Symbotic Inc. (SYM) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SYM 13F holders ranked 201–300 of 421
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | NewEdge Advisors#201 · 11,452 sh | 11,452 | $514.8K | <0.01% | New |
| 202 | Financial Engines Advisors L.L.C.#202 · 11,265 sh | 11,265 | $506.4K | <0.01% | -30.3% |
| 203 | BlueCrest Capital Management Ltd#203 · 10,000 sh | 10,000 | $449.5K | 0.01% | New |
| 204 | Concentric Capital Strategies#204 · 9,843 sh | 9,843 | $442.4K | 0.02% | New |
| 205 | Vestmark Advisory Solutions#205 · 9,586 sh | 9,586 | $430.9K | <0.01% | New |
| 206 | D.A. DAVIDSON#206 · 9,120 sh | 9,120 | $409.9K | <0.01% | +24.6% |
| 207 | Tyche Wealth Partners#207 · 8,990 sh | 8,990 | $404.1K | 0.06% | 0.0% |
| 208 | SEI INVESTMENTS#208 · 8,887 sh | 8,887 | $399.5K | <0.01% | -93.8% |
| 209 | Havemeyer Place#209 · 8,777 sh | 8,777 | $394.5K | 0.04% | -53.1% |
| 210 | LAFFER TENGLER INVESTMENTS#210 · 8,766 sh | 8,766 | $394.0K | 0.05% | +9.3% |
| 211 | TigerOak Management, L.L.C.#211 · 8,640 sh | 8,640 | $388.4K | — | New |
| 212 | OP Asset Management Ltd#212 · 8,513 sh | 8,513 | $382.7K | <0.01% | New |
| 213 | AMERICAN CENTURY COMPANIES#213 · 8,410 sh | 8,410 | $378.0K | <0.01% | +11.7% |
| 214 | DEUTSCHE BANK AG\#214 · 8,331 sh | 8,331 | $374.5K | <0.01% | +45.0% |
| 215 | WEALTH ENHANCEMENT ADVISORY SERVICES#215 · 8,484 sh | 8,484 | $370.2K | — | +72.8% |
| 216 | MAI Capital Management#216 · 8,236 sh | 8,236 | $370.2K | <0.01% | +1347.5% |
| 217 | Mariner#217 · 8,185 sh | 8,185 | $368.0K | <0.01% | -62.3% |
| 218 | Bayesian Capital Management#218 · 8,149 sh | 8,149 | $366.3K | 0.23% | New |
| 219 | Werlinich Asset Management#219 · 8,108 sh | 8,108 | $364.5K | — | +1.2% |
| 220 | KINGSWOOD WEALTH ADVISORS#220 · 8,065 sh | 8,065 | $362.5K | — | +14.8% |
| 221 | Janney Montgomery Scott#221 · 7,981 sh | 7,981 | $359.0K | <0.01% | +83.9% |
| 222 | AlphaGrep UK Ltd#222 · 7,911 sh | 7,911 | $355.6K | 0.11% | New |
| 223 | Lakeshore Financial Planning#223 · 7,803 sh | 7,803 | $350.7K | — | New |
| 224 | PNC FINANCIAL SERVICES GROUP#224 · 7,603 sh | 7,603 | $341.8K | <0.01% | +23.4% |
| 225 | Somerset#225 · 7,427 sh | 7,427 | $333.8K | — | +0.4% |
| 226 | Addison Capital#226 · 7,375 sh | 7,375 | $331.5K | 0.05% | 0.0% |
| 227 | MARK SHEPTOFF FINANCIAL PLANNING#227 · 7,325 sh | 7,325 | $329.3K | 0.17% | -6.4% |
| 228 | FRANKLIN RESOURCES#228 · 7,308 sh | 7,308 | $328.5K | <0.01% | -98.7% |
| 229 | IFP Advisors#229 · 7,203 sh | 7,203 | $323.8K | — | +17.9% |
| 230 | Farther Finance Advisors#230 · 7,088 sh | 7,088 | $318.1K | — | +36.4% |
| 231 | Centiva Capital#231 · 7,058 sh | 7,058 | $317.3K | <0.01% | New |
| 232 | Palumbo Wealth Management#232 · 6,984 sh | 6,984 | $313.9K | 0.07% | +2.0% |
| 233 | Vestcor#233 · 6,926 sh | 6,926 | $311.0K | <0.01% | 0.0% |
