Latest Period
Q1 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 Q1 2026
Institutions Reporting
408
Shares (Excl. Options)
113,202,909
Price
$53.20
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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 31 Mar 2026
- Q1 2026
- Total 13F shares
- 113,202,909
- Total 13F value
- $6,009,692,907
- Portfolio coverage rank
- 0%
- Share change
- +67,276
- Value change
- -$10,872,138
- Number of holders
- 408
- Shares outstanding
- 127,237,419
- SEC-reported price per share
- $51.32
- Insider filing price
- $51.32
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
Key facts
- SYM - Symbotic Inc. - Class A Common Stock, par value $0.0001 per share is tracked under CUSIP 87151X101.
- 408 institutions reported positions in Q1 2026.
- 8 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 400 to 408 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $6,722,637,381 to $6,009,692,907.
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 408 institutions filings for Q1 2026.
Security key
87151X101
Latest holder period
Q1 2026
13F holders
408
13D/G owners
8
CIK / CUSIP context first
Open Q1 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. | 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. | 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 31 Mar 2026, 408 institutional investors reported holding 113,202,909 shares of Symbotic Inc. - Class A Common Stock, par value $0.0001 per share (SYM). This represents 89% of the company’s total 127,237,419 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
78%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| SOFTBANK GROUP CORP. | 31% | 39,825,312 | 0% | 19% | $2,118,706,598 |
| Walmart Inc. | 12% | 15,000,000 | 0% | 95% | $798,000,000 |
| BAILLIE GIFFORD & CO | 9.8% | 12,479,888 | +0.31% | 0.68% | $663,930,041 |
| SVF Sponsor III (DE) LLC | 4.4% | 5,590,000 | 0% | 100% | $297,388,000 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3% | 3,770,318 | 0% | 0.01% | $200,580,918 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.3% | 2,915,736 | 0% | 0% | $155,117,155 |
| JPMORGAN CHASE & CO | 1.9% | 2,363,546 | +8.7% | 0.01% | $112,055,749 |
| MORGAN STANLEY | 1.8% | 2,330,286 | -7.9% | 0.01% | $123,971,324 |
| FMR LLC | 1.4% | 1,821,565 | +6.4% | 0.01% | $96,907,284 |
| BlackRock, Inc. | 1.1% | 1,444,327 | +14% | 0% | $76,838,196 |
| GOLDMAN SACHS GROUP INC | 1% | 1,335,760 | +53% | 0.01% | $71,062,432 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.82% | 1,040,635 | -22% | 0.07% | $55,024,538 |
| BANK OF AMERICA CORP /DE/ | 0.82% | 1,040,617 | -14% | 0% | $55,360,824 |
| RAYMOND JAMES FINANCIAL INC | 0.75% | 957,340 | +0.55% | 0.02% | $50,930,488 |
| TWO SIGMA INVESTMENTS, LP | 0.74% | 939,968 | +32% | 0.04% | $50,006,298 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.65% | 822,048 | +13% | 0% | $43,749,285 |
| ARK Investment Management LLC | 0.61% | 782,223 | +22% | 0.32% | $41,614,264 |
| TCW GROUP INC | 0.57% | 731,166 | +30% | 0.29% | $38,898,031 |
| Allspring Global Investments Holdings, LLC | 0.57% | 724,976 | -0.2% | 0.07% | $39,743,184 |
| RENAISSANCE TECHNOLOGIES LLC | 0.56% | 714,800 | -21% | 0.06% | $38,027,360 |
| CITADEL ADVISORS LLC | 0.49% | 626,465 | -25% | 0.02% | $33,327,938 |
| FRANKLIN RESOURCES INC | 0.43% | 544,992 | +24% | 0.01% | $28,993,574 |
| Hood River Capital Management LLC | 0.41% | 524,415 | +16% | 0.28% | $27,898,878 |
| STATE STREET CORP | 0.41% | 519,742 | +6.8% | 0% | $27,650,274 |
| EXCHANGE TRADED CONCEPTS, LLC | 0.39% | 493,942 | +51% | 0.2% | $26,277,714 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
16
Latest
Q1 2026
Rows shown
1-16 of 16
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 113,202,909 | $6,009,692,907 | -$10,872,138 | $53.20 | 408 |
| 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 |