SymboticSYM
13F holders, Q2 2026 (June 30)419holders +7
82new positions
76sold out
9famous investors
$44.89avg. 13F price*
At the end of Q2 2026, 419 institutions reported holding Symbotic Inc. (SYM) in their 13F filings, up 7 from Q1 2026. 82 opened new positions and 76 sold out. The largest holders were Softbank Group Corp. ($1.8B), Walmart Inc. ($674.3M) and Baillie Gifford & Co. ($551.3M). 9 famous investors held it, including Cathie Wood (0.2% of ARK Investment Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ray Dalio (0.0% of Bridgewater Associates's portfolio).
- Company
- Symbotic Inc.
- CUSIP
- 87151X101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $157.8M |
| Exits | 76 | $103.1M |
All 13F filers, Q1 2026 → Q2 2026: 13,924,093 shares bought and 5,344,009 shares sold, net +8,580,084 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 419 holders
| Softbank Group Corp. | 9.85% | No change | 39,825,312 | $1.8B |
| Walmart Inc. | 91.61% | No change | 15,000,000 | $674.3M |
| Baillie Gifford & Co. | 0.50% | Reduce -1.7% | 12,263,759 | $551.3M |
| Vanguard Portfolio Management LLC | 0.01% | Add +13.9% | 4,295,652 | $193.1M |
| Morgan Stanley | 0.01% | Add +66.0% | 3,867,532 | $173.8M |
| Vanguard Capital Management LLC | 0.00% | Reduce -2.2% | 2,851,280 | $128.2M |
| JPMorgan Chase & Co. | 0.01% | Add +22.3% | 2,889,676 | $121.9M |
| Ameriprise Financial Inc. | 0.02% | Add +4136.5% | 2,011,390 | $90.4M |
| BlackRock, Inc. | 0.00% | Add +21.6% | 1,756,855 | $79.0M |
| FMR LLC | 0.00% | Reduce -21.7% | 1,426,279 | $64.1M |
| Two Sigma Investments, LP | 0.05% | Add +50.0% | 1,410,103 | $63.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.06% | Add +5.8% | 1,101,318 | $49.3M |
| Bank of America Corp. | 0.00% | Add +1.6% | 1,057,026 | $47.5M |
| Renaissance Technologies | 0.06% | Add +34.3% | 960,100 | $43.2M |
| Daiwa Securities Group Inc. | 0.10% | New | 947,266 | $42.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.0% | 935,611 | $42.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.5% | 904,237 | $40.6M |
| Canada Pension Plan Investment Board | 0.02% | Add +118.3% | 864,400 | $38.9M |
| Geode Capital Management, LLC | 0.00% | Add +0.2% | 823,795 | $37.0M |
| ARK Investment Management | 0.23% | Add +1.9% | 796,749 | $35.8M |
| Millennium Management | 0.02% | Add +115.7% | 770,980 | $34.7M |
| TCW Group Inc. | 0.22% | Reduce -0.4% | 728,481 | $32.7M |
| Exchange Traded Concepts, LLC | 0.15% | Add +39.3% | 688,141 | $30.9M |
| Legal & General Group Plc | 0.01% | Add +76.3% | 638,977 | $28.7M |
| Navis Wealth Advisors, LLC | 10.49% | Add +821.2% | 615,291 | $27.7M |
| Allspring Global Investments Holdings, LLC | 0.04% | Reduce -19.1% | 586,310 | $26.4M |
| State Street Corp. | 0.00% | Add +7.2% | 557,007 | $25.0M |
| UBS Group AG | 0.00% | Add +30.4% | 520,420 | $23.4M |
| Trexquant Investment LP | 0.14% | Add +54.1% | 499,408 | $22.4M |
| S Squared Technology, LLC | 6.79% | Add +32.0% | 487,126 | $21.9M |
| Frontier Capital Management Co. LLC | 0.20% | Add +96.3% | 481,154 | $21.6M |
| BNP Paribas Financial Markets | 0.01% | Add +53.0% | 461,507 | $20.7M |
| Point72 Asset Management | 0.03% | Add +94.0% | 400,546 | $18.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.8% | 381,719 | $17.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +3.0% | 375,810 | $16.9M |
| USS Investment Management Ltd | 0.06% | Add +13.8% | 320,860 | $14.4M |
| LPL Financial LLC | 0.00% | Add +1.6% | 307,117 | $13.8M |
| First Trust Advisors LP | 0.01% | Reduce -2.8% | 299,806 | $13.5M |
| RPG Investment Advisory, LLC | 1.23% | New | 266,959 | $12.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Add +0.7% | 263,974 | $11.9M |
| Sierra Summit Advisors LLC | 1.30% | New | 259,079 | $11.6M |
| Driehaus Capital Management LLC | 0.07% | New | 257,504 | $11.6M |
| Citadel Advisors | 0.01% | Reduce -59.2% | 255,657 | $11.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +44.2% | 250,714 | $11.3M |
