Symbotic SYM Institutional Ownership

NASDAQ SYM

$39.50 +0.49 (+1.26%)

As of: Oct 20, 2026 · 2:04 PM EDT

As of the 13F quarter ended Jun 30, 2026, 411 institutions held 90.61% of Symbotic (SYM) shares outstanding. Versus the prior quarter, institutional ownership was up 0.52 percentage points, the holder count rose by 2 and shares held were up 2.62%. The largest holder is Softbank Group Corp. with 39.83Mn shares (31.09% of outstanding).

Updated Oct 11, 2026 Symbotic (SYM) stock price and overview

Institutions by Trading Activity

411 Institutions

Increased 260 63.3%

Unchanged 67 16.3%

Reduced 84 20.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

90.61%

▲+0.52 pp QoQ

Shares Held by Institutions

116.05Mn

of 128.08Mn outstanding

▲+2.62% QoQ

Shares Outstanding

128.08Mn

12.02Mn held outside 13F filers

Institutional Investors

411

filed 13F for Jun 2026

▲+2 vs prior quarter

Net Shares Added (QoQ)

+2.96Mn

accumulated since last quarter

Value of Holdings

$4.61Bn

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

Updated Oct 11, 2026

Symbotic Inc. (NASDAQ:SYM) appeared in the 13F filings of 411 institutional investors for the quarter ended June 30, 2026.

These investors held 90.61% of Symbotic's outstanding shares at the end of Q2 2026, up from 90.07% in Q1 2026.
Total shares held in SYM rose 2.64% from Q1 2026; the number of holders rose 48.91% from Q2 2025.
Among the 411 holders of Symbotic, 260 added to their positions, 84 reduced their stakes and 67 left their positions unchanged.
In total, institutional investors held 116.05Mn shares of Symbotic at the end of Q2 2026, up 2.98Mn from the prior quarter and up 14.67Mn from a year earlier.
Softbank Group Corp. was the top holder of Symbotic as of June 30, 2026, with 39.83Mn shares, or 31.09% of shares outstanding.
Among holders that already owned Symbotic, the biggest buyers in Q2 2026 were Ameriprise Financial Inc (+1.96Mn shares), Morgan Stanley (+1.54Mn shares), Navis Wealth Advisors, LLC (+548.5K shares), JPMorgan Chase & Co (+526.13K shares) and Vanguard Portfolio Management LLC (+525.33K shares).
Holders that trimmed the most shares of Symbotic in Q2 2026 while keeping a position were Franklin Templeton Inc (-537.68K shares), Goldman Sachs Group Inc (-400.15K shares), FMR LLC (-395.29K shares), Citadel Advisors LLC (-370.81K shares) and D. E. Shaw & Co., Inc. (-243.03K shares).
Business Quant data shows the 10 biggest positions in Symbotic as of Q2 2026 were held by Softbank Group Corp. (39.83Mn shares), Walmart Inc. (15Mn shares), Baillie Gifford & Co (12.26Mn shares), Vanguard Portfolio Management LLC (4.3Mn shares), Morgan Stanley (3.87Mn shares), JPMorgan Chase & Co (2.89Mn shares), Vanguard Capital Management LLC (2.85Mn shares), Ameriprise Financial Inc (2.01Mn shares), BlackRock, Inc. (1.76Mn shares) and FMR LLC (1.43Mn shares).

Form 13F Holdings

412 Institutional Holders

Report period 30 Jun, 2026

Total shares held 116.05Mn

Of outstanding 90.61%

#	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 412 holders