SYMNasdaqGeneral Industrial Machinery & Equipment, NECFiscal year ends September 26
Symbotic Inc.
Financials through Q3 FY2026, quarter ended Jun 27, 2026Last filing: 10-Q on Aug 5, 2026
$39.01+0.24 (+0.62%)
Close on Oct 19, 2026
- Market cap
- $5.20B
- P/E (TTM)
- 780.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
19.2%
116M of 605M shares
Institutional holders
418
93 new, 81 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
0 buys · 118 sales
Net sold $962.88M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Walmart Inc. | 76,350,823 | 39.90% | 13D (active) amendment | Aug 5, 2026 |
| Richard B. Cohen | 45,446,723 | 29.00% | 13D (active) amendment | Sep 19, 2025 |
| SoftBank Group Corp. | 39,825,312 | 31.30% | 13D (active) amendment | May 27, 2026 |
| David A. Ladensohn | 176,936,842 | 58.20% | 13D (active) amendment | May 15, 2026 |
| Janet L. Cohen | 165,965,810 | 62.60% | 13D (active) amendment | Feb 21, 2024 |
| The RBC Millennium GST Non-Exempt Trust | 165,647,479 | 60.30% | 13D (active) | Jun 12, 2025 |
| Baillie Gifford & Co | 12,441,000 | 10.20% | 13G (passive) amendment | Dec 31, 2025 |
| Ronald M. Wright | 10,857,484 | 7.90% | 13D (active) | May 15, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SYM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Softbank Group Corp. | 39,825,312 | 6.58% | $1.79B | – | 9.85% |
| Walmart Inc. | 15,000,000 | 2.48% | $674.25M | – | 91.61% |
| Baillie Gifford & Co | 12,263,759 | 2.03% | $551.26M | −216,129 | 0.50% |
| Vanguard Portfolio Management LLC | 4,295,652 | 0.71% | $193.09M | +525,334 | 0.01% |
| Morgan Stanley | 3,867,532 | 0.64% | $173.85M | +1,537,246 | 0.01% |
| JPMorgan Chase & Co | 2,889,676 | 0.48% | $121.90M | +526,130 | 0.01% |
| Vanguard Capital Management LLC | 2,851,280 | 0.47% | $128.17M | −64,456 | 0.00% |
| Ameriprise Financial Inc | 2,011,390 | 0.33% | $90.41M | +1,963,912 | 0.02% |
| BlackRock, Inc. | 1,756,855 | 0.29% | $78.97M | +312,528 | 0.00% |
| FMR LLC | 1,426,279 | 0.24% | $64.11M | −395,286 | 0.00% |
| Two Sigma Investments, LP | 1,410,103 | 0.23% | $63.38M | +470,135 | 0.05% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,101,318 | 0.18% | $49.28M | +60,683 | 0.06% |
| Bank Of America Corp /De/ | 1,057,026 | 0.17% | $47.51M | +16,409 | 0.00% |
| Renaissance Technologies LLC | 960,100 | 0.16% | $43.16M | +245,300 | 0.06% |
| Daiwa Securities Group Inc. | 947,266 | 0.16% | $42.58M | New | 0.08% |
| Goldman Sachs Group Inc | 935,611 | 0.15% | $42.06M | −400,149 | 0.00% |
| Raymond James Financial Inc | 904,237 | 0.15% | $40.65M | −53,103 | 0.01% |
| Canada Pension Plan Investment Board | 864,400 | 0.14% | $38.85M | +468,400 | 0.02% |
| Geode Capital Management, LLC | 823,795 | 0.14% | $37.04M | +1,747 | 0.00% |
| ARK Investment Management LLC | 796,749 | 0.13% | $35.81M | +14,526 | 0.23% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 418 | 116M | 19.2% | 93 / 171 | 87 / 81 | 14M | 11M |
