Symbotic Inc. (SYM)
Nasdaq: SYM · General Industrial Machinery & Equipment, NEC · Wilmington, MA · filing with the SEC since 2020
Grade5.2
◀ Past 4.7● Present 5.5▶ Future 5.1
Who owns Symbotic Inc.
As filed with the SECHolders of 5% or more
7
The RBC Millennium GST Non-Exempt Trust holds 60.3% of Class A common stock, par value $0.0001 per share, as its SCHEDULE 13D filed Jun 26, 2025 says.
Directors and officers
15
report now, of 27 people on the record since 2021. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 7 named at left.
Holders of 5% or moreshare of the class, as filed
The RBC Millennium GST Non-Exempt Trust
SCHEDULE 13D · filed Jun 26, 2025 · Class A common stock, par value $0.0001 per share
David A. Ladensohn
SCHEDULE 13D/A · filed May 19, 2026 · Class A Common Stock, par value $0.0001 per share
Walmart Inc.
SCHEDULE 13D/A · filed Aug 7, 2026 · Class A Common Stock, par value $0.0001 per share · 45.4% in Jan 17, 2025
SoftBank Group Corp.
SCHEDULE 13D/A · filed May 29, 2026 · Class A Common Stock, par value $0.0001 per share · 37.7% in Dec 8, 2025
Richard B. Cohen
SCHEDULE 13D/A · filed Sep 22, 2025 · Class A Common Stock, par value $0.0001 per share · 29.4% in Jun 16, 2025
Baillie Gifford & Co
SCHEDULE 13G/A · filed Feb 9, 2026 · Class A Common Stock · 12.3% in Aug 8, 2025
Ronald M. Wright
SCHEDULE 13D · filed May 19, 2026 · Class A common stock, par value $0.0001 per share
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%, from 5.68% in Jan 30, 2026
What SYM reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Walmart Advanced Systems & Robotics Inc.
A company bought · acquisition · Jan 2025 · owns, named in the 10-K filed Nov 24, 2025
12 subsidiaries in 6 countries, from the list filed with the 10-K filed Nov 24, 2025.
Insider tradesForm 4
121sales
0purchases
90sales on a scheduled plan
9people selling
$27.5Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 4, 2025 to Nov 4, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 4, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window13 of 47 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Sb Global Advisers Ltd | 10% owner | 1 | $282M | 0 | 0 | $0 |
| Svf Sponsor III (De) LLC | 10% owner | 1 | $282M | 0 | 0 | $0 |
| Sb Investment Advisers (Us) Inc. | 10% owner | 1 | $186M | 0 | 0 | $0 |
| Svf II Spac Investment 3 (De) LLC | 10% owner | 1 | $186M | 0 | 0 | $0 |
| Kuffner James | Chief Technology Officer | 10 | $8.6M | 0 | 0 | $0 |
| Krasnow Todd | director | 54 | $4.8M | 50 | 0 | $0 |
| Ford Rollin L. | director | 3 | $3.5M | 0 | 0 | $0 |
| Boyd William M III | Chief Strategy Officer | 20 | $3.3M | 18 | 0 | $0 |
| Alexander Brian Daniel | SVP, Commercial | 5 | $3.0M | 0 | 0 | $0 |
| Martins Izilda P | Chief Financial Officer | 2 | $1.4M | 0 | 0 | $0 |
| Freve Maria G | See Remarks | 11 | $1.4M | 6 | 0 | $0 |
| Kane Charles | director | 17 | $900,000 | 17 | 0 | $0 |
| Saintil Merline | director | 5 | $900,000 | 5 | 0 | $0 |