SYM — Symbotic Inc Institutional Holders · Q3 2026
Who owns Symbotic Inc (SYM)? 16 institutions reported holding $3.45M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Zevenbergen Capital Investments LLC ($1.9M), Green Alpha Advisors, LLC ($760,920), Werlinich Asset Management, LLC ($343,207).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ZEVENBERGEN CAPITAL INVESTMENTS LLC | $1.9M | 44,160 | Trimmed |
| 2 | Green Alpha Advisors, LLC | $760,920 | 18,087 | Added |
| 3 | Werlinich Asset Management, LLC | $343,207 | 8,158 | Added |
| 4 | Farther Finance Advisors, LLC | $273,707 | 6,506 | Trimmed |
| 5 | CoreCap Advisors, LLC | $93,017 | 2,211 | Trimmed |
| 6 | ARMSTRONG ADVISORY GROUP, INC | $54,271 | 1,290 | Hold |
| 7 | TOTH FINANCIAL ADVISORY CORP | $26,589 | 632 | Added |
| 8 | GK Wealth Management LLC | $26,126 | 621 | New |
| 9 | EASTERN BANK | $4,207 | 100 | Hold |
| 10 | Versant Capital Management, Inc | $1,683 | 40 | Hold |
| 11 | GAMMA Investing LLC | $1,430 | 34 | Hold |
| 12 | Bullock Wealth Management Group | $1,295 | 30 | Trimmed |
| 13 | CX Institutional | $1,000 | 25 | Hold |
| 14 | Davis Capital Management | $42 | 1 | Trimmed |
| 15 | Investors Research Corp | $0 | 0 | Exited |
| 16 | Central Pacific Bank - Trust Division | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30