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
07 Jun 24SellUS$1,864,420Rollin FordIndividual49,998US$37.29
03 Jun 24SellUS$79,571Todd KrasnowIndividual2,000US$39.79
28 May 24SellUS$81,837Todd KrasnowIndividual2,000US$40.92
24 May 24SellUS$2,044,511Richard CohenIndividual50,000US$41.84
22 May 24SellUS$52,828Michael DunnIndividual1,200US$44.02
22 May 24SellUS$1,081,553The Jill Cohen Mill TrustCompany25,000US$43.26
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

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
Private Companies75,5980.074%
Individual Insiders667,7670.654%
General Public8,939,4448.75%
VC/PE Firms9,090,0008.9%
Public Companies15,000,00014.7%
Institutions68,406,63966.9%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 5.3%.


Top Shareholders

Top 25 shareholders own 84.13% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
39%
SoftBank Group Corp., Investment Arm
39,825,312US$8.1b0%45.27%
14.7%
Walmart Inc.
15,000,000US$3.0b0%no data
10.1%
Baillie Gifford & Co.
10,317,345US$2.1b8.79%0.16%
8.9%
Sb Investment Advisers (US) Inc.
9,090,000US$1.8b0%100.0%
2.37%
The Vanguard Group, Inc.
2,426,420US$492.6m16.6%no data
1.03%
Invesco Ltd.
1,047,973US$212.7m219%0.01%
0.83%
FMR LLC
852,994US$173.2m39.7%no data
0.7%
BlackRock, Inc.
713,518US$144.8m74.5%no data
0.6%
Raymond James Financial Inc., Asset Management Arm
616,391US$125.1m6.3%0.01%
0.56%
Mirae Asset Global Investments Co., Ltd.
568,577US$115.4m-17.3%0.02%
0.55%
First Trust Advisors LP
560,037US$113.7m9.76%0.02%
0.46%
J. Goldman & Co., L.P.
469,440US$95.3m0%0.75%
0.4%
Geode Capital Management, LLC
411,261US$83.5m81.6%no data
0.38%
AXA Investment Managers S.A.
387,490US$78.7m0%0.02%
0.38%
Exchange Traded Concepts, LLC
386,727US$78.5m50.9%0.23%
0.38%
TCW Group, Inc.
383,683US$77.9m22.3%0.12%
0.37%
Thematics Asset Management
383,038US$77.8m0%0.53%
0.36%
T. Rowe Price Group, Inc.
369,646US$75.0m0.17%no data
0.35%
Zevenbergen Capital Investments LLC
361,167US$73.3m1,830%0.26%
0.32%
Frontier Capital Management Co LLC
330,917US$67.2m119%0.1%
0.31%
Hodges Capital Management Inc
315,891US$64.1m-23.1%0.74%
0.3%
S Squared Technology, LLC
310,000US$62.9m14.8%4.86%
0.28%
Legal & General Investment Management Limited
286,460US$58.2m39.4%no data
0.27%
Morgan Stanley, Investment Banking and Brokerage Investments
279,118US$56.7m-8.45%no data
0.27%
Mitsubishi UFJ Trust and Banking Corporation, Asset Management Arm
271,529US$55.1m0%0.01%
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.