Who owns Symbotic (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-Q2 13F filings (latest filed 2026-09-22). 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
84 tracked funds added or opened SYM while 101 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 9.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 9.8pp 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 2026-Q1 and 2026-Q2, across 391 tracked filers holding SYM, 251 increased or opened the position and 193 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 31
- Daiwa Securities Group Inc.$43M
- RPG Investment Advisory, LLC$12M
- SIERRA SUMMIT ADVISORS LLC$12M
- Driehaus Capital Management LLC$12M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$9M
- Mubadala Investment Co PJSC$8M
Full exits 29
- SVF Sponsor III (DE) LLC$297M
- Pacer Advisors, Inc.$47M
- Hood River Capital Management LLC$28M
- Burkehill Global Management, LP$25M
- Ghisallo Capital Management LLC$13M
- Handelsbanken Fonder AB$12M
Largest adds
- AMERIPRISE FINANCIAL INC$88M
- MORGAN STANLEY$50M
- Navis Wealth Advisors, LLC$24M
- CANADA PENSION PLAN INVESTMENT BOARD$18M
- MILLENNIUM MANAGEMENT LLC$16M
- TWO SIGMA INVESTMENTS, LP$13M
Largest trims
- SOFTBANK GROUP CORP.$329M
- Walmart Inc.$124M
- BAILLIE GIFFORD & CO$113M
- FMR LLC$31M
- GOLDMAN SACHS GROUP INC$29M
- FRANKLIN RESOURCES INC$29M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| SOFTBANK GROUP CORP. | 39,825,312 | $1.8B | 35.5% | 2026-Q2 |
| Walmart Inc. | 15,000,000 | $674M | 13.4% | 2026-Q2 |
| BAILLIE GIFFORD & CO trimmed | 12,263,759 | $551M | 10.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 4,295,652 | $193M | 3.8% | 2026-Q2 |
| MORGAN STANLEY added | 3,867,532 | $174M | 3.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,889,676 | $122M | 2.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 2,851,280 | $128M | 2.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,011,390 | $90M | 1.8% | 2026-Q2 |
| BlackRock, Inc. added | 1,756,855 | $79M | 1.6% | 2026-Q2 |
| FMR LLC trimmed | 1,426,279 | $64M | 1.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,410,103 | $63M | 1.3% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 1,101,318 | $49M | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,057,026 | $48M | 0.9% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 960,100 | $43M | 0.9% | 2026-Q2 |
| Daiwa Securities Group Inc. new | 947,266 | $43M | 0.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 935,611 | $42M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 904,237 | $41M | 0.8% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 864,400 | $39M | 0.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 823,795 | $37M | 0.7% | 2026-Q2 |
| ARK Investment Management LLC added | 796,749 | $36M | 0.7% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 770,980 | $35M | 0.7% | 2026-Q2 |
| TCW GROUP INC trimmed | 728,481 | $33M | 0.6% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 688,141 | $31M | 0.6% | 2026-Q2 |
| Legal & General Group Plc added | 638,977 | $29M | 0.6% | 2026-Q2 |
| Navis Wealth Advisors, LLC added | 615,291 | $28M | 0.5% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 586,310 | $26M | 0.5% | 2026-Q2 |
| STATE STREET CORP added | 557,007 | $25M | 0.5% | 2026-Q2 |
| UBS Group AG added | 520,420 | $23M | 0.5% | 2026-Q2 |
| Trexquant Investment LP added | 499,408 | $22M | 0.4% | 2026-Q2 |
| S SQUARED TECHNOLOGY, LLC added | 487,126 | $22M | 0.4% | 2026-Q2 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 481,154 | $22M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 461,507 | $21M | 0.4% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 400,546 | $18M | 0.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 381,719 | $17M | 0.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 375,810 | $17M | 0.3% | 2026-Q2 |
| USS Investment Management Ltd added | 320,860 | $14M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 307,117 | $14M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 299,806 | $13M | 0.3% | 2026-Q2 |
| RPG Investment Advisory, LLC new | 266,959 | $12M | 0.2% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 263,974 | $12M | 0.2% | 2026-Q2 |
