SYM Symbotic Inc.
Symbotic Inc. (SYM) Institutional Ownership
What the institutions did with SYM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Walmart Inc. | 15.0M | 42.8% |
| BAILLIE GIFFORD & CO | 12.2M | 34.8% |
| NORDEA INVESTMENT MANAGEMENT AB | 1.4M | 3.9% |
| Daiwa Securities Group Inc. | 1.1M | 3.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 950.4K | 2.7% |
| EXCHANGE TRADED CONCEPTS, LLC | 688.0K | 2.0% |
| CITIGROUP INC | 602.8K | 1.7% |
| Amundi | 262.5K | 0.7% |
| LPL Financial LLC | 241.2K | 0.7% |
| RPG Investment Advisory, LLC | 152.7K | 0.4% |
| Handelsbanken Fonder AB | 131.3K | 0.4% |
| DIMENSIONAL FUND ADVISORS LP | 118.8K | 0.3% |
| Slow Capital, Inc. | 106.1K | 0.3% |
| Barton Investment Management | 93.7K | 0.3% |
| BOURNE LENT ASSET MANAGEMENT INC | 90.0K | 0.3% |
| DDD Partners, LLC | 87.9K | 0.3% |
| MARATHON CAPITAL MANAGEMENT | 69.1K | 0.2% |
| Legacy Capital Wealth Partners, LLC | 63.5K | 0.2% |
| 180 WEALTH ADVISORS, LLC | 63.4K | 0.2% |
| Vontobel Holding Ltd. | 62.5K | 0.2% |
| Taylor Frigon Capital Management LLC | 59.5K | 0.2% |
| Bank of New York Mellon Corp | 59.4K | 0.2% |
| Register Financial Advisors LLC | 58.5K | 0.2% |
| Squarepoint Ops LLC | 57.0K | 0.2% |
| HATCH COVE CAPITAL, LLC | 47.3K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| NORDEA INVESTMENT MANAGEMENT AB | New | 0 | 1.4M | +1.4M |
| Allspring Global Investments Holdings, LLC | Reduced | 586.3K | 8.9K | -577.4K |
| CITIGROUP INC | Increased | 237.0K | 602.8K | +365.9K |
| SIERRA SUMMIT ADVISORS LLC | Sold Out | 259.1K | 0 | -259.1K |
| NATIXIS | Reduced | 157.9K | 13.2K | -144.7K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 823.8K | 950.4K | +126.6K |
| RPG Investment Advisory, LLC | Reduced | 267.0K | 152.7K | -114.3K |
| Daiwa Securities Group Inc. | Increased | 947.3K | 1.1M | +114.1K |
| BAILLIE GIFFORD & CO | Reduced | 12.3M | 12.2M | -78.1K |
| PICTON MAHONEY ASSET MANAGEMENT | Sold Out | 77.4K | 0 | -77.4K |
| Amundi | Increased | 196.4K | 262.5K | +66.1K |
| LPL Financial LLC | Reduced | 307.1K | 241.2K | -65.9K |
| BARCLAYS PLC | Reduced | 62.3K | 1.8K | -60.4K |
| Squarepoint Ops LLC | New | 0 | 57.0K | +57.0K |
| HATCH COVE CAPITAL, LLC | New | 0 | 47.3K | +47.3K |
| Bouvel Investment Partners, LLC | Sold Out | 46.0K | 0 | -46.0K |
| Financiere des Professionnels - Fonds d'investissement inc. | Sold Out | 41.1K | 0 | -41.1K |
| Barton Investment Management | Increased | 53.5K | 93.7K | +40.3K |
| ONCE CAPITAL MANAGEMENT, LLC | Reduced | 50.0K | 10.0K | -40.0K |
| KBC Group NV | Increased | 1.7K | 40.6K | +38.9K |
| BI Asset Management Fondsmaeglerselskab A/S | Sold Out | 38.8K | 0 | -38.8K |
| Wealthfront Advisers LLC | Reduced | 40.0K | 5.7K | -34.3K |
| Concurrent Investment Advisors, LLC | Increased | 5.8K | 39.9K | +34.1K |
| Capelight Capital Asset Management LP | Sold Out | 30.0K | 0 | -30.0K |
| TEALWOOD ASSET MANAGEMENT INC | New | 0 | 29.3K | +29.3K |
| Lighthouse Financial LLC | New | 0 | 19.3K | +19.3K |
| EverSource Wealth Advisors, LLC | Reduced | 19.9K | 1.7K | -18.2K |
| ESSEX INVESTMENT MANAGEMENT CO LLC | New | 0 | 17.7K | +17.7K |
| ALPS ADVISORS INC | New | 0 | 17.3K | +17.3K |
| Handelsbanken Fonder AB | Increased | 114.2K | 131.3K | +17.2K |
| Bank of New York Mellon Corp | Increased | 45.5K | 59.4K | +13.8K |
| IMC-Chicago, LLC | Sold Out | 13.6K | 0 | -13.6K |
| Nordwand Advisors, LLC | Sold Out | 13.6K | 0 | -13.6K |
| DDD Partners, LLC | Increased | 75.8K | 87.9K | +12.1K |
| Asset Management One Co., Ltd. | Sold Out | 12.1K | 0 | -12.1K |
| Nicholas Wealth, LLC. | Increased | 22.3K | 33.8K | +11.5K |
| Vontobel Holding Ltd. | Increased | 51.4K | 62.5K | +11.1K |
| CARLSON FINANCIAL, INC. | New | 0 | 9.8K | +9.8K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 44.4K | 34.8K | -9.6K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 109.4K | 118.8K | +9.4K |
| Brookstone Capital Management | New | 0 | 8.7K | +8.7K |
| Total Clarity Wealth Management, Inc. | New | 0 | 8.5K | +8.5K |
| SIMPLEX TRADING, LLC | Reduced | 54.7K | 46.4K | -8.3K |
| Lakeshore Financial Planning, Inc. | Sold Out | 7.8K | 0 | -7.8K |
| Prime Capital Investment Advisors, LLC | New | 0 | 7.2K | +7.2K |
| Thrivent Financial for Lutherans | New | 0 | 6.6K | +6.6K |
| State of New Jersey Common Pension Fund D | Increased | 21.8K | 28.3K | +6.5K |
| West Tower Group, LLC | Sold Out | 6.5K | 0 | -6.5K |
| Vise Technologies, Inc. | New | 0 | 6.4K | +6.4K |
| Creative Planning | Increased | 5.5K | 11.5K | +6.0K |
| Merit Financial Group, LLC | Sold Out | 5.8K | 0 | -5.8K |
| VERUS CAPITAL PARTNERS, LLC | New | 0 | 5.8K | +5.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 42.2K | 36.7K | -5.5K |
| DB&C Advisors, LLC | Sold Out | 5.4K | 0 | -5.4K |
| INTEGRITY ALLIANCE, LLC. | Increased | 24.0K | 29.3K | +5.3K |
| Central Pacific Bank - Trust Division | Sold Out | 5.1K | 0 | -5.1K |
| FIFTH THIRD BANCORP | Reduced | 6.9K | 2.2K | -4.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Increased | 32.2K | 36.9K | +4.7K |
| DEUTSCHE BANK AG\ | Increased | 8.3K | 13.0K | +4.6K |
| Tannin Capital LLC | Increased | 4.9K | 9.3K | +4.4K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.