Symbotic Ownership | Who Owns Symbotic?

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Symbotic Ownership Summary

Symbotic is owned by 80.46% institutional investors, 16.75% insiders, and 2.79% retail investors. Softbank group is the largest institutional shareholder, holding 38.89% of SYM shares. Vanguard Growth Index Investor is the top mutual fund, with 1.18% of its assets in Symbotic shares.

SYM Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Symbotic	80.46%	16.75%	2.79%
Sector	Financial Services Stocks	43.55%	12.63%	43.82%
Industry	Shell Companies Stocks	30.44%	16.79%	52.77%
Idea	Artificial Intelligence Stocks List	63.62%	5.10%	31.28%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Softbank group	39.83M	38.89%	$1.40B
Baillie gifford	10.66M	10.41%	$374.84M
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
Thematics asset management	805.51K	1.16%	$28.32M
Taylor frigon capital management	66.87K	1.12%	$2.35M
Bourne lent asset management	61.71K	0.83%	$2.17M
Register financial advisors	41.30K	0.73%	$1.45M
Hodges capital management	270.74K	0.64%	$9.52M
Options solutions	25.65K	0.53%	$901.89K

Top Buyers

Holder	Shares	% Assets	Change
Mirae asset global etfs	1.23M	0.10%	1.23M
Baillie gifford	10.66M	0.29%	1.18M
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

Top Sellers

Holder	Shares	% Assets	Change
Mirae asset global investments	15.49K	0.00%	-553.09K
First trust advisors lp	327.91K	0.01%	-232.12K
Driehaus capital management	-	-	-195.50K
J. goldman & co lp	-	-	-164.71K
Anomaly capital management, lp	-	-	-126.13K

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
Twin tree management, lp	32.97K	0.00%	32.97K	$1.16M
Levin capital strategies	10.00K	0.04%	10.00K	$351.60K
Riverbridge partners	9.30K	0.00%	9.30K	$326.85K

Sold Out

Holder	Change
Jfs wealth advisors	-1.00
Sandy spring bank	-5.00
Nelson, van denburg & campbell wealth management group	-38.00
Redwood wealth management group	-60.00
Quadrant capital group	-61.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2023	139	69.51%	43,023,751	8.03%	69	1.61%	98	66.10%	23	109.09%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Growth Index Investor	1.23M	1.18%	8.32K
Baillie Gifford WW L/T Glb Gr B USD Acc	1.20M	1.16%	10.85K
Global X Robotics & Artfcl Intllgnc ETF	1.02M	0.98%	-
Robo Global® Robotics&Automation ETF	842.52K	0.81%	-
Vanguard Total Stock Mkt Idx Inv	786.60K	0.76%	1.17K
Baillie Gifford L/T Glb Gr Invm B Acc	751.54K	0.72%	8.98K
Fidelity Trend	728.50K	0.70%	-16.10K
Invesco Glbl Consmr Trnds A USD Acc	569.70K	0.55%	-27.00K
WisdomTree Art Intelligence ETF USD Acc	547.38K	0.53%	-
L&G ROBO Global Rbtc and Atmtn ETF	546.16K	0.53%	-1.12K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 05, 2024	Hibbard Carol J.	Chief Financial Officer	Sell	$624.61K
Nov 05, 2024	Hibbard Carol J.	Chief Financial Officer	Sell	$36.33K
Nov 04, 2024	KRASNOW TODD	-	Sell	$56.31K
Oct 28, 2024	Boyd William M III	Chief Strategy Officer	Sell	$241.36K
Oct 28, 2024	Boyd William M III	Chief Strategy Officer	Sell	$8.67K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	9
2024 Q3	-	10
2024 Q2	-	16
2024 Q1	-	25
2023 Q4	-	26

SYM Ownership FAQ

Who Owns Symbotic?

Symbotic shareholders are primarily institutional investors at 80.46%, followed by 16.75% insiders and 2.79% retail investors. The average institutional ownership in Symbotic's industry, Shell Companies Stocks , is 30.44%, which Symbotic exceeds.

Who owns the most shares of Symbotic?

Symbotic’s largest shareholders are Softbank group (39.83M shares, 38.89%), Baillie gifford (10.66M shares, 10.41%), and Svf sponsor iii (de) (9.09M shares, 8.88%). Together, they hold 58.17% 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 Growth Index Investor is the top mutual fund holder of Symbotic shares, with 1.18% of its total shares outstanding invested in 1.23M Symbotic shares.

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