| Citigroup Inc. | 0.01% | Add +13.5% | 236,956 | $10.7M |
| Mirova | 0.36% | Add +14.3% | 216,854 | $9.7M |
| SG Americas Securities, LLC | 0.01% | New | 211,061 | $9.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 207,969 | $9.3M |
| Amundi | 0.00% | Add +80.9% | 196,385 | $8.8M |
| Bridgewater Associates | 0.03% | Add +4.0% | 183,975 | $8.3M |
| Victory Capital Management Inc. | 0.00% | Add +26.6% | 180,001 | $8.1M |
| Northern Trust Corp. | 0.00% | Reduce -4.0% | 174,095 | $7.8M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | Add +14.4% | 172,081 | $7.7M |
| Mubadala Investment Co PJSC | 0.02% | New | 171,900 | $7.7M |
| Man Group plc | 0.01% | Add +294.6% | 165,222 | $7.4M |
| Qube Research & Technologies Ltd | 0.01% | New | 159,305 | $7.2M |
| Natixis | 0.03% | Add +1637.9% | 157,904 | $7.1M |
| Wells Fargo & Company | 0.00% | Reduce -2.2% | 153,035 | $6.9M |
| &partners | 0.03% | Add +57.2% | 140,800 | $6.3M |
| Seven Grand Managers, LLC | 0.25% | Add +266.7% | 137,500 | $6.2M |
| Capital Fund Management S.A. | 0.04% | Add +27.7% | 137,333 | $6.2M |
| Swiss National Bank | 0.00% | Add +34.1% | 132,500 | $6.0M |
| Tudor Investment Corporation | 0.02% | Reduce -17.9% | 121,312 | $5.5M |
| Blair William & Co. | 0.01% | Add +2.5% | 117,920 | $5.3M |
| Handelsbanken Fonder AB | 0.01% | Reduce -49.2% | 114,152 | $5.1M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.32% | Reduce -3.5% | 110,553 | $5.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +17.0% | 109,508 | $4.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.3% | 109,385 | $4.9M |
| Slow Capital, Inc. | 0.56% | Reduce -11.4% | 107,659 | $4.8M |
| Stifel Financial Corp. | 0.00% | Add +94.2% | 102,226 | $4.6M |
| Royal Bank of Canada | 0.00% | Add +0.5% | 100,562 | $4.5M |
| Invesco Ltd. | 0.00% | Add +9.2% | 91,477 | $4.1M |
| Bourne Lent Asset Management Inc. | 1.39% | Add +2.6% | 89,710 | $4.0M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +441.5% | 87,482 | $3.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -3.9% | 86,010 | $3.9M |
| ExodusPoint Capital Management, LP | 0.03% | New | 83,077 | $3.7M |
| Picton Mahoney Asset Management | 0.03% | Reduce -7.2% | 77,404 | $3.5M |
| DDD Partners, LLC | 0.21% | Add +70.8% | 75,791 | $3.4M |
| HRT Financial LP | 0.01% | New | 75,619 | $3.4M |
| California State Teachers Retirement System | 0.00% | Add +34.9% | 75,380 | $3.4M |
| Advisors Asset Management, Inc. | 0.05% | Add +4.1% | 75,109 | $3.4M |
| Los Angeles Capital Management LLC | 0.01% | Add +106.8% | 73,468 | $3.3M |
| FORA Capital, LLC | 0.22% | Add +1331.5% | 72,003 | $3.2M |
| Woodson Capital Management, LP | 0.53% | Add +159.8% | 70,000 | $3.1M |
| Marathon Capital Management | 0.64% | Add +79.5% | 69,780 | $3.1M |
| Abacus FCF Advisors LLC | 0.57% | New | 69,160 | $3.1M |
| Algert Global LLC | 0.04% | Add +25.5% | 68,630 | $3.1M |
| Cetera Investment Advisers | 0.00% | Add +47.6% | 68,244 | $3.1M |
| Legacy Capital Wealth Partners, LLC | 0.55% | Add +21.0% | 63,513 | $2.9M |
| Entropy Technologies, LP | 0.11% | Add +279.2% | 63,044 | $2.8M |
| Register Financial Advisors LLC | 0.86% | Add +4.2% | 62,522 | $2.8M |
| Barclays PLC | 0.00% | Add +40.8% | 62,262 | $2.8M |
| 180 Wealth Advisors, LLC | 0.28% | Add +3.5% | 61,717 | $2.8M |
| Taylor Frigon Capital Management LLC | 1.28% | Add +50.0% | 60,700 | $2.7M |
| Marshall Wace, LLP | 0.00% | Reduce -71.7% | 60,362 | $2.7M |
| XTX Topco Ltd | 0.03% | New | 59,967 | $2.7M |
| AQR Capital Management | 0.00% | Add +22.2% | 59,615 | $2.7M |
| Holocene Advisors, LP | 0.01% | New | 57,915 | $2.6M |
| Engineers Gate Manager LP | 0.03% | Add +469.6% | 56,930 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +15.3% | 56,691 | $2.5M |
"% of holder's portfolio" is SYM's weight in each manager's 13F, not the share of Symbotic Inc. the manager owns.