- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 121,970,588
- Total 13F shares
- 75,584,051
- Share change
- +10,402,902
- Total reported value
- $3,401,015,108
- Put/Call ratio
- 75%
- Price per share
- $45.00
- Number of holders
- 232
- Value change
- +$453,092,507
- Number of buys
- 171
- Number of sells
- 79
Quarterly Holders Quick Answers
What is CUSIP 87151X101?
CUSIP 87151X101 identifies SYM - Symbotic Inc. - Class A Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 87151X101:
Top shareholders of SYM - Symbotic Inc. - Class A Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Walmart Inc. |
3/4/5
|
10%+ Owner |
—
mixed-class rows
|
122,701,646
mixed-class rows
|
$4,023,380,837 | — | 12 Dec 2023 | |
| SOFTBANK GROUP CORP. |
13F
|
Company |
33%
|
39,825,312
|
$2,044,233,265 | — | 31 Dec 2023 | |
| SVF II SPAC Investment 3 (DE) LLC |
3/4/5
|
10%+ Owner |
—
mixed-class rows
|
51,259,672
mixed-class rows
|
$1,623,578,407 | — | 23 Jul 2023 | |
| SVF II Strategic Investments AIV LLC |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
17,825,312
|
$726,693,407 | — | 23 Jul 2023 | |
| SVF Sponsor III (DE) LLC |
13F
|
Company |
7.5%
|
9,090,000
|
$466,589,700 | — | 31 Dec 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
1.7%
|
2,081,034
|
$106,819,475 | — | 31 Dec 2023 | |
| Thomas C. Ernst Jr. |
3/4/5
|
Chief Financial Officer |
—
mixed-class rows
|
1,744,984
mixed-class rows
|
$55,908,295 | — | 13 Dec 2023 | |
| 1832 Asset Management L.P. |
13F
|
Company |
0.87%
|
1,055,400
|
$54,173,682 | — | 31 Dec 2023 | |
| Michael D. Rhodin |
3/4/5
|
Director |
—
mixed-class rows
|
1,528,706
mixed-class rows
|
$48,975,613 | — | 02 Aug 2022 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.72%
|
882,734
|
$45,310,736 | — | 31 Dec 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.59%
|
717,518
|
$36,830,199 | — | 31 Dec 2023 | |
| Mirae Asset Global Investments Co., Ltd. |
13F
|
Company |
0.56%
|
687,351
|
$35,281,726 | — | 31 Dec 2023 | |
| FMR LLC |
13F
|
Company |
0.5%
|
610,650
|
$31,344,644 | — | 31 Dec 2023 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.48%
|
579,876
|
$29,765,035 | — | 31 Dec 2023 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.42%
|
510,237
|
$26,190,465 | — | 31 Dec 2023 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.39%
|
476,863
|
$24,477,378 | — | 31 Dec 2023 | |
| Michael J. Loparco |
3/4/5
|
Chief Executive Officer, Director |
—
mixed-class rows
|
578,452
mixed-class rows
|
$23,582,042 | — | 17 Aug 2022 | |
| Hodges Capital Management Inc. |
13F
|
Company |
0.34%
|
410,766
|
$21,084,000 | — | 31 Dec 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
0.34%
|
409,000
|
$20,993,971 | — | 31 Dec 2023 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.3%
|
369,026
|
$18,944,000 | — | 31 Dec 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.27%
|
328,096
|
$16,841,168 | — | 31 Dec 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.26%
|
319,698
|
$16,410,098 | — | 31 Dec 2023 | |
| TCW GROUP INC |
13F
|
Company |
0.26%
|
313,659
|
$16,100,117 | — | 31 Dec 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.25%
|
306,012
|
$15,707,596 | — | 31 Dec 2023 | |
| DRIEHAUS CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.24%
