Titelia

Fund shareholders of Symbotic Inc

ISIN US87151X1019 · United States · LEI 529900UN9QT55OG9I235

Fund shareholders
157
Of which ETFs
65 92 other funds
Value held
847M $ 428.6K € · 13.3M SEK
Share of capital
2.6 % of 603.9M shares on Jun 27, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,104,606112M $0.01 %0.35 %as of Mar 31, 2026
VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS 1,485,50279M $0.02 %0.25 %as of Mar 31, 2026
Global X Robotics & Artificial Intelligence ETF GLOBAL X FUNDS 1,269,59569.5M $1.97 %0.21 %as of Feb 28, 2026
Fidelity Contrafund Fidelity Contrafund 808,26643M $0.03 %0.13 %as of Mar 31, 2026
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 761,28040.5M $0.02 %0.13 %as of Mar 31, 2026
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 714,33538M $0.02 %0.12 %as of Mar 31, 2026
ARK Autonomous Technology & Robotics ETF ARK ETF Trust 671,81839.7M $1.89 %0.11 %as of Apr 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 659,34435.1M $0.04 %0.11 %as of Mar 31, 2026
Franklin Dynatech Fund Franklin Custodian Funds 500,00026.6M $0.11 %0.08 %as of Mar 31, 2026
ROBO Global Robotics and Automation Index ETF EXCHANGE TRADED CONCEPTS TRUST 493,94229.2M $1.65 %0.08 %as of Apr 30, 2026
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 424,88022.6M $0.06 %0.07 %as of Mar 31, 2026
Allspring Growth Fund ALLSPRING FUNDS TRUST 391,64923.1M $0.74 %0.06 %as of Apr 30, 2026
Morgan Stanley Discovery Portfolio Brighthouse Funds Trust I 356,35119M $1.69 %0.06 %as of Mar 31, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 291,59816M $0.04 %0.05 %as of Feb 28, 2026
JPMorgan U.S. Tech Leaders ETF J.P. Morgan Exchange-Traded Fund Trust 270,70414.4M $0.47 %0.04 %as of Mar 31, 2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 268,57214.7M $0.07 %0.04 %as of Feb 28, 2026
VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 251,19013.4M $0.05 %0.04 %as of Mar 31, 2026
Discovery Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 238,89812.7M $1.71 %0.04 %as of Mar 31, 2026
Allspring Premier Large Company Growth Fund ALLSPRING FUNDS TRUST 192,57811.4M $0.84 %0.03 %as of Apr 30, 2026
First Trust Nasdaq Artificial Intelligence and Robotics ETF First Trust Exchange-Traded Fund VI 174,8629.3M $1.52 %0.03 %as of Mar 31, 2026
Fidelity Contrafund K6 Fidelity Contrafund 174,5159.3M $0.03 %0.03 %as of Mar 31, 2026
Hood River New Opportunities Fund Manager Directed Portfolios 166,3158.8M $1.34 %0.03 %as of Mar 31, 2026
VIP Contrafund Portfolio Variable Insurance Products Fund II 156,8008.3M $0.03 %0.03 %as of Mar 31, 2026
Baillie Gifford Long Term Global Growth Fund Baillie Gifford Funds 143,0727.6M $1.46 %0.02 %as of Mar 31, 2026
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 134,7557.2M $1.45 %0.02 %as of Mar 31, 2026
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST 130,9117M $0.30 %0.02 %as of Mar 31, 2026
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 117,3446.4M $0.04 %0.02 %as of Feb 28, 2026
Fidelity Advisor New Insights Fund Fidelity Contrafund 115,6006.1M $0.03 %0.02 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 103,5635.7M $0.00 %0.02 %as of Feb 28, 2026
Frontier Mid Cap Growth Portfolio Brighthouse Funds Trust II 96,8325.2M $0.54 %0.02 %as of Mar 31, 2026
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 85,2445M $0.01 %0.01 %as of Apr 30, 2026
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 84,3004.5M $0.11 %0.01 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 81,9724.5M $0.00 %0.01 %as of Feb 28, 2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 72,4394M $0.02 %0.01 %as of Feb 28, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 71,4513.8M $0.00 %0.01 %as of Mar 31, 2026
MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS 70,6433.8M $0.14 %0.01 %as of Mar 31, 2026
Abacus FCF Leaders ETF Abacus FCF ETF Trust 68,8884.1M $0.82 %0.01 %as of Apr 30, 2026
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 61,7323.6M $0.10 %0.01 %as of Apr 30, 2026
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 61,2663.4M $0.20 %0.01 %as of Feb 28, 2026
Fidelity Series Opportunistic Insights Fund Fidelity Contrafund 60,7003.2M $0.02 %0.01 %as of Mar 31, 2026
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 57,3763.1M $0.04 %0.01 %as of Feb 28, 2026
Discovery Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. 55,4502.9M $1.70 %0.01 %as of Mar 31, 2026
Fidelity Disruptive Automation ETF Fidelity Covington Trust 50,6502.8M $1.44 %0.01 %as of Feb 28, 2026
TCW Artificial Intelligence ETF TCW ETF Trust 48,9932.9M $2.70 %0.01 %as of Apr 30, 2026
Allspring Innovation Fund ALLSPRING FUNDS TRUST 42,8842.3M $0.71 %0.01 %as of Mar 31, 2026
Fidelity Puritan Fund Fidelity Puritan Trust 42,0002.3M $0.01 %0.01 %as of Feb 28, 2026
Baillie Gifford Institutional Long Term Global Growth Fund Baillie Gifford Institutional Trust 40,3362.1M $1.49 %0.01 %as of Mar 31, 2026
