Symbotic Ownership | Who Owns Symbotic?

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Symbotic Ownership Summary

Symbotic is owned by 84.72% institutional investors, 16.75% insiders. Softbank group is the largest institutional shareholder, holding 38.89% of SYM shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.40% of its assets in Symbotic shares.

SYM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Symbotic	84.72%	16.75%	-1.47%
Sector	Financial Services Stocks	86.48%	14.02%	-0.50%
Industry	Shell Companies Stocks	904.91%	39.76%	-844.67%
Idea	Artificial Intelligence Stocks List	63.05%	5.08%	31.87%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Softbank group	39.83M	38.89%	$1.40B
Baillie gifford	13.90M	14.53%	$329.68M
Svf sponsor iii (de)	9.09M	8.88%	$319.60M
Vanguard group	3.17M	3.10%	$111.63M
Mirae asset global etfs	1.23M	1.20%	$43.24M
Fmr	1.07M	1.05%	$37.75M
Invesco	990.58K	0.97%	$34.83M
Blackrock	980.08K	0.96%	$34.46M
Thematics asset management	805.51K	0.79%	$28.32M
Canada pension plan investment board	775.90K	0.76%	$27.28M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Svf sponsor iii (de)	9.09M	100.00%	$319.60M
Softbank group	39.83M	7.30%	$1.40B
S squared	345.00K	5.35%	$12.13M
Tanaka capital management	41.54K	3.46%	$1.46M
Register financial advisors	109.42K	1.30%	$2.59M
Thematics asset management	805.51K	1.16%	$28.32M
Taylor frigon capital management	66.87K	1.12%	$2.35M
Robocap asset management	57.68K	0.92%	$1.37M
Bourne lent asset management	87.21K	0.79%	$2.07M
Options solutions	25.65K	0.53%	$901.89K

Top Buyers

Holder	Shares	% Assets	Change
Mirae asset global etfs	1.23M	0.10%	1.23M
Vanguard group	3.17M	0.00%	748.40K
Adage capital partners gp	598.00K	0.04%	528.59K
Canada pension plan investment board	775.90K	0.03%	509.70K
Thematics asset management	805.51K	1.16%	422.47K

Top Sellers

Holder	Shares	% Assets	Change
Mirae asset global investments	15.49K	0.00%	-553.09K
Exchange traded concepts	576.67K	0.27%	-297.32K
First trust advisors lp	327.91K	0.01%	-232.12K
Driehaus capital management	-	-	-195.50K
Baillie gifford	13.90M	0.25%	-166.21K

New Positions

Holder	Shares	% Assets	Change	Value
Mirae asset global etfs	1.23M	0.10%	1.23M	$43.24M
Trexquant investment lp	99.30K	0.05%	99.30K	$3.49M
Robocap asset management	57.68K	0.92%	57.68K	$1.37M
Bouvel investment partners	44.54K	0.38%	44.54K	$1.06M
Capital market strategies	33.80K	0.46%	33.80K	$801.52K

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 %
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%
Sep 30, 2023	167	20.14%	61,401,734	42.72%	80	1.67%	105	7.14%	32	39.13%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	1.49M	1.40%	711.80K
Baillie Gifford WW L/T Glb Gr B USD Acc	1.21M	1.14%	9.44K
Vanguard Growth Index Investor	1.11M	1.04%	-129.38K
Global X Robotics & Artfcl Intllgnc ETF	1.06M	1.00%	-
Baillie Gifford L/T Glb Gr Invm B Acc	723.89K	0.68%	7.05K
Invesco Glbl Consmr Trnds A USD Acc	722.70K	0.68%	-52.20K
Thematics AI and Robotics I/A USD	709.11K	0.68%	314.53K
Fidelity Trend	605.50K	0.57%	-84.80K
Vanguard Small Cap Index	594.42K	0.56%	281.32K
Vanguard Institutional Extnd Mkt Idx Tr	583.28K	0.55%	12.38K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jan 24, 2025	Dunn Michael David	See Remarks	Sell	$120.96K
Jan 16, 2025	Dunn Michael David	See Remarks	Sell	$422.15K
Jan 02, 2025	KRASNOW TODD	-	Sell	$48.08K
Jan 03, 2025	Dunn Michael David	See Remarks	Sell	$131.96K
Dec 09, 2024	Dunn Michael David	See Remarks	Sell	$46.47K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	1
2024 Q4	-	11
2024 Q3	-	10
2024 Q2	-	16
2024 Q1	-	25

SYM Ownership FAQ

Who Owns Symbotic?

Symbotic shareholders are primarily institutional investors at 84.72%, followed by 16.75% insiders and -1.47% retail investors. The average institutional ownership in Symbotic's industry, Shell Companies Stocks , is 904.91%, which Symbotic falls below.

Who owns the most shares of Symbotic?

Symbotic’s largest shareholders are Softbank group (39.83M shares, 38.89%), Baillie gifford (13.9M shares, 14.53%), and Svf sponsor iii (de) (9.09M shares, 8.88%). Together, they hold 62.29% 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 319.6M$.

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 1.40% of its total shares outstanding invested in 1.49M Symbotic shares.

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