Symbotic Inc. Class A Common Stock — Institutional Ownership

Which tracked institutions hold SYM, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.

23
Funds holding
$1289180392
Total value held
Buying
15 added/new · 7 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Walmart Inc. $798000000 15000000 Held
2 Morgan Stanley $123971324 2330286 -200588 -7.93%
3 Blackrock, Inc. $76838196 1444327 +182788 +14.49%
4 Goldman Sachs Group Inc $74456592 1399560 +476960 +51.70%
5 Bank Of America Corp /De/ $55360824 1040617 -174912 -14.39%
6 Raymond James Financial Inc $50947488 957740 +5622 +0.59%
7 Franklin Resources Inc $28993574 544992 +107197 +24.49%
8 State Street Corp $27650274 519742 +33026 +6.79%
9 Northern Trust Corp $9643458 181268 +5821 +3.32%
10 Wells Fargo & Company/Mn $9061466 152294 -58409 -27.72%
11 Sei Investments Co $7683144 144420 +144420 NEW BUY
12 Invesco Ltd. $6468662 108717 -24975 -18.68%
13 Royal Bank Of Canada $5321000 100018 +100018 NEW BUY
14 Citigroup Inc $3160045 53110 +8314 +18.56%
15 Barclays Plc $3107783 58417 +58417 NEW BUY
16 Ameriprise Financial Inc $2525191 47478 +27592 +138.75%
17 Bank Of New York Mellon Corp $1600363 30082 -57586 -65.69%
18 M&T Bank Corp $1532038 25745 -1627 -5.94%
19 Janus Henderson Group Plc $1132309 21280 +21280 NEW BUY
20 Bank Of Montreal /Can/ $972655 18283 +18283 NEW BUY
21 Pnc Financial Services Group, Inc. $327659 6159 -193 -3.04%
22 Fifth Third Bancorp $286272 5381 +4376 +435.42%
23 Us Bancorp \De\ $140075 2633 +25 +0.96%

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.