Symbotic Inc. - Class A Common Stock, par value $0.0001 per share (SYM) Institutional Ownership

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

Type / Class
Equity / Class A Common Stock, par value $0.0001 per share
Symbol
SYM on Nasdaq
Shares outstanding
120,465,019
Price per share
$59.50
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
104,886,031
Total reported value
$5,656,580,876
% of total 13F portfolios
0%
Share change
+1,651,369
Value change
+$107,357,338
Number of holders
327
Price from insider filings
$59.50
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Symbotic Inc. - Class A Common Stock, par value $0.0001 per share (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 12% -9.3% $632,491,718 -$29,689,495 13,440,113 -4.5% BAILLIE GIFFORD & CO 08 Aug 2025

As of 30 Sep 2025, 327 institutional investors reported holding 104,886,031 shares of Symbotic Inc. - Class A Common Stock, par value $0.0001 per share (SYM). This represents 87% of the company’s total 120,465,019 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Symbotic Inc. - Class A Common Stock, par value $0.0001 per share (SYM) together control 80% 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% 8.3% $2,146,584,317
Walmart Inc. 12% 15,000,000 0% 89% $808,500,000
BAILLIE GIFFORD & CO 11% 12,683,739 -5.6% 0.51% $683,653,532
SVF Sponsor III (DE) LLC 7.5% 9,090,000 0% 100% $489,951,000
VANGUARD GROUP INC 3.9% 4,695,021 +2.1% 0% $253,061,632
Tidal Investments LLC 1.6% 1,871,430 +35573% 0.43% $100,870,077
MORGAN STANLEY 1.1% 1,365,360 -8.7% 0% $73,592,921
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.1% 1,294,855 -2% 0.11% $69,784,176
UBS Group AG 0.92% 1,105,770 +22% 0.01% $59,601,003
BlackRock, Inc. 0.89% 1,066,961 +8% 0% $57,509,197
RAYMOND JAMES FINANCIAL INC 0.75% 902,725 -7% 0.02% $48,656,878
BANK OF AMERICA CORP /DE/ 0.66% 793,069 +92% 0% $42,746,419
RENAISSANCE TECHNOLOGIES LLC 0.6% 727,900 +78% 0.05% $39,233,810
GEODE CAPITAL MANAGEMENT, LLC 0.52% 622,520 +13% 0% $33,562,301
Allspring Global Investments Holdings, LLC 0.49% 590,300 0.06% $34,296,431
ARK Investment Management LLC 0.49% 589,887 +32% 0.19% $31,794,909
Amanah Holdings Trust 0.42% 510,000 0% 5.5% $27,489,000
TCW GROUP INC 0.42% 506,102 -17% 0.23% $27,278,897
ROYAL BANK OF CANADA 0.35% 424,725 -0.19% 0% $22,892,000
Hood River Capital Management LLC 0.35% 422,210 -0.55% 0.27% $22,757,119
STATE STREET CORP 0.3% 360,787 +23% 0% $19,446,419
FIRST TRUST ADVISORS LP 0.29% 351,021 +26% 0.01% $18,920,031
S Squared Technology, LLC 0.29% 350,000 -27% 7.2% $18,865,000
EXCHANGE TRADED CONCEPTS, LLC 0.29% 347,075 -31% 0.18% $18,707,343
Mitsubishi UFJ Trust & Banking Corp 0.24% 292,977 -4.1% 0.03% $15,791,460

Institutional Holders of Symbotic Inc. - Class A Common Stock, par value $0.0001 per share (SYM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,757,345 $108,833,529 -$1,549,530 $59.50 65
2025 Q3 104,886,031 $5,656,580,876 +$107,357,338 $53.90 327
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