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
Date	Value	Name	Entity	Shares	Max Price
04 Nov 24	SellUS$56,307	Todd Krasnow	Individual	2,000	US$28.15
01 Oct 24	SellUS$47,926	Todd Krasnow	Individual	2,000	US$23.96
03 Sep 24	SellUS$37,503	Todd Krasnow	Individual	2,000	US$18.75
05 Aug 24	SellUS$364,765	Todd Krasnow	Individual	17,000	US$21.47
02 Jul 24	SellUS$70,971	Todd Krasnow	Individual	2,000	US$35.49
07 Jun 24	SellUS$1,864,420	Rollin Ford	Individual	49,998	US$37.29
03 Jun 24	SellUS$79,571	Todd Krasnow	Individual	2,000	US$39.79
28 May 24	SellUS$81,837	Todd Krasnow	Individual	2,000	US$40.92
24 May 24	SellUS$2,044,511	Richard Cohen	Individual	50,000	US$41.84
22 May 24	SellUS$1,081,553	The Jill Cohen Mill Trust	Company	25,000	US$43.26
22 May 24	SellUS$52,828	Michael Dunn	Individual	1,200	US$44.02
26 Feb 24	SellUS$107,519,720	Richard Cohen	Individual	2,881,255	US$39.69
26 Feb 24	SellUS$1,327,591	Richard B. Cohen Revocable Trust	Company	33,449	US$39.69

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 Type	Number of Shares	Ownership Percentage
Individual Insiders	419,428	0.394%
General Public	1,663,215	1.56%
VC/PE Firms	9,090,000	8.55%
Public Companies	15,000,000	14.1%
Institutions	80,179,966	75.4%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.5%.

Top Shareholders

Top 25 shareholders own 89.83% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
37.5%	SoftBank Group Corp., Investment Arm	39,825,312	US$5.1b	0%	32.56%
14.1%	Walmart Inc.	15,000,000	US$1.9b	0%	no data
13.2%	Baillie Gifford & Co.	14,070,999	US$1.8b	32%	0.15%
8.55%	Sb Investment Advisers (US) Inc.	9,090,000	US$1.2b	0%	100.0%
3.31%	The Vanguard Group, Inc.	3,517,665	US$447.6m	10.8%	no data
1.15%	Mirae Asset Global Investments Co., Ltd.	1,219,134	US$155.1m	-2.09%	0.03%
1.12%	Frontier Capital Management Co LLC	1,187,600	US$151.1m	160%	0.25%
1%	FMR LLC	1,065,161	US$135.5m	-0.77%	no data
0.99%	Thematics Asset Management	1,048,170	US$133.4m	30.1%	0.8%
0.82%	Exchange Traded Concepts, LLC	873,987	US$111.2m	76.8%	0.38%
0.74%	Zevenbergen Capital Investments LLC	788,092	US$100.3m	20.6%	0.36%
0.74%	BlackRock, Inc.	785,553	US$100.0m	-19.9%	no data
0.64%	Goldman Sachs Group, Investment Banking and Securities Investments	684,414	US$87.1m	3,530%	0.01%
0.58%	Legal & General Investment Management Limited	616,749	US$78.5m	68.7%	no data
0.58%	First Trust Advisors LP	611,777	US$77.9m	86.6%	0.01%
0.57%	Raymond James Financial Inc., Asset Management Arm	609,041	US$77.5m	-8.84%	0.01%
0.54%	Invesco Ltd.	577,972	US$73.6m	-41.7%	no data
0.52%	Voloridge Investment Management, LLC	558,308	US$71.0m	1,070%	0.05%
0.5%	Bank of America Corporation, Asset Management Arm	531,225	US$67.6m	2,640%	no data
0.5%	GWL Investment Management Ltd.	530,107	US$67.5m	-8.04%	0.02%
0.5%	Sanlam Investments Uk Limited	528,328	US$67.2m	0%	0.55%
0.47%	Geode Capital Management, LLC	503,758	US$64.1m	10.2%	no data
0.42%	Morgan Stanley, Investment Banking and Brokerage Investments	450,818	US$57.4m	125%	no data
0.42%	S Squared Technology, LLC	450,000	US$57.3m	30.4%	4.09%
0.39%	Adage Capital Management, L.P.	415,000	US$52.8m	-30.6%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 00:09
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/28
Annual Earnings	2024/09/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Symbotic Inc. is covered by 17 analysts. 15 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Robert Mason	Baird
Hamed Khorsand	BWS Financial Inc.
Derek Soderberg	Cantor Fitzgerald & Co.