- Type / Class
- Equity / Class A Common Stock
- Shares outstanding
- 121,970,588
- Total 13F shares
- 112,902,174
- Share change
- +8,375,781
- Total reported value
- $6,722,864,434
- Put/Call ratio
- 85%
- Price per share
- $59.50
- Number of holders
- 399
- Value change
- +$505,921,484
- Number of buys
- 218
- Number of sells
- 136
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.
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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 |
|---|---|---|---|---|---|---|---|---|
| Janet L. Cohen |
3/4/5
|
10%+ Owner |
—
mixed-class rows
|
214,124,358
mixed-class rows
|
$14,034,710,883 | — | 11 Dec 2025 | |
| Richard B. Cohen |
3/4/5
13D/G
|
Reporting Person is Board Chair, President and Chief Executive Officer, Director, 10%+ Owner |
29%
from 13D/G
|
422,775,066
mixed-class rows
|
$14,034,710,882 | — | 11 Dec 2025 | |
| David A. Ladensohn |
3/4/5
|
10%+ Owner |
—
mixed-class rows
|
430,315,174
mixed-class rows
|
$7,997,712,793 | -$3,355,521 | 16 Oct 2025 | |
| RBC Millennium GST Non-Exempt Trust |
13D/G
3/4/5
|
The RBC Millennium GST Non-Exempt Trust · 10%+ Owner |
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 | |
| SOFTBANK GROUP CORP. |
13D/G
3/4/5
13F
|
10%+ Owner · Company |
38%
|
45,415,312
|
$3,005,585,348 | $0 | 04 Dec 2025 | |
| SVF Sponsor III (DE) LLC |
3/4/5
13F
|
10%+ Owner · Company |
37%
|
45,415,312
|
$2,933,097,023 | -$186,243,750 | 08 Dec 2025 | |
| 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 | |
| BAILLIE GIFFORD & CO |
13D/G
13F
|
Company |
10%
|
12,441,000
|
$881,071,620 | -$70,757,183 | 31 Dec 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 | |
| VANGUARD GROUP INC |
13D/G
13F
|
The Vanguard Group · Company |
5.7%
|
6,932,158
|
$412,463,401 | $0 | 31 Dec 2025 | |
| Tidal Investments LLC |
13F
|
Company |
1.5%
|
1,871,430
|
$100,870,077 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.1%
|
1,365,361
|
$73,593,021 | — | 30 Sep 2025 | |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. |
13F
|
Company |
1.1%
|
1,294,855
|
$69,784,176 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
0.91%
|
1,105,770
|
$59,601,003 | — | 30 Sep 2025 | |
| BlackRock, Inc. |
13F
|
Company |
0.87%
|
1,066,961
|
$57,509,197 | — | 30 Sep 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 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.74%
|
902,725
|
$48,656,878 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.65%
|
793,069
|
$42,746,419 | — | 30 Sep 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.6%
|
727,900
|
$39,233,810 | — | 30 Sep 2025 | |
| Allspring Global Investments Holdings, LLC |
13F
|
Company |
0.48%
|
590,300
|
$34,296,431 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.51%
|
622,520
|
$33,562,301 | — | 30 Sep 2025 | |
| ARK Investment Management LLC |
13F
|
Company |
0.48%
|
589,887
|
$31,794,909 | — | 30 Sep 2025 | |
| Amanah Holdings Trust |
13F
|
Company |
0.42%
|
510,000
|
$27,489,000 | — | 30 Sep 2025 | |
| TCW GROUP INC |
13F
|
Company |
0.41%
|
506,102
|
$27,278,897 | — | 30 Sep 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 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.35%
|
424,725
|
$22,892,000 | — | 30 Sep 2025 | |
| Hood River Capital Management LLC |
13F
|
Company |
0.35%
|
422,210
|
$22,757,119 | — | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
0.3%
|
360,787
|
$19,446,419 | — | 30 Sep 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.29%
|
351,021
|
$18,920,031 | — | 30 Sep 2025 | |
| S Squared Technology, LLC |
13F
|
Company |
0.29%
|
350,000
|
$18,865,000 | — | 30 Sep 2025 | |
| EXCHANGE TRADED CONCEPTS, LLC |
13F
|
Company |
0.28%
|
347,075
|
$18,707,343 | — | 30 Sep 2025 | |
| Mitsubishi UFJ Trust & Banking Corp |
13F
|
Company |
0.24%
|
292,977
|
$15,791,460 | — | 30 Sep 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.24%
|
286,697
|
$15,452,968 | — | 30 Sep 2025 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0.23%
|
285,630
|
$15,395,457 | — | 30 Sep 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.23%
|
276,879
|
$14,923,777 | — | 30 Sep 2025 | |
| Handelsbanken Fonder AB |
13F
|
Company |
0.22%
|
274,178
|
$14,778,000 | — | 30 Sep 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.22%
|
274,155
|
$14,776,954 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.21%
|
257,785
|
$13,894,612 | — | 30 Sep 2025 | |
| Thematics Asset Management |
13F
|
Company |
0.21%
|
255,465
|
$13,769,564 | — | 30 Sep 2025 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.2%
|
249,416
|
$13,443,522 | — | 30 Sep 2025 | |
| Verition Fund Management LLC |
13F
|
Company |
0.19%
|
231,753
|
$12,491,487 | — | 30 Sep 2025 | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.19%
|
229,620
|
$12,376,518 | — | 30 Sep 2025 | |
| TUDOR INVESTMENT CORP ET AL |
13F
|
Company |
0.18%
|
222,554
|
$11,995,661 | — | 30 Sep 2025 | |
| AXA Investment Managers S.A. |
13F
|
Company |
0.18%
|
220,931
|
$11,908,181 | — | 30 Sep 2025 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.18%
|
217,714
|
$11,736,000 | — | 30 Sep 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.17%
|
210,703
|
$11,356,867 | — | 30 Sep 2025 | |
| Ensign Peak Advisors, Inc |
13F
|
Company |
0.17%
|
201,741
|
$10,873,840 | — | 30 Sep 2025 | |
| FRONTIER CAPITAL MANAGEMENT CO LLC |
13F
|
Company |
0.16%
|
193,285
|
$10,418,074 | — | 30 Sep 2025 |
Institutional Holders of Symbotic Inc. - Class A Common Stock (SYM) as of Q4 2025
As of 31 Dec 2025,
Symbotic Inc. - Class A Common Stock (SYM) was held by
399 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
112,902,174 shares.
The largest 10 holders included
SOFTBANK GROUP CORP., Walmart Inc., BAILLIE GIFFORD & CO, VANGUARD GROUP INC, SVF Sponsor III (DE) LLC, MORGAN STANLEY, JPMORGAN CHASE & CO, FMR LLC, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., and BlackRock, Inc..
This page lists
399
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
328
Q4 2025 holders
399
Holder diff
71
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.