- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 121,970,588
- Total 13F shares
- 103,234,960
- Share change
- +451,952
- Total reported value
- $2,086,306,365
- Put/Call ratio
- 99%
- Price per share
- $20.21
- Number of holders
- 215
- Value change
- +$4,801,224
- Number of buys
- 132
- 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
13D/G
13F
|
10%+ Owner · Company |
45%
from 13D/G
|
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
|
$944,258,148 | — | 31 Dec 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 |
11%
|
13,904,789
|
$329,682,546 | — | 31 Dec 2024 | |
| SVF Sponsor III (DE) LLC |
13F
|
Company |
7.5%
|
9,090,000
|
$215,523,900 | — | 31 Dec 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
4.1%
|
4,970,292
|
$117,845,624 | — | 31 Dec 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 |
0.95%
|
1,156,364
|
$27,470,309 | — | 31 Dec 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 | |
| UBS Group AG |
13F
|
Company |
0.8%
|
978,517
|
$23,200,639 | — | 31 Dec 2024 | |
| FMR LLC |
13F
|
Company |
0.79%
|
968,156
|
$22,954,968 | — | 31 Dec 2024 | |
| BlackRock, Inc. |
13F
|
Company |
0.76%
|
930,293
|
$22,057,247 | — | 31 Dec 2024 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.72%
|
875,306
|
$20,753,506 | — | 31 Dec 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.71%
|
867,207
|
$20,561,485 | — | 31 Dec 2024 | |
| Thematics Asset Management |
13F
|
Company |
0.62%
|
754,862
|
$17,897,778 | — | 31 Dec 2024 | |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC |
13F
|
Company |
0.6%
|
733,436
|
$17,389,768 | — | 31 Dec 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.6%
|
727,890
|
$17,258,272 | — | 31 Dec 2024 | |
| FRONTIER CAPITAL MANAGEMENT CO LLC |
13F
|
Company |
0.51%
|
620,966
|
$14,723,098 | — | 31 Dec 2024 | |
| TCW GROUP INC |
13F
|
Company |
0.48%
|
582,955
|
$13,821,863 | — | 31 Dec 2024 | |
| EXCHANGE TRADED CONCEPTS, LLC |
13F
|
Company |
0.47%
|
576,666
|
$13,672,751 | — | 31 Dec 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.41%
|
505,114
|
$11,981,085 | — | 31 Dec 2024 | |
| S Squared Technology, LLC |
13F
|
Company |
0.37%
|
450,000
|
$10,669,500 | — | 31 Dec 2024 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.37%
|
449,694
|
$10,662,245 | — | 31 Dec 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.34%
|
420,147
|
$9,961,685 | — | 31 Dec 2024 | |
| AXA S.A. |
13F
|
Company |
0.3%
|
367,486
|
$8,713,093 | — | 31 Dec 2024 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.29%
|
357,262
|
$8,470,682 | — | 31 Dec 2024 | |
| Mitsubishi UFJ Trust & Banking Corp |
13F
|
Company |
0.29%
|
356,079
|
$8,442,633 | — | 31 Dec 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.27%
|
329,924
|
$7,822,498 | — | 31 Dec 2024 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.26%
|
321,622
|
$7,625,658 | — | 31 Dec 2024 | |
| STATE STREET CORP |
13F
|
Company |
0.25%
|
305,223
|
$7,236,837 | — | 31 Dec 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.23%
|
285,193
|
$6,761,925 | — | 31 Dec 2024 | |
| Hodges Capital Management Inc. |
13F
|
Company |
0.22%
|
273,841
|
$6,492,000 | — | 31 Dec 2024 | |
| NATIONAL BANK OF CANADA /FI/ |
13F
|
Company |
0.21%
|
260,264
|
$6,170,859 | — | 31 Dec 2024 | |
| CAPITAL FUND MANAGEMENT S.A. |
13F
|
Company |
0.2%
|
246,572
|
$5,846,222 | — | 31 Dec 2024 | |
| Hood River Capital Management LLC |
13F
|
Company |
0.2%
|
240,571
|
$5,703,938 | — | 31 Dec 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.19%
|
230,996
|
$5,476,915 | — | 31 Dec 2024 | |
| ARK Investment Management LLC |
13F
|
Company |
0.16%
|
190,067
|
$4,506,489 | — | 31 Dec 2024 | |
| Divisadero Street Capital Management, LP |
13F
|
Company |
0.15%
|
187,317
|
$4,441,286 | — | 31 Dec 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.15%
|
184,106
|
$4,365,153 | — | 31 Dec 2024 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.15%
|
179,516
|
$4,256,411 | — | 31 Dec 2024 | |
| Tidal Investments LLC |
13F
|
Company |
0.14%
|
174,672
|
$4,141,473 | — | 31 Dec 2024 | |
| Twin Tree Management, LP |
13F
|
Company |
0.13%
|
155,729
|
$3,692,334 | — | 31 Dec 2024 | |
| Sculptor Capital LP |
13F
|
Company |
0.11%
|
132,200
|
$3,134,462 | — | 31 Dec 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.1%
|
123,621
|
$2,931,044 | — | 31 Dec 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.09%
|
110,148
|
$2,611,609 | — | 31 Dec 2024 | |
| Register Financial Advisors LLC |
13F
|
Company |
0.09%
|
109,417
|
$2,594,277 | — | 31 Dec 2024 | |
| Santhosh P. Daniel |
3/4/5
|
Vice President & Controller |
—
class O/S missing
|
57,188
|
$2,331,412 | — | 23 Jan 2023 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
0.08%
|
94,957
|
$2,251,430 | — | 31 Dec 2024 |
Institutional Holders of Symbotic Inc. - Class A Common Stock (SYM) as of Q1 2025
As of 31 Mar 2025,
Symbotic Inc. - Class A Common Stock (SYM) was held by
215 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
103,234,960 shares.
The largest 10 holders included
SOFTBANK GROUP CORP., Walmart Inc., BAILLIE GIFFORD & CO, SVF Sponsor III (DE) LLC, VANGUARD GROUP INC, MORGAN STANLEY, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., RAYMOND JAMES FINANCIAL INC, UBS Group AG, and BlackRock, Inc..
This page lists
218
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
216
Q1 2025 holders
215
Holder diff
-1
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 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.