SYM
Symbotic Inc. · Industrials · Industrial - Machinery
Momentum inputs (comparable managers):
holder breadth -30.0% ·
share flow +19.5% ·
net new positions -20.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 14.07M | +32.0% | $343.19M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 14.07M | +32.0% | $343.19M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 14.07M | +32.0% | $343.19M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 14.07M | +32.0% | $343.19M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 5 | Norges Bank ✦ (passive) | 750.00K | New | $18.29M | 0.0% | New | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 503.76K | +10.2% | $12.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 503.76K | +10.2% | $12.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Adage Capital Partners ✦ | 415.00K | -30.6% | $10.12M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Millennium Management ✦ | 307.36K | -8.4% | $7.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Two Sigma Investments ✦ | 254.87K | +136.1% | $6.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 104.38K | -90.0% | $2.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $18.29M | 0.0% |
Exited
| T. Rowe Price | $10.25M | was 0.0% |
| Marshall Wace | $4.21M | was 0.0% |
| D. E. Shaw & Co. | $2.21M | was 0.0% |
| Gotham Asset Management | $941,901 | was 0.0% |
| AQR Capital Management | $513,758 | was 0.0% |
| Point72 Asset Management | $471,066 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 3.95K sh · $160,422
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
39.9% of class · View original SEC filing ↗
31.3% of class · View original SEC filing ↗