| Q1 2026 | 412 | 113M | 18.7% | 79 / 144 | 98 / 62 | 13M | 32M |
| Q4 2025 | 402 | 139M | 23.0% | 116 / 127 | 94 / 43 | 43M | 9M |
| Q3 2025 | 335 | 105M | 17.4% | 97 / 94 | 92 / 37 | 7M | 6M |
| Q2 2025 | 279 | 103M | 17.1% | 96 / 69 | 66 / 35 | 5M | 5M |
| Q1 2025 | 221 | 103M | 17.1% | 48 / 89 | 41 / 42 | 5M | 4M |
| Q4 2024 | 221 | 103M | 17.0% | 62 / 58 | 63 / 51 | 22M | 7M |
| Q3 2024 | 214 | 88M | 14.6% | 43 / 83 | 51 / 67 | 12M | 45M |
| Q2 2024 | 240 | 123M | 20.3% | 45 / 107 | 53 / 36 | 49M | 3M |
| Q1 2024 | 235 | 77M | 12.7% | 86 / 89 | 31 / 49 | 17M | 6M |
| Q4 2023 | 198 | 66M | 10.9% | 67 / 58 | 51 / 19 | 6M | 23M |
| Q3 2023 | 152 | 83M | 13.8% | 46 / 58 | 31 / 23 | 43M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SYM | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,095,696 | 0.35% | $94.20M | 0.00% | Jun 30, 2026 |
| Vanguard Growth Index Fund | 2,001,754 | 0.33% | $89.98M | 0.02% | Jun 30, 2026 |
| Columbia Cornerstone Growth Fund | 1,268,641 | 0.21% | $54.61M | 0.85% | Jul 31, 2026 |
| Global X Robotics & Artificial Intelligence ETF | 948,192 | 0.16% | $44.02M | 1.18% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 757,013 | 0.13% | $34.03M | 0.02% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 712,742 | 0.12% | $32.04M | 0.01% | Jun 30, 2026 |
| ROBO Global Robotics and Automation Index ETF | 702,373 | 0.12% | $30.24M | 1.52% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 688,082 | 0.11% | $30.93M | 0.03% | Jun 30, 2026 |
| ARK Autonomous Technology & Robotics ETF | 663,602 | 0.11% | $28.57M | 1.54% | Jul 31, 2026 |
| Fidelity Contrafund | 470,259 | 0.08% | $21.14M | 0.01% | Jun 30, 2026 |
| Morgan Stanley Discovery Portfolio | 464,867 | 0.08% | $20.90M | 1.67% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 434,513 | 0.07% | $19.53M | 0.04% | Jun 30, 2026 |
| Columbia Variable Portfolio - Cornerstone Growth Fund | 409,707 | 0.07% | $18.42M | 0.66% | Jun 30, 2026 |
| JPMorgan U.S. Tech Leaders ETF | 379,609 | 0.06% | $17.06M | 0.37% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 305,797 | 0.05% | $14.20M | 0.03% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Richard B. Cohen | See Remarks, Director, 10% owner | 2,736,825 | 0.45% | Dec 12, 2025 |
| James Kuffner | Chief Technology Officer | 219,858 | 0.04% | Aug 25, 2026 |
| Izilda P. Martins | Chief Financial Officer | 35,171 | 0.01% | Aug 5, 2026 |
| Maria G. Freve | See Remarks | 3,096 | 0.00% | Jul 27, 2026 |
| William M. Boyd III | Chief Strategy Officer | 484,959 | 0.08% | Jul 27, 2026 |
| Brian Daniel Alexander | SVP, Commercial | 55,654 | 0.01% | Jul 27, 2026 |
| Carol J. Hibbard | Chief Financial Officer | 61,971 | 0.01% | Aug 5, 2025 |
| Michael David Dunn | Chief Customer Officer | 92,902 | 0.02% | Apr 25, 2025 |
| Todd Krasnow | Director | 923,038 | 0.15% | Sep 10, 2026 |
