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Symbotic (SYM) Institutional Ownership

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$48.36
+1.86 (+4.00%)
(As of 05/8/2024 ET)
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Institutional Ownership Changes (13F Filings) for Symbotic (NASDAQ:SYM)

Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$641.86M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$94.00M
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SYM Institutional Buying and Selling by Quarter

Symbotic Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/8/2024Avantax Advisory Services Inc.9,737$438K0.0%+48.0%0.002%
5/7/2024Swiss National Bank33,000$1.49M0.0%+3.4%0.006%
5/7/2024Zevenbergen Capital Investments LLC361,167$16.25M0.3%+1,826.2%0.063%
5/7/2024Oppenheimer & Co. Inc.8,144$366K0.0%N/A0.001%
5/7/2024 Retirement Planning Co of New England Inc.16,765$754K0.4%N/A0.003%
5/3/2024 Essex Investment Management Co. LLC24,516$1.10M0.2%+11.3%0.004%
5/3/2024 RiverPark Advisors LLC823$37K0.0%N/A0.000%
5/2/2024 Hunter Associates Investment Management LLC39,474$1.77M0.3%+70.3%0.007%
5/2/2024 Greenwood Capital Associates LLC5,066$228K0.0%N/A0.001%
5/2/2024 Hussman Strategic Advisors Inc.94,500$4.25M1.0%+50.0%0.016%
5/1/2024 Capstone Investment Advisors LLC73,658$3.32M0.0%N/A0.013%
5/1/2024 Mirae Asset Global Investments Co. Ltd.568,577$25.59M0.0%-17.3%0.099%
5/1/2024 Baillie Gifford & Co.9,483,371$426.75M0.3%N/A1.643%
4/30/2024Commonwealth Equity Services LLC20,519$923K0.0%-53.4%0.004%
4/26/2024 Pinnacle Associates Ltd.16,115$725K0.0%+57.6%0.003%
4/26/2024Prestige Wealth Management Group LLC4,425$199K0.0%N/A0.001%
4/23/2024 Global Retirement Partners LLC1,056$48K0.0%+166.7%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.97,509$4.39M0.0%+189.7%0.017%
4/22/2024 Raymond James & Associates616,391$27.74M0.0%+6.3%0.107%
4/19/2024 Financial Sense Advisors Inc.5,490$247K0.1%N/A0.001%
4/19/2024 Taylor Frigon Capital Management LLC66,962$3.01M1.4%+7.0%0.012%
4/16/2024 Toth Financial Advisory Corp6,700$302K0.0%N/A0.001%
4/16/2024 First Dallas Securities Inc.19,300$869K0.4%+60.8%0.003%
4/16/2024 Hodges Capital Management Inc.315,891$14.22M0.9%-23.1%0.055%
4/16/2024 Register Financial Advisors LLC11,200$504K0.3%+124.0%0.002%
4/16/2024 Wealth Enhancement Advisory Services LLC17,541$789K0.0%-13.1%0.003%
4/12/2024 Bourne Lent Asset Management Inc.61,560$2.77M1.1%+5.7%0.011%
3/25/2024Quadrature Capital Ltd32,523$1.67M0.0%N/A0.006%
3/22/2024PNC Financial Services Group Inc.11,632$597K0.0%+7.4%0.002%
3/11/2024Vanguard Group Inc.2,081,034$106.82M0.0%+2.0%0.361%
2/15/2024Coatue Management LLC216,010$11.09M0.0%N/A0.039%
2/14/2024Alden Global Capital LLC37,623$1.93M0.8%N/A0.007%
2/14/2024Quadrature Capital Ltd32,523$1.67M0.0%N/A0.006%
2/14/2024S Squared Technology LLC270,000$13.86M6.7%+3.8%0.048%
2/14/2024Seven Eight Capital LP50,025$2.57M0.3%N/A0.009%
2/13/2024Pinebridge Investments L.P.142,129$7.30M0.1%+51.3%0.026%
2/13/20241832 Asset Management L.P.1,055,400$54.17M0.1%+189.5%0.189%
2/13/2024First Trust Advisors LP510,237$26.19M0.0%+44.0%0.092%
2/12/2024BOCHK Asset Management Ltd62,500$3.21M2.0%N/A0.011%
2/12/2024Pingora Partners LLC1,000$51K0.0%N/A0.000%
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2/12/2024Steward Partners Investment Advisory LLC17,274$887K0.0%+201.8%0.003%
2/12/20241492 Capital Management LLC4,755$244K0.1%-87.0%0.001%
2/9/2024TCW Group Inc.313,659$16.10M0.2%-8.9%0.056%
2/9/2024US Bancorp DE13,344$685K0.0%+434.6%0.002%
2/9/2024Aigen Investment Management LP7,634$392K0.1%-53.2%0.001%
2/9/2024Wells Fargo & Company MN171,585$8.81M0.0%+170.4%0.031%
