Symbotic Inc.· SYM

🇺🇸 US · LargeBroad USNASDAQ

Industrials Industrial - Machinery Website

Price: $44.61
Day: +3.48%
Mkt Cap: $28.63B
52W Range: $37.68 – $87.88
Volume: 2.07M
Beta: 1.94

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 4.0 / 5 (Bullish), from 3 of 3 components
Institutions Q2 2026: 452 institutions hold; 268 added, 87 reduced
Insiders Q3 2026: no purchases, 19 sales ($3.6M)

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Symbotic Inc.

SYM|Industrials|Industrial - Machinery

Current price: $45

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.1x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

7 sellers

vs 7.0 avg per quarter

Institutional net breadth · Q2 2026

+189

362 adding vs 173 reducing

Institutional ownership · Q2 2026

91.0%

452 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

SOFTBANK GROUP CORP.

39.8M

-2.0%

WALMART INC.

15.0M

-2.0%

BAILLIE GIFFORD & CO

12.3M

-3.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

4.3M

+11.7%

MORGAN STANLEY

3.9M

+62.7%

VANGUARD CAPITAL MANAGEMENT LLC

2.9M

-4.1%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

59 buying76 unchanged19 selling

153 funds held SYM in Q2 2026, holding 19.3M shares between them, up 8.7% on the quarter.

Largest fund holders

VIRTUS ASSET TRUST75.0K sh

BlackRock Funds V55.5K sh

Investment Managers Series Trust II9.6K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · May 27

SOFTBANK GROUP CORP.

$281.8M

Sale · May 27

SVF Sponsor III (DE) LLC

$281.8M

Sale · Dec 8

SOFTBANK GROUP CORP.

$186.2M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 18, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

SYM Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.0/5

Bullish

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+84

Fund Flow

10% weight

+60

Overall Smart Money sentiment of 4.0/5 (Bullish) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 18, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for SYM

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

19 sales totaling $3.6M (88.1K shares)

Share volume is well below the historical pace (0.1x average), insiders are holding more

7 different insiders sold this quarter

Buying seen in 2 of 15 quarters

Steady selling pace across recent quarters

0.1x

Selling pace

quarter in progress, filings still arriving

0.43%

Stake sold

of active insiders' holdings

7 sellers

Seller breadth

vs 7.0 avg per quarter

Q3 2023

Last insider purchase

buying in 2 of 16 quarters

Notable Recent Transactions, SYM

Top 8 highest-value insider trades from the last 8 quarters

SOFTBANK GROUP CORP.

10% Owner

Sell

5,590,000 shares at $50.41

≈100.0% of their stake at the time

May 27, 2026$281.82M

SVF Sponsor III (DE) LLC

Former 10% Owner

Sell

5,590,000 shares at $50.41

≈100.0% of their stake at the time

May 27, 2026$281.82M

SOFTBANK GROUP CORP.

10% Owner

Sell

3,500,000 shares at $53.21

≈38.5% of their stake at the time

Dec 8, 2025$186.24M

SVF Sponsor III (DE) LLC

10% Owner

Sell

3,500,000 shares at $53.21

≈38.5% of their stake at the time

Dec 8, 2025$186.24M

RBC Millennium GST Non-Exempt Trust

10% Owner

Sell

187,831 shares at $46.35

≈85.4% of their stake at the time

Aug 22, 2025$8.71M

Ford Rollin L.

Director

Sell

90,000 shares at $51.57

≈100.0% of their stake at the time

Aug 12, 2025$4.64M

Kuffner James

CTO

Sell

76,273 shares at $59.76

≈34.3% of their stake at the time

Jan 26, 2026$4.56M

Ford Rollin L.

Director

Sell

38,925 shares at $56.63

≈64.9% of their stake at the time

Feb 11, 2026$2.20M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for SYM

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Very Bullish

Institutions accumulating in Q2 2026

91.0% institutional ownership

Strong accumulation: 362 institutions adding vs 173 reducing positions

13F shares increased by 2.9%, a notable change

Momentum improving from prior quarter

+189

Net breadth

362 adding vs 173 reducing

Strong accumulation

2.09

Add / reduce ratio

in Q2 2026

New − closed

94 initiated, 86 exited

5 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+362 growing-173 shrinkingNet: +189

268

New (94)

Increased (268)

Reduced (87)

Closed (86)

Top Institutional Holders, SYM

Largest 8 institutional positions by ownership percentage as of Q2 2026

SOFTBANK GROUP CORP.

39.8M

$1.8B

Ownership

31.09%

-2.0%

WALMART INC.

15.0M

$674.3M

Ownership

11.71%

-2.0%

BAILLIE GIFFORD & CO

12.3M

$551.3M

Ownership

9.58%

-3.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

4.3M

$193.1M

Ownership

3.35%

+11.7%

MORGAN STANLEY

3.9M

$173.8M

Ownership

3.02%

+62.7%

JPMORGAN CHASE & CO

2.9M

$121.9M

Ownership

2.26%

+19.8%

VANGUARD CAPITAL MANAGEMENT LLC

2.9M

$128.2M

Ownership

2.23%

-4.1%

AMERIPRISE FINANCIAL INC

2.0M

$90.4M

Ownership

1.57%

+4052.5%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 154 ETFs and mutual funds reporting

59 buying19 sellingNet: +40

Buying (59)

Unchanged (76)

Selling (19)

In total, funds bought 2.6M shares and sold 910.4K this quarter. Each fund counts once in the bar above, whatever the size of its move.

Very Bullish

Funds accumulating in Q2 2026

154 ETFs and mutual funds reporting

59 funds buying vs 19 selling

Top Fund Holders, SYM

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

VIRTUS ASSET TRUST

75.0K

Weight

0.31%

Jun 30, 2026No change

BlackRock Funds V

55.5K

Weight

0.00%

Jun 30, 2026No change

Investment Managers Series Trust II

9.6K

Weight

0.04%

Jun 30, 2026Decreased

PFS FUNDS

9.5K

Weight

48.98%

Jul 31, 2026No change

BlackRock ESG Capital Allocation Trust

6.5K

Weight

0.01%

Jun 30, 2026No change

NORTHERN LIGHTS FUND TRUST III

5.2K

Weight

0.03%

Jun 30, 2026No change

RUSSELL INVESTMENT FUNDS

3.0K

Weight

0.00%

Jun 30, 2026No change

BlackRock Capital Allocation Trust

3.0K

Weight

0.01%

Jun 30, 2026No change

Symbotic Inc.· SYM

Holdings Analysis

Insider Trading Activity

1.3Transaction History351Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings133Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History351Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings133Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights