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Symbotic Inc. (SYM) Institutional Ownership & Insider Trading

417 institutions reported holding Symbotic Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 138 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

SYMSymbotic Inc.Follow SYM — free
Specialty Industrial Machinery · Industrials
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Price chart with a free account
Market cap
23.8B
P/E TTM
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Dividend yield
—
52-week
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Next earnings
23 Nov, in 30 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

417 institutions held 19.2% of the shares. Across filers that reported both quarters, shares held changed +2.7%.

Increased+158New+73Decreased-79Closed-68

Largest moves, shares (millions)

Ameriprise Financial+2.0MMorgan Stanley+1.5MDaiwa Securities Group+0.9MSVF Sponsor III (DE)-5.6MFranklin Resources-0.5MHood River Capital…-0.5M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-35.2Sep 24-0.0Dec 24+0.7Mar 25-1.1Jun 25+1.6Sep 25+8.3Dec 25+0.5Mar 26+3.0Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 26417116+2.7%158737968
Mar 26408113+0.4%135658553
Dec 25397113+8.0%118878936
Sep 25325105+1.5%85868827
Jun 25276103-1.0%64816129
Mar 25216103+0.7%84413835
Dec 24216102-0.0%55415940
Sep 2420787-29.0%76304963

Symbotic Inc. — questions

Who owns Symbotic Inc. stock?
417 institutions reported Symbotic Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: SOFTBANK GROUP CORP. (6.6%), Walmart Inc. (2.5%), BAILLIE GIFFORD & CO (2.0%).
Are Symbotic Inc. insiders buying or selling?
138 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Symbotic Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.