SymboticSYM
13F holders, Q3 2025 (September 30)335holders +56
96new positions
37sold out
7famous investors
$53.93avg. 13F price*
At the end of Q3 2025, 335 institutions reported holding Symbotic Inc. (SYM) in their 13F filings, up 56 from Q2 2025. 96 opened new positions and 37 sold out. The largest holders were Softbank Group Corp. ($2.1B), Walmart Inc. ($808.5M) and Baillie Gifford & Co. ($683.7M). 7 famous investors held it, including Cathie Wood (0.2% of ARK Investment Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).
- Company
- Symbotic Inc.
- CUSIP
- 87151X101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $112.1M |
| Exits | 37 | $41.1M |
All 13F filers, Q2 2025 → Q3 2025: 6,733,612 shares bought and 5,082,389 shares sold, net +1,651,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 335 holders
| Softbank Group Corp. | 8.27% | No change | 39,825,312 | $2.1B |
| Walmart Inc. | 88.89% | No change | 15,000,000 | $808.5M |
| Baillie Gifford & Co. | 0.51% | Reduce -5.6% | 12,683,739 | $683.7M |
| SVF Sponsor III (DE) LLC | 100.00% | No change | 9,090,000 | $490.0M |
| Vanguard Group Inc. | 0.00% | Add +2.1% | 4,695,021 | $253.1M |
| Tidal Investments LLC | 0.43% | Add +35573.5% | 1,871,430 | $100.9M |
| Morgan Stanley | 0.00% | Reduce -8.7% | 1,365,361 | $73.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.11% | Reduce -2.0% | 1,294,855 | $69.8M |
| UBS Group AG | 0.01% | Add +22.3% | 1,105,770 | $59.6M |
| BlackRock, Inc. | 0.00% | Add +8.0% | 1,066,961 | $57.5M |
| Raymond James Financial Inc. | 0.02% | Reduce -7.0% | 902,725 | $48.7M |
| Bank of America Corp. | 0.00% | Add +92.0% | 793,069 | $42.7M |
| Renaissance Technologies | 0.05% | Add +77.8% | 727,900 | $39.2M |
| Allspring Global Investments Holdings, LLC | 0.06% | New | 590,300 | $34.3M |
| Geode Capital Management, LLC | 0.00% | Add +12.9% | 622,520 | $33.6M |
| ARK Investment Management | 0.19% | Add +32.4% | 589,887 | $31.8M |
| Amanah Holdings Trust | 5.49% | No change | 510,000 | $27.5M |
| TCW Group Inc. | 0.23% | Reduce -16.5% | 506,102 | $27.3M |
| Royal Bank of Canada | 0.00% | Reduce -0.2% | 424,725 | $22.9M |
| Hood River Capital Management LLC | 0.27% | Reduce -0.6% | 422,210 | $22.8M |
| State Street Corp. | 0.00% | Add +23.4% | 360,787 | $19.4M |
| First Trust Advisors LP | 0.01% | Add +25.6% | 351,021 | $18.9M |
| S Squared Technology, LLC | 7.17% | Reduce -27.1% | 350,000 | $18.9M |
| Exchange Traded Concepts, LLC | 0.18% | Reduce -31.3% | 347,075 | $18.7M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -4.1% | 292,977 | $15.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +24.1% | 286,697 | $15.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -5.7% | 285,630 | $15.4M |
| Legal & General Group Plc | 0.00% | Reduce -29.7% | 276,879 | $14.9M |
| Handelsbanken Fonder AB | 0.05% | Add +626.4% | 274,178 | $14.8M |
| Franklin Resources Inc. | 0.00% | Add +3188.8% | 274,155 | $14.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +78.5% | 257,785 | $13.9M |
| Thematics Asset Management | 0.62% | Reduce -58.2% | 255,465 | $13.8M |
| Two Sigma Investments, LP | 0.02% | Reduce -35.6% | 249,416 | $13.4M |
| Verition Fund Management LLC | 0.07% | Add +86.7% | 231,753 | $12.5M |
| Voloridge Investment Management, LLC | 0.04% | New | 229,620 | $12.4M |
| Tudor Investment Corporation | 0.08% | New | 222,554 | $12.0M |
| AXA Investment Managers S.A. | 0.03% | — | 220,931 | $11.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +12.5% | 217,714 | $11.7M |
| Wells Fargo & Company | 0.00% | Add +6.8% | 210,703 | $11.4M |
| Ensign Peak Advisors, Inc | 0.02% | Reduce -9.6% | 201,741 | $10.9M |
| Frontier Capital Management Co. LLC | 0.09% | Reduce -65.2% | 193,285 | $10.4M |
| Millennium Management | 0.01% | Add +48.7% | 184,986 | $10.0M |
| LPL Financial LLC | 0.00% | Add +98.9% | 182,472 | $9.8M |
| Invesco Ltd. | 0.00% | Reduce -56.0% | 133,692 | $7.2M |
| Two Sigma Advisers, LP | 0.01% | Add +1940.6% | 130,600 | $7.0M |
