SYMBOTIC INC (SYM)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
397
Reporting holders
$5.4B
Reported value
19.3%
Of shares outstanding
4.0%
Held as options
+8
Holder change
Institutions report 116,369,296 shares against 603,863,978 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (concept 2026-06-27).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SOFTBANK GROUP CORP. | $1.8B | 39,825,312 | 9.85% | 17q | HELD |
| Walmart Inc. | $674.2M | 15,000,000 | 91.61% | 7q | HELD |
| BAILLIE GIFFORD & CO | $551.3M | 12,263,759 | 0.50% | 10q | -1.7%-$9.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $193.1M | 4,295,652 | 0.01% | 2q | +13.9%+$23.6M |
| MORGAN STANLEY | $173.8M | 3,867,532 | 0.01% | 17q | +66.0%+$69.1M |
| VANGUARD CAPITAL MANAGEMENT LLC | $128.2M | 2,851,280 | 0.00% | 2q | -2.2%-$2.9M |
| JPMORGAN CHASE & CO | $121.9M | 2,889,676 | 0.01% | 17q | +22.3%+$22.2M |
| AMERIPRISE FINANCIAL INC | $90.4M | 2,011,390 | 0.02% | 11q | +2018.2%+$86.1M |
| BlackRock, Inc. | $79.0M | 1,756,855 | 0.00% | 8q | +21.6%+$14.0M |
| TWO SIGMA INVESTMENTS, LP | $64.3M | 1,410,103 | 0.05% | 13q | +50.0%+$21.4M |
| FMR LLC | $64.1M | 1,426,279 | 0.00% | 15q | -21.7%-$17.8M |
| EXCHANGE TRADED CONCEPTS, LLC | $61.9M | 1,376,282 | 0.14% | 14q | +178.6%+$39.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $54.5M | 86,010 | 0.00% | 16q | -3.9%-$2.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $49.3M | 1,101,318 | 0.06% | 9q | +5.8%+$2.7M |
| BANK OF AMERICA CORP /DE/ | $47.5M | 1,057,026 | 0.00% | 16q | +1.6%+$737.6K |
| RENAISSANCE TECHNOLOGIES LLC | $43.2M | 960,100 | 0.06% | 5q | +34.3%+$11.0M |
| CITADEL ADVISORS LLC | $43.1M | 255,657 | 0.00% | 13q | -59.2%-$62.5M |
| Daiwa Securities Group Inc. | $42.6M | 947,266 | 0.08% | new | NEW |
| GOLDMAN SACHS GROUP INC | $42.1M | 935,611 | 0.00% | 14q | -30.0%-$18.0M |
| RAYMOND JAMES FINANCIAL INC | $40.6M | 904,237 | 0.01% | 7q | -5.5%-$2.4M |
| JANE STREET GROUP, LLC | $40.1M | options only | 0.00% | 14q | OPTIONS |
| CANADA PENSION PLAN INVESTMENT BOARD | $38.9M | 864,400 | 0.02% | 3q | +118.3%+$21.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $37.0M | 823,795 | 0.00% | 17q | HELD |
| ARK Investment Management LLC | $35.8M | 796,749 | 0.23% | 7q | +1.9%+$652.9K |
| MILLENNIUM MANAGEMENT LLC | $35.5M | 770,980 | 0.01% | 15q | +115.7%+$19.1M |
| TCW GROUP INC | $32.7M | 728,481 | 0.22% | 13q | HELD |
| Legal & General Group Plc | $28.7M | 638,977 | 0.01% | 14q | +76.3%+$12.4M |
| Navis Wealth Advisors, LLC | $27.7M | 615,291 | 10.49% | 4q | +821.2%+$24.7M |
| Allspring Global Investments Holdings, LLC | $26.4M | 586,310 | 0.04% | 4q | -19.1%-$6.2M |
| STATE STREET CORP | $25.0M | 557,007 | 0.00% | 16q | +7.2%+$1.7M |
| UBS Group AG | $23.4M | 520,420 | 0.00% | 16q | +30.4%+$5.5M |
| Point72 Asset Management, L.P. | $23.4M | 400,546 | 0.03% | 12q | +94.0%+$11.3M |
| BNP PARIBAS FINANCIAL MARKETS | $22.5M | 461,507 | 0.01% | 7q | +53.0%+$7.8M |
| Trexquant Investment LP | $22.4M | 499,408 | 0.13% | 3q | +54.1%+$7.9M |
