How many institutional investors hold SYM?

6 tracked institutional investors disclosed a position in SYM (SYMBOTIC INC) in their most recent 13F filing.

Who is the largest institutional holder of SYM?

Ken Griffin, Citadel Advisors, holds the largest disclosed position in SYM, valued at $138M.

Where does this SYM ownership data come from?

SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.

SYM — SYMBOTIC INC

Name: SYMBOTIC INC (SYM) — Institutional Ownership
Creator: InvestorLens
License: https://www.sec.gov/about/website-policies

Public company

For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying SYM?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence

Institutional Conviction

Net accumulation · 2 buying vs 0 selling last quarter

Macro Tailwind

Macro conditions are mixed for this sector

Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their SYM position last quarter, 2 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime).

Supporting evidence

+2 tracked investors added or increased positions last quarter (Ray Dalio, Cathie Wood)
+6 tracked investors reported holding SYM at their latest filing

Contradicting evidence — always shown

−13F data is disclosed up to 45 days after quarter end — positions may have changed since

Know the limits

· 13F disclosure lag (up to 45 days)
· Tracked investors are a sample, not the whole market
· Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About SYMBOTIC INC (SYM)

SYMBOTIC INC (SYM) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $138M. Across recent filings, tracked investors recorded 2 new positions, 4 increased, 0 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in SYM

100

/100

Strong Institutional Accumulation

Added / Increased6

Reduced0

Exited0

BearishBullish

Crowded Trade Score™

How many top investors track SYM

/100

Moderate Interest

6investors

Several tracked investors have exposure.

UndiscoveredCrowded

151015+

SYM Ownership Composition

How SYMBOTIC INC is held across tracked investor types, based on reported 13F positions.

Dominant Type

Other

62% of tracked value

Institutions

tracked investors

Total Reported

$160.7M

combined 13F value

Other61.5%
Growth Funds25.9%
Hedge Funds12.6%

Other(4)

61.5%

Growth Funds(1)

25.9%

Hedge Funds(1)

12.6%

Tracked investors reporting SYM

Investor	Firm	Shares	Market value	% of portfolio	As of
Ken Griffin	Citadel Advisors	1.1M	$61.1M	0.01%	Mar 31, 2026
Cathie Wood	ARK Investment Management	782.2K	$41.6M	0.32%	Mar 31, 2026
Steve Cohen	Point72 Asset Management	379.6K	$20.2M	0.03%	Mar 31, 2026
Izzy Englander	Millennium Management	376.9K	$20.1M	0.01%	Mar 31, 2026
Ray Dalio	Bridgewater Associates	177K	$9.4M	0.04%	Mar 31, 2026
Paul Tudor Jones	Tudor Investment Corp	155.4K	$8.3M	0.02%	Mar 31, 2026

Ken GriffinMar 31, 2026
Citadel Advisors
Shares
1.1M
Value
$61.1M
% Portfolio
0.01%
Cathie WoodMar 31, 2026
ARK Investment Management
Shares
782.2K
Value
$41.6M
% Portfolio
0.32%
Steve CohenMar 31, 2026
Point72 Asset Management
Shares
379.6K
Value
$20.2M
% Portfolio
0.03%
Izzy EnglanderMar 31, 2026
Millennium Management
Shares
376.9K
Value
$20.1M
% Portfolio
0.01%
Ray DalioMar 31, 2026
Bridgewater Associates
Shares
177K
Value
$9.4M
% Portfolio
0.04%
Paul Tudor JonesMar 31, 2026
Tudor Investment Corp
Shares
155.4K
Value
$8.3M
% Portfolio
0.02%

Recent activity

Investor	Action	Δ %	Current value	Filing date
Ray Dalio	Increased	114.39%	$9.4M	May 15, 2026
Cathie Wood	Increased	21.67%	$41.6M	May 12, 2026
Ray Dalio	Increased	6.36%	$4.9M	Feb 13, 2026
Cathie Wood	Increased	8.99%	$38.3M	Feb 11, 2026
Ray Dalio	New	—	$4.2M	Nov 13, 2025
Cathie Wood	New	—	$31.8M	Nov 12, 2025

Ray Dalio
Increased
$9.4M(114.39%)May 15, 2026
Cathie Wood
Increased
$41.6M(21.67%)May 12, 2026
Ray Dalio
Increased
$4.9M(6.36%)Feb 13, 2026
Cathie Wood
Increased
$38.3M(8.99%)Feb 11, 2026
Ray Dalio
New
$4.2MNov 13, 2025
Cathie Wood
New
$31.8MNov 12, 2025

Frequently asked questions

How many institutional investors hold SYM?: 6 tracked institutional investors disclosed a position in SYM (SYMBOTIC INC) in their most recent 13F filing.
Who is the largest institutional holder of SYM?: Ken Griffin, Citadel Advisors, holds the largest disclosed position in SYM, valued at $138M.
Did institutional ownership of SYM increase or decrease?: Across recent 13F filings, tracked investors recorded 2 new positions, 4 increased, 0 reduced, and 0 fully exited SYM.
Where does this SYM ownership data come from?: SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.