Security record
SYM
Symbotic Inc. · Industrials · Industrial - Machinery
106Tracked holders
+1Δ holders
46.67MShares held
$2.09BReported value
+10New positions
−8Exits
Momentum inputs (comparable managers):
holder breadth +1.0% ·
share flow +14.4% ·
net new positions +1.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 106 | +1 | 46.67M | $2.09B | +10 | −8 |
| Q1 2026 | 107 | +4 | 40.87M | $2.16B | +9 | −5 |
| Q4 2025 | 102 | +3 | 44.16M | $2.63B | +3 | — |
| Q3 2025 | 17 | +1 | 23.26M | $1.25B | +1 | — |
| Q2 2025 | 13 | +1 | 21.96M | $852.98M | +3 | −2 |
| Q1 2025 | 9 | +1 | 15.92M | $321.68M | +2 | −1 |
| Q4 2024 | 8 | 0 | 15.67M | $371.61M | +2 | −2 |
| Q3 2024 | 7 | -5 | 16.41M | $400.15M | +1 | −6 |
| Q2 2024 | 12 | — | 13.73M | $482.75M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 12.26M | -1.7% | $551.26M | 0.5% | ▼ Trim | 9 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 12.26M | -1.7% | $551.26M | 0.5% | ▼ Trim | 9 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 12.26M | -1.7% | $551.26M | 0.5% | ▼ Trim | 9 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 12.26M | -1.7% | $551.26M | 0.5% | ▼ Trim | 9 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.87M | +66.0% | $173.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.87M | +66.0% | $173.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 3.87M | +66.0% | $173.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 3.87M | +66.0% | $173.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 3.87M | +66.0% | $173.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 3.87M | +66.0% | $173.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 3.87M | +66.0% | $173.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 3.87M | +66.0% | $173.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 3.87M | +66.0% | $173.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 3.87M | +66.0% | $173.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 3.87M | +66.0% | $173.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Vanguard Capital Management Llc | 2.85M | -2.2% | $128.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 2.89M | +22.3% | $121.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 2.89M | +22.3% | $121.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 2.89M | +22.3% | $121.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 2.89M | +22.3% | $121.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 2.89M | +22.3% | $121.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 2.89M | +22.3% | $121.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 2.89M | +22.3% | $121.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 2.89M | +22.3% | $121.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 2.89M | +22.3% | $121.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 2.89M | +22.3% | $121.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 2.01M | +4136.5% | $90.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 2.01M | +4136.5% | $90.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 2.01M | +4136.5% | $90.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | BlackRock ✦ (passive) | 1.76M | +21.6% | $78.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | BlackRock ✦ (passive) | 1.76M | +21.6% | $78.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 1.76M | +21.6% | $78.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 1.76M | +21.6% | $78.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | BlackRock ✦ (passive) | 1.76M | +21.6% | $78.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | BlackRock ✦ (passive) | 1.76M | +21.6% | $78.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | BlackRock ✦ (passive) | 1.76M | +21.6% | $78.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | BlackRock ✦ (passive) | 1.76M | +21.6% | $78.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 38 | BlackRock ✦ (passive) | 1.76M | +21.6% | $78.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 39 | BlackRock ✦ (passive) | 1.76M | +21.6% | $78.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | BlackRock ✦ (passive) | 1.76M | +21.6% | $78.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | BlackRock ✦ (passive) | 1.76M | +21.6% | $78.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | BlackRock ✦ (passive) | 1.76M | +21.6% | $78.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | BlackRock ✦ (passive) | 1.76M | +21.6% | $78.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | BlackRock ✦ (passive) | 1.76M | +21.6% | $78.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 45 | BlackRock ✦ (passive) | 1.76M | +21.6% | $78.97M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 1.43M | -21.7% | $64.11M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 1.43M | -21.7% | $64.11M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 1.43M | -21.7% | $64.11M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 1.43M | -21.7% | $64.11M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 50 | Two Sigma Investments ✦ | 1.41M | +50.0% | $63.38M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 51 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.10M | +5.8% | $49.28M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 52 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.10M | +5.8% | $49.28M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 53 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 1.10M | +5.8% | $49.28M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 54 | Bank Of America Corp /De/ | 1.06M | +1.6% | $47.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Bank Of America Corp /De/ | 1.06M | +1.6% | $47.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Bank Of America Corp /De/ | 1.06M | +1.6% | $47.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Bank Of America Corp /De/ | 1.06M | +1.6% | $47.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Bank Of America Corp /De/ | 1.06M | +1.6% | $47.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Renaissance Technologies ✦ | 960.10K | +34.3% | $43.16M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 60 | Daiwa Securities Group Inc. | 947.27K | New | $42.58M | 0.1% | New | 1 | SEC ↗ |
