Symbotic SYM Institutional Ownership

NASDAQ SYM

$41.65 +0.14 (+0.34%)

As of: Sep 30, 2026 · 11:45 AM EDT

Institutions by Trading Activity

414 Institutions

Increased 262 63.3%

Unchanged 67 16.2%

Reduced 85 20.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

90.91%

▲+0.84 pp QoQ

Shares Held by Institutions

116.44Mn

of 128.08Mn outstanding

▲+10.42% QoQ

Shares Outstanding

128.08Mn

11.64Mn held outside 13F filers

Institutional Investors

414

filed 13F for Jun 2026

▲+6 vs prior quarter

Net Shares Added (QoQ)

+10.99Mn

accumulated since last quarter

Value of Holdings

$4.89Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Symbotic Inc. (NASDAQ:SYM) is held by 414 institutional investors per 13F filings through June 2026.

These investors held 90.9% of outstanding shares in June 2026, up from 90.1% in March 2026.
They increased total shares held in Symbotic by 10.42% from last quarter, and the number of investors in SYM increased 48.39% annually.
Of these 414 funds, 262 grew their exposure to Symbotic, 85 cut back, and 67 maintained positions.
In total, institutional investors held 116.44Mn shares in Symbotic as of June 2026, up by 10.99Mn shares quarter on quarter, and up 15.06Mn shares year over year.
As of June 30, 2026, Softbank Group Corp. held the largest stake in Symbotic with 39.83Mn shares, accounting for 31.09% of total shares outstanding.
Top purchasers of SYM stock for the quarter ending June 2026 included Ameriprise Financial Inc (1.96Mn), Morgan Stanley (1.54Mn), Daiwa Securities Group Inc. (947.27K), Navis Wealth Advisors, LLC (548.5K), Jpmorgan Chase & Co (526.13K).
Top sellers of SYM stock for the quarter ending June 2026 included Franklin Templeton Inc (537.68K), Goldman Sachs Group Inc (400.15K), FMR LLC (395.29K), CITADEL ADVISORS LLC (370.81K), D. E. Shaw & Co., Inc. (243.03K).
Symbotic's 10 largest shareholders as of June 2026 include Softbank Group Corp. (39.83Mn), Walmart Inc. (15.0Mn), BAILLIE GIFFORD & CO (12.26Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (4.3Mn), Morgan Stanley (3.87Mn), Jpmorgan Chase & Co (2.89Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.85Mn), Ameriprise Financial Inc (2.01Mn), BlackRock, Inc. (1.76Mn), FMR LLC (1.43Mn) per Business Quant data.

Form 13F Holdings

414 Institutional Holders

Report period 30 Jun, 2026

Total shares held 116.44Mn

Of outstanding 90.91%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Softbank Group Corp.	0001065521	39,825,312	31.09%	0	0.00%	$1.79Bn
2	Walmart Inc.	0000104169	15,000,000	11.71%	0	0.00%	$674.25Mn
3	BAILLIE GIFFORD & CO	0001088875	12,263,759	9.58%	▼216,129	-1.73%	$551.26Mn
4	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	4,295,652	3.35%	▲525,334	+13.93%	$193.09Mn
5	Morgan Stanley	0000895421	3,867,532	3.02%	▲1,537,246	+65.97%	$173.85Mn
6	Jpmorgan Chase & Co	0000019617	2,889,676	2.26%	▲526,130	+22.26%	$121.90Mn
7	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,851,280	2.23%	▼64,456	-2.21%	$128.17Mn
8	Ameriprise Financial Inc	0000820027	2,011,390	1.57%	▲1,963,912	+4,136.47%	$90.41Mn
9	BlackRock, Inc.	0002012383	1,756,855	1.37%	▲312,528	+21.64%	$78.97Mn
10	FMR LLC	0000315066	1,426,279	1.11%	▼395,286	-21.70%	$64.11Mn
11	TWO SIGMA INVESTMENTS, LP	0001179392	1,410,103	1.10%	▲470,135	+50.02%	$63.38Mn
12	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0001705339	1,101,318	0.86%	▲60,683	+5.83%	$49.28Mn
13	Bank Of America Corp /De/	0000070858	1,057,026	0.83%	▲16,409	+1.58%	$47.51Mn
14	RENAISSANCE TECHNOLOGIES LLC	0001037389	960,100	0.75%	▲245,300	+34.32%	$43.16Mn
15	Daiwa Securities Group Inc.	0001481045	947,266	0.74%	▲947,266	0.00%	$42.58Mn
16	Goldman Sachs Group Inc	0000886982	935,611	0.73%	▼400,149	-29.96%	$42.06Mn
17	Raymond James Financial Inc	0000720005	904,237	0.71%	▼53,103	-5.55%	$40.65Mn
18	CANADA PENSION PLAN INVESTMENT BOARD	0001283718	864,400	0.67%	▲468,400	+118.28%	$38.85Mn
19	GEODE CAPITAL MANAGEMENT, LLC	0001214717	823,795	0.64%	▲1,747	+0.21%	$37.04Mn
20	ARK Investment Management LLC	0001697748	796,749	0.62%	▲14,526	+1.86%	$35.81Mn

Showing 1 to 20 of 414 holders