Symbotic Inc. (SYM) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

127,870,238Shares Outstanding

139,798,618Shares held by institutions

$7,003,910,762Value of institutional holdings

109.33%Institutional ownership %

17.74%Shares Changed QoQ

392No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Symbotic Inc. (NASDAQ:SYM) has 390 institutional investors that have filed 13F reports for the period ending December 2025.

Collectively, these holders controlled 108.6% of Symbotic's outstanding shares in December 2025, up from 108.2% in September 2025.
They increased total shares held in SYM by 16.98% quarter over quarter, and investors in Symbotic increased 79.72% from a year ago.
Activity in SYM broke down as 237 buyers, 91 sellers, and 62 unchanged among 390 total holders.
In total, institutional investors held 138.89Mn shares in Symbotic as of December 2025, up by 20.16Mn shares quarter on quarter, and up 34.31Mn shares year over year.
EXCHANGE TRADED CONCEPTS, LLC holds the largest position in SYM at 493.94K shares as of December 31, 2025, or 0.39% of shares outstanding.
The biggest buyers of Symbotic for the quarter ending December 2025 included USS Investment Management Ltd (281.98K), EXCHANGE TRADED CONCEPTS, LLC (166.76K), Peregrine Asset Advisers, Inc. (44.72K), Polianta Ltd (30.0K), Black Swift Group, LLC (20.5K).
The biggest sellers of Symbotic for the quarter ending December 2025 included BOURNE LENT ASSET MANAGEMENT INC (1.1K), Prospera Financial Services Inc (1.09K), Slow Capital, Inc. (995), CoreCap Advisors, LLC (890), Veracity Capital LLC (378).
Symbotic's 10 largest shareholders as of December 2025 include EXCHANGE TRADED CONCEPTS, LLC (493.94K), USS Investment Management Ltd (281.98K), Slow Capital, Inc. (121.5K), BOURNE LENT ASSET MANAGEMENT INC (87.46K), Register Financial Advisors LLC (60.02K), Black Swift Group, LLC (53.62K), Bouvel Investment Partners, LLC (45.93K), Peregrine Asset Advisers, Inc. (44.72K), Perigon Wealth Management, LLC (38.58K), Barton Investment Management (36.81K) per Business Quant data.

392 Institutional Holders

139,798,618 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	682,360.56%	$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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