Feeds › Ownership stakes (13D / 13G)
Ownership stakes (13D / 13G)
Investors who own more than 5% of a company, from activists (13D) to passive holders (13G).
About this data
- What it is
- An investor who owns more than 5% of a public company must say so. Investors who may try to influence the company, such as activists, file the longer Schedule 13D; passive holders file the shorter Schedule 13G.
- Who files it
- The investor, within days of crossing 5%, and again whenever the stake changes materially.
- How current
- We collect new filings throughout the day on SEC business days.
- Worth knowing
- 13G filings are far more common than 13D. A 13D usually means the investor intends to push for changes, so it tends to get more attention.
All of this comes from public filings.
Source and freshness · Information, not investment advice (disclaimer).
Filings per day, last 30 days
13D (activist) 13G (passive)
Latest ownership filings
Showing: ticker SYM
| Filed | ScheduleBoth report a stake of more than 5%. A 13D is filed by investors who may try to influence the company, such as activists; a 13G by passive holders. | Company | Investor | Shares | % of shares | Filing |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | Walmart Inc. | 76.35M | 39.9% | SCHEDULE 13D/A ↗ |
| May 29, 2026 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | SVF II Strategic Investments AIV LLC | 17.83M | 14.0% | SCHEDULE 13D/A ↗ |
| May 29, 2026 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | SB Northstar LP | 2.00M | 1.6% | SCHEDULE 13D/A ↗ |
| May 29, 2026 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | Silver Brick Management PTE. LTD. | 2.00M | 1.6% | SCHEDULE 13D/A ↗ |
| May 29, 2026 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | SVF II SPAC Investment 3 (DE) LLC | 20.00M | 15.7% | SCHEDULE 13D/A ↗ |
| May 29, 2026 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | SVF II Holdings (DE) LLC | 20.00M | 15.7% | SCHEDULE 13D/A ↗ |
| May 29, 2026 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | SVF II Aggregator (Jersey) L.P. | 20.00M | 15.7% | SCHEDULE 13D/A ↗ |
| May 29, 2026 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | SoftBank Vision Fund II-2 L.P. | 20.00M | 15.7% | SCHEDULE 13D/A ↗ |
| May 29, 2026 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | SB Global Advisers Limited | 20.00M | 15.7% | SCHEDULE 13D/A ↗ |
| May 29, 2026 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | SVF Sponsor III (DE) LLC | 0 | 0.0% | SCHEDULE 13D/A ↗ |
| May 29, 2026 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | SB Investment Advisers (US) Inc. | 0 | 0.0% | SCHEDULE 13D/A ↗ |
| May 29, 2026 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | SoftBank Group Corp. | 39.83M | 31.3% | SCHEDULE 13D/A ↗ |
| May 19, 2026 | SCHEDULE 13D | SYM Symbotic Inc. | The Goose Pond Trust | 10.85M | 7.9% | SCHEDULE 13D ↗ |
| May 19, 2026 | SCHEDULE 13D | SYM Symbotic Inc. | Ronald M. Wright | 10.86M | 7.9% | SCHEDULE 13D ↗ |
| May 19, 2026 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | The 2014 QSST F/B/O Perry Cohen | 0 | 0.0% | SCHEDULE 13D/A ↗ |
| May 19, 2026 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | The Serenade QSST Trust | 10.99M | 8.0% | SCHEDULE 13D/A ↗ |
| May 19, 2026 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | The Tilia Mill Trust | 14.38M | — | SCHEDULE 13D/A ↗ |
| May 19, 2026 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | The RBC Millennium Trust | 151.56M | 54.4% | SCHEDULE 13D/A ↗ |
| May 19, 2026 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | David A. Ladensohn | 176.94M | 58.2% | SCHEDULE 13D/A ↗ |
| Mar 27, 2026 | SCHEDULE 13G/A (amended) | SYM Symbotic Inc. | The Vanguard Group | 0 | 0.0% | SCHEDULE 13G/A ↗ |
| Feb 9, 2026 | SCHEDULE 13G/A (amended) | SYM Symbotic Inc. | Baillie Gifford & Co | 12.44M | 10.2% | SCHEDULE 13G/A ↗ |
| Jan 30, 2026 | SCHEDULE 13G | SYM Symbotic Inc. | The Vanguard Group | 6.93M | 5.7% | SCHEDULE 13G ↗ |
| Dec 8, 2025 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | SVF II Strategic Investments AIV LLC | 17.83M | 14.8% | SCHEDULE 13D/A ↗ |
| Dec 8, 2025 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | SB Northstar LP | 2.00M | 1.7% | SCHEDULE 13D/A ↗ |
| Dec 8, 2025 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | Silver Brick Management PTE. LTD. | 2.00M | 1.7% | SCHEDULE 13D/A ↗ |
| Dec 8, 2025 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | SVF II SPAC Investment 3 (DE) LLC | 20.00M | 16.6% | SCHEDULE 13D/A ↗ |
| Dec 8, 2025 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | SVF II Holdings (DE) LLC | 20.00M | 16.6% | SCHEDULE 13D/A ↗ |
| Dec 8, 2025 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | SVF II Aggregator (Jersey) L.P. | 20.00M | 16.6% | SCHEDULE 13D/A ↗ |
| Dec 8, 2025 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | SoftBank Vision Fund II-2 L.P. | 20.00M | 16.6% | SCHEDULE 13D/A ↗ |
| Dec 8, 2025 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | SB Global Advisers Limited | 20.00M | 16.6% | SCHEDULE 13D/A ↗ |
| Dec 8, 2025 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | SVF Sponsor III (DE) LLC | 5.59M | 4.6% | SCHEDULE 13D/A ↗ |
| Dec 8, 2025 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | SB Investment Advisers (US) Inc. | 5.59M | 4.6% | SCHEDULE 13D/A ↗ |
| Dec 8, 2025 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | SoftBank Group Corp. | 45.42M | 37.7% | SCHEDULE 13D/A ↗ |
| Sep 22, 2025 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | Richard B. Cohen Revocable Trust | 1.68M | 1.5% | SCHEDULE 13D/A ↗ |
| Sep 22, 2025 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | RJJRP Holdings, Inc. | 43.77M | 28.2% | SCHEDULE 13D/A ↗ |
| Sep 22, 2025 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | Richard B. Cohen | 45.45M | 29.0% | SCHEDULE 13D/A ↗ |
| Aug 8, 2025 | SCHEDULE 13G | SYM Symbotic Inc. | Baillie Gifford & Co | 13.44M | 12.3% | SCHEDULE 13G ↗ |
| Jun 26, 2025 | SCHEDULE 13D | SYM Symbotic Inc. | The RBC Millennium GST Non-Exempt Trust | 165.65M | 60.3% | SCHEDULE 13D ↗ |
| Jun 16, 2025 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | Richard B. Cohen Revocable Trust | 1.68M | 1.5% | SCHEDULE 13D/A ↗ |
| Jun 16, 2025 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | RJJRP Holdings, Inc. | 43.77M | 28.6% | SCHEDULE 13D/A ↗ |
| Jun 16, 2025 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | The RBC 2021 4 Year GRAT | 0 | 0.0% | SCHEDULE 13D/A ↗ |
| Jun 16, 2025 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | Richard B. Cohen | 45.45M | 29.4% | SCHEDULE 13D/A ↗ |
| Jan 17, 2025 | SCHEDULE 13D/A (amended) | SYM Symbotic Inc. | Walmart Inc. | 76.35M | 45.4% | SCHEDULE 13D/A ↗ |
43 items, most recent first (up to 50). Every row links to its original filing. Updated Nov 15, 2026, 6:44 PM EST.
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