SYM — SYMBOTIC INC

Public company

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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
95
Institutional Conviction
Net accumulation · 2 buying vs 0 selling last quarter
67
Macro Tailwind
Macro conditions are mixed for this sector
56
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 56/100 in a Overheat regime).

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Cathie Wood, Ray Dalio)
  • +6 tracked investors reported holding SYM at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
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 9/18/2026.

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 3 new positions, 8 increased, 0 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in SYM

92
/100
Strong Institutional Accumulation
Added / Increased11
Reduced0
Exited1
BearishBullish
Crowded Trade Score™

How many top investors track SYM

40
/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
Multi-Strategy / Quant
67% of tracked value
Institutions
6
tracked investors
Total Reported
$152.8M
combined 13F value
Types3
  • Multi-Strategy / Quant66.7%
  • Growth & Innovation23.4%
  • Macro9.8%
Multi-Strategy / Quant(3)
66.7%
Growth & Innovation(1)
23.4%
Macro(2)
9.8%

Tracked investors currently reporting SYM

1 tracked investor has since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    958.5K
    Value
    $43.1M
    % Portfolio
    0.00%
  • Cathie WoodJun 30, 2026
    ARK Investment Management
    Shares
    796.7K
    Value
    $35.8M
    % Portfolio
    0.23%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    790.5K
    Value
    $35.5M
    % Portfolio
    0.01%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    519.6K
    Value
    $23.4M
    % Portfolio
    0.03%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    149.7K
    Value
    $6.7M
    % Portfolio
    0.01%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    184K
    Value
    $8.3M
    % Portfolio
    0.03%

Previously held SYM

These investors reported SYM in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Philippe LaffontCoatue Management216K$11.1MDec 31, 2023

Recent activity

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 3 new positions, 8 increased, 0 reduced, and 1 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.