SymboticSYM
13F holders, Q2 2025 (June 30)279holders +58
92new positions
34sold out
5famous investors
$38.85avg. 13F price*
At the end of Q2 2025, 279 institutions reported holding Symbotic Inc. (SYM) in their 13F filings, up 58 from Q1 2025. 92 opened new positions and 34 sold out. The largest holders were Softbank Group Corp. ($1.5B), Walmart Inc. ($582.8M) and Baillie Gifford & Co. ($522.1M). 5 famous investors held it, including Cathie Wood (0.1% of ARK Investment Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Symbotic Inc.
- CUSIP
- 87151X101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 92 | $94.3M |
| Exits | 34 | $20.5M |
All 13F filers, Q1 2025 → Q2 2025: 4,028,171 shares bought and 4,738,018 shares sold, net −709,847 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 279 holders
| Softbank Group Corp. | 6.20% | No change | 39,825,312 | $1.5B |
| Walmart Inc. | 98.23% | No change | 15,000,000 | $582.8M |
| Baillie Gifford & Co. | 0.39% | Reduce -1.9% | 13,440,113 | $522.1M |
| SVF Sponsor III (DE) LLC | 100.00% | No change | 9,090,000 | $353.1M |
| Vanguard Group Inc. | 0.00% | Add +0.5% | 4,596,637 | $178.6M |
| Morgan Stanley | 0.00% | Reduce -1.4% | 1,495,655 | $58.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.10% | Reduce -1.7% | 1,321,225 | $51.2M |
| BlackRock, Inc. | 0.00% | Add +15.8% | 988,256 | $38.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.1% | 970,198 | $37.7M |
| UBS Group AG | 0.01% | Reduce -1.5% | 904,223 | $35.1M |
| Thematics Asset Management | 1.07% | Reduce -17.4% | 611,494 | $23.8M |
| TCW Group Inc. | 0.18% | Add +2.1% | 606,156 | $23.5M |
| Frontier Capital Management Co. LLC | 0.20% | Reduce -19.8% | 554,565 | $21.5M |
| Geode Capital Management, LLC | 0.00% | Add +0.9% | 551,216 | $21.4M |
| Amanah Holdings Trust | 4.91% | — | 510,000 | $19.8M |
| Exchange Traded Concepts, LLC | 0.25% | Reduce -25.8% | 504,937 | $19.6M |
| S Squared Technology, LLC | 7.86% | No change | 480,000 | $18.6M |
| ARK Investment Management | 0.13% | Add +13.3% | 445,498 | $17.3M |
| Royal Bank of Canada | 0.00% | Add +401.5% | 425,545 | $16.5M |
| Hood River Capital Management LLC | 0.23% | Add +16.1% | 424,526 | $16.5M |
| D. E. Shaw & Co. | 0.02% | New | 418,342 | $16.3M |
| Bank of America Corp. | 0.00% | Reduce -12.9% | 413,027 | $16.0M |
| Renaissance Technologies | 0.02% | New | 409,500 | $15.9M |
| Legal & General Group Plc | 0.00% | Reduce -18.7% | 393,727 | $15.3M |
| Two Sigma Investments, LP | 0.03% | Add +168.3% | 387,503 | $15.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -10.3% | 305,611 | $11.9M |
| Invesco Ltd. | 0.00% | Add +33.2% | 304,207 | $11.8M |
| BNP Paribas Financial Markets | 0.01% | Reduce -61.9% | 302,788 | $11.8M |
| State Street Corp. | 0.00% | Reduce -6.7% | 292,321 | $11.4M |
| First Trust Advisors LP | 0.01% | Reduce -19.9% | 279,490 | $10.9M |
| AXA S.A. | 0.03% | Reduce -22.8% | 276,751 | $10.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.2% | 231,044 | $9.0M |
| Ensign Peak Advisors, Inc | 0.01% | Add +12.7% | 223,141 | $8.7M |
| O'Neil Global Advisors, Inc. | 1.96% | New | 219,168 | $8.5M |
| Wells Fargo & Company | 0.00% | Add +36.1% | 197,286 | $7.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -7.9% | 193,485 | $7.5M |
| Susquehanna International Group, LLP | 0.01% | New | 177,232 | $6.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.9% | 144,402 | $5.6M |
| Zevenbergen Capital Investments LLC | 0.11% | Reduce -74.8% | 141,746 | $5.5M |
| Y-Intercept (Hong Kong) Ltd | 0.13% | New | 141,664 | $5.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +58.4% | 134,446 | $5.2M |
| Blair William & Co. | 0.01% | Reduce -3.3% | 131,319 | $5.1M |
| Millennium Management | 0.00% | Reduce -71.4% | 124,426 | $4.8M |
| Verition Fund Management LLC | 0.03% | Add +59.4% | 124,146 | $4.8M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1.89% | Add +6.3% | 121,495 | $4.7M |
