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

CUSIP: 87151X101

Q4 2023 13F Holders as of 31 Dec 2023

Holder snapshot 7 signals
Share change
+3,681,073
Put/Call ratio
86%
SEC-reported price per share
$51.33
Number of holders
196
Value change
+$195,907,092
Number of buys
110
Open additional details 1 more signal available
Number of sells
67
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
191,355,446

Security key

87151X101

Report period

Q4 2023

Institutions

196

Top holders

10

Ownership snapshot

Top reported holders of SYM - Symbotic Inc. - Class A Common Stock, par value $0.0001 per share (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Walmart Inc.
Disclosed value leader
Walmart Inc.
Comparable rows
0/15
Latest evidence
13 Dec 2023
3/4/5 13F Highest disclosed value: $4,023,380,837 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

Walmart Inc. has the largest disclosed position value at $4.02B.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Walmart Inc.'s linked filing trail.
Disclosed position value Top 5
Walmart Inc. $4.02B
SOFTBANK GROUP CORP. $1.33B
SVF Sponsor III (DE) LLC $303.88M
VANGUARD GROUP INC $68.21M
Thomas C. Ernst Jr. $55.91M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Walmart Inc.
3/4/5
10%+ Owner
—
mixed-class rows
$4,023,380,837
122,701,646 shares
mixed-class rows
— 12 Dec 2023
SOFTBANK GROUP CORP.
13F
Company
13F
—
denominator unverified
$1,331,360,180
39,825,312 shares
— 30 Sep 2023
SVF Sponsor III (DE) LLC
13F
Company
13F
—
denominator unverified
$303,878,700
9,090,000 shares
— 30 Sep 2023
VANGUARD GROUP INC
13F
Company
13F
—
denominator unverified
$68,208,399
2,040,335 shares
— 30 Sep 2023
Thomas C. Ernst Jr.
3/4/5
Chief Financial Officer
—
mixed-class rows
$55,908,295
1,744,984 shares
mixed-class rows
— 13 Dec 2023
Michael D. Rhodin
3/4/5
Director
—
mixed-class rows
$48,975,613
1,528,706 shares
mixed-class rows
— 02 Aug 2022
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2023

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
196
Shares
65,183,734
Rows available
196
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
151
Q4 2023 holders
196
Holder diff
45
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 value Q4 2023 value Value change Value Chg %
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