| SIERRA SUMMIT ADVISORS LLC new | 259,079 | $12M | 0.2% | 2026-Q2 |
| Driehaus Capital Management LLC new | 257,504 | $12M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 255,657 | $11M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 250,714 | $11M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 236,956 | $11M | 0.2% | 2026-Q2 |
| MIROVA added | 216,854 | $10M | 0.2% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 207,969 | $9M | 0.2% | 2026-Q2 |
| Bridgewater Associates, LP added | 183,975 | $8M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 180,001 | $8M | 0.2% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 174,095 | $8M | 0.2% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 172,081 | $8M | 0.2% | 2026-Q2 |
| Mubadala Investment Co PJSC new | 171,900 | $8M | 0.2% | 2026-Q2 |
| Man Group plc added | 165,222 | $7M | 0.1% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 159,305 | $7M | 0.1% | 2026-Q2 |
| NATIXIS added | 157,904 | $7M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 153,035 | $7M | 0.1% | 2026-Q2 |
| &PARTNERS added | 140,800 | $6M | 0.1% | 2026-Q2 |
| SEVEN GRAND MANAGERS, LLC added | 137,500 | $6M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 137,333 | $6M | 0.1% | 2026-Q2 |
| Swiss National Bank added | 132,500 | $6M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 121,312 | $5M | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 117,920 | $5M | 0.1% | 2026-Q2 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd trimmed | 110,553 | $5M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 109,508 | $5M | 0.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 109,385 | $5M | 0.1% | 2026-Q2 |
| Slow Capital, Inc. trimmed | 107,659 | $5M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 102,226 | $5M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 100,562 | $5M | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 91,477 | $4M | 0.1% | 2026-Q2 |
| BOURNE LENT ASSET MANAGEMENT INC added | 89,710 | $4M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 87,482 | $4M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 86,010 | $4M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 83,077 | $4M | 0.1% | 2026-Q2 |
| PICTON MAHONEY ASSET MANAGEMENT trimmed | 77,404 | $3M | 0.1% | 2026-Q2 |
| DDD Partners, LLC added | 75,791 | $3M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 75,380 | $3M | 0.1% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 75,109 | $3M | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 73,468 | $3M | 0.1% | 2026-Q2 |
| FORA Capital, LLC added | 72,003 | $3M | 0.1% | 2026-Q2 |
| Woodson Capital Management, LP added | 70,000 | $3M | 0.1% | 2026-Q2 |
| MARATHON CAPITAL MANAGEMENT added | 69,780 | $3M | 0.1% | 2026-Q2 |
| Abacus FCF Advisors LLC new | 69,160 | $3M | 0.1% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 68,630 | $3M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 68,244 | $3M | 0.1% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC added | 63,513 | $3M | 0.1% | 2026-Q2 |
| Entropy Technologies, LP added | 63,044 | $3M | 0.1% | 2026-Q2 |
| Register Financial Advisors LLC added | 62,522 | $3M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 62,262 | $3M | 0.1% | 2026-Q2 |
| 180 WEALTH ADVISORS, LLC added | 61,717 | $3M | 0.1% | 2026-Q2 |
| Taylor Frigon Capital Management LLC added | 60,700 | $3M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 60,362 | $3M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 59,967 | $3M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 59,615 | $3M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP added | 57,915 | $3M | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 56,930 | $3M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 56,691 | $3M | 0.1% | 2026-Q2 |
| PEAK6 LLC added | 55,357 | $2M | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 54,733 | $2M | 0.0% | 2026-Q2 |
| Barton Investment Management added | 53,460 | $2M | 0.0% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 51,564 | $2M | 0.0% | 2026-Q2 |
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.