Symbotic Inc. (SYM) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 421
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | ARMSTRONG ADVISORY GROUP#301 · 1,290 sh | 1,290 | $58.0K | — | 0.0% |
| 302 | ACADIAN ASSET MANAGEMENT#302 · 1,126 sh | 1,126 | $50.0K | <0.01% | New |
| 303 | Parkside Financial Bank#303 · 1,072 sh | 1,072 | $48.2K | <0.01% | +100.0% |
| 304 | BNP Paribas Asset Management Holding S.A.#304 · 1,017 sh | 1,017 | $45.7K | 0.00% | -99.4% |
| 305 | Clearstead Advisors#305 · 1,001 sh | 1,001 | $45.0K | <0.01% | +0.1% |
| 306 | Newbridge Financial Services Group#306 · 1,000 sh | 1,000 | $45.0K | — | New |
| 307 | Pingora Partners#307 · 1,000 sh | 1,000 | $45.0K | 0.03% | 0.0% |
| 308 | WOLFF WIESE MAGANA#308 · 800 sh | 800 | $36.0K | — | +166.7% |
| 309 | Strategic Advocates#309 · 700 sh | 700 | $31.5K | 0.12% | 0.0% |
| 310 | Larson Financial Group#310 · 688 sh | 688 | $30.9K | <0.01% | +2272.4% |
| 311 | SRH ADVISORS#311 · 650 sh | 650 | $29.2K | — | 0.0% |
| 312 | SHP Wealth Management#312 · 639 sh | 639 | $28.7K | <0.01% | +13.5% |
| 313 | Union Bankshares#313 · 579 sh | 579 | $26.0K | <0.01% | New |
| 314 | ALLIANZ SE#314 · 572 sh | 572 | $25.7K | <0.01% | New |
| 315 | Caitong International Asset Management , Ltd#315 · 553 sh | 553 | $24.9K | <0.01% | -69.0% |
| 316 | Pacer Advisors#316 · 540 sh | 540 | $24.0K | <0.01% | New |
| 317 | Financial Management Professionals#317 · 508 sh | 508 | $22.8K | — | New |
| 318 | Strategic Investment Solutions#318 · 500 sh | 500 | $22.5K | <0.01% | 0.0% |
| 319 | HUNTINGTON NATIONAL BANK#319 · 470 sh | 470 | $21.1K | <0.01% | +3.8% |
| 320 | SRS Capital Advisors#320 · 433 sh | 433 | $19.5K | <0.01% | +129.1% |
| 321 | NATIONAL BANK OF CANADA#321 · 419 sh | 419 | $18.8K | 0.00% | -1.9% |
| 322 | Parallel Advisors#322 · 396 sh | 396 | $17.8K | <0.01% | -48.0% |
| 323 | Nemes Rush Group#323 · 396 sh | 396 | $17.8K | <0.01% | 0.0% |
| 324 | N.E.W. Advisory Services#324 · 381 sh | 381 | $17.1K | <0.01% | New |
| 325 | HARBOUR INVESTMENTS#325 · 379 sh | 379 | $17.0K | <0.01% | +0.5% |
| 326 | SIGNATUREFD#326 · 361 sh | 361 | $16.2K | — | -1.9% |
| 327 | Penserra Capital Management#327 · 376 sh | 376 | $16.0K | <0.01% | -92.8% |
| 328 | TOTH FINANCIAL ADVISORY#328 · 335 sh | 335 | $15.1K | — | 0.0% |
| 329 | Geneos Wealth Management#329 · 328 sh | 328 | $14.7K | <0.01% | +156.2% |
| 330 | ROTHSCHILD INVESTMENT#330 · 313 sh | 313 | $14.1K | <0.01% | +21.3% |
| 331 | AMERIFLEX GROUP#331 · 308 sh | 308 | $13.8K | <0.01% | 0.0% |
