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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SOFTBANK GROUP CORP. | 39,825,312 | $2.1B | 32.9% | 2026-Q1 |
| Walmart Inc. | 15,000,000 | $798M | 12.4% | 2026-Q1 |
| BAILLIE GIFFORD & CO added | 12,479,888 | $664M | 10.3% | 2026-Q1 |
| SVF Sponsor III (DE) LLC | 5,590,000 | $297M | 4.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,770,318 | $201M | 3.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,915,736 | $155M | 2.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,330,286 | $124M | 1.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,363,546 | $112M | 1.7% | 2026-Q1 |
| FMR LLC added | 1,796,887 | $96M | 1.5% | 2026-Q1 |
| BlackRock, Inc. added | 1,444,327 | $77M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 1,335,760 | $71M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,040,617 | $55M | 0.9% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 1,040,635 | $55M | 0.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 957,340 | $51M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 939,968 | $50M | 0.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 822,048 | $44M | 0.7% | 2026-Q1 |
| ARK Investment Management LLC added | 782,223 | $42M | 0.6% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 724,976 | $40M | 0.6% | 2026-Q1 |
| TCW GROUP INC added | 731,166 | $39M | 0.6% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 714,800 | $38M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 626,465 | $33M | 0.5% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 544,992 | $29M | 0.5% | 2026-Q1 |
| Hood River Capital Management LLC added | 524,415 | $28M | 0.4% | 2026-Q1 |
| STATE STREET CORP added | 519,742 | $28M | 0.4% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 493,942 | $26M | 0.4% | 2026-Q1 |
| Burkehill Global Management, LP | 475,000 | $25M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 398,945 | $21M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 396,000 | $21M | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 378,501 | $20M | 0.3% | 2026-Q1 |
| S SQUARED TECHNOLOGY, LLC added | 369,126 | $20M | 0.3% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 364,851 | $19M | 0.3% | 2026-Q1 |
| Legal & General Group Plc added | 362,533 | $19M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 357,412 | $19M | 0.3% | 2026-Q1 |
| Trexquant Investment LP trimmed | 324,004 | $17M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 308,535 | $16M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 302,280 | $16M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 301,733 | $16M | 0.2% | 2026-Q1 |
| USS Investment Management Ltd new | 281,981 | $15M | 0.2% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp trimmed | 262,113 | $14M | 0.2% | 2026-Q1 |
| Ghisallo Capital Management LLC trimmed | 250,000 | $13M | 0.2% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 248,510 | $13M | 0.2% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 245,054 | $13M | 0.2% | 2026-Q1 |
| Handelsbanken Fonder AB trimmed | 224,517 | $12M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 212,918 | $11M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 208,781 | $11M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 206,516 | $11M | 0.2% | 2026-Q1 |
| MIROVA new | 189,642 | $10M | 0.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 181,268 | $10M | 0.1% | 2026-Q1 |
| Bridgewater Associates, LP added | 176,987 | $9M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 173,815 | $9M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 158,877 | $8M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 156,532 | $8M | 0.1% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 150,440 | $8M | 0.1% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 147,722 | $8M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 144,420 | $8M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 142,153 | $8M | 0.1% | 2026-Q1 |
| Aquatic Capital Management LLC added | 126,521 | $7M | 0.1% | 2026-Q1 |
| Slow Capital, Inc. trimmed | 121,500 | $6M | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 115,059 | $6M | 0.1% | 2026-Q1 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd trimmed | 114,513 | $6M | 0.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 109,015 | $6M | 0.1% | 2026-Q1 |
| Amundi added | 108,553 | $6M | 0.1% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. added | 107,537 | $6M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 100,018 | $5M | 0.1% | 2026-Q1 |
| Swiss National Bank | 98,800 | $5M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 93,566 | $5M | 0.1% | 2026-Q1 |
| &PARTNERS added | 89,559 | $5M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 89,525 | $5M | 0.1% | 2026-Q1 |
| Voleon Capital Management LP trimmed | 88,938 | $5M | 0.1% | 2026-Q1 |
| BOURNE LENT ASSET MANAGEMENT INC trimmed | 87,460 | $5M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 84,463 | $4M | 0.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 83,755 | $4M | 0.1% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT added | 83,403 | $4M | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 81,620 | $4M | 0.1% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 72,164 | $4M | 0.1% | 2026-Q1 |
| Wealthfront Advisers LLC added | 71,248 | $4M | 0.1% | 2026-Q1 |
| Navis Wealth Advisors, LLC trimmed | 66,794 | $4M | 0.1% | 2026-Q1 |
| Register Financial Advisors LLC added | 60,022 | $3M | 0.0% | 2026-Q1 |
| 180 WEALTH ADVISORS, LLC added | 59,601 | $3M | 0.0% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 57,740 | $3M | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 55,871 | $3M | 0.0% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 54,668 | $3M | 0.0% | 2026-Q1 |
| Black Swift Group, LLC added | 53,625 | $3M | 0.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 52,643 | $3M | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 6,526,846 | $388M | 6.0% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 714,250 | $42M | 0.7% | 2025-Q4 stale |
| Amanah Holdings Trust | 510,000 | $27M | 0.4% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 411,000 | $24M | 0.4% | 2025-Q4 stale |
| LORD, ABBETT & CO. LLC added | 400,000 | $24M | 0.4% | 2025-Q4 stale |
| NORGES BANK new | 750,000 | $18M | 0.3% | 2025-Q3 stale |
| Thematics Asset Management trimmed | 255,465 | $14M | 0.2% | 2025-Q3 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 229,620 | $12M | 0.2% | 2025-Q3 stale |
| AXA Investment Managers S.A. new | 220,931 | $12M | 0.2% | 2025-Q3 stale |
| AXA S.A. trimmed | 276,751 | $11M | 0.2% | 2025-Q2 stale |
| O'Neil Global Advisors, Inc. new | 219,168 | $9M | 0.1% | 2025-Q2 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 105,269 | $6M | 0.1% | 2025-Q4 stale |
| Y-Intercept (Hong Kong) Ltd new | 141,664 | $6M | 0.1% | 2025-Q2 stale |
| Cubist Systematic Strategies, LLC added | 227,097 | $5M | 0.1% | 2025-Q1 stale |
| BI Asset Management Fondsmaeglerselskab A/S trimmed | 75,701 | $5M | 0.1% | 2025-Q4 stale |
| Robocap Asset Management Ltd trimmed | 72,574 | $4M | 0.1% | 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.
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.