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Disclosery

SYM SYMBOTIC INC

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CLASS A COM (common), issuer CIK 1837240

328 managers (336 13F filers) reported a position in SYM shares at 2025-09-30, 104,894,982 shares in all. 96 filers opened a position and 39 filers sold out during the quarter.

Managers
328
13F filers
336
New
96
Added
92
Reduced
93
Sold out
39
Shares held by filers
104,894,982

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Federation des caisses Desjardins du Qu…4,269$230K<0.01%+1,62313F-HRTimeline
Hodges Capital Management Inc.4,250$229K0.02%-2,80013F-HRTimeline
Creative Planningin group Creative Planning4,241$229K<0.01%new13F-HRTimelineGroup
Patten Group, Inc.4,230$228K0.04%new13F-HRTimeline
Midwest Professional Planners, LTD.4,204$227K0.06%new13F-HRTimeline
WORLD EQUITY GROUP, INC.4,175$225K0.05%new13F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS4,159$224K<0.01%new13F-HRTimelineGroup
Stonebridge Capital Advisors LLC4,068$219K0.02%new13F-HRTimeline
Jain Global LLC4,006$216K<0.01%new13F-HRTimeline
Addison Capital Co4,000$216K0.06%new13F-HRTimeline
TD Asset Management Inc3,854$208K<0.01%new13F-HRTimeline
Navis Wealth Advisors, LLC3,822$206K0.15%new13F-HRTimeline
OAK ASSOCIATES LTD /OH/3,808$205K0.01%new13F-HRTimeline
New Republic Capital, LLC3,771$203K0.06%new13F-HRTimeline
MCF Advisors LLC3,564$192K0.01%013F-HRTimeline
Advisory Services Network, LLC3,193$172K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3,102$167K0.01%-4,49213F-HRTimeline
Asset Management One Co., Ltd.2,942$159K<0.01%new13F-HRTimeline
Quantbot Technologies LP2,853$154K<0.01%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,799$151K<0.01%+38213F-HRTimelineGroup
Farther Finance Advisors, LLC2,704$146K<0.01%+93913F-HRTimeline
JTC Employer Solutions Trustee Ltd2,694$145K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,577$139K<0.01%-1,30913F-HRTimelineGroup
NewEdge Advisors, LLC2,566$138K<0.01%+1,29013F-HRTimeline
AlphaQuest LLC2,519$136K0.01%+28713F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,000$108K<0.01%new13F-HRTimeline
Allworth Financial LP2,000$108K<0.01%+1,66913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,000$108K0.05%+1,00013F-HRTimeline
Crewe Advisors LLC1,900$102K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,846$99.5K<0.01%+1,25013F-HRTimelineGroup
RHUMBLINE ADVISERS1,769$95.3K<0.01%013F-HRTimeline
KBC Group NVin group KBC Group NV1,699$92K<0.01%013F-HRTimelineGroup
ONCE CAPITAL MANAGEMENT, LLC1,700$91.6K0.02%new13F-HRTimeline
IFP Advisors, Inc1,516$81.7K<0.01%+74413F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,500$80.8K<0.01%new13F-HRTimelineGroup
Vestcor Inc1,419$76K<0.01%new13F-HRTimeline
Centerpoint Advisors, LLC1,400$75K0.02%+20013F-HRTimeline
IAG Wealth Partners, LLC1,354$73K0.01%+53413F-HRTimeline
COMERICA BANK1,141$61.5K<0.01%-6,27313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,005$54.2K<0.01%+1,00013F-HRTimelineGroup
Clearstead Advisors, LLC1,000$53.9K<0.01%013F-HRTimeline
Pingora Partners LLC1,000$53.9K0.04%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners889$47.9K0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc838$45.2K<0.01%+1013F-HRTimeline
NFSG Corp800$43.1K0.01%013F-HRTimeline
Strategic Advocates LLC770$41.5K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.704$37.9K0.01%+66013F-HRTimeline
SRH ADVISORS, LLC668$36K0.01%+1813F-HRTimeline
Hanson & Doremus Investment Management576$31K<0.01%013F-HRTimeline
MAI Capital Management560$30.2K<0.01%+50013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …479$26K<0.01%+1413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC439$23.7K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC410$22.1K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.392$21.1K<0.01%+23513F-HRTimeline
Parallel Advisors, LLC370$19.9K<0.01%+10513F-HRTimeline
Arax Advisory Partners369$19.9K<0.01%-63113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP335$18.1K<0.01%+27013F-HRTimeline
SIGNATUREFD, LLC328$17.7K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC300$16.2K0.01%new13F-HRTimeline
