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Disclosery

SYM SYMBOTIC INC

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CLASS A COM (common), issuer CIK 1837240

399 managers (412 13F filers) reported a position in SYM shares at 2026-03-31, 113,202,346 shares in all. 70 filers opened a position and 63 filers sold out during the quarter.

Managers
399
13F filers
412
New
70
Added
145
Reduced
98
Sold out
63
Shares held by filers
113,202,346

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Addison Capital Co7,375$392K0.07%013F-HRTimeline
D.A. DAVIDSON & CO.7,322$390K<0.01%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise7,044$375K0.01%new13F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC7,027$374K0.02%new13F-HRTimeline
Willis Johnson & Associates, Inc.7,015$373K0.02%013F-HRTimeline
Arista Wealth Management, LLC7,000$372K0.05%new13F-HRTimeline
West Tower Group, LLC7,000$372K1.16%new13F-HRTimeline
Vestcor Inc6,926$368K0.01%+5,50713F-HRTimeline
Palumbo Wealth Management LLC6,846$364K0.09%+1,17013F-HRTimeline
Alchemi Wealth, LLC6,600$351K0.19%-50013F-HRTimeline
Onyx Bridge Wealth Group LLC6,479$345K0.04%-7813F-HRTimeline
Intrepid Financial Planning Group LLC6,470$344K0.14%+88013F-HRTimeline
Brooklyn Investment Group6,334$337K0.01%new13F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.6,200$330K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,159$328K<0.01%-19313F-HRTimelineGroup
TD Asset Management Inc6,126$326K<0.01%+2,37313F-HRTimeline
IFP Advisors, Inc6,111$325K0.01%+4,18913F-HRTimeline
Qsemble Capital Management, LP6,078$323K0.02%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,844$320K0.02%+30013F-HRTimeline
SBI Securities Co., Ltd.5,995$319K0.01%-3,46713F-HRTimeline
Creative Planningin group Creative Planning5,927$315K<0.01%+1,35113F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,746$306K<0.01%+1,45613F-HRTimelineGroup
Osbon Capital Management LLC5,616$299K0.24%013F-HRTimeline
Sigma Planning Corp5,553$295K0.01%-15013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,524$294K<0.01%-1013F-HRTimelineGroup
Leonteq Securities AG5,507$293K0.02%+77213F-HRTimeline
Gotham Asset Management, LLC5,407$288K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,381$286K<0.01%+4,37613F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…5,356$285K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC5,195$285K<0.01%-10213F-HRTimeline
PRIVATE TRUST CO NA5,250$279K0.02%013F-HRTimeline
GSA CAPITAL PARTNERS LLP5,221$278K0.02%+1,21913F-HRTimeline
Chung Wu Investment Group, LLC5,200$277K0.24%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…5,224$276K<0.01%+4,98613F-HRTimelineGroup
Moors & Cabot, Inc.5,125$273K0.01%-7513F-HRTimeline
FORA Capital, LLC5,030$268K0.02%new13F-HRTimeline
Northwest & Ethical Investments L.P.5,000$266K0.01%+50013F-HRTimeline
Defiance ETFs, LLC4,980$265K<0.01%new13F-HRTimeline
Tannin Capital LLC4,964$264K0.19%+72913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,910$262K<0.01%-1,73113F-HRTimeline
MACKENZIE FINANCIAL CORP4,917$262K<0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC4,889$260K0.03%new13F-HRTimeline
Midwest Professional Planners, LTD.4,885$260K0.06%+15613F-HRTimeline
CoreCap Advisors, LLC4,856$258K0.01%-89013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,787$255K<0.01%+19213F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.4,756$253K<0.01%new13F-HRTimeline
Waverly Advisors, LLC4,754$253K<0.01%-25113F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.4,661$248K<0.01%13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…4,611$245K<0.01%+11813F-HRTimeline
Catalyst Funds Management Pty Ltd4,600$245K0.04%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…4,532$241K<0.01%-49513F-HRTimelineGroup
GRIFFIN ASSET MANAGEMENT, INC.4,520$240K0.03%new13F-HRTimeline
SlateStone Wealth, LLC4,504$240K0.02%-1,80113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP4,489$239K0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC4,430$236K<0.01%+82113F-HRTimeline
Cresset Asset Management, LLC4,385$233K<0.01%-2813F-HRTimeline
CIBC Asset Management Inc4,375$233K<0.01%013F-HRTimeline
Janney Montgomery Scott LLC4,339$231K<0.01%new13F-HRTimeline