| 332 | Rossby Financial, LCC#332 · 300 sh | 300 | $13.5K | <0.01% | New |
| 333 | ADIRONDACK#333 · 254 sh | 254 | $11.4K | — | 0.0% |
| 334 | FINANCIAL CONSULATE#334 · 250 sh | 250 | $11.2K | — | 0.0% |
| 335 | IMG Wealth Management#335 · 239 sh | 239 | $10.7K | — | 0.0% |
| 336 | Centerpoint Advisors#336 · 200 sh | 200 | $9.0K | <0.01% | 0.0% |
| 337 | OF VERMONT#337 · 200 sh | 200 | $9.0K | — | — |
| 338 | IFS Advisors#338 · 182 sh | 182 | $8.2K | — | 0.0% |
| 339 | Clearstead#339 · 173 sh | 173 | $7.8K | <0.01% | 0.0% |
| 340 | Y.D. More Investments Ltd#340 · 167 sh | 167 | $7.5K | <0.01% | New |
| 341 | West Financial Advisors#341 · 150 sh | 150 | $6.7K | — | 0.0% |
| 342 | Gen-Wealth Partners#342 · 148 sh | 148 | $6.7K | <0.01% | +5.7% |
| 343 | Highland Investment Advisors#343 · 145 sh | 145 | $6.5K | <0.01% | — |
| 344 | City State Bank#344 · 135 sh | 135 | $6.1K | — | 0.0% |
| 345 | ASSETMARK#345 · 127 sh | 127 | $5.7K | — | +388.5% |
| 346 | Atlantic Edge Private Wealth Management#346 · 125 sh | 125 | $5.6K | — | -44.4% |
| 347 | BARRETT & COMPANY#347 · 125 sh | 125 | $5.6K | — | +150.0% |
| 348 | Rialto Wealth Management#348 · 120 sh | 120 | $5.4K | <0.01% | 0.0% |
| 349 | Concord Wealth Partners#349 · 104 sh | 104 | $4.7K | <0.01% | New |
| 350 | NBH Bank#350 · 102 sh | 102 | $4.6K | <0.01% | — |
| 351 | Fairscale Capital#351 · 101 sh | 101 | $4.5K | <0.01% | 0.0% |
| 352 | EASTERN BANK#352 · 100 sh | 100 | $4.5K | — | 0.0% |
| 353 | Hurley Capital#353 · 100 sh | 100 | $4.5K | <0.01% | 0.0% |
| 354 | IFG Advisory#354 · 100 sh | 100 | $4.5K | <0.01% | New |
| 355 | Ameritas Advisory Services#355 · 100 sh | 100 | $4.5K | <0.01% | New |
| 356 | Murphy & Mullick Capital Management#356 · 100 sh | 100 | $4.5K | <0.01% | 0.0% |
| 357 | Harborfront Financial Group#357 · 100 sh | 100 | $4.5K | 0.02% | — |
| 358 | TD Waterhouse Canada#358 · 100 sh | 100 | $4.5K | — | 0.0% |
| 359 | Luminist Capital#359 · 97 sh | 97 | $4.4K | <0.01% | New |
| 360 | STANCE CAPITAL#360 · 88 sh | 88 | $4.0K | <0.01% | 0.0% |
| 361 | BFSG#361 · 70 sh | 70 | $3.1K | <0.01% | New |
| 362 | Cassaday & Wealth Management#362 · 67 sh | 67 | $3.0K | <0.01% | 0.0% |
| 363 | Essential Partners#363 · 62 sh | 62 | $2.8K | — | -8.8% |
| 364 | Fortitude Family Office#364 · 60 sh | 60 | $2.7K | — | -26.8% |
| 365 | NBC SECURITIES#365 · 60 sh | 60 | $2.7K | — | +50.0% |
| 366 | HHM Wealth Advisors#366 · 55 sh | 55 | $2.5K | <0.01% | -96.6% |
| 367 | Legacy Bridge#367 · 50 sh | 50 | $2.2K | <0.01% | 0.0% |
