- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 121,970,588
- Total 13F shares
- 103,046,202
- Share change
- -152,847
- Total reported value
- $4,003,652,201
- Put/Call ratio
- 62%
- Price per share
- $38.85
- Number of holders
- 274
- Value change
- +$12,465,568
- Number of buys
- 159
- Number of sells
- 93
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.
Related Filing Research
- Latest 13F filings for newly reported positions.
- Latest Schedule 13D/13G reports for ownership changes outside 13F cadence.
- Latest 10-Q/10-K reports for financial context tied to this issuer.
- Recent insider transactions for executive and insider activity.
- SEC investors directory and top value investors for manager drilldown.
- Back to full security ownership history.
Explore More Reporting Periods
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 |
|---|---|---|---|---|---|---|---|---|
| RBC Millennium GST Non-Exempt Trust |
13D/G
|
The RBC Millennium GST Non-Exempt Trust |
60%
|
165,647,479
|
$4,793,838,042 | $0 | 12 Jun 2025 | |
| 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
|
$804,869,556 | — | 31 Mar 2025 | |
| 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%
|
13,706,465
|
$277,007,658 | — | 31 Mar 2025 | |
| SVF Sponsor III (DE) LLC |
13F
|
Company |
7.5%
|
9,090,000
|
$183,708,900 | — | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
3.7%
|
4,573,396
|
$92,428,333 | — | 31 Mar 2025 | |
| 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 | |
| MORGAN STANLEY |
13F
|
Company |
1.2%
|
1,517,336
|
$30,665,360 | — | 31 Mar 2025 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
1.1%
|
1,343,902
|
$27,155,411 | — | 31 Mar 2025 | |
| Michael J. Loparco |
3/4/5
|
Chief Executive Officer, Director |
—
mixed-class rows
|
578,452
mixed-class rows
|
$23,582,042 | — | 17 Aug 2022 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.8%
|
980,922
|
$19,824,434 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.75%
|
917,742
|
$18,547,565 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
0.7%
|
853,456
|
$17,248,346 | — | 31 Mar 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.65%
|
794,592
|
$16,058,704 | — | 31 Mar 2025 | |
| Thematics Asset Management |
13F
|
Company |
0.61%
|
740,544
|
$14,966,394 | — | 31 Mar 2025 | |
| FRONTIER CAPITAL MANAGEMENT CO LLC |
13F
|
Company |
0.57%
|
691,318
|
$13,971,537 | — | 31 Mar 2025 | |
| EXCHANGE TRADED CONCEPTS, LLC |
13F
|
Company |
0.56%
|
680,734
|
$13,757,634 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
0.55%
|
671,149
|
$13,563,924 | — | 31 Mar 2025 | |
| TCW GROUP INC |
13F
|
Company |
0.49%
|
593,442
|
$11,993,462 | — | 31 Mar 2025 | |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC |
13F
|
Company |
0.46%
|
562,868
|
$11,375,562 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.45%
|
546,324
|
$11,045,287 | — | 31 Mar 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.4%
|
484,313
|
$9,787,965 | — | 31 Mar 2025 | |
| S Squared Technology, LLC |
13F
|
Company |
0.39%
|
480,000
|
$9,700,800 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.39%
|
474,218
|
$9,583,946 | — | 31 Mar 2025 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.36%
|
435,567
|
$8,802,809 | — | 31 Mar 2025 | |
| ARK Investment Management LLC |
13F
|
Company |
0.32%
|
393,293
|
$7,948,452 | — | 31 Mar 2025 | |
| Hood River Capital Management LLC |
13F
|
Company |
0.3%
|
365,521
|
$7,387,179 | — | 31 Mar 2025 | |
| AXA S.A. |
13F
|
Company |
0.29%
|
358,439
|
$7,244,052 | — | 31 Mar 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.29%
|
348,845
|
$7,050,157 | — | 31 Mar 2025 | |
| Mitsubishi UFJ Trust & Banking Corp |
13F
|
Company |
0.28%
|
340,769
|
$6,886,941 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.26%
|
313,270
|
$6,331,187 | — | 31 Mar 2025 | |
| CAPITAL FUND MANAGEMENT S.A. |
13F
|
Company |
0.21%
|
254,010
|
$5,133,542 | — | 31 Mar 2025 | |
| CANADA PENSION PLAN INVESTMENT BOARD |
13F
|
Company |
0.2%
|
245,800
|
$4,967,618 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.19%
|
231,453
|
$4,677,665 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.19%
|
228,379
|
$4,615,539 | — | 31 Mar 2025 | |
| Cubist Systematic Strategies, LLC |
13F
|
Company |
0.19%
|
227,097
|
$4,589,624 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.18%
|
218,432
|
$4,414,511 | — | 31 Mar 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.17%
|
210,001
|
$4,245,000 | — | 31 Mar 2025 | |
| Ensign Peak Advisors, Inc |
13F
|
Company |
0.16%
|
198,005
|
$4,001,681 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.12%
|
149,869
|
$3,028,852 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.12%
|
144,987
|
$2,930,180 | — | 31 Mar 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.12%
|
144,425
|
$2,918,829 | — | 31 Mar 2025 | |
| Robocap Asset Management Ltd |
13F
|
Company |
0.11%
|
140,222
|
$2,833,887 | — | 31 Mar 2025 | |
| BLAIR WILLIAM & CO/IL |
13F
|
Company |
0.11%
|
135,798
|
$2,744,478 | — | 31 Mar 2025 | |
| PDT Partners, LLC |
13F
|
Company |
0.1%
|
120,937
|
$2,444,137 | — | 31 Mar 2025 | |
| Register Financial Advisors LLC |
13F
|
Company |
0.1%
|
119,767
|
$2,420,491 | — | 31 Mar 2025 | |
| Santhosh P. Daniel |
3/4/5
|
Vice President & Controller |
—
class O/S missing
|
57,188
|
$2,331,412 | — | 23 Jan 2023 |
Institutional Holders of Symbotic Inc. - Class A Common Stock (SYM) as of Q2 2025
As of 30 Jun 2025,
Symbotic Inc. - Class A Common Stock (SYM) was held by
274 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
103,046,202 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., BlackRock, Inc., RAYMOND JAMES FINANCIAL INC, and UBS Group AG.
This page lists
276
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
215
Q2 2025 holders
274
Holder diff
59
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 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.