| Charles Kane | Director | 673,205 | 0.11% | Sep 3, 2026 |
| Andrew D. Ross | Director | 7,672 | 0.00% | Aug 28, 2026 |
| Stephen G. Pagliuca | Director | – | – | Aug 14, 2026 |
| Eric Branderiz | Director | 17,826 | 0.00% | May 19, 2026 |
| Merline Saintil | Director | 75,644 | 0.01% | Mar 13, 2026 |
| Rollin L. Ford | Director | 990,644 | 0.16% | Mar 9, 2026 |
| Daniela L. Rus | Director | 28,336 | 0.00% | Mar 9, 2026 |
| David A. Ladensohn | 10% owner | 152,670,336 | 25.24% | Sep 14, 2026 |
| Investment Advisers (Us) Inc. Sb | – | 45,415,312 | 7.51% | May 29, 2026 |
| Group Corp. Softbank | 10% owner | – | – | May 29, 2026 |
| Sponsor III (DE) LLC SVF | – | 9,090,000 | 1.50% | May 29, 2026 |
| II SPAC Investment 3 (DE) LLC SVF | 10% owner | 45,415,312 | 7.51% | May 29, 2026 |
| II Holdings (DE) LLC SVF | 10% owner | – | – | May 29, 2026 |
| Global Advisers Ltd SB | 10% owner | 39,825,312 | 6.58% | May 29, 2026 |
| II Aggregator (Jersey) L.P. SVF | 10% owner | – | – | May 29, 2026 |
| Vision Fund Ii-2 L.P. Softbank | 10% owner | – | – | May 29, 2026 |
| Northstar GP SB | 10% owner | 22,000,000 | 3.64% | May 29, 2026 |
| II Strategic Investments AIV LLC SVF | 10% owner | 17,825,312 | 2.95% | May 29, 2026 |
| Brick Management PTE. LTD. Silver | 10% owner | – | – | May 29, 2026 |
| Millennium GST Non-Exempt Trust RBC | 10% owner | 772,405 | 0.13% | Dec 12, 2025 |
| Janet L. Cohen | 10% owner | 3,761,825 | 0.62% | Dec 12, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David A. Ladensohn 10% owner | Sep 10, 2026 | Gift | +373,896 | – | – | 373,896 |
| David A. Ladensohn 10% owner | Sep 10, 2026 | Gift | +231,896 | – | – | 231,896 |
| David A. Ladensohn 10% owner | Sep 10, 2026 | Other | −200,000 | – | – | 320,835 |
| David A. Ladensohn 10% owner | Sep 10, 2026 | Other | −200,000 | – | – | 175,378 |
| Todd Krasnow Director | Sep 8, 2026 | Sale(10b5-1 plan) | −511 | $43.88 | $22.42K | 0 |
| Todd Krasnow Director | Sep 8, 2026 | Sale(10b5-1 plan) | −1,489 | $43.46 | $64.71K | 511 |
| Todd Krasnow Director | Sep 8, 2026 | Other | +2,000 | – | – | 2,000 |
| Todd Krasnow Director | Sep 8, 2026 | Other | −2,000 | – | – | 526,002 |
| Charles Kane Director | Sep 1, 2026 | Sale(10b5-1 plan) | −2,000 | $39.00 | $78.00K | 89,852 |
| Charles Kane Director | Sep 1, 2026 | Other | −2,000 | – | – | 583,353 |
| Charles Kane Director | Sep 1, 2026 | Other | +2,000 | – | – | 91,852 |
| Andrew D. Ross Director | Aug 26, 2026 | Option exercise | +2,568 | – | – | 7,672 |
| James Kuffner Chief Technology Officer | Aug 24, 2026 | Sale | −3,952 | $40.59 | $160.41K | 219,858 |
| James Kuffner Chief Technology Officer | Aug 23, 2026 | Option exercise | +9,748 | – | – | 223,810 |
| Charles Kane Director | Aug 3, 2026 | Sale(10b5-1 plan) | −2,000 | $43.21 | $86.42K | 89,852 |
| Charles Kane Director | Aug 3, 2026 | Other | −2,000 | – | – | 585,353 |
