13F

Stock

Symbotic Inc.

SYM · held by 15 managers

Reported value

$134.2M

Holders

15

+1 new · −0 exited

Holders’ est. mark

$265.9K

Price effect on 5 books still in the name

Largest holder

$73.6M

MORGAN STANLEY

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MORGAN STANLEY1.37M$73.6MHeld
BANK OF AMERICA CORP /DE/793.1K$42.7MHeld
TUDOR INVESTMENT CORP ET AL222.6K$12MHeld
BOURNE LENT ASSET MANAGEMENT INC88.4K$4.76MHeld
Leonteq Securities AG7.95K$428.3K$119.6KAdded$69.5K
Sanctuary Advisors, LLC5.16K$278.1K$77.7KCut−$256.3K
Cresset Asset Management, LLC4.46K$240.5K$67.2KCut−$7.17K
Allworth Financial LP2K$107.8KHeld
IFP Advisors, Inc1.52K$81.7KHeld
Aventura Private Wealth, LLC112$6.04KNew
Essential Partners LLC68$3.67K$1.02KAdded$1.02K
Kilter Group LLC41$2.21KHeld
BARCLAYS PLC31$1.67K$467Cut−$385.5K
KBC Group NV1.7K$92Held
FNY Investment Advisers, LLC14$0Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.