$SYM

$39.31 +$1.41 (3.72%) Live

$SYM Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 128.1M shares outstanding

Who owns SYM?

By type of holder

Institutions 90.6% Insiders 0.0% Everyone else 9.4%

Concentration Top 10 holders own 530.5%

David A. Ladensohn 138.2% · The RBC Millennium GST Non-Exempt Trust 129.3%

Institutional ownership

90.6%

+2.2 pts vs last qtr

Institutional holders

416

+5 vs last qtr

Net shares bought

+2.9M

by institutions in Q2 2026

New / sold out

92 / 87

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Ameriprise Financial Inc +2.0M
Morgan Stanley +1.5M

Biggest sellers in Q2 2026

SVF Sponsor III (DE) LLC SOLD OUT −5.6M
Franklin Resources Inc −537.7K

Who is planning to sell?

Notices of proposed sale, last 12 months

$218M

71 notices from 17 people

Shares covered

4.1M

3.18% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

SVF Sponsor III (DE) LLC 10% stockholder $177M
James J Kuffner JR. Officer $8.56M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+100.9%

+26.18% a year

Each share's claim on the business

−50.2%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $477M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years60% 1–3 years31% Under 1 year9%

Quarterly turnover

11.1%

of institutional shares changed hands

Top 10 managers, median time held

3.8 years

Super Investors

Investment managers reporting SYM on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
SG Softbank Group Corp. 13D · 31.3%	39.8M	31.09%	Unchanged	2022	9.9%
Shares held by quarter Peak holding39.8M (Q3'24) Change over 8 quarters0 Share of the company31.090% Disclosed stake13D · 31.3% Softbank Group Corp.'s full portfolio →
W Walmart Inc. 13D · 39.9%	15.0M	11.71%	Unchanged	2024	91.6%
Shares held by quarter Peak holding15.0M (Q4'24) Change over 8 quarters+15.0M Share of the company11.710% Disclosed stake13D · 39.9% Walmart Inc.'s full portfolio →

Softbank Group Corp.

13D · 31.3%

39.8M

% of company

31.09%

Change vs last qtr

Unchanged

Held since

2022

Walmart Inc.

13D · 39.9%

15.0M

% of company

11.71%

Change vs last qtr

Unchanged

Held since

2024

28 more super investors behind a free account

See every manager holding Symbotic Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SYM on Form N-PORT; together they hold 14.1% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$94.2M	2.1M	1.64%	0.00%	June 30, 2026
VG Vanguard Growth Index Fund Vanguard Index Funds	$90M	2.0M	1.56%	0.02%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$94.2M

% of company

1.64%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Growth Index Fund

Vanguard Index Funds

Position value

$90M

% of company

1.56%

% of the fund

0.02%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Symbotic Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
DA David A. Ladensohn 5%+ holder 13D · 58.2%	176.9M	138.15%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company138.150% Disclosed stake13D · 58.2% View the 13D/G filing →
RM The RBC Millennium GST Non-Exempt Trust 5%+ holder 13D · 60.3%	165.6M	129.33%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company129.330% Disclosed stake13D · 60.3% View the 13D/G filing →

David A. Ladensohn

5%+ holder13D · 58.2%

176.9M

% of company

138.15%

Change vs last qtr

—

Held since

—

The RBC Millennium GST Non-Exempt Trust

5%+ holder13D · 60.3%

165.6M

% of company

129.33%

Change vs last qtr

—

Held since

—

12 more holders behind a free account

See every insider and 5%+ holder of Symbotic Inc..

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