Recent Quarter Total Invested
$2.91 B
Recent Quarter Institutional Ownership Percentage
80.46%
Total Invested of Last Quarter
$3.41 B
Ownership Percentage of Last Quarter
81.66%
Symbotic Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SOFTBANK GROUP CORP. | 11/14/2024 | 39.83 M | $1.40 B | 0.00% | 38.89% |
| BAILLIE GIFFORD & CO | 07/25/2024 | 10.66 M | $374.84 M | 12.42% | 10.41% |
| SVF SPONSOR III (DE) LLC | 08/14/2024 | 9.09 M | $319.60 M | 0.00% | 8.88% |
| VANGUARD GROUP INC | 08/13/2024 | 3.17 M | $111.63 M | 30.84% | 3.10% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2024 | 1.23 M | $43.24 M | 100.00% | 1.20% |
| FMR LLC | 08/13/2024 | 1.07 M | $37.75 M | 25.79% | 1.05% |
| CITADEL ADVISORS LLC | 08/14/2024 | 1.04 M | $36.62 M | 291.03% | 1.02% |
| INVESCO LTD. | 08/13/2024 | 990,578 | $34.83 M | -5.48% | 0.97% |
| BLACKROCK INC. | 08/13/2024 | 980,080 | $34.46 M | 37.36% | 0.96% |
| THEMATICS ASSET MANAGEMENT | 08/13/2024 | 805,509 | $28.32 M | 110.29% | 0.79% |
| J. GOLDMAN & CO LP | 08/14/2024 | 804,000 | $28.27 M | 100.00% | 0.79% |
| CANADA PENSION PLAN INVESTMENT BOARD | 08/12/2024 | 775,900 | $27.28 M | 191.47% | 0.76% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 668,103 | $23.49 M | 8.39% | 0.65% |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | 08/13/2024 | 653,609 | $22.98 M | 80.97% | 0.64% |
| TWIN TREE MANAGEMENT, LP | 08/13/2024 | 599,200 | $21.07 M | 100.00% | 0.59% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 08/14/2024 | 598,000 | $21.03 M | 761.57% | 0.58% |
| EXCHANGE TRADED CONCEPTS, LLC | 08/13/2024 | 494,261 | $17.38 M | 27.81% | 0.48% |
| CITADEL ADVISORS LLC | 08/14/2024 | 467,300 | $16.43 M | 22.88% | 0.46% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 457,037 | $16.08 M | 11.13% | 0.45% |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 08/14/2024 | 456,524 | $16.05 M | 37.96% | 0.45% |
| MORGAN STANLEY | 10/17/2024 | 451,852 | $15.89 M | 61.25% | 0.44% |
| TWIN TREE MANAGEMENT, LP | 08/13/2024 | 401,300 | $14.11 M | 100.00% | 0.39% |
| TCW GROUP INC | 07/19/2024 | 381,199 | $13.40 M | -0.65% | 0.37% |
| AXA S.A. | 08/14/2024 | 380,194 | $13.37 M | -1.88% | 0.37% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 365,553 | $12.85 M | 27.61% | 0.36% |
| S SQUARED TECHNOLOGY, LLC | 08/14/2024 | 345,000 | $12.13 M | 11.29% | 0.34% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 335,649 | $11.80 M | 6,694.51% | 0.33% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 327,913 | $11.53 M | -41.45% | 0.32% |
| STATE STREET CORP | 08/14/2024 | 311,245 | $10.94 M | 29.62% | 0.30% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 293,111 | $10.31 M | 13.03% | 0.29% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2024 | 291,393 | $10.25 M | -21.17% | 0.28% |
| MITSUBISHI UFJ TRUST & BANKING CORP | 08/08/2024 | 280,199 | $9.85 M | 3.19% | 0.27% |
| HODGES CAPITAL MANAGEMENT INC. | 08/02/2024 | 270,736 | $9.52 M | -14.29% | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 258,800 | $9.10 M | -31.91% | 0.25% |
| CITADEL ADVISORS LLC | 08/14/2024 | 226,200 | $7.95 M | 0.85% | 0.22% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 207,000 | $7.28 M | -17.89% | 0.20% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 198,605 | $6.98 M | 2.87% | 0.19% |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 08/15/2024 | 195,498 | $6.87 M | -10.90% | 0.19% |
| ENSIGN PEAK ADVISORS, INC | 08/13/2024 | 193,678 | $6.81 M | 3,622.43% | 0.19% |
| J. GOLDMAN & CO LP | 08/14/2024 | 164,708 | $5.79 M | -64.91% | 0.16% |
| VOYA INVESTMENT MANAGEMENT LLC | 08/14/2024 | 153,374 | $5.39 M | 37.47% | 0.15% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 09/16/2024 | 148,380 | $5.22 M | 352.60% | 0.14% |
| ALYESKA INVESTMENT GROUP, L.P. | 08/14/2024 | 128,217 | $4.51 M | 24.22% | 0.13% |
| MARSHALL WACE, LLP | 08/14/2024 | 119,651 | $4.21 M | 100.00% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 111,678 | $3.93 M | -5.50% | 0.11% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 107,950 | $3.80 M | 10.90% | 0.11% |
| SCOPUS ASSET MANAGEMENT, L.P. | 08/14/2024 | 107,534 | $3.78 M | 0.00% | 0.11% |
| TREXQUANT INVESTMENT LP | 08/13/2024 | 99,304 | $3.49 M | 100.00% | 0.10% |
| GROUP ONE TRADING, L.P. | 08/14/2024 | 98,701 | $3.47 M | 274.46% | 0.10% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 98,667 | $3.47 M | 1.19% | 0.10% |
Symbotic Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of SYM shares?
During the previous two years, 275 institutional investors and hedge funds held shares of Symbotic Inc.. The most heavily invested institutionals were:
SOFTBANK GROUP CORP.: 39.83 M
BAILLIE GIFFORD & CO: 14.07 M
SVF Sponsor III (DE) LLC: 9.09 M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.: 1.2 M
FRONTIER CAPITAL MANAGEMENT CO LLC: 1.19 M
Thematics Asset Management: 1.05 M
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What percentage of Symbotic Inc. stock is owned by institutional investors?
80.46% of Symbotic Inc. stock is owned by institutional investors.
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How much institutional buying is happening at SYM ?
Institutional investors have bought a total of 103.63 M shares in the last 24 months. This purchase volume represents approximately $3.76 B in transactions.