- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 121,970,588
- Total 13F shares
- 102,512,191
- Share change
- -1,298,457
- Total reported value
- $2,431,147,300
- Put/Call ratio
- 135%
- Price per share
- $23.71
- Number of holders
- 216
- Value change
- -$32,730,302
- Number of buys
- 101
- Number of sells
- 110
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.
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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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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 | |
| 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 | |
| SOFTBANK GROUP CORP. |
13F
|
Company |
33%
|
39,825,312
|
$971,339,360 | — | 30 Sep 2024 | |
| SVF II Strategic Investments AIV LLC |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
17,825,312
|
$726,693,407 | — | 23 Jul 2023 | |
| BAILLIE GIFFORD & CO |
13F
|
Company |
12%
|
14,070,999
|
$343,191,665 | — | 30 Sep 2024 | |
| SVF Sponsor III (DE) LLC |
13F
|
Company |
7.5%
|
9,090,000
|
$221,705,100 | — | 30 Sep 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
2.9%
|
3,517,665
|
$85,795,849 | — | 30 Sep 2024 | |
| 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 | |
| Michael D. Rhodin |
3/4/5
|
Director |
—
mixed-class rows
|
1,528,706
mixed-class rows
|
$48,975,613 | — | 02 Aug 2022 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
0.99%
|
1,204,621
|
$29,512,381 | — | 30 Sep 2024 | |
| FRONTIER CAPITAL MANAGEMENT CO LLC |
13F
|
Company |
0.97%
|
1,187,600
|
$28,965,572 | — | 30 Sep 2024 | |
| FMR LLC |
13F
|
Company |
0.87%
|
1,065,229
|
$25,980,930 | — | 30 Sep 2024 | |
| Thematics Asset Management |
13F
|
Company |
0.86%
|
1,048,170
|
$25,564,866 | — | 30 Sep 2024 | |
| Michael J. Loparco |
3/4/5
|
Chief Executive Officer, Director |
—
mixed-class rows
|
578,452
mixed-class rows
|
$23,582,042 | — | 17 Aug 2022 | |
| EXCHANGE TRADED CONCEPTS, LLC |
13F
|
Company |
0.72%
|
873,987
|
$21,316,543 | — | 30 Sep 2024 | |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC |
13F
|
Company |
0.65%
|
788,092
|
$19,221,564 | — | 30 Sep 2024 | |
| BlackRock, Inc. |
13F
|
Company |
0.64%
|
785,553
|
$19,159,638 | — | 30 Sep 2024 | |
| NORGES BANK |
13F
|
Company |
0.61%
|
750,000
|
$18,292,500 | — | 30 Sep 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.58%
|
704,327
|
$17,178,535 | — | 30 Sep 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.56%
|
684,414
|
$16,692,857 | — | 30 Sep 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.5%
|
613,045
|
$14,952,167 | — | 30 Sep 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.5%
|
611,777
|
$14,921,241 | — | 30 Sep 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.5%
|
609,041
|
$14,854,510 | — | 30 Sep 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.47%
|
577,972
|
$14,096,737 | — | 30 Sep 2024 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.46%
|
558,308
|
$13,617,132 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.44%
|
532,015
|
$12,975,846 | — | 30 Sep 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.41%
|
503,758
|
$12,290,371 | — | 30 Sep 2024 | |
| S Squared Technology, LLC |
13F
|
Company |
0.37%
|
450,000
|
$10,975,500 | — | 30 Sep 2024 | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. |
13F
|
Company |
0.34%
|
415,000
|
$10,121,850 | — | 30 Sep 2024 | |
| TCW GROUP INC |
13F
|
Company |
0.32%
|
384,274
|
$9,372,443 | — | 30 Sep 2024 | |
| AXA S.A. |
13F
|
Company |
0.31%
|
376,034
|
$9,171,469 | — | 30 Sep 2024 | |
| Mitsubishi UFJ Trust & Banking Corp |
13F
|
Company |
0.3%
|
368,304
|
$8,982,935 | — | 30 Sep 2024 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.3%
|
368,188
|
$8,980,105 | — | 30 Sep 2024 | |
| STATE STREET CORP |
13F
|
Company |
0.26%
|
319,235
|
$7,786,142 | — | 30 Sep 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.25%
|
307,356
|
$7,496,413 | — | 30 Sep 2024 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.21%
|
254,867
|
$6,216,206 | — | 30 Sep 2024 | |
| Hodges Capital Management Inc. |
13F
|
Company |
0.21%
|
253,730
|
$6,188,475 | — | 30 Sep 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.18%
|
219,074
|
$5,343,215 | — | 30 Sep 2024 | |
| Ensign Peak Advisors, Inc |
13F
|
Company |
0.17%
|
207,490
|
$5,060,682 | — | 30 Sep 2024 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.15%
|
185,414
|
$4,522,247 | — | 30 Sep 2024 | |
| Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Investors |
13F
|
Individual |
0.15%
|
182,223
|
$4,444,419 | — | 30 Sep 2024 | |
| Raymond James Financial Services Advisors, Inc. |
13F
|
Company |
0.14%
|
169,189
|
$4,126,520 | — | 30 Sep 2024 | |
| NEXT CENTURY GROWTH INVESTORS LLC |
13F
|
Company |
0.13%
|
152,925
|
$3,729,840 | — | 30 Sep 2024 | |
| UBS Group AG |
13F
|
Company |
0.12%
|
144,562
|
$3,525,868 | — | 30 Sep 2024 | |
| CAPITAL FUND MANAGEMENT S.A. |
13F
|
Company |
0.12%
|
143,356
|
$3,496,452 | — | 30 Sep 2024 | |
| Jump Financial, LLC |
13F
|
Company |
0.12%
|
140,902
|
$3,436,600 | — | 30 Sep 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.11%
|
137,241
|
$3,347,296 | — | 30 Sep 2024 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.11%
|
133,080
|
$3,245,821 | — | 30 Sep 2024 | |
| Sculptor Capital LP |
13F
|
Company |
0.11%
|
132,200
|
$3,224,358 | — | 30 Sep 2024 | |
| Alyeska Investment Group, L.P. |
13F
|
Company |
0.11%
|
128,217
|
$3,127,213 | — | 30 Sep 2024 |
Institutional Holders of Symbotic Inc. - Class A Common Stock (SYM) as of Q4 2024
As of 31 Dec 2024,
Symbotic Inc. - Class A Common Stock (SYM) was held by
216 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
102,512,191 shares.
The largest 10 holders included
SOFTBANK GROUP CORP., Walmart Inc., BAILLIE GIFFORD & CO, SVF Sponsor III (DE) LLC, VANGUARD GROUP INC, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., UBS Group AG, FMR LLC, BlackRock, Inc., and RAYMOND JAMES FINANCIAL INC.
This page lists
218
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
208
Q4 2024 holders
216
Holder diff
8
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 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.