Symbotic Inc. (SYM)
- Sector
- Machinery
- Last price
- $38.97
- As of
Kresmion compiles this page from SYM's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
Symbotic Inc. (SYM): 7 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 10-Q filed 2026-08-05.
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Preview the SYM dossierActive events for SYM
- high13F: funds added
6 tracked funds increased SYM this 2026Q2, institutional consensus
- high13F: large increase
CITADEL ADVISORS LLC added +53% to SYM (2026Q2)
- high13F: large increase
Point72 Asset Management, L.P. added +342% to SYM (2026Q2)
- high13F: large increase
MILLENNIUM MANAGEMENT LLC added +3854% to SYM (2026Q2)
- high13F: large reduction
D. E. Shaw & Co., Inc. cut 91% of SYM (2026Q2)
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Every event on SYM, as it fires
You are seeing 5 of 19 events recorded on SYM since 2026-06-02.
The five above landed across 2 days. The other 14 were recorded on 5 other days. 11 of the 19 are institutional flow rows, which arrive in batches on filing days.
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Largest reported share positions in SYM (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LPCUSIP 87151X101 · 2026Q2 | $63.4M | 0.05% | , |
| RENAISSANCE TECHNOLOGIES LLCCUSIP 87151X101 · 2026Q2 | $43.2M | 0.06% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 87151X101 · 2026Q2 | $34.7M | 0.01% | , |
| Point72 Asset Management, L.P.CUSIP 87151X101 · 2026Q2 | $18M | 0.02% | , |
| CITADEL ADVISORS LLCCUSIP 87151X101 · 2026Q2 | $11.5M | 0.00% | , |
| Bridgewater Associates, LPCUSIP 87151X101 · 2026Q2 | $8.3M | 0.03% | , |
| D. E. Shaw & Co., Inc.CUSIP 87151X101 · 2026Q2 | $246K | 0.00% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, SYM
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
SYM against its peers
SYM's operating margin of -5.1% ranks in the 2nd percentile of 25 Machinery sub-industry peers, fiscal periods ending between 2025-08-31 and 2026-06-30.
| Metric | SYM | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 2.2B USD | 2.4B USD | 40 | 25 |
| Gross margin | 18.8% | 36.2% | 6 | 24 |
| Operating margin | -5.1% | 14.9% | 2 | 25 |
| Net margin | -0.8% | 10.8% | 10 | 25 |
| Return on equity | -7.7% | 17.0% | 6 | 25 |
| P / E | n/a | 20.8x | n/a | 23 |
Peers (25): JBTM, ESAB, TEX, ESE, ATMU, AGCO, MWA, TKR, KAI, WOR, SPXC, OSK, ALSN, FLS, TTC, GGG, KMT, WTS, CR, PRLB, MLI, BLBD, EPAC, AIN, LECO. Fiscal periods ending between 2025-08-31 and 2026-06-30. Every figure is one full fiscal year read from one annual filing (SYM: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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