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Disclosery

SYM SYMBOTIC INC

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CLASS A COM (common), issuer CIK 1837240

406 managers (419 13F filers) reported a position in SYM shares at 2026-06-30, 116,152,181 shares in all. 84 filers opened a position and 79 filers sold out during the quarter.

Managers
406
13F filers
419
New
84
Added
171
Reduced
88
Sold out
79
Shares held by filers
116,152,181

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OP Asset Management Ltd8,513$383K<0.01%new13F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC8,410$378K<0.01%+88413F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\8,331$374K<0.01%+2,58513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…8,484$370K<0.01%+3,57413F-HRTimeline
MAI Capital Management8,236$370K<0.01%+7,66713F-HRTimeline
Mariner, LLCin group Mariner, LLC8,185$368K<0.01%-13,50013F-HRTimelineGroup
Bayesian Capital Management, LP8,149$366K0.23%new13F-HRTimeline
Werlinich Asset Management, LLC8,108$364K0.14%+10013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,065$363K0.01%+1,03813F-HRTimeline
Janney Montgomery Scott LLC7,981$359K<0.01%+3,64213F-HRTimeline
AlphaGrep UK Ltd7,911$356K0.11%new13F-HRTimeline
Lakeshore Financial Planning, Inc.7,803$351K0.11%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,603$342K<0.01%+1,44413F-HRTimelineGroup
Somerset Trust Co7,427$334K0.09%+2913F-HRTimeline
Addison Capital Co7,375$332K0.05%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC7,325$329K0.17%-50013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,308$328K<0.01%-537,68413F-HRTimelineGroup
IFP Advisors, Inc7,203$324K0.01%+1,09213F-HRTimeline
Farther Finance Advisors, LLC7,088$318K<0.01%+1,89313F-HRTimeline
Centiva Capital, LP7,058$317K0.01%new13F-HRTimeline
Palumbo Wealth Management LLC6,984$314K0.07%+13813F-HRTimeline
Vestcor Inc6,926$311K0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,917$311K<0.01%+1,53613F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…6,912$311K<0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV6,808$306K<0.01%-2,22213F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,792$305K0.01%+2,00513F-HRTimelineGroup
TD Asset Management Inc6,572$295K<0.01%+44613F-HRTimeline
Federation des caisses Desjardins du Qu…6,503$292K<0.01%+1,89213F-HRTimeline
West Tower Group, LLC6,500$292K0.82%-50013F-HRTimeline
Onyx Bridge Wealth Group LLC6,479$291K0.03%013F-HRTimeline
Savant Capital, LLC6,168$290K<0.01%new13F-HRTimeline
Intrepid Financial Planning Group LLC6,420$289K0.1%-5013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.6,200$278K<0.01%013F-HRTimelineGroup
Magnetar Financial LLCin group Magnetar Financial LLC6,177$278K<0.01%new13F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC6,177$278K0.15%+4,66213F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …6,150$276K<0.01%-7,36513F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,145$276K<0.01%+1,90813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,114$275K0.02%+27013F-HRTimeline
SBI Securities Co., Ltd.6,040$271K0.01%+4513F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC5,959$268K0.01%-21,66013F-HRTimeline
Malaga Cove Capital, LLC5,943$267K0.09%+1,67213F-HRTimeline
Sigma Planning Corp5,881$264K0.01%+32813F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.5,880$264K0.04%new13F-HRTimeline
Merit Financial Group, LLC5,813$261K<0.01%new13F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,811$261K<0.01%+28713F-HRTimelineGroup
Advisory Alpha, LLC5,635$253K0.01%new13F-HRTimeline
LBP AM SA5,616$252K<0.01%+1,71713F-HRTimeline
Osbon Capital Management LLC5,615$252K0.2%-113F-HRTimeline
Marex Group Ltdin group Marex Group Ltd5,564$250K<0.01%new13F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,478$246K<0.01%-243,03213F-HRTimelineGroup
Creative Planningin group Creative Planning5,462$246K<0.01%-46513F-HRTimelineGroup
DB&C Advisors, LLC5,373$242K0.26%new13F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,356$241K<0.01%013F-HRTimeline
Midwest Professional Planners, LTD.5,308$239K0.05%+42313F-HRTimeline
PRIVATE TRUST CO NA5,250$236K0.02%013F-HRTimeline
MACKENZIE FINANCIAL CORP5,231$235K<0.01%+31413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,100$229K<0.01%+34413F-HRTimeline