| S SQUARED TECHNOLOGY, LLC | $21.9M | 487,126 | 6.79% | 14q | +32.0%+$5.3M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $21.6M | 481,154 | 0.20% | 15q | +96.3%+$10.6M |
| PEAK6 LLC | $21.1M | 55,357 | 0.04% | 6q | HELD |
| IMC-Chicago, LLC | $20.5M | 13,631 | 0.00% | 11q | HELD |
| Walleye Trading LLC | $18.2M | 3,120 | 0.02% | 12q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $17.2M | 381,719 | 0.00% | 13q | +0.9%+$144.6K |
| Sixth Street Partners Management Company, L.P. | $17.2M | 381,719 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $16.9M | 375,810 | 0.00% | 2q | +3.0%+$492.6K |
| GROUP ONE TRADING LLC | $15.1M | 20,544 | 0.02% | 16q | -58.5%-$21.3M |
| USS Investment Management Ltd | $14.4M | 320,860 | 0.05% | 2q | +13.8%+$1.7M |
| LPL Financial LLC | $13.8M | 307,117 | 0.00% | 14q | +1.6%+$217.4K |
| FIRST TRUST ADVISORS LP | $13.5M | 299,806 | 0.01% | 14q | -2.8%-$392.4K |
| RPG Investment Advisory, LLC | $12.0M | 266,959 | 1.23% | new | NEW |
| Mitsubishi UFJ Trust & Banking Corp | $11.9M | 263,974 | 0.03% | 10q | +0.7%+$83.7K |
| SIERRA SUMMIT ADVISORS LLC | $11.6M | 259,079 | 1.30% | new | NEW |
| Driehaus Capital Management LLC | $11.6M | 257,504 | 0.07% | new | NEW |
| CITIGROUP INC | $10.7M | 236,956 | 0.00% | 14q | +13.5%+$1.3M |
| MIROVA | $9.7M | 216,854 | 0.36% | 2q | +14.3%+$1.2M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $9.3M | 207,969 | 0.01% | new | NEW |
| Amundi | $8.8M | 196,385 | 0.00% | 13q | +80.9%+$3.9M |
| Bridgewater Associates, LP | $8.3M | 183,975 | 0.03% | 4q | +3.9%+$314.1K |
| SIMPLEX TRADING, LLC | $8.2M | 54,733 | 0.00% | 16q | +21.8%+$1.5M |
| VICTORY CAPITAL MANAGEMENT INC | $8.1M | 180,001 | 0.00% | 6q | +26.6%+$1.7M |
| NORTHERN TRUST CORP | $7.8M | 174,095 | 0.00% | 16q | -4.0%-$322.4K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $7.7M | 172,081 | 0.01% | 2q | +14.4%+$972.8K |
| Mubadala Investment Co PJSC | $7.7M | 171,900 | 0.02% | new | NEW |
| CAPITAL FUND MANAGEMENT S.A. | $7.6M | 137,333 | 0.03% | 9q | +27.7%+$1.6M |
| Man Group plc | $7.4M | 165,222 | 0.01% | 3q | +294.7%+$5.5M |
| Qube Research & Technologies Ltd | $7.2M | 159,305 | 0.01% | new | NEW |
| NATIXIS | $7.1M | 157,904 | 0.03% | 7q | +1637.9%+$6.7M |
| WELLS FARGO & COMPANY/MN | $6.9M | 153,035 | 0.00% | 16q | -51.1%-$7.2M |
| TUDOR INVESTMENT CORP ET AL | $6.7M | 121,312 | 0.01% | 8q | -17.9%-$1.5M |
| &PARTNERS | $6.3M | 140,800 | 0.03% | 3q | +57.2%+$2.3M |
| SEVEN GRAND MANAGERS, LLC | $6.2M | 137,500 | 0.25% | 3q | +266.7%+$4.5M |
| Swiss National Bank | $6.0M | 132,500 | 0.00% | 14q | +34.1%+$1.5M |
| BLAIR WILLIAM & CO/IL | $5.3M | 117,920 | 0.01% | 11q | +2.5%+$128.6K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $5.0M | 110,553 | 0.32% | 6q | -3.5%-$178.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.9M | 109,508 | 0.00% | 12q | +17.0%+$716.6K |
| DIMENSIONAL FUND ADVISORS LP | $4.9M | 109,385 | 0.00% | 13q | HELD |
| Slow Capital, Inc. | $4.8M | 107,659 | 0.56% | 4q | -11.4%-$622.2K |
| STIFEL FINANCIAL CORP | $4.6M | 102,226 | 0.00% | 5q | +94.2%+$2.2M |
