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Symbotic Inc. 13F holders

421 funds reported a position in Symbotic Inc. in their 13F for the quarter ended 30 June 2026, together 116.2 million shares worth $5.22 billion. Against the quarter before, 74 opened a position, 172 added, 88 trimmed and 80 sold out; together they bought a net 3.0 million shares. The largest holders: Softbank Group Corp., Walmart Inc. and Baillie Gifford & Co.

Funds holding421+6 on Q1 2026
Shares they held116.2Mworth $5.22 billion
Net bought on the quarter3.0M sharesabout $134.6 million at the funds' values
Funds buying to selling246 to 168opened or added, to cut or sold
Opened 74Added 172Held 79Trimmed 88Sold out 80
Opened: 74 fundsAdded: 172 fundsHeld: 79 fundsTrimmed: 88 fundsSold out: 80 funds

What each fund did in SYM against its 13F for the quarter before; a change under 0.1% of a holding counts as held

Q3 2024: 214 funds, 88.4 million shares214Q3 2024Q4 2024: 223 funds, 102.6 million shares223Q4 2024Q1 2025: 223 funds, 103.3 million shares223Q1 2025Q2 2025: 281 funds, 103.5 million shares281Q2 2025Q3 2025: 336 funds, 105.0 million shares336Q3 2025Q4 2025: 405 funds, 139.0 million shares405Q4 2025Q1 2026: 415 funds, 113.2 million shares415Q1 2026Q2 2026: 421 funds, 116.2 million shares421Q2 2026

Funds reporting a position in SYM in their 13F, each quarter; hover a bar for the shares they held

Filed so far for the quarter to 30 September 2026

3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 103 reported a position in Symbotic Inc.: 12 opened one, 33 added, 22 trimmed and 17 sold out, a net 80,705 shares sold.

FundChange in sharesShares nowStatusFiling
RPG Investment Advisory, LLC-114,272152,687trimmed13F
Daiwa Securities Group Inc.+114,0571,061,323added13F
Hatch Cove Capital, LLC+47,30047,300new13F
Barton Investment Management+40,27493,734added13F
KBC Group NV+38,85940,558added13F
Concurrent Investment Advisors, LLC+34,06039,871added13F
Tealwood Asset Management Inc.+29,27029,270new13F
Lighthouse Financial LLC+19,34519,345new13F
Essex Investment Management Co. LLC+17,70017,700new13F
Nicholas Wealth, LLC.+11,51433,820added13F
Vontobel Holding Ltd.+11,06462,473added13F
Brookstone Capital Management+8,7068,706new13F
Total Clarity Wealth Management, Inc.+8,5278,527new13F
Prime Capital Investment Advisors, LLC+7,2187,218new13F
Vise Technologies, Inc.+6,4196,419new13F
International Assets Investment Management, LLC+33,88640,000added13F
Integrity Alliance, LLC.+5,27929,317added13F
New York State Teachers Retirement System+4,2654,265new13F
Register Financial Advisors LLC-4,05058,472trimmed13F
D.a. Davidson & Co.+3,72812,848added13F
Wealthcare Advisory Partners LLC+3,44010,232added13F
Midwest Professional Planners, LTD.+3,3388,646added13F
Cherry Creek Investment Advisors, Inc.-3,32810,150trimmed13F
State of Wyoming+3,12523,533added13F
Kingswood Wealth Advisors, LLC+2,89910,964added13F

The largest moves in the name among the funds that have filed, against each fund's previous 13F.

The well-known funds

Of the 44 funds followed here, 11 reported a position in Symbotic Inc. in a 13F for the quarter ended 30 June 2026. The largest: Baillie Gifford, 12.3 million shares worth $551.3 million, 0.5% of its reported book. In the quarter, 7 funds added or opened a position and 3 trimmed or sold out; together they bought a net 364,071 shares, about $16.4 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.

