Symbotic Inc.
SYM- 交易所
- Nasdaq
- 產業
- General Industrial Machinery & Equipment, NEC
- SEC CIK
- 0001837240
近 90 天，Symbotic Inc. 內部人申報 0 筆公開市場買進、13 筆賣出；2026 年第 2 季末有 419 家機構在 13F 申報持有，市值合計 $52.1 億；大師中只有方舟投資持有。
2023 年第 1 季 13F 持有人
Symbotic Inc. 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 80
- 較 2022 年第 4 季 +31 家
- 持有股數
- 3,982 萬
- 較 2022 年第 4 季 +2,498 萬 (+168.2%)
- 總市值
- $9.10 億
- 較 2022 年第 4 季 +$7.32 億 (+413.1%)
- 新進機構
- 36
- 另有 22 家加碼
- 清倉機構
- 5
- 另有 11 家減碼
另有 1 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SYM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 419 | $52.1 億 |
| 2026 年第 1 季 | 413 | $60.1 億 |
| 2025 年第 4 季 | 403 | $67.6 億 |
| 2025 年第 3 季 | 335 | $56.6 億 |
| 2025 年第 2 季 | 280 | $40.0 億 |
| 2025 年第 1 季 | 222 | $20.9 億 |
| 2024 年第 4 季 | 222 | $24.3 億 |
| 2024 年第 3 季 | 214 | $21.6 億 |
| 2024 年第 2 季 | 240 | $29.0 億 |
| 2024 年第 1 季 | 235 | $34.1 億 |
| 2023 年第 4 季 | 198 | $33.5 億 |
| 2023 年第 3 季 | 152 | $20.5 億 |
| 2023 年第 2 季 | 130 | $18.4 億 |
| 2023 年第 1 季 | 80 | $9.10 億 |
| 2022 年第 4 季 | 50 | $4.16 億 |
| 2022 年第 3 季 | 38 | $2.88 億 |
| 2022 年第 2 季 | 17 | $2.73 億 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2023 年第 1 季持有機構
每家機構持有 Symbotic Inc. 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Softbank Group Corp | 22,000,000 | $5.02 億 | 6.47% | +20,000,000+1,000.0% | 加碼 |
| SVF Sponsor III (DE) LLC | 9,090,000 | $2.08 億 | 100.00% | 00.0% | 不變 |
| Vanguard Group Inc | 1,303,936 | $2,978 萬 | 0.00% | +1,167,773+857.6% | 加碼 |
| Frontier Capital Management Co LLC | 1,041,144 | $2,378 萬 | 0.25% | +696,727+202.3% | 加碼 |
| Navis Wealth Advisors, LLC | 913,554 | $2,087 萬 | 22.89% | +158,856+21.0% | 加碼 |
| Exchange Traded Concepts, LLC | 609,414 | $1,392 萬 | 0.38% | +609,414 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 570,229 | $1,302 萬 | 0.03% | +570,229 | 新進 |
| BlackRock Inc. | 508,933 | $1,162 萬 | 0.00% | +178,589+54.1% | 加碼 |
| Legal & General Group Plc | 430,713 | $983.7 萬 | 0.00% | +430,713 | 新進 |
| Nicholas Investment Partners, LP | 405,569 | $926.3 萬 | 0.70% | −80,787−16.6% | 減碼 |
| FMR LLC | 383,593 | $876.1 萬 | 0.00% | +338,975+759.7% | 加碼 |
| Raymond James & Associates | 347,535 | $793.8 萬 | 0.01% | +168,899+94.5% | 加碼 |
| First Trust Advisors LP | 286,234 | $653.8 萬 | 0.01% | +286,234 | 新進 |
| Next Century Growth Investors LLC | 217,063 | $495.8 萬 | 0.55% | +217,063 | 新進 |
| Geode Capital Management, LLC | 196,631 | $449.1 萬 | 0.00% | +55,141+39.0% | 加碼 |
| Advisory Research Inc | 156,767 | $358.1 萬 | 0.59% | +156,767 | 新進 |
| S Squared Technology, LLC | 130,000 | $296.9 萬 | 1.76% | +130,000 | 新進 |
| Invesco Ltd. | 109,867 | $250.9 萬 | 0.00% | +109,867 | 新進 |
| Victory Capital Management Inc | 72,675 | $166.0 萬 | 0.00% | +72,675 | 新進 |
| Tanaka Capital Management Inc | 70,000 | $159.9 萬 | 4.64% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 69,128 | $157.9 萬 | 0.00% | +69,128 | 新進 |
| 1492 Capital Management LLC | 68,770 | $157.1 萬 | 0.97% | −260.0% | 減碼 |
| Bourne Lent Asset Management Inc | 57,210 | $130.7 萬 | 0.49% | +38,000+197.8% | 加碼 |
| Jane Street Group, LLC | 56,513 | $129.1 萬 | 0.00% | +56,513 | 新進 |
| State Street Corp | 50,600 | $115.6 萬 | 0.00% | +14,900+41.7% | 加碼 |
