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 $5.14B 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 $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 $1.70B, representing an estimated loss of -5.01% 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
399
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
64
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 | $1,700,540,822 | -$89,606,952 | -5.01% | |
| Walmart Inc. | 91.61% | 15,000,000 | $674,250,000 | $640,500,000 | -$33,750,000 | -5.01% | |
| Baillie Gifford & Co | 0.50% | 12,263,759 | $551,255,967 | $523,662,509 | -$27,593,458 | -5.01% | |
| Vanguard Portfolio Management Llc | 0.01% | 4,295,652 | $193,089,557 | $183,424,340 | -$9,665,217 | -5.01% | |
| Morgan Stanley | 0.01% | 3,867,532 | $173,845,619 | $165,143,616 | -$8,702,003 | -5.01% | |
| Vanguard Capital Management Llc | 0.00% | 2,851,280 | $128,165,036 | $121,749,656 | -$6,415,380 | -5.01% | |
| Jpmorgan Chase & Co | 0.01% | 2,889,676 | $121,897,499 | $123,389,165 | +$1,491,666 | +1.22% | |
| Ameriprise Financial Inc | 0.02% | 2,011,390 | $90,412,214 | $85,886,353 | -$4,525,861 | -5.01% | |
| Blackrock, Inc. | 0.00% | 1,756,855 | $78,970,632 | $75,017,709 | -$3,952,924 | -5.01% | |
| Fmr Llc | 0.00% | 1,426,279 | $64,111,247 | $60,902,113 | -$3,209,134 | -5.01% | |
| Two Sigma Investments, Lp | 0.05% | 1,410,103 | $63,384,130 | $60,211,398 | -$3,172,732 | -5.01% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.06% | 1,101,318 | $49,280,628 | $47,026,279 | -$2,254,349 | -4.57% | |
| Bank Of America Corp | 0.00% | 1,057,026 | $47,513,320 | $45,135,010 | -$2,378,310 | -5.01% | |
| Renaissance Technologies LLC | Jim Simons | 0.06% | 960,100 | $43,156,495 | $40,996,270 | -$2,160,225 | -5.01% |
| Daiwa Securities Group Inc. | 0.10% | 947,266 | $42,579,607 | $40,448,258 | -$2,131,349 | -5.01% | |
| Goldman Sachs Group Inc | 0.00% | 935,611 | $42,055,714 | $39,950,590 | -$2,105,124 | -5.01% | |
| Raymond James Financial Inc | 0.01% | 904,237 | $40,645,453 | $38,610,920 | -$2,034,533 | -5.01% | |
| Canada Pension Plan Investment Board | 0.02% | 864,400 | $38,854,780 | $36,909,880 | -$1,944,900 | -5.01% | |
| Geode Capital Management, Llc | 0.00% | 823,795 | $37,042,144 | $35,176,047 | -$1,866,098 | -5.04% | |
| ARK Invest | Cathie Wood | 0.23% | 796,749 | $35,813,868 | $34,021,182 | -$1,792,686 | -5.01% |
| Millennium Management Llc | 0.02% | 770,980 | $34,655,551 | $32,920,846 | -$1,734,705 | -5.01% | |
| Exchange Traded Concepts, Llc | 0.15% | 688,141 | $30,931,938 | $29,383,621 | -$1,548,317 | -5.01% | |
| Legal & General Group Plc | 0.01% | 638,977 | $28,721,579 | $27,284,318 | -$1,437,261 | -5.00% | |
| Navis Wealth Advisors, Llc | 10.49% | 615,291 | $27,657,330 | $26,272,926 | -$1,384,404 | -5.01% | |
| Allspring Global Investments Holdings, Llc | 0.04% | 586,310 | $26,360,498 | $25,035,437 | -$1,325,061 | -5.03% | |
| State Street Corp | 0.00% | 557,007 | $25,037,465 | $23,784,199 | -$1,253,266 | -5.01% | |
| Ubs Group Ag | 0.00% | 520,420 | $23,392,878 | $22,221,934 | -$1,170,944 | -5.01% | |
| Trexquant Investment Lp | 0.14% | 499,408 | $22,448,390 | $21,324,722 | -$1,123,668 | -5.01% | |
| S Squared Technology, Llc | 6.79% | 487,126 | $21,896,314 | $20,800,280 | -$1,096,034 | -5.01% | |
| Frontier Capital Management Co Llc | 0.20% | 481,154 | $21,627,863 | $20,545,276 | -$1,082,587 | -5.01% | |
| Bnp Paribas Financial Markets | 0.01% | 461,507 | $20,744,740 | $19,706,349 | -$1,038,391 | -5.01% | |
| Point72 Asset Management, L.P. | 0.03% | 400,546 | $18,004,543 | $17,103,314 | -$901,229 | -5.01% | |
| Charles Schwab Investment Management Inc | 0.00% | 381,719 | $17,158,269 | $16,299,401 | -$858,868 | -5.01% | |
| Sixth Street Partners Management Company, L.P. | 0.00% | 381,719 | $17,158,269 | $16,299,401 | -$858,868 | -5.01% | |
| Vanguard Fiduciary Trust Co | 0.00% | 375,810 | $16,892,660 | $16,047,087 | -$845,573 | -5.01% | |
| Uss Investment Management Ltd | 0.05% | 320,860 | $14,419,448 | $13,700,722 | -$718,726 | -4.98% | |
| Lpl Financial Llc | 0.00% | 307,117 | $13,804,909 | $13,113,896 | -$691,013 | -5.01% | |
| First Trust Advisors Lp | 0.01% | 299,806 | $13,476,279 | $12,801,716 | -$674,563 | -5.01% | |
| Rpg Investment Advisory, Llc | 1.23% | 266,959 | $11,999,807 | $11,399,149 | -$600,658 | -5.01% | |
| Sierra Summit Advisors Llc | 1.30% | 259,079 | $11,645,602 | $11,062,673 | -$582,929 | -5.01% | |
| Driehaus Capital Management Llc | 0.07% | 257,504 | $11,574,805 | $10,995,421 | -$579,384 | -5.01% | |
| Citadel Advisors Llc | 0.01% | 255,657 | $11,491,782 | $10,916,554 | -$575,228 | -5.01% | |
| Citigroup Inc | 0.00% | 236,956 | $10,651,172 | $10,118,021 | -$533,151 | -5.01% | |
| Mirova | 0.36% | 216,854 | $9,747,587 | $9,259,666 | -$487,921 | -5.01% | |
| Healthcare Of Ontario Pension Plan Trust Fund | 0.01% | 207,969 | $9,348,207 | $8,880,276 | -$467,931 | -5.01% | |
| Amundi | 0.00% | 196,385 | $8,827,506 | $8,385,640 | -$441,866 | -5.01% | |
| Bridgewater Associates, Lp | 0.03% | 183,975 | $8,269,676 | $7,855,733 | -$413,943 | -5.01% | |
| Victory Capital Management Inc | 0.00% | 180,001 | $8,091,045 | $7,686,043 | -$405,002 | -5.01% | |
| Northern Trust Corp | 0.00% | 174,095 | $7,825,571 | $7,433,857 | -$391,714 | -5.01% | |
| Adage Capital Partners Gp, L.L.C. | 0.01% | 172,081 | $7,735,041 | $7,347,859 | -$387,182 | -5.01% |
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.