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 39,0682.1M $0.00 %0.01 %as of Mar 31, 2026
SLOW CAPITAL GROWTH FUND Valued Advisers Trust 38,4502.3M $2.27 %0.01 %as of Apr 30, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 37,0572M $0.00 %0.01 %as of Mar 31, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 34,7062.1M $0.01 %0.01 %as of Apr 30, 2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 32,5171.8M $0.00 %0.01 %as of Feb 28, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 31,5511.7M $0.01 %0.01 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 30,5231.8M $0.01 %0.01 %as of Apr 30, 2026
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 29,7191.6M $0.12 %0.00 %as of Mar 31, 2026
Abacus FCF Real Assets Leaders ETF Abacus FCF ETF Trust 29,2871.7M $2.03 %0.00 %as of Apr 30, 2026
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 27,3231.5M $0.02 %0.00 %as of Feb 28, 2026
First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 25,7771.5M $0.29 %0.00 %as of Apr 30, 2026
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 25,3481.5M $0.07 %0.00 %as of Apr 30, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 24,5901.5M $0.01 %0.00 %as of Apr 30, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 20,7791.2M $0.05 %0.00 %as of Apr 30, 2026
VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc 19,7951.1M $0.12 %0.00 %as of Mar 31, 2026
iShares Morningstar Small-Cap Growth ETF iShares Trust 19,7871.2M $0.12 %0.00 %as of Apr 30, 2026
Zevenbergen Genea Fund Advisor Managed Portfolios 19,6751M $1.83 %0.00 %as of Mar 31, 2026
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 18,160994.8K $0.04 %0.00 %as of Feb 28, 2026
Schwab 1000 Index Fund SCHWAB INVESTMENTS 17,7531M $0.00 %0.00 %as of Apr 30, 2026
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 17,0621M $0.08 %0.00 %as of Apr 30, 2026
Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST 14,936882.7K $0.04 %0.00 %as of Apr 30, 2026
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 13,5006.8M SEK0.02 %0.00 %as of Mar 31, 2026
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 12,742677.9K $0.01 %0.00 %as of Mar 31, 2026
Handelsbanken Stiftelsefond Handelsbanken Fonder AB 12,6806.4M SEK0.05 %0.00 %as of Mar 31, 2026
First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI 12,669674K $0.09 %0.00 %as of Mar 31, 2026
AlphaCentric Robotics and Automation Fund MUTUAL FUND SERIES TRUST 12,500665K $3.05 %0.00 %as of Mar 31, 2026
VanEck Robotics ETF VanEck ETF Trust 11,752625.2K $1.10 %0.00 %as of Mar 31, 2026
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 11,408606.9K $0.02 %0.00 %as of Mar 31, 2026
WisdomTree U.S. MidCap Fund WisdomTree Trust 10,598563.8K $0.07 %0.00 %as of Mar 31, 2026
AXS Green Alpha ETF INVESTMENT MANAGERS SERIES TRUST II 10,084536.5K $1.24 %0.00 %as of Mar 31, 2026
Taylor Frigon Core Growth Fund PFS FUNDS 9,528521.9K $1.74 %0.00 %as of Feb 28, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 8,918527.1K $0.13 %0.00 %as of Apr 30, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,500452.2K $0.05 %0.00 %as of Mar 31, 2026
Franklin Intelligent Machines ETF Franklin Templeton ETF Trust 8,400446.9K $0.60 %0.00 %as of Mar 31, 2026
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,226486.2K $0.01 %0.00 %as of Apr 30, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 8,014473.6K $0.00 %0.00 %as of Apr 30, 2026
Fidelity Advisor Diversified Stock Fund Fidelity Destiny Portfolios 7,500399K $0.01 %0.00 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 7,398437.2K $0.06 %0.00 %as of Apr 30, 2026
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 7,200383K $0.01 %0.00 %as of Mar 31, 2026
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 7,093419.2K $0.09 %0.00 %as of Apr 30, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 7,084418.7K $0.00 %0.00 %as of Apr 30, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 6,710396.6K $0.00 %0.00 %as of Apr 30, 2026
Allspring VT Discovery All Cap Growth Fund Allspring VARIABLE TRUST 6,498345.7K $0.74 %0.00 %as of Mar 31, 2026
LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,329336.7K $0.05 %0.00 %as of Mar 31, 2026
AAM Transformers ETF ETF Series Solutions 6,195366.1K $0.24 %0.00 %as of Apr 30, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 5,400295.8K $0.00 %0.00 %as of Feb 28, 2026
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 5,165305.3K $0.01 %0.00 %as of Apr 30, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 5,013296.3K $0.00 %0.00 %as of Apr 30, 2026
Defiance Retail Kings ETF ETF Series Solutions 4,980264.9K $3.86 %0.00 %as of Mar 31, 2026
Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust 4,293235.2K $0.11 %0.00 %as of Feb 28, 2026
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 4,233231.9K $0.00 %0.00 %as of Feb 28, 2026
iShares MSCI World Small-Cap ETF iShares Trust 3,875212.3K $0.03 %0.00 %as of Feb 28, 2026
ROCK OAK CORE GROWTH FUND Oak Associates Funds 3,808225.1K $1.76 %0.00 %as of Apr 30, 2026

