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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 3,712 | 197.5K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Franklin DynaTech VIP Fund Franklin Templeton Variable Insurance Products Trust | 3,425 | 182.2K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| TCW Transform Supply Chain ETF TCW ETF Trust | 3,401 | 201K $ | 1.66 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 3,317 | 181.7K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Adasina Social Justice All Cap Global ETF Tidal Trust I | 3,250 | 178K $ | 0.07 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares Morningstar Small-Cap ETF iShares Trust | 2,735 | 161.6K $ | 0.06 % | 0.00 % | as of Apr 30, 2026 ↗ |
| iShares Dow Jones U.S. ETF iShares Trust | 2,535 | 149.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. | 2,500 | 137K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| iShares U.S. Tech Breakthrough Multisector ETF iShares Trust | 2,443 | 144.4K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 2,310 | 136.5K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 2,300 | 122.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 2,039 | 111.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 1,986 | 117.4K $ | 0.05 % | 0.00 % | as of Apr 30, 2026 ↗ |
| NVIT J.P. Morgan US Technology Leaders Fund Nationwide Variable Insurance Trust | 1,962 | 104.4K $ | 0.46 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,761 | 93.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AMG Frontier Small Cap Growth Fund AMG Funds I | 1,673 | 98.9K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,660 | 98.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,555 | 91.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Truth Social American Next Frontiers ETF Truth Social Funds | 1,536 | 81.7K $ | 0.72 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Manufacturing ETF iShares Trust | 1,484 | 78.9K $ | 0.16 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 1,452 | 79.5K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,331 | 70.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,323 | 70.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Praxis Impact Large Cap Growth ETF Praxis Funds | 1,296 | 68.9K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,165 | 62K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,047 | 55.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 1,000 | 54.8K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Indexperts Gorilla Aggressive Growth ETF SPINNAKER ETF SERIES | 971 | 57.4K $ | 0.14 % | 0.00 % | as of Apr 30, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 943 | 50.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 909 | 48.4K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 893 | 48.9K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 881 | 52.1K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 803 | 42.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 777 | 45.9K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Sofi Agentic Ai ETF Tidal Trust I | 694 | 38K $ | 0.37 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 522 | 27.8K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 479 | 28.3K $ | 0.18 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Themes US Small Cap Cash Flow Champions ETF Themes ETF Trust | 404 | 21.5K $ | 0.77 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 337 | 19.9K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 286 | 15.7K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 277 | 14.7K $ | 0.39 % | 0.00 % | as of Mar 31, 2026 ↗ |
| US Vegan Climate ETF ETF Series Solutions | 244 | 14.4K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 231 | 12.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 224 | 11.9K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Pacer BlueStar Engineering the Future ETF Pacer Funds Trust | 145 | 8.6K $ | 0.18 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Pacer Industrials and Logistics ETF Pacer Funds Trust | 119 | 7K $ | 0.35 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 102 | 5.6K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS | 97 | 5.3K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| E*TRADE No Fee Large Cap Index Fund E Trade Trust | 85 | 5K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 55 | 3.3K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Corevalues America First Technology ETF Tidal Trust II | 8 | 425.6 $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 7 | 413.7 $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Goldman Sachs MSCI World Private Equity Return Tracker ETF Goldman Sachs ETF Trust | 6 | 328.7 $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 4 | 219.1 $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| GESTION BOUTIQUE VI, FI GESTION BOUTIQUE VI / GESTIVALUE CAPITAL ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 202.6K € | 0.64 % | as of Dec 31, 2025 ↗ | ||
| GESTION BOUTIQUE V, FI GESTION BOUTIQUE V / ROBOTICS ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 175.4K € | 2.57 % | as of Dec 31, 2025 ↗ | ||
| GESTION BOUTIQUE VI, FI GESTION BOUTIQUE VI / KALDI ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 50.7K € | 0.52 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight 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 row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 152 | +13 | 15,578,678 | +6.2 % |
| 2026Q1 | 139 | +25 | 14,664,915 | +26.6 % |
| 2025Q4 | 114 | +25 | 11,585,272 | +22.3 % |
| 2025Q3 | 89 | +2 | 9,471,509 | -8.0 % |
| 2025Q2 | 87 | 0 | 10,295,891 | +5.0 % |
| 2025Q1 | 87 | +1 | 9,806,628 | +6.7 % |
| 2024Q4 | 86 | -17 | 9,192,336 | +2.6 % |
| 2024Q3 | 103 | +8 | 8,961,557 | +23.8 % |
| 2024Q2 | 95 | +14 | 7,239,533 | +26.4 % |
| 2024Q1 | 81 | +3 | 5,725,841 | +4.0 % |
| 2023Q4 | 78 | 5,504,750 |
Institutional managers
402 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| SOFTBANK GROUP CORP. | 39,825,312 | 2.1B $ | as of Mar 31, 2026 |
| Walmart Inc. | 15,000,000 | 798M $ | as of Mar 31, 2026 |
| BAILLIE GIFFORD & CO | 12,479,888 | 663.9M $ | as of Mar 31, 2026 |
| SVF Sponsor III (DE) LLC | 5,590,000 | 297.4M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 2,363,546 | 112.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,330,286 | 124M $ | as of Mar 31, 2026 |
| FMR LLC | 1,821,565 | 96.9M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,444,327 | 76.8M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,335,760 | 71.1M $ | as of Mar 31, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1,040,635 | 55M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,040,617 | 55.4M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 957,340 | 50.9M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 939,968 | 50M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 822,048 | 43.7M $ | as of Mar 31, 2026 |
| ARK Investment Management LLC | 782,223 | 41.6M $ | as of Mar 31, 2026 |
| TCW GROUP INC | 731,166 | 38.9M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 724,976 | 39.7M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 714,800 | 38M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 626,465 | 33.3M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 544,992 | 29M $ | as of Mar 31, 2026 |
| Hood River Capital Management LLC | 524,415 | 27.9M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 519,742 | 27.7M $ | as of Mar 31, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | 493,942 | 26.3M $ | as of Mar 31, 2026 |
| Burkehill Global Management, LP | 475,000 | 25.3M $ | as of Mar 31, 2026 |
| UBS Group AG | 398,945 | 21.2M $ | as of Mar 31, 2026 |
Declared shareholders of Symbotic Inc
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| David A. Ladensohn and 4 others | 58.20 % | 176,936,842 | as of May 15, 2026 · SCHEDULE 13D |
| SoftBank Group Corp. and 10 others | 31.30 % | 39,825,312 | as of May 27, 2026 · SCHEDULE 13D |
| Ronald M. Wright and 1 other | 7.90 % | 10,857,484 | as of May 15, 2026 · SCHEDULE 13D |
Cite this page
Titelia. "Fund shareholders of Symbotic Inc". https://titelia.com/en/stocks/symbotic-inc-US87151X1019