SymboticSYM
13F holders, Q4 2025 (December 31)403holders +68
93new positions
44sold out
8famous investors
$48.64avg. 13F price*
At the end of Q4 2025, 403 institutions reported holding Symbotic Inc. (SYM) in their 13F filings, up 68 from Q3 2025. 93 opened new positions and 44 sold out. The largest holders were Softbank Group Corp. ($2.4B), Walmart Inc. ($892.5M) and Baillie Gifford & Co. ($740.2M). 8 famous investors held it, including Cathie Wood (0.3% of ARK Investment Management's portfolio), Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Symbotic Inc.
- CUSIP
- 87151X101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $329.9M |
| Exits | 44 | $57.6M |
All 13F filers, Q3 2025 → Q4 2025: 43,167,613 shares bought and 8,662,317 shares sold, net +34,505,296 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 403 holders
| Softbank Group Corp. | 15.32% | No change | 39,825,312 | $2.4B |
| Walmart Inc. | 91.60% | No change | 15,000,000 | $892.5M |
| Baillie Gifford & Co. | 0.62% | Reduce -1.9% | 12,441,000 | $740.2M |
| Vanguard Group Inc. | 0.01% | Add +47.6% | 6,932,158 | $412.5M |
| SVF Sponsor III (DE) LLC | 100.00% | Reduce -38.5% | 5,590,000 | $332.6M |
| Morgan Stanley | 0.01% | Add +85.4% | 2,530,874 | $150.6M |
| JPMorgan Chase & Co. | 0.01% | Add +8244.7% | 2,174,372 | $129.4M |
| FMR LLC | 0.01% | Add +2706.5% | 1,712,079 | $101.9M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.12% | Add +2.9% | 1,331,765 | $79.3M |
| BlackRock, Inc. | 0.00% | Add +18.2% | 1,261,539 | $75.1M |
| Bank of America Corp. | 0.01% | Add +53.3% | 1,215,529 | $72.3M |
| Ghisallo Capital Management LLC | 2.81% | New | 1,059,400 | $63.0M |
| Raymond James Financial Inc. | 0.02% | Add +5.5% | 952,118 | $56.7M |
| Renaissance Technologies | 0.08% | Add +24.4% | 905,700 | $53.9M |
| UBS Group AG | 0.01% | Reduce -18.6% | 900,474 | $53.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +238.5% | 872,600 | $51.9M |
| Citadel Advisors | 0.03% | New | 832,009 | $49.5M |
| Allspring Global Investments Holdings, LLC | 0.08% | Add +23.1% | 726,411 | $47.1M |
| Geode Capital Management, LLC | 0.00% | Add +16.8% | 727,309 | $43.3M |
| Jane Street Group, LLC | 0.05% | New | 714,250 | $42.5M |
| Two Sigma Investments, LP | 0.07% | Add +186.0% | 713,306 | $42.4M |
| ARK Investment Management | 0.25% | Add +9.0% | 642,913 | $38.3M |
| Navis Wealth Advisors, LLC | 15.63% | Add +682360.6% | 26,083,643 | $36.9M |
| Marshall Wace, LLP | 0.03% | New | 571,381 | $34.0M |
| TCW Group Inc. | 0.24% | Add +11.2% | 562,560 | $33.5M |
| State Street Corp. | 0.00% | Add +34.9% | 486,716 | $29.0M |
| Burkehill Global Management, LP | 1.95% | New | 475,000 | $28.3M |
| Hood River Capital Management LLC | 0.30% | Add +7.5% | 453,992 | $27.0M |
| Franklin Resources Inc. | 0.01% | Add +59.7% | 437,795 | $26.0M |
| First Trust Advisors LP | 0.02% | Add +20.7% | 423,633 | $25.2M |
| Handelsbanken Fonder AB | 0.08% | Add +54.3% | 423,020 | $25.2M |
| Two Sigma Advisers, LP | 0.05% | Add +214.7% | 411,000 | $24.5M |
| Lord, Abbett & Co. LLC | 0.08% | New | 400,000 | $23.8M |
| Trexquant Investment LP | 0.21% | New | 395,407 | $23.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +21.4% | 347,944 | $20.7M |
| BNP Paribas Financial Markets | 0.01% | Add +15.7% | 330,320 | $19.7M |
| Exchange Traded Concepts, LLC | 0.16% | Reduce -5.7% | 327,179 | $19.5M |
| Mitsubishi UFJ Trust & Banking Corp | 0.04% | Reduce -5.4% | 277,138 | $16.5M |
| Millennium Management | 0.01% | Add +47.3% | 272,387 | $16.2M |
| S Squared Technology, LLC | 6.09% | Reduce -24.5% | 264,126 | $15.7M |
| Legal & General Group Plc | 0.00% | Reduce -9.8% | 249,897 | $14.9M |
| LPL Financial LLC | 0.00% | Add +19.5% | 218,029 | $13.0M |
| Voleon Capital Management LP | 0.25% | Add +170.4% | 194,161 | $11.6M |
| Northern Trust Corp. | 0.00% | Add +36.3% | 175,447 | $10.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -21.2% | 171,593 | $10.2M |
