SYMBOTIC INC (SYM) Institutional Ownership
SYM is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $79.64M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is ARK Invest, which reported ownership valued at approximately $41.61M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, ARK Invest's SYM position is now estimated to be worth approximately $31.42M, representing an estimated loss of -24.49% since the filing period.
Major shareholders tracked on this page include ARK Invest, Renaissance Technologies LLC, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional position trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward SYMBOTIC INC (SYM).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 2 | $79,641,624 | 1,497,023 |
| Q4 2025 | 3 | $92,398,205 | 1,552,911 |
| Q3 2025 | 3 | $71,480,671 | 1,326,172 |
| Q2 2025 | 3 | $33,993,789 | 875,001 |
| Q1 2025 | 1 | $7,948,452 | 393,293 |
| Q4 2024 | 1 | $4,506,489 | 190,067 |
| Q2 2023 | 1 | $5,234 | 122,262 |
| Q1 2023 | 1 | $203 | 8,900 |
Related SYM Institutional Insights:
- SYM Institutional Ownership & Insiders Activity
- SYM Institutional Ownership & 13F Activity
- SYM Top Institutional Shareholders
- SYM Institutional Buying Activity
- SYM Institutional Selling Activity
- Industrials Sector Institutional Ownership
- Industrials Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Industrials Stocks By Institutional Investors
- Most Sold Industrials Stocks By Institutional Investors
- SYM Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings