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SYM

Symbotic Inc.
$43.15 +1.46 (+3.50%) At close · Jul 9
Market Cap
$26.30B
Shares
602,706,815

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 415
Total Value: $5,976,196,393
Total Shares: 112,358,872
Showing 1–100 of 442 holdings by value · page 1 of 5

Institutional Ownership Trend

17 quarters

Superinvestors Holding SYM

All superinvestors →
Ray Dalio $9,415,708 Joel Greenblatt $287,652

Holder Concentration

Across 416 13F filers
Top Holder
35.4%
Jun 2023 → Mar 2026 · range 27.6% – 64.0%
of institutional value
Top 5
67.5%
Jun 2023 → Mar 2026 · range 67.5% – 84.2%
of institutional value
Top 10
75.8%
Jun 2023 → Mar 2026 · range 75.8% – 87.8%
of institutional value
HHI
1,615
Jun 2023 → Mar 2026 · range 1,326 – 4,334
Moderately concentrated
Showing 100 of 442
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Large SOFTBANK GROUP CORP. Bank $2,118,706,598 35.45% 39,825,312
Small Walmart Inc. $798,000,000 13.35% 15,000,000
Large BAILLIE GIFFORD & CO $663,930,040 11.11% 12,479,888
Small SVF Sponsor III (DE) LLC $297,388,000 4.98% 5,590,000
Mega VANGUARD CAPITAL MANAGEMENT LLC $155,117,155 2.60% 2,915,736
Mega JPMORGAN CHASE & CO $125,740,643 2.10% 2,363,546
Mega MORGAN STANLEY $123,971,211 2.07% 2,330,286
Mega FMR LLC $96,907,256 1.62% 1,821,565
Mega BlackRock, Inc. $76,838,190 1.29% 1,444,327
Mega GOLDMAN SACHS GROUP INC $71,062,431 1.19% 1,335,760
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $55,361,781 0.93% 1,040,635
Mega BANK OF AMERICA CORP /DE/ Bank $55,360,824 0.93% 1,040,617
Mega RAYMOND JAMES FINANCIAL INC $50,930,487 0.85% 957,340
Mega TWO SIGMA INVESTMENTS, LP $50,006,297 0.84% 939,968
Mega GEODE CAPITAL MANAGEMENT, LLC $43,732,953 0.73% 822,048
Large ARK Investment Management LLC $41,614,263 0.70% 782,223
Large TCW GROUP INC $38,898,030 0.65% 731,166
Large Allspring Global Investments Holdings, LLC $38,568,722 0.65% 724,976
Large RENAISSANCE TECHNOLOGIES LLC $38,027,360 0.64% 714,800
Mega CITADEL ADVISORS LLC $33,327,937 0.56% 626,465
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $31,318,840 0.52% 588,700
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $29,174,880 0.49% 548,400
Mega FRANKLIN RESOURCES INC $28,993,574 0.49% 544,992
Mid Hood River Capital Management LLC $27,898,878 0.47% 524,415
Mega STATE STREET CORP $27,650,274 0.46% 519,742
Mid EXCHANGE TRADED CONCEPTS, LLC $26,277,714 0.44% 493,942
Mid Burkehill Global Management, LP $25,270,000 0.42% 475,000
Mega UBS Group AG $21,223,873 0.36% 398,945
Mega CANADA PENSION PLAN INVESTMENT BOARD Pension $21,067,200 0.35% 396,000
Mega JANE STREET GROUP, LLC $20,418,160 0.34% 383,800
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $20,136,253 0.34% 378,501
Small S SQUARED TECHNOLOGY, LLC $19,637,503 0.33% 369,126
Mega CITADEL ADVISORS LLC $19,636,120 0.33% 369,100
Mega VANGUARD FIDUCIARY TRUST CO Bank $19,410,073 0.32% 364,851
Mega Legal & General Group Plc $19,286,755 0.32% 362,533
Mega MILLENNIUM MANAGEMENT LLC $19,014,318 0.32% 357,412
Large Trexquant Investment LP $17,237,012 0.29% 324,004
Mega FIRST TRUST ADVISORS LP $16,414,062 0.27% 308,535
Mega LPL Financial LLC $16,081,296 0.27% 302,280
Mega BNP PARIBAS ARBITRAGE, SA $16,052,195 0.27% 301,733
Large USS Investment Management Ltd $15,001,389 0.25% 281,981
Mega JANE STREET GROUP, LLC $14,954,520 0.25% 281,100
Large Mitsubishi UFJ Trust & Banking Corp $13,944,411 0.23% 262,113
