Symbotic Inc. (SYM) shareholders
SYMNasdaqGeneral Industrial Machinery & Equipment, NECFiscal year ends September 26
Financials through Q3 FY2026, quarter ended Jun 27, 2026Last filing: 10-Q on Aug 5, 2026Score 10/30474% above fair value
$34.83−0.61 (-1.72%)
Close on Nov 13, 2026Market cap $21.07BP/E 696.6Yield –
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 · 125 sales
Net sold $963.68M
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 |
|---|---|---|---|---|
| David A. Ladensohn Joint filing with The RBC Millennium Trust (54.40%), The Serenade QSST Trust (8.00%) | 176,936,842 | 58.20% | 13D (active) amendment | May 15, 2026 |
| Janet L. Cohen Joint filing with The RBC Millennium Trust (60.50%) | 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 |
| Walmart Inc. | 76,350,823 | 39.90% | 13D (active) amendment | Aug 5, 2026 |
| Richard B. Cohen Joint filing with RJJRP Holdings, Inc. (28.20%) | 45,446,723 | 29.00% | 13D (active) amendment | Sep 19, 2025 |
| SoftBank Group Corp. Joint filing with SB Global Advisers Limited (15.70%), SoftBank Vision Fund II-2 L.P. (15.70%) and 4 more | 39,825,312 | 31.30% | 13D (active) amendment | May 27, 2026 |
| Baillie Gifford & Co | 12,441,000 | 10.20% | 13G (passive) amendment | Dec 31, 2025 |
| Ronald M. Wright Joint filing with The Goose Pond Trust (7.90%) | 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)
172 funds held SYM in Q2 2026, 69% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 |
| Maria G. Freve | See Remarks | 5,653 | 0.00% | Oct 28, 2026 |
| Izilda P. Martins | Chief Financial Officer | 42,732 | 0.01% | Oct 28, 2026 |
| Brian Daniel Alexander | SVP, Commercial | 66,913 | 0.01% | Oct 28, 2026 |
| James Kuffner | Chief Technology Officer | 248,382 | 0.04% | Oct 28, 2026 |
| William M. Boyd III | Chief Strategy Officer | 481,465 | 0.08% | Oct 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 | 919,038 | 0.15% | Nov 4, 2026 |
| Charles Kane | Director | 669,205 | 0.11% | Nov 4, 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 |
|---|---|---|---|---|---|---|
| Todd Krasnow Director | Nov 2, 2026 | Sale(10b5-1 plan) | −492 | $39.67 | $19.52K | 0 |
| Todd Krasnow Director | Nov 2, 2026 | Sale(10b5-1 plan) | −672 | $38.72 | $26.02K | 492 |
| Todd Krasnow Director | Nov 2, 2026 | Sale(10b5-1 plan) | −836 | $37.53 | $31.38K | 1,164 |
| Todd Krasnow Director | Nov 2, 2026 | Other | +2,000 | – | – | 2,000 |
| Todd Krasnow Director | Nov 2, 2026 | Other | −2,000 | – | – | 522,002 |
| Charles Kane Director | Nov 2, 2026 | Sale(10b5-1 plan) | −400 | $39.67 | $15.87K | 89,852 |
| Charles Kane Director | Nov 2, 2026 | Sale(10b5-1 plan) | −1,000 | $38.53 | $38.53K | 90,252 |
| Charles Kane Director | Nov 2, 2026 | Sale(10b5-1 plan) | −600 | $37.46 | $22.48K | 91,252 |
| Charles Kane Director | Nov 2, 2026 | Other | +2,000 | – | – | 91,852 |
| Charles Kane Director | Nov 2, 2026 | Other | −2,000 | – | – | 579,353 |
| Izilda P. Martins Chief Financial Officer | Oct 28, 2026 | Sale | −7,224 | $38.93 | $281.22K | 42,732 |
| James Kuffner Chief Technology Officer | Oct 27, 2026 | Sale | −198 | $38.34 | $7.59K | 248,382 |
| Maria G. Freve See Remarks | Oct 27, 2026 | Sale | −23 | $38.34 | $882 | 5,653 |
| Brian Daniel Alexander SVP, Commercial | Oct 27, 2026 | Sale | −89 | $38.28 | $3.41K | 66,870 |
| William M. Boyd III Chief Strategy Officer | Oct 27, 2026 | Sale(10b5-1 plan) | −5,694 | $39.14 | $222.85K | 57,112 |
| William M. Boyd III Chief Strategy Officer | Oct 27, 2026 | Sale(10b5-1 plan) | −3,500 | $38.34 | $134.17K | 62,806 |
| James Kuffner Chief Technology Officer | Oct 26, 2026 | Sale | −19,201 | $38.24 | $734.33K | 248,580 |
| Maria G. Freve See Remarks | Oct 26, 2026 | Sale | −2,265 | $38.25 | $86.64K | 5,676 |