SIG BROKERAGE, LP4,324$230K0.07%new13F-HRTimeline
Malaga Cove Capital, LLC4,271$227K0.08%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,237$225K<0.01%-1,51613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,150$221K0.01%+2513F-HRTimeline
Aldebaran Financial Inc.4,100$218K0.21%+67013F-HRTimeline
Regal Partners Ltdin group Regal Partners Ltd4,000$213K0.01%013F-HRTimelineGroup
Intergy Private Wealth, LLC4,000$213K0.06%013F-HRTimeline
Ascent Wealth Partners, LLC3,942$210K0.02%new13F-HRTimeline
Bridgefront Capital, LLC3,925$209K0.05%new13F-HRTimeline
LBP AM SA3,899$207K<0.01%new13F-HRTimeline
Perennial Investment Advisors, LLC3,895$207K0.02%+5013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,837$204K<0.01%new13F-HRTimelineGroup
OAK ASSOCIATES LTD /OH/3,808$203K0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth3,786$201K<0.01%-5,90513F-HRTimelineGroup
Hunting Hill Global Capital, LLC3,761$200K0.24%-4,11513F-HRTimeline
MCF Advisors LLC3,564$190K0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.3,219$171K0.07%-7,41113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,088$164K<0.01%-72313F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.2,814$150K0.01%+1,07813F-HRTimeline
Allworth Financial LP2,786$148K<0.01%-28413F-HRTimeline
JTC Employer Solutions Trustee Ltd2,694$143K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,633$140K<0.01%+2513F-HRTimelineGroup
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…100$107K0.18%-70013F-HRTimeline
AdvisorNet Financial, Inc2,000$106K0.01%-4113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,000$106K0.05%013F-HRTimeline
FIDEURAM - INTESA SANPAOLO PRIVATE BANK…1,996$106K<0.01%+1,06913F-HRTimeline
Crewe Advisors LLC1,900$101K0.01%013F-HRTimeline
Caitong International Asset Management …1,786$95K0.02%new13F-HRTimeline
RHUMBLINE ADVISERS1,769$94.1K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC1,752$93.2K0.01%+39813F-HRTimeline
KBC Group NVin group KBC Group NV1,699$90K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC1,636$87K0.01%+1,63413F-HRTimeline
Eurizon Capital SGR S.p.A.1,820$86.4K<0.01%+1,55313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,546$82.2K<0.01%-48413F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC1,515$80.6K0.05%+1,39913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,500$80K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ARMSTRONG ADVISORY GROUP, INC1,290$68.6K<0.01%013F-HRTimeline
VEGA INVESTMENT SOLUTIONS1,101$58.6K0.01%013F-HRTimeline
Clearstead Advisors, LLC1,000$53.2K<0.01%013F-HRTimeline
Pingora Partners LLC1,000$53.2K0.03%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC800$42.6K<0.01%new13F-HR/ATimeline
Parallel Advisors, LLC762$40.6K<0.01%+14313F-HR/ATimeline
Intentional Wealth Strategies, LLC749$39.8K0.04%13F-HRTimeline
Strategic Advocates LLC700$37.2K0.16%-7013F-HRTimeline
SRH ADVISORS, LLC650$34.6K0.01%-1813F-HRTimeline
Hanson & Doremus Investment Management576$31K<0.01%013F-HRTimeline
MAI Capital Management569$30.3K<0.01%+913F-HRTimeline
SHP Wealth Management563$30K<0.01%+36313F-HRTimeline
Parkside Financial Bank & Trust536$28.5K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL500$26.6K0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK453$24.1K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/427$22.7K<0.01%+28113F-HRTimelineGroup
Nemes Rush Group LLC396$21.1K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.377$20.1K<0.01%-3313F-HRTimeline
Sound Income Strategies, LLC360$19.7K<0.01%013F-HRTimeline
SIGNATUREFD, LLC368$19.6K<0.01%+2813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP335$17.8K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp300$17K0.01%new13F-HR/ATimeline
AMERIFLEX GROUP, INC.308$16.4K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC300$16K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding265$14.1K+233Timeline
ROTHSCHILD INVESTMENT LLC258$13.7K<0.01%+813F-HRTimeline
Financial Freedom, LLC254$13.5K0.01%013F-HRTimeline
ADIRONDACK TRUST CO254$13.5K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC250$13.3K<0.01%013F-HRTimeline
Pacer Advisors, Inc.243$13K<0.01%-5813F-HR/ATimeline
