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Institutional Ownership · SEC Form 13F

Who owns SYM (SYM)


Which tracked institutional funds hold SYM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SYM company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

410
Institutional holders
113,174,881
Shares held (tracked funds)
19.2%
Of shares outstanding

How the tape is positioned

79 tracked funds added or opened SYM while 97 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

SYM’s largest tracked holder by dollar value, SOFTBANK GROUP CORP., sizes it at 18.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 18.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in SYM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 410 tracked filers holding SYM, 222 increased or opened the position and 172 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in SYM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 26

  • VANGUARD PORTFOLIO MANAGEMENT LLC$201M
  • VANGUARD CAPITAL MANAGEMENT LLC$155M
  • VANGUARD FIDUCIARY TRUST CO$19M
  • USS Investment Management Ltd$15M
  • MIROVA$10M
  • ADAGE CAPITAL PARTNERS GP, L.L.C.$8M

Full exits 22

  • VANGUARD GROUP INC$388M
  • JANE STREET GROUP, LLC$42M
  • TWO SIGMA ADVISERS, LP$24M
  • LORD, ABBETT & CO. LLC$24M
  • HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$6M
  • BI Asset Management Fondsmaeglerselskab A/S$5M

Largest adds

  • CANADA PENSION PLAN INVESTMENT BOARD$21M
  • GOLDMAN SACHS GROUP INC$19M
  • FRONTIER CAPITAL MANAGEMENT CO LLC$12M
  • D. E. Shaw & Co., Inc.$10M
  • CITIGROUP INC$8M
  • TWO SIGMA INVESTMENTS, LP$8M

