13F reference period
Q3 2026
Security Snapshot
Symbotic Inc. - Class A Common Stock, par value $0.0001 per share (SYM) Institutional Ownership
CUSIP: 87151X101
13F Institutional Holders and Ownership History from Q2 2022 to Q3 2026
Institutions Reporting
236
Shares (Excl. Options)
55.02M
Full value: 55,022,183 · shares · 30 Sep 2026Price
$42.07
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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- Security type / class
- Equity / Class A Common Stock, par value $0.0001 per share
- Symbol
- SYM on Nasdaq
- All holders as of 30 Sep 2026
- Q3 2026
- Total 13F shares
- 55,022,183
- Total 13F value
- $2,314,427,993
- Portfolio coverage rank
- 0%
- Share change
- +3,133,441
- Value change
- +$128,929,747
- Number of holders
- 236
- Shares outstanding
- 191,355,446
- SEC-reported price per share
- $42.87
- Insider filing price
- $42.87
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- SYM - Symbotic Inc. - Class A Common Stock, par value $0.0001 per share is tracked under CUSIP 87151X101.
- 236 institutions reported positions in Q3 2026.
- 8 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 419 to 236 between Q2 2026 and Q3 2026.
- SEC-reported value moved from to
$5.21B
Full value: $5,213,628,575 · USD · 30 Jun 2026.$2.31B
Full value: $2,314,427,993 · USD · 30 Sep 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 236 institutions filings for Q3 2026.
Security key
87151X101
13F reference period
Q3 2026
13F holders
236
13D/G owners
8
CIK / CUSIP context first
Open Q3 2026 holders
SYM full holder history
Symbotic Inc. SEC filings
Symbotic Inc. company facts
Symbotic Inc. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 87151X101:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
8
Security
SYM
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| Ladensohn David A | 58% | $10,147,327,889 | 176,936,842 | David A. Ladensohn | 15 May 2026 | |||
| 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. | 40% | -12% | $3,239,565,420 | 76,350,823 | 0% | Walmart Inc. | 05 Aug 2026 | |
| Cohen Richard B | 29% | -1.4% | $2,242,341,313 | 45,446,723 | 0% | Richard B. Cohen | 19 Sep 2025 | |
| SOFTBANK GROUP CORP. | 31% | -17% | $2,043,835,012 | -$286,878,800 | 39,825,312 | -12% | SoftBank Group Corp. | 27 May 2026 |
| BAILLIE GIFFORD & CO | 10% | -18% | $881,071,620 | -$70,757,183 | 12,441,000 | -7.4% | BAILLIE GIFFORD & CO | 31 Dec 2025 |
| Wright Ronald M | 7.9% | $622,676,707 | 10,857,484 | Ronald M. Wright | 15 May 2026 | |||
| VANGUARD GROUP INC | 5.7% | $412,463,401 | 6,932,158 | The Vanguard Group | 31 Dec 2025 |
As of 30 Sep 2026,
236
institutional investors reported holding
shares of
Symbotic Inc. - Class A Common Stock, par value $0.0001 per share (SYM).
This represents
29%
of the company’s total
outstanding shares.
