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| Reporting Date | Major Shareholder Name | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 05/10/2024 | VANGUARD GROUP INC | 67.23 M | $1.51 B | -0.52% | 80.68% |
| 05/10/2024 | BLACKROCK INC. | 59.90 M | $1.34 B | -0.22% | 71.90% |
| 05/13/2024 | FMR LLC | 43.43 M | $972.76 M | 23.49% | 52.12% |
| 05/15/2024 | STATE STREET CORP | 29.08 M | $651.35 M | -2.11% | 34.90% |
| 05/15/2024 | AMERIPRISE FINANCIAL INC | 20.17 M | $451.86 M | 15.66% | 24.21% |
| 05/14/2024 | ALLIANCEBERNSTEIN L.P. | 17.45 M | $390.91 M | -2.41% | 20.95% |
| 05/13/2024 | GEODE CAPITAL MANAGEMENT, LLC | 13.82 M | $308.77 M | 3.89% | 16.59% |
| 05/13/2024 | FIRST TRUST ADVISORS LP | 12.32 M | $275.98 M | 24.79% | 14.79% |
| 05/13/2024 | NUVEEN ASSET MANAGEMENT, LLC | 11.54 M | $258.25 M | 22.30% | 13.84% |
| 05/14/2024 | INVESCO LTD. | 11.12 M | $248.98 M | 30.09% | 13.34% |
| 05/15/2024 | PRICE T ROWE ASSOCIATES INC /MD/ | 7.80 M | $174.70 M | 15.36% | 9.36% |
| 05/14/2024 | NORTHERN TRUST CORP | 5.33 M | $119.46 M | -3.78% | 6.40% |
| 04/25/2024 | BANK OF NEW YORK MELLON CORP | 5.25 M | $117.61 M | -0.69% | 6.30% |
| 05/15/2024 | MORGAN STANLEY | 4.85 M | $108.67 M | 16.95% | 5.82% |
| 05/10/2024 | DIMENSIONAL FUND ADVISORS LP | 4.82 M | $108.07 M | -0.35% | 5.79% |
| 05/10/2024 | CREDIT SUISSE AG/ | 3.94 M | $88.31 M | -4.08% | 4.73% |
| 05/15/2024 | UBS ASSET MANAGEMENT AMERICAS INC | 3.74 M | $83.84 M | -1.77% | 4.49% |
| 04/30/2024 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 3.41 M | $76.45 M | -2.00% | 4.10% |
| 05/09/2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.20 M | $71.59 M | 1.61% | 3.84% |
| 05/15/2024 | DEUTSCHE BANK AG\ | 3.16 M | $70.75 M | 38.92% | 3.79% |
| 05/15/2024 | CITADEL ADVISORS LLC | 2.34 M | $52.37 M | -60.59% | 2.81% |
| 05/10/2024 | JPMORGAN CHASE & CO | 2.15 M | $48.10 M | 9.10% | 2.58% |
| 05/15/2024 | BARCLAYS PLC | 2.03 M | $45.55 M | -13.09% | 2.44% |
| 05/07/2024 | SWISS NATIONAL BANK | 1.73 M | $38.68 M | -3.92% | 2.07% |
| 05/15/2024 | BANK OF AMERICA CORP /DE/ | 1.70 M | $38.17 M | -15.00% | 2.05% |
| 05/15/2024 | HSBC HOLDINGS PLC | 1.69 M | $37.87 M | -0.66% | 2.03% |
| 04/22/2024 | RAYMOND JAMES & ASSOCIATES | 1.32 M | $29.47 M | 12.20% | 1.58% |
| 05/09/2024 | RHUMBLINE ADVISERS | 1.14 M | $25.45 M | -0.58% | 1.36% |
| 05/15/2024 | GOLDMAN SACHS GROUP INC | 1.10 M | $24.55 M | -25.47% | 1.32% |
| 05/15/2024 | AQR CAPITAL MANAGEMENT LLC | 1.01 M | $22.50 M | 4.64% | 1.21% |
| 05/16/2024 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 988,236 | $22.14 M | 2.62% | 1.19% |
| 05/13/2024 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 861,819 | $19.31 M | 0.12% | 1.03% |
| 05/13/2024 | UBS GROUP AG | 836,607 | $18.74 M | 13.57% | 1.00% |
| 05/10/2024 | CITIGROUP INC | 783,567 | $17.55 M | -31.93% | 0.94% |
| 04/29/2024 | PRINCIPAL FINANCIAL GROUP INC | 764,211 | $17.12 M | 0.55% | 0.92% |
| 05/15/2024 | ROYAL BANK OF CANADA | 697,150 | $15.62 M | -49.90% | 0.84% |
| 05/08/2024 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 683,430 | $11.73 M | 5.15% | 0.82% |
| 04/25/2024 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 629,500 | $14.10 M | -6.42% | 0.76% |
| 05/14/2024 | ALLIANZ ASSET MANAGEMENT GMBH | 593,355 | $13.29 M | -16.46% | 0.71% |
| 05/15/2024 | D. E. SHAW & CO., INC. | 536,740 | $12.02 M | -56.29% | 0.64% |
| 04/25/2024 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 529,377 | $11.86 M | -0.01% | 0.64% |
| 05/03/2024 | VICTORY CAPITAL MANAGEMENT INC | 456,654 | $10.23 M | -0.46% | 0.55% |
| 05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 436,700 | $9.78 M | 56.24% | 0.52% |
| 05/07/2024 | NEW YORK STATE COMMON RETIREMENT FUND | 384,404 | $8.61 M | -13.49% | 0.46% |
| 05/14/2024 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 345,170 | $7.73 M | -26.79% | 0.41% |
| 05/15/2024 | MILLENNIUM MANAGEMENT LLC | 285,791 | $6.40 M | -73.79% | 0.34% |
| 05/07/2024 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 282,600 | $6.33 M | 268.45% | 0.34% |
| 05/07/2024 | SEI INVESTMENTS CO | 278,493 | $6.24 M | -1.30% | 0.33% |
| 05/16/2024 | JANE STREET GROUP, LLC | 245,806 | $5.51 M | 34.84% | 0.30% |
| 05/15/2024 | CITADEL ADVISORS LLC | 239,900 | $5.37 M | 24.69% | 0.29% |
A. During the previous two years, 122 institutional investors and hedge funds held shares of Symbotic Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 67.23 M
BlackRock Inc.: 59.9 M
FMR LLC: 43.43 M
STATE STREET CORP: 29.08 M
AMERIPRISE FINANCIAL INC: 20.17 M
ALLIANCEBERNSTEIN L.P.: 17.45 M
A. 620.09% of Symbotic Inc. stock is owned by institutional investors.
A. Institutional investors have bought a total of 486.69 M shares in the last 24 months. This purchase volume represents approximately $17.38 B in transactions.