Global Retirement Partners, LLC5,089$229K<0.01%13F-HRTimeline
Central Pacific Bank - Trust Division5,074$228K0.02%-5,25413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.5,000$225K0.08%+3,00013F-HRTimeline
Eurizon Capital SGR S.p.A.5,042$225K<0.01%+3,22213F-HRTimeline
Tannin Capital LLC4,922$221K0.15%-4213F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…4,623$208K<0.01%new13F-HRTimelineGroup
Ascent Wealth Partners, LLC4,621$208K0.02%+67913F-HRTimeline
SlateStone Wealth, LLC4,514$203K0.02%+1013F-HRTimeline
Waverly Advisors, LLC4,498$202K<0.01%-25613F-HRTimeline
CoreCap Advisors, LLC4,398$198K0.01%-45813F-HRTimeline
Integrated Wealth Concepts LLC4,188$188K<0.01%new13F-HRTimeline
MCF Advisors LLC3,564$160K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS3,558$160K0.02%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd3,546$159K0.03%new13F-HR/ATimeline
JTC Employer Solutions Trustee Ltd2,694$121K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.2,608$117K<0.01%-20613F-HRTimeline
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…2,274$102K<0.01%+27813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,213$99.5K<0.01%-42013F-HRTimelineGroup
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…2,352$99.1K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc2,000$89.9K<0.01%013F-HRTimeline
Nykredit A/Sin group Nykredit A/S1,984$89.2K<0.01%13F-HRTimelineGroup
Rakuten Securities, Inc.in group Rakuten Group, Inc.1,972$88.6K0.02%-1,24713F-HRTimelineGroup
Crewe Advisors LLC1,900$85.4K0.01%013F-HRTimeline
Northwest & Ethical Investments L.P.1,889$79.6K<0.01%-3,11113F-HRTimeline
IAG Wealth Partners, LLC1,752$78.8K0.01%013F-HRTimeline
KBC Group NVin group KBC Group NV1,699$76K<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,607$72.2K<0.01%+6113F-HRTimelineGroup
Allworth Financial LP1,512$68K<0.01%-1,27413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,500$67K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VEGA INVESTMENT SOLUTIONS1,379$62K0.01%+27813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,290$58K<0.01%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,126$50K<0.01%new13F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …1,017$45.7K<0.01%-157,86013F-HRTimelineGroup
Clearstead Advisors, LLC1,001$45K<0.01%+113F-HRTimeline
NFSG Corp1,000$45K0.01%new13F-HRTimeline
Pingora Partners LLC1,000$45K0.03%013F-HRTimeline
WOLFF WIESE MAGANA LLC800$36K0.02%+50013F-HRTimeline
Strategic Advocates LLC700$31.5K0.12%013F-HRTimeline
Larson Financial Group LLC688$30.9K<0.01%+65913F-HRTimeline
SRH ADVISORS, LLC650$29.2K0.01%013F-HRTimeline
SHP Wealth Management639$28.7K<0.01%+7613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp579$26K<0.01%new13F-HRTimelineGroup
Allianz SEin group Allianz SE572$25.7K<0.01%new13F-HRTimelineGroup
Caitong International Asset Management …553$24.9K<0.01%-1,23313F-HRTimeline
Pacer Advisors, Inc.540$24K<0.01%+29713F-HRTimeline
Financial Management Professionals, Inc.508$22.8K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL500$22.5K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK470$21.1K<0.01%+1713F-HRTimelineGroup
Arax Advisory Partners433$19.5K<0.01%+24413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/419$18.8K<0.01%-813F-HRTimelineGroup
Parallel Advisors, LLC396$17.8K<0.01%-36613F-HRTimeline
Nemes Rush Group LLC396$17.8K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC381$17.1K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.379$17K<0.01%+213F-HRTimeline
SIGNATUREFD, LLC361$16.2K<0.01%-713F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…376$16K<0.01%-4,84813F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP335$15.1K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.328$14.7K<0.01%+20013F-HRTimeline
ROTHSCHILD INVESTMENT LLC313$14.1K<0.01%+5513F-HRTimeline
AMERIFLEX GROUP, INC.308$13.8K0.01%013F-HRTimeline
Rossby Financial, LCC300$13.5K<0.01%new13F-HRTimeline
ADIRONDACK TRUST CO254$11.4K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC250$11.2K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.239$10.7K0.01%013F-HRTimeline
Centerpoint Advisors, LLC200$9K<0.01%013F-HRTimeline
TRUST CO OF VERMONT200$8.99K<0.01%13F-HRTimeline
IFS Advisors, LLC182$8.18K<0.01%013F-HRTimeline
