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SYM · Symbotic Inc. · Shareholders & Ownership

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$39.91 +0.90 (+2.31%)
Market Cap
$23.59B
Shares
604.80M
Volume · Oct 20 1.43M Avg daily vol (3M) 1.63M

Every disclosed holder of SYM in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

Who Owns SYM

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

No chart: the summed disclosures exceed shares outstanding, so they are not parts of one whole.

Holder group Shares % Out
Institutional (13F) 116,191,248 19.21%
Insiders (Forms 3, 4, 5) 0 0.00%
13D/G-only blocks 564,854,338 93.40%
Remaining 76,243,878 -12.61%
Registered funds (N-PORT, not summed) 17,267,030 2.86%

Shares outstanding: 604,801,708, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

Remaining is negative: the summed disclosures exceed shares outstanding, as when filings are dated at different times or holders that do not disclose their links count the same shares. It is flagged, not clipped.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of SYM

# Holder Shares
1
Ladensohn David A
Insider CIK 1932967 · Sep 10, 2026
10% Owner, issuer-wide, not summed
151,882,666
1.1
David A. Ladensohn
13D CIK 1932967 · Unknown · May 15, 2026
Item 4 purpose: Other
176,936,842
2
Walmart Inc.
13D CIK 104169 · Unknown · Aug 5, 2026
Item 4 purpose: not restated by this amendment, the earlier 13D's purpose stands
not summed
76,350,823
2.1
Walmart Inc.
13F CIK 104169 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
15,000,000
3
SOFTBANK GROUP CORP.
13F CIK 1065521 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
39,825,312
3.1
SOFTBANK GROUP CORP
Insider CIK 1065521 · May 27, 2026
Director, issuer-wide, not summed
2,000,000
4
BAILLIE GIFFORD & CO
13F CIK 1088875 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
12,263,759
5
Ronald M. Wright
13D CIK 2134480 · Unknown · May 15, 2026
Item 4 purpose: Other
10,857,484
6
VANGUARD PORTFOLIO MANAGEMENT LLC
13F CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
4,295,652
7
MORGAN STANLEY
13F CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
3,867,532
7.1
Discovery Portfolio
Fund S000004127 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
300,777
7.2
Discovery Portfolio
Fund S000004167 · Registered fund · Jun 30, 2026
MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
71,910
7.3
E*TRADE No Fee Large Cap Index Fund
Fund S000090720 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
85
7.4
E*TRADE No Fee Total Market Index Fund
Fund S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
55
8
JPMORGAN CHASE & CO
13F CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
2,889,676
9
VANGUARD CAPITAL MANAGEMENT LLC
13F CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
2,851,280
10
Cohen Janet L
Insider CIK 1932965 · Dec 11, 2025
10% Owner, issuer-wide, not summed
2,215,990
10.1
Janet L. Cohen
13D CIK 1932965 · Feb 21, 2024
165,965,810
11
Cohen Richard B
Insider CIK 1933447 · Dec 11, 2025
Director, See Remarks, 10% Owner, issuer-wide, not summed
2,215,990
11.1
Richard B. Cohen
13D CIK 1933447 · Unknown · Sep 19, 2025
45,446,723
12
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
2,095,696
13
AMERIPRISE FINANCIAL INC
13F CIK 820027 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
2,011,390
13.1
Columbia Cornerstone Growth Fund
Fund S000012081 · Registered fund · Jul 31, 2026
COLUMBIA FUNDS SERIES TRUST I, not summed
1,268,641
13.2
Columbia Variable Portfolio - Cornerstone Growth Fund
Fund S000019840 · Registered fund · Jun 30, 2026
Columbia Funds Variable Series Trust II, not summed
409,707
13.3
Columbia Select Large Cap Growth Fund
Fund S000021575 · Registered fund · Jun 30, 2026
COLUMBIA FUNDS SERIES TRUST I, not summed
77,367
14
VANGUARD GROWTH INDEX FUND
Fund S000002842 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
2,001,754
15
BlackRock, Inc.
13F CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
1,756,855
15.1
iShares U.S. Small-Cap Equity Factor ETF
