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Disclosery

SYM SYMBOTIC INC

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CLASS A COM (common), issuer CIK 1837240

275 managers (282 13F filers) reported a position in SYM shares at 2025-06-30, 103,068,810 shares in all. 92 filers opened a position and 35 filers sold out during the quarter.

Managers
275
13F filers
282
New
92
Added
69
Reduced
66
Sold out
35
Shares held by filers
103,068,810

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Pingora Partners LLC1,000$38.9K0.03%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners889$34.6K0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc828$32.2K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC820$31.9K<0.01%new13F-HRTimeline
NFSG Corp800$31.1K0.01%013F-HRTimeline
IFP Advisors, Inc772$30K<0.01%+15413F-HRTimeline
ROTHSCHILD INVESTMENT LLC700$27.2K<0.01%-50013F-HRTimeline
SRH ADVISORS, LLC650$25.3K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.596$23.2K<0.01%013F-HRTimelineGroup
ALERUS FINANCIAL NA572$22.2K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management576$22K<0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …465$18K<0.01%new13F-HRTimelineGroup
Caitong International Asset Management …437$17K0.01%+28713F-HRTimeline
Atlantic Edge Private Wealth Management…400$15.5K<0.01%new13F-HRTimeline
Allworth Financial LP331$12.9K<0.01%+27513F-HRTimeline
SIGNATUREFD, LLC328$12.7K<0.01%+7013F-HRTimeline
Brooklyn Investment Group271$10.5K<0.01%-8213F-HR/ATimeline
Parallel Advisors, LLC265$10.3K<0.01%+16813F-HRTimeline
Financial Freedom, LLC254$9.87K0.01%013F-HRTimeline
Nemes Rush Group LLC252$9.79K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.239$9.29K0.01%013F-HRTimeline
Geneos Wealth Management Inc.204$7.92K<0.01%013F-HRTimeline
TRUST CO OF VERMONT200$7.77K<0.01%013F-HRTimeline
NewSquare Capital LLC200$7.77K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.200$7.77K0.01%13F-HRTimeline
IFS Advisors, LLC182$7.07K0.01%013F-HRTimeline
TD Waterhouse Canada Inc.170$6.74K<0.01%new13F-HRTimeline
Clearstead Trust, LLC173$6.72K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.157$6.1K<0.01%+413F-HRTimeline
West Financial Advisors, LLC150$5.83K<0.01%013F-HRTimeline
Fairscale Capital, LLC101$5.45K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC125$4.86K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC120$4.66K<0.01%013F-HRTimeline
Beacon Capital Management, LLC113$4.39K<0.01%013F-HRTimeline
EASTERN BANK100$3.88K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…100$3.88K<0.01%new13F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department100$3.88K<0.01%013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp100$3.88K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc82$3.19K<0.01%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.74$3K<0.01%-313F-HRTimelineGroup
Bogart Wealth, LLC68$2.64K<0.01%new13F-HRTimeline
Essential Partners LLC68$2.64K<0.01%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP65$2.53K<0.01%new13F-HRTimeline
MAI Capital Management60$2.33K<0.01%013F-HRTimeline
Fortitude Family Office, LLC53$2.06K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC50$1.94K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.44$1.64K<0.01%013F-HRTimeline
Versant Capital Management, Inc40$1.55K<0.01%013F-HRTimeline
CURIO WEALTH, LLC40$1.55K<0.01%new13F-HRTimeline
Kiker Wealth Management, LLC37$1.44K<0.01%013F-HRTimeline
Pacer Advisors, Inc.35$1.36K<0.01%-3313F-HRTimeline
GAMMA Investing LLC34$1.32K<0.01%-3613F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…32$1.27K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC31$1.2K<0.01%new13F-HRTimelineGroup
Investors Research Corp30$1.17K<0.01%-1013F-HRTimeline
Kilter Group LLC29$1.13K<0.01%new13F-HRTimeline
Financial Connections Group, Inc.40$1K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc36$1K<0.01%013F-HRTimeline
Stephens Consulting, LLC25$972<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.17$936<0.01%013F-HRTimeline
Bullock Wealth Management Group22$873<0.01%-6513F-HRTimeline
Rise Advisors, LLC22$855<0.01%new13F-HRTimeline
Clean Yield Group20$777<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC20$777<0.01%new13F-HR/ATimeline
Plante Moran Financial Advisors, LLC17$660<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.16$622<0.01%new13F-HRTimeline
Addison Advisors LLC5$195<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5$194<0.01%-3513F-HRTimelineGroup
True Wealth Design, LLC3$117<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC3$117<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3$117<0.01%013F-HRTimelineGroup
Avion Wealth23$00%new13F-HR/ATimelineValue filed as zero, left out of ratios.
Capital Advisors, Ltd. LLC3$00%new13F-HRTimelineValue filed as zero, left out of ratios.
OGOREK ANTHONY JOSEPH /NY/ /ADV0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount 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