sh	12,263,759	$551.3M	0.50%	-1.7%
4	VANGUARD PORTFOLIO MANAGEMENT#4 · 4,295,652 sh	4,295,652	$193.1M	<0.01%	+13.9%
5	MORGAN STANLEY#5 · 3,867,532 sh	3,867,532	$173.8M	<0.01%	+66.0%
6	VANGUARD CAPITAL MANAGEMENT#6 · 2,851,280 sh	2,851,280	$128.2M	<0.01%	-2.2%
7	JPMORGAN CHASE#7 · 2,889,676 sh	2,889,676	$121.9M	<0.01%	+22.3%
8	AMERIPRISE FINANCIAL#8 · 2,011,390 sh	2,011,390	$90.4M	0.02%	+4136.5%
9	BlackRock#9 · 1,756,855 sh	1,756,855	$79.0M	<0.01%	+21.6%
10	FMR#10 · 1,426,279 sh	1,426,279	$64.1M	<0.01%	-21.7%
11	TWO SIGMA INVESTMENTS#11 · 1,410,103 sh	1,410,103	$63.4M	0.05%	+50.0%
12	MIRAE ASSET GLOBAL ETFS Ltd.#12 · 1,101,318 sh	1,101,318	$49.3M	0.06%	+5.8%
13	BANK OF AMERICA#13 · 1,057,026 sh	1,057,026	$47.5M	<0.01%	+1.6%
14	RENAISSANCE TECHNOLOGIES#14 · 960,100 sh	960,100	$43.2M	0.06%	+34.3%
15	Daiwa Securities Group#15 · 947,266 sh	947,266	$42.6M	0.08%	New
16	GOLDMAN SACHS GROUP#16 · 935,611 sh	935,611	$42.1M	<0.01%	-30.0%
17	RAYMOND JAMES FINANCIAL#17 · 904,237 sh	904,237	$40.6M	0.01%	-5.5%
18	CANADA PENSION PLAN INVESTMENT BOARD#18 · 864,400 sh	864,400	$38.9M	0.02%	+118.3%
19	GEODE CAPITAL MANAGEMENT#19 · 823,795 sh	823,795	$37.0M	<0.01%	+0.2%
20	ARK Investment Management#20 · 796,749 sh	796,749	$35.8M	0.23%	+1.9%
21	MILLENNIUM MANAGEMENT#21 · 770,980 sh	770,980	$34.7M	0.01%	+115.7%
22	TCW GROUP#22 · 728,481 sh	728,481	$32.7M	0.22%	-0.4%
23	EXCHANGE TRADED CONCEPTS#23 · 688,141 sh	688,141	$30.9M	0.14%	+39.3%
24	Legal & General Group Plc#24 · 638,977 sh	638,977	$28.7M	<0.01%	+76.3%
25	Navis Wealth Advisors#25 · 615,291 sh	615,291	$27.7M	10.49%	+821.2%
26	Allspring Global Investments#26 · 586,310 sh	586,310	$26.4M	0.04%	-19.1%
27	STATE STREET#27 · 557,007 sh	557,007	$25.0M	<0.01%	+7.2%
28	UBS Group AG#28 · 520,420 sh	520,420	$23.4M	<0.01%	+30.4%
29	Trexquant Investment#29 · 499,408 sh	499,408	$22.4M	0.13%	+54.1%
30	S Squared Technology#30 · 487,126 sh	487,126	$21.9M	6.79%	+32.0%
31	FRONTIER CAPITAL MANAGEMENT#31 · 481,154 sh	481,154	$21.6M	0.20%	+96.3%
32	BNP PARIBAS FINANCIAL MARKETS#32 · 461,507 sh	461,507	$20.7M	<0.01%	+53.0%
33	Point72 Asset Management, L.P.#33 · 400,546 sh	400,546	$18.0M	0.02%	+94.0%
34	CHARLES SCHWAB INVESTMENT MANAGEMENT#34 · 381,719 sh	381,719	$17.2M	<0.01%	+0.9%
35	VANGUARD FIDUCIARY#35 · 375,810 sh	375,810	$16.9M	<0.01%	+3.0%
36	USS Investment Management Ltd#36 · 320,860 sh	320,860	$14.4M	0.05%	+13.8%
37	LPL Financial#37 · 307,117 sh	307,117	$13.8M	<0.01%	+1.6%
38	FIRST ADVISORS#38 · 299,806 sh	299,806	$13.5M	<0.01%	-2.8%
39	RPG Investment Advisory#39 · 266,959 sh	266,959	$12.0M	—	New
