SYM Institutional Ownership
Symbotic Inc.
1W: -0.4%
1M: +8.6%
3M: -2.6%
YTD: -33.3%
1Y: -25.5%
3Y: +33.2%
5Y: +341.6%
$43.28
+0.11 (+0.25%)
Weekly Expected Move ±6.4%
$38
$41
$43
$46
$49
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Institutional Ownership — SYM
500
Institutional Holders
+25 vs prior quarter
0.0%
Ownership
+0.00pp
$5B
Total Invested
94
New Positions
171
Increased
164
Reduced
79
Closed
0.90
Put/Call Ratio
Ownership Trends
Top Institutional Holders (551 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SOFTBANK GROUP CORP. | 39,825,312 | $1.7B | — | +0.0% | 17Q | SEC ↗ |
| 2 | Walmart Inc. | 15,000,000 | $$649M | — | +0.0% | 7Q | SEC ↗ |
| 3 | BAILLIE GIFFORD & CO | 12,263,759 | $$531M | -216,129 | -1.7% | 10Q | SEC ↗ |
| 4 | SVF Sponsor III (DE) LLC | 5,590,000 | $$242M | — | +0.0% | 14Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,295,652 | $$186M | +525,334 | +13.9% | 2Q | SEC ↗ |
| 6 | MORGAN STANLEY | 3,867,532 | $$167M | +1,537,246 | +66.0% | 17Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 2,889,676 | $$125M | +526,130 | +22.3% | 17Q | SEC ↗ |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 2,851,280 | $$123M | -64,456 | -2.2% | 2Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 2,011,390 | $$87M | +1,963,912 | +4136.5% | 11Q | SEC ↗ |
| 10 | BlackRock, Inc. | 1,756,855 | $$76M | +312,528 | +21.6% | 8Q | SEC ↗ |
| 11 | FMR LLC | 1,426,279 | $$62M | -395,286 | -21.7% | 15Q | SEC ↗ |
| 12 | TWO SIGMA INVESTMENTS, LP | 1,410,103 | $$61M | +470,135 | +50.0% | 13Q | SEC ↗ |
| 13 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,101,318 | $$48M | +60,683 | +5.8% | 9Q | SEC ↗ |
| 14 | BANK OF AMERICA CORP /DE | 1,057,026 | $$46M | +16,409 | +1.6% | 15Q | SEC ↗ |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 960,100 | $$42M | +245,300 | +34.3% | 5Q | SEC ↗ |
| 16 | Daiwa Securities Group Inc. NEW | 947,266 | $$41M | — | +0.0% | 1Q | SEC ↗ |
| 17 | GOLDMAN SACHS GROUP INC | 935,611 | $$40M | -400,149 | -30.0% | 14Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 904,237 | $$39M | -53,103 | -5.5% | 7Q | SEC ↗ |
| 19 | CANADA PENSION PLAN INVESTMENT BOARD | 864,400 | $$37M | +468,400 | +118.3% | 3Q | SEC ↗ |
| 20 | GEODE CAPITAL MANAGEMENT, LLC | 823,795 | $$36M | +1,747 | +0.2% | 17Q | SEC ↗ |
| 21 | ARK Investment Management LLC | 796,749 | $$34M | +14,526 | +1.9% | 7Q | SEC ↗ |
| 22 | MILLENNIUM MANAGEMENT LLC | 770,980 | $$33M | +413,568 | +115.7% | 15Q | SEC ↗ |
| 23 | TCW GROUP INC | 728,481 | $$32M | -2,685 | -0.4% | 13Q | SEC ↗ |
| 24 | EXCHANGE TRADED CONCEPTS, LLC | 688,141 | $$30M | +194,199 | +39.3% | 14Q | SEC ↗ |
| 25 | Legal & General Group Plc | 638,977 | $$28M | +276,444 | +76.3% | 14Q | SEC ↗ |
| 26 | Navis Wealth Advisors, LLC | 615,291 | $$27M | +548,497 | +821.2% | 4Q | SEC ↗ |
| 27 | Allspring Global Investments Holdings, | 586,310 | $$25M | -138,666 | -19.1% | 4Q | SEC ↗ |
| 28 | STATE STREET CORP | 557,007 | $$24M | +37,265 | +7.2% | 16Q | SEC ↗ |
| 29 | UBS Group AG | 520,420 | $$23M | +121,475 | +30.4% | 16Q | SEC ↗ |
| 30 | Trexquant Investment LP | 499,408 | $$22M | +175,404 | +54.1% | 3Q | SEC ↗ |
