Symbotic Inc (SYM) Ownership

38.57 ↓1.69 (-4.20%)

As of April 30, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

SoftBank Group Corp is the biggest individual institutional holder of Symbotic Inc (SYM), owning a total of 39.8 million shares. Combined, the top 58 institutional holders of SYM own 99.21% of the company with a total of 85 million shares.

In the latest ownership report on December 31st 2023, the top 58 institutional holders decreased their combined ownership of SYM by 18.7 million shares. 16 institutions bought 3,283,706 total additional shares and increased their ownership by an average of 134.54%. However 3 institutions sold 22,032,353 total shares and decreased their ownership by an average of 14.9%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Symbotic decreased by a net total of -18,748,647 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SoftBank Group Corp	39.564%	-35.584%	39,825,312	-22,000,000	2023-12-31
SVF Sponsor III (DE) LLC	9.030%	0.000%	9,090,000	0	2023-12-31
Vanguard Group Inc	2.067%	1.995%	2,081,034	40,699	2023-12-31
1832 Asset Management L.P	1.049%	189.547%	1,055,400	690,900	2023-12-31
Millennium Management LLC	0.713%	277.912%	717,518	527,654	2023-12-31
Mirae Asset Global Investments (Korea) Co Ltd	0.683%	-0.273%	687,351	-1,881	2023-12-31
Goldman Sachs Group Inc	0.635%	1,346.470%	639,396	595,192	2023-12-31
FMR Inc	0.607%	4.178%	610,650	24,488	2023-12-31
Raymond James & Associates	0.576%	15.401%	579,876	77,388	2023-12-31
First Trust Advisors L.P.	0.507%	43.968%	510,237	155,828	2023-12-31
Two Sigma Investments LLC	0.474%	28.845%	476,863	106,758	2023-12-31
Hodges Capital Management Inc	0.408%	139.246%	410,766	239,074	2023-12-31
BlackRock Inc	0.406%	44.602%	409,000	126,155	2023-12-31
T. Rowe Price Associates, Inc.	0.367%	2.232%	369,026	8,058	2023-12-31
Amvescap Plc.	0.326%	0.000%	328,096	328,096	2023-12-31
TCW Group Inc	0.312%	-8.855%	313,659	-30,472	2023-12-31
Morgan Stanley - Brokerage Accounts	0.304%	47.611%	306,012	98,702	2023-12-31
Driehaus Capital Management LLC	0.294%	6.742%	295,736	18,679	2023-12-31
S Squared Technology, LLC	0.268%	3.846%	270,000	10,000	2023-12-31
Arrowstreet Capital Limited Partnership	0.277%	0.000%	236,035	236,035	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SoftBank Group Corp	39.564%	-35.584%	39,825,312	-22,000,000	2023-12-31
SB Global Advisers Ltd	32.549%	0.000%	20,000,000	0	2022-12-31
SVF Sponsor III (DE) LLC	9.030%	0.000%	9,090,000	0	2023-12-31
Vanguard Group Inc	2.067%	1.995%	2,081,034	40,699	2023-12-31
1832 Asset Management L.P	1.049%	189.547%	1,055,400	690,900	2023-12-31
Navis Wealth Advisors, LLC	1.130%	0.000%	913,554	0	2023-06-30
VOLORIDGE INVESTMENT MANAGEMENT, LLC	0.737%	169.154%	741,401	465,945	2023-09-30
Millennium Management LLC	0.713%	277.912%	717,518	527,654	2023-12-31
Mirae Asset Global Investments (Korea) Co Ltd	0.683%	-0.273%	687,351	-1,881	2023-12-31
Adage Capital Partners Gp LLC	1.061%	-36.444%	650,000	-372,714	2022-12-31
Goldman Sachs Group Inc	0.635%	1,346.470%	639,396	595,192	2023-12-31
FMR Inc	0.607%	4.178%	610,650	24,488	2023-12-31
