13 institutions reported holding $6.4M of SYMBOTIC INC (SYM) in SEC 13F filings for 2026-06-30. Largest institutional holders: 180 WEALTH ADVISORS, LLC ($2.8M), Polianta Ltd ($1.6M), UNICOM Systems, Inc. ($1.2M), Somerset Trust Co ($333,844), Central Pacific Bank - Trust Division ($228,076). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | 180 WEALTH ADVISORS, LLC | $2.8M | 61,717 | Added |
| 2 | Polianta Ltd | $1.6M | 35,000 | Added |
| 3 | UNICOM Systems, Inc. | $1.2M | 27,147 | Hold |
| 4 | Somerset Trust Co | $333,844 | 7,427 | Added |
| 5 | Central Pacific Bank - Trust Division | $228,076 | 5,074 | Trimmed |
| 6 | CoreCap Advisors, LLC | $197,690 | 4,398 | Trimmed |
| 7 | Strategic Investment Solutions, Inc. /IL | $22,475 | 500 | Hold |
| 8 | West Financial Advisors, LLC | $6,743 | 150 | Hold |
| 9 | EASTERN BANK | $4,495 | 100 | Hold |
| 10 | Versant Capital Management, Inc | $1,798 | 40 | Hold |
| 11 | GAMMA Investing LLC | $1,528 | 34 | Trimmed |
| 12 | CX Institutional | $1,000 | 25 | Hold |
| 13 | KERR FINANCIAL PLANNING Corp | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30