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[SCHEDULE 13G] Symbotic Inc. SEC Filing

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

Rhea-AI Filing Summary

Filing: Schedule 13G dated 08/08/2025 reporting Baillie Gifford & Co beneficial ownership of Symbotic Inc. (CUSIP 87151X101).

Holdings: Baillie Gifford reports beneficial ownership of 13,440,113 ordinary shares, representing 12.32% of the class. The filer reports sole voting power over 6,141,035 shares and sole dispositive power over 13,440,113 shares; shared voting and dispositive powers are 0.

Classification & purpose: Filer is classified as an Investment Adviser (IA); securities are held on behalf of investment advisory clients and the filer certifies the holdings were acquired and are held in the ordinary course of business and not to change or influence control. The filing is signed by Grant Meikle, Manager on 08/08/2025.

Positive

  • Material stake disclosed: Beneficial ownership of 13,440,113 shares representing 12.32% of Symbotic, a clearly reportable position above 5%.
  • Clear voting/dispositive metrics: Filing details sole voting power (6,141,035) and sole dispositive power (13,440,113), enabling precise ownership analysis.
  • Investment adviser classification: Baillie Gifford is identified as an IA and states holdings are on behalf of advisory clients, clarifying client-managed custody.

Negative

  • None.

Insights

TL;DR: Baillie Gifford holds a material 12.32% stake (13.44M shares) in Symbotic, with meaningful sole dispositive power.

Baillie Gifford's reported 13,440,113 shares (12.32%) constitutes a sizeable equity position that could be relevant for holder composition and liquidity analysis. The filer states sole dispositive power over the full stake and sole voting power over 6,141,035 shares, indicating discretionary control over dispositions while voting authority is partial. The filing classifies the filer as an Investment Adviser and affirms passive intent in the certification.

TL;DR: Schedule 13G signals a large institutional stake held passively by an investment adviser; no disclosed intent to seek control.

The document documents a >5% institutional stake filed under Schedule 13G with explicit certification that holdings are not for the purpose of changing control. The split between sole voting power (6,141,035) and sole dispositive power (13,440,113) is noteworthy for proxy and engagement considerations. The filing and signature by a named manager provide standard regulatory disclosure for investor monitoring and governance stakeholders.






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





SCHEDULE 13G



BAILLIE GIFFORD & CO
Signature:Grant Meikle
Name/Title:Manager
Date:08/08/2025

FAQ

How many Symbotic (SYM) shares does Baillie Gifford report owning?

Baillie Gifford reports beneficial ownership of 13,440,113 ordinary shares of Symbotic.

What percentage of Symbotic does Baillie Gifford's holding represent?

The filing reports the position represents 12.32% of the class.

What voting and dispositive powers does Baillie Gifford hold for SYM shares?

The filer reports sole voting power for 6,141,035 shares and sole dispositive power for 13,440,113 shares; shared powers are 0.

When was the Schedule 13G filed and who signed it?

The report is dated and signed on 08/08/2025 by Grant Meikle, Manager.

How is Baillie Gifford classified in the filing?

Baillie Gifford & Co is classified as an Investment Adviser (IA) and states holdings are on behalf of advisory clients.

Does the filing state intent to influence control of Symbotic?

The certification states the securities were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of changing or influencing control of the issuer.
SYMBOTIC INC

NASDAQ:SYM

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8.78B
96.19M
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12.22%
Specialty Industrial Machinery
General Industrial Machinery & Equipment, Nec
Link
United States
WILMINGTON