| Northern Trust Corp. | 0.00% | Add +10.7% | 128,691 | $6.9M |
| Blair William & Co. | 0.02% | Reduce -2.8% | 127,638 | $6.9M |
| Zevenbergen Capital Investments LLC | 0.12% | Reduce -20.2% | 113,050 | $6.1M |
| Slow Capital, Inc. | 0.68% | New | 107,502 | $5.8M |
| DDD Partners, LLC | 0.35% | Reduce -10.0% | 103,611 | $5.6M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.05% | New | 95,872 | $5.2M |
| Sei Investments Co. | 0.01% | Add +5.1% | 95,141 | $5.1M |
| Swiss National Bank | 0.00% | Add +2.7% | 95,100 | $5.1M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.34% | Add +156.7% | 93,751 | $5.1M |
| Bourne Lent Asset Management Inc. | 1.69% | No change | 88,360 | $4.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -34.4% | 88,185 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.3% | 90,735 | $4.6M |
| Susquehanna Portfolio Strategies, LLC | 0.07% | Add +1.1% | 81,620 | $4.4M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1.69% | Reduce -35.6% | 78,225 | $4.2M |
| Bridgewater Associates | 0.02% | New | 77,620 | $4.2M |
| Register Financial Advisors LLC | 1.64% | Reduce -23.3% | 77,242 | $4.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +24.1% | 74,115 | $4.0M |
| SG Americas Securities, LLC | 0.01% | Add +405.7% | 73,956 | $4.0M |
| Robocap Asset Management Ltd | 2.49% | Reduce -23.9% | 72,574 | $3.9M |
| Stifel Financial Corp. | 0.00% | Reduce -24.6% | 72,160 | $3.9M |
| Voleon Capital Management LP | 0.09% | New | 71,794 | $3.9M |
| Bank of New York Mellon Corp | 0.00% | Add +31.5% | 67,410 | $3.6M |
| FMR LLC | 0.00% | Reduce -19.3% | 61,004 | $3.3M |
| 180 Wealth Advisors, LLC | 0.38% | Reduce -1.2% | 57,810 | $3.1M |
| Advisors Asset Management, Inc. | 0.05% | Add +10.4% | 56,224 | $3.0M |
| National Bank of Canada | 0.00% | Reduce -26.6% | 55,906 | $3.0M |
| Legacy Capital Wealth Partners, LLC | 0.62% | No change | 53,174 | $2.9M |
| Victory Capital Management Inc. | 0.00% | Reduce -54.4% | 52,217 | $2.8M |
| California State Teachers Retirement System | 0.00% | No change | 51,622 | $2.8M |
| Legato Capital Management LLC | 0.30% | New | 51,000 | $2.7M |
| Wolverine Trading, LLC | 0.05% | Add +16.7% | 49,005 | $2.6M |
| Mutual Advisors, LLC | 0.05% | New | 35,612 | $2.4M |
| Citigroup Inc. | 0.00% | Reduce -23.9% | 44,796 | $2.4M |
| Bouvel Investment Partners, LLC | 0.73% | Add +0.8% | 44,479 | $2.4M |
| Engineers Gate Manager LP | 0.03% | New | 44,239 | $2.4M |
| Taylor Frigon Capital Management LLC | 1.18% | Reduce -42.4% | 44,164 | $2.4M |
| Tanaka Capital Management Inc. | 4.22% | — | 43,454 | $2.3M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +9.9% | 42,720 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.6% | 40,675 | $2.2M |
| Marathon Capital Management | 0.49% | Reduce -62.8% | 39,515 | $2.1M |
| Aquatic Capital Management LLC | 0.04% | New | 39,407 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +32.4% | 37,077 | $2.0M |
| AQR Capital Management | 0.00% | Add +10.1% | 36,138 | $1.9M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -62.2% | 35,625 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +7.8% | 35,368 | $1.9M |
| Grove Street Fiduciary, LLC | 0.89% | Add +314.4% | 35,000 | $1.9M |
| PDT Partners, LLC | 0.12% | Reduce -0.1% | 33,878 | $1.8M |
| Arkfeld Wealth Strategies, L.L.C. | 0.66% | Reduce -0.1% | 28,638 | $1.8M |
| Cherry Creek Investment Advisors, Inc. | 0.77% | New | 33,005 | $1.8M |
| Empowered Funds, LLC | 0.02% | Add +13.4% | 31,750 | $1.7M |
| Baird Financial Group, Inc. | 0.00% | Reduce -42.8% | 31,132 | $1.7M |
| Barton Investment Management | 0.17% | New | 30,425 | $1.6M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +248.6% | 29,588 | $1.6M |
| Perigon Wealth Management, LLC | 0.03% | Add +16.0% | 29,500 | $1.6M |
| M&T Bank Corp | 0.01% | Add +10.1% | 27,372 | $1.5M |
"% of holder's portfolio" is SYM's weight in each manager's 13F, not the share of Symbotic Inc. the manager owns.