Parkside Financial Bank & Trust268$14.4K<0.01%new13F-HRTimeline
Financial Freedom, LLC254$13.7K0.01%013F-HRTimeline
Nemes Rush Group LLC252$13.6K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.239$12.9K0.01%013F-HRTimeline
ADIRONDACK TRUST CO217$11.7K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC200$10.8K<0.01%-50013F-HRTimeline
TRUST CO OF VERMONT200$10.8K<0.01%013F-HRTimeline
Front Row Advisors LLC200$10.8K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…200$10.8K<0.01%-20013F-HRTimeline
HHM Wealth Advisors, LLC185$9.97K<0.01%new13F-HRTimeline
IFS Advisors, LLC182$9.81K0.01%013F-HRTimeline
Clearstead Trust, LLC173$9.32K<0.01%013F-HRTimeline
West Financial Advisors, LLC150$8.09K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC147$7.92K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.135$7.84K<0.01%-3513F-HRTimeline
Murphy & Mullick Capital Management Corp100$7.73K0.01%013F-HRTimeline
Geneos Wealth Management Inc.128$6.9K<0.01%-7613F-HRTimeline
Darwin Wealth Management, LLC125$6.74K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC120$6.47K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC112$6.04K<0.01%new13F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.120$6K<0.01%+4613F-HRTimelineGroup
Fairscale Capital, LLC101$5.44K<0.01%013F-HRTimeline
EASTERN BANK100$5.39K<0.01%013F-HRTimeline
Hurley Capital, LLC100$5.39K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC100$5.39K<0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…100$5.39K<0.01%013F-HRTimelineGroup
ORG Partners LLC100$5.39K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department100$5.39K<0.01%013F-HRTimelineGroup
Gen-Wealth Partners Inc82$4.42K<0.01%013F-HRTimeline
Bogart Wealth, LLC76$4.1K<0.01%+813F-HRTimeline
Roble, Belko & Company, Inc70$4K<0.01%+3413F-HRTimeline
Essential Partners LLC68$3.67K<0.01%013F-HRTimeline
Fortitude Family Office, LLC63$3.4K<0.01%+1013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…62$3.34K<0.01%new13F-HRTimelineGroup
HighMark Wealth Management LLC56$3K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.50$2.69K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC50$2.69K<0.01%013F-HRTimeline
Kilter Group LLC41$2.21K<0.01%+1213F-HRTimeline
Versant Capital Management, Inc40$2.16K<0.01%013F-HRTimeline
Pacer Advisors, Inc.39$2.1K<0.01%+413F-HRTimeline
Financial Connections Group, Inc.40$2K<0.01%013F-HRTimeline
GAMMA Investing LLC34$1.83K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…32$1.72K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC31$1.67K<0.01%-9,93413F-HR/ATimelineGroup
Investors Research Corp30$1.62K<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.20$1.42K<0.01%+313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC26$1.4K<0.01%-513F-HRTimelineGroup
Stephens Consulting, LLC25$1.35K<0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.25$1.35K<0.01%new13F-HRTimeline
Rise Advisors, LLC22$1.19K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp20$1.08K<0.01%new13F-HRTimelineGroup
Clean Yield Group20$1.08K<0.01%013F-HRTimeline
CX Institutional25$1K<0.01%new13F-HRTimeline
Avion Wealth23$1K<0.01%013F-HRTimeline
Manchester Capital Management LLC11$593<0.01%new13F-HRTimeline
Caitong International Asset Management …10$539<0.01%-42713F-HRTimeline
Root Financial Partners, LLC8$431<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC7$378<0.01%new13F-HRTimeline
True Wealth Design, LLC7$378<0.01%+413F-HRTimeline
SWAN Capital LLC7$377<0.01%new13F-HRTimeline
Addison Advisors LLC5$270<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3$162<0.01%013F-HRTimelineGroup
Seneschal Advisors, LLC2$108<0.01%new13F-HRTimeline
FNY Investment Advisers, LLC14$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Hemington Wealth Management12$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Capital Advisors, Ltd. LLC3$00%013F-HRTimelineValue filed as zero, left out of ratios.
Cloud Capital Management, LLC2$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Accredited Wealth Management, LLC1,423$270new13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and 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