Symbotic Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NasdaqGM:SYM Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
26 Feb 24SellUS$107,519,720Richard CohenIndividual2,881,255US$39.69
26 Feb 24SellUS$1,327,591Richard B. Cohen Revocable TrustCompany33,449US$39.69
06 Dec 23SellUS$5,502,882William BoydIndividual100,000US$56.49
29 Nov 23SellUS$3,875,176Rollin FordIndividual71,400US$55.73
29 Nov 23SellUS$1,347,628Charles KaneIndividual25,000US$53.91
28 Nov 23SellUS$1,169,600David LadensohnIndividual20,000US$58.68
27 Nov 23SellUS$3,634,801Todd KrasnowIndividual69,500US$53.31
24 Nov 23SellUS$27,050Todd KrasnowIndividual500US$54.10
30 Aug 23SellUS$4,682,295Thomas ErnstIndividual118,698US$40.18
30 Aug 23SellUS$2,708,280Charles KaneIndividual68,656US$40.18
30 Aug 23SellUS$4,670,818William BoydIndividual118,407US$40.18
08 Aug 23SellUS$1,571,837Charles KaneIndividual31,344US$51.17
08 Aug 23SellUS$1,569,851Thomas ErnstIndividual31,302US$51.17
08 Aug 23SellUS$1,584,623William BoydIndividual31,593US$51.20
08 Aug 23SellUS$1,577,635Todd KrasnowIndividual31,461US$51.16
07 Aug 23SellUS$1,072,300David LadensohnIndividual20,000US$53.63
25 Jul 23SellUS$399,999,998The RBC Millennium TrustCompany14,260,250US$28.05
25 Jul 23SellUS$400,000,013The RBC Millennium TrustCompany14,260,250US$28.05
23 Jul 23BuyUS$49,999,982SoftBank Group Corp., Investment ArmCompany17,825,312US$2.80
23 Jul 23BuyUS$500,000,002SoftBank Group Corp., Investment ArmCompany17,825,312US$28.05
25 May 23SellUS$1,999,173Michael DunnIndividual60,000US$35.35
15 May 23BuyUS$197,600Rollin FordIndividual8,000US$24.70
10 May 23SellUS$137,897Michael DunnIndividual5,000US$28.09

Insider Trading Volume

Insider Buying: SYM insiders have only sold shares in the past 3 months.


Ownership Breakdown

What is the ownership structure of SYM?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders672,9670.703%
Private Companies2,141,7392.24%
General Public2,328,7942.43%
VC/PE Firms9,090,0009.5%
Public Companies15,000,00015.7%
Institutions66,426,50369.4%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 5.1%.


Top Shareholders

Top 25 shareholders own 90.7% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
41.6%
SoftBank Group Corp., Investment Arm
39,825,312US$10.0b0%54.97%
15.7%
Walmart Inc.
15,000,000US$3.8b0%no data
9.91%
Baillie Gifford & Co.
9,483,371US$2.4b0%0.17%
9.5%
Sb Investment Advisers (US) Inc.
9,090,000US$2.3b0%100.0%
2.18%
The Jill Cohen Mill Trust
2,085,296US$523.3m0%no data
2.18%
The Vanguard Group, Inc.
2,081,034US$522.2m1.99%no data
1.1%
1832 Asset Management L.P.
1,055,400US$264.9m190%0.06%
0.92%
Voloridge Investment Management, LLC
882,734US$221.5m19.1%0.14%
0.75%
Millennium Management LLC
717,518US$180.1m278%0.03%
0.72%
Mirae Asset Global Investments Co., Ltd.
687,351US$172.5m-0.27%0.03%
0.64%
Raymond James Financial Inc., Asset Management Arm
616,391US$154.7m6.3%0.02%
0.64%
FMR LLC
610,569US$153.2m4.17%no data
0.53%
First Trust Advisors LP
510,237US$128.0m44%0.02%
0.5%
Two Sigma Investments, LP
476,863US$119.7m28.9%0.05%
0.43%
BlackRock, Inc.
409,000US$102.6m44.6%no data
0.4%
Exchange Traded Concepts, LLC
386,727US$97.0m50.9%0.31%
0.39%
T. Rowe Price Group, Inc.
369,026US$92.6m2.23%no data
0.34%
Invesco Ltd.
328,096US$82.3m0%no data
0.34%
Point72 Asset Management, L.P.
326,004US$81.8m150%0.03%
0.33%
Goldman Sachs Group, Investment Banking and Securities Investments
319,698US$80.2m623%0.01%
0.33%
Hodges Capital Management Inc
315,891US$79.3m-23.1%0.88%
0.33%
TCW Group, Inc.
313,659US$78.7m-8.85%0.12%
0.32%
Morgan Stanley, Investment Banking and Brokerage Investments
304,889US$76.5m48.1%no data
0.31%
Driehaus Capital Management LLC
295,736US$74.2m6.74%0.09%
0.28%
S Squared Technology, LLC
270,000US$67.8m3.85%5.81%
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