40	Mitsubishi UFJ & Banking#40 · 263,974 sh	263,974	$11.9M	0.03%	+0.7%
41	SIERRA SUMMIT ADVISORS#41 · 259,079 sh	259,079	$11.6M	1.30%	New
42	DRIEHAUS CAPITAL MANAGEMENT#42 · 257,504 sh	257,504	$11.6M	0.07%	New
43	CITADEL ADVISORS#43 · 255,657 sh	255,657	$11.5M	<0.01%	-59.2%
44	PRICE T ROWE ASSOCIATES#44 · 250,714 sh	250,714	$11.3M	<0.01%	+44.2%
45	CITIGROUP#45 · 236,956 sh	236,956	$10.7M	<0.01%	+13.5%
46	MIROVA#46 · 216,854 sh	216,854	$9.7M	0.36%	+14.3%
47	SG Americas Securities#47 · 211,061 sh	211,061	$9.5M	<0.01%	New
48	HEALTHCARE OF ONTARIO PENSION PLAN FUND#48 · 207,969 sh	207,969	$9.3M	0.01%	New
49	Amundi#49 · 196,385 sh	196,385	$8.8M	<0.01%	+80.9%
50	Bridgewater Associates#50 · 183,975 sh	183,975	$8.3M	0.03%	+3.9%
51	VICTORY CAPITAL MANAGEMENT#51 · 180,001 sh	180,001	$8.1M	<0.01%	+26.6%
52	NORTHERN#52 · 174,095 sh	174,095	$7.8M	<0.01%	-4.0%
53	ADAGE CAPITAL PARTNERS GP, L.L.C.#53 · 172,081 sh	172,081	$7.7M	0.01%	+14.4%
54	Mubadala Investment PJSC#54 · 171,900 sh	171,900	$7.7M	0.02%	New
55	Man Group plc#55 · 165,222 sh	165,222	$7.4M	0.01%	+294.7%
56	Qube Research & Technologies Ltd#56 · 159,305 sh	159,305	$7.2M	<0.01%	New
57	NATIXIS#57 · 157,904 sh	157,904	$7.1M	0.03%	+1637.9%
58	WELLS FARGO & COMPANY#58 · 153,035 sh	153,035	$6.9M	<0.01%	-2.2%
59	WILEY BROS.-AINTREE CAPITAL#59 · 140,800 sh	140,800	$6.3M	0.03%	+57.2%
60	SEVEN GRAND MANAGERS#60 · 137,500 sh	137,500	$6.2M	0.25%	+266.7%
61	CAPITAL FUND MANAGEMENT S.A.#61 · 137,333 sh	137,333	$6.2M	0.03%	+27.7%
62	Swiss National Bank#62 · 132,500 sh	132,500	$6.0M	<0.01%	+34.1%
63	TUDOR INVESTMENT ET AL#63 · 121,312 sh	121,312	$5.5M	<0.01%	-17.9%
64	BLAIR WILLIAM#64 · 117,920 sh	117,920	$5.3M	0.01%	+2.5%
65	Handelsbanken Fonder AB#65 · 114,152 sh	114,152	$5.1M	0.01%	-49.2%
66	IQ EQ FUND MANAGEMENT (IRELAND) Ltd#66 · 110,553 sh	110,553	$5.0M	0.32%	-3.5%
67	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#67 · 109,508 sh	109,508	$4.9M	<0.01%	+17.0%
68	DIMENSIONAL FUND ADVISORS#68 · 109,385 sh	109,385	$4.9M	<0.01%	+0.3%
69	Slow Capital#69 · 107,659 sh	107,659	$4.8M	—	-11.4%
70	STIFEL FINANCIAL#70 · 102,226 sh	102,226	$4.6M	<0.01%	+94.2%
71	ROYAL BANK OF CANADA#71 · 100,562 sh	100,562	$4.5M	<0.01%	+0.5%
72	Invesco Ltd.#72 · 91,477 sh	91,477	$4.1M	<0.01%	+9.2%
73	BOURNE LENT ASSET MANAGEMENT#73 · 89,710 sh	89,710	$4.0M	1.39%	+2.6%
74	Schonfeld Strategic Advisors#74 · 87,482 sh	87,482	$3.9M	0.01%	+441.5%
75	SUSQUEHANNA INTERNATIONAL GROUP, LLP#75 · 86,010 sh	86,010	$3.9M	<0.01%	-3.9%
76	ExodusPoint Capital Management#76 · 83,077 sh	83,077	$3.7M	0.02%	New
77	PICTON MAHONEY ASSET MANAGEMENT#77 · 77,404 sh	77,404	$3.5M	0.03%	-7.2%
