LPL Financial LLC

Position in SYM — Symbotic Inc.

CIK 1403438 FORT MILL, SC

Position in SYM

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$16,081,296

+$3,108,571 QoQ

Shares Held

302,280

+38.6% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 3.229786952494376.ToString("F0")% Shared 0.ToString("F0")% None 96.77021304750562.ToString("F0")%

Industrials · as of Mar 31, 2026

LPL Financial LLC holds $1,803,391,894 across 58 Specialty Industrial Machinery names. SYM ranks #13 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	472,637	$412,564,837
2	ETN	Eaton Corp plc	734,953	$262,870,639
3	CMI	Cummins Inc	351,138	$188,919,266
4	EMR	Emerson Electric Co	1,201,556	$157,427,867
5	ITW	Illinois Tool Works Inc	602,568	$156,842,424
6	PH	Parker-Hannifin Corp	166,633	$149,176,526
7	IR	Ingersoll Rand Inc.	970,579	$77,762,789
8	XYL	Xylem Inc.	495,099	$59,164,330

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,081,296	302,280	+38.6%	Shares	Sole	2026-05-06
2025-12-31	$12,972,725	218,029	+19.5%	Shares	Sole	2026-02-11
2025-09-30	$9,835,240	182,472	+98.9%	Shares	Sole	2025-11-12
2025-06-30	$3,564,370	91,747	+33.9%	Shares	Sole	2025-08-12
2025-03-31	$1,385,011	68,531	+58.8%	Shares	Sole	2025-05-07
2024-12-31	$1,023,489	43,167	+31.5%	Shares	Sole	2025-02-11
2024-09-30	$800,626	32,826	-5.6%	Shares	Sole	2024-11-08
2024-06-30	$1,223,040	34,785	-14.8%	Shares	Sole	2024-08-07
2024-03-31	$1,836,765	40,817	+25.2%	Shares	Sole	2024-05-10
2023-12-31	$1,673,511	32,603	-68.1%	Shares	Sole	2024-02-14
2023-09-30	$3,411,832	102,059	+578.0%	Shares	Sole	2023-11-13
2023-06-30	$644,418	15,053	+49.4%	Shares	Sole	2023-07-31
2023-03-31	$230,158	10,077	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.