Symbotic Inc. - Class A Common Stock (SYM) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2022 to Q4 2025

Type / Class: Equity / Class A Common Stock
Symbol: SYM on Nasdaq
Shares outstanding: 121,970,588
Price per share: $55.10
All holders as of 31 Dec 2025: Q4 2025
Total 13F shares: 112,872,905
Total reported value: $6,721,122,957
% of total 13F portfolios: 0.02%
Share change: +8,879,834
Value change: +$533,088,473
Number of holders: 395
Price from insider filings: $55.10

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of Symbotic Inc. - Class A Common Stock (SYM) based on Schedule 13D/G filings

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
RBC Millennium GST Non-Exempt Trust	60%		$4,793,838,042		165,647,479		The RBC Millennium GST Non-Exempt Trust	12 Jun 2025
Walmart Inc.	45%		$1,678,191,090		76,350,823		Walmart Inc.	15 Jan 2025
Cohen Richard B	29%	-1.4%	$2,242,341,313		45,446,723	0%	Richard B. Cohen	19 Sep 2025
SOFTBANK GROUP CORP.	38%		$3,005,585,348		45,415,312		SoftBank Group Corp.	04 Dec 2025
BAILLIE GIFFORD & CO	10%	-18%	$881,071,620	-$70,757,183	12,441,000	-7.4%	BAILLIE GIFFORD & CO	31 Dec 2025
VANGUARD GROUP INC	5.7%		$412,463,401		6,932,158		The Vanguard Group	31 Dec 2025

As of 31 Dec 2025, 395 institutional investors reported holding 112,872,905 shares of Symbotic Inc. - Class A Common Stock (SYM). This represents 93% of the company’s total 121,970,588 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Symbotic Inc. - Class A Common Stock (SYM) together control 83% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution	Ownership %	Shares Held	Share Change %	Portfolio %	Holdings Value
SOFTBANK GROUP CORP.	33%	39,825,312	0%	15%	$2,369,606,064
Walmart Inc.	12%	15,000,000	0%	92%	$892,500,000
BAILLIE GIFFORD & CO	10%	12,441,000	-1.9%	0.62%	$740,239,499
VANGUARD GROUP INC	5.7%	6,932,158	+48%	0.01%	$412,463,401
SVF Sponsor III (DE) LLC	4.6%	5,590,000	-39%	100%	$332,605,000
MORGAN STANLEY	2.1%	2,530,873	+85%	0.01%	$150,587,000
JPMORGAN CHASE & CO	1.8%	2,174,372	+8245%	0.01%	$129,375,195
FMR LLC	1.4%	1,712,079	+2707%	0.01%	$101,868,709
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	1.1%	1,331,765	+2.9%	0.12%	$79,273,773
BlackRock, Inc.	1%	1,261,539	+18%	0%	$75,061,545
BANK OF AMERICA CORP /DE/	1%	1,215,529	+53%	0.01%	$72,323,976
Ghisallo Capital Management LLC	0.87%	1,059,400		2.8%	$63,034,300
RAYMOND JAMES FINANCIAL INC	0.78%	952,118	+5.5%	0.02%	$56,651,022
RENAISSANCE TECHNOLOGIES LLC	0.74%	905,700	+24%	0.08%	$53,889,150
UBS Group AG	0.74%	900,474	-19%	0.01%	$53,578,203
GOLDMAN SACHS GROUP INC	0.72%	872,600	+238%	0.01%	$51,919,700
CITADEL ADVISORS LLC	0.68%	832,009		0.03%	$49,504,536
GEODE CAPITAL MANAGEMENT, LLC	0.6%	727,309	+17%	0%	$43,288,707
Allspring Global Investments Holdings, LLC	0.6%	726,411	+23%	0.08%	$47,122,282
JANE STREET GROUP, LLC	0.59%	714,250		0.05%	$42,497,875
TWO SIGMA INVESTMENTS, LP	0.58%	713,306	+186%	0.06%	$42,441,707
ARK Investment Management LLC	0.53%	642,913	+9%	0.25%	$38,253,324
MARSHALL WACE, LLP	0.47%	571,381		0.03%	$33,997,174
TCW GROUP INC	0.46%	562,560	+11%	0.24%	$33,472,321
STATE STREET CORP	0.4%	486,716	+35%	0%	$28,959,602

Institutional Holders of Symbotic Inc. - Class A Common Stock (SYM) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price (Median)	Investors
2025 Q4	112,872,905	$6,721,122,957	+$533,088,473	$147,601,650	$173,712,868	$59.50	395
2025 Q3	104,894,018	$5,657,011,374	+$107,288,453	$267,590,892	$284,334,528	$53.90	329
2025 Q2	103,046,202	$4,003,652,201	+$12,465,568	$71,830,005	$116,800,500	$38.85	274
2025 Q1	103,234,960	$2,086,306,365	+$4,801,224	$42,215,928	$42,624,039	$20.21	215
2024 Q4	102,512,191	$2,431,147,300	-$32,730,302	$69,764,618	$51,648,971	$23.71	216
2024 Q3	88,215,235	$2,151,706,745	+$123,328,357	$88,089,034	$53,608,256	$24.39	208
2024 Q2	82,500,861	$2,900,744,746	+$192,942,590	$42,677,208	$73,530,108	$35.16	237
2024 Q1	75,584,051	$3,401,015,108	+$453,092,507	$43,542,500	$57,784,500	$45.00	232
2023 Q4	65,183,734	$3,345,712,219	+$195,907,092	$52,392,397	$60,687,059	$51.33	196
2023 Q3	61,418,000	$2,053,287,456	+$599,944,943	$8,210,408	$11,008,499	$33.43	151
2023 Q2	43,032,674	$1,842,140,009	+$140,456,586	$25,322,109	$11,836,965	$42.81	127
2023 Q1	39,824,506	$909,580,620	+$578,028,062	$1,048,356	$662,360	$22.84	79
2022 Q4	34,847,969	$416,083,932	+$7,757,012	$918,186	$832,218	$11.94	48
2022 Q3	25,060,763	$288,195,000	+$2,630,545	$2,233,000	$1,264,000	$11.50	37
2022 Q2	24,905,188	$272,633,000	+$272,633,000			$10.97	17