78	DDD Partners#78 · 75,791 sh	75,791	$3.4M	0.21%	+70.8%
79	HRT FINANCIAL#79 · 75,619 sh	75,619	$3.4M	<0.01%	+187.5%
80	Advisors Asset Management#80 · 75,109 sh	75,109	$3.4M	0.05%	+4.1%
81	LOS ANGELES CAPITAL MANAGEMENT#81 · 73,468 sh	73,468	$3.3M	0.01%	+106.8%
82	FORA Capital#82 · 72,003 sh	72,003	$3.2M	0.22%	+1331.5%
83	Woodson Capital Management#83 · 70,000 sh	70,000	$3.1M	0.53%	+159.8%
84	MARATHON CAPITAL MANAGEMENT#84 · 69,780 sh	69,780	$3.1M	—	+79.5%
85	FCF Advisors#85 · 69,160 sh	69,160	$3.1M	0.57%	New
86	ALGERT GLOBAL#86 · 68,630 sh	68,630	$3.1M	0.04%	+25.5%
87	Cetera Investment Advisers#87 · 68,244 sh	68,244	$3.1M	<0.01%	+47.6%
88	Legacy Capital Wealth Partners#88 · 63,513 sh	63,513	$2.9M	—	+21.0%
89	Entropy Technologies#89 · 63,044 sh	63,044	$2.8M	0.11%	+279.2%
90	Register Financial Advisors#90 · 62,522 sh	62,522	$2.8M	—	+4.2%
91	BARCLAYS PLC#91 · 62,262 sh	62,262	$2.8M	<0.01%	+40.8%
92	180 WEALTH ADVISORS#92 · 61,717 sh	61,717	$2.8M	0.28%	+3.6%
93	Taylor Frigon Capital Management#93 · 60,700 sh	60,700	$2.7M	—	+50.0%
94	MARSHALL WACE, LLP#94 · 60,362 sh	60,362	$2.7M	<0.01%	-71.7%
95	XTX Topco Ltd#95 · 59,967 sh	59,967	$2.7M	0.03%	New
96	AQR CAPITAL MANAGEMENT#96 · 59,615 sh	59,615	$2.7M	<0.01%	+22.2%
97	Holocene Advisors#97 · 57,915 sh	57,915	$2.6M	<0.01%	New
98	Engineers Gate Manager#98 · 56,930 sh	56,930	$2.6M	0.03%	+469.6%
99	OSAIC#99 · 56,691 sh	56,691	$2.5M	<0.01%	+15.3%
100	PEAK6#100 · 55,357 sh	55,357	$2.5M	<0.01%	New

Funds that sold out of SYM in Q2 2026 (79)

Held SYM at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held SYM in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Hood River Capital Management524,415 sh	524,415	$27.9M
Burkehill Global Management475,000 sh	475,000	$25.3M
Ghisallo Capital Management250,000 sh	250,000	$13.3M
Aquatic Capital Management126,521 sh	126,521	$6.7M
Susquehanna Portfolio Strategies81,620 sh	81,620	$4.3M
Black Swift Group53,625 sh	53,625	$2.9M
1832 Asset Management L.P.44,100 sh	44,100	$2.3M
Freemont Management S.A.30,200 sh	30,200	$1.6M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP26,141 sh	26,141	$1.4M
Park West Asset Management25,000 sh	25,000	$1.3M
Mutual Advisors19,099 sh	19,099	$1.0M
BANK OF MONTREAL18,283 sh	18,283	$972.7K
Darden Wealth Group12,915 sh	12,915	$687.1K
OPPENHEIMER11,869 sh	11,869	$631.4K
Clear Creek Financial Management11,652 sh	11,652	$619.9K
ALLSTATE11,560 sh	11,560	$615.0K
United Asset Strategies11,246 sh	11,246	$598.3K
ALTFEST L J10,960 sh	10,960	$583.1K
LGL PARTNERS10,000 sh	10,000	$532.0K
Veracity Capital9,160 sh	9,160	$487.3K