2/9/2024PNC Financial Services Group Inc.11,632$597K0.0%+7.4%0.002%
2/9/2024Dynamic Technology Lab Private Ltd44,851$2.30M0.2%N/A0.008%
2/8/2024Zevenbergen Capital Investments LLC18,750$962K0.0%N/A0.003%
2/8/2024Nicholas Investment Partners LP161,608$8.30M1.0%-44.8%0.029%
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.14,589$749K0.0%-26.0%0.003%
2/8/2024 Essex Investment Management Co. LLC22,026$1.13M0.2%-64.5%0.004%
2/7/2024Jump Financial LLC87,070$4.47M0.1%-10.6%0.016%
2/7/2024Versor Investments LP5,700$293K0.1%N/A0.001%
2/6/2024 Natixis Advisors L.P.10,983$563K0.0%+4.3%0.002%
2/6/2024Swiss National Bank31,900$1.64M0.0%-5.6%0.006%
2/5/2024 Van ECK Associates Corp503$26K0.0%N/A0.000%
2/1/2024New York State Common Retirement Fund12,816$658K0.0%-59.3%0.002%
2/1/2024 Hussman Strategic Advisors Inc.63,000$3.23M0.7%-25.0%0.011%
2/1/2024Handelsbanken Fonder AB4,900$252K0.0%N/A0.001%
1/31/2024 Hunter Associates Investment Management LLC23,174$1.19M0.2%-1.3%0.004%
1/31/2024 Rakuten Securities Inc.1,650$85K0.1%N/A0.000%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank4,875$250K0.0%+8.9%0.001%
1/30/2024Vontobel Holding Ltd.4,210$216K0.0%-31.0%0.001%
1/30/2024 Taylor Frigon Capital Management LLC62,562$3.21M1.6%-1.6%0.011%
1/25/2024 TFC Financial Management Inc.1,226$63K0.0%+97.1%0.000%
1/24/2024 Mirae Asset Global Investments Co. Ltd.687,351$35.28M0.1%-0.3%0.123%
1/24/2024Arizona State Retirement System4,522$232K0.0%N/A0.001%
1/23/2024Colonial River Wealth Management LLC4,513$232K0.1%N/A0.001%
1/23/2024 Stonegate Investment Group LLC6,200$318K0.0%N/A0.001%
1/19/2024 Bourne Lent Asset Management Inc.58,260$2.99M1.2%+1.0%0.010%
1/17/2024 Armstrong Advisory Group Inc.4,647$239K0.0%+91.9%0.001%
1/16/2024 Raymond James Financial Services Advisors Inc.33,664$1.73M0.0%-55.4%0.006%
1/16/2024 Centerpoint Advisors LLC1,200$62K0.0%N/A0.000%
1/16/2024 Raymond James & Associates579,876$29.77M0.0%+15.4%0.104%
1/16/2024 Wolff Wiese Magana LLC4,635$238K0.2%N/A0.001%
1/16/2024 Legato Capital Management LLC10,539$541K0.1%-59.3%0.002%
1/12/2024 SG Americas Securities LLC2,647$136K0.0%N/A0.000%
1/12/2024 Willis Johnson & Associates Inc.5,000$257K0.0%N/A0.001%
1/12/2024 Register Financial Advisors LLC5,000$257K0.2%-6.9%0.001%
1/11/2024 Raymond James Trust N.A.33,200$1.70M0.0%-2.0%0.006%
1/5/2024 Exchange Traded Concepts LLC256,239$13.15M0.4%-27.7%0.046%
12/18/2023Vanguard Group Inc.2,040,335$68.21M0.0%-2.9%0.366%
12/6/2023Citigroup Inc.11,916$398K0.0%-20.5%0.002%
11/15/2023Adage Capital Partners GP L.L.C.94,150$3.15M0.0%N/A0.017%
11/14/2023 Hodges Capital Management Inc.171,692$5.74M0.7%N/A0.031%
11/14/2023 First Dallas Securities Inc.113,192$3.78M0.9%N/A0.020%
11/14/2023S Squared Technology LLC260,000$8.69M4.7%+18.2%0.047%
11/14/2023OMERS ADMINISTRATION Corp9,800$328K0.0%N/A0.002%
11/13/2023Providence Capital Advisors LLC1,000$33K0.0%N/A0.000%
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11/13/2023 Natixis Advisors L.P.10,527$352K0.0%N/A0.002%
11/13/2023LPL Financial LLC102,059$3.41M0.0%+578.0%0.018%
11/13/2023Dark Forest Capital Management LP18,210$609K0.0%+51.9%0.003%
11/13/2023Aigen Investment Management LP16,307$545K0.1%N/A0.003%
11/13/2023FMR LLC586,162$19.60M0.0%-1.2%0.105%
11/13/2023PNC Financial Services Group Inc.10,832$362K0.0%+779.2%0.002%
11/9/2023 Hunter Associates Investment Management LLC23,468$778K0.2%+29.8%0.004%
11/9/2023 Essex Investment Management Co. LLC62,034$2.07M0.3%+82.4%0.011%
11/9/2023Citigroup Inc.11,916$398K0.0%-20.5%0.002%
11/9/2023UBS Group AG110,951$3.71M0.0%+14.6%0.020%
(Data available from 1/1/2016 forward)