Fund S000048624 · Registered fund · Jul 31, 2026
iShares Trust, not summed
97,941
15.2
iShares Core S&P Total U.S. Stock Market ETF
Fund S000004317 · Registered fund · Jun 30, 2026
iShares Trust, not summed
80,156
15.3
iShares ESG Aware MSCI USA Small-Cap ETF
Fund S000061604 · Registered fund · May 31, 2026
iShares Trust, not summed
20,733
15.4
iShares Morningstar Small-Cap Growth ETF
Fund S000004434 · Registered fund · Jul 31, 2026
iShares Trust, not summed
20,103
15.5
iShares U.S. Tech Breakthrough Multisector ETF
Fund S000067234 · Registered fund · Jul 31, 2026
iShares Trust, not summed
3,607
16
FMR LLC
13F CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
1,426,279
16.1
Fidelity Contrafund
Fund S000006037 · Registered fund · Jun 30, 2026
Fidelity Contrafund, not summed
470,259
16.2
Fidelity Extended Market Index Fund
Fund S000006021 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
305,797
16.3
VIP Contrafund Portfolio
Fund S000007724 · Registered fund · Jun 30, 2026
Variable Insurance Products Fund II, not summed
280,100
16.4
Fidelity Advisor New Insights Fund
Fund S000006036 · Registered fund · Jun 30, 2026
Fidelity Contrafund, not summed
143,600
16.5
Fidelity Total Market Index Fund
Fund S000006026 · Registered fund · May 31, 2026
Fidelity Concord Street Trust, not summed
112,410
17
TWO SIGMA INVESTMENTS, LP
13F CIK 1179392 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
1,410,103
18
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
13F CIK 1705339 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
1,101,318
18.1
Global X Robotics & Artificial Intelligence ETF
Fund S000054693 · Registered fund · May 31, 2026
GLOBAL X FUNDS, not summed
948,192
18.2
Global X Adaptive U.S. Risk Management ETF
Fund S000070582 · Registered fund · May 31, 2026
GLOBAL X FUNDS, not summed
141
18.3
Global X U.S. 500 ETF
Fund S000094852 · Registered fund · May 31, 2026
GLOBAL X FUNDS, not summed
4
19
BANK OF AMERICA CORP /DE/
13F CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
1,057,026
20
RENAISSANCE TECHNOLOGIES LLC
13F CIK 1037389 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
960,100
21
Daiwa Securities Group Inc.
13F CIK 1481045 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
947,266
22
GOLDMAN SACHS GROUP INC
13F CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
935,611
22.1
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
Fund S000048295 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
62,734
22.2
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Fund S000058070 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
58,524
22.3
Goldman Sachs Innovate Equity ETF
Fund S000068597 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust, not summed
3,923
22.4
Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Fund S000075322 · Registered fund · May 31, 2026
Goldman Sachs ETF Trust II, not summed
2,051
22.5
Goldman Sachs Absolute Return Tracker Fund
Fund S000020314 · Registered fund · Jun 30, 2026
GOLDMAN SACHS TRUST, not summed
1,334
23
RAYMOND JAMES FINANCIAL INC
13F CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
904,237
24
CANADA PENSION PLAN INVESTMENT BOARD
13F CIK 1283718 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
864,400
25
GEODE CAPITAL MANAGEMENT, LLC
13F CIK 1214717 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
823,795
26
ARK Investment Management LLC
13F CIK 1697748 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
796,749
26.1
ARK Autonomous Technology & Robotics ETF
Fund S000042976 · Registered fund · Jul 31, 2026
ARK ETF Trust, not summed
663,602
27
RBC Millennium GST Non-Exempt Trust
Insider CIK 2074752 · Dec 11, 2025
10% Owner, issuer-wide, not summed
772,405
27.1
The RBC Millennium GST Non-Exempt Trust
13D CIK 2074752 · Unknown · Jun 12, 2025
165,647,479
28
MILLENNIUM MANAGEMENT LLC
13F CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
770,980
29
VANGUARD SMALL-CAP INDEX FUND
Fund S000002845 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
757,013
30
TCW GROUP INC
