Symbotic Inc. (SYM) Institutional Ownership

Institutions by Trading Activity

0Shares Outstanding

64,469,643Shares held by institutions

$3,061,018,650Value of institutional holdings

93.42%Institutional ownership %

1.26%Shares Changed QoQ

277No. of institutional investors

Symbotic Inc. (NASDAQ:SYM) showed up in the 13F filings of 390 institutional investors as of December 2025.

They owned 108.6% of outstanding stock in December 2025, up from 108.2% the prior quarter.
Their total shares held in SYM increased 16.98% quarter over quarter, and separately, investors owning Symbotic increased 79.72% from a year ago.
Of these 390 holders, 237 added to their stakes in Symbotic, 91 trimmed positions, and 62 made no changes.
Combined, these investors held 138.89Mn shares in SYM for December 2025, up by 20.16Mn shares quarter on quarter, and up 34.31Mn shares year over year.
As of December 31, 2025, SOFTBANK GROUP CORP. held the largest stake in Symbotic with 39.83Mn shares, accounting for 31.15% of total shares outstanding.
Leading buyers of Symbotic shares for the quarter ending December 2025 were Navis Wealth Advisors, LLC (26.08Mn), VANGUARD GROUP INC (2.24Mn), Jpmorgan Chase & Co (2.12Mn), FMR LLC (1.65Mn), Morgan Stanley (1.17Mn).
Leading sellers of Symbotic shares for the quarter ending December 2025 were Walmart Inc. (15.0Mn), SVF Sponsor III (DE) LLC (3.5Mn), Tidal Investments LLC (1.87Mn), Bank Of America Corp /De/ (370.61K), Royal Bank Of Canada (353.86K).
Symbotic's 10 largest shareholders as of December 2025 include SOFTBANK GROUP CORP. (39.83Mn), Navis Wealth Advisors, LLC (26.08Mn), Walmart Inc. (15.0Mn), BAILLIE GIFFORD & CO (12.44Mn), VANGUARD GROUP INC (6.93Mn), SVF Sponsor III (DE) LLC (5.59Mn), Morgan Stanley (2.53Mn), Jpmorgan Chase & Co (2.17Mn), FMR LLC (1.71Mn), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (1.33Mn) per Business Quant data.

64,469,643 Total Shares Held

Rows:

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	194,578	18.24%	$0.00
SOFTBANK GROUP CORP.	31 Dec, 2025	0	0.00%	$0.00
Navis Wealth Advisors, LLC	31 Dec, 2025	26,079,821	682,360.57%	$0.00
Barclays Plc	31 Dec, 2025	18,934	201.92%	$0.00
Walmart Inc.	31 Dec, 2025	-15,000,000	-50.00%	$0.00
SVF Sponsor III (DE) LLC	31 Dec, 2025	-3,500,000	-38.50%	$0.00
Fund Advisors of America Inc/FL	31 Dec, 2025	23,152	0.00%	$0.00
BAILLIE GIFFORD & CO	31 Dec, 2025	-242,739	-1.91%	$0.00
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	31 Dec, 2025	36,910	2.85%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	11,466	127.12%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	2,237,137	47.65%	$0.00
Ghisallo Capital Management LLC	31 Dec, 2025	1,059,400	0.00%	$0.00
Osbon Capital Management LLC	31 Dec, 2025	5,616	0.00%	$0.00
Morgan Stanley	31 Dec, 2025	1,165,513	85.36%	$0.00
UBS Group AG	31 Dec, 2025	-205,296	-18.57%	$0.00
Jpmorgan Chase & Co	31 Dec, 2025	2,122,258	4,072.34%	$0.00
Allspring Global Investments Holdings, LLC	31 Dec, 2025	136,111	23.06%	$0.00
FMR LLC	31 Dec, 2025	1,651,075	2,706.50%	$0.00
ARK Investment Management LLC	31 Dec, 2025	53,026	8.99%	$0.00
Bank Of America Corp /De/	31 Dec, 2025	-370,609	-23.37%	$0.00

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