SYM Institutional Ownership & Shareholders
SYMBOTIC INC (SYM) is currently held by 403 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.14B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Softbank Group Corp. is currently the largest disclosed institutional shareholder of SYM tracked by InsiderSet, reporting ownership valued at approximately $1.79B in its June 30, 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 $1.51B, representing an estimated loss of -15.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% 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
403
Total Reported Value
$5.14B
Largest Holder
Softbank Group Corp.
Largest Position
$1.79B
Insider Transactions (90d)
38
Latest Filing Quarter
Q2 2026
New Institutional Positions
68
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Softbank Group Corp. | 9.85% | 39,825,312 | $1,790,147,774 | $1,510,574,084 | -$279,573,690 | -15.62% | |
| Walmart Inc. | 91.61% | 15,000,000 | $674,250,000 | $568,950,000 | -$105,300,000 | -15.62% | |
| Baillie Gifford & Co | 0.50% | 12,263,759 | $551,255,967 | $465,164,379 | -$86,091,588 | -15.62% | |
| Vanguard Portfolio Management Llc | 0.01% | 4,295,652 | $193,089,557 | $162,934,080 | -$30,155,477 | -15.62% | |
| Morgan Stanley | 0.01% | 3,867,532 | $173,845,619 | $146,695,489 | -$27,150,130 | -15.62% | |
| Vanguard Capital Management Llc | 0.00% | 2,851,280 | $128,165,036 | $108,149,050 | -$20,015,986 | -15.62% | |
| Jpmorgan Chase & Co | 0.01% | 2,889,676 | $121,897,499 | $109,605,411 | -$12,292,088 | -10.08% | |
| Ameriprise Financial Inc | 0.02% | 2,011,390 | $90,412,214 | $76,292,023 | -$14,120,191 | -15.62% | |
| Blackrock, Inc. | 0.00% | 1,756,855 | $78,970,632 | $66,637,510 | -$12,333,122 | -15.62% | |
| Fmr Llc | 0.00% | 1,426,279 | $64,111,247 | $54,098,762 | -$10,012,485 | -15.62% | |
| Two Sigma Investments, Lp | 0.05% | 1,410,103 | $63,384,130 | $53,485,207 | -$9,898,923 | -15.62% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.06% | 1,101,318 | $49,280,628 | $41,772,992 | -$7,507,636 | -15.23% | |
| Bank Of America Corp | 0.00% | 1,057,026 | $47,513,320 | $40,092,996 | -$7,420,324 | -15.62% | |
| Daiwa Securities Group Inc. | 0.10% | 1,061,323 | $44,649,859 | $40,255,981 | -$4,393,878 | -9.84% | |
| Renaissance Technologies LLC | Jim Simons | 0.06% | 960,100 | $43,156,495 | $36,416,593 | -$6,739,902 | -15.62% |
| Goldman Sachs Group Inc | 0.00% | 935,611 | $42,055,714 | $35,487,725 | -$6,567,989 | -15.62% | |
| Raymond James Financial Inc | 0.01% | 904,237 | $40,645,453 | $34,297,709 | -$6,347,744 | -15.62% | |
| Canada Pension Plan Investment Board | 0.02% | 864,400 | $38,854,780 | $32,786,692 | -$6,068,088 | -15.62% | |
| Geode Capital Management, Llc | 0.00% | 823,795 | $37,042,144 | $31,246,544 | -$5,795,600 | -15.65% | |
| ARK Invest | Cathie Wood | 0.23% | 796,749 | $35,813,868 | $30,220,690 | -$5,593,178 | -15.62% |
| Millennium Management Llc | 0.02% | 770,980 | $34,655,551 | $29,243,271 | -$5,412,280 | -15.62% | |
| Exchange Traded Concepts, Llc | 0.13% | 687,976 | $28,943,150 | $26,094,930 | -$2,848,220 | -9.84% | |
| Legal & General Group Plc | 0.01% | 638,977 | $28,721,579 | $24,236,398 | -$4,485,181 | -15.62% | |
| Navis Wealth Advisors, Llc | 10.49% | 615,291 | $27,657,330 | $23,337,988 | -$4,319,342 | -15.62% | |
| Allspring Global Investments Holdings, Llc | 0.04% | 586,310 | $26,360,498 | $22,238,738 | -$4,121,760 | -15.64% | |
| State Street Corp | 0.00% | 557,007 | $25,037,465 | $21,127,276 | -$3,910,189 | -15.62% | |
| Ubs Group Ag | 0.00% | 520,420 | $23,392,878 | $19,739,531 | -$3,653,347 | -15.62% | |
| Trexquant Investment Lp | 0.14% | 499,408 | $22,448,390 | $18,942,545 | -$3,505,845 | -15.62% | |
