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Symbotic (SYM) Institutional Ownership

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$43.99
-2.17 (-4.70%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for Symbotic (NASDAQ:SYM)

Number of
Institutional Buyers
(last 12 months)
102
Total
Institutional Inflows
(last 12 months)
$660.73M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$92.06M
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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
5/17/2024 Washington Harbour Partners LP85,300$3.84M6.2%+45.6%0.015%
5/17/2024 Vista Investment Partners LLC20,496$922K0.3%+11.1%0.004%
5/17/2024 Comerica Bank16,641$749K0.0%+1,347.0%0.003%
5/16/2024 California State Teachers Retirement System15,057$678K0.0%+4.5%0.003%
5/15/2024 Sandia Investment Management LP2,500$112K0.1%N/A0.000%
5/15/2024 Price T Rowe Associates Inc. MD369,646$16.64M0.0%+0.2%0.064%
5/14/2024 K2 Principal Fund L.P.5,000$225K0.0%N/A0.001%
5/14/2024 Advisors Asset Management Inc.2,740$123K0.0%+11.6%0.000%
5/14/2024 EntryPoint Capital LLC2,055$92K0.1%-61.6%0.000%
5/14/2024 Crewe Advisors LLC4,200$189K0.0%+2,700.0%0.001%
5/14/2024 Natixis Investment Managers International2,001$90K0.0%N/A0.000%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund7,829$352K0.0%N/A0.001%
5/10/2024 Vanguard Group Inc.2,426,420$109.19M0.0%+16.6%0.420%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp271,529$12.22M0.0%N/A0.047%
5/9/2024 RFP Financial Group LLC1,382$62K0.0%+21.2%0.000%
5/9/2024 Blair William & Co. IL33,365$1.50M0.0%+418.1%0.006%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.13,935$627K0.0%-4.5%0.002%
5/8/2024 Avantax Advisory Services Inc.9,737$438K0.0%+48.0%0.002%
5/7/2024 Swiss National Bank33,000$1.49M0.0%+3.4%0.006%
5/7/2024 Zevenbergen Capital Investments LLC361,167$16.25M0.3%+1,826.2%0.063%
5/7/2024 Oppenheimer & 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%
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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%
3/25/2024 Quadrature Capital Ltd32,523$1.67M0.0%N/A0.006%
3/22/2024 PNC Financial Services Group Inc.11,632$597K0.0%+7.4%0.002%
3/11/2024 Vanguard Group Inc.2,081,034$106.82M0.0%+2.0%0.361%
2/15/2024 Coatue Management LLC216,010$11.09M0.0%N/A0.039%
2/14/2024 Alden Global Capital LLC37,623$1.93M0.8%N/A0.007%
2/14/2024 Quadrature Capital Ltd32,523$1.67M0.0%N/A0.006%
2/14/2024 S Squared Technology LLC270,000$13.86M6.7%+3.8%0.048%
2/14/2024 Seven Eight Capital LP50,025$2.57M0.3%N/A0.009%
2/13/2024 Pinebridge Investments L.P.142,129$7.30M0.1%+51.3%0.026%
2/13/2024 1832 Asset Management L.P.1,055,400$54.17M0.1%+189.5%0.189%
2/13/2024 First Trust Advisors LP510,237$26.19M0.0%+44.0%0.092%
2/12/2024 BOCHK Asset Management Ltd62,500$3.21M2.0%N/A0.011%
2/12/2024 Pingora Partners LLC1,000$51K0.0%N/A0.000%
2/12/2024 Steward Partners Investment Advisory LLC17,274$887K0.0%+201.8%0.003%
2/12/2024 1492 Capital Management LLC4,755$244K0.1%-87.0%0.001%
2/9/2024 TCW Group Inc.313,659$16.10M0.2%-8.9%0.056%
2/9/2024 US Bancorp DE13,344$685K0.0%+434.6%0.002%
2/9/2024 Aigen Investment Management LP7,634$392K0.1%-53.2%0.001%
2/9/2024 Wells Fargo & Company MN171,585$8.81M0.0%+170.4%0.031%
2/9/2024 PNC Financial Services Group Inc.11,632$597K0.0%+7.4%0.002%
2/9/2024 Dynamic Technology Lab Private Ltd44,851$2.30M0.2%N/A0.008%
2/8/2024 Zevenbergen Capital Investments LLC18,750$962K0.0%N/A0.003%
2/8/2024 Nicholas Investment Partners LP161,608$8.30M1.0%-44.8%0.029%
2/8/2024 Mitsubishi 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%
2/7/2024 Jump Financial LLC87,070$4.47M0.1%-10.6%0.016%
2/7/2024 Versor Investments LP5,700$293K0.1%N/A0.001%
2/6/2024 Natixis Advisors L.P.10,983$563K0.0%+4.3%0.002%
2/6/2024 Swiss National Bank31,900$1.64M0.0%-5.6%0.006%
2/5/2024 Van ECK Associates Corp503$26K0.0%N/A0.000%
2/1/2024 New 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%
2/1/2024 Handelsbanken 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%
1/30/2024 Vontobel 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%
1/24/2024 Arizona State Retirement System4,522$232K0.0%N/A0.001%
1/23/2024 Colonial 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%
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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%
12/18/2023 Vanguard Group Inc.2,040,335$68.21M0.0%-2.9%0.366%
(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, 131 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. ($109.19M), 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 122 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 40,574,799 shares in the last 24 months. This purchase volume represents approximately $970.95M in transactions.

Which Symbotic major shareholders have been selling company stock?

Of the 34 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 20,245,785 shares in the last 24 months. This volume of shares sold represents approximately $301.70M in transactions.


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This page (NASDAQ:SYM) was last updated on 5/19/2024 by MarketBeat.com Staff

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