FundSharesValueOf its bookChange on the quarterStatusQuarter endedFiling
Baillie Gifford12,263,759$551.3 million0.5%-216,129trimmed30 June 202613F
FMR LLC1,426,279$64.1 million0.0%-395,286trimmed30 June 202613F
Two Sigma Investments1,410,103$63.4 million0.0%+470,135added30 June 202613F
Renaissance Technologies960,100$43.2 million0.1%+245,300added30 June 202613F
Geode Capital Management823,795$37.0 million0.0%+1,747added30 June 202613F
ARK Investment Management796,749$35.8 million0.2%+14,526added30 June 202613F
Millennium Management770,980$34.7 million0.0%+413,568added30 June 202613F
Point72 Asset Management400,546$18.0 million0.0%+194,030added30 June 202613F
Citadel Advisors255,657$11.5 million0.0%-370,808trimmed30 June 202613F
Bridgewater Associates183,975$8.3 million0.0%+6,988added30 June 202613F
Norges Bank12,340$554,6830.0%held30 June 202613F
Value is what the fund reported.
Read moreChange is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.

The largest holders

FundSharesShare of allValueOf its bookChange in sharesFiling
Softbank Group Corp.39,825,31234.28%$1.79 billion9.85%no change13F
Walmart Inc.15,000,00012.91%$674.2 million91.61%no change13F
Baillie Gifford & Co.12,263,75910.55%$551.3 million0.50%-216,12913F
Vanguard Portfolio Management LLC4,295,6523.70%$193.1 million0.01%+525,33413F
Morgan Stanley3,867,5323.33%$173.8 million0.01%+1,537,24613F
Vanguard Capital Management LLC2,851,2802.45%$128.2 million0.00%-64,45613F
JPMorgan Chase & Co.2,889,6762.49%$121.9 million0.01%+526,13013F
Ameriprise Financial Inc.2,011,3901.73%$90.4 million0.02%+1,963,91213F
BlackRock, Inc.1,756,8551.51%$79.0 million0.00%+312,52813F
FMR LLC1,426,2791.23%$64.1 million0.00%-395,28613F
Two Sigma Investments, LP1,410,1031.21%$63.4 million0.05%+470,13513F
Mirae Asset Global ETFS Holdings Ltd.1,101,3180.95%$49.3 million0.06%+60,68313F
Bank of America Corp.1,057,0260.91%$47.5 million0.00%+16,40913F
Renaissance Technologies LLC960,1000.83%$43.2 million0.06%+245,30013F
Daiwa Securities Group Inc.947,2660.82%$42.6 million0.10%new13F
Goldman Sachs Group Inc.935,6110.81%$42.1 million0.00%-400,14913F
Raymond James Financial Inc.904,2370.78%$40.6 million0.01%-53,10313F
Canada Pension Plan Investment Board864,4000.74%$38.9 million0.02%+468,40013F
Geode Capital Management, LLC823,7950.71%$37.0 million0.00%+1,74713F
ARK Investment Management LLC796,7490.69%$35.8 million0.23%+14,52613F
Millennium Management LLC770,9800.66%$34.7 million0.02%+413,56813F
TCW Group Inc.728,4810.63%$32.7 million0.22%-2,68513F
Exchange Traded Concepts, LLC688,1410.59%$30.9 million0.15%+194,19913F
Legal & General Group Plc638,9770.55%$28.7 million0.01%+276,44413F
Navis Wealth Advisors, LLC615,2910.53%$27.7 million10.49%+548,49713F
Allspring Global Investments Holdings, LLC586,3100.50%$26.4 million0.04%-138,66613F
State Street Corp.557,0070.48%$25.0 million0.00%+37,26513F
UBS Group AG520,4200.45%$23.4 million0.00%+121,47513F
Trexquant Investment LP499,4080.43%$22.4 million0.14%+175,40413F
S Squared Technology, LLC487,1260.42%$21.9 million6.79%+118,00013F
Frontier Capital Management Co. LLC481,1540.41%$21.6 million0.20%+236,10013F
BNP Paribas Financial Markets461,5070.40%$20.7 million0.01%+159,77413F
Point72 Asset Management, L.P.400,5460.34%$18.0 million0.03%+194,03013F
Charles Schwab Investment Management Inc.381,7190.33%$17.2 million0.00%+3,21813F
Vanguard Fiduciary Trust Co.375,8100.32%$16.9 million0.00%+10,95913F
USS Investment Management Ltd320,8600.28%$14.4 million0.05%+38,87913F
LPL Financial LLC307,1170.26%$13.8 million0.00%+4,83713F
First Trust Advisors LP299,8060.26%$13.5 million0.01%-8,72913F
RPG Investment Advisory, LLC266,9590.23%$12.0 million1.23%new13F
Mitsubishi UFJ Trust & Banking Corp263,9740.23%$11.9 million0.03%+1,86113F
Sierra Summit Advisors LLC259,0790.22%$11.6 million1.30%new13F
Driehaus Capital Management LLC257,5040.22%$11.6 million0.07%new13F
Citadel Advisors LLC255,6570.22%$11.5 million0.01%-370,80813F
Price T Rowe Associates Inc.250,7140.22%$11.3 million0.00%+76,89913F
Citigroup Inc.236,9560.20%$10.7 million0.01%+28,17513F
Mirova216,8540.19%$9.7 million0.36%+27,21213F
SG Americas Securities, LLC211,0610.18%$9.5 million0.01%new13F
Healthcare of Ontario Pension Plan Trust Fund207,9690.18%$9.3 million0.01%new13F
Amundi196,3850.17%$8.8 million0.00%+87,83213F
Bridgewater Associates, LP183,9750.16%$8.3 million0.03%+6,98813F
The 50 largest of the 421 funds that reported a position in SYM in their 13F for the quarter ended 30 June 2026, by the value each reported.
Read moreShare of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?

