STOCK TITAN

Vanguard Group (SYM) discloses 5.68% passive ownership stake in Symbotic Inc

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

The Vanguard Group filed a Schedule 13G reporting a passive ownership stake in Symbotic Inc6,932,158 shares of Symbotic common stock, representing 5.68% of the class as of the event date.

Vanguard shows shared voting power over 405,312 shares and shared dispositive power over all 6,932,158 shares, with no sole voting or dispositive power. The firm states the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Symbotic.

The filing notes an internal realignment effective January 12, 2026, after which certain Vanguard subsidiaries or business divisions are expected to report beneficial ownership separately while pursuing the same investment strategies as before.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G




Comment for Type of Reporting Person: On January 12, 2026, The Vanguard Group, Inc. went through an internal realignment. As of that date, The Vanguard Group, Inc. no longer performs portfolio management services or administers proxy voting. In accordance with SEC Release No. 34-39538 (January 12, 1998), The Vanguard Group, Inc. anticipates that certain subsidiaries or business divisions of subsidiaries of The Vanguard Group, Inc., that currently have, or are deemed to have, beneficial ownership with The Vanguard Group, Inc., will report beneficial ownership separately (on a disaggregated basis) from The Vanguard Group, Inc. in reliance on such release. These subsidiaries and/or business divisions pursue the same investment strategies as previously pursued by The Vanguard Group, Inc. prior to the realignment.


SCHEDULE 13G



The Vanguard Group
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:01/30/2026

FAQ

What ownership stake does The Vanguard Group report in Symbotic Inc (SYM)?

The Vanguard Group reports beneficial ownership of 6,932,158 Symbotic common shares, representing 5.68% of the class. This makes Vanguard a significant institutional holder while remaining below typical control thresholds for public companies under U.S. securities regulations.

How much voting and dispositive power does Vanguard have over Symbotic (SYM) shares?

Vanguard reports shared voting power over 405,312 Symbotic shares and shared dispositive power over 6,932,158 shares, with no sole voting or dispositive authority. This indicates voting and investment decisions are exercised collectively, typically on behalf of underlying clients.

Is Vanguard’s Symbotic (SYM) stake intended to influence control of the company?

Vanguard certifies the Symbotic shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. The filing also states the holdings are not part of any control-related transaction or activist campaign.

Who ultimately benefits from Vanguard’s Symbotic (SYM) shareholdings?

The filing explains that Vanguard’s clients, including registered investment companies and other managed accounts, have the right to receive dividends and sale proceeds. No single other person’s interest in the reported Symbotic securities exceeds 5% of the class.

What internal changes at The Vanguard Group are mentioned in the Symbotic (SYM) filing?

Vanguard notes that on January 12, 2026, it underwent an internal realignment and no longer performs portfolio management or proxy voting. Certain subsidiaries or business divisions are expected to report beneficial ownership separately while continuing the same investment strategies.

What type of SEC filing is this Symbotic (SYM) ownership report from Vanguard?

This is a Schedule 13G, which is used for passive ownership positions above 5% of a class of registered equity securities. It indicates a large stake but without an intent to influence or change control of Symbotic Inc.
SYMBOTIC INC

NASDAQ:SYM

SYM Rankings

SYM Latest News

SYM Latest SEC Filings

SYM Stock Data

6.39B
104.58M
15.7%
80.36%
12.22%
Specialty Industrial Machinery
General Industrial Machinery & Equipment, Nec
Link
United States
WILMINGTON