Symbotic Ownership | Who Owns Symbotic?
Symbotic Ownership Summary
Symbotic is owned by 33.30% institutional investors, 15.69% insiders, and 51.01% retail investors. 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 | 33.30% | 15.69% | 51.01% |
| Sector | Industrials Stocks | 46.82% | 12.58% | 40.60% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Industrial Machinery Stocks | 54.58% | 8.80% | 36.63% |
| Idea | Artificial Intelligence Stocks List | 44.87% | 4.70% | 50.44% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Softbank group | 39.83M | 36.47% | $2.15B |
| Walmart | 15.00M | 13.74% | $808.50M |
| Baillie gifford | 12.68M | 11.62% | $683.65B |
| Svf sponsor iii (de) | 9.09M | 8.32% | $489.95M |
| Vanguard group | 4.70M | 4.30% | $253.06M |
| Toroso investments | 1.87M | 1.71% | $100.87M |
| Morgan stanley | 1.37M | 1.25% | $73.59M |
| Mirae asset global etfs | 1.29M | 1.19% | $69.78M |
| Ubs group | 1.11M | 1.01% | $59.60M |
| Blackrock funding, inc. /de | 1.07M | 0.98% | $57.51M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Svf sponsor iii (de) | 9.09M | 100.00% | $489.95M |
| Walmart | 15.00M | 98.41% | $808.50M |
| Softbank group | 39.83M | 8.27% | $2.15B |
| S squared | 350.00K | 7.17% | $18.86M |
| Amanah trust | 510.00K | 5.49% | $27.49B |
| Tanaka capital management | 43.45K | 4.22% | $2.34M |
| Robocap asset management | 72.57K | 2.49% | $3.91M |
| Investors towarzystwo funduszy inwestycyjnych spolka akcyjna | 78.22K | 1.69% | $4.22M |
| Register financial advisors | 77.24K | 1.64% | $4.16M |
| Bourne lent asset management | 88.36K | 1.33% | $3.43M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Toroso investments | 1.87M | 0.20% | 1.87M |
| Allspring global investments | 590.30K | 0.06% | 590.30K |
| Renaissance | 727.90K | 0.05% | 318.40K |
| Blackrock | 980.08K | 0.00% | 266.56K |
| Franklin resources | 274.15K | 0.00% | 265.82K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Baillie gifford | 12.68M | 0.51% | -756.37K |
| Adage capital partners gp | - | - | -415.00K |
| Frontier capital management | 193.28K | 0.09% | -361.28K |
| Thematics asset management | 255.47K | 0.62% | -356.03K |
| Millennium management | 21.17K | 0.00% | -286.19K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Allspring global investments | 590.30K | 0.06% | 590.30K | $34.30M |
| Voloridge investment management | 229.62K | 0.04% | 229.62K | $12.38M |
| Tudor investment corp et al | 222.55K | 0.02% | 222.55K | $12.00M |
| Axa investment managers | 220.93K | 0.03% | 220.93K | $11.91M |
| Slow capital | 107.50K | 0.68% | 107.50K | $5.79M |
Sold Out
| Holder | Change |
|---|---|
| Prestige wealth management group | -1.00 |
| Capital performance advisors llp | -1.00 |
| Sandy spring bank | -5.00 |
| Synergy asset management | -10.00 |
| Riggs asset managment | -16.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 161 | -46.33% | 36,361,929 | -63.96% | 33 | 0.39% | 85 | -48.80% | 39 | -33.90% |
| 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% |
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 | 1.10% | - |
| Baillie Gifford WW L/T Glb Gr B USD Acc | 1.15M | 1.04% | -40.88K |
| 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 | 558.36K | 0.50% | -28.29K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 17, 2025 | Freve Maria G | See Remarks | Sell | $96.93K |
| Nov 04, 2025 | KRASNOW TODD | - | Sell | $22.04K |
| Nov 04, 2025 | KRASNOW TODD | - | Sell | $13.60K |
| Nov 04, 2025 | KRASNOW TODD | - | Sell | $75.97K |
| Nov 04, 2025 | KRASNOW TODD | - | Sell | $65.61K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 29 |
| 2025 Q3 | - | 38 |
| 2025 Q2 | - | 20 |
| 2025 Q1 | - | 14 |
| 2024 Q4 | - | 11 |
SYM Ownership FAQ
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