Raymond James & Associates	0.576%	15.401%	579,876	77,388	2023-12-31
First Trust Advisors L.P.	0.507%	43.968%	510,237	155,828	2023-12-31
Saba Capital Management, LP	0.904%	0.000%	500,000	500,000	2022-06-30
Two Sigma Investments LLC	0.474%	28.845%	476,863	106,758	2023-12-31
Hodges Capital Management Inc	0.408%	139.246%	410,766	239,074	2023-12-31
BlackRock Inc	0.406%	44.602%	409,000	126,155	2023-12-31
T. Rowe Price Associates, Inc.	0.367%	2.232%	369,026	8,058	2023-12-31
Exchange Traded Concepts, LLC	0.416%	-36.526%	354,619	-204,063	2023-09-30
Amvescap Plc.	0.326%	0.000%	328,096	328,096	2023-12-31
TCW Group Inc	0.312%	-8.855%	313,659	-30,472	2023-12-31
Morgan Stanley - Brokerage Accounts	0.304%	47.611%	306,012	98,702	2023-12-31
Driehaus Capital Management LLC	0.294%	6.742%	295,736	18,679	2023-12-31
Wagonhound Investments, LP	0.344%	-9.930%	293,016	-32,305	2023-09-30
S Squared Technology, LLC	0.268%	3.846%	270,000	10,000	2023-12-31
Legal & General Group PLC	0.302%	-37.872%	257,144	-156,747	2023-09-30
Arrowstreet Capital Limited Partnership	0.277%	0.000%	236,035	236,035	2023-12-31
Geode Capital Management, LLC	0.258%	12.105%	219,837	23,738	2023-09-30
Next Century Growth Investors LLC	0.269%	0.000%	217,063	217,063	2023-03-31
Frontier Capital Management CO Inc	0.257%	29.931%	214,933	49,512	2023-09-30
State Street Corporation	0.214%	241.551%	172,825	122,225	2023-06-30
Advisory Research Inc	0.173%	-10.560%	140,213	-16,554	2023-06-30
Telemark Asset Management, LLC	0.155%	0.000%	125,000	125,000	2023-06-30
Hussman Strategic Advisors Inc	0.097%	0.000%	78,000	78,000	2023-06-30
Victory Capital Management Inc.	0.118%	0.000%	72,675	72,675	2023-03-31
Tanaka Capital Management Inc	0.114%	0.000%	70,000	0	2023-03-31
Emerald Mutual Fund Advisers Trust	0.118%	0.000%	68,777	68,777	2022-09-30
1492 Capital Management, LLC	0.112%	-0.038%	68,770	-26	2023-03-31
Royce & Associates, LP	0.107%	72.000%	64,500	27,000	2022-12-31
Bourne Stenstrom Capital Management Inc	0.093%	197.814%	57,210	38,000	2023-03-31
Bank of America Corp	0.085%	0.000%	51,100	51,100	2022-09-30
JPMorgan Chase & Co	0.084%	0.000%	48,685	48,685	2022-06-30
Alpha Paradigm Partners, LLC	0.081%	0.000%	48,158	48,158	2022-09-30
New York State Common Retirement Fund	0.078%	-16.122%	47,897	-9,206	2023-03-31
Legato Capital Management LLC	0.077%	0.000%	47,250	47,250	2022-12-31
Register Financial Advisors LLC	0.063%	0.000%	38,050	38,050	2022-12-31
UBS Group AG	0.060%	86.015%	36,232	16,754	2022-12-31
Easterly Investment Partners.	0.060%	148.276%	36,000	21,500	2022-12-31
Susquehanna International Group, LLP	0.059%	-24.408%	35,381	-11,424	2022-12-31
Bank of New York Mellon Corp	0.049%	85.886%	29,290	13,533	2022-12-31
Wells Fargo & Co	0.037%	0.000%	22,415	22,415	2022-09-30
Northern Trust Corp	0.027%	0.000%	15,967	15,967	2022-09-30
Compass Financial Advisors, LLC	0.025%	0.000%	14,670	14,670	2022-09-30
Tower Research Capital LLC	0.020%	0.000%	11,277	11,277	2022-06-30
Penserra Capital Management, LLC	0.006%	0.000%	3,472	3,472	2022-06-30
MONEY CONCEPTS CAPITAL CORP	0.005%	0.000%	2,500	0	2022-09-30
CapTrust Financial Advisors	0.004%	0.000%	2,000	2,000	2022-06-30

