Who Owns Symbotic Stock?
NASDAQ: SYMIndustrialsIndustrial Machinery/ComponentsUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 79.40%
- Held by insiders
- 13.62%
- Institutional holders
- 554
- Institutions 79.4%
- Insiders 13.6%
- Public and other 7.0%
Who owns Symbotic stock?
Institutional investors own about 79.4% of Symbotic's shares, spread across 554 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 13.62% of SYM.
The largest institutional holders are Softbank Group Corporation (30.66%), Walmart Inc. (11.55%) and BAILLIE GIFFORD & CO (9.44%). Together, the top 10 institutions control 66.4% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their SYM positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of SYM
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Softbank Group Corporation | 39.83M | 30.66% | 0.0% |
| Walmart Inc. | 15.00M | 11.55% | 0.0% |
| BAILLIE GIFFORD & CO | 12.26M | 9.44% | -1.7% |
| Vanguard Portfolio Management LLC | 4.30M | 3.31% | +13.9% |
| Morgan Stanley | 3.87M | 2.98% | +66.0% |
| JPMORGAN CHASE & CO | 2.89M | 2.22% | +22.3% |
| Vanguard Capital Management LLC | 2.85M | 2.20% | -2.2% |
| Ameriprise Financial, Inc. | 2.01M | 1.55% | +4136.5% |
| Blackrock Inc. | 1.76M | 1.35% | +21.6% |
| FMR, LLC | 1.43M | 1.10% | -21.7% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of SYM
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.10M | 1.61% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | 2.00M | 1.54% |
| Columbia Funds Series Trust I-Columbia Cornerstone Growth Fund | 1.27M | 0.98% |
| GLOBAL X FUNDS-Global X Robotics & Artificial Intelligence ETF | 970.19K | 0.75% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 757.01K | 0.58% |
| Exch TRADED CONCEPTS TRT-ROBO Global Robotics and Automation Index ETF | 718.58K | 0.55% |
| VANGUARD INDEX FUNDS-Vanguard Mid-Cap Index Fund | 712.74K | 0.55% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 688.08K | 0.53% |
| ARK ETF Trust-ARK Autonomous Technology & Robotics ETF | 645.12K | 0.50% |
| Brighthouse Funds Trust I-Morgan Stanley Discovery Portfolio | 464.87K | 0.36% |
Frequently asked questions
Who is the largest shareholder of Symbotic?
Softbank Group Corporation is the largest institutional shareholder of SYM, owning 30.66% of shares outstanding (39.83M shares) as of its latest 13F filing.
What percentage of Symbotic is owned by institutions?
Institutions own about 79.4% of SYM shares and 91.9% of the public float.
How much of Symbotic do insiders own?
Insiders, such as officers and directors, own about 13.62% of SYM shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.