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 Jun 30, 2026. Source: SEC 13-F filings.
29
Funds holding
$1367104206
Total value held
Buying
21 added/new · 7 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Walmart Inc. | $674250000 | 15000000 | — | Held |
| 2 | Morgan Stanley | $173845619 | 3867532 | +1537246 | +65.97% |
| 3 | Jpmorgan Chase & Co | $121897499 | 2889676 | +526130 | +22.26% |
| 4 | Ameriprise Financial Inc | $90412214 | 2011390 | +2011390 | NEW BUY |
| 5 | Blackrock, Inc. | $78970632 | 1756855 | +312528 | +21.64% |
| 6 | Bank Of America Corp /De/ | $47513320 | 1057026 | +16409 | +1.58% |
| 7 | Goldman Sachs Group Inc | $42055714 | 935611 | -463949 | -33.15% |
| 8 | Raymond James Financial Inc | $40645453 | 904237 | -53503 | -5.59% |
| 9 | State Street Corp | $25037465 | 557007 | +37265 | +7.17% |
| 10 | Ubs Group Ag | $23392878 | 520420 | +520420 | NEW BUY |
| 11 | Citigroup Inc | $10651172 | 236956 | +183846 | +346.16% |
| 12 | Northern Trust Corp | $7825571 | 174095 | -7173 | -3.96% |
| 13 | Wells Fargo & Company/Mn | $6878937 | 153035 | -3497 | -2.23% |
| 14 | Stifel Financial Corp | $4595075 | 102226 | +102226 | NEW BUY |
| 15 | Royal Bank Of Canada | $4522000 | 100562 | +544 | +0.54% |
| 16 | Invesco Ltd. | $4111891 | 91477 | +91477 | NEW BUY |
| 17 | Barclays Plc | $2807667 | 62462 | +4045 | +6.92% |
| 18 | Bank Of New York Mellon Corp | $2045529 | 45507 | +15425 | +51.28% |
| 19 | M&T Bank Corp | $1585445 | 35269 | +9524 | +36.99% |
| 20 | Janus Henderson Group Plc | $1132309 | 21280 | +21280 | NEW BUY |
| 21 | Jefferies Financial Group Inc. | $616849 | 13723 | +13723 | NEW BUY |
| 22 | Equitable Holdings, Inc. | $554728 | 12341 | +12341 | NEW BUY |
| 23 | Sei Investments Co | $399463 | 8887 | -135533 | -93.85% |
| 24 | Pnc Financial Services Group, Inc. | $341755 | 7603 | +1444 | +23.45% |
| 25 | Franklin Resources Inc | $328494 | 7308 | -537684 | -98.66% |
| 26 | Fifth Third Bancorp | $310921 | 6917 | +1536 | +28.54% |
| 27 | Marex Group Ltd | $250102 | 5564 | +5564 | NEW BUY |
| 28 | Us Bancorp \De\ | $99477 | 2213 | -420 | -15.95% |
| 29 | Atlantic Union Bankshares Corp | $26027 | 579 | +579 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.