Mutual Fund Ownership

Global X Robotics & Artfcl Intllgnc ETF is the biggest individual fund holder of Symbotic Inc (SYM), owning a total of 1.2 million shares. Combined, the top 80 mutual fund holders of SYM own 16.34% of the company with a total of 14.8 million shares.

In the latest ownership report on March 31st 2024, the top 80 fund holders increased their combined ownership of SYM by 200 thousand shares. 3 funds bought 216,905 total additional shares and increased their ownership by an average of 22.36%. However 3 funds sold 17,258 total shares and decreased their ownership by an average of 1.39%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Symbotic increased by a net total of 199,647 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Mid Cap Index Institutional	0.535%	-2.610%	538,676	-14,437	2024-03-31
Sanlam Glb Artfcll Intlgc I USD UnH Acc	0.525%	5.489%	528,328	27,493	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	0.502%	29.340%	504,929	114,541	2024-03-31
First Trust US Equity Opportunities ETF	0.498%	0.000%	501,604	0	2024-03-31
Vanguard Growth Index Investor	0.305%	32.255%	306,991	74,871	2024-03-31
T. Rowe Price Integrated US Sm Gr Eq	0.279%	0.000%	280,300	0	2024-03-31
Bridge Builder Small/Mid Cap Growth	0.181%	-1.076%	181,932	-1,979	2024-03-31
Vanguard Mid-Cap Growth ETF	0.175%	-0.476%	176,120	-842	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Global X Robotics & Artfcl Intllgnc ETF	1.143%	0.000%	1,150,919	0	2024-03-28
Vanguard Total Stock Mkt Idx Inv	0.779%	0.000%	784,229	0	2024-02-29
Baillie Gifford WW L/T Glb Gr B USD Acc	0.695%	0.000%	699,723	699,723	2024-02-29
Invesco Glbl Consmr Trnds A USD Acc	0.655%	54.430%	658,800	232,200	2024-02-29
Fidelity® Trend	0.653%	0.000%	546,800	0	2023-11-30
Dynamic Power American Growth	0.539%	0.000%	542,900	0	2023-12-31
Vanguard Mid Cap Index Institutional	0.535%	-2.610%	538,676	-14,437	2024-03-31
Sanlam Glb Artfcll Intlgc I USD UnH Acc	0.525%	5.489%	528,328	27,493	2024-03-31
Fidelity Trend	0.524%	0.000%	527,300	0	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	0.502%	29.340%	504,929	114,541	2024-03-31
First Trust US Equity Opportunities ETF	0.498%	0.000%	501,604	0	2024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	0.570%	0.000%	460,894	460,894	2023-03-31
Baillie Gifford L/T Glb Gr Invm B Acc	0.442%	0.000%	445,068	445,068	2024-02-29
Frontier Small Cap Growth	0.675%	140.731%	415,008	242,613	2023-03-31
Robo Global® Robotics&Automation ETF	0.384%	0.000%	386,727	0	2024-03-28
Invesco Summit P	0.338%	41.045%	340,200	99,000	2024-02-29
Vanguard Small Cap Index	0.374%	0.317%	312,743	988	2023-11-30
Vanguard Growth Index Investor	0.305%	32.255%	306,991	74,871	2024-03-31
T. Rowe Price Integrated US Sm Gr Eq	0.279%	0.000%	280,300	0	2024-03-31
TRP Integrated US Small-Cap Gr Eq	0.332%	0.665%	272,300	1,800	2023-09-30
L&G ROBO Global Rbtc and Atmtn ETF	0.260%	0.000%	261,375	0	2024-03-28
BlackRock Strategic Income Opps Instl	0.292%	486.337%	239,812	198,912	2023-05-31
Fidelity Advisor Growth Opps M	0.230%	523.387%	231,900	194,700	2024-02-29
Dynamic Power American Growth Class	0.222%	0.000%	223,500	0	2023-12-31
Vanguard Small Cap Value Index Inv	0.275%	0.743%	222,127	1,639	2023-08-31
Vanguard Extended Market Index Investor	0.263%	-0.023%	212,992	-48	2023-08-31
Bridge Builder Small/Mid Cap Growth	0.181%	-1.076%	181,932	-1,979	2024-03-31
Vanguard Mid-Cap Growth ETF	0.175%	-0.476%	176,120	-842	2024-03-31
Vanguard Small Cap Growth Index Inv	0.209%	0.511%	175,253	891	2023-11-30
