SYMBOTIC INC (SYM) Institutional Shareholders

SYMBOTIC INC (SYM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $5.87B in SYM holdings during the latest filing period.

Softbank Group Corp. is currently the largest disclosed institutional shareholder of SYM tracked by InsiderSet, reporting ownership valued at approximately $2.12B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.71B, representing an estimated loss of -19.08% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 78% of the total disclosed SYM value among the investors covered in this analysis. Major shareholders include Softbank Group Corp., Walmart Inc., Baillie Gifford & Co, and several other long-term asset managers with concentrated positions in SYMBOTIC INC (SYM).

This page ranks the largest institutional SYM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

395

Total Reported Value

$5.87B

Largest Holder

Softbank Group Corp.

Largest Position

$2.12B

Insider Transactions (90d)

30

Latest Filing Quarter

Q2 2026

New Institutional Positions

80

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Softbank Group Corp.18.57%39,825,312$2,118,706,598$1,714,479,682-$404,226,916-19.08%
Walmart Inc.94.96%15,000,000$798,000,000$645,750,000-$152,250,000-19.08%
Baillie Gifford & Co0.68%12,479,888$663,930,041$537,259,178-$126,670,863-19.08%
Svf Sponsor Iii (De) Llc100.00%5,590,000$297,388,000$240,649,500-$56,738,500-19.08%
Vanguard Portfolio Management Llc0.01%3,770,318$200,580,918$162,312,190-$38,268,728-19.08%
Vanguard Capital Management Llc0.00%2,915,736$155,117,155$125,522,435-$29,594,720-19.08%
Morgan Stanley0.01%2,330,286$123,971,324$100,318,812-$23,652,512-19.08%
Fmr Llc0.01%1,821,565$96,907,284$78,418,373-$18,488,911-19.08%
Blackrock, Inc.0.00%1,444,327$76,838,196$62,178,277-$14,659,919-19.08%
Goldman Sachs Group Inc0.01%1,335,760$71,062,432$57,504,468-$13,557,964-19.08%
Bank Of America Corp0.00%1,040,617$55,360,824$44,798,562-$10,562,262-19.08%
Mirae Asset Global Etfs Holdings Ltd.0.07%1,040,635$55,024,538$44,799,337-$10,225,201-18.58%
Raymond James Financial Inc0.02%957,340$50,930,488$41,213,487-$9,717,001-19.08%
Two Sigma Investments, Lp0.04%939,968$50,006,298$40,465,622-$9,540,676-19.08%
Geode Capital Management, Llc0.00%822,048$43,749,285$35,389,166-$8,360,119-19.11%
Daiwa Securities Group Inc.0.10%947,266$42,579,607$40,779,801-$1,799,806-4.23%
ARK InvestCathie Wood0.32%782,223$41,614,264$33,674,700-$7,939,564-19.08%
Allspring Global Investments Holdings, Llc0.07%724,976$39,743,184$31,210,217-$8,532,967-21.47%
Renaissance Technologies LLCJim Simons0.06%714,800$38,027,360$30,772,140-$7,255,220-19.08%
Citadel Advisors Llc0.02%626,465$33,327,938$26,969,318-$6,358,620-19.08%
Exchange Traded Concepts, Llc0.15%688,141$30,931,938$29,624,470-$1,307,468-4.23%
Franklin Resources Inc0.01%544,992$28,993,574$23,461,906-$5,531,668-19.08%
Hood River Capital Management Llc0.28%524,415$27,898,878$22,576,066-$5,322,812-19.08%
State Street Corp0.00%519,742$27,650,274$22,374,893-$5,275,381-19.08%
Burkehill Global Management, Lp1.25%475,000$25,270,000$20,448,750-$4,821,250-19.08%
Ubs Group Ag0.00%398,945$21,223,874$17,174,582-$4,049,292-19.08%
Canada Pension Plan Investment Board0.01%396,000$21,067,200$17,047,800-$4,019,400-19.08%
Charles Schwab Investment Management Inc0.00%378,501$20,136,253$16,294,468-$3,841,785-19.08%
S Squared Technology, Llc7.43%369,126$19,637,503$15,890,874-$3,746,629-19.08%
Vanguard Fiduciary Trust Co0.00%364,851$19,410,073$15,706,836-$3,703,237-19.08%
Legal & General Group Plc0.00%362,533$19,286,757$15,607,046-$3,679,711-19.08%
Millennium Management Llc0.01%357,412$19,014,318$15,386,587-$3,627,731-19.08%
Trexquant Investment Lp0.12%324,004$17,237,013$13,948,372-$3,288,641-19.08%
First Trust Advisors Lp0.01%308,535$16,414,062$13,282,432-$3,131,630-19.08%
Lpl Financial Llc0.00%302,280$16,081,296$13,013,154-$3,068,142-19.08%
Bnp Paribas Financial Markets0.01%301,733$16,052,196$12,989,606-$3,062,590-19.08%
Uss Investment Management Ltd0.06%281,981$15,004,209$12,139,282-$2,864,927-19.09%
Mitsubishi Ufj Trust & Banking Corp0.03%262,113$13,944,412$11,283,965-$2,660,447-19.08%
Ghisallo Capital Management Llc0.37%250,000$13,300,000$10,762,500-$2,537,500-19.08%
D. E. Shaw & Co., Inc.0.01%248,510$13,220,732$10,698,356-$2,522,377-19.08%
Frontier Capital Management Co Llc0.13%245,054$13,036,879$10,549,575-$2,487,304-19.08%
Sierra Summit Advisors Llc1.30%259,079$11,645,602$11,153,351-$492,251-4.23%
Marshall Wace, Llp0.01%212,918$11,327,237$9,166,120-$2,161,117-19.08%
Point72 Asset Management, L.P.0.02%206,516$10,986,651$8,890,514-$2,096,137-19.08%
Citigroup Inc0.00%236,956$10,651,172$10,200,956-$450,216-4.23%
Mirova0.41%189,642$10,088,954$8,164,088-$1,924,866-19.08%
Northern Trust Corp0.00%181,268$9,643,458$7,803,587-$1,839,871-19.08%
Bridgewater Associates, Lp0.04%176,987$9,415,708$7,619,290-$1,796,418-19.08%
Bnp Paribas Asset Management Holding S.A.0.01%158,877$8,452,256$6,839,655-$1,612,601-19.08%
Wells Fargo & Company/Mn0.00%156,532$8,327,501$6,738,703-$1,588,798-19.08%

Frequently asked questions about SYM

  • Who owns the most SYM stock?

    The largest holders of SYM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SYMBOTIC INC (SYM).

  • Is SYM widely held by superinvestors?

    Many widely followed stocks like SYM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SYM is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.