| ROYAL BANK OF CANADA | $4.5M | 100,562 | 0.00% | 16q | +0.5%+$24.5K |
| Invesco Ltd. | $4.1M | 91,477 | 0.00% | 11q | +9.2%+$347.1K |
| BOURNE LENT ASSET MANAGEMENT INC | $4.0M | 89,710 | 1.39% | 15q | +2.6%+$101.1K |
| Schonfeld Strategic Advisors LLC | $3.9M | 87,482 | 0.01% | 2q | +441.5%+$3.2M |
| ExodusPoint Capital Management, LP | $3.7M | 83,077 | 0.02% | new | NEW |
| PICTON MAHONEY ASSET MANAGEMENT | $3.5M | 77,404 | 0.03% | 3q | -7.2%-$269.7K |
| DDD Partners, LLC | $3.4M | 75,791 | 0.21% | 8q | +70.8%+$1.4M |
| Advisors Asset Management, Inc. | $3.4M | 75,109 | 0.05% | 15q | +4.1%+$132.4K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $3.3M | 73,468 | 0.01% | 3q | +106.8%+$1.7M |
| FORA Capital, LLC | $3.2M | 72,003 | 0.22% | 2q | +1331.5%+$3.0M |
| Woodson Capital Management, LP | $3.1M | 70,000 | 0.53% | 2q | +159.8%+$1.9M |
| MARATHON CAPITAL MANAGEMENT | $3.1M | 69,780 | 0.64% | 10q | +79.5%+$1.4M |
| Abacus FCF Advisors LLC | $3.1M | 69,160 | 0.57% | new | NEW |
| ALGERT GLOBAL LLC | $3.1M | 68,630 | 0.04% | 4q | -37.2%-$1.8M |
| Cetera Investment Advisers | $3.1M | 68,244 | 0.00% | 10q | +47.6%+$988.8K |
| Legacy Capital Wealth Partners, LLC | $2.9M | 63,513 | 0.55% | 9q | +21.0%+$494.8K |
| Entropy Technologies, LP | $2.8M | 63,044 | 0.11% | 2q | +279.2%+$2.1M |
| Register Financial Advisors LLC | $2.8M | 62,522 | 0.86% | 15q | +4.2%+$112.4K |
| BARCLAYS PLC | $2.8M | 62,262 | 0.00% | 16q | +40.8%+$813.7K |
| 180 WEALTH ADVISORS, LLC | $2.8M | 61,717 | 0.28% | 8q | +3.6%+$95.1K |
| Verition Fund Management LLC | $2.7M | 28,674 | 0.01% | 12q | +95.2%+$1.3M |
| Taylor Frigon Capital Management LLC | $2.7M | 60,700 | 1.28% | 13q | +50.0%+$909.9K |
| MARSHALL WACE, LLP | $2.7M | 60,362 | 0.00% | 3q | -71.7%-$6.9M |
| XTX Topco Ltd | $2.7M | 59,967 | 0.03% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $2.7M | 59,615 | 0.00% | 5q | +22.2%+$487.2K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-07 | 13D/A | Walmart Inc. | 39.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 397 | $5.4B | 116,369,296 | 81 | 159 | 81 | 4.0% |
| Q1 2026 | 389 | $6.2B | 112,991,624 | 66 | 135 | 90 | 3.0% |
| Q4 2025 | 384 | $7.1B | 111,718,311 | 86 | 117 | 86 | 5.8% |
| Q3 2025 | 319 | $6.3B | 104,323,963 | 91 | 84 | 85 | 10.4% |
| Q2 2025 | 259 | $4.3B | 102,758,372 | 78 | 61 | 60 | 6.4% |
| Q1 2025 | 211 | $2.2B | 102,842,592 | 38 | 82 | 40 | 5.3% |
| Q4 2024 | 214 | $2.6B | 102,268,621 | 47 | 49 | 59 | 5.8% |
| Q3 2024 | 206 | $2.5B | 88,015,925 | 35 | 76 | 55 | 13.1% |
| Q2 2024 | 225 | $4.4B | 122,099,374 | 35 | 99 | 47 | 3.1% |
| Q1 2024 | 223 | $3.5B | 75,690,805 | 77 | 79 | 29 | 3.7% |
| Q4 2023 | 188 | $3.4B | 64,210,082 | 51 | 52 | 45 | 4.4% |
| Q3 2023 | 144 | $2.8B | 82,603,038 | 38 | 52 | 32 | 1.1% |
| Q2 2023 | 123 | $1.9B | 42,362,982 | 55 | 36 | 22 | 2.5% |
| Q1 2023 | 72 | $917.5M | 40,067,013 | 32 | 19 | 9 | 0.3% |
| Q4 2022 | 43 | $414.7M | 34,564,774 | 9 | 13 | 8 | 0.5% |
| Q3 2022 | 38 | $292.4M | 25,059,280 | 31 | 6 | 2 | 1.4% |
| Q2 2022 | 16 | $272.6M | 24,904,438 | 16 | 0 | 0 | 0.0% |