Clearstead Trust, LLC173$7.78K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd167$7.51K<0.01%new13F-HRTimelineGroup
West Financial Advisors, LLC150$6.74K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc148$6.65K<0.01%+813F-HRTimeline
Highland Investment Advisors LLC145$6.52K<0.01%13F-HRTimeline
City State Bank135$6.07K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC127$5.71K<0.01%+10113F-HRTimelineGroup
BARRETT & COMPANY, INC.125$5.62K<0.01%+7513F-HRTimeline
Atlantic Edge Private Wealth Management…125$5.62K<0.01%-10013F-HRTimeline
Rialto Wealth Management, LLC120$5.39K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners104$4.69K<0.01%new13F-HRTimelineGroup
NBH Bank102$4.58K<0.01%13F-HRTimeline
Fairscale Capital, LLC101$4.54K<0.01%013F-HRTimeline
EASTERN BANK100$4.5K<0.01%013F-HRTimeline
Hurley Capital, LLC100$4.5K<0.01%013F-HRTimeline
IFG Advisory, LLC100$4.5K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…100$4.5K<0.01%new13F-HRTimelineGroup
Murphy & Mullick Capital Management Corp100$4.5K<0.01%013F-HRTimeline
Harborfront Financial Group LLC100$4.5K0.02%13F-HRTimeline
TD Waterhouse Canada Inc.100$4.49K<0.01%013F-HRTimeline
Luminist Capital LLC97$4.36K<0.01%new13F-HRTimeline
STANCE CAPITAL LLC88$3.96K<0.01%013F-HRTimeline
BFSG, LLC70$3.15K<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC67$3.01K<0.01%013F-HRTimeline
Essential Partners LLC62$2.79K<0.01%-613F-HRTimeline
LANARK FINANCIAL, INC.60$2.7K<0.01%+2013F-HRTimeline
Fortitude Family Office, LLC60$2.7K<0.01%-2213F-HRTimeline
HHM Wealth Advisors, LLC55$2.47K<0.01%-1,58113F-HRTimeline
Legacy Bridge, LLC50$2.25K<0.01%013F-HRTimeline
Key Financial Inc50$2.25K<0.01%new13F-HRTimeline
Investors Portfolio Services LLC50$2.25K<0.01%-113F-HRTimeline
PlanVest Financial, Inc50$2.25K<0.01%new13F-HRTimeline
Aventura Private Wealth, LLC49$2.2K<0.01%-513F-HRTimeline
Meramec Financial Planners, LLC50$2.08K<0.01%013F-HRTimeline
Forum Finance Group S.A.50$2K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC40$2K<0.01%+2613F-HRTimelineGroup
Bogart Wealth, LLC44$1.98K<0.01%-1013F-HRTimeline
Lloyd Advisory Services, LLC.41$1.84K<0.01%new13F-HRTimeline
Versant Capital Management, Inc40$1.8K<0.01%013F-HRTimeline
SWAN Capital LLC40$1.8K<0.01%+2513F-HRTimeline
Financial Perspectives, Inc40$1.8K<0.01%013F-HRTimeline
Bullock Wealth Management Group40$1.8K<0.01%13F-HRTimeline
GAMMA Investing LLC34$1.53K<0.01%-2013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.33$1.48K<0.01%013F-HRTimeline
Strive Financial Group ,LLC32$1.44K<0.01%013F-HR/ATimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding32$1.44K-233Timeline
Investors Research Corp30$1.35K<0.01%013F-HRTimeline
Kilter Group LLC29$1.3K<0.01%-5413F-HRTimeline
Bear Mountain Capital, Inc.29$1.26K<0.01%+413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT28$1.26K<0.01%+913F-HRTimeline
Silver Grove Financial Group, Inc.26$1.17K<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC25$1.12K<0.01%new13F-HRTimeline
Triumph Capital Management25$1.12K<0.01%new13F-HRTimeline
CX Institutional25$1K<0.01%013F-HRTimeline
Avion Wealth23$1K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.20$1K<0.01%new13F-HRTimeline
Clean Yield Group20$899<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC10$498<0.01%13F-HRTimeline
Stone House Investment Management, LLC9$423<0.01%-1813F-HRTimeline
Keating Financial Advisory Services, In…9$405<0.01%+413F-HRTimeline
Benson Wealth Management INC8$360<0.01%new13F-HRTimeline
CVA Family Office, LLC6$270<0.01%-713F-HRTimeline
BARD ASSOCIATES INC5$225<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC5$225<0.01%-513F-HRTimeline
Truvestments Capital LLC5$225<0.01%new13F-HRTimeline
Addison Advisors LLC5$225<0.01%013F-HRTimeline
Blue Trust, Inc.5$225<0.01%new13F-HRTimeline
True Wealth Design, LLC5$225<0.01%013F-HRTimeline
Key Capital Management, INC5$225<0.01%013F-HRTimeline
Smartleaf Asset Management LLC5$211<0.01%013F-HRTimeline
Brooklyn FI, LLC4$170<0.01%new13F-HRTimeline
Davis Capital Management3$135<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.3$135<0.01%-113F-HRTimeline
Cornerstone Planning Group LLC2$85<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC1$45<0.01%-113F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…1$45<0.01%-9913F-HRTimeline