Skip to content
Disclosery

SYM SYMBOTIC INC

Follow

CLASS A COM (common), issuer CIK 1837240

220 managers (223 13F filers) reported a position in SYM shares at 2025-03-31, 103,317,958 shares in all. 47 filers opened a position and 42 filers sold out during the quarter.

Managers
220
13F filers
223
New
47
Added
90
Reduced
41
Sold out
42
Shares held by filers
103,317,958

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GPS Wealth Strategies Group, LLC50$1.01K<0.01%-5013F-HRTimeline
Roble, Belko & Company, Inc36$1K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.44$889<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…40$808<0.01%new13F-HRTimelineGroup
Investors Research Corp40$808<0.01%new13F-HRTimeline
Versant Capital Management, Inc40$808<0.01%013F-HRTimeline
Kiker Wealth Management, LLC37$748<0.01%new13F-HRTimeline
Lindbrook Capital, LLC35$707<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…32$668<0.01%new13F-HRTimelineGroup
Stephens Consulting, LLC25$506<0.01%013F-HRTimeline
CVA Family Office, LLC24$485<0.01%013F-HRTimeline
Clean Yield Group20$404<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.17$366<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC17$344<0.01%013F-HRTimeline
Addison Advisors LLC5$102<0.01%new13F-HRTimeline
True Wealth Design, LLC3$61<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3$61<0.01%013F-HRTimelineGroup
McClarren Financial Advisors, Inc.20$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Hemington Wealth Management1$00%-113F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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