Symbotic Inc. (SYM) — Institutional Holders, Q2 2026 (page 5)
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 401 to 421. 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 401–421 of 421
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | CVA Family Office#401 · 6 sh | 6 | $270.00 | 0.00% | -53.8% |
| 402 | BARD ASSOCIATES#402 · 5 sh | 5 | $225.00 | 0.00% | New |
| 403 | JFS WEALTH ADVISORS#403 · 5 sh | 5 | $225.00 | 0.00% | -50.0% |
| 404 | Truvestments Capital#404 · 5 sh | 5 | $225.00 | 0.00% | New |
| 405 | Addison Advisors#405 · 5 sh | 5 | $225.00 | <0.01% | 0.0% |
| 406 | Ronald Blue#406 · 5 sh | 5 | $225.00 | — | New |
| 407 | True Wealth Design#407 · 5 sh | 5 | $225.00 | — | 0.0% |
| 408 | Key Capital Management#408 · 5 sh | 5 | $225.00 | <0.01% | 0.0% |
| 409 | Smartleaf Asset Management#409 · 5 sh | 5 | $211.00 | 0.00% | 0.0% |
| 410 | Brooklyn FI#410 · 4 sh | 4 | $170.00 | 0.00% | New |
| 411 | Davis Capital Management#411 · 3 sh | 3 | $135.00 | — | New |
| 412 | SJS Investment Consulting#412 · 3 sh | 3 | $135.00 | — | -25.0% |
| 413 | Cornerstone Planning Group#413 · 2 sh | 2 | $85.00 | — | 0.0% |
| 414 | Bay Harbor Wealth Management#414 · 1 sh | 1 | $45.00 | 0.00% | -50.0% |
| 415 | Gordian Capital Singapore Pte Ltd#415 · 1 sh | 1 | $45.00 | <0.01% | -99.0% |
| 416 | Creative Capital Management Investments#416 · 1 sh | 1 | $45.00 | 0.00% | New |
| 417 | LRI Investments#417 · 1 sh | 1 | $45.00 | 0.00% | New |
| 418 | Seneschal Advisors#418 · 1 sh | 1 | $45.00 | 0.00% | 0.0% |
| 419 | Capital Advisors, Ltd.#419 · 3 sh | 3 | $0.00 | 0.00% | 0.0% |
| 420 | Covestor Ltd#420 · 0 sh | 0 | $0.00 | 0.00% | -100.0% |
| 421 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#421 · 75,380 sh | 75,380 | — | — | +34.9% |
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.