SymboticSYM
13F holders, Q1 2026 (March 31)412holders +9
70new positions
61sold out
10famous investors
$53.09avg. 13F price*
At the end of Q1 2026, 412 institutions reported holding Symbotic Inc. (SYM) in their 13F filings, up 9 from Q4 2025. 70 opened new positions and 61 sold out. The largest holders were Softbank Group Corp. ($2.1B), Walmart Inc. ($798.0M) and Baillie Gifford & Co. ($663.9M). 10 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $75.2M |
| Exits | 61 | $102.8M |
All 13F filers, Q4 2025 → Q1 2026: 5,947,080 shares bought and 31,521,306 shares sold, net −25,574,226 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 412 holders
| Softbank Group Corp. | 18.57% | No change | 39,825,312 | $2.1B |
| Walmart Inc. | 94.96% | No change | 15,000,000 | $798.0M |
| Baillie Gifford & Co. | 0.68% | Add +0.3% | 12,479,888 | $663.9M |
| SVF Sponsor III (DE) LLC | 100.00% | No change | 5,590,000 | $297.4M |
| Vanguard Portfolio Management LLC | 0.01% | — | 3,770,318 | $200.6M |
| Vanguard Capital Management LLC | 0.00% | — | 2,915,736 | $155.1M |
| Morgan Stanley | 0.01% | Reduce -7.9% | 2,330,286 | $124.0M |
| JPMorgan Chase & Co. | 0.01% | Add +8.7% | 2,363,546 | $112.1M |
| FMR LLC | 0.01% | Add +6.4% | 1,821,565 | $96.9M |
| BlackRock, Inc. | 0.00% | Add +14.5% | 1,444,327 | $76.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +53.1% | 1,335,760 | $71.1M |
| Bank of America Corp. | 0.00% | Reduce -14.4% | 1,040,617 | $55.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.08% | Reduce -21.9% | 1,040,635 | $55.0M |
| Raymond James Financial Inc. | 0.02% | Add +0.6% | 957,340 | $50.9M |
| Two Sigma Investments, LP | 0.04% | Add +31.8% | 939,968 | $50.0M |
| Geode Capital Management, LLC | 0.00% | Add +13.0% | 822,048 | $43.7M |
| ARK Investment Management | 0.32% | Add +21.7% | 782,223 | $41.6M |
| Allspring Global Investments Holdings, LLC | 0.07% | Reduce -0.2% | 724,976 | $39.7M |
| TCW Group Inc. | 0.29% | Add +30.0% | 731,166 | $38.9M |
| Renaissance Technologies | 0.06% | Reduce -21.1% | 714,800 | $38.0M |
| Citadel Advisors | 0.02% | Reduce -24.7% | 626,465 | $33.3M |
| Franklin Resources Inc. | 0.01% | Add +24.5% | 544,992 | $29.0M |
| Hood River Capital Management LLC | 0.28% | Add +15.5% | 524,415 | $27.9M |
| State Street Corp. | 0.00% | Add +6.8% | 519,742 | $27.7M |
| Exchange Traded Concepts, LLC | 0.20% | Add +51.0% | 493,942 | $26.3M |
| Burkehill Global Management, LP | 1.32% | No change | 475,000 | $25.3M |
| UBS Group AG | 0.00% | Reduce -55.7% | 398,945 | $21.2M |
| Canada Pension Plan Investment Board | 0.01% | Add +7981.6% | 396,000 | $21.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.8% | 378,501 | $20.1M |
| S Squared Technology, LLC | 7.43% | Add +39.8% | 369,126 | $19.6M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 364,851 | $19.4M |
| Legal & General Group Plc | 0.00% | Add +45.1% | 362,533 | $19.3M |
| Millennium Management | 0.01% | Add +31.2% | 357,412 | $19.0M |
| Trexquant Investment LP | 0.12% | Reduce -18.1% | 324,004 | $17.2M |
| First Trust Advisors LP | 0.01% | Reduce -27.2% | 308,535 | $16.4M |
| LPL Financial LLC | 0.00% | Add +38.6% | 302,280 | $16.1M |
| BNP Paribas Financial Markets | 0.01% | Reduce -8.7% | 301,733 | $16.1M |
| USS Investment Management Ltd | 0.06% | New | 281,981 | $15.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.03% | Reduce -5.4% | 262,113 | $13.9M |
| Ghisallo Capital Management LLC | 0.37% | Reduce -76.4% | 250,000 | $13.3M |
| D. E. Shaw & Co. | 0.01% | Add +351.4% | 248,510 | $13.2M |
| Frontier Capital Management Co. LLC | 0.13% | Add +2069.0% | 245,054 | $13.0M |
| Handelsbanken Fonder AB | 0.04% | Reduce -46.9% | 224,517 | $11.9M |
| Marshall Wace, LLP | 0.01% | Reduce -62.7% | 212,918 | $11.3M |
| Citigroup Inc. | 0.01% | Add +293.1% | 208,781 | $11.1M |
