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Disclosery

SYM SYMBOTIC INC

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CLASS A COM (common), issuer CIK 1837240

397 managers (404 13F filers) reported a position in SYM shares at 2025-12-31, 139,001,863 shares in all. 94 filers opened a position and 44 filers sold out during the quarter.

Managers
397
13F filers
404
New
94
Added
127
Reduced
94
Sold out
44
Shares held by filers
139,001,863

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
SlateStone Wealth, LLC6,305$375K0.03%+1013F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.6,200$374K<0.01%-10013F-HRTimelineGroup
OSSIAM6,278$374K0.01%new13F-HRTimeline
ExodusPoint Capital Management, LP5,921$352K<0.01%new13F-HRTimeline
LAFFER TENGLER INVESTMENTS, INC.5,898$351K0.05%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,800$345K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,753$342K<0.01%+26613F-HRTimeline
CoreCap Advisors, LLC5,746$342K0.01%-8,39413F-HRTimeline
Massar Capital Management, LP5,738$341K0.07%new13F-HRTimeline
Sigma Planning Corp5,703$339K0.01%-25013F-HRTimeline
Palumbo Wealth Management LLC5,676$338K0.08%+58113F-HRTimeline
Osbon Capital Management LLC5,616$334K0.31%13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management5,603$333K<0.01%-30,02213F-HRTimelineGroup
Intrepid Financial Planning Group LLC5,590$333K0.13%new13F-HRTimeline
IHT Wealth Management, LLC5,582$332K0.01%+3513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,544$330K0.02%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,534$329K<0.01%-64513F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,356$319K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC5,297$315K<0.01%+2,59313F-HRTimeline
PRIVATE TRUST CO NA5,250$312K0.03%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,241$312K<0.01%-9,05613F-HRTimelineGroup
Counterpoint Mutual Funds LLC5,201$309K0.02%new13F-HRTimeline
Moors & Cabot, Inc.5,200$309K0.01%+10013F-HRTimeline
Scientech Research LLC5,130$305K0.19%-4,76513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,027$303K<0.01%+11713F-HRTimelineGroup
Kovack Advisors, Inc.5,015$298K0.01%-3,96213F-HR/ATimeline
Waverly Advisors, LLC5,005$298K<0.01%+49213F-HRTimeline
ZAZOVE ASSOCIATES LLC5,000$298K0.03%new13F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD4,900$292K<0.01%new13F-HRTimeline
Leonteq Securities AG4,735$282K0.02%-3,21113F-HRTimeline
Midwest Professional Planners, LTD.4,729$281K0.07%+52513F-HRTimeline
Polymer Capital Management (US) LLC4,684$279K0.04%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,595$273K0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning4,576$272K<0.01%+33513F-HRTimelineGroup
Northwest & Ethical Investments L.P.4,500$271K0.01%new13F-HR/ATimeline
Federation des caisses Desjardins du Qu…4,493$267K<0.01%+22413F-HRTimeline
Cresset Asset Management, LLC4,413$263K<0.01%-4913F-HRTimeline
CIBC Asset Management Inc4,375$260K<0.01%new13F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,334$258K<0.01%new13F-HRTimelineGroup
POLEN CAPITAL MANAGEMENT LLC4,298$256K<0.01%-4,08713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,290$255K<0.01%+1,49113F-HRTimelineGroup
Hodges Capital Management Inc.4,250$253K0.02%013F-HRTimeline
Tannin Capital LLC4,235$252K0.23%13F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP4,144$250K<0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC4,185$249K<0.01%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC4,167$248K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,161$248K<0.01%+2,31513F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI4,125$245K0.01%new13F-HRTimeline
MANGROVE PARTNERS IM, LLC4,103$244K0.02%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP4,002$238K0.02%new13F-HRTimeline
Regal Partners Ltdin group Regal Partners Ltd4,000$238K0.01%-3,53813F-HRTimelineGroup
Intergy Private Wealth, LLC4,000$238K0.07%-5,00013F-HRTimeline
CALTON & ASSOCIATES, INC.3,999$238K0.03%-1,70013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC3,908$233K<0.01%-1,867,52213F-HRTimelineGroup
Perennial Investment Advisors, LLC3,845$229K0.02%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,811$227K0.01%+3,74913F-HRTimelineGroup
