Comparable stake leader
RBC Millennium GST Non-Exempt Trust
SEC ownership of Symbotic Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001837240.
Disclosed value leader
Richard B. Cohen
Comparable rows
50/50
Latest evidence
30 Jun 2026
- Public ticker
- SYM on Nasdaq
- Parsed ownership sources
-
13D/G, 3/4/5, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
RBC Millennium GST Non-Exempt Trust
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
RBC Millennium GST Non-Exempt Trust
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001837240
- Issuer location
- Wilmington, MA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Symbotic Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
RBC Millennium GST Non-Ex...
Disclosed value leader
Richard B. Cohen
Comparable rows
50/50
Latest evidence
30 Jun 2026
13D/G
3/4/5
13F
Lead comparable stake: 60%
13D/G row: RBC Millennium GST Non-Exempt Trust
Showing 1-8 of 50 holder rows.
Quick read
RBC Millennium GST Non-Exempt Trust leads the comparable SEC ownership view at 60%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens RBC Millennium GST Non-Exempt Trust's linked filing trail.
Comparable ownership
Top 5
RBC Millennium GST Non-Exempt Trust
60%
David A. Ladensohn
58%
Walmart Inc.
40%
SOFTBANK GROUP CORP.
31%
Richard B. Cohen
29%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| RBC Millennium GST Non-Exempt Trust |
13D/G
3/4/5
The RBC Millennium GST Non-Exempt Trust · 10%+ Owner
|
60%
|
$4,793,838,042
165,647,479 shares
|
$0 | 12 Jun 2025 |
| David A. Ladensohn |
13D/G
3/4/5
10%+ Owner
|
58%
|
$10,147,327,889
176,936,842 shares
|
$0 | 15 May 2026 |
| Walmart Inc. |
3/4/5
13D/G
13F
10%+ Owner · Company
|
40%
from 13D/G
|
$4,023,380,837
122,701,646 shares
mixed-class rows
|
— | 12 Dec 2023 |
| SOFTBANK GROUP CORP. |
3/4/5
13D/G
13F
10%+ Owner · Company
|
31%
from 13D/G
|
$2,118,706,598
39,825,312 shares
|
-$468,063,600 | 27 May 2026 |
| 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
|
$14,034,710,882
422,775,066 shares
mixed-class rows
|
— | 11 Dec 2025 |
| BAILLIE GIFFORD & CO |
13D/G
13F
Company
|
10%
|
$881,071,620
12,441,000 shares
|
-$70,757,183 | 31 Dec 2025 |
| Ronald M. Wright |
13D/G
|
7.9%
|
$622,676,707
10,857,484 shares
|
$0 | 15 May 2026 |
| VANGUARD GROUP INC |
13D/G
The Vanguard Group
|
5.7%
|
$412,463,401
6,932,158 shares
|
$0 | 31 Dec 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$3,502,317,292.
Buys
$0
Insiders: 0
Sells
$3,502,317,292
Insiders: 21
Net
-$3,502,317,292
Shares: -69,006,883
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 69,006,883
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 80,970 | $0 | $3,311,758 | -$3,311,758 |
| 3-6 | 0 | 61,637,798 | $0 | $3,108,239,552 | -$3,108,239,552 |
| 6-9 | 0 | 178,492 | $0 | $10,313,313 | -$10,313,313 |
| 9-12 | 0 | 7,109,623 | $0 | $380,452,669 | -$380,452,669 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 43 reporting-owner rows connected to Symbotic Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
43
Largest Forms 3/4/5 holder
Janet L. Cohen
Net 12M change
-$3,502,049,211
Latest report
01 Oct 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Janet L. Cohen | 10%+ Owner | $14,034,710,883 | Mixed | 11 Dec 2025 | ||
| Richard B. Cohen | Reporting Person is Board Chair, President and Chief Executive Officer, Director, 10%+ Owner | $14,034,710,882 | Mixed | 11 Dec 2025 | ||
| David A. Ladensohn | 10%+ Owner | $8,250,325,919 | -$2,540,204 | -0.03% | Mixed | 10 Sep 2026 |
| Walmart Inc. | 10%+ Owner | $4,023,380,837 | Mixed | 12 Dec 2023 | ||
| SVF Sponsor III (DE) LLC | Former 10% Owner | $2,635,639,148 | -$468,063,600 | -15% | Mixed | 27 May 2026 |
| SOFTBANK GROUP CORP. | 10%+ Owner | $2,118,706,598 | -$468,063,600 | -18% | Mixed | 27 May 2026 |
