Symbotic Ownership | Who Owns Symbotic?

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Symbotic Ownership Summary

Symbotic is owned by 92.77% institutional investors, 13.61% insiders. Softbank group is the largest institutional shareholder, holding 31.72% of SYM shares. Vanguard Morn Total Stk Mkt Idx Investor is the top mutual fund, with 1.65% of its assets in Symbotic shares.

SYM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Symbotic	92.77%	13.61%	-6.38%
Sector	Industrials Stocks	67.83%	16.49%	15.68%
Industry	Industrial Machinery Stocks	139.45%	11.60%	-51.05%
Idea	Artificial Intelligence Stocks List	70.69%	4.62%	24.68%

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 %
Jun 30, 2026	448	1.13%	116,458,469	2.87%	92	1.14%	265	21.56%	83	-22.43%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Morn Total Stk Mkt Idx Investor	2.10M	1.65%	-3.71K
Vanguard Total Stock Mkt Idx Inv	2.10M	1.65%	-3.71K
Vanguard MStar Total Stk Mkt Idx Invest	2.10M	1.63%	7.50K
Vanguard Growth Index Investor	2.00M	1.57%	502.77K
Vanguard Morn Growth Index Investor	2.00M	1.57%	502.77K
Vanguard MStar Growth Index Investor	1.99M	1.54%	-11.54K
Columbia Cornerstone Growth Inst	1.27M	0.98%	288.31K
Baillie Gifford WW L/T Glb Gr B USD Acc	1.12M	0.88%	-3.88K
JPM US Technology A dist USD	1.12M	0.87%	243.91K
Columbia Cornerstone Growth SMA Cmp	1.10M	0.86%	1.10M

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 08, 2026	KRASNOW TODD	-	Sell	$64.72K
Sep 08, 2026	KRASNOW TODD	-	Sell	$22.42K
Sep 01, 2026	KANE CHARLES	-	Sell	$78.00K
Aug 24, 2026	Kuffner James	Chief Technology Officer	Sell	$160.42K
Aug 03, 2026	KANE CHARLES	-	Sell	$86.42K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	19
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 92.77%, followed by 13.61% insiders and -6.38% retail investors. The average institutional ownership in Symbotic's industry, Industrial Machinery Stocks, is 139.45%, 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 Morn Total Stk Mkt Idx Investor 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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