| S Squared Technology, Llc | 6.79% | 487,126 | $21,896,314 | $18,476,689 | -$3,419,625 | -15.62% | |
| Frontier Capital Management Co Llc | 0.20% | 481,154 | $21,627,863 | $18,250,171 | -$3,377,692 | -15.62% | |
| Bnp Paribas Financial Markets | 0.01% | 461,507 | $20,744,740 | $17,504,961 | -$3,239,779 | -15.62% | |
| Point72 Asset Management, L.P. | 0.03% | 400,546 | $18,004,543 | $15,192,710 | -$2,811,833 | -15.62% | |
| Charles Schwab Investment Management Inc | 0.00% | 381,719 | $17,158,269 | $14,478,602 | -$2,679,667 | -15.62% | |
| Vanguard Fiduciary Trust Co | 0.00% | 375,810 | $16,892,660 | $14,254,473 | -$2,638,187 | -15.62% | |
| Uss Investment Management Ltd | 0.05% | 320,860 | $14,419,448 | $12,170,220 | -$2,249,228 | -15.60% | |
| Lpl Financial Llc | 0.00% | 307,117 | $13,804,909 | $11,648,948 | -$2,155,961 | -15.62% | |
| First Trust Advisors Lp | 0.01% | 299,806 | $13,476,279 | $11,371,642 | -$2,104,637 | -15.62% | |
| Driehaus Capital Management Llc | 0.07% | 257,504 | $11,574,805 | $9,767,127 | -$1,807,678 | -15.62% | |
| Citadel Advisors Llc | 0.01% | 255,657 | $11,491,782 | $9,697,070 | -$1,794,712 | -15.62% | |
| Price T Rowe Associates Inc | 0.00% | 250,714 | $11,271,000 | $9,509,582 | -$1,761,418 | -15.63% | |
| Citigroup Inc | 0.00% | 236,956 | $10,651,172 | $8,987,741 | -$1,663,431 | -15.62% | |
| Mirova | 0.36% | 216,854 | $9,747,587 | $8,225,272 | -$1,522,315 | -15.62% | |
| Sg Americas Securities, Llc | 0.01% | 211,061 | $9,487,000 | $8,005,544 | -$1,481,456 | -15.62% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.01% | 207,969 | $9,348,207 | $7,888,264 | -$1,459,943 | -15.62% | |
| Bridgewater Associates, Lp | 0.03% | 183,975 | $8,269,676 | $6,978,172 | -$1,291,504 | -15.62% | |
| Victory Capital Management Inc | 0.00% | 180,001 | $8,091,045 | $6,827,438 | -$1,263,607 | -15.62% | |
| Northern Trust Corp | 0.00% | 174,095 | $7,825,571 | $6,603,423 | -$1,222,148 | -15.62% | |
| Adage Capital Partners Gp, L.L.C. | 0.01% | 172,081 | $7,735,041 | $6,527,032 | -$1,208,009 | -15.62% | |
| Mubadala Investment Co Pjsc | 0.02% | 171,900 | $7,726,905 | $6,520,167 | -$1,206,738 | -15.62% | |
| Man Group Plc | 0.01% | 165,222 | $7,426,729 | $6,266,870 | -$1,159,859 | -15.62% |
Frequently asked questions about SYM
Who are the largest institutional holders of SYM?
The largest institutional holders of SYM reported in the latest SEC Form 13F filings include Softbank Group Corp., Walmart Inc., Baillie Gifford & Co, Vanguard Portfolio Management Llc, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported SYM position.
What is SYM institutional ownership?
This page tracks SYM positions reported by institutional investment managers through SEC Form 13F. SYMBOTIC INC (SYM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SYM?
InsiderSet currently tracks 403 institutional managers reporting SYM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SYM shareholders.
How much SYM stock do institutions own?
Institutional investment managers disclosed approximately $5.14B in SYM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SYM institutional ownership last updated?
The latest SYM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SYM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SYM position after the reporting date.
Are institutions buying or selling SYM?
Institutional buying and selling can be analyzed by comparing SYM positions across consecutive 13F reporting periods. InsiderSet's SYM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SYM ownership changes.
How has SYM institutional ownership changed over time?
InsiderSet tracks SYM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.