Who Owns Symbotic Inc. (SYM)?Hedge Fund & Institutional Holders

$48.95-1.63 (-3.21%)IndustrialsNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.1900001060606891e+250T

% of Float Held

Infinity%

QoQ Change in Holders

+13 / -4

Price History

$17.50$34.95$52.40$69.85$87.30Sep 24Jun 25Mar 26

SYM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BAILLIE GIFFORD & CONew Position+12.4M+$740.2M
Ghisallo Capital Management LLCNew Position+1.1M+$63.0M
CITADEL ADVISORS LLCNew Position+832K+$49.0M
Allspring Global Investments Holdings, LLCNew Position+726K+$47.1M
JANE STREET GROUP, LLCNew Position+714K+$42.0M
MARSHALL WACE, LLPNew Position+571K+$33.0M
Burkehill Global Management, LPNew Position+475K+$28.3M
Trexquant Investment LPNew Position+395K+$23.5M
LORD, ABBETT & CO. LLCNew Position+400K+$23.0M
Mitsubishi UFJ Trust & Banking CorpNew Position+277K+$16.5M
Handelsbanken Fonder ABIncreased+149K+$10.2M
IQ EQ FUND MANAGEMENT (IRELAND) LtdNew Position+123K+$7.3M
Slow Capital, Inc.New Position+122K+$7.3M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDNew Position+105K+$6.0M
BNP Paribas Asset Management Holding S.A.Increased+99K+$6.0M

SYM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SVF Sponsor III (DE) LLCDecreased-3.5M-$489.6B
Tidal Investments LLCDecreased-1.9M-$100.9B
UBS Group AGDecreased-205K-$59.5B
Amanah Holdings TrustClosed Position-510K-$27.5B
ROYAL BANK OF CANADADecreased-354K-$22.9B
S Squared Technology, LLCDecreased-86K-$18.8B
EXCHANGE TRADED CONCEPTS, LLCDecreased-20K-$18.7B
Legal & General Group PlcDecreased-27K-$14.9B
Thematics Asset ManagementClosed Position-255K-$13.8B
Verition Fund Management LLCDecreased-117K-$12.5B
VOLORIDGE INVESTMENT MANAGEMENT, LLCClosed Position-230K-$12.4B
TUDOR INVESTMENT CORP ET ALDecreased-117K-$12.0B
AXA Investment Managers S.A.Closed Position-221K-$11.9B
WELLS FARGO & COMPANY/MNDecreased-58K-$11.3B
Ensign Peak Advisors, IncDecreased-159K-$10.9B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SOFTBANK GROUP CORP.20,000,000$1.2B7.69%Share
2SOFTBANK GROUP CORP.17,825,312$1.1B6.86%Share
3Walmart Inc.15,000,000$892.5M91.60%Share
4BAILLIE GIFFORD & CO7,669,464$456.3M0.38%Share
5VANGUARD GROUP INC6,526,846$388.3M0.01%Share
6SVF Sponsor III (DE) LLC5,590,000$332.6M100.00%Share
7BAILLIE GIFFORD & CO2,834,461$168.7M0.14%Share
8SOFTBANK GROUP CORP.2,000,000$119.0M0.77%Share
9BAILLIE GIFFORD & CO1,431,158$85.2M0.07%Share
10FMR LLC1,382,924$82.0M0.00%Share
11MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,270,216$75.0M0.11%Share
12MORGAN STANLEY1,115,244$66.0M0.00%Share
13SUSQUEHANNA INTERNATIONAL GROUP, LLP1,095,200$65.0M0.01%Put
14BANK OF AMERICA CORP /DE/1,097,098$65.0M0.00%Share
15Ghisallo Capital Management LLC1,059,400$63.0M2.81%Share
16JPMORGAN CHASE & CO1,039,528$61.0M0.00%Share
17SUSQUEHANNA INTERNATIONAL GROUP, LLP911,600$54.0M0.01%Call
18RENAISSANCE TECHNOLOGIES LLC905,700$53.0M0.08%Share
19BlackRock, Inc.876,759$52.0M0.00%Share
20UBS Group AG851,918$50.7M0.01%Share
21Allspring Global Investments Holdings, LLC698,383$45.3M0.07%Share
22RAYMOND JAMES FINANCIAL INC764,675$45.0M0.01%Share
23GOLDMAN SACHS GROUP INC727,488$43.0M0.01%Share
24TWO SIGMA INVESTMENTS, LP713,306$42.0M0.06%Share
25MORGAN STANLEY706,367$42.0M0.00%Share
26ARK Investment Management LLC642,913$38.3M0.25%Share
27JPMORGAN CHASE & CO623,778$37.0M0.00%Share
28JANE STREET GROUP, LLC623,500$37.0M0.01%Call
29Navis Wealth Advisors, LLC26,083,643$36.9M15.63%Share
30GEODE CAPITAL MANAGEMENT, LLC611,382$36.0M0.00%Share
31BAILLIE GIFFORD & CO505,917$30.1M0.03%Share
32CITADEL ADVISORS LLC510,834$30.0M0.00%Share
33MARSHALL WACE, LLP495,638$29.0M0.03%Share
34Burkehill Global Management, LP475,000$28.3M1.86%Share
35STATE STREET CORP486,716$28.0M0.00%Share
36Hood River Capital Management LLC453,992$27.0M0.30%Share
37MORGAN STANLEY466,923$27.0M0.00%Share
38JPMORGAN CHASE & CO449,746$26.0M0.00%Share
39CITADEL ADVISORS LLC435,100$25.0M0.00%Call
40FIRST TRUST ADVISORS LP423,633$25.0M0.02%Share
41FRANKLIN RESOURCES INC435,539$25.0M0.01%Share
42Handelsbanken Fonder AB423,020$25.0M0.08%Share
43TWO SIGMA ADVISERS, LP411,000$24.0M0.05%Share
44JANE STREET GROUP, LLC416,500$24.0M0.00%Put
45Trexquant Investment LP395,407$23.5M0.21%Share
46LORD, ABBETT & CO. LLC400,000$23.0M0.07%Share
47JANE STREET GROUP, LLC394,254$23.0M0.00%Share
48VANGUARD GROUP INC338,864$20.2M0.00%Share
49CHARLES SCHWAB INVESTMENT MANAGEMENT INC347,944$20.0M0.00%Share
50EXCHANGE TRADED CONCEPTS, LLC327,179$19.5M0.15%Share

SYM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025399$6.7B+175
Q3 2025224$4.8T-14
Q2 2025238$3.8T+24
Q1 2025214$2.1T+29
Q4 2024185$23.8T+38
Q3 2024147$351.1T-30
Q2 2024177$432.5T+5
Q1 2024172$417.5T—

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As of Q4 2025, 50 institutional investors hold SYM (Symbotic Inc.). The largest holder is SOFTBANK GROUP CORP. with $1.2B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own SYM?

As of Q4 2025, 50 institutional investors report holding SYM (Symbotic Inc.) in their 13F filings.

Who is the largest institutional holder of SYM?

The largest institutional holder of SYM is SOFTBANK GROUP CORP. with $1.2B in shares.

Is institutional ownership of SYM increasing or decreasing?

This quarter, 13 institutions opened new positions in SYM and 4 closed their positions.