Blueshift Asset Management8,974 sh	8,974	$477.4K
Patten Group8,488 sh	8,488	$451.6K
Prime Capital Investment Advisors8,355 sh	8,355	$444.5K
Banque Cantonale Vaudoise7,044 sh	7,044	$375.0K
Willis Johnson & Associates7,015 sh	7,015	$373.2K
Arista Wealth Management7,000 sh	7,000	$372.4K
Alchemi Wealth6,600 sh	6,600	$351.1K
Qsemble Capital Management6,078 sh	6,078	$323.4K
ZAZOVE ASSOCIATES5,000 sh	5,000	$297.5K
Gotham Asset Management5,407 sh	5,407	$287.7K
GSA CAPITAL PARTNERS LLP5,221 sh	5,221	$278.0K
Chung Wu Investment Group5,200 sh	5,200	$276.6K
Moors & Cabot5,125 sh	5,125	$272.6K
Defiance ETFs4,980 sh	4,980	$264.9K
TWO SIGMA SECURITIES4,889 sh	4,889	$260.1K
CIBC Bancorp USA4,661 sh	4,661	$248.0K
Catalyst Funds Management Pty Ltd4,600 sh	4,600	$244.7K
THRIVENT FINANCIAL FOR LUTHERANS4,532 sh	4,532	$241.0K
GRIFFIN ASSET MANAGEMENT4,520 sh	4,520	$240.5K
MONEY CONCEPTS CAPITAL4,489 sh	4,489	$238.8K
OneDigital Investment Advisors4,430 sh	4,430	$235.7K
Cresset Asset Management4,385 sh	4,385	$233.3K
CIBC Asset Management4,375 sh	4,375	$232.8K
SIG BROKERAGE4,324 sh	4,324	$230.0K
PARSONS CAPITAL MANAGEMENT4,150 sh	4,150	$220.8K
Aldebaran Financial4,100 sh	4,100	$218.1K
Regal Partners Ltd4,000 sh	4,000	$212.8K
Intergy Private Wealth4,000 sh	4,000	$212.8K
Bridgefront Capital3,925 sh	3,925	$208.8K
Perennial Investment Advisors3,895 sh	3,895	$207.2K
Brookstone Capital Management3,837 sh	3,837	$204.1K
OAK ASSOCIATES LTD3,808 sh	3,808	$202.6K
Focus Partners Wealth3,786 sh	3,786	$201.4K
Tower Research Capital (TRC)3,088 sh	3,088	$164.3K
Western Wealth Management2,130 sh	2,130	$113.3K
RHUMBLINE ADVISERS1,769 sh	1,769	$94.1K
QUADRANT CAPITAL GROUP1,600 sh	1,600	$91.5K
Intentional Wealth Strategies749 sh	749	$39.8K
Hanson & Doremus Investment Management576 sh	576	$31.0K
Sound Income Strategies360 sh	360	$19.7K
KERR FINANCIAL PLANNING300 sh	300	$17.0K
Financial Freedom254 sh	254	$13.5K
Golden State Equity Partners233 sh	233	$12.4K
Front Row Advisors200 sh	200	$10.6K
Covestor Ltd159 sh	159	$8.0K
EVOLUTION WEALTH MANAGEMENT100 sh	100	$5.3K
BankPlus Department100 sh	100	$5.3K
HighMark Wealth Management56 sh	56	$3.0K
CURIO WEALTH40 sh	40	$2.1K
Sunrise Financial Services24 sh	24	$1.3K
Bell Investment Advisors23 sh	23	$1.2K
Root Financial Partners22 sh	22	$1.2K
Manchester Capital Management10 sh	10	$532.00
Basecamp Wealth Advisors9 sh	9	$479.00
Legacy Wealth Managment3 sh	3	$160.00
Vermillion Wealth Management2 sh	2	$106.00
1015 Capital Partners2 sh	2	$106.00
Dunhill Financial1 sh	1	$55.00
DiNuzzo Private Wealth1 sh	1	$54.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.