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SYM in the 13F filings

Symbotic Inc · CUSIP 87151X101

Sector · IndustrialsTheme · Industrials and automation· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
18 May 2026
latest of these filings; the earliest 8 May 2026
Managers listing it
25
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 6 listed it in both
Shares listed
19,401,971
combined, among listed positions
Reported value
$1.0bn
combined, at the quarter end

Among the 91 comparable managers: 15 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -364,415.

Managers listing SYM in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

25 of 25 holders

ActionFiling
Baillie Gifford & Co12,479,888$664m0.68%Added+38,8888 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,821,565$97munder 0.1%Added+109,48615 May 2026 (the filing on sec.gov)
Two Sigma Investments LP939,968$50munder 0.1%Added+226,66215 May 2026 (the filing on sec.gov)
ARK Investment Management LLC782,223$42m0.32%Added+139,31012 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC714,800$38m0.06%Trimmed-190,90014 May 2026 (the filing on sec.gov)
Citadel Advisors LLC626,465$33munder 0.1%Trimmed-205,54415 May 2026 (the filing on sec.gov)
Millennium Management LLC357,412$19munder 0.1%Added+85,02515 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.248,510$13munder 0.1%Added+193,45815 May 2026 (the filing on sec.gov)
Marshall Wace LLP212,918$11munder 0.1%Trimmed-358,46315 May 2026 (the filing on sec.gov)
Point72 Asset Management LP206,516$11munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Bridgewater Associates LP176,987$9.4munder 0.1%Added+94,43215 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc173,815$9.2munder 0.1%Added+2,22215 May 2026 (the filing on sec.gov)
Tudor Investment Corp147,722$7.9munder 0.1%Added+42,39615 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP89,525$4.8munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC84,463$4.5munder 0.1%Added+78,86015 May 2026 (the filing on sec.gov)
Invesco Ltd83,755$4.5munder 0.1%Trimmed-24,96212 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP50,698$2.7munder 0.1%Added+33,79715 May 2026 (the filing on sec.gov)
AQR Capital Management LLC48,777$2.6munder 0.1%Added+7,00815 May 2026 (the filing on sec.gov)
Man Group PLC41,865$2.2munder 0.1%Trimmed-46,00715 May 2026 (the filing on sec.gov)
Quantbot Technologies LP26,456$1.4m0.06%Trimmed-30,59713 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP26,141$1.4munder 0.1%Trimmed-1,86914 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd21,280$1.1munder 0.1%Held018 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC16,156$859kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Verition Fund Management LLC14,689$781kunder 0.1%Trimmed-99,64715 May 2026 (the filing on sec.gov)
Walleye Capital LLC9,377$499kunder 0.1%Trimmed-28,91513 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (5)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q3 2024 to 6 in Q2 2026

Tracked managers listing it, at least.

035810Q2 2023Q4 2023Q2 2024Q4 2024Q2 2025Q4 2025Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SYM by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20231$12mn.a.n.a.
Q3 20232$26mn.a.n.a.
Q4 20233$81m30
Q1 20242$427m21
Q2 20242$375m20
Q3 20242$357m21
Q4 20243$335m21
Q1 20253$287m21
Q2 20255$543m32
Q3 20257$782m43
Q4 20259$938m1910
Q1 20266$757m1514
Q2 20266$704m1910

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SYM and GE →SYM and LRCX →SYM and GEV →Choose a stock to compare with SYM →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SYM, latest filings →Back to the 13F Explorer →