Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SYM held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | SOFTBANK GROUP CORP | 39.8M | $2.12B | 0.0% | 34.491% | 18.57% |
| 2 | Walmart Inc. | 15.0M | $798.0M | 0.0% | 12.991% | 94.96% |
| 3 | BAILLIE GIFFORD & CO | 12.5M | $663.9M | +0.3% | 10.808% | 0.68% |
| 4 | SVF Sponsor III (DE) LLC | 5.6M | $297.4M | 0.0% | 4.841% | 100.00% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.8M | $200.6M | — | 3.265% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.9M | $155.1M | — | 2.525% | 0.00% |
| 7 | MORGAN STANLEY | 2.3M | $124.0M | -7.9% | 2.018% | 0.01% |
| 8 | FMR LLC | 1.8M | $96.9M | +6.4% | 1.578% | 0.01% |
| 9 | BlackRock, Inc. | 1.4M | $76.8M | +14.5% | 1.251% | 0.00% |
| 10 | GOLDMAN SACHS GROUP INC | 1.4M | $74.5M | +51.7% | 1.212% | 0.01% |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.2M | $65.3M | — | 1.062% | 0.01% |
| 12 | CITADEL ADVISORS LLC | 1.1M | $61.1M | -26.0% | 0.995% | 0.03% |
| 13 | BANK OF AMERICA CORP /DE/ | 1.0M | $55.4M | -14.4% | 0.901% | 0.00% |
| 14 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1.0M | $55.0M | -21.9% | 0.901% | 0.07% |
| 15 | RAYMOND JAMES FINANCIAL INC | 958K | $50.9M | +0.6% | 0.830% | 0.02% |
| 16 | TWO SIGMA INVESTMENTS, LP | 940K | $50.0M | +31.8% | 0.814% | 0.04% |
| 17 | GEODE CAPITAL MANAGEMENT, LLC | 822K | $43.7M | +13.0% | 0.712% | 0.00% |
| 18 | ARK Investment Management LLC | 782K | $41.6M | +21.7% | 0.677% | 0.32% |
| 19 | Allspring Global Investments Holdings, LLC | 725K | $39.7M | -0.2% | 0.628% | 0.07% |
| 20 | TCW GROUP INC | 731K | $38.9M | +30.0% | 0.633% | 0.29% |
| 21 | RENAISSANCE TECHNOLOGIES LLC | 715K | $38.0M | -21.1% | 0.619% | 0.06% |
| 22 | FRANKLIN RESOURCES INC | 545K | $29.0M | +24.5% | 0.472% | 0.01% |
| 23 | Hood River Capital Management LLC | 524K | $27.9M | +15.5% | 0.454% | 0.28% |
| 24 | STATE STREET CORP | 520K | $27.7M | +6.8% | 0.450% | 0.00% |
| 25 | EXCHANGE TRADED CONCEPTS, LLC | 494K | $26.3M | +51.0% | 0.428% | 0.19% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SYM — a direct measure of their conviction.
Filings activity in SYM during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 405 | +3.6% | 124.13% | 17.59 pp | $5.97B | 12% |
| Q4 2025 | 391 | +23% | 141.72% | +24.76 pp | $6.81B | +21% |
| Q3 2025 | 319 | +18% | 116.96% | +32.83 pp | $5.62B | +39% |
| Q2 2025 | 271 | +31% | 84.13% | +41.05 pp | $4.04B | +95% |
| Q1 2025 | 207 | 1.9% | 43.08% | 7.78 pp | $2.07B | 15% |
| Q4 2024 | 211 | +3.4% | 50.86% | +5.50 pp | $2.44B | +12% |
| Q3 2024 | 204 | 11% | 45.36% | 14.18 pp | $2.18B | 24% |
| Q2 2024 | 230 | — | 59.54% | — | $2.86B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SYM stock.
Based on Q1 2026 13F filings, institutional ownership of Symbotic Inc. stands at 124.1%, held across 405 reporting institutions.
SOFTBANK GROUP CORP is the largest reported institutional holder of SYM, with approximately 39,825,312 shares worth $2.12B as of Q1 2026.
Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of SYM, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP, ARK Investment Management LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for SYM is 58 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
88 institutions opened new positions in SYM during Q1 2026, while 74 fully exited. 95 added to existing positions and 219 trimmed.
SYM institutional ownership fell by 17.59 percentage points quarter-over-quarter, with a net change of +14 holders.
The top 10 institutions account for 77.2% of all reported 13F value in SYM, and the top 25 account for 88.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Symbotic Inc. (SYM) Institutional Ownership