|
295,736
|
$15,180,129 | — | 31 Dec 2023 | |
| S Squared Technology, LLC |
13F
|
Company |
0.22%
|
270,000
|
$13,859,100 | — | 31 Dec 2023 | |
| EXCHANGE TRADED CONCEPTS, LLC |
13F
|
Company |
0.21%
|
256,239
|
$13,152,748 | — | 31 Dec 2023 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.19%
|
236,035
|
$12,116,000 | — | 31 Dec 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.19%
|
226,451
|
$11,625,815 | — | 31 Dec 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.18%
|
224,426
|
$11,519,787 | — | 31 Dec 2023 | |
| COATUE MANAGEMENT LLC |
13F
|
Company |
0.18%
|
216,010
|
$11,087,793 | — | 31 Dec 2023 | |
| Cubist Systematic Strategies, LLC |
13F
|
Company |
0.17%
|
210,765
|
$10,818,567 | — | 31 Dec 2023 | |
| Legal & General Group Plc |
13F
|
Company |
0.17%
|
205,496
|
$10,548,109 | — | 31 Dec 2023 | |
| STATE STREET CORP |
13F
|
Company |
0.14%
|
172,864
|
$8,873,109 | — | 31 Dec 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.14%
|
171,585
|
$8,807,453 | — | 31 Dec 2023 | |
| Nicholas Investment Partners, LP |
13F
|
Company |
0.13%
|
161,608
|
$8,295,339 | — | 31 Dec 2023 | |
| FRONTIER CAPITAL MANAGEMENT CO LLC |
13F
|
Company |
0.12%
|
151,186
|
$7,760,394 | — | 31 Dec 2023 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.12%
|
146,864
|
$7,538,529 | — | 31 Dec 2023 | |
| PineBridge Investments, L.P. |
13F
|
Company |
0.12%
|
142,129
|
$7,295,482 | — | 31 Dec 2023 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.12%
|
140,607
|
$7,217,357 | — | 31 Dec 2023 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.11%
|
134,200
|
$6,888,486 | — | 31 Dec 2023 | |
| D. E. Shaw & Co., Inc. |
13F
|
Company |
0.1%
|
120,407
|
$6,180,491 | — | 31 Dec 2023 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.09%
|
115,239
|
$5,915,218 | — | 31 Dec 2023 | |
| UBS Group AG |
13F
|
Company |
0.08%
|
94,225
|
$4,836,569 | — | 31 Dec 2023 | |
| SCOPUS ASSET MANAGEMENT, L.P. |
13F
|
Company |
0.08%
|
92,534
|
$4,749,770 | — | 31 Dec 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.07%
|
89,797
|
$4,609,280 | — | 31 Dec 2023 | |
| Jump Financial, LLC |
13F
|
Company |
0.07%
|
87,070
|
$4,469,303 | — | 31 Dec 2023 | |
| LORD, ABBETT & CO. LLC |
13F
|
Company |
0.07%
|
87,068
|
$4,469,000 | — | 31 Dec 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.06%
|
68,824
|
$3,533,000 | — | 31 Dec 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.06%
|
67,928
|
$3,486,726 | — | 31 Dec 2023 |
Institutional Holders of Symbotic Inc. - Class A Common Stock (SYM) as of Q1 2024
As of 31 Mar 2024,
Symbotic Inc. - Class A Common Stock (SYM) was held by
232 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
75,584,051 shares.
The largest 10 holders included
SOFTBANK GROUP CORP., BAILLIE GIFFORD & CO, SVF Sponsor III (DE) LLC, VANGUARD GROUP INC, Invesco Ltd., FMR LLC, BlackRock Inc., RAYMOND JAMES & ASSOCIATES, FIRST TRUST ADVISORS LP, and J. Goldman & Co LP.
This page lists
234
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2024 vs Q4 2023 Across Filers
Q4 2023 holders
196
Q1 2024 holders
232
Holder diff
36
| Investor | Q4 2023 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q4 2023 Value $ | Q1 2024 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.