Symbotic Ownership | Who Owns Symbotic?

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Symbotic Ownership Summary

Symbotic is owned by 106.62% institutional investors, 17.06% insiders. Softbank group is the largest institutional shareholder, holding 41.62% of SYM shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.39% of its assets in Symbotic shares.

SYM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Symbotic	106.62%	17.06%	-23.68%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Shell Companies Stocks	29.19%	36.64%	34.17%
Idea	Artificial Intelligence Stocks List	52.49%	5.27%	42.25%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Softbank group	39.83M	41.62%	$944.26M
Walmart	15.00M	15.67%	$355.65M
Baillie gifford	13.90M	14.53%	$329.68M
Svf sponsor iii (de)	9.09M	9.50%	$215.52M
Vanguard group	4.97M	5.19%	$117.85M
Mirae asset global etfs	1.16M	1.21%	$27.47M
Ubs group	978.52K	1.02%	$23.20M
Fmr	968.16K	1.01%	$22.95M
Blackrock funding, inc. /de	930.29K	0.97%	$22.06M
Blackrock	980.08K	0.96%	$34.46M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Svf sponsor iii (de)	9.09M	100.00%	$215.52M
Walmart	15.00M	97.17%	$355.65M
S squared	450.00K	4.43%	$10.67M
Softbank group	39.83M	4.04%	$944.26M
Tanaka capital management	72.69K	3.94%	$1.72M
Register financial advisors	109.42K	1.30%	$2.59M
Taylor frigon capital management	83.23K	1.00%	$1.97M
Robocap asset management	57.68K	0.92%	$1.37M
Bourne lent asset management	87.21K	0.79%	$2.07M
Thematics asset management	754.86K	0.78%	$17.90M

Top Buyers

Holder	Shares	% Assets	Change
Walmart	15.00M	97.17%	15.00M
Vanguard group	4.97M	0.00%	1.45M
Raymond james financial	875.31K	0.01%	875.31K
Ubs group	978.52K	0.00%	833.96K
Bnp paribas arbitrage, snc	449.69K	0.01%	449.69K

Top Sellers

Holder	Shares	% Assets	Change
Frontier capital management	620.97K	0.14%	-566.63K
Voloridge investment management	-	-	-558.31K
Mirae asset global investments	15.49K	0.00%	-553.09K
Goldman sachs group	184.11K	0.00%	-500.31K
Adage capital partners gp	-	-	-415.00K

New Positions

Holder	Shares	% Assets	Change	Value
Walmart	15.00M	97.17%	15.00M	$355.65M
Raymond james financial	875.31K	0.01%	875.31K	$20.75M
Bnp paribas arbitrage, snc	449.69K	0.01%	449.69K	$10.66M
Hood river capital management	240.57K	0.08%	240.57K	$5.70M
Ark investment management	190.07K	0.04%	190.07K	$4.51M

Sold Out

Holder	Change
Jfs wealth advisors	-1.00
Capital performance advisors llp	-1.00
Sandy spring bank	-5.00
Global financial private client	-20.00
Nelson, van denburg & campbell wealth management group	-38.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	234	-1.27%	102,034,842	16.74%	106	1.48%	117	-10.69%	57	14.00%
Sep 30, 2024	234	-10.34%	87,339,735	5.99%	84	1.31%	128	-12.93%	50	-10.71%
Jun 30, 2024	261	-1.88%	82,401,320	8.45%	80	1.21%	147	-16.48%	56	64.71%
Mar 31, 2024	266	18.22%	75,981,499	16.66%	81	1.34%	176	41.94%	34	-34.62%
Dec 31, 2023	225	34.73%	65,128,788	6.07%	78	1.20%	124	18.10%	52	62.50%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	1.49M	1.39%	-
Baillie Gifford WW L/T Glb Gr B USD Acc	1.21M	1.13%	-2.29K
Global X Robotics & Artfcl Intllgnc ETF	1.19M	1.11%	-
Vanguard Growth Index Investor	1.11M	1.03%	1.00K
Vanguard US Total Market Shares ETF	798.10K	0.74%	12.68K
Thematics AI and Robotics I/A USD	709.11K	0.68%	314.53K
Baillie Gifford L/T Glb Gr Invm B Acc	686.16K	0.64%	-37.73K
Robo Global® Robotics&Automation ETF	680.73K	0.63%	-1.88K
Fidelity Trend	605.50K	0.56%	-
Vanguard Small Cap Index	595.96K	0.55%	483.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 04, 2025	KRASNOW TODD	-	Sell	$35.02K
Apr 02, 2025	Dunn Michael David	Chief Customer Officer	Sell	$45.37K
Mar 17, 2025	Boyd William M III	Chief Strategy Officer	Sell	$54.77K
Mar 03, 2025	KRASNOW TODD	-	Sell	$46.22K
Feb 20, 2025	Ford Rollin L.	-	Sell	$747.76K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	1
2025 Q1	-	14
2024 Q4	-	11
2024 Q3	-	10
2024 Q2	-	16

SYM Ownership FAQ

Who Owns Symbotic?

Symbotic shareholders are primarily institutional investors at 106.62%, followed by 17.06% insiders and -23.68% retail investors. The average institutional ownership in Symbotic's industry, Shell Companies Stocks , is 29.19%, which Symbotic exceeds.

Who owns the most shares of Symbotic?

Symbotic’s largest shareholders are Softbank group (39.83M shares, 41.62%), Walmart (15M shares, 15.67%), and Baillie gifford (13.9M shares, 14.53%). Together, they hold 71.82% of Symbotic’s total shares outstanding.

Does Blackrock own Symbotic?

Yes, BlackRock owns 0.96% of Symbotic, totaling 980.08K shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 34.46M$. In the last quarter, BlackRock increased its holdings by 266.56K shares, a 37.36% change.

Who is Symbotic’s biggest shareholder by percentage of total assets invested?

Svf sponsor iii (de) is Symbotic’s biggest shareholder by percentage of total assets invested, with 100.00% of its assets in 9.09M Symbotic shares, valued at 215.52M$.

Who is the top mutual fund holder of Symbotic shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Symbotic shares, with 1.39% of its total shares outstanding invested in 1.49M Symbotic shares.

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