Largest trims

  • SOFTBANK GROUP CORP.$251M
  • Walmart Inc.$94M
  • BAILLIE GIFFORD & CO$76M
  • Ghisallo Capital Management LLC$50M
  • SVF Sponsor III (DE) LLC$35M
  • Navis Wealth Advisors, LLC$33M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
SOFTBANK GROUP CORP.39,825,312$2.1B32.9%2026-Q1
Walmart Inc.15,000,000$798M12.4%2026-Q1
BAILLIE GIFFORD & CO added12,479,888$664M10.3%2026-Q1
SVF Sponsor III (DE) LLC5,590,000$297M4.6%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new3,770,318$201M3.1%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,915,736$155M2.4%2026-Q1
MORGAN STANLEY trimmed2,330,286$124M1.9%2026-Q1
JPMORGAN CHASE & CO added2,363,546$112M1.7%2026-Q1
FMR LLC added1,796,887$96M1.5%2026-Q1
BlackRock, Inc. added1,444,327$77M1.2%2026-Q1
GOLDMAN SACHS GROUP INC added1,335,760$71M1.1%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed1,040,617$55M0.9%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed1,040,635$55M0.9%2026-Q1
RAYMOND JAMES FINANCIAL INC added957,340$51M0.8%2026-Q1
TWO SIGMA INVESTMENTS, LP added939,968$50M0.8%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added822,048$44M0.7%2026-Q1
ARK Investment Management LLC added782,223$42M0.6%2026-Q1
Allspring Global Investments Holdings, LLC trimmed724,976$40M0.6%2026-Q1
TCW GROUP INC added731,166$39M0.6%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed714,800$38M0.6%2026-Q1
CITADEL ADVISORS LLC trimmed626,465$33M0.5%2026-Q1
FRANKLIN RESOURCES INC added544,992$29M0.5%2026-Q1
Hood River Capital Management LLC added524,415$28M0.4%2026-Q1
STATE STREET CORP added519,742$28M0.4%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC added493,942$26M0.4%2026-Q1
Burkehill Global Management, LP475,000$25M0.4%2026-Q1
UBS Group AG trimmed398,945$21M0.3%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD added396,000$21M0.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added378,501$20M0.3%2026-Q1
S SQUARED TECHNOLOGY, LLC added369,126$20M0.3%2026-Q1
VANGUARD FIDUCIARY TRUST CO new364,851$19M0.3%2026-Q1
Legal & General Group Plc added362,533$19M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC added357,412$19M0.3%2026-Q1
Trexquant Investment LP trimmed324,004$17M0.3%2026-Q1
FIRST TRUST ADVISORS LP trimmed308,535$16M0.3%2026-Q1
LPL Financial LLC added302,280$16M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed301,733$16M0.2%2026-Q1
USS Investment Management Ltd new281,981$15M0.2%2026-Q1
Mitsubishi UFJ Trust & Banking Corp trimmed262,113$14M0.2%2026-Q1
Ghisallo Capital Management LLC trimmed250,000$13M0.2%2026-Q1
D. E. Shaw & Co., Inc. added248,510$13M0.2%2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLC added245,054$13M0.2%2026-Q1
Handelsbanken Fonder AB trimmed224,517$12M0.2%2026-Q1
MARSHALL WACE, LLP trimmed212,918$11M0.2%2026-Q1
CITIGROUP INC added208,781$11M0.2%2026-Q1
Point72 Asset Management, L.P. trimmed206,516$11M0.2%2026-Q1
MIROVA new189,642$10M0.2%2026-Q1
NORTHERN TRUST CORP added181,268$10M0.1%2026-Q1
Bridgewater Associates, LP added176,987$9M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added173,815$9M0.1%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added158,877$8M0.1%2026-Q1
WELLS FARGO & COMPANY/MN added156,532$8M0.1%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed150,440$8M0.1%2026-Q1
TUDOR INVESTMENT CORP ET AL added147,722$8M0.1%2026-Q1
SEI INVESTMENTS CO added144,420$8M0.1%2026-Q1
VICTORY CAPITAL MANAGEMENT INC added142,153$8M0.1%2026-Q1
Aquatic Capital Management LLC added126,521$7M0.1%2026-Q1
Slow Capital, Inc. trimmed121,500$6M0.1%2026-Q1
BLAIR WILLIAM & CO/IL trimmed115,059$6M0.1%2026-Q1
IQ EQ FUND MANAGEMENT (IRELAND) Ltd trimmed114,513$6M0.1%2026-Q1
DIMENSIONAL FUND ADVISORS LP added109,015$6M0.1%2026-Q1
Amundi added108,553$6M0.1%2026-Q1
CAPITAL FUND MANAGEMENT S.A. added107,537$6M0.1%2026-Q1
ROYAL BANK OF CANADA added100,018$5M0.1%2026-Q1
Swiss National Bank98,800$5M0.1%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added93,566$5M0.1%2026-Q1
&PARTNERS added89,559$5M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added89,525$5M0.1%2026-Q1
Voleon Capital Management LP trimmed88,938$5M0.1%2026-Q1
BOURNE LENT ASSET MANAGEMENT INC trimmed87,460$5M0.1%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added84,463$4M0.1%2026-Q1
Invesco Ltd. trimmed83,755$4M0.1%2026-Q1
PICTON MAHONEY ASSET MANAGEMENT added83,403$4M0.1%2026-Q1
Susquehanna Portfolio Strategies, LLC81,620$4M0.1%2026-Q1
Advisors Asset Management, Inc. added72,164$4M0.1%2026-Q1
Wealthfront Advisers LLC added71,248$4M0.1%2026-Q1
Navis Wealth Advisors, LLC trimmed66,794$4M0.1%2026-Q1
Register Financial Advisors LLC added60,022$3M0.0%2026-Q1
180 WEALTH ADVISORS, LLC added59,601$3M0.0%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new57,740$3M0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added55,871$3M0.0%2026-Q1
ALGERT GLOBAL LLC added54,668$3M0.0%2026-Q1
Black Swift Group, LLC added53,625$3M0.0%2026-Q1
STIFEL FINANCIAL CORP trimmed52,643$3M0.0%2026-Q1
VANGUARD GROUP INC added6,526,846$388M6.0%2025-Q4 stale
JANE STREET GROUP, LLC added714,250$42M0.7%2025-Q4 stale
Amanah Holdings Trust510,000$27M0.4%2025-Q3 stale
TWO SIGMA ADVISERS, LP added411,000$24M0.4%2025-Q4 stale
LORD, ABBETT & CO. LLC added400,000$24M0.4%2025-Q4 stale
NORGES BANK new750,000$18M0.3%2025-Q3 stale
Thematics Asset Management trimmed255,465$14M0.2%2025-Q3 stale
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed229,620$12M0.2%2025-Q3 stale
AXA Investment Managers S.A. new220,931$12M0.2%2025-Q3 stale
AXA S.A. trimmed276,751$11M0.2%2025-Q2 stale
O'Neil Global Advisors, Inc. new219,168$9M0.1%2025-Q2 stale
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added105,269$6M0.1%2025-Q4 stale
Y-Intercept (Hong Kong) Ltd new141,664$6M0.1%2025-Q2 stale
Cubist Systematic Strategies, LLC added227,097$5M0.1%2025-Q1 stale
BI Asset Management Fondsmaeglerselskab A/S trimmed75,701$5M0.1%2025-Q4 stale
Robocap Asset Management Ltd trimmed72,574$4M0.1%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

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