| 31 | S SQUARED TECHNOLOGY, LLC | 487,126 | $$21M | +118,000 | +32.0% | 14Q | SEC ↗ |
| 32 | FRONTIER CAPITAL MANAGEMENT CO LLC | 481,154 | $$21M | +236,100 | +96.3% | 15Q | SEC ↗ |
| 33 | BNP PARIBAS FINANCIAL MARKETS | 461,507 | $$20M | +159,774 | +53.0% | 7Q | SEC ↗ |
| 34 | Point72 Asset Management, L.P. | 400,546 | $$17M | +194,030 | +94.0% | 2Q | SEC ↗ |
| 35 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 381,719 | $$17M | +3,218 | +0.9% | 13Q | SEC ↗ |
| 36 | Sixth Street Partners Management Compa NEW | 381,719 | $$17M | — | +0.0% | 1Q | SEC ↗ |
| 37 | VANGUARD FIDUCIARY TRUST CO | 375,810 | $$16M | +10,959 | +3.0% | 2Q | SEC ↗ |
| 38 | USS Investment Management Ltd | 320,860 | $$14M | +38,879 | +13.8% | 2Q | SEC ↗ |
| 39 | LPL Financial LLC | 307,117 | $$13M | +4,837 | +1.6% | 14Q | SEC ↗ |
| 40 | FIRST TRUST ADVISORS LP | 299,806 | $$13M | -8,729 | -2.8% | 14Q | SEC ↗ |
| 41 | RPG Investment Advisory, LLC NEW | 266,959 | $$12M | — | +0.0% | 1Q | SEC ↗ |
| 42 | Mitsubishi UFJ Trust & Banking Corp | 263,974 | $$11M | +1,861 | +0.7% | 10Q | SEC ↗ |
| 43 | SIERRA SUMMIT ADVISORS LLC NEW | 259,079 | $$11M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Driehaus Capital Management LLC NEW | 257,504 | $$11M | — | +0.0% | 1Q | SEC ↗ |
| 45 | CITADEL ADVISORS LLC | 255,657 | $$11M | -370,808 | -59.2% | 3Q | SEC ↗ |
| 46 | PRICE T ROWE ASSOCIATES INC /MD | 250,714 | $$11M | +76,899 | +44.2% | 6Q | SEC ↗ |
| 47 | CITIGROUP INC | 236,956 | $$10M | +28,175 | +13.5% | 14Q | SEC ↗ |
| 48 | MIROVA | 216,854 | $$9M | +27,212 | +14.3% | 2Q | SEC ↗ |
| 49 | SG Americas Securities, LLC NEW | 211,061 | $$9M | — | +0.0% | 1Q | SEC ↗ |
| 50 | HEALTHCARE OF ONTARIO PENSION PLAN TRU NEW | 207,969 | $$9M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Daiwa Securities Group Inc. | 947,266 | $$41M |
| Sixth Street Partners Management Co | 381,719 | $$17M |
| RPG Investment Advisory, LLC | 266,959 | $$12M |
| SIERRA SUMMIT ADVISORS LLC | 259,079 | $$11M |
| Driehaus Capital Management LLC | 257,504 | $$11M |
| SG Americas Securities, LLC | 211,061 | $$9M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 207,969 | $$9M |
| Mubadala Investment Co PJSC | 171,900 | $$7M |
| Qube Research & Technologies Ltd | 159,305 | $$7M |
| ExodusPoint Capital Management, LP | 83,077 | $$4M |
| HRT FINANCIAL LP | 75,619 | $$3M |
| Abacus FCF Advisors LLC | 69,160 | $$3M |
| XTX Topco Ltd | 59,967 | $$3M |
| Holocene Advisors, LP | 57,915 | $$3M |
| PEAK6 LLC | 55,357 | $$2M |
| DARK FOREST CAPITAL MANAGEMENT LP | 47,040 | $$2M |
| HSBC HOLDINGS PLC | 41,750 | $$2M |
| BI Asset Management Fondsmaeglersel | 38,755 | $$2M |
| Broadleaf Partners, LLC | 37,978 | $$2M |
| NorthCoast Asset Management LLC | 37,302 | $$2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Hood River Capital Management LLC | 524,415 | $$23M |
| Burkehill Global Management, LP | 475,000 | $$21M |
| LORD, ABBETT & CO. LLC | 400,000 | $$17M |
| Ghisallo Capital Management LLC | 250,000 | $$11M |
| Aquatic Capital Management LLC | 126,521 | $$5M |
| Susquehanna Portfolio Strategies, L | 81,620 | $$4M |