IMG Wealth Management, Inc.239$12.7K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…225$12K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC200$11K<0.01%013F-HRTimeline
Front Row Advisors LLC200$10.6K<0.01%013F-HRTimeline
Arax Advisory Partners189$10.1K<0.01%-6613F-HRTimeline
IFS Advisors, LLC182$9.68K<0.01%013F-HRTimeline
Clearstead Trust, LLC173$9.2K<0.01%013F-HRTimeline
Covestor Ltd159$8K0.01%new13F-HRTimeline
West Financial Advisors, LLC150$7.98K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc140$7.45K<0.01%013F-HRTimeline
City State Bank135$7.18K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.128$6.81K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC120$6.38K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.100$5.47K<0.01%013F-HRTimeline
Fairscale Capital, LLC101$5.37K<0.01%013F-HRTimeline
EASTERN BANK100$5.32K<0.01%013F-HRTimeline
Hurley Capital, LLC100$5.32K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.100$5.32K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department100$5.32K<0.01%013F-HRTimelineGroup
Murphy & Mullick Capital Management Corp100$5.32K<0.01%013F-HRTimeline
STANCE CAPITAL LLC88$4.68K<0.01%new13F-HRTimeline
Kilter Group LLC83$4.42K<0.01%+4213F-HRTimeline
Fortitude Family Office, LLC82$4.36K<0.01%+2713F-HRTimeline
Essential Partners LLC68$3.62K<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC67$3.56K<0.01%new13F-HRTimeline
Meramec Financial Planners, LLC50$3.26K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC56$2.96K<0.01%013F-HRTimeline
Bogart Wealth, LLC54$2.87K<0.01%-2213F-HRTimeline
GAMMA Investing LLC54$2.87K<0.01%+113F-HRTimeline
Aventura Private Wealth, LLC54$2.87K<0.01%-8213F-HRTimeline
Investors Portfolio Services LLC51$2.68K<0.01%+113F-HRTimeline
BARRETT & COMPANY, INC.50$2.66K<0.01%013F-HRTimeline
Legacy Bridge, LLC50$2.66K<0.01%new13F-HRTimeline
2UniFi Bank50$2.66K<0.01%-6213F-HRTimeline
LANARK FINANCIAL, INC.40$2.13K<0.01%new13F-HRTimeline
Versant Capital Management, Inc40$2.13K<0.01%013F-HRTimeline
Financial Perspectives, Inc40$2.13K<0.01%+713F-HRTimeline
CURIO WEALTH, LLC40$2.13K<0.01%013F-HRTimeline
Forum Finance Group S.A.50$2K<0.01%13F-HRTimeline
Strive Financial Group ,LLC32$2K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.33$1.76K<0.01%013F-HRTimeline
Bullock Wealth Management Group32$1.75K<0.01%+1513F-HRTimeline
Bear Mountain Capital, Inc.25$1.65K<0.01%+213F-HRTimeline
Investors Research Corp30$1.6K<0.01%013F-HRTimeline
Larson Financial Group LLC29$1.54K<0.01%-18113F-HRTimeline
Stone House Investment Management, LLC27$1.45K<0.01%+713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC26$1.38K<0.01%013F-HRTimelineGroup
Sunrise Financial Services, LLC24$1.28K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc23$1.22K<0.01%new13F-HRTimeline
Root Financial Partners, LLC22$1.17K<0.01%+1413F-HRTimeline
Clean Yield Group20$1.06K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT19$1.01K<0.01%-213F-HRTimeline
CX Institutional25$1K<0.01%013F-HRTimeline
Avion Wealth23$1K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC14$1K<0.01%new13F-HRTimelineGroup
SWAN Capital LLC15$798<0.01%new13F-HRTimeline
CVA Family Office, LLC13$692<0.01%new13F-HRTimeline
Manchester Capital Management LLC10$532<0.01%-113F-HRTimeline
JFS WEALTH ADVISORS, LLC10$532<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC9$479<0.01%new13F-HRTimeline
Addison Advisors LLC5$266<0.01%013F-HRTimeline
True Wealth Design, LLC5$266<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…5$266<0.01%-60813F-HRTimeline
Key Capital Management, INC5$266<0.01%013F-HRTimeline
Smartleaf Asset Management LLC5$237<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.4$213<0.01%+213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3$160<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC2$117<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.2$106<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC2$106<0.01%-113F-HRTimeline
1015 Capital Partners, LLC2$106<0.01%013F-HRTimeline
Dunhill Financial, LLC1$55<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.1$54<0.01%013F-HRTimeline
Seneschal Advisors, LLC1$54<0.01%013F-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