13F CIK 850401 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
728,481
30.1
TCW Artificial Intelligence ETF
Fund S000084288 · Registered fund · Jul 31, 2026
TCW ETF Trust, not summed
54,525
30.2
TCW Transform Supply Chain ETF
Fund S000077466 · Registered fund · Jul 31, 2026
TCW ETF Trust, not summed
2,926
31
VANGUARD MID-CAP INDEX FUND
Fund S000002844 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
712,742
32
EXCHANGE TRADED CONCEPTS, LLC
13F CIK 1457320 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
688,141
32.1
ROBO Global Robotics and Automation Index ETF
Fund S000042659 · Registered fund · Jul 31, 2026
EXCHANGE TRADED CONCEPTS TRUST, not summed
702,373
33
VANGUARD EXTENDED MARKET INDEX FUND
Fund S000002841 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
688,082
34
KANE CHARLES
Insider CIK 1203561 · Oct 1, 2026
Director, issuer-wide, not summed
671,205
35
Legal & General Group Plc
13F CIK 764068 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
638,977
36
Navis Wealth Advisors, LLC
13F CIK 1849055 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
615,291
37
Allspring Global Investments Holdings, LLC
13F CIK 1890906 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
586,310
37.1
Allspring Growth Fund
Fund S000007267 · Registered fund · Jul 31, 2026
ALLSPRING FUNDS TRUST, not summed
67,496
37.2
Allspring Innovation Fund
Fund S000007340 · Registered fund · Jun 30, 2026
ALLSPRING FUNDS TRUST, not summed
42,884
37.3
Allspring VT Discovery All Cap Growth Fund
Fund S000029416 · Registered fund · Jun 30, 2026
Allspring VARIABLE TRUST, not summed
6,498
38
STATE STREET CORP
13F CIK 93751 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
557,007
38.1
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF
Fund S000063362 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
96,448
38.2
State Street Balanced Index Fund
Fund S000082802 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
331
39
UBS Group AG
13F CIK 1610520 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
520,420
40
Trexquant Investment LP
13F CIK 1633445 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
499,408
41
S SQUARED TECHNOLOGY, LLC
13F CIK 1322924 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
487,126
42
FRONTIER CAPITAL MANAGEMENT CO LLC
13F CIK 351173 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
481,154
43
Morgan Stanley Discovery Portfolio
Fund S000011089 · Registered fund · Jun 30, 2026
Brighthouse Funds Trust I, not summed
464,867
44
BNP PARIBAS ARBITRAGE, SA
13F CIK 1166588 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
461,507
45
VANGUARD SMALL-CAP GROWTH INDEX FUND
Fund S000002846 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
434,513
46
Point72 Asset Management, L.P.
13F CIK 1603466 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
400,546
47
KRASNOW TODD
Insider CIK 1526378 · Oct 5, 2026
Director, issuer-wide, not summed
397,036
48
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
381,719
48.1
Schwab U.S. Small-Cap ETF
Fund S000026636 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
284,974
48.2
Schwab U.S. Broad Market ETF
Fund S000026631 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
34,996
48.3
Schwab Total Stock Market Index Fund
Fund S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
34,706
48.4
Schwab 1000 Index Fund
Fund S000006807 · Registered fund · Jul 31, 2026
SCHWAB INVESTMENTS, not summed
20,462
48.5
Schwab 1000 Index ETF
Fund S000059091 · Registered fund · May 31, 2026
SCHWAB STRATEGIC TRUST, not summed
4,876
49
JPMorgan U.S. Tech Leaders ETF
Fund S000080536 · Registered fund · Jun 30, 2026
J.P. Morgan Exchange-Traded Fund Trust, not summed
379,609
50
VANGUARD FIDUCIARY TRUST CO
13F CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
375,810

21 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 509 holders

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Key facts CIK 1837240 CUSIP 87151X101 13F (30d) 49 filings 43 filers Visit website Investor relations