Symbotic Inc. - Class A Common Stock, par value $0.0001 per share (SYM)

Historical Holders from Q2 2022 to Q3 2025

Symbol
SYM on Nasdaq
CUSIP
87151X101
Type / Class
Equity / Class A Common Stock, par value $0.0001 per share
Shares outstanding
157M
All holders as of September 30, 2025
Q3 2025
Total 13F shares, excl. options
105M
Holdings value
$5.65B
% of all portfolios
0.004%
Grand Portfolio weight change
+0%
Number of holders
321
Number of buys
181
Number of sells
-128
Average Value change %
0%
Average buys %
+0.001%
Average sells %
-0.002%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Symbotic Inc. - Class A Common Stock, par value $0.0001 per share (SYM)

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
RBC Millennium GST Non-Exempt Trust 60.3% $4.42B 166M The RBC Millennium GST Non-Exempt Trust Jun 12, 2025
Walmart Inc. 45.4% $1.58B 76.4M Walmart Inc. Jan 15, 2025
Cohen Richard B 29% -1.38% $2.24B 45.4M 0% Richard B. Cohen Sep 19, 2025
BAILLIE GIFFORD & CO 12.3% -9.29% $359M -$16.8M 13.4M -4.48% BAILLIE GIFFORD & CO Aug 8, 2025

Institutional Holders of Symbotic Inc. - Class A Common Stock, par value $0.0001 per share (SYM)

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 105M $5.65B +$108M $53.90 321
2025 Q2 103M $4B +$12.5M $38.85 274
2025 Q1 103M $2.09B +$4.8M $20.21 215
2024 Q4 102M $2.43B -$10.9M $23.71 214
2024 Q3 87.3M $2.13B +$103M $24.39 214
2024 Q2 82.4M $2.9B +$195M $35.16 239
2024 Q1 75.4M $3.39B +$479M $45.00 236
2023 Q4 87.1K $4.47M -$528K $51.33 1
2023 Q3 61.4M $2.05B +$594M $33.43 149
2023 Q2 43M $1.84B +$140M $42.81 127
2023 Q1 39.8M $910M +$578M $22.84 79
2022 Q4 34.8M $416M +$7.79M $11.94 48
2022 Q3 25M $288M +$2.37M $11.50 35
2022 Q2 24.9M $273M +$273M $10.97 16