| 61 | Goldman Sachs Group ✦ | 935.61K | -30.0% | $42.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 62 | Goldman Sachs Group ✦ | 935.61K | -30.0% | $42.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 63 | Goldman Sachs Group ✦ | 935.61K | -30.0% | $42.06M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 64 | Raymond James Financial Inc | 904.24K | -5.5% | $40.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Raymond James Financial Inc | 904.24K | -5.5% | $40.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Raymond James Financial Inc | 904.24K | -5.5% | $40.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Canada Pension Plan Investment Board | 864.40K | +118.3% | $38.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Geode Capital Management ✦ (passive) | 823.79K | +0.2% | $37.04M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 69 | Geode Capital Management ✦ (passive) | 823.79K | +0.2% | $37.04M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 70 | ARK Investment Management ✦ | 796.75K | +1.9% | $35.81M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 71 | Millennium Management ✦ | 770.98K | +115.7% | $34.66M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 72 | Legal & General Group Plc | 638.98K | +76.2% | $28.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Legal & General Group Plc | 638.98K | +76.2% | $28.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Allspring Global Investments… | 586.31K | -19.1% | $26.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Allspring Global Investments… | 586.31K | -19.1% | $26.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Allspring Global Investments… | 586.31K | -19.1% | $26.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | State Street Global Advisors ✦ (passive) | 557.01K | +7.2% | $25.04M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 78 | UBS Group AG | 520.42K | +30.4% | $23.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | UBS Group AG | 520.42K | +30.4% | $23.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | UBS Group AG | 520.42K | +30.4% | $23.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | UBS Group AG | 520.42K | +30.4% | $23.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Bnp Paribas Financial Markets | 461.51K | +53.0% | $20.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Point72 Asset Management ✦ | 400.55K | +94.0% | $18.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Charles Schwab Investment… | 381.72K | +0.8% | $17.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | LPL Financial LLC | 307.12K | +1.6% | $13.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | First Trust Advisors Lp | 299.81K | -2.8% | $13.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Mitsubishi UFJ Trust & Banking Corp | 263.97K | +0.7% | $11.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Mitsubishi UFJ Trust & Banking Corp | 263.97K | +0.7% | $11.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Citadel Advisors ✦ | 255.66K | -59.2% | $11.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Citadel Advisors ✦ | 255.66K | -59.2% | $11.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | T. Rowe Price ✦ | 250.71K | +44.2% | $11.27M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 92 | T. Rowe Price ✦ | 250.71K | +44.2% | $11.27M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 93 | Citigroup Inc | 236.96K | +13.5% | $10.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Citigroup Inc | 236.96K | +13.5% | $10.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Citigroup Inc | 236.96K | +13.5% | $10.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Healthcare Of Ontario Pension Plan… | 207.97K | New | $9.35M | 0.0% | New | 1 | SEC ↗ |
| 97 | Amundi | 196.38K | +80.9% | $8.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Amundi | 196.38K | +80.9% | $8.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Bridgewater Associates ✦ | 183.97K | +4.0% | $8.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 100 | Victory Capital Management Inc | 180.00K | +26.6% | $8.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Daiwa Securities Group Inc. | $42.58M | 0.1% |
| Healthcare Of Ontario Pension… | $9.35M | 0.0% |
Exited
| 1832 Asset Management L.P. | $2.35M | was 0.0% |
| Arrowstreet Capital | $1.39M | was 0.0% |
| Bank Of Montreal /Can/ | $972,655 | was 0.0% |
| Gotham Asset Management | $287,652 | was 0.0% |
| CIBC Bancorp USA Inc. | $247,965 | was 0.0% |
| CIBC Asset Management Inc | $232,750 | was 0.0% |
| Focus Partners Wealth | $201,391 | was 0.0% |
| Rhumbline Advisers | $94,110 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 408 holders, 110.81M shares, $5.86B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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