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 quarterInstitutional holdersTotal reported valueTotal shares
Q1 20262$79,641,6241,497,023
Q4 20253$92,398,2051,552,911
Q3 20253$71,480,6711,326,172
Q2 20253$33,993,789875,001
Q1 20251$7,948,452393,293
Q4 20241$4,506,489190,067
Q2 20231$5,234122,262
Q1 20231$2038,900