SYM
Symbotic Inc. · Industrials · Industrial - Machinery
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow -1.6% ·
net new positions +5.9%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 7.92K | $333,385 | n/a | n/a |
| 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 | n/a |
| Q3 2025 | 17 | +1 | 23.26M | $1.25B | +1 | n/a |
| 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 | n/a | 13.73M | $482.75M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Baillie Gifford ✦ | 12.68M | -5.6% | $683.65M | 0.5% | ▼ Trim | 6 | SEC ↗ ×4 |
| 2 | The Vanguard Group ✦ (passive) | 4.70M | +2.1% | $253.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Morgan Stanley ✦ | 1.37M | n/a | $73.59M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 4 | BlackRock ✦ (passive) | 1.07M | +8.0% | $57.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 5 | Renaissance Technologies ✦ | 727.90K | +77.8% | $39.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 622.52K | +12.9% | $33.56M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | ARK Investment Management ✦ | 589.89K | +32.4% | $31.79M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 8 | State Street Global Advisors ✦ (passive) | 360.79K | +23.4% | $19.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 257.79K | n/a | $13.89M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Two Sigma Investments ✦ | 249.42K | -35.6% | $13.44M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 217.71K | +12.5% | $11.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Millennium Management ✦ | 184.99K | +48.7% | $9.97M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 13 | Bridgewater Associates ✦ | 77.62K | New | $4.18M | 0.0% | New | 1 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 61.00K | -19.3% | $3.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | JPMorgan Chase ✦ | 52.11K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 16 | AQR Capital Management ✦ | 36.14K | +10.1% | $1.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 17 | D. E. Shaw & Co. ✦ | 9.97K | -97.6% | $537,653 | 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
| Bridgewater Associates | $4.18M | 0.0% |
Exited
| No tracked exits this quarter. |
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)
Director · 1.75K sh · $74,807
Director · 247 sh · $10,628
Director · 511 sh · $22,424
Director · 1.49K sh · $64,716
Director · 2.00K sh · $78,000
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 ↗