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Get Institutions for : 
Symbotic Inc (SYM)  
$43.55 0.43 (1%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 193    27
Total shares held : 
 65,164,059  
% of shares held : 
 73.17%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   45  
Amount of shares held : 
 21,467,885  
% of shares held change : 
   24.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $34.52  
Last Quarter's Ending Price : 
 $51.33  
Last Quarter's Average Price : 
 $43.84  
Change from last quarter's     
avg. price to the last closing  : 
0.29 (0.66%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
46
 1,124,394
 1.73%
 
Increased Positions :
66
 21,750,673
 33.38%
 
Unchanged Positions :
33
 9,334,240
 14.32%
 
Decreased Positions :
48
-1,021,164
-1.57%
 
Closed Positions :
19
-386,018
-0.59%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BAILLIE GIFFORD & CO 60 *New 2024-03-31 9,483,371 $426,752,000 9,483,371
   J. GOLDMAN & CO LP 30 *New 2024-03-31 469,440 $21,125,000 469,440
   AXA 310 *New 2024-03-31 387,490 $17,437,000 387,490
   Thematics Asset Management 50 *New 2024-03-31 383,038 $17,237,000 383,038
   MITSUBISHI UFJ TRUST & BANKING CORP 517 *New 2024-03-31 271,529 $12,219,000 271,529
   CANADA PENSION PLAN INVESTMENT BOARD 566 *New 2024-03-31 266,200 $11,979,000 266,200
   Anomaly Capital Management LP 31 *New 2024-03-31 126,134 $5,676,000 126,134
   Man Group plc 854 *New 2024-03-31 121,856 $5,484,000 121,856
   ING INVESTMENT MANAGEMENT LLC 865 *New 2024-03-31 111,570 $5,021,000 111,570
   Monashee Investment Management LLC 33 *New 2024-03-31 105,161 $4,732,000 105,161
   ALYESKA INVESTMENT GROUP, L.P. 324 *New 2024-03-31 103,217 $4,645,000 103,217
   Ghisallo Capital Management LLC 55 *New 2024-03-31 100,000 $4,500,000 100,000
   SANDLER CAPITAL MANAGEMENT 77 *New 2024-03-31 76,449 $3,440,000 76,449
   CAPSTONE INVESTMENT ADVISORS LLC 119 *New 2024-03-31 73,658 $3,315,000 73,658
   TWINBEECH CAPITAL LP 297 *New 2024-03-31 62,482 $2,812,000 62,482
   Penserra Capital Management LLC 365 *New 2024-03-31 40,524 $1,823,000 40,524
   OZ MANAGEMENT LP 70 *New 2024-03-31 39,700 $1,787,000 39,700
   MARATHON CAPITAL MANAGEMENT 53 *New 2024-03-31 38,940 $1,752,000 38,940
   L & S ADVISORS INC 128 *New 2024-03-31 37,766 $1,699,000 37,766
   OPTIONS SOLUTIONS LLC 29 *New 2024-03-31 30,815 $1,387,000 30,815
   DAVIDSON D A & CO 659 *New 2024-03-31 27,825 $1,252,000 27,825
   Western Wealth Management LLC 269 *New 2024-03-31 17,150 $772,000 17,150
   Retirement Planning Co of New England Inc. 75 *New 2024-03-31 16,765 $754,000 16,765
   XTX Topco Ltd 497 *New 2024-03-31 10,885 $490,000 10,885
   Concentric Capital Strategies LP 249 *New 2024-03-31 10,554 $475,000 10,554
   APG ALL PENSIONS GROUP 663 *New 2024-03-31 10,239 $427,000 10,239
   Atria Wealth Solutions Inc. 1335 *New 2024-03-31 9,406 $423,000 9,406
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 650 *New 2024-03-31 9,063 $408,000 9,063
   OPPENHEIMER & CO INC 1104 *New 2024-03-31 8,144 $366,000 8,144
   Cetera Investment Advisers 1354 *New 2024-03-31 8,098 $364,000 8,098
   MANUFACTURERES LIFE INSURANCE CO 2312 *New 2024-03-31 7,976 $359,000 7,976