| Black Swift Group, LLC | 53,625 | $$2M |
| 1832 Asset Management L.P. | 44,100 | $$2M |
| Freemont Management S.A. | 30,200 | $$1M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 26,141 | $$1M |
| TWINBEECH CAPITAL LP | 25,464 | $$1M |
| Park West Asset Management LLC | 25,000 | $$1M |
| Headlands Technologies LLC | 23,515 | $$1M |
| Fieldview Capital Management, LLC | 23,198 | $$1M |
| Mutual Advisors, LLC | 19,099 | $$827K |
| BANK OF MONTREAL /CAN | 18,283 | $$791K |
| Fortis Group Advisors, LLC | 16,898 | $$731K |
| Western Financial Corp/CA | 15,821 | $$685K |
| Jump Financial, LLC | 13,635 | $$590K |
| Darden Wealth Group Inc | 12,915 | $$559K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | +1,963,912 | +4136.5% | 2,011,390 |
| MORGAN STANLEY | +1,537,246 | +66.0% | 3,867,532 |
| Navis Wealth Advisors, LLC | +548,497 | +821.2% | 615,291 |
| JPMORGAN CHASE & CO | +526,130 | +22.3% | 2,889,676 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +525,334 | +13.9% | 4,295,652 |
| TWO SIGMA INVESTMENTS, LP | +470,135 | +50.0% | 1,410,103 |
| CANADA PENSION PLAN INVESTMENT BOAR | +468,400 | +118.3% | 864,400 |
| MILLENNIUM MANAGEMENT LLC | +413,568 | +115.7% | 770,980 |
| BlackRock, Inc. | +312,528 | +21.6% | 1,756,855 |
| Legal & General Group Plc | +276,444 | +76.3% | 638,977 |
| RENAISSANCE TECHNOLOGIES LLC | +245,300 | +34.3% | 960,100 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | +236,100 | +96.3% | 481,154 |
| EXCHANGE TRADED CONCEPTS, LLC | +194,199 | +39.3% | 688,141 |
| Point72 Asset Management, L.P. | +194,030 | +94.0% | 400,546 |
| Trexquant Investment LP | +175,404 | +54.1% | 499,408 |
| BNP PARIBAS FINANCIAL MARKETS | +159,774 | +53.0% | 461,507 |
| NATIXIS | +148,818 | +1637.9% | 157,904 |
| Man Group plc | +123,357 | +294.7% | 165,222 |
| UBS Group AG | +121,475 | +30.4% | 520,420 |
| S SQUARED TECHNOLOGY, LLC | +118,000 | +32.0% | 487,126 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FRANKLIN RESOURCES INC | -537,684 | -98.7% | 7,308 |
| GOLDMAN SACHS GROUP INC | -400,149 | -30.0% | 935,611 |
| FMR LLC | -395,286 | -21.7% | 1,426,279 |
| CITADEL ADVISORS LLC | -370,808 | -59.2% | 255,657 |
| D. E. Shaw & Co., Inc. | -243,032 | -97.8% | 5,478 |
| BAILLIE GIFFORD & CO | -216,129 | -1.7% | 12,263,759 |
| BNP PARIBAS ASSET MANAGEMENT Holdin | -157,860 | -99.4% | 1,017 |
| MARSHALL WACE, LLP | -152,556 | -71.7% | 60,362 |
| Allspring Global Investments Holdin | -138,666 | -19.1% | 586,310 |
| SEI INVESTMENTS CO | -135,533 | -93.8% | 8,887 |
| Handelsbanken Fonder AB | -110,365 | -49.2% | 114,152 |
| Voleon Capital Management LP | -70,784 | -79.6% | 18,154 |
| VANGUARD CAPITAL MANAGEMENT LLC | -64,456 | -2.2% | 2,851,280 |
| Balyasny Asset Management L.P. | -62,255 | -73.7% | 22,208 |
| RAYMOND JAMES FINANCIAL INC | -53,103 | -5.5% | 904,237 |
| Wealthfront Advisers LLC | -31,232 | -43.8% | 40,016 |
| GROUP ONE TRADING LLC | -28,929 | -58.5% | 20,544 |
| TUDOR INVESTMENT CORP ET AL | -26,410 | -17.9% | 121,312 |
| BOOTHBAY FUND MANAGEMENT, LLC | -21,660 | -78.4% | 5,959 |
| Cherry Creek Investment Advisors, I | -14,710 | -52.2% | 13,478 |