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Disclosery

SYM SYMBOTIC INC

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CLASS A COM (common), issuer CIK 1837240

219 managers (223 13F filers) reported a position in SYM shares at 2024-12-31, 102,590,391 shares in all. 48 filers opened a position and 51 filers sold out during the quarter.

Managers
219
13F filers
223
New
48
Added
59
Reduced
62
Sold out
51
Shares held by filers
102,590,391

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

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
KRASNOW TODDdirector2026-10-05-247 S$43.03Form 4
KRASNOW TODDdirector2026-10-05-1,753 S$42.6739Form 4
KRASNOW TODDdirector2026-10-05+2,000 JForm 4
KRASNOW TODDdirector2026-10-05-2,000 JForm 4

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…33$783<0.01%new13F-HRTimelineGroup
Hexagon Capital Partners LLC31$735<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.30$711<0.01%013F-HRTimeline
Stephens Consulting, LLC25$593<0.01%013F-HRTimeline
WR Wealth Planners, LLC25$593<0.01%new13F-HRTimeline
CVA Family Office, LLC24$569<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.17$558<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC20$475<0.01%new13F-HRTimeline
Clean Yield Group20$474<0.01%013F-HRTimeline
Decker Retirement Planning Inc.20$474<0.01%13F-HRTimeline
Plante Moran Financial Advisors, LLC17$403<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC10$244<0.01%new13F-HRTimelineGroup
Legacy Investment Solutions, LLC3$80<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3$80<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3$71<0.01%-1,05313F-HRTimelineGroup
Prestige Wealth Management Group LLC1$24<0.01%013F-HR/ATimeline
Brooklyn Investment Group1$24<0.01%new13F-HRTimeline
Hemington Wealth Management2$00%+113F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • KRASNOW TODD disposed of 2,000 SYM shares on 2026-10-05, Form 4 filed 2026-10-07. 0001526378-26-000043

    Accepted , ingested