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Security record · archived quarter

SYM

Symbotic Inc. · Industrials · Industrial - Machinery

40.61 +0.5% mkt cap $26.06B quote delayed (FMP) · as of Aug 26 20:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
12Tracked holders
Δ holders
13.73MShares held
$482.75MReported value
+0New positions
−0Exits
How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 106 +1 46.67M $2.09B +10 −8
Q1 2026 107 +4 40.87M $2.16B +9 −5
Q4 2025 102 +3 44.16M $2.63B +3
Q3 2025 17 +1 23.26M $1.25B +1
Q2 2025 13 +1 21.96M $852.98M +3 −2
Q1 2025 9 +1 15.92M $321.68M +2 −1
Q4 2024 8 0 15.67M $371.61M +2 −2
Q3 2024 7 -5 16.41M $400.15M +1 −6
Q2 2024 12 13.73M $482.75M
Holder count
Who holds it · Q2 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Baillie Gifford 10.66M $374.84M 0.3% n/c 1 SEC ↗
2 Baillie Gifford 10.66M $374.84M 0.3% n/c 1 SEC ↗
3 Baillie Gifford 10.66M $374.84M 0.3% n/c 1 SEC ↗
4 Baillie Gifford 10.66M $374.84M 0.3% n/c 1 SEC ↗
5 Citadel Advisors 1.04M $36.62M 0.0% n/c 1 SEC ↗
6 Citadel Advisors 1.04M $36.62M 0.0% n/c 1 SEC ↗
7 Adage Capital Partners 598.00K $21.03M 0.0% n/c 1 SEC ↗
8 Geode Capital Management (passive) 457.04K $16.08M 0.0% n/c 1 SEC ↗
9 Geode Capital Management (passive) 457.04K $16.08M 0.0% n/c 1 SEC ↗
10 Millennium Management 335.65K $11.80M 0.0% n/c 1 SEC ↗
11 T. Rowe Price 291.39K $10.25M 0.0% n/c 1 SEC ↗
12 T. Rowe Price 291.39K $10.25M 0.0% n/c 1 SEC ↗
13 Marshall Wace 119.65K $4.21M 0.0% n/c 1 SEC ↗
14 Two Sigma Investments 107.95K $3.80M 0.0% n/c 1 SEC ↗
15 D. E. Shaw & Co. 62.98K $2.21M 0.0% n/c 1 SEC ↗
16 Gotham Asset Management 26.79K $941,901 0.0% n/c 1 SEC ↗
17 AQR Capital Management 14.61K $513,758 0.0% n/c 1 SEC ↗
18 AQR Capital Management 14.61K $513,758 0.0% n/c 1 SEC ↗
19 Point72 Asset Management 13.40K $471,066 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 408 holders, 110.81M shares, $5.86B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 24 Kuffner James

Officer · 3.95K sh · $160,422

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 07 SC 13D/A — Walmart Inc.

39.9% of class · View original SEC filing ↗

May 29 SC 13D/A — SOFTBANK GROUP CORP.

31.3% of class · View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2024 · Methodology · Get this via the API