55.02M
Full value: 55,022,183 · shares · 30 Sep 2026191.36M
Full value: 191,355,446 · shares · Stored outstanding share count13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
27%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| Walmart Inc. | 7.8% | 15,000,000 | 0% | 94% | $631,050,000 |
| BAILLIE GIFFORD & CO | 6.4% | 12,185,682 | -0.64% | 0.48% | $512,651,642 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.7% | 5,178,989 | +21% | 0.01% | $217,880,067 |
| MORGAN STANLEY | 2.5% | 4,752,780 | +23% | 0.01% | $199,949,549 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.7% | 3,170,411 | +11% | 0% | $133,379,191 |
| NORDEA INVESTMENT MANAGEMENT AB | 0.71% | 1,367,108 | 0.05% | $57,281,826 | |
| Daiwa Securities Group Inc. | 0.55% | 1,061,323 | +12% | 0.1% | $44,649,859 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.5% | 950,364 | +15% | 0% | $39,996,568 |
| RAYMOND JAMES FINANCIAL INC | 0.48% | 917,917 | +1.5% | 0.01% | $38,616,769 |
| RENAISSANCE TECHNOLOGIES LLC | 0.45% | 857,400 | -11% | 0.05% | $36,070,818 |
| ARK Investment Management LLC | 0.39% | 742,917 | -6.8% | 0.18% | $31,254,518 |
| EXCHANGE TRADED CONCEPTS, LLC | 0.36% | 687,976 | -0.02% | 0.13% | $28,943,150 |
| Navis Wealth Advisors, LLC | 0.32% | 615,291 | 0% | 9.6% | $25,885,292 |
| STATE STREET CORP | 0.32% | 603,030 | +8.3% | 0% | $25,369,472 |
| VANGUARD FIDUCIARY TRUST CO | 0.24% | 451,431 | +20% | 0% | $18,991,702 |
| BNP PARIBAS FINANCIAL MARKETS | 0.22% | 421,235 | 0.01% | $17,721,356 | |
| USS Investment Management Ltd | 0.17% | 320,860 | 0% | 0.05% | $13,503,393 |
| FIRST TRUST ADVISORS LP | 0.16% | 304,817 | +1.7% | 0.01% | $12,823,651 |
| Amundi | 0.14% | 262,456 | +34% | 0% | $11,041,524 |
| MIROVA | 0.13% | 242,919 | +12% | 0.38% | $10,219,602 |
| LPL Financial LLC | 0.13% | 241,189 | -21% | 0% | $10,146,821 |
| Mitsubishi UFJ Trust & Banking Corp | 0.12% | 227,517 | -14% | 0.02% | $9,571,640 |
| Krane Funds Advisors LLC | 0.11% | 217,198 | 0.33% | $9,137,520 | |
| Invesco Ltd. | 0.08% | 156,534 | +71% | 0% | $6,585,385 |
| RPG Investment Advisory, LLC | 0.08% | 152,687 | -43% | 1.2% | $6,423,542 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
18
Headline period
Q3 2026
Rows shown
1-18 of 18
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 55,022,183 | $2,314,427,993 | +$128,929,747 | $42.07 | 236 |
| 2026 Q2 | 116,173,314 | $5,213,628,575 | +$63,728,037 | $44.95 | 419 |
| 2026 Q1 | 113,207,243 | $6,009,955,662 | -$10,792,133 | $53.20 | 411 |
| 2025 Q4 | 112,898,358 | $6,722,637,381 | +$505,690,266 | $59.50 | 400 |
| 2025 Q3 | 104,888,362 | $5,656,706,515 | +$106,983,594 | $53.90 | 328 |
| 2025 Q2 | 103,046,202 | $4,003,652,201 | +$12,465,568 | $38.85 | 274 |
| 2025 Q1 | 103,234,960 | $2,086,306,365 | +$4,801,224 | $20.21 | 215 |
| 2024 Q4 | 102,512,191 | $2,431,147,300 | -$32,730,302 | $23.71 | 216 |
| 2024 Q3 | 88,215,235 | $2,151,706,745 | +$123,328,357 | $24.39 | 208 |
| 2024 Q2 | 82,500,861 | $2,900,744,746 | +$192,942,590 | $35.16 | 237 |
| 2024 Q1 | 75,584,051 | $3,401,015,108 | +$453,092,507 | $45.00 | 232 |
| 2023 Q4 | 65,183,734 | $3,345,712,219 | +$195,907,092 | $51.33 | 196 |
| 2023 Q3 | 61,418,000 | $2,053,287,456 | +$599,944,943 | $33.43 | 151 |
| 2023 Q2 | 43,032,674 | $1,842,140,009 | +$140,456,586 | $42.81 | 127 |
| 2023 Q1 | 39,824,506 | $909,580,620 | +$578,028,062 | $22.84 | 79 |
| 2022 Q4 | 34,847,969 | $416,083,932 | +$7,757,012 | $11.94 | 48 |
| 2022 Q3 | 25,060,763 | $288,195,000 | +$2,630,545 | $11.50 | 37 |
| 2022 Q2 | 24,905,188 | $272,633,000 | +$272,633,000 | $10.97 | 17 |