| 234 | FIFTH THIRD BANCORP#234 · 6,917 sh | 6,917 | $310.9K | <0.01% | +28.5% |
| 235 | CAPSTONE INVESTMENT ADVISORS#235 · 6,912 sh | 6,912 | $310.7K | <0.01% | New |
| 236 | MERCER GLOBAL ADVISORS#236 · 6,808 sh | 6,808 | $306.0K | <0.01% | -24.6% |
| 237 | Wealthcare Advisory Partners#237 · 6,792 sh | 6,792 | $305.3K | — | +41.9% |
| 238 | TD ASSET MANAGEMENT#238 · 6,572 sh | 6,572 | $295.4K | <0.01% | +7.3% |
| 239 | Federation des caisses Desjardins du Quebec#239 · 6,503 sh | 6,503 | $292.3K | <0.01% | +41.0% |
| 240 | West Tower Group#240 · 6,500 sh | 6,500 | $292.2K | — | -7.1% |
| 241 | Onyx Bridge Wealth Group#241 · 6,479 sh | 6,479 | $291.2K | — | 0.0% |
| 242 | Savant Capital#242 · 6,168 sh | 6,168 | $290.0K | <0.01% | New |
| 243 | Intrepid Financial Planning Group#243 · 6,420 sh | 6,420 | $288.6K | 0.10% | -0.8% |
| 244 | Phoenix Financial Ltd.#244 · 6,200 sh | 6,200 | $277.9K | <0.01% | 0.0% |
| 245 | Magnetar Financial#245 · 6,177 sh | 6,177 | $277.7K | <0.01% | New |
| 246 | MCGUIRE CAPITAL ADVISORS#246 · 6,177 sh | 6,177 | $277.7K | 0.15% | +307.7% |
| 247 | Universal- Beteiligungs- und Servicegesellschaft mbH#247 · 6,150 sh | 6,150 | $276.4K | <0.01% | -54.5% |
| 248 | O'SHAUGHNESSY ASSET MANAGEMENT#248 · 6,145 sh | 6,145 | $276.2K | <0.01% | +45.0% |
| 249 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#249 · 6,114 sh | 6,114 | $274.9K | 0.02% | +4.6% |
| 250 | SBI Securities , Ltd.#250 · 6,040 sh | 6,040 | $271.5K | — | +0.8% |
| 251 | BOOTHBAY FUND MANAGEMENT#251 · 5,959 sh | 5,959 | $267.9K | <0.01% | -78.4% |
| 252 | Malaga Cove Capital#252 · 5,943 sh | 5,943 | $267.1K | — | +39.1% |
| 253 | Sigma Planning#253 · 5,881 sh | 5,881 | $264.4K | — | +5.9% |
| 254 | FOX RUN MANAGEMENT, L.L.C.#254 · 5,880 sh | 5,880 | $264.3K | 0.04% | New |
| 255 | Merit Financial Group#255 · 5,813 sh | 5,813 | $261.3K | <0.01% | New |
| 256 | Concurrent Investment Advisors#256 · 5,811 sh | 5,811 | $261.2K | — | +5.2% |
| 257 | Advisory Alpha#257 · 5,635 sh | 5,635 | $253.3K | <0.01% | New |
| 258 | LBP AM SA#258 · 5,616 sh | 5,616 | $252.4K | <0.01% | +44.0% |
| 259 | Osbon Capital Management#259 · 5,615 sh | 5,615 | $252.4K | 0.20% | 0.0% |
| 260 | Marex Group plc#260 · 5,564 sh | 5,564 | $250.1K | <0.01% | New |
| 261 | D. E. Shaw#261 · 5,478 sh | 5,478 | $246.2K | <0.01% | -97.8% |
| 262 | Creative Planning#262 · 5,462 sh | 5,462 | $245.5K | <0.01% | -7.8% |
| 263 | Vanguard Personalized Indexing Management#263 · 5,374 sh | 5,374 | $241.6K | <0.01% | -18.7% |
| 264 | DB&C Advisors#264 · 5,373 sh | 5,373 | $241.5K | — | New |
| 265 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO#265 · 5,356 sh | 5,356 | $241.0K | <0.01% | 0.0% |
| 266 | Midwest Professional Planners, LTD.#266 · 5,308 sh | 5,308 | $238.6K | 0.05% | +8.7% |