| Charles Kane Director | Aug 3, 2026 | Other | +2,000 | – | – | 91,852 |
| Todd Krasnow Director | Aug 3, 2026 | Sale(10b5-1 plan) | −1,160 | $45.73 | $53.05K | 48 |
| Todd Krasnow Director | Aug 3, 2026 | Other | −2,000 | – | – | 528,002 |
| Todd Krasnow Director | Aug 3, 2026 | Other | +2,000 | – | – | 2,000 |
| Todd Krasnow Director | Aug 3, 2026 | Sale(10b5-1 plan) | −194 | $43.76 | $8.49K | 1,806 |
| Todd Krasnow Director | Aug 3, 2026 | Sale(10b5-1 plan) | −48 | $46.22 | $2.22K | 0 |
| Todd Krasnow Director | Aug 3, 2026 | Sale(10b5-1 plan) | −598 | $44.80 | $26.79K | 1,208 |
| Izilda P. Martins Chief Financial Officer | Jul 27, 2026 | Sale | −27,463 | $40.80 | $1.12M | 35,171 |
| William M. Boyd III Chief Strategy Officer | Jul 27, 2026 | Sale(10b5-1 plan) | −5,700 | $40.79 | $232.50K | 60,606 |
| William M. Boyd III Chief Strategy Officer | Jul 27, 2026 | Sale(10b5-1 plan) | −3,494 | $41.46 | $144.86K | 57,112 |
| Maria G. Freve See Remarks | Jul 24, 2026 | Sale | −2,244 | $40.28 | $90.39K | 3,096 |
| Brian Daniel Alexander SVP, Commercial | Jul 24, 2026 | Sale | −9,130 | $40.30 | $367.94K | 55,611 |
| James Kuffner Chief Technology Officer | Jul 24, 2026 | Sale | −18,987 | $40.38 | $766.70K | 214,062 |
| Izilda P. Martins Chief Financial Officer | Jul 23, 2026 | Option exercise | +59,134 | – | – | 62,634 |
| Maria G. Freve See Remarks | Jul 23, 2026 | Option exercise | +1,144 | – | – | 1,883 |
| Maria G. Freve See Remarks | Jul 23, 2026 | Option exercise | +3,457 | – | – | 5,340 |
| William M. Boyd III Chief Strategy Officer | Jul 23, 2026 | Option exercise | +2,909 | – | – | 60,021 |
| William M. Boyd III Chief Strategy Officer | Jul 23, 2026 | Option exercise | +6,285 | – | – | 66,306 |
| Brian Daniel Alexander SVP, Commercial | Jul 23, 2026 | Option exercise | +20,512 | – | – | 64,741 |
| James Kuffner Chief Technology Officer | Jul 23, 2026 | Option exercise | +47,923 | – | – | 233,049 |
| Todd Krasnow Director | Jul 6, 2026 | Other | +2,000 | – | – | 2,000 |
| Todd Krasnow Director | Jul 6, 2026 | Sale(10b5-1 plan) | −1,818 | $43.87 | $79.76K | 182 |
| Todd Krasnow Director | Jul 6, 2026 | Sale(10b5-1 plan) | −182 | $44.41 | $8.08K | 0 |
| Todd Krasnow Director | Jul 6, 2026 | Other | −2,000 | – | – | 530,002 |
| Charles Kane Director | Jul 1, 2026 | Other | −2,000 | – | – | 587,353 |
| Charles Kane Director | Jul 1, 2026 | Other | +2,000 | – | – | 91,852 |
| Charles Kane Director | Jul 1, 2026 | Sale(10b5-1 plan) | −2,000 | $44.90 | $89.80K | 89,852 |
| William M. Boyd III Chief Strategy Officer | Jul 1, 2026 | Sale(10b5-1 plan) | −5,115 | $45.15 | $230.94K | 57,112 |
| Charles Kane Director | Jun 1, 2026 | Other | −2,000 | – | – | 589,353 |
| Charles Kane Director | Jun 1, 2026 | Other | +2,000 | – | – | 91,852 |
| Charles Kane Director | Jun 1, 2026 | Sale(10b5-1 plan) | −2,000 | $45.99 | $91.98K | 89,852 |
