Symbotic Ownership | Who Owns Symbotic?

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Symbotic Ownership Summary

Symbotic is owned by 94.28% institutional investors, 15.70% insiders. Softbank group is the largest institutional shareholder, holding 36.47% of SYM shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.53% of its assets in Symbotic shares.

SYM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Symbotic	94.28%	15.70%	-9.98%
Sector	Industrials Stocks	64.11%	12.70%	23.19%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Industrial Machinery Stocks	74.87%	9.25%	15.88%
Idea	Artificial Intelligence Stocks List	690.10%	4.71%	-594.81%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Softbank group	39.83M	36.47%	$1.55B
Baillie gifford	13.90M	14.53%	$329.68M
Walmart	15.00M	13.74%	$582.75M
Svf sponsor iii (de)	9.09M	8.32%	$353.15M
Vanguard group	4.97M	5.19%	$117.85M
Mirae asset global etfs	1.16M	1.21%	$27.47M
Ubs group	978.52K	1.02%	$23.20M
Fmr	968.16K	1.01%	$22.95M
Blackrock	980.08K	0.96%	$34.46M
Blackrock funding, inc. /de	988.26K	0.91%	$38.39M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Svf sponsor iii (de)	9.09M	100.00%	$353.15M
Walmart	15.00M	98.23%	$582.75M
S squared	480.00K	7.86%	$18.65M
Softbank group	39.83M	6.20%	$1.55B
Tanaka capital management	72.69K	3.94%	$1.72M
Robocap asset management	95.41K	2.34%	$3.71M
O'neil global advisors	219.17K	1.96%	$8.52M
Taylor frigon capital management	76.67K	1.58%	$2.98M
Bourne lent asset management	88.36K	1.33%	$3.43M
Register financial advisors	109.42K	1.30%	$2.59M

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	4.97M	0.00%	1.45M
Ubs group	978.52K	0.00%	833.96K
Bnp paribas arbitrage, snc	449.69K	0.01%	449.69K
Blackrock	980.08K	0.00%	266.56K
O'neil global advisors	219.17K	1.96%	219.17K

Top Sellers

Holder	Shares	% Assets	Change
Voloridge investment management	-	-	-558.31K
Goldman sachs group	184.11K	0.00%	-500.31K
Zevenbergen capital investments	141.75K	0.11%	-421.12K
Adage capital partners gp	-	-	-415.00K
Millennium management	21.17K	0.00%	-286.19K

New Positions

Holder	Shares	% Assets	Change	Value
Bnp paribas arbitrage, snc	449.69K	0.01%	449.69K	$10.66M
O'neil global advisors	219.17K	1.96%	219.17K	$8.52M
Y-intercept (hong kong)	141.66K	0.13%	141.66K	$5.50M
Susquehanna portfolio strategies	80.72K	0.07%	80.72K	$3.14M
Sei investments	58.34K	0.00%	58.34K	$1.38M

Sold Out

Holder	Change
Prestige wealth management group	-1.00
Jfs wealth advisors	-1.00
Capital performance advisors llp	-1.00
Northwestern mutual wealth management	-3.00
Sandy spring bank	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	304	19.22%	102,957,212	-0.27%	94	1.03%	166	27.69%	62	24.00%
Mar 31, 2025	252	2.02%	103,143,726	0.65%	95	1.03%	128	4.07%	50	-20.63%
Dec 31, 2024	234	-1.27%	102,034,842	16.74%	106	1.48%	117	-10.69%	57	14.00%
Sep 30, 2024	234	-10.34%	87,339,735	5.99%	84	1.31%	128	-12.93%	50	-10.71%
Jun 30, 2024	261	-1.88%	82,401,320	8.45%	80	1.21%	147	-16.48%	56	64.71%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	1.69M	1.53%	-36.23K
Vanguard Small Cap Index	1.32M	1.20%	-8.12K
Global X Robotics & Artfcl Intllgnc ETF	1.22M	1.12%	-
Baillie Gifford WW L/T Glb Gr B USD Acc	1.20M	1.10%	-3.63K
Vanguard Growth Index Investor	1.11M	1.03%	1.00K
Vanguard US Total Market Shares ETF	798.10K	0.74%	12.68K
Vanguard Small Cap Growth Index Inv	747.85K	0.68%	-9.00
Thematics AI and Robotics I/A USD	662.61K	0.61%	2.07K
Fidelity Trend	605.50K	0.56%	-
Baillie Gifford L/T Glb Gr Invm B Acc	586.65K	0.54%	-41.47K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 19, 2025	KANE CHARLES	-	Sell	$44.84K
Aug 19, 2025	KANE CHARLES	-	Sell	$248.87K
Aug 19, 2025	KANE CHARLES	-	Sell	$566.19K
Aug 19, 2025	KANE CHARLES	-	Sell	$330.56K
Aug 18, 2025	Freve Maria G	See Remarks	Sell	$103.86K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	30
2025 Q2	-	20
2025 Q1	-	14
2024 Q4	-	11
2024 Q3	-	10

SYM Ownership FAQ

Who Owns Symbotic?

Symbotic shareholders are primarily institutional investors at 94.28%, followed by 15.70% insiders and -9.98% retail investors. The average institutional ownership in Symbotic's industry, Industrial Machinery Stocks, is 74.87%, which Symbotic exceeds.

Who owns the most shares of Symbotic?

Symbotic’s largest shareholders are Softbank group (39.83M shares, 36.47%), Baillie gifford (13.9M shares, 14.53%), and Walmart (15M shares, 13.74%). Together, they hold 64.74% of Symbotic’s total shares outstanding.

Does Blackrock own Symbotic?

Yes, BlackRock owns 0.96% of Symbotic, totaling 980.08K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 34.46M$. In the last quarter, BlackRock increased its holdings by 266.56K shares, a 37.36% change.

Who is Symbotic’s biggest shareholder by percentage of total assets invested?

Svf sponsor iii (de) is Symbotic’s biggest shareholder by percentage of total assets invested, with 100.00% of its assets in 9.09M Symbotic shares, valued at 353.15M$.

Who is the top mutual fund holder of Symbotic shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Symbotic shares, with 1.53% of its total shares outstanding invested in 1.69M Symbotic shares.

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