Mid Ghisallo Capital Management LLC $13,300,000 0.22% 250,000
Mega D. E. Shaw & Co., Inc. $13,220,731 0.22% 248,510
Mid FRONTIER CAPITAL MANAGEMENT CO LLC $13,036,872 0.22% 245,054
Large Handelsbanken Fonder AB $11,944,304 0.20% 224,517
Large MARSHALL WACE, LLP $11,327,236 0.19% 212,918
Mega CITIGROUP INC $11,107,148 0.19% 208,781
Large Point72 Asset Management, L.P. $10,986,651 0.18% 206,516
Mid MIROVA $10,088,954 0.17% 189,642
Mega NORTHERN TRUST CORP Bank $9,643,456 0.16% 181,268
Large Bridgewater Associates, LP $9,415,708 0.16% 176,987
Mega PRICE T ROWE ASSOCIATES INC /MD/ $9,246,958 0.15% 173,815
Large BNP PARIBAS ASSET MANAGEMENT Holding S.A. $8,452,256 0.14% 158,877
Mega WELLS FARGO & COMPANY/MN $8,327,502 0.14% 156,532
Mega CITADEL ADVISORS LLC $8,160,880 0.14% 153,400
Large ADAGE CAPITAL PARTNERS GP, L.L.C. $8,003,408 0.13% 150,440
Large TUDOR INVESTMENT CORP ET AL $7,858,810 0.13% 147,722
Large SEI INVESTMENTS CO $7,683,144 0.13% 144,420
Mega VICTORY CAPITAL MANAGEMENT INC $7,562,539 0.13% 142,153
Mid Aquatic Capital Management LLC $6,730,917 0.11% 126,521
Small Slow Capital, Inc. $6,463,800 0.11% 121,500
Large BLAIR WILLIAM & CO/IL $6,121,138 0.10% 115,059
Mid IQ EQ FUND MANAGEMENT (IRELAND) Ltd $6,092,091 0.10% 114,513
Mega DIMENSIONAL FUND ADVISORS LP $5,799,596 0.10% 109,015
Mega Amundi $5,775,019 0.10% 108,553
Large CAPITAL FUND MANAGEMENT S.A. $5,720,968 0.10% 107,537
Mega ROYAL BANK OF CANADA Bank $5,320,956 0.09% 100,018
Mega Swiss National Bank Bank $5,256,160 0.09% 98,800
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $4,977,709 0.08% 93,566
Large Point72 Asset Management, L.P. $4,825,240 0.08% 90,700
Large &PARTNERS $4,764,538 0.08% 89,559
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $4,762,730 0.08% 89,525
Mid Voleon Capital Management LP $4,731,501 0.08% 88,938
Small BOURNE LENT ASSET MANAGEMENT INC $4,652,872 0.08% 87,460
Large Balyasny Asset Management L.P. $4,493,431 0.08% 84,463
Mega Invesco Ltd. $4,455,764 0.07% 83,755
Mid PICTON MAHONEY ASSET MANAGEMENT $4,437,039 0.07% 83,403
Large Point72 Asset Management, L.P. $4,383,680 0.07% 82,400
Mid Susquehanna Portfolio Strategies, LLC $4,342,184 0.07% 81,620
Mid Advisors Asset Management, Inc. $3,839,124 0.06% 72,164
Mid Wealthfront Advisers LLC $3,790,393 0.06% 71,248
Micro Navis Wealth Advisors, LLC $3,553,440 0.06% 66,794
Large PEAK6 LLC $3,234,560 0.05% 60,800
Small Register Financial Advisors LLC $3,193,170 0.05% 60,022
Mega D. E. Shaw & Co., Inc. $3,186,680 0.05% 59,900
Mega VANGUARD ASSET MANAGEMENT, Ltd $3,071,768 0.05% 57,740
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $2,972,337 0.05% 55,871
Mid ALGERT GLOBAL LLC $2,908,337 0.05% 54,668
Small Black Swift Group, LLC $2,852,850 0.05% 53,625
Large STIFEL FINANCIAL CORP $2,800,606 0.05% 52,643
Small Legacy Capital Wealth Partners, LLC $2,793,266 0.05% 52,505
Small 180 WEALTH ADVISORS, LLC $2,774,179 0.05% 61,717
Mid Legato Capital Management LLC $2,713,200 0.05% 51,000
Mid Brevan Howard Capital Management LP $2,697,133 0.05% 50,698
Mega GOLDMAN SACHS GROUP INC $2,660,000 0.04% 50,000
Large Walleye Trading LLC $2,644,040 0.04% 49,700
Mid GROUP ONE TRADING LLC $2,631,963 0.04% 49,473
Large OSAIC HOLDINGS, INC. $2,616,216 0.04% 49,177
Key facts CIK 1837240 CUSIP 87151X101 13F (30d) 19 filings 19 filers Visit website Investor relations

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