| 267 | PRIVATE NA#267 · 5,250 sh | 5,250 | $236.0K | — | 0.0% |
| 268 | MACKENZIE FINANCIAL#268 · 5,231 sh | 5,231 | $235.1K | <0.01% | +6.4% |
| 269 | QRG CAPITAL MANAGEMENT#269 · 5,100 sh | 5,100 | $229.3K | <0.01% | +7.2% |
| 270 | Global Retirement Partners#270 · 5,089 sh | 5,089 | $228.8K | <0.01% | — |
| 271 | Central Pacific Bank - Division#271 · 5,074 sh | 5,074 | $228.1K | — | -50.9% |
| 272 | GABLES CAPITAL MANAGEMENT#272 · 5,000 sh | 5,000 | $224.8K | 0.08% | +150.0% |
| 273 | Eurizon Capital SGR S.p.A.#273 · 5,042 sh | 5,042 | $224.6K | <0.01% | +177.0% |
| 274 | Tannin Capital#274 · 4,922 sh | 4,922 | $221.2K | 0.15% | -0.8% |
| 275 | Swiss Life Asset Management Ltd#275 · 4,623 sh | 4,623 | $207.8K | <0.01% | New |
| 276 | Ascent Wealth Partners#276 · 4,621 sh | 4,621 | $207.7K | — | +17.2% |
| 277 | SlateStone Wealth#277 · 4,514 sh | 4,514 | $203.0K | 0.02% | +0.2% |
| 278 | Waverly Advisors#278 · 4,498 sh | 4,498 | $202.2K | <0.01% | -5.4% |
| 279 | CoreCap Advisors#279 · 4,398 sh | 4,398 | $197.7K | — | -9.4% |
| 280 | Integrated Wealth Concepts#280 · 4,188 sh | 4,188 | $188.3K | <0.01% | New |
| 281 | MCF Advisors#281 · 3,564 sh | 3,564 | $160.2K | <0.01% | 0.0% |
| 282 | ACTION POINT FINANCIAL PLANNING#282 · 3,558 sh | 3,558 | $159.9K | 0.02% | New |
| 283 | Aster Capital Management (DIFC) Ltd#283 · 3,546 sh | 3,546 | $159.4K | 0.03% | New |
| 284 | Walleye Trading#284 · 3,120 sh | 3,120 | $140.2K | <0.01% | New |
| 285 | JTC Employer Solutions Trusteee Ltd#285 · 2,694 sh | 2,694 | $121.0K | <0.01% | 0.0% |
| 286 | CENTAURUS FINANCIAL#286 · 2,608 sh | 2,608 | $117.0K | <0.01% | -7.3% |
| 287 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.#287 · 2,274 sh | 2,274 | $102.2K | — | +13.9% |
| 288 | US BANCORP \DE\#288 · 2,213 sh | 2,213 | $99.5K | <0.01% | -16.0% |
| 289 | Resona Asset Management ,Ltd.#289 · 2,352 sh | 2,352 | $99.1K | <0.01% | New |
| 290 | AdvisorNet Financial#290 · 2,000 sh | 2,000 | $89.9K | — | 0.0% |
| 291 | Nykredit A/S#291 · 1,984 sh | 1,984 | $89.2K | <0.01% | — |
| 292 | Rakuten Securities#292 · 1,972 sh | 1,972 | $88.6K | 0.02% | -38.7% |
| 293 | Crewe Advisors#293 · 1,900 sh | 1,900 | $85.4K | <0.01% | 0.0% |
| 294 | Northwest & Ethical Investments L.P.#294 · 1,889 sh | 1,889 | $79.6K | <0.01% | -62.2% |
| 295 | IAG Wealth Partners#295 · 1,752 sh | 1,752 | $78.8K | <0.01% | 0.0% |
| 296 | KBC Group NV#296 · 1,699 sh | 1,699 | $76.0K | — | 0.0% |
| 297 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#297 · 1,607 sh | 1,607 | $72.2K | 0.00% | +3.9% |
| 298 | Allworth Financial#298 · 1,512 sh | 1,512 | $68.0K | <0.01% | -45.7% |
| 299 | HANTZ FINANCIAL SERVICES#299 · 1,500 sh | 1,500 | $67.0K | <0.01% | 0.0% |
| 300 | VEGA INVESTMENT SOLUTIONS#300 · 1,379 sh | 1,379 | $62.0K | <0.01% | +25.2% |
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.