Symbotic Inc. (SYM) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

130,100,000Shares Outstanding

55,074,775Shares held by institutions

$3,046,736,553Value of institutional holdings

102.48%Institutional ownership %

39.67%Shares Changed QoQ

376No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Symbotic Inc. (NASDAQ:SYM) is held by 376 institutional firms.

These investors collectively held 102.5% of the company's total shares outstanding in December 2025, up from 101.8% in September 2025.
On a quarter-over-quarter basis, institutional holdings shifted by 39.67%, with a year-over-year an increase of 74.07% in the count of filers.
During the quarter, 228 institutions bought more Symbotic shares, 85 sold shares, and 63 of the 376 total investors held their position steady.
The total number of shares held by institutions in Symbotic increased to 133.33Mn as of December 2025, a net change of up by 37.87Mn shares quarter on quarter, and up 30.47Mn shares year over year.
As of December 31, 2025, SOFTBANK GROUP CORP. held Symbotic's largest shareholding position with over 39.83Mn shares, representing 30.61% of total outstanding shares.
Among the most significant buyers of Symbotic during December 2025 were Navis Wealth Advisors, LLC (26.08Mn), VANGUARD GROUP INC (2.24Mn), JPMORGAN CHASE & CO (2.15Mn), FMR LLC (1.65Mn), MORGAN STANLEY (1.17Mn).
Leading sellers of Symbotic stock in December 2025 included Tidal Investments LLC (3.75Mn), ROYAL BANK OF CANADA (353.86K), BAILLIE GIFFORD & CO (242.74K), UBS Group AG (194.25K), FRONTIER CAPITAL MANAGEMENT CO LLC (181.99K).
The top 10 institutional holders of Symbotic for the quarter ending December 2025 included SOFTBANK GROUP CORP. (39.83Mn), Navis Wealth Advisors, LLC (26.08Mn), Walmart Inc. (15.00Mn), BAILLIE GIFFORD & CO (12.44Mn), VANGUARD GROUP INC (6.93Mn), MORGAN STANLEY (2.53Mn), JPMORGAN CHASE & CO (2.17Mn), JANE STREET GROUP, LLC (1.75Mn), FMR LLC (1.71Mn), MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. (1.33Mn).

376 Institutional Holders

55,074,775 Total Shares Held

Rows:

Download Data

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	682,360.57%	$36,891,108.00
Walmart Inc.	31 Dec, 2025	15,000,000	0	0.00%	$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
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	2,148,315	8,244.68%	$129,375,195.00
JANE STREET GROUP, LLC	31 Dec, 2025	1,754,250	775,350	79.21%	$104,377,875.00
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	422,460	53.27%	$72,323,976.00
Ghisallo Capital Management LLC	31 Dec, 2025	1,059,400	1,059,400	0.00%	$63,034,300.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	922,600	664,815	257.90%	$54,894,700.00
UBS Group AG	31 Dec, 2025	911,518	-194,252	-17.57%	$54,235,321.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	905,700	177,800	24.43%	$53,889,150.00
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
TWO SIGMA INVESTMENTS, LP	31 Dec, 2025	713,306	463,890	185.99%	$42,441,707.00

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