OAK ASSOCIATES LTD /OH/3,808$227K0.01%013F-HRTimeline
TD Asset Management Inc3,753$223K<0.01%-10113F-HRTimeline
WEDBUSH SECURITIES INC3,691$220K0.01%new13F-HRTimeline
RDA Financial Network3,639$217K0.05%-2,13813F-HRTimeline
Churchill Financial Advisors, LLC3,620$215K0.07%13F-HRTimeline
Stonebridge Capital Advisors LLC3,618$215K0.01%-45013F-HRTimeline
OneDigital Investment Advisors LLC3,609$215K<0.01%new13F-HRTimeline
MCF Advisors LLC3,564$212K0.01%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC3,533$210K0.04%13F-HRTimeline
Sanctuary Advisors, LLC3,501$208K<0.01%-1,65813F-HRTimeline
MAYPORT, LLC3,500$208K0.04%new13F-HRTimeline
Aldebaran Financial Inc.3,430$207K0.19%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC3,400$202K0.03%new13F-HRTimeline
ONCE CAPITAL MANAGEMENT, LLC3,400$202K0.05%+1,70013F-HRTimeline
Allworth Financial LP3,070$183K<0.01%+1,07013F-HRTimeline
JTC Employer Solutions Trustee Ltd2,694$160K0.01%013F-HRTimeline
Global Retirement Partners, LLC2,609$155K<0.01%-2,13913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,608$155K<0.01%+3113F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC2,132$127K0.01%new13F-HRTimeline
AlphaQuest LLC2,059$123K0.01%-46013F-HRTimeline
AdvisorNet Financial, Inc2,041$121K0.01%+1,20313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,030$121K<0.01%+53013F-HR/ATimelineGroup
GABLES CAPITAL MANAGEMENT INC.2,000$119K0.05%013F-HRTimeline
IFP Advisors, Inc1,922$114K<0.01%+40613F-HRTimeline
Crewe Advisors LLC1,900$113K0.01%013F-HRTimeline
SageView Advisory Group, LLC1,785$106K<0.01%new13F-HRTimeline
RHUMBLINE ADVISERS1,769$105K<0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,736$103K<0.01%new13F-HRTimeline
KBC Group NVin group KBC Group NV1,699$101K<0.01%013F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd1,690$101K0.04%new13F-HRTimeline
Vestcor Inc1,419$84K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC1,354$80.6K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,290$76.8K0.01%-1,81213F-HRTimeline
VEGA INVESTMENT SOLUTIONS1,101$65.5K0.01%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,005$59.8K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC1,000$59.5K<0.01%013F-HRTimeline
Pingora Partners LLC1,000$59.5K0.04%013F-HRTimeline
COMERICA BANK994$59.1K<0.01%-14713F-HRTimeline
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…927$55.2K<0.01%13F-HR/ATimeline
Strategic Advocates LLC770$46.4K0.01%013F-HRTimeline
SRH ADVISORS, LLC668$39.7K0.01%013F-HRTimeline
Parallel Advisors, LLC619$36.9K<0.01%+24913F-HRTimeline
Keating Financial Advisory Services, In…613$36.5K<0.01%13F-HRTimeline
Quarry LP600$35.7K0.01%new13F-HRTimeline
Hanson & Doremus Investment Management576$34K<0.01%013F-HRTimeline
MAI Capital Management560$33.3K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust536$31.9K<0.01%+26813F-HRTimeline
HARBOUR INVESTMENTS, INC.410$24.4K<0.01%+1813F-HRTimeline
Sound Income Strategies, LLC360$24.3K<0.01%new13F-HRTimeline
Nemes Rush Group LLC396$23.6K<0.01%+14413F-HRTimeline
SIGNATUREFD, LLC340$20.2K<0.01%+1213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP335$19.9K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.308$18.3K0.01%-39613F-HRTimeline
Pacer Advisors, Inc.301$17.9K<0.01%+26213F-HR/ATimeline
DV Trading LLC300$17.9K<0.01%13F-HRTimeline
WOLFF WIESE MAGANA LLC300$17.9K0.01%013F-HRTimeline
Greenline Wealth Management LLC299$17.8K0.02%13F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC224$17.3K<0.01%new13F-HRTimeline
Quattro Advisors LLC272$16.2K0.01%13F-HRTimeline
Eurizon Capital SGR S.p.A.267$16.1K<0.01%13F-HRTimeline
Arax Advisory Partners255$15.2K<0.01%-11413F-HRTimeline
Financial Freedom, LLC254$15.1K0.01%013F-HRTimeline
ADIRONDACK TRUST CO254$15.1K<0.01%+3713F-HRTimeline
ROTHSCHILD INVESTMENT LLC250$14.9K<0.01%+5013F-HRTimeline
FINANCIAL CONSULATE, INC250$14.9K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.239$14.2K0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…238$14K<0.01%new13F-HRTimelineGroup
Atlantic Edge Private Wealth Management…225$13.4K<0.01%+2513F-HRTimeline
Larson Financial Group LLC210$12.5K<0.01%-20013F-HRTimeline
