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5%+ stakes · Schedule 13D and 13G

Symbotic Inc.: 5%+ holders

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Who has reported owning 5% or more of Symbotic Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, 6 holders' latest Schedule 13D or 13G filings report owning 5% or more of Symbotic Inc. The largest reported stake is David A. Ladensohn's, at 58.2%. 10 filings are on record since August 8, 2025 (Schedule 13D/A, May 19, 2026).

SoftBank Group Corp. also filed stake reports on 3 other companies ↓

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Key facts

  • · Reporting person: Walmart Inc. · Sole voting: 76,350,823 · Shared voting: 0 · Sole dispositive: 76,350,823 · Shared dispositive: 0 · SCHEDULE 13D/A, 2026-08-07
  • · Holder: SoftBank Group Corp. · Percent: 31.3% · SCHEDULE 13D/A
  • · Holder: David A. Ladensohn · Percent: 58.2% · SCHEDULE 13D/A
  • · Holder: Ronald M. Wright · Percent: 7.9% · SCHEDULE 13D
  • · Holder: The Vanguard Group · Percent: 0% · SCHEDULE 13G/A
At 5% or more6
Filings10
Latest filing2026-08-07

Symbotic Inc. has 10 Schedule 13D or 13G filings on record since 2025-08-08. 6 holders' latest filing reports 5% or more of class a common stock, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
58.2%176,936,842SCHEDULE 13D/A, 2026-05-192026-05-15
Walmart Inc.39.9%76,350,823SCHEDULE 13D/A, 2026-08-072026-08-05
SoftBank Group Corp.31.3%39,825,312SCHEDULE 13D/A, 2026-05-292026-05-27
29%45,446,723SCHEDULE 13D/A, 2025-09-222025-09-19
Baillie Gifford & Co10.2%12,441,000SCHEDULE 13G/A, 2026-02-092025-12-31
7.9%10,857,484SCHEDULE 13D, 2026-05-192026-05-15
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13

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More on Symbotic Inc. and the records around it.

Symbotic Inc. elsewhere on the record

Companies that share a holder

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What the Full Report on Symbotic Inc. covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    11 cited sources found

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Walmart Inc.76,350,823076,350,8230SCHEDULE 13D/A, 2026-08-07

The latest filing identifies Symbotic Inc. by CUSIP 87151X101 and gives its principal executive office as 200 RESEARCH DRIVE, WILMINGTON, MA 01887 (SCHEDULE 13D/A, 2026-08-07).

Purpose of Transaction (Item 4)

David A. Ladensohn

Item 4 of Schedule 13D is hereby amended to include the following: On May 15, 2026, pursuant to the terms of The 2014 QSST F/B/O Perry Cohen (the "2014 QSST") and a letter of direction from the trustee of the 2014 QSST, the 2014 QSST distributed (a) 10,853,484 shares of V-3 Common Stock of Symbotic Inc. and 10,853,484 common units in Symbotic Holdings LLC ("OpCo" and such units, "OpCo Units") to The Goose Pond Trust and (b) 384,222 shares of Class V-1 Common Stock and 1,615,484 shares of V-3 Common Stock of Symbotic Inc. and 2,000,000 OpCo Units to the Diamond Trust (the "Distribution").Item 4 of the SCHEDULE 13D/A filed 2026-05-19

Ronald M. Wright

The Goose Pond Trust was formed for certain estate planning purposes for the benefit of the trust's beneficiaries. The settlor of The Goose Pond Trust does not retain any voting or dispositive power over shares held of record by The Goose Pond Trust. The Reporting Persons may engage in discussions from time to time with members of the Issuer's management and/or Board of Directors and/or with other shareholders of the Issuer and/or other third parties. Such discussions may include, without limitation, discussions with respect to the governance, board composition, management, operations, business, assets, capitalization, financial condition, strategic plans and future of the Issuer, as well as other matters related to the Issuer. These discussions may also include a review of options for enhancing shareholder value through, among other things, various strategic alternatives (including acquisitions and divestitures) or operational or management initiatives. The Reporting Persons intend to review their investment in the Issuer on a continuing basis and may take from time to time and at any time in the future, depending on various factors (including, without limitation, the outcome of any discussions referenced above), such actions as they deem appropriate in respect thereof, including proposing or considering, or changing their intention with respect to, one or more of the actions described above or otherwise referred to in subparagraphs (a)-(j), inclusive, of Item 4 of …The first part of Item 4 of the SCHEDULE 13D filed 2026-05-19; the filing has the rest

Timeline

FiledHolderPercentFiling
2025-08-08Baillie Gifford & Co12.3%SCHEDULE 13G
2025-09-22Richard B. Cohen29%SCHEDULE 13D/A
2025-12-08SoftBank Group Corp.37.7%SCHEDULE 13D/A
2026-01-30The Vanguard Group5.68%SCHEDULE 13G
2026-02-09Baillie Gifford & Co10.2%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-05-19David A. Ladensohn58.2%SCHEDULE 13D/A
2026-05-19Ronald M. Wright7.9%SCHEDULE 13D
2026-05-29SoftBank Group Corp.31.3%SCHEDULE 13D/A
2026-08-07Walmart Inc.39.9%SCHEDULE 13D/A

Questions about who owns Symbotic Inc.

Who owns Symbotic Inc.?

On this page, 6 holders' latest ownership filings report 5% or more of Symbotic Inc.: David A. Ladensohn (58.2%, Schedule 13D/A, filed 2026-05-19), Walmart Inc. (39.9%, Schedule 13D/A, filed 2026-08-07), SoftBank Group Corp. (31.3%, Schedule 13D/A, filed 2026-05-29), Richard B. Cohen (29%, Schedule 13D/A, filed 2025-09-22) and Baillie Gifford & Co (10.2%, Schedule 13G/A, filed 2026-02-09); 1 more is listed above.

Who are the largest shareholders of Symbotic Inc.?

By the share each holder's latest filing reports, the largest holders of Symbotic Inc. on this page are David A. Ladensohn (58.2%), Walmart Inc. (39.9%) and SoftBank Group Corp. (31.3%).

When did David A. Ladensohn buy into Symbotic Inc.?

The filings give report dates, not purchase dates. The earliest filing from David A. Ladensohn on this page is the Schedule 13D/A, filed 2026-05-19, reporting 58.2%. That earliest filing is itself an amendment, which updates an earlier report.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 10 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Also on the record for Symbotic Inc.

DateRecordFigureOur pageSource
August 5, 2026Leadership change: Stephen G. Pagliuca appointed—Leadership changesSource

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/symbotic
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Symbotic Inc.? 6 holders at 5% or more, largest David A. Ladensohn 58.2%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/symbotic