| Wells Fargo & Company | 0.00% | Reduce -27.7% | 152,294 | $9.1M |
| Blair William & Co. | 0.02% | Reduce -2.9% | 123,937 | $7.4M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.50% | Add +30.7% | 122,554 | $7.3M |
| Slow Capital, Inc. | 0.87% | Add +13.9% | 122,495 | $7.3M |
| Victory Capital Management Inc. | 0.00% | Add +131.6% | 120,933 | $7.2M |
| Sei Investments Co. | 0.01% | Add +25.5% | 119,396 | $7.1M |
| Aquatic Capital Management LLC | 0.20% | Add +199.8% | 118,135 | $7.0M |
| Verition Fund Management LLC | 0.04% | Reduce -50.7% | 114,336 | $6.8M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +20620.3% | 99,250 | $6.8M |
| Invesco Ltd. | 0.00% | Reduce -18.7% | 108,717 | $6.5M |
| Tudor Investment Corporation | 0.04% | Reduce -52.7% | 105,326 | $6.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | New | 105,269 | $6.3M |
| Swiss National Bank | 0.00% | Add +3.9% | 98,800 | $5.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.9% | 90,731 | $5.4M |
| Zevenbergen Capital Investments LLC | 0.12% | Reduce -21.5% | 88,750 | $5.3M |
| Bourne Lent Asset Management Inc. | 1.75% | Add +0.2% | 88,560 | $5.3M |
| Man Group plc | 0.01% | New | 87,872 | $5.2M |
| Bank of New York Mellon Corp | 0.00% | Add +30.1% | 87,668 | $5.2M |
| Dimensional Fund Advisors LP | 0.00% | Add +16.2% | 86,120 | $5.1M |
| Bridgewater Associates | 0.02% | Add +6.4% | 82,555 | $4.9M |
| Susquehanna Portfolio Strategies, LLC | 0.07% | No change | 81,620 | $4.9M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.04% | Reduce -21.0% | 75,701 | $4.5M |
| Seven Grand Managers, LLC | 0.34% | New | 75,000 | $4.5M |
| Capital Fund Management S.A. | 0.04% | New | 74,330 | $4.4M |
| Picton Mahoney Asset Management | 0.05% | New | 72,583 | $4.3M |
| Royal Bank of Canada | 0.00% | Reduce -83.3% | 70,866 | $4.2M |
| Advisors Asset Management, Inc. | 0.07% | Add +23.1% | 69,214 | $4.1M |
| Stifel Financial Corp. | 0.00% | Reduce -9.7% | 65,156 | $3.9M |
| Amundi | 0.00% | Add +256.4% | 64,421 | $3.8M |
| Register Financial Advisors LLC | 1.37% | Reduce -23.2% | 59,292 | $3.5M |
| 180 Wealth Advisors, LLC | 0.39% | Reduce -0.2% | 57,707 | $3.4M |
| Quantbot Technologies LP | 0.11% | Add +1899.8% | 57,053 | $3.4M |
| D. E. Shaw & Co. | 0.00% | Add +451.9% | 55,052 | $3.3M |
| Legacy Capital Wealth Partners, LLC | 0.68% | No change | 53,174 | $3.2M |
| Citigroup Inc. | 0.00% | Add +18.6% | 53,110 | $3.2M |
| Legato Capital Management LLC | 0.26% | No change | 51,000 | $3.0M |
| Simplex Trading, LLC | 0.08% | New | 49,607 | $3.0M |
| HRT Financial LP | 0.01% | New | 45,402 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -50.6% | 44,778 | $2.7M |
| California State Teachers Retirement System | 0.00% | Reduce -13.6% | 44,611 | $2.7M |
| Bouvel Investment Partners, LLC | 0.76% | Reduce -0.4% | 44,282 | $2.6M |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1.00% | Reduce -43.5% | 44,175 | $2.6M |
| Tanaka Capital Management Inc. | 4.71% | Reduce -0.2% | 43,354 | $2.6M |
| DDD Partners, LLC | 0.16% | Reduce -58.4% | 43,134 | $2.6M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -78.7% | 42,958 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.2% | 42,783 | $2.5M |
| AQR Capital Management | 0.00% | Add +15.6% | 41,769 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +17.4% | 41,522 | $2.5M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 40,742 | $2.4M |
| Taylor Frigon Capital Management LLC | 1.23% | Reduce -7.8% | 40,740 | $2.4M |
| Marathon Capital Management | 0.51% | Add +0.1% | 39,570 | $2.4M |
| Walleye Capital LLC | 0.01% | Add +108.1% | 38,292 | $2.3M |
| Mutual Advisors, LLC | 0.05% | Reduce -0.1% | 35,561 | $2.1M |
| Arkfeld Wealth Strategies, L.L.C. | 0.69% | Add +0.1% | 28,668 | $2.0M |
| Freemont Management S.A. | 0.39% | Add +197.3% | 33,300 | $2.0M |
"% of holder's portfolio" is SYM's weight in each manager's 13F, not the share of Symbotic Inc. the manager owns.