Centerpoint Advisors, LLC200$12K<0.01%-1,20013F-HRTimeline
TRUST CO OF VERMONT200$11.9K<0.01%013F-HRTimeline
Front Row Advisors LLC200$11.9K<0.01%013F-HRTimeline
SHP Wealth Management200$11.9K<0.01%13F-HRTimeline
IFS Advisors, LLC182$10.8K0.01%013F-HRTimeline
Clearstead Trust, LLC173$10.3K<0.01%013F-HRTimeline
West Financial Advisors, LLC150$8.93K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/146$8.68K<0.01%-55,76013F-HRTimelineGroup
Gen-Wealth Partners Inc140$8.33K<0.01%+5813F-HRTimeline
Aventura Private Wealth, LLC136$8.09K<0.01%+2413F-HRTimeline
ORG Partners LLC135$8.03K<0.01%+3513F-HRTimeline
Geneos Wealth Management Inc.128$7.62K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC125$7.44K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC120$7.14K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC116$6.9K<0.01%13F-HRTimeline
2UniFi Bank112$6.66K<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners104$6.21K<0.01%-78513F-HRTimelineGroup
Fairscale Capital, LLC101$6.01K<0.01%013F-HRTimeline
EASTERN BANK100$5.95K<0.01%013F-HRTimeline
Hurley Capital, LLC100$5.95K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.100$5.95K<0.01%-3513F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.100$5.95K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department100$5.95K<0.01%013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp100$5.95K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc80$5K<0.01%+1013F-HRTimeline
First Command Advisory Services, Inc.82$4.88K<0.01%new13F-HRTimeline
Bogart Wealth, LLC76$4.52K<0.01%013F-HRTimeline
Essential Partners LLC68$4.05K<0.01%013F-HRTimeline
HighMark Wealth Management LLC56$3.32K<0.01%013F-HRTimeline
Fortitude Family Office, LLC55$3.27K<0.01%-813F-HRTimeline
GAMMA Investing LLC53$3.15K<0.01%+1913F-HRTimeline
BARRETT & COMPANY, INC.50$2.98K<0.01%013F-HRTimeline
Investors Portfolio Services LLC50$2.98K<0.01%13F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…800$2.62K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.41$2.44K<0.01%new13F-HRTimeline
Kilter Group LLC41$2.44K<0.01%013F-HRTimeline
Versant Capital Management, Inc40$2.38K<0.01%013F-HRTimeline
New England Capital Financial Advisors …40$2.38K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC40$2.33K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.33$1.96K<0.01%new13F-HRTimeline
Financial Perspectives, Inc33$1.96K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…32$1.9K<0.01%013F-HRTimelineGroup
Strive Financial Group ,LLC32$1.9K<0.01%13F-HR/ATimeline
Investors Research Corp30$1.78K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC26$1.55K<0.01%013F-HRTimelineGroup
Bear Mountain Capital, Inc.23$1.52K<0.01%+313F-HRTimeline
Stephens Consulting, LLC25$1.49K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT21$1.25K<0.01%-1,97913F-HRTimeline
Clean Yield Group20$1.19K<0.01%013F-HRTimeline
Stone House Investment Management, LLC20$1.19K<0.01%-8013F-HRTimeline
Blue Trust, Inc.17$1.01K<0.01%new13F-HRTimeline
Bullock Wealth Management Group17$1.01K<0.01%new13F-HRTimeline
CX Institutional25$1K<0.01%013F-HRTimeline
Avion Wealth23$1K<0.01%013F-HRTimeline
Manchester Capital Management LLC11$655<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC10$595<0.01%+313F-HRTimeline
DecisionPoint Financial, LLC10$595<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.8$476<0.01%new13F-HRTimeline
Root Financial Partners, LLC8$476<0.01%013F-HRTimeline
Addison Advisors LLC5$298<0.01%013F-HRTimeline
True Wealth Design, LLC5$298<0.01%-213F-HRTimeline
Key Capital Management, INC5$298<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3$179<0.01%013F-HRTimelineGroup
Bay Harbor Wealth Management, LLC3$178<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC2$119<0.01%-18313F-HRTimeline
SJS Investment Consulting Inc.2$119<0.01%new13F-HRTimeline
1015 Capital Partners, LLC2$119<0.01%13F-HRTimeline
Cornerstone Planning Group LLC2$110<0.01%new13F-HRTimeline
Dunhill Financial, LLC1$62<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.1$60<0.01%new13F-HRTimeline
Seneschal Advisors, LLC1$60<0.01%-113F-HRTimeline
Capital Advisors, Ltd. LLC3$00%013F-HRTimelineValue 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