SYM
Symbotic Inc. · Industrials · Industrial - Machinery
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow +1.8% ·
net new positions +7.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| 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 ✦ | 13.44M | -1.9% | $522.15M | 0.4% | ▼ Trim | 5 | SEC ↗ |
| 2 | Baillie Gifford ✦ | 13.44M | -1.9% | $522.15M | 0.4% | ▼ Trim | 5 | SEC ↗ |
| 3 | Baillie Gifford ✦ | 13.44M | -1.9% | $522.15M | 0.4% | ▼ Trim | 5 | SEC ↗ |
| 4 | Baillie Gifford ✦ | 13.44M | -1.9% | $522.15M | 0.4% | ▼ Trim | 5 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passive) | 4.60M | — | $178.58M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (passive) | 4.60M | — | $178.58M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | The Vanguard Group ✦ (passive) | 4.60M | — | $178.58M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | The Vanguard Group ✦ (passive) | 4.60M | — | $178.58M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 988.26K | — | $38.39M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 988.26K | — | $38.39M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 988.26K | — | $38.39M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 988.26K | — | $38.39M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 988.26K | — | $38.39M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 988.26K | — | $38.39M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 988.26K | — | $38.39M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passive) | 988.26K | — | $38.39M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passive) | 988.26K | — | $38.39M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 988.26K | — | $38.39M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Geode Capital Management ✦ (passive) | 551.22K | +0.9% | $21.42M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 20 | Geode Capital Management ✦ (passive) | 551.22K | +0.9% | $21.42M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | ARK Investment Management ✦ | 445.50K | +13.3% | $17.31M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 418.34K | New | $16.25M | 0.0% | New | 1 | SEC ↗ |
| 23 | Renaissance Technologies ✦ | 409.50K | New | $15.91M | 0.0% | New | 1 | SEC ↗ |
| 24 | Two Sigma Investments ✦ | 387.50K | +168.3% | $15.05M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | State Street Global Advisors ✦ (passive) | 292.32K | -6.7% | $11.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | T. Rowe Price ✦ | 193.49K | -7.9% | $7.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | T. Rowe Price ✦ | 193.49K | -7.9% | $7.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Millennium Management ✦ | 124.43K | -71.4% | $4.83M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 75.58K | — | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 75.58K | — | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 32.81K | New | $1.27M | 0.0% | New | 1 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 32.81K | New | $1.27M | 0.0% | New | 1 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 32.81K | New | $1.27M | 0.0% | New | 1 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 32.81K | New | $1.27M | 0.0% | New | 1 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 32.81K | New | $1.27M | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $16.25M | 0.0% |
| Renaissance Technologies | $15.91M | 0.0% |
| AQR Capital Management | $1.27M | 0.0% |
| AQR Capital Management | $1.27M | 0.0% |
| AQR Capital Management | $1.27M | 0.0% |
| AQR Capital Management | $1.27M | 0.0% |
| AQR Capital Management | $1.27M | 0.0% |
Exited
| Citadel Advisors | $3.03M | was 0.0% |
| Marshall Wace | $348,845 | 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 ↗