| 368 | Key FInancial#368 · 50 sh | 50 | $2.2K | <0.01% | New |
| 369 | Investors Portfolio Services#369 · 50 sh | 50 | $2.2K | <0.01% | -2.0% |
| 370 | PlanVest Financial#370 · 50 sh | 50 | $2.2K | <0.01% | New |
| 371 | Aventura Private Wealth#371 · 49 sh | 49 | $2.2K | <0.01% | -9.3% |
| 372 | Meramec Financial Planners#372 · 50 sh | 50 | $2.1K | <0.01% | 0.0% |
| 373 | BESSEMER GROUP#373 · 40 sh | 40 | $2.0K | 0.00% | +185.7% |
| 374 | Forum Finance Group S.A.#374 · 50 sh | 50 | $2.0K | <0.01% | 0.0% |
| 375 | Bogart Wealth#375 · 44 sh | 44 | $2.0K | <0.01% | -18.5% |
| 376 | Lloyd Advisory Services#376 · 41 sh | 41 | $1.8K | <0.01% | New |
| 377 | Versant Capital Management#377 · 40 sh | 40 | $1.8K | — | 0.0% |
| 378 | SWAN Capital#378 · 40 sh | 40 | $1.8K | <0.01% | +166.7% |
| 379 | Financial Perspectives#379 · 40 sh | 40 | $1.8K | <0.01% | 0.0% |
| 380 | Bullock Wealth Management Group#380 · 40 sh | 40 | $1.8K | — | +25.0% |
| 381 | GAMMA Investing#381 · 34 sh | 34 | $1.5K | — | -37.0% |
| 382 | Pinnacle Wealth Planning Services#382 · 33 sh | 33 | $1.5K | <0.01% | 0.0% |
| 383 | ORG Wealth Partners#383 · 32 sh | 32 | $1.4K | <0.01% | 0.0% |
| 384 | Strive Financial Group#384 · 32 sh | 32 | $1.4K | <0.01% | 0.0% |
| 385 | Investors Research#385 · 30 sh | 30 | $1.3K | — | 0.0% |
| 386 | Core Capital Management & Research#386 · 32 sh | 32 | $1.3K | <0.01% | — |
| 387 | Kilter Group#387 · 29 sh | 29 | $1.3K | <0.01% | -65.1% |
| 388 | Bear Mountain Capital#388 · 29 sh | 29 | $1.3K | <0.01% | +16.0% |
| 389 | HOLLENCREST SECURITIES#389 · 28 sh | 28 | $1.3K | <0.01% | +47.4% |
| 390 | Silver Grove Financial Group#390 · 26 sh | 26 | $1.2K | <0.01% | New |
| 391 | Tradewinds Capital Management#391 · 25 sh | 25 | $1.1K | — | New |
| 392 | Triumph Capital Management#392 · 25 sh | 25 | $1.1K | — | New |
| 393 | CX Institutional#393 · 25 sh | 25 | $1.0K | — | 0.0% |
| 394 | Avion Wealth#394 · 23 sh | 23 | $1.0K | <0.01% | 0.0% |
| 395 | HAZLETT, BURT & WATSON#395 · 20 sh | 20 | $1.0K | <0.01% | New |
| 396 | Clean Yield Group#396 · 20 sh | 20 | $899.00 | <0.01% | 0.0% |
| 397 | COMPASS FINANCIAL MANAGEMENT#397 · 10 sh | 10 | $498.00 | <0.01% | — |
| 398 | Stone House Investment Management#398 · 9 sh | 9 | $423.00 | — | -66.7% |
| 399 | Keating Financial Advisory Services#399 · 9 sh | 9 | $405.00 | <0.01% | +80.0% |
| 400 | Benson Wealth Management#400 · 8 sh | 8 | $360.00 | <0.01% | New |
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.