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SYM — SYMBOTIC INC

Reported value held$1.96B
Funds holding (latest)43
SectorIndustrials
Funds holding (Q2 2026)35
Institutional value$1.53B · 34.42M sh
New / Add / Cut / Exit2 / 22 / 10 / 2
Top-5 / Top-10 concentration64.8% / 80.5%
Institutional holdings change Accumulating +16.3% (+4.81M sh)
Institutional value change Down -2.4%

As of Q2 2026, 35 SEC-registered investment managers reported holding SYM (SYMBOTIC INC) in their latest 13F filings, with a combined reported value of $1.53B across 34.42M shares. That is +16.3% by share count (+4.81M shares) versus the previous quarter, while reported value moved -2.4%. Ownership is concentrated: the five largest holders account for 64.8% of reported value and the top ten for 80.5%.

Compared with the prior quarter, 2 opened new positions, 22 added to existing stakes, 10 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

SYM is classified in the Industrials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Baillie Gifford & Co history Q2 2026 12.26M $551.26M 0.50% Reduce
Vanguard Group history Q4 2025 6.93M $412.46M 0.01% Add
Morgan Stanley history Q2 2026 3.87M $173.85M 0.01% Add
JPMorgan Chase & Co history Q2 2026 2.89M $121.90M 0.01% New
BlackRock Inc history Q2 2026 1.76M $78.97M 0.00% Add
Two Sigma Investments history Q2 2026 1.43M $64.28M 0.05% Add
Fidelity Management & Research (FMR) history Q2 2026 1.43M $64.11M 0.00% Reduce
Bank of America Corp history Q2 2026 1.06M $47.51M 0.00% Add
Renaissance Technologies history Q2 2026 960.10K $43.16M 0.06% Add
Citadel Advisors history Q2 2026 958.46K $43.08M 0.01% Reduce
Goldman Sachs Group history Q2 2026 935.61K $42.06M 0.00% Reduce
CPP Investments history Q2 2026 864.40K $38.85M 0.02% Add
Geode Capital Management history Q2 2026 823.79K $37.04M 0.00% Hold
ARK Invest history Q2 2026 796.75K $35.81M 0.23% Add
Millennium Management history Q2 2026 790.48K $35.53M 0.01% Add
Legal & General Investment Management America history Q2 2026 638.98K $28.72M 0.01% Add
UBS Group AG history Q2 2026 520.42K $23.39M 0.00% Add
Point72 Asset Management history Q2 2026 519.65K $23.36M 0.03% Add
Charles Schwab Investment Management history Q2 2026 381.72K $17.16M 0.00% Add
Coatue Management history Q4 2023 216.01K $11.09M 0.05% New

View all 43 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Baillie Gifford & Co — — — — — — — 9.48M 10.66M 14.07M 13.90M 13.71M 13.44M 12.68M 12.44M 12.48M 12.26M
Morgan Stanley 1.10K 101.13K 4.40K 18.01K 36.15K 207.31K 306.01K 280.22K 451.85K 704.33K 867.21K 1.52M 1.50M 1.37M 2.53M 2.33M 3.87M
JPMorgan Chase & Co 48.69K 1.50K 100 1.51K 9.81K 9.37K 15.85K 10.73K 15.88K 16.97K 17.35K 25.01K 3.80K 9.70K 2.17M — 2.89M
BlackRock Inc — — — — — — — — — 785.55K 930.29K 853.46K 988.26K 1.07M 1.26M 1.44M 1.76M
Two Sigma Investments — — — — 7.40K 370.11K 476.86K 97.34K 107.95K 254.87K 321.62K 144.43K 387.50K 249.42K 713.31K 939.97K 1.43M
Fidelity Management & Research (FMR) — — 44.62K 383.59K 593.30K 586.16K 610.65K 853.60K 1.07M 1.07M 968.16K 671.15K 75.58K 61.00K 1.71M 1.82M 1.43M
Bank of America Corp — 102.20K 1.39K 1.46K 233.45K 19.72K 445.63K 95.85K 20.77K 843.22K 384.89K 568.12K 604.93K 886.97K 1.22M 1.04M 1.06M
Renaissance Technologies — — — 8.90K 122.26K — — — — — — — 409.50K 727.90K 905.70K 714.80K 960.10K
Citadel Advisors — 40.40K 24.10K — 68.73K 142.37K 418.11K 870.98K 1.74M 1.05M 1.48M 747.17K 619.90K 2.55M 1.55M 1.15M 958.46K
Goldman Sachs Group — — — 21.83K 5.75K 44.20K 619.70K 6.75K 40.49K 1.19M 184.11K 237.43K 144.40K 257.79K 922.60K 1.40M 935.61K
CPP Investments — — — — — — — 266.20K 775.90K 80.80K — 245.80K — — 4.90K 396.00K 864.40K
Geode Capital Management 56.64K 118.49K 141.49K 196.63K 196.10K 219.84K 226.45K 411.26K 457.04K 503.76K 505.11K 546.32K 551.22K 622.52K 727.31K 822.05K 823.79K
ARK Invest — — — — — — — — — — 190.07K 393.29K 445.50K 589.89K 642.91K 782.22K 796.75K
Millennium Management — — 40.19K 15.94K 261.63K 189.86K 717.52K 4.94K 335.65K 307.36K 84.17K 594.87K 237.93K 277.39K 346.69K 376.91K 790.48K
Legal & General Investment Management America — — — 430.71K 413.89K 257.14K 205.50K 286.46K 365.55K 616.75K 420.15K 484.31K 393.73K 276.88K 249.90K 362.53K 638.98K
UBS Group AG — 19.48K 36.23K 31.04K 96.78K 110.95K 94.22K 108.66K 50.84K 144.56K 978.52K 921.54K 904.22K 1.11M 911.52K 398.94K 520.42K
Point72 Asset Management — — — — — 1.42K 117.14K 42.93K 49.10K 4.50K 115.96K 72.00K 72.00K 30.20K 494.40K 379.62K 519.65K
Charles Schwab Investment Management — — — — 6.37K 86.63K 89.80K 193.06K 198.60K 219.07K 231.00K 231.45K 231.04K 286.70K 347.94K 378.50K 381.72K
Citigroup Inc — — — 4.73K 15.00K 11.92K 7.93K 9.44K 9.77K 12.63K 9.62K 196.11K 58.86K 44.80K 53.11K 208.78K 236.96K
Amundi US — — — — 10.45K 14.92K 11.79K 11.81K 18.57K 36.30K 47.20K 72.19K 72.24K 18.08K 64.42K 108.55K 196.38K

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