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
Defiance Retail Kings ETF ETF Series Solutions 3.86 %as of Mar 31, 2026
AlphaCentric Robotics and Automation Fund MUTUAL FUND SERIES TRUST 3.05 %as of Mar 31, 2026
TCW Artificial Intelligence ETF TCW ETF Trust 2.70 %as of Apr 30, 2026
GESTION BOUTIQUE V, FI GESTION BOUTIQUE V / ROBOTICS ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 2.57 %as of Dec 31, 2025
SLOW CAPITAL GROWTH FUND Valued Advisers Trust 2.27 %as of Apr 30, 2026
Abacus FCF Real Assets Leaders ETF Abacus FCF ETF Trust 2.03 %as of Apr 30, 2026
Global X Robotics & Artificial Intelligence ETF GLOBAL X FUNDS 1.97 %as of Feb 28, 2026
ARK Autonomous Technology & Robotics ETF ARK ETF Trust 1.89 %as of Apr 30, 2026
Zevenbergen Genea Fund Advisor Managed Portfolios 1.83 %as of Mar 31, 2026
ROCK OAK CORE GROWTH FUND Oak Associates Funds 1.76 %as of Apr 30, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2152+1315,578,678+6.2 %
2026Q1139+2514,664,915+26.6 %
2025Q4114+2511,585,272+22.3 %
2025Q389+29,471,509-8.0 %
2025Q287010,295,891+5.0 %
2025Q187+19,806,628+6.7 %
2024Q486-179,192,336+2.6 %
2024Q3103+88,961,557+23.8 %
2024Q295+147,239,533+26.4 %
2024Q181+35,725,841+4.0 %
2023Q4785,504,750

Institutional managers

402 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
SOFTBANK GROUP CORP.39,825,3122.1B $as of Mar 31, 2026
Walmart Inc.15,000,000798M $as of Mar 31, 2026
BAILLIE GIFFORD & CO12,479,888663.9M $as of Mar 31, 2026
SVF Sponsor III (DE) LLC5,590,000297.4M $as of Mar 31, 2026
JPMORGAN CHASE & CO2,363,546112.1M $as of Mar 31, 2026
MORGAN STANLEY2,330,286124M $as of Mar 31, 2026
FMR LLC1,821,56596.9M $as of Mar 31, 2026
BlackRock, Inc.1,444,32776.8M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,335,76071.1M $as of Mar 31, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.1,040,63555M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/1,040,61755.4M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC957,34050.9M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP939,96850M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC822,04843.7M $as of Mar 31, 2026
ARK Investment Management LLC782,22341.6M $as of Mar 31, 2026
TCW GROUP INC731,16638.9M $as of Mar 31, 2026
Allspring Global Investments Holdings, LLC724,97639.7M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC714,80038M $as of Mar 31, 2026
CITADEL ADVISORS LLC626,46533.3M $as of Mar 31, 2026
FRANKLIN RESOURCES INC544,99229M $as of Mar 31, 2026
Hood River Capital Management LLC524,41527.9M $as of Mar 31, 2026
STATE STREET CORP519,74227.7M $as of Mar 31, 2026
EXCHANGE TRADED CONCEPTS, LLC493,94226.3M $as of Mar 31, 2026
Burkehill Global Management, LP475,00025.3M $as of Mar 31, 2026
UBS Group AG398,94521.2M $as of Mar 31, 2026

Declared shareholders of Symbotic Inc

3 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
David A. Ladensohn and 4 others58.20 %176,936,842as of May 15, 2026 · SCHEDULE 13D
SoftBank Group Corp. and 10 others31.30 %39,825,312as of May 27, 2026 · SCHEDULE 13D
Ronald M. Wright and 1 other7.90 %10,857,484as of May 15, 2026 · SCHEDULE 13D
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Titelia. "Fund shareholders of Symbotic Inc". https://titelia.com/en/stocks/symbotic-inc-US87151X1019