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Get Institutions for : 
Symbotic Inc (SYM)  
$44.75 3.61 (7.46%) as of 4:30 Thu 5/9


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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  : 
0.91 (2.08%)  




 
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
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 517 *New 2023-12-31 236,035 $12,116,000 236,035
   COATUE MANAGEMENT LLC 79 *New 2023-12-31 216,010 $11,088,000 216,010
   SCOPUS ASSET MANAGEMENT LP 93 *New 2023-12-31 92,534 $4,750,000 92,534
   LORD ABBETT & CO LLC 401 *New 2023-12-31 87,068 $4,469,000 87,068
   CAPSTONE INVESTMENT ADVISORS LLC 119 *New 2024-03-31 73,658 $3,315,000 73,658
   Washington Harbour Partners LP 7 *New 2023-12-31 58,600 $3,008,000 58,600
   SEVEN EIGHT CAPITAL LLC 83 *New 2023-12-31 50,025 $2,568,000 50,025
   AMERIPRISE FINANCIAL INC 2728 *New 2023-12-31 44,946 $2,307,000 44,946
   Dynamic Technology Lab Private Ltd 87 *New 2023-12-31 44,851 $2,302,000 44,851
   Engineers Gate Manager LP 472 *New 2023-12-31 39,108 $2,007,000 39,108
   Alden Global Capital LLC 13 *New 2023-12-31 37,623 $1,931,000 37,623
   Quadrature Capital LTD 286 *New 2023-12-31 32,523 $1,669,000 32,523
   Centiva Capital LP 191 *New 2023-12-31 27,566 $1,415,000 27,566
   STIFEL FINANCIAL CORP 1943 *New 2023-12-31 26,194 $1,345,000 26,194
   ZEVENBERGEN CAPITAL INVESTMENTS LLC 87 *New 2023-12-31 18,750 $962,000 18,750
   Western Wealth Management LLC 269 *New 2024-03-31 17,150 $772,000 17,150
   Schonfeld Strategic Advisors LLC 1257 *New 2023-12-31 8,300 $426,000 8,300
   ENVESTNET ASSET MANAGEMENT INC 3397 *New 2023-12-31 8,265 $424,000 8,265
   MULTIFINANCIAL SECURITIES CORP 1267 *New 2023-12-31 7,531 $387,000 7,531
   CIPHER CAPITAL LP 278 *New 2023-12-31 7,225 $371,000 7,225
   Integrated Wealth Concepts LLC 1201 *New 2023-12-31 6,435 $330,000 6,435
   GOTHAM ASSET MANAGEMENT, LLC 1129 *New 2023-12-31 6,016 $309,000 6,016
   BREVAN HOWARD CAPITAL MANAGEMENT LP 658 *New 2023-12-31 5,902 $303,000 5,902
   TOTH FINANCIAL ADVISORY CORP 186 *New 2024-03-31 6,700 $302,000 6,700
   ARP AMERICAS LLC 530 *New 2023-12-31 5,700 $293,000 5,700
   GTS SECURITIES LLC 1119 *New 2023-12-31 5,642 $290,000 5,642
   Cresset Asset Management LLC 1520 *New 2023-12-31 5,210 $267,000 5,210
   CI Private Wealth LLC 1930 *New 2023-12-31 5,045 $259,000 5,045
   Handelsbanken Fonder AB 1453 *New 2023-12-31 4,900 $252,000 4,900
   PUPLAVA FINANCIAL SERVICES INC 93 *New 2024-03-31 5,490 $247,000 5,490
   Colonial River Wealth Management LLC *New 2023-12-31 4,513 $232,000 4,513
   ARIZONA STATE RETIREMENT SYSTEM *New 2023-12-31 4,522 $232,000 4,522
   GREENWOOD CAPITAL ASSOCIATES LLC 239 *New 2024-03-31 5,066 $228,000 5,066
   Sigma Planning Corp *New 2024-03-31 5,015 $226,000 5,015
   Prestige Wealth Management Group LLC 153 *New 2024-03-31 4,425 $199,000 4,425
   ADVISORY SERVICES NETWORK, LLC 1903 *New 2023-12-31 1,133 $58,000 1,133
   RiverPark Advisors LLC *New 2024-03-31 823 $37,000 823
   SYMMETRY PEAK MANAGEMENT LLC 53 *New 2023-12-31 500 $26,000 500
   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
   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
   FIRST MANHATTAN CO 1212 *New 2023-12-31 75 $4,000 75
   QUADRANT CAPITAL GROUP LLC 2399 *New 2023-12-31 61 $3,000 61
   Larson Financial Group LLC *New 2024-03-31 40 $2,000 40
   Nelson Van Denburg & Campbell Wealth Management Gr *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
   HARBOUR INVESTMENTS INC. 2793 *New 2023-12-31 25 $1,000 25
   FTB Advisors Inc. 2186 *New 2024-03-31 12 $1,000 12
   Bell Investment Advisors Inc 2019 *New 2023-12-31 9 $0 9
  56 Records found
  1    
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