| Point72 Asset Management | 0.02% | New | 206,516 | $11.0M |
| Mirova | 0.41% | New | 189,642 | $10.1M |
| Northern Trust Corp. | 0.00% | Add +3.3% | 181,268 | $9.6M |
| Bridgewater Associates | 0.04% | Add +114.4% | 176,987 | $9.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +1.3% | 173,815 | $9.2M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.01% | Add +60.1% | 158,877 | $8.5M |
| Wells Fargo & Company | 0.00% | Add +2.8% | 156,532 | $8.3M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 150,440 | $8.0M |
| Tudor Investment Corporation | 0.04% | Add +40.3% | 147,722 | $7.9M |
| Sei Investments Co. | 0.01% | Add +21.0% | 144,420 | $7.7M |
| Victory Capital Management Inc. | 0.00% | Add +17.6% | 142,153 | $7.6M |
| Aquatic Capital Management LLC | 0.19% | Add +7.1% | 126,521 | $6.7M |
| Slow Capital, Inc. | 0.84% | Reduce -0.8% | 121,500 | $6.5M |
| Blair William & Co. | 0.02% | Reduce -7.2% | 115,059 | $6.1M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.46% | Reduce -6.6% | 114,513 | $6.1M |
| Dimensional Fund Advisors LP | 0.00% | Add +26.6% | 109,015 | $5.8M |
| Amundi | 0.00% | Add +68.5% | 108,553 | $5.8M |
| Capital Fund Management S.A. | 0.05% | Add +44.7% | 107,537 | $5.7M |
| Royal Bank of Canada | 0.00% | Add +41.1% | 100,018 | $5.3M |
| Swiss National Bank | 0.00% | No change | 98,800 | $5.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.1% | 93,566 | $5.0M |
| &partners | 0.02% | Add +852.0% | 89,559 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | New | 89,525 | $4.8M |
| Voleon Capital Management LP | 0.10% | Reduce -54.2% | 88,938 | $4.7M |
| Bourne Lent Asset Management Inc. | 1.71% | Reduce -1.2% | 87,460 | $4.7M |
| Balyasny Asset Management L.P. | 0.01% | Add +1407.5% | 84,463 | $4.5M |
| Invesco Ltd. | 0.00% | Reduce -23.0% | 83,755 | $4.5M |
| Picton Mahoney Asset Management | 0.05% | Add +14.9% | 83,403 | $4.4M |
| Susquehanna Portfolio Strategies, LLC | 0.06% | No change | 81,620 | $4.3M |
| Advisors Asset Management, Inc. | 0.06% | Add +4.3% | 72,164 | $3.8M |
| Wealthfront Advisers LLC | 0.01% | Add +168.1% | 71,248 | $3.8M |
| Navis Wealth Advisors, LLC | 1.81% | Reduce -99.7% | 66,794 | $3.6M |
| Register Financial Advisors LLC | 1.18% | Add +1.2% | 60,022 | $3.2M |
| 180 Wealth Advisors, LLC | 0.36% | Add +3.3% | 59,601 | $3.2M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 57,740 | $3.1M |
| California State Teachers Retirement System | 0.00% | Add +25.2% | 55,871 | $3.0M |
| Algert Global LLC | 0.04% | Add +81.7% | 54,668 | $2.9M |
| Black Swift Group, LLC | 0.50% | Add +61.9% | 53,625 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -19.2% | 52,643 | $2.8M |
| Legacy Capital Wealth Partners, LLC | 0.58% | Reduce -1.3% | 52,505 | $2.8M |
| Legato Capital Management LLC | 0.25% | No change | 51,000 | $2.7M |
| Brevan Howard Capital Management LP | 0.03% | Add +200.0% | 50,698 | $2.7M |
| Group One Trading LLC | 0.09% | New | 49,473 | $2.6M |
| Osaic Holdings, Inc. | 0.00% | Add +9.8% | 49,177 | $2.6M |
| AQR Capital Management | 0.00% | Add +16.8% | 48,777 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Add +138.8% | 47,478 | $2.5M |
| Zevenbergen Capital Investments LLC | 0.07% | Reduce -46.5% | 47,450 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +39.6% | 46,247 | $2.5M |
| Bouvel Investment Partners, LLC | 0.71% | Add +3.7% | 45,926 | $2.4M |
| Ensign Peak Advisors, Inc | 0.00% | Add +5.9% | 45,506 | $2.4M |
| Simplex Trading, LLC | 0.07% | Reduce -9.4% | 44,932 | $2.4M |
| Peregrine Asset Advisers, Inc. | 0.64% | New | 44,719 | $2.4M |
| DDD Partners, LLC | 0.16% | Add +2.9% | 44,376 | $2.4M |
| Barclays PLC | 0.00% | Add +56.2% | 44,217 | $2.4M |
| 1832 Asset Management L.P. | 0.00% | Add +390.0% | 44,100 | $2.3M |
"% of holder's portfolio" is SYM's weight in each manager's 13F, not the share of Symbotic Inc. the manager owns.