Symbotic Inc. (SYM) Institutional Ownership

Institutions by Trading Activity

127,870,238Shares Outstanding

139,798,618Shares held by institutions

$8,801,720,989Value of institutional holdings

109.33%Institutional ownership %

17.74%Shares Changed QoQ

392No. of institutional investors

Symbotic Inc. (NASDAQ:SYM) is held by 390 institutional investors per 13F filings through December 2025.

These investors held 108.6% of outstanding shares in December 2025, up from 108.2% in September 2025.
Their total shares held in SYM increased 16.98% from the prior quarter, while the number of investors in Symbotic increased 79.72% year over year.
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.
Somerset Trust Co is the top holder of Symbotic as of December 31, 2025, with 7.4K shares representing 0.01% of outstanding stock.
The largest buyers of Symbotic for the quarter ending December 2025 were Somerset Trust Co (21).
Per Business Quant data, the top 3 holders of Symbotic for the quarter ending December 2025 are Somerset Trust Co (7.4K), ADIRONDACK TRUST CO (254), Investors Research Corp (30).

139,798,618 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
SOFTBANK GROUP CORP.	31 Dec, 2025	39,825,312	0	0.00%	$2,369,606,064.00
Navis Wealth Advisors, LLC	31 Dec, 2025	26,083,643	26,079,821	682,360.56%	$36,891,108.00
Walmart Inc.	31 Dec, 2025	15,000,000	-15,000,000	-50.00%	$892,500,000.00
BAILLIE GIFFORD & CO	31 Dec, 2025	12,441,000	-242,739	-1.91%	$740,239,499.00
VANGUARD GROUP INC	31 Dec, 2025	6,932,158	2,237,137	47.65%	$412,463,401.00
SVF Sponsor III (DE) LLC	31 Dec, 2025	5,590,000	-3,500,000	-38.50%	$332,605,000.00
Morgan Stanley	31 Dec, 2025	2,530,874	1,165,513	85.36%	$150,587,110.00
Jpmorgan Chase & Co	31 Dec, 2025	2,174,372	2,122,258	4,072.34%	$129,375,195.00
Goldman Sachs Group Inc	31 Dec, 2025	1,745,200	1,487,415	577.00%	$103,839,400.00
FMR LLC	31 Dec, 2025	1,712,079	1,651,075	2,706.50%	$101,868,709.00
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	31 Dec, 2025	1,331,765	36,910	2.85%	$79,273,773.00
BlackRock, Inc.	31 Dec, 2025	1,261,539	194,578	18.24%	$75,061,545.00
Bank Of America Corp /De/	31 Dec, 2025	1,215,529	-370,609	-23.37%	$72,323,976.00
Ghisallo Capital Management LLC	31 Dec, 2025	1,059,400	1,059,400	0.00%	$63,034,300.00
Raymond James Financial Inc	31 Dec, 2025	952,118	49,393	5.47%	$56,651,022.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	905,700	177,800	24.43%	$53,889,150.00
UBS Group AG	31 Dec, 2025	900,474	-205,296	-18.57%	$53,578,203.00
CITADEL ADVISORS LLC	31 Dec, 2025	832,009	832,009	0.00%	$49,504,536.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	727,309	104,789	16.83%	$43,288,707.00
Allspring Global Investments Holdings, LLC	31 Dec, 2025	726,411	136,111	23.06%	$47,122,282.00

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