| SVF II Holdings (DE) LLC | 10%+ Owner | $2,118,706,598 | -$281,819,850 | -12% | Mixed | 27 May 2026 |
| Northstar Gp Sb | 10%+ Owner | $2,118,706,598 | -$281,819,850 | -12% | Mixed | 27 May 2026 |
| SOFTBANK VISION FUND II-2 L.P. | 10%+ Owner | $2,118,706,598 | -$281,819,850 | -12% | Mixed | 27 May 2026 |
| SVF II SPAC Investment 3 (DE) LLC | 10%+ Owner | $2,118,706,598 | -$281,819,850 | -12% | Mixed | 27 May 2026 |
| SVF II Strategic Investments AIV LLC | 10%+ Owner | $2,118,706,598 | -$281,819,850 | -12% | Mixed | 27 May 2026 |
| Silver Brick Management PTE. LTD. | 10%+ Owner | $2,118,706,598 | -$281,819,850 | -12% | Mixed | 27 May 2026 |
| SB Global Advisers Ltd | 10%+ Owner | $2,118,706,598 | -$281,819,850 | -12% | Mixed | 27 May 2026 |
| SVF II Aggregator (Jersey) L.P. | 10%+ Owner | $2,118,706,598 | -$281,819,850 | -12% | Mixed | 27 May 2026 |
| Thomas C. Ernst Jr. | Chief Financial Officer | $55,908,295 | Mixed | 13 Dec 2023 | ||
| Todd Krasnow | Director | $54,847,463 | -$4,682,597 | -7.9% | Mixed | 08 Sep 2026 |
| Michael D. Rhodin | Director | $48,975,613 | Mixed | 02 Aug 2022 | ||
| Rollin L. Ford | Director | $43,277,376 | -$3,450,421 | -7.4% | Mixed | 05 Mar 2026 |
| William M. Boyd III | Chief Strategy Officer | $41,811,580 | -$4,108,200 | -8.9% | Mixed | 23 Jul 2026 |
| James Kuffner | Chief Technology Officer | $28,059,847 | -$7,823,039 | -22% | Mixed | 23 Aug 2026 |
Recent insider transactions for Symbotic Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Charles Kane | SYM | Class A Common Stock | Sale | -2.18% | $86,345 | $43.17 | -2,000 | 89,852 | 01 Oct 2026 | Direct |
| Charles Kane | SYM | Class A Common Stock | Other | 2.23% | 2,000 | 91,852 | 01 Oct 2026 | Direct | ||
| Charles Kane | SYM | Class V-1 Common Stock | Other | -0.34% | -2,000 | 581,353 | 01 Oct 2026 | Direct | ||
| Charles Kane | SYM | Symbotic Holdings Units | Other | -0.34% | -2,000 | 581,353 | 01 Oct 2026 | Direct | ||
| David A. Ladensohn | SYM | Class V-3 Common Stock | Gift | 373,896 | 373,896 | 10 Sep 2026 | By The RCK 2024 Receptacle Trust | |||
| David A. Ladensohn | SYM | Class V-3 Common Stock | Gift | 231,896 | 231,896 | 10 Sep 2026 | By The PLC 2023 Receptacle Trust | |||
| David A. Ladensohn | SYM | Class V-1 Common Stock | Other | -38.4% | -200,000 | 320,835 | 10 Sep 2026 | By The Tilia Mill Trust | ||
| David A. Ladensohn | SYM | Class V-1 Common Stock | Other | -53.3% | -200,000 | 175,378 | 10 Sep 2026 | By The Serenade QSST Trust | ||
| David A. Ladensohn | SYM | Symbotic Holdings Units | Gift | 373,896 | 373,896 | 10 Sep 2026 | By The RCK 2024 Receptacle Trust | |||
| David A. Ladensohn | SYM | Symbotic Holdings Units | Gift | 231,896 | 231,896 | 10 Sep 2026 | By The PLC 2023 Receptacle Trust | |||
| David A. Ladensohn | SYM | Symbotic Holdings Units | Other | -1.39% | -200,000 | 14,178,979 | 10 Sep 2026 | By The Tilia Mill Trust | ||
| David A. Ladensohn | SYM | Symbotic Holdings Units | Other | -1.82% | -200,000 | 10,790,532 | 10 Sep 2026 | By The Serenade QSST Trust | ||
| Todd Krasnow | SYM | Class A Common Stock | Sale | -100% | $87,140 | $43.57 | -2,000 | 0 | 08 Sep 2026 | By Inlet View, Inc. |
| Todd Krasnow | SYM | Class A Common Stock | Other | 2,000 | 2,000 | 08 Sep 2026 | By Inlet View, Inc. | |||
| Todd Krasnow | SYM | Class V-1 Common Stock | Other | -0.38% | -2,000 | 526,002 | 08 Sep 2026 | By Inlet View, Inc. | ||
| Todd Krasnow | SYM | Symbotic Holdings Units | Other | -0.38% | -2,000 | 526,002 | 08 Sep 2026 | By Inlet View, Inc. | ||
| Charles Kane | SYM | Class A Common Stock | Sale | -2.18% | $78,000 | $39.00 | -2,000 | 89,852 | 01 Sep 2026 | Direct |
| Charles Kane | SYM | Class A Common Stock | Other | 2.23% | 2,000 | 91,852 | 01 Sep 2026 | Direct | ||
| Charles Kane | SYM | Class V-1 Common Stock | Other | -0.34% | -2,000 | 583,353 | 01 Sep 2026 | Direct | ||