| Northern Trust Corp. | 0.00% | Add +5.9% | 116,304 | $4.5M |
| DDD Partners, LLC | 0.48% | Add +139.4% | 115,079 | $4.5M |
| Victory Capital Management Inc. | 0.00% | Add +21.7% | 114,513 | $4.4M |
| Marathon Capital Management | 1.06% | Reduce -2.0% | 106,170 | $4.1M |
| Register Financial Advisors LLC | 1.71% | Reduce -15.9% | 100,717 | $3.9M |
| Stifel Financial Corp. | 0.00% | New | 95,693 | $3.7M |
| Freemont Management S.A. | 0.61% | Add +30.6% | 95,600 | $3.7M |
| Robocap Asset Management Ltd | 2.34% | Reduce -32.0% | 95,412 | $3.7M |
| Balyasny Asset Management L.P. | 0.01% | Add +35.8% | 94,245 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +7.6% | 93,810 | $3.6M |
| Swiss National Bank | 0.00% | Add +12.4% | 92,600 | $3.6M |
| LPL Financial LLC | 0.00% | Add +33.9% | 91,747 | $3.6M |
| Sei Investments Co. | 0.00% | Add +20.2% | 90,501 | $3.5M |
| Bourne Lent Asset Management Inc. | 1.33% | No change | 88,360 | $3.4M |
| Susquehanna Portfolio Strategies, LLC | 0.07% | New | 80,720 | $3.1M |
| Amundi | 0.00% | Add +0.1% | 72,238 | $3.0M |
| Taylor Frigon Capital Management LLC | 1.58% | Reduce -6.5% | 76,665 | $3.0M |
| National Bank of Canada | 0.00% | Add +2272.4% | 76,178 | $3.0M |
| FMR LLC | 0.00% | Reduce -88.7% | 75,585 | $2.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +1.3% | 59,696 | $2.3M |
| Citigroup Inc. | 0.00% | Reduce -47.1% | 58,863 | $2.3M |
| 180 Wealth Advisors, LLC | 0.32% | Add +9.1% | 58,521 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -31.7% | 54,396 | $2.1M |
| Black Swift Group, LLC | 0.42% | New | 53,300 | $2.1M |
| Legacy Capital Wealth Partners, LLC | 0.47% | Add +8.3% | 53,174 | $2.1M |
| California State Teachers Retirement System | 0.00% | Add +44.3% | 51,622 | $2.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -15.3% | 51,263 | $2.0M |
| 1832 Asset Management L.P. | 0.00% | New | 51,000 | $2.0M |
| Advisors Asset Management, Inc. | 0.04% | Add +44.5% | 50,937 | $2.0M |
| Capital Fund Management S.A. | 0.02% | Reduce -81.8% | 46,152 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.8% | 46,019 | $1.8M |
| Natixis | 0.01% | Add +3.2% | 44,738 | $1.7M |
| Penserra Capital Management LLC | 0.02% | New | 44,419 | $1.7M |
| Bouvel Investment Partners, LLC | 0.58% | New | 44,143 | $1.7M |
| Jane Street Group, LLC | 0.00% | New | 44,022 | $1.7M |
| Wolverine Trading, LLC | 0.04% | Reduce -32.4% | 42,008 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +19831.3% | 38,866 | $1.5M |
| Capital Market Strategies LLC | 1.04% | Reduce -20.5% | 38,275 | $1.5M |
| Handelsbanken Fonder AB | 0.01% | Add +217.2% | 37,743 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +4.9% | 37,133 | $1.4M |
| Group One Trading LLC | 0.05% | New | 36,649 | $1.4M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.13% | Add +57.7% | 36,527 | $1.4M |
| WINTON GROUP Ltd | 0.07% | New | 35,184 | $1.4M |
| Arkfeld Wealth Strategies, L.L.C. | 0.54% | Add +3.9% | 28,680 | $1.4M |
| Simplex Trading, LLC | 0.04% | Add +39.0% | 34,245 | $1.3M |
| PDT Partners, LLC | 0.07% | Reduce -72.0% | 33,908 | $1.3M |
| AQR Capital Management | 0.00% | New | 32,811 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +5.5% | 32,806 | $1.3M |
| Retirement Planning Co of New England, Inc. | 0.55% | Reduce -0.4% | 31,941 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +102.4% | 31,687 | $1.2M |
| Main Management ETF Advisors, LLC | 0.05% | Add +1.7% | 29,320 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -16.9% | 28,212 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -54.6% | 28,011 | $1.1M |
| Empowered Funds, LLC | 0.01% | New | 27,987 | $1.1M |
| Perigon Wealth Management, LLC | 0.02% | New | 25,437 | $988K |
"% of holder's portfolio" is SYM's weight in each manager's 13F, not the share of Symbotic Inc. the manager owns.