Symbotic (SYM)
Builds integrated robotic systems that move, store, and orchestrate cases through warehouses.
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13F · 13D/G · Form 4
| Institutions | ≈ 19.00% | 114.89M shares | |
|---|---|---|---|
| 452 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 7.60% | 45.98M shares | |
| 11 holders · as of Aug 28, 2026 | |||
| Other | ≈ 73.40% | 443.93M shares | |
| remainder | |||
604.80M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Two share counts disagree (604.80M in the company's Sep 23, 2026 report, 115.47M elsewhere); stakes use the report.
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
This company has 3 share classes; every stake here is a share of the whole company.
13F, as of Jun 30, 2026
452 holders · 114.89M shares · 94 new positions · 268 increased · 87 reduced · 86 closed
| Holder | Shares | % of company | Chg q/q | Filed |
|---|---|---|---|---|
| SoftBank Group Corp. | 39.83M | 6.58% | 0 | Aug 14, 2026 |
| Walmart Inc. | 15.00M | 2.48% | 0 | Aug 7, 2026 |
| Baillie Gifford & Co | 12.26M | 2.03% | −216.1K | Aug 6, 2026 |
| Vanguard Portfolio Management LLC | 4.30M | 0.71% | +525.3K | Aug 13, 2026 |
| Morgan Stanley | 3.87M | 0.64% | +1.54M | Aug 13, 2026 |
| JPMorgan Chase & Co | 2.89M | 0.48% | +526.1K | Aug 12, 2026 |
| Vanguard Capital Management LLC | 2.85M | 0.47% | −64.5K | Aug 13, 2026 |
| Ameriprise Financial Inc | 2.01M | 0.33% | +1.96M | Aug 14, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| The RBC Millennium GST Non-Exempt Trust | 60.30% | 165.65M | 13D | Jun 26, 2025 |
| Walmart Inc. | 39.90% | 76.35M | 13D | Aug 7, 2026 |
| SoftBank Group Corp.incl. SB Global Advisers Limited, SVF II Holdings (DE) LLC +8 more | 31.30% | 39.83M | 13D | May 29, 2026 |
| Richard B. Cohenincl. Richard B. Cohen Revocable Trust, RJJRP Holdings, Inc. | 29.00% | 45.45M | 13D | Sep 22, 2025 |
| Baillie Gifford & Co | 10.20% | 12.44M | 13G | Feb 9, 2026 |
| Ronald M. Wrightincl. The Goose Pond Trust | 7.90% | 10.86M | 13D | May 19, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Sep 8, 2026 | Todd Krasnowdirector | Sale · 2 lots | 2,000 | $43.57 | 0 |
| Sep 1, 2026 | Charles Kanedirector | Sale | 2,000 | $39.00 | 89,852 |
| Aug 24, 2026 | James Kuffnerofficer: Chief Technology Officer | Sale | 3,952 | $40.59 | 219,858 |
| Jul 27, 2026 | Izilda P. Martinsofficer: Chief Financial Officer | Sale | 27,463 | $40.80 | 35,171 |
| Aug 3, 2026 | Todd Krasnowdirector | Sale · 4 lots | 2,000 | $45.27 | 0 |
| Aug 3, 2026 | Charles Kanedirector | Sale | 2,000 | $43.21 | 89,852 |
| Jul 24, 2026 | James Kuffnerofficer: Chief Technology Officer | Sale | 18,987 | $40.38 | 214,062 |
| Jul 24, 2026 | Maria G. Freveofficer: See Remarks | Sale | 2,244 | $40.28 | 3,096 |
| Jul 24, 2026 | Brian Daniel Alexanderofficer: SVP, Commercial | Sale | 9,130 | $40.30 | 55,611 |
| Jul 27, 2026 | William M. III Boydofficer: Chief Strategy Officer | Sale · 2 lots | 9,194 | $41.04 | 57,112 |
House and Senate disclosures
Not reported.