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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
   VANGUARD GROUP INC 1816 - 2024-03-31 2,426,420 $109,189,000 345,386
   INVESCO LTD 1050 - 2024-03-31 1,047,973 $47,159,000 719,877
   FMR LLC 1401 - 2024-03-31 853,598 $38,412,000 242,948
   BLACKROCK INC. 2647 - 2024-03-31 713,518 $32,108,000 304,518
   RAYMOND JAMES & ASSOCIATES 629 - 2024-03-31 616,391 $27,738,000 36,515
   FIRST TRUST ADVISORS LP 706 - 2024-03-31 560,037 $25,202,000 49,800
   GEODE CAPITAL MANAGEMENT LLC 1965 - 2024-03-31 411,261 $18,512,000 184,810
   EXCHANGE TRADED CONCEPTS LLC 73 - 2024-03-31 386,727 $17,403,000 130,488
   TCW GROUP INC 105 - 2024-03-31 383,683 $17,266,000 70,024
   PRICE T ROWE ASSOCIATES INC /MD/ 1015 - 2024-03-31 369,646 $16,635,000 620
   ZEVENBERGEN CAPITAL INVESTMENTS LLC 49 - 2024-03-31 361,167 $16,253,000 342,417
   FRONTIER CAPITAL MANAGEMENT CO LLC 192 - 2024-03-31 330,917 $14,891,000 179,731
   S SQUARED TECHNOLOGY LLC 3 - 2024-03-31 310,000 $13,950,000 40,000
   LEGAL & GENERAL GROUP PLC 1002 - 2024-03-31 286,460 $12,891,000 80,964
   CITADEL ADVISORS LLC 1132 - 2024-03-31 266,379 $11,987,000 125,772
   WELLS FARGO & CO/MN 1442 - 2024-03-31 259,314 $11,669,000 87,729
   STATE STREET CORP 2415 - 2024-03-31 240,114 $10,805,000 67,250
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 2056 - 2024-03-31 193,056 $8,688,000 103,259
   AMERIPRISE FINANCIAL INC 2074 - 2024-03-31 147,843 $6,649,000 102,897
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 947 - 2024-03-31 118,175 $5,318,000 103,746
   BARCLAYS PLC 1348 - 2024-03-31 113,067 $5,088,000 109,551
   UBS Group AG 2200 - 2024-03-31 108,656 $4,890,000 14,431
   SCOPUS ASSET MANAGEMENT LP 111 - 2024-03-31 107,534 $4,839,000 15,000
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1197 - 2024-03-31 97,509 $4,388,000 63,845
   HUSSMAN ECONOMETRICS ADVISORS INC 16 - 2024-03-31 94,500 $4,253,000 31,500
   Baird Financial Group Inc. 723 - 2024-03-31 91,696 $4,126,000 28,659
   ROYAL BANK OF CANADA 2082 - 2024-03-31 85,836 $3,864,000 17,012
   Washington Harbour Partners LP 6 - 2024-03-31 85,300 $3,839,000 26,700
   BANK OF NEW YORK MELLON CORP 2509 - 2024-03-31 73,649 $3,314,000 5,721
   NEXT CENTURY GROWTH INVESTORS LLC 93 - 2024-03-31 71,812 $3,232,000 66,545
   NORTHERN TRUST CORP 2737 - 2024-03-31 70,053 $3,152,000 31,719
   ADAGE CAPITAL PARTNERS GP LLC 740 - 2024-03-31 69,408 $3,123,000 29,408
   Taylor Frigon Capital Management LLC 29 - 2024-03-31 66,962 $3,013,000 4,400
   SIMPLEX TRADING LLC 225 - 2024-03-31 62,960 $2,833,000 62,960
   BOURNE STENSTROM CAPITAL MANAGEMENT INC 17 - 2024-03-31 61,560 $2,770,000 3,300
   CAPTRUST FINANCIAL ADVISORS 764 - 2024-03-31 48,967 $2,204,000 14,286
   GRANAHAN INVESTMENT MANAGEMENT INC/MA 158 - 2024-03-31 45,659 $2,055,000 35,288
   LPL FINANCIAL CORP 2566 - 2024-03-31 40,817 $1,837,000 8,214
   HUNTER ASSOCIATES INC. 87 - 2024-03-31 39,474 $1,769,000 16,300
   DIMENSIONAL FUND ADVISORS INC 2838 - 2024-03-31 34,952 $1,573,000 9,263
   RAYMOND JAMES TRUST CO 363 - 2024-03-31 34,222 $1,540,000 1,022
   BLAIR WILLIAM & CO/IL 754 - 2024-03-31 33,365 $1,501,000 26,925
   Swiss National Bank 1999 - 2024-03-31 33,000 $1,485,000 1,100
   CREDIT SUISSE/ 2029 - 2024-03-31 31,394 $1,413,000 9,400
   GROUP ONE TRADING, L.P. 289 - 2024-03-31 26,358 $1,186,000 26,358
   ESSEX INVESTMENT MANAGEMENT CO LLC 139 - 2024-03-31 24,516 $1,103,000 2,490
   Steward Partners Investment Advisory LLC 751 - 2024-03-31 24,385 $1,097,000 7,111
   VISTA INVESTMENT PARTNERS LLC 80 - 2024-03-31 20,496 $922,000 2,046
   FIRST DALLAS SECURITIES INC. 55 - 2024-03-31 19,300 $869,000 7,300
   COMERICA BANK 1687 - 2024-03-31 16,641 $749,000 15,491
   PINNACLE ASSOCIATES LTD 534 - 2024-03-31 16,115 $725,000 5,890
   ENVESTNET ASSET MANAGEMENT INC 3219 - 2024-03-31 15,568 $701,000 7,303
   HIGHTOWER ADVISORS, LLC 2015 - 2024-03-31 15,200 $690,000 4,460
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2005 - 2024-03-31 15,057 $678,000 654
   Advisor Group Holdings Inc. 2685 - 2024-03-31 14,823 $667,000 1,734
   WOLVERINE TRADING LLC 544 - 2024-03-31 14,606 $657,000 14,606
   US BANCORP 1369 - 2024-03-31 13,495 $607,000 151
   Scientech Research LLC 95 - 2024-03-31 12,973 $584,000 8,368
   Handelsbanken Fonder AB 1147 - 2024-03-31 11,600 $522,000 6,700
   VERITION FUND MANAGEGMENT LLC 1324 - 2024-03-31 11,364 $511,000 5,263
   Register Financial Advisors LLC 94 - 2024-03-31 11,200 $504,000 6,200
   AMUNDI 1348 - 2024-03-31 11,809 $473,000 22
   H D Vest Advisory Services 1104 - 2024-03-31 9,737 $438,000 3,160
   CITIGROUP INC 2829 - 2024-03-31 9,437 $425,000 1,508
   MML INVESTORS SERVICES LLC 1885 - 2024-03-31 9,388 $422,000 2,517
   Williamson Legacy Group LLC 73 - 2024-03-31 9,194 $414,000 3,179
   MULTIFINANCIAL SECURITIES CORP 1780 - 2024-03-31 8,372 $377,000 841
   JANUS HENDERSON GROUP PLC 2133 - 2024-03-31 8,249 $371,000 18
   Integrated Wealth Concepts LLC 1184 - 2024-03-31 8,220 $370,000 1,785
   CALAMOS ADVISORS LLC 495 - 2024-03-31 8,104 $365,000 8,104
   Belvedere Trading LLC 57 - 2024-03-31 6,274 $282,000 6,274
   Pathstone Holdings LLC 1990 - 2024-03-31 6,021 $271,000 13
   DARK FOREST CAPITAL MANAGEMENT LP 519 - 2024-03-31 5,782 $260,000 5,782
   Vontobel Holding Ltd. 953 - 2024-03-31 5,500 $248,000 1,290
   CI Private Wealth LLC 2000 - 2024-03-31 5,350 $241,000 305
   Cresset Asset Management LLC 1670 - 2024-03-31 5,302 $239,000 92
   Willis Johnson & Associates Inc. 133 - 2024-03-31 5,200 $234,000 200
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 1928 - 2024-03-31 5,179 $233,000 304
   FINANCIAL NETWORK 2488 - 2024-03-31 5,096 $229,000 471
   1492 Capital Management LLC 86 - 2024-03-31 4,758 $214,000 3
   ARIZONA STATE RETIREMENT SYSTEM 1907 - 2024-03-31 4,602 $207,000 80
   Crewe Advisors LLC 175 - 2024-03-31 4,200 $189,000 4,050
   FIXED INCOME SECURITIES INC 1192 - 2024-03-31 2,740 $123,000 284
   NATIONAL BANK OF CANADA /FI/ 1349 - 2024-03-31 2,650 $111,000 1,450
   Farther Finance Advisors LLC 995 - 2024-03-31 1,848 $84,000 444
   DEUTSCHE BANK AG 3238 - 2024-03-31 1,430 $64,000 111
   RFP Financial Group LLC 169 - 2024-03-31 1,382 $62,000 242
   VAN ECK ASSOCIATES CORP 1265 - 2024-03-31 1,300 $59,000 797
   Global Retirement Partners LLC 1419 - 2024-03-31 1,056 $48,000 660
   Castleview Partners LLC 363 - 2024-03-31 1,000 $45,000 850
   Goss Wealth Management LLC 2517 - 2024-03-31 586 $26,000 536
   FIFTH THIRD BANCORP 1716 - 2024-03-31 350 $16,000 287
   FIRST MANHATTAN CO 1171 - 2024-03-31 125 $6,000 50
   Pacer Advisors Inc. 1432 - 2024-03-31 68 $3,000 4
  94 Records found
  1    
  Page 1 of 1
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