| Todd Krasnow Director | Jun 1, 2026 | Sale(10b5-1 plan) | −483 | $45.97 | $22.20K | 1,517 |
| Todd Krasnow Director | Jun 1, 2026 | Sale(10b5-1 plan) | −68 | $48.51 | $3.30K | 0 |
| Todd Krasnow Director | Jun 1, 2026 | Other | −2,000 | – | – | 532,002 |
| Todd Krasnow Director | Jun 1, 2026 | Sale(10b5-1 plan) | −348 | $47.02 | $16.36K | 1,169 |
| Todd Krasnow Director | Jun 1, 2026 | Sale(10b5-1 plan) | −1,101 | $47.90 | $52.74K | 68 |
| Todd Krasnow Director | Jun 1, 2026 | Other | +2,000 | – | – | 2,000 |
| Sponsor III (DE) LLC SVF – | May 27, 2026 | Sale | −5,590,000 | $50.42 | $281.85M | 0 |
| Global Advisers Ltd SB 10% owner | May 27, 2026 | Sale | −5,590,000 | $50.42 | $281.85M | 0 |
| James Kuffner Chief Technology Officer | May 26, 2026 | Sale | −3,878 | $53.51 | $207.51K | 185,126 |
| James Kuffner Chief Technology Officer | May 23, 2026 | Option exercise | +9,749 | – | – | 189,004 |
| Todd Krasnow Director | May 22, 2026 | Other | +19,655 | – | – | 19,655 |
| Todd Krasnow Director | May 22, 2026 | Other | −19,655 | – | – | 534,002 |
| Todd Krasnow Director | May 22, 2026 | Gift | −5,000 | – | – | 177,036 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Kane Charles Director | Oct 1, 2026 | 6,000 | $252.42K | Oct 1, 2026 | Private Acquisition from Issuer or an Affiliate |
| Krasnow Todd Officer | Sep 8, 2026 | 6,000 | $259.80K | Sep 8, 2026 | Acquired from issuer in public offering |
| Dunn Michael Officer | Aug 26, 2026 | 5,827 | $235.47K | Aug 26, 2026 | Restricted Stock Units |
| D. Dunn Michael Officer | Aug 24, 2026 | 3,985 | $161.70K | Aug 24, 2026 | Restricted Stock Vesting Under a Registered Plan |
| J. Kuffner James Jr. Officer | Aug 24, 2026 | 3,952 | $160.42K | Aug 24, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Dunn Michael Officer | Aug 12, 2026 | 1,496 | $62.37K | Aug 12, 2026 | Restricted Stock Units |
| Dunn Michael Officer | Jul 29, 2026 | 2,063 | $87.35K | Jul 29, 2026 | Restricted Stock Units |
| Dufresne Corey Officer | Jul 28, 2026 | 9,194 | $381.46K | Jul 28, 2026 | Restricted Stock Units |
| Ort Miriam Officer | Jul 28, 2026 | 3,993 | $159.61K | Jul 28, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Boyd William Iii Officer | Jul 27, 2026 | 9,194 | $369.14K | Jul 27, 2026 | Restricted Stock Units |
| D. Dunn Michael Officer | Jul 24, 2026 | 1,968 | $79.36K | Jul 24, 2026 | Restricted Stock Vesting Under a Registered Plan |
| J. Kuffner James Jr. Officer | Jul 24, 2026 | 18,987 | $766.70K | Jul 24, 2026 | Restricted Stock Vesting Under a Registered Plan |
| D. Alexander Brian Officer | Jul 24, 2026 | 9,130 | $367.95K | Jul 24, 2026 | Restricted Stock Vesting Under a Registered Plan |
| G. Freve Maria Officer | Jul 24, 2026 | 2,244 | $90.39K | Jul 24, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Kane Charles Director | Jul 1, 2026 | 6,000 | $269.70K | Jul 1, 2026 | Private Acquisition from Issuer or an Affiliate |