SYM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SYM shares?

During the previous two years, 117 institutional investors and hedge funds held shares of Symbotic. The most heavily invested institutionals were Baillie Gifford & Co. ($426.75M), SB Global Advisers Ltd ($230M), Vanguard Group Inc. ($106.82M), 1832 Asset Management L.P. ($54.17M), Saba Capital Management L.P. ($27.78M), Raymond James & Associates ($27.74M), and First Trust Advisors LP ($26.19M).Learn more on SYM's institutional investors.

Which institutional investors have been buying Symbotic stock?

Of the 109 institutional investors that purchased Symbotic stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: SB Global Advisers Ltd ($20M), Baillie Gifford & Co. ($9.48M), Saba Capital Management L.P. ($2.29M), Navis Wealth Advisors LLC ($913.55K), 1832 Asset Management L.P. ($806.10K), Mirae Asset Global Investments Co. Ltd. ($714.90K), and Raymond James & Associates ($616.39K).

How much institutional buying is happening at Symbotic?

Institutional investors have bought a total of 39,863,542 shares in the last 24 months. This purchase volume represents approximately $938.94M in transactions.

Which Symbotic major shareholders have been selling company stock?

Of the 33 institutional investors that sold Symbotic stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: SB Global Advisers Ltd ($18M), Frontier Capital Management Co. LLC ($875.72K), Exchange Traded Concepts LLC ($353.18K), Nicholas Investment Partners LP ($292.44K), Mirae Asset Global Investments Co. Ltd. ($146.32K), Hodges Capital Management Inc. ($94.88K), and Royce & Associates LP ($78K).

How much institutional selling is happening at Symbotic?

Institutional investors have sold a total of 20,241,838 shares in the last 24 months. This volume of shares sold represents approximately $301.52M in transactions.


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This page (NASDAQ:SYM) was last updated on 5/9/2024 by MarketBeat.com Staff

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