| Brian Daniel Alexander SVP, Commercial | Oct 26, 2026 | Sale | −9,225 | $38.26 | $352.92K | 66,959 |
| William M. Boyd III Chief Strategy Officer | Oct 23, 2026 | Option exercise | +6,285 | – | – | 66,306 |
| William M. Boyd III Chief Strategy Officer | Oct 23, 2026 | Option exercise | +2,909 | – | – | 60,021 |
| James Kuffner Chief Technology Officer | Oct 23, 2026 | Option exercise | +47,923 | – | – | 267,781 |
| Maria G. Freve See Remarks | Oct 23, 2026 | Option exercise | +3,457 | – | – | 7,941 |
| Maria G. Freve See Remarks | Oct 23, 2026 | Option exercise | +1,144 | – | – | 4,484 |
| Brian Daniel Alexander SVP, Commercial | Oct 23, 2026 | Option exercise | +20,512 | – | – | 76,184 |
| Izilda P. Martins Chief Financial Officer | Oct 23, 2026 | Option exercise | +14,785 | – | – | 49,956 |
| Todd Krasnow Director | Oct 5, 2026 | Sale(10b5-1 plan) | −247 | $43.03 | $10.63K | 0 |
| Todd Krasnow Director | Oct 5, 2026 | Sale(10b5-1 plan) | −1,753 | $42.67 | $74.81K | 247 |
| Todd Krasnow Director | Oct 5, 2026 | Other | +2,000 | – | – | 2,000 |
| Todd Krasnow Director | Oct 5, 2026 | Other | −2,000 | – | – | 524,002 |
| Charles Kane Director | Oct 1, 2026 | Sale(10b5-1 plan) | −900 | $43.72 | $39.35K | 89,852 |
| Charles Kane Director | Oct 1, 2026 | Sale(10b5-1 plan) | −1,100 | $42.72 | $46.99K | 90,752 |
| Charles Kane Director | Oct 1, 2026 | Other | +2,000 | – | – | 91,852 |
| Charles Kane Director | Oct 1, 2026 | Other | −2,000 | – | – | 581,353 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
20.38%
18M shares short
Days to cover
10.2
At 2M shares a day
Change since last report
-0.9%
From 18M shares
Short volume, 20 days
47.0%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Symbotic's stock actually held short. Settlement fails (shares not delivered on time) peaked at 75,999 shares on Oct 6, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Michael David Dunn Officer | Nov 4, 2026 | 1,513 | $56.77K | Nov 4, 2026 | Restricted Stock Units |
| Izilda P. Martins Officer | Oct 28, 2026 | 7,224 | $281.22K | Oct 28, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Corey Dufresne Officer | Oct 28, 2026 | 9,194 | $358.38K | Oct 28, 2026 | Restricted Stock Units |
| William M. Boyd III Officer | Oct 27, 2026 | 9,194 | $348.45K | Oct 27, 2026 | Restricted Stock Units |
| Miriam Ort Officer | Oct 27, 2026 | 42 | $1.61K | Oct 27, 2026 | Restricted Stock Vesting Under a Registered Plan |
| James Kuffner Officer | Oct 27, 2026 | 198 | $7.59K | Oct 27, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Maria G. Freve Officer | Oct 27, 2026 | 23 | $882 | Oct 27, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Michael David Dunn Officer | Oct 27, 2026 | 31 | $1.19K | Oct 27, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Brian Daniel Alexander Officer | Oct 27, 2026 | 89 | $3.41K | Oct 27, 2026 | Restricted Stock Vesting Under a Registered Plan |
| James Kuffner Officer | Oct 26, 2026 | 19,201 | $734.31K | Oct 26, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Maria G. Freve Officer | Oct 26, 2026 | 2,265 | $86.64K | Oct 26, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Brian Daniel Alexander Officer | Oct 26, 2026 | 9,225 | $352.92K | Oct 26, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Michael David Dunn Officer | Oct 26, 2026 | 1,982 | $75.80K | Oct 26, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Miriam Ort Officer | Oct 26, 2026 | 3,978 | $152.12K | Oct 26, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Charles Kane Director | Oct 1, 2026 | 6,000 | $252.42K | Oct 1, 2026 | Private Acquisition from Issuer or an Affiliate |
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