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 34.49% 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	49.45%	15.98%	34.57%
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	34.49%	$2.12B
Walmart	15.00M	12.99%	$798.00M
Baillie gifford	12.48M	10.81%	$663.93M
Svf sponsor iii (de)	9.09M	8.32%	$489.95M
Vanguard group	6.93M	6.00%	$412.46M
Jpmorgan chase	2.36M	2.05%	$112.06M
Morgan stanley	2.33M	2.02%	$123.97M
Fmr	1.82M	1.58%	$96.91M
Blackrock funding, inc. /de	1.44M	1.25%	$76.84M
Goldman sachs group	1.34M	1.16%	$71.06M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Svf sponsor iii (de)	9.09M	100.00%	$489.95M
Walmart	15.00M	94.96%	$798.00M
Softbank group	39.83M	18.57%	$2.12B
S squared	369.13K	7.43%	$19.64M
Amanah trust	510.00K	5.49%	$27.49B
Tanaka capital management	43.45K	4.22%	$2.34M
Navis wealth advisors	66.79K	1.81%	$3.55M
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
Goldman sachs group	1.34M	0.01%	463.16K
Canada pension plan investment board	396.00K	0.01%	391.10K
Vanguard fiduciary trust	364.85K	0.01%	364.85K
Uss investment management	281.98K	0.06%	281.98K

Top Sellers

Holder	Shares	% Assets	Change
Navis wealth advisors	66.79K	1.81%	-26.02M
Ghisallo capital management	250.00K	0.37%	-809.40K
Jane street group	-	-	-714.25K
Ubs group	398.94K	0.00%	-501.53K
Lord, abbett	-	-	-400.00K

New Positions

Holder	Shares	% Assets	Change	Value
Vanguard fiduciary trust	364.85K	0.01%	364.85K	$19.41M
Uss investment management	281.98K	0.06%	281.98K	$15.00M
Sierra summit advisors	259.08K	1.30%	259.08K	$11.65M
Voloridge investment management	229.62K	0.04%	229.62K	$12.38M
Axa investment managers	220.93K	0.03%	220.93K	$11.91M

Sold Out

Holder	Change
Prestige wealth management group	-1.00
Dinuzzo private wealth	-1.00
Capital performance advisors llp	-1.00
Vermillion wealth management	-2.00
Sandy spring bank	-5.00

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 Growth Index Investor	2.00M	1.57%	502.77K
Baillie Gifford WW L/T Glb Gr B USD Acc	1.13M	0.89%	4.92K
Columbia Cornerstone Growth	1.10M	0.86%	1.10M
Columbia Cornerstone Growth SMA Cmp	1.10M	0.86%	1.10M
Columbia Cornerstone Growth Inst	980.33K	0.77%	980.33K
Global X Robotics & Artfcl Intllgnc ETF	946.76K	0.74%	-
Vanguard US Total Market Shares ETF	798.10K	0.74%	12.68K
JPM US Technology A dist USD	876.30K	0.69%	221.21K
Vanguard Small Cap Index	759.25K	0.60%	-1.64K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 27, 2026	Boyd William M III	Chief Strategy Officer	Sell	$232.50K
Jul 27, 2026	Boyd William M III	Chief Strategy Officer	Sell	$144.86K
Jul 24, 2026	Alexander Brian Daniel	SVP, Commercial	Sell	$367.95K
Jul 24, 2026	Freve Maria G	See Remarks	Sell	$90.39K
Jul 24, 2026	Kuffner James	Chief Technology Officer	Sell	$766.70K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	9
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, 34.49%), Walmart (15M shares, 12.99%), and Baillie gifford (12.48M shares, 10.81%). Together, they hold 58.29% 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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