AXAWF Robotech G Cap USD	0.146%	0.000%	144,542	144,542	2024-02-29
FP Brunel High Alpha Global Equity A Acc	0.128%	0.000%	126,605	126,605	2024-02-29
Schwab US Small-Cap ETF™	0.125%	0.000%	123,822	0	2024-02-29
Hodges Multi Cap Core	0.101%	0.000%	100,000	100,000	2023-12-31
Hodges Retail	0.101%	0.000%	100,000	100,000	2023-09-30
10XDNA - Disruptive Technologies - I-II	0.162%	-38.383%	99,305	-61,861	2023-03-31
Invesco Dorsey Wright SmallCap Momt ETF	0.120%	0.000%	96,969	0	2023-09-30
iShares Rbtcs&Artfcl Intllgnc Mltsct ETF	0.111%	0.000%	94,988	0	2024-01-31
Invesco DWA SmallCap Momentum ETF	0.116%	0.000%	93,682	0	2023-07-31
Multimanager Aggressive Equity IA	0.108%	0.000%	91,700	0	2023-12-31
SPDR® S&P Kensho New Economies Comps ETF	0.105%	0.049%	89,891	44	2024-01-31
TOBAM Anti Benchmark US Equity Fd A A/I	0.152%	348.820%	87,520	68,020	2022-10-31
BlackRock Global Allocation Instl	0.108%	0.000%	87,168	87,168	2023-07-31
Fidelity Extended Market Index	0.104%	0.704%	87,119	609	2023-11-30
Fidelity® Extended Market Index	0.104%	0.704%	87,119	609	2023-11-30
Hussman Strategic Growth	0.096%	6.667%	80,000	5,000	2023-09-30
Next Century Growth Small Cap	0.099%	0.000%	79,981	79,981	2023-03-31
BlackRock Total Return K	0.091%	-37.975%	73,500	-45,000	2023-04-30
Tanaka Growth	0.087%	0.000%	70,000	0	2023-05-31
Innovator IBD® 50 ETF	0.114%	-0.529%	69,777	-371	2023-05-31
Nicholas Partners Small Cap Gr Instl	0.110%	-14.805%	67,564	-11,741	2023-03-31
Timpani Small Cap Growth Equity	0.078%	-3.110%	63,297	-2,032	2023-06-30
Calamos Timpani Small Cap Growth I	0.077%	-1.381%	62,423	-874	2023-07-31
Royce Smaller-Companies Growth Svc	0.069%	-35.659%	41,500	-23,000	2023-03-31
Fidelity® Disruptive Automation F	0.068%	0.000%	40,922	0	2023-02-28
BlackRock Extended Mkt Composite	0.063%	79.815%	37,878	16,813	2023-03-31
Fidelity® NASDAQ Composite Index®	0.059%	0.000%	35,622	0	2023-02-28
MDPS TOBAM AntiBench World Equity A	0.060%	0.000%	34,600	34,600	2022-10-31
Victory RS Small Cap Equity A	0.057%	0.000%	34,360	34,360	2023-03-31
M Capital Appreciation	0.055%	0.000%	32,829	32,829	2023-03-31
Nicholas Inv - US Small Cap	0.049%	4.276%	29,578	1,213	2023-03-31
BlackRock Extended Equity Market K	0.046%	50.423%	27,771	9,309	2023-03-31
Calamos Growth A	0.041%	0.000%	24,828	24,828	2023-01-31
BNY Mellon Select Managers Sm Cp Gr I	0.040%	0.000%	23,858	0	2023-01-31
iShares Core S&P Total US Stock Mkt ETF	0.039%	0.064%	23,464	15	2023-03-31
Fidelity® Nasdaq Composite ETF	0.038%	0.105%	22,987	24	2023-03-31
Wellington CIF Small Cap 2000	0.039%	0.000%	22,567	22,567	2022-06-30
Russell Inv US Small Cap Equity E	0.027%	0.000%	16,522	16,522	2023-02-28
Fidelity® Total Market Index	0.027%	0.000%	16,372	0	2023-01-31
Fidelity® Series Total Market Index	0.021%	6.281%	12,590	744	2023-01-31
AMG Frontier Small Cap Growth I	0.020%	17.788%	11,906	1,798	2023-02-28
Crossmark Steward Small Cap Growth Instl	0.016%	4.111%	9,370	370	2022-11-30
Steward Small Cap Growth I	0.016%	0.000%	9,370	0	2023-01-31
Steward Small Cap Growth Instl	0.016%	0.000%	9,370	0	2022-12-31
Fidelity® Disruptors Lylty 2	0.014%	-9.085%	8,156	-815	2022-12-31
NT Ext Equity Mkt Idx Fd - NL	0.013%	0.000%	7,799	0	2022-12-31
Northern Trust Extended Eq Market Idx	0.012%	0.000%	7,183	7,183	2022-09-30
NT Ext Equity Mkt Idx Fd - L	0.012%	0.000%	7,183	0	2022-12-31
NT Ext Equity Mkt Idx Fd - DC - NL - T2	0.011%	0.000%	6,289	6,289	2022-09-30
Spartan Total Market Index Pool E	0.009%	0.000%	5,023	5,023	2022-09-30
Schwab Total Stock Market Index	0.008%	0.000%	4,338	0	2022-10-31