Options the funds reported on SYM

FundOptionShares under the optionsValue of those sharesQuarter endedFiling
Citadel AdvisorsCalls439,100$19.7 million30 June 202613F
Citadel AdvisorsPuts263,700$11.9 million30 June 202613F
Point72 Asset ManagementPuts67,700$3.0 million30 June 202613F
Point72 Asset ManagementCalls51,400$2.3 million30 June 202613F
Millennium ManagementPuts19,500$876,52530 June 202613F
Two Sigma InvestmentsPuts10,600$476,47030 June 202613F
Two Sigma InvestmentsCalls9,400$422,53030 June 202613F
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
Read moreThey are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.

Schedule 13D and 13G filed on the name, last twelve months

FiledScheduleWhoHoldingOf the classEvent dateRule or purposeFiling
7 August 202613D/AWalmart Inc.76.4 million39.9%5 August 2026EDGAR
29 May 202613D/ASoftBank Group Corp. and 10 others39.8 million31.3%27 May 2026EDGAR
19 May 202613DRonald M. Wright and 1 other10.9 million7.9%15 May 2026The Goose Pond Trust was formed for certain estate planning purposes for the benefit of the trust's beneficiaries. The settlor of The Goose Pond Trust does not retain any voting or dispositive power over shares held of record by The Goose PEDGAR
19 May 202613D/ADavid A. Ladensohn and 4 others176.9 million58.2%15 May 2026Item 4 of Schedule 13D is hereby amended to include the following: On May 15, 2026, pursuant to the terms of The 2014 QSST F/B/O Perry Cohen (the "2014 QSST") and a letter of direction from the trustee of the 2014 QSST, the 2014 QSST distriEDGAR
27 March 202613G/AThe Vanguard Group and 1 other00.0%13 March 2026passive, institutional (13d-1(b))EDGAR
9 February 202613G/ABaillie Gifford & Co and 1 other12.4 million10.2%31 December 2025passive, institutional (13d-1(b))EDGAR
30 January 202613GThe Vanguard Group and 1 other6.9 million5.7%31 December 2025passive, institutional (13d-1(b))EDGAR
8 December 202513D/ASoftBank Group Corp. and 10 others45.4 million37.7%4 December 2025Underwritten Offering On December 4, 2025 (the "Signing Date"), Goldman Sachs & Co. LLC and Citigroup Global Markets Inc., as representative of the several underwriters named therein (the "Underwriters"), entered into an underwriting agreemEDGAR
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
Read moreAmendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13G

Fails to deliver

Settlement dateShares failedPriceFile
30 September 202659$41.51SEC
28 September 2026437$43.47SEC
25 September 2026378$44.04SEC
23 September 2026214$45.07SEC
18 September 202642$44.61SEC
14 September 2026633$42.13SEC
10 September 20263$42.62SEC
8 September 20261,698$42.94SEC
1 September 20265,920$39.67SEC
31 August 202631$39.88SEC
27 August 20261,554$40.61SEC
25 August 2026702$40.03SEC
24 August 2026147$41.83SEC
19 August 202651$40.46SEC
17 August 2026100$42.70SEC
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.
Read moreLargest in the window: 5,920 on 1 September 2026. A fail is an operational fact about settlement, not a position.