Symbotic Ownership | Who Owns Symbotic?

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Symbotic Ownership Summary

Symbotic is owned by 35.25% institutional investors, 13.83% insiders, and 50.92% retail investors. Softbank group is the largest institutional shareholder, holding 31.72% of SYM shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.65% of its assets in Symbotic shares.

SYM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Symbotic	35.25%	13.83%	50.92%
Sector	Industrials Stocks	49.20%	16.03%	34.77%
Industry	Industrial Machinery Stocks	45.31%	11.72%	42.98%
Idea	Artificial Intelligence Stocks List	57.88%	5.08%	37.05%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Softbank group	39.83M	31.72%	$1.79B
Walmart	15.00M	11.95%	$674.25M
Baillie gifford	12.26M	9.77%	$551.26M
Svf sponsor iii (de)	9.09M	8.32%	$489.95M
Vanguard group	6.93M	6.00%	$412.46M
Morgan stanley	3.87M	3.08%	$173.85M
Jpmorgan chase	2.89M	2.30%	$121.90M
Vanguard capital management	2.85M	2.27%	$128.17M
Ameriprise financial	2.01M	1.60%	$90.41M
Blackrock funding, inc. /de	1.76M	1.40%	$78.97M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Svf sponsor iii (de)	9.09M	100.00%	$489.95M
Walmart	15.00M	91.61%	$674.25M
Navis wealth advisors	615.29K	10.49%	$27.66M
Softbank group	39.83M	9.85%	$1.79B
S squared	487.13K	6.79%	$21.90M
Amanah trust	510.00K	5.49%	$27.49B
Tanaka capital management	43.45K	4.22%	$2.34M
Bourne lent asset management	89.71K	1.39%	$4.03M
Sierra summit advisors	259.08K	1.30%	$11.65M
Taylor frigon capital management	60.70K	1.28%	$2.73M

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	6.93M	0.01%	2.24M
Ameriprise financial	2.01M	0.02%	1.96M
Morgan stanley	3.87M	0.01%	1.54M
Daiwa securities group	947.27K	0.08%	947.27K
Navis wealth advisors	615.29K	10.49%	548.50K

Top Sellers

Holder	Shares	% Assets	Change
Jane street group	-	-	-714.25K
Franklin resources	7.31K	0.00%	-537.68K
Hood river capital management	-	-	-524.41K
Burkehill global management, lp	-	-	-475.00K
Goldman sachs group	935.61K	0.00%	-400.15K

New Positions

Holder	Shares	% Assets	Change	Value
Daiwa securities group	947.27K	0.08%	947.27K	$42.58M
Sixth street partners management company	381.72K	0.00%	381.72K	$17.16M
Rpg investment advisory	266.96K	1.23%	266.96K	$12.00M
Sierra summit advisors	259.08K	1.30%	259.08K	$11.65M
Driehaus capital management	257.50K	0.07%	257.50K	$11.57M

Sold Out

Holder	Change
Dunhill financial	-1.00
Dinuzzo private wealth	-1.00
Prestige wealth management group	-1.00
Capital performance advisors llp	-1.00
Vermillion wealth management	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	240	-45.21%	40,706,274	-70.71%	35	0.24%	118	-51.04%	51	-50.49%
Dec 31, 2025	157	-58.24%	38,700,353	-63.11%	33	0.36%	76	-62.38%	44	-52.69%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	2.10M	1.65%	-3.71K
Vanguard Morn Total Stk Mkt Idx Investor	2.10M	1.65%	-3.71K
Vanguard Growth Index Investor	2.00M	1.57%	502.77K
Vanguard Morn Growth Index Investor	2.00M	1.57%	502.77K
Baillie Gifford WW L/T Glb Gr B USD Acc	1.12M	0.88%	-3.88K
Columbia Cornerstone Growth SMA Cmp	1.10M	0.86%	1.10M
Columbia Cornerstone Growth	1.10M	0.86%	1.10M
Columbia Cornerstone Growth Inst	980.33K	0.77%	980.33K
Vanguard US Total Market Shares ETF	798.10K	0.74%	12.68K
Global X Robotics & Artfcl Intllgnc ETF	945.81K	0.73%	-2.75K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 03, 2026	KANE CHARLES	-	Sell	$86.42K
Aug 03, 2026	KRASNOW TODD	-	Sell	$53.04K
Aug 03, 2026	KRASNOW TODD	-	Sell	$8.49K
Aug 03, 2026	KRASNOW TODD	-	Sell	$26.79K
Aug 03, 2026	KRASNOW TODD	-	Sell	$2.22K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	15
2026 Q2	-	34
2026 Q1	-	37
2025 Q4	-	44
2025 Q3	-	38

SYM Ownership FAQ

Who Owns Symbotic?

Symbotic shareholders are primarily institutional investors at 35.25%, followed by 13.83% insiders and 50.92% retail investors. The average institutional ownership in Symbotic's industry, Industrial Machinery Stocks, is 45.31%, which Symbotic falls below.

Who owns the most shares of Symbotic?

Symbotic’s largest shareholders are Softbank group (39.83M shares, 31.72%), Walmart (15M shares, 11.95%), and Baillie gifford (12.26M shares, 9.77%). Together, they hold 53.44% of Symbotic’s total shares outstanding.

Does Blackrock own Symbotic?

BlackRock is not among the top 10 institutional shareholders of Symbotic.

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 489.95M$.

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 1.65% of its total shares outstanding invested in 2.1M Symbotic shares.

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