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 688 *New 2024-03-31 7,829 $352,000 7,829
   MAVERICK CAPITAL LTD 307 *New 2024-03-31 7,781 $350,000 7,781
   STEPHENS INC /AR/ 982 *New 2024-03-31 7,300 $329,000 7,300
   TOTH FINANCIAL ADVISORY CORP 186 *New 2024-03-31 6,700 $302,000 6,700
   Vident Advisory LLC 1023 *New 2024-03-31 6,695 $301,000 6,695
   Moors & Cabot Inc. 679 *New 2024-03-31 6,500 $293,000 6,500
   Kestra Advisory Services LLC 2040 *New 2024-03-31 6,119 $275,000 6,119
   PUPLAVA FINANCIAL SERVICES INC 93 *New 2024-03-31 5,490 $247,000 5,490
   Ensign Peak Advisors Inc 1700 *New 2024-03-31 5,203 $234,000 5,203
   M&T BANK CORP 1437 *New 2024-03-31 5,127 $231,000 5,127
   GREENWOOD CAPITAL ASSOCIATES LLC 239 *New 2024-03-31 5,066 $228,000 5,066
   Sigma Planning Corp 1074 *New 2024-03-31 5,015 $226,000 5,015
   K2 PRINCIPAL FUND L.P. 111 *New 2024-03-31 5,000 $225,000 5,000
   Prestige Wealth Management Group LLC 153 *New 2024-03-31 4,425 $199,000 4,425
   Sandia Investment Management LP 73 *New 2024-03-31 2,500 $113,000 2,500
   Avestar Capital LLC 405 *New 2024-03-31 2,400 $108,000 2,400
   NATIXIS ASSET MANAGEMENT 193 *New 2024-03-31 2,001 $90,000 2,001
   Annis Gardner Whiting Capital Advisors LLC 296 *New 2024-03-31 1,979 $89,000 1,979
   OSTRUM ASSET MANAGEMENT 629 *New 2024-03-31 1,618 $73,000 1,618
   Qube Research & Technologies Ltd 2991 *New 2024-03-31 1,204 $54,000 1,204
   Ramirez Asset Management Inc. 303 *New 2024-03-31 1,100 $50,000 1,100
   Hartland & Co. LLC 769 *New 2024-03-31 1,100 $47,000 1,100
   RiverPark Advisors LLC 119 *New 2024-03-31 823 $37,000 823
   PEAK6 Investments LLC 827 *New 2024-03-31 830 $37,000 830
   Bogart Wealth LLC 484 *New 2024-03-31 500 $23,000 500
   HANSON INVESTMENT MANAGEMENT 359 *New 2024-03-31 500 $23,000 500
   CWM LLC 3060 *New 2024-03-31 342 $15,000 342
   Atlantic Trust Group LLC 2152 *New 2024-03-31 304 $14,000 304
   Parallel Advisors LLC 2143 *New 2024-03-31 300 $14,000 300
   Sunbelt Securities Inc. 1221 *New 2024-03-31 220 $10,000 220
   SALEM INVESTMENT COUNSELORS INC 843 *New 2024-03-31 200 $9,000 200
   OPTIMUM INVESTMENT ADVISORS 543 *New 2024-03-31 150 $7,000 150
   CAMBRIDGE TRUST CO 622 *New 2023-12-31 100 $5,000 100
   FSC Wealth Advisors LLC 226 *New 2024-03-31 100 $5,000 100
   CI INVESTMENTS INC 1258 *New 2024-03-31 91 $4,000 91
   Larson Financial Group LLC 1346 *New 2024-03-31 40 $2,000 40
   Nelson Van Denburg & Campbell Wealth Management Gr 2283 *New 2024-03-31 38 $2,000 38
   Cape Investment Advisory Inc. 957 *New 2023-12-31 35 $2,000 35
   ANTONETTI CAPITAL MANAGEMENT LLC 282 *New 2023-09-30 15 $1,000 15
   Quest Partners LLC 1205 *New 2024-03-31 27 $1,000 27
   HARBOUR INVESTMENTS INC. 2793 *New 2023-12-31 25 $1,000 25
   FTB Advisors Inc. 2186 *New 2024-03-31 12 $1,000 12
   Colonial Trust Co / SC 973 *New 2024-03-31 27 $1,000 27
   MACQUARIE GROUP LTD 1740 *New 2024-03-31 521 $0 521
   SANDY SPRING BANK 1257 *New 2024-03-31 5 $0 5
   PRINCIPAL SECURITIES INC. 3308 *New 2024-03-31 8 $0 8
   ICA Group Wealth Management LLC 1425 *New 2024-03-31 5 $0 5
  78 Records found
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