SYM · Symbotic Inc. · Shareholders & Ownership
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 positionsNo 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 | As of | Notes |
|---|---|---|---|---|
| 1 |
|
151,882,666 | ||
| 1.1 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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.
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