| Charles Kane | SYM | Symbotic Holdings Units | Other | -0.34% | -2,000 | 583,353 | 01 Sep 2026 | Direct | ||
| Andrew D. Ross | SYM | Class A Common Stock | Options Exercise | 50.3% | 2,568 | 7,672 | 26 Aug 2026 | Direct | ||
| Andrew D. Ross | SYM | Restricted Stock Units | Options Exercise | -33.3% | -2,568 | 5,137 | 26 Aug 2026 | Direct | ||
| James Kuffner | SYM | Class A Common Stock | Sale | -1.77% | $160,422 | $40.59 | -3,952 | 219,858 | 24 Aug 2026 | Direct |
| James Kuffner | SYM | Class A Common Stock | Options Exercise | 4.55% | 9,748 | 223,810 | 23 Aug 2026 | Direct | ||
| James Kuffner | SYM | Restricted Stock Units | Options Exercise | -16.7% | -9,748 | 48,744 | 23 Aug 2026 | Direct | ||
| Stephen G. Pagliuca | SYM | Restricted Stock Units | Award | 15,745 | 9,471 | 14 Aug 2026 | Direct | |||
| Charles Kane | SYM | Class A Common Stock | Sale | -2.18% | $86,420 | $43.21 | -2,000 | 89,852 | 03 Aug 2026 | Direct |
| Charles Kane | SYM | Class A Common Stock | Other | 2.23% | 2,000 | 91,852 | 03 Aug 2026 | Direct | ||
| Charles Kane | SYM | Class V-1 Common Stock | Other | -0.34% | -2,000 | 585,353 | 03 Aug 2026 | Direct | ||
| Charles Kane | SYM | Symbotic Holdings Units | Other | -0.34% | -2,000 | 585,353 | 03 Aug 2026 | Direct | ||
| Todd Krasnow | SYM | Class A Common Stock | Sale | -100% | $90,538 | $45.27 | -2,000 | 0 | 03 Aug 2026 | By Inlet View, Inc. |
| Todd Krasnow | SYM | Class A Common Stock | Other | 2,000 | 2,000 | 03 Aug 2026 | By Inlet View, Inc. | |||
| Todd Krasnow | SYM | Class V-1 Common Stock | Other | -0.38% | -2,000 | 528,002 | 03 Aug 2026 | By Inlet View, Inc. | ||
| Todd Krasnow | SYM | Symbotic Holdings Units | Other | -0.38% | -2,000 | 528,002 | 03 Aug 2026 | By Inlet View, Inc. | ||
| Izilda P. Martins | SYM | Class A Common Stock | Sale | -43.8% | $1,120,490 | $40.80 | -27,463 | 35,171 | 27 Jul 2026 | Direct |
| William M. Boyd III | SYM | Class A Common Stock | Sale | -13.9% | $377,361 | $41.04 | -9,194 | 57,112 | 27 Jul 2026 | Direct |
| Brian Daniel Alexander | SYM | Class A Common Stock | Sale | -14.1% | $367,954 | $40.30 | -9,130 | 55,611 | 24 Jul 2026 | Direct |
| Maria G. Freve | SYM | Class A Common Stock | Sale | -42% | $90,394 | $40.28 | -2,244 | 3,096 | 24 Jul 2026 | Direct |
| James Kuffner | SYM | Class A Common Stock | Sale | -8.15% | $766,695 | $40.38 | -18,987 | 214,062 | 24 Jul 2026 | Direct |
| Izilda P. Martins | SYM | Class A Common Stock | Options Exercise | 1689.5% | 59,134 | 62,634 | 23 Jul 2026 | Direct | ||
| Izilda P. Martins | SYM | Restricted Stock Units | Options Exercise | -33.3% | -59,134 | 118,287 | 23 Jul 2026 | Direct | ||
| William M. Boyd III | SYM | Class A Common Stock | Options Exercise | 16.1% | 9,194 | 66,306 | 23 Jul 2026 | Direct | ||
| William M. Boyd III | SYM | Restricted Stock Units | Options Exercise | -61.2% | -9,194 | 5,819 | 23 Jul 2026 | Direct | ||
| Brian Daniel Alexander | SYM | Class A Common Stock | Options Exercise | 46.4% | 20,512 | 64,741 | 23 Jul 2026 | Direct | ||
| Brian Daniel Alexander | SYM | Restricted Stock Units | Options Exercise | -12.5% | -20,512 | 143,587 | 23 Jul 2026 | Direct | ||
| Maria G. Freve | SYM | Class A Common Stock | Options Exercise | 622.6% | 4,601 | 5,340 | 23 Jul 2026 | Direct | ||
| Maria G. Freve | SYM | Restricted Stock Units | Options Exercise | -57.3% | -4,601 | 3,432 | 23 Jul 2026 | Direct | ||
| James Kuffner | SYM | Class A Common Stock | Options Exercise | 25.9% | 47,923 | 233,049 | 23 Jul 2026 | Direct | ||
| James Kuffner | SYM | Restricted Stock Units | Options Exercise | -14.3% | -47,923 | 287,539 | 23 Jul 2026 | Direct | ||
| Todd Krasnow | SYM | Class A Common Stock | Sale | -100% | $87,843 | $43.92 | -2,000 | 0 | 06 Jul 2026 | By Inlet View, Inc. |
* marks a reported price that did not pass the local price check.