| New York State Common Retirement Fund | 47,897 | $109.4 萬 | 0.00% | −9,206−16.1% | 減碼 |
| Royce & Associates LP | 41,500 | $94.8 萬 | 0.01% | −23,000−35.7% | 減碼 |
| Legato Capital Management LLC | 39,439 | $90.1 萬 | 0.16% | −7,811−16.5% | 減碼 |
| Calamos Advisors LLC | 38,908 | $88.9 萬 | 0.00% | +38,908 | 新進 |
| Skylands Capital, LLC | 32,000 | $73.1 萬 | 0.11% | +32,000 | 新進 |
| Swiss National Bank | 32,000 | $73.1 萬 | 0.00% | +32,000 | 新進 |
| Northern Trust Corp | 31,069 | $71.0 萬 | 0.00% | +15,102+94.6% | 加碼 |
| UBS Group AG | 31,039 | $70.9 萬 | 0.00% | −5,193−14.3% | 減碼 |
| Blair William & Co | 28,320 | $64.7 萬 | 0.00% | +28,320 | 新進 |
| Register Financial Advisors LLC | 26,250 | $60.0 萬 | 0.47% | −11,800−31.0% | 減碼 |
| Susquehanna International Group, LLP | 24,198 | $55.3 萬 | 0.00% | −11,183−31.6% | 減碼 |
| Bank of New York Mellon Corp | 22,925 | $52.4 萬 | 0.00% | −6,365−21.7% | 減碼 |
| Royal Bank of Canada | 22,467 | $51.3 萬 | 0.00% | +21,949+4,237.3% | 加碼 |
| Goldman Sachs Group Inc | 21,831 | $49.9 萬 | 0.00% | +21,831 | 新進 |
| Wells Fargo & Company | 19,777 | $45.2 萬 | 0.00% | +859+4.5% | 加碼 |
| Raymond James Trust N.A. | 19,500 | $44.5 萬 | 0.01% | +8,000+69.6% | 加碼 |
| Morgan Stanley | 18,010 | $41.1 萬 | 0.00% | +13,613+309.6% | 加碼 |
| Millennium Management LLC | 15,941 | $36.4 萬 | 0.00% | −24,244−60.3% | 減碼 |
| Quent Capital, LLC | 15,500 | $34.4 萬 | 0.06% | +15,500 | 新進 |
| Occudo Quantitative Strategies LP | 13,397 | $30.6 萬 | 0.03% | +13,397 | 新進 |
| California State Teachers Retirement System | 13,037 | $29.8 萬 | 0.00% | +13,037 | 新進 |
| Credit Suisse AG | 10,954 | $25.0 萬 | 0.00% | +10,954 | 新進 |
| Essex Investment Management Co LLC | 10,400 | $23.8 萬 | 0.03% | 00.0% | 不變 |
| LPL Financial LLC | 10,077 | $23.0 萬 | 0.00% | +10,077 | 新進 |
| HTG Investment Advisors, Inc. | 10,000 | $22.8 萬 | 0.21% | 00.0% | 不變 |
| HighTower Advisors, LLC | 9,918 | $22.6 萬 | 0.00% | +9,918 | 新進 |
| Crossmark Global Holdings, Inc. | 9,902 | $22.6 萬 | 0.01% | +9,902 | 新進 |
| Simplex Trading, LLC | 9,690 | $22.1 萬 | 0.01% | +5,666+140.8% | 加碼 |
| Renaissance Technologies LLC | 8,900 | $20.3 萬 | 0.00% | +8,900 | 新進 |
| Group One Trading, L.P. | 7,532 | $17.2 萬 | 0.01% | −5,397−41.7% | 減碼 |
| Armstrong Advisory Group, Inc | 5,772 | $13.2 萬 | 0.02% | +100+1.8% | 加碼 |
| Citigroup Inc | 4,733 | $10.8 萬 | 0.00% | +4,733 | 新進 |
| Advisor Group Holdings, Inc. | 4,320 | $9.87 萬 | 0.00% | +21+0.5% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 3,806 | $8.70 萬 | 0.03% | +3,806 | 新進 |
| Toronto Dominion Bank | 3,000 | $6.90 萬 | 0.00% | 00.0% | 不變 |
| Arcadia Investment Management Corp | 2,523 | $5.76 萬 | 0.01% | +2,523 | 新進 |
| US Bancorp | 2,024 | $4.62 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 1,512 | $3.50 萬 | 0.00% | +1,412+1,412.0% | 加碼 |
| Bank of America Corp | 1,464 | $3.34 萬 | 0.00% | +77+5.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,361 | $3.11 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,000 | $2.28 萬 | 0.00% | 00.0% | 不變 |
| West Branch Capital LLC | 1,000 | $2.28 萬 | 0.01% | +1,000 | 新進 |
| Advisors Asset Management, Inc. | 769 | $1.76 萬 | 0.00% | +427+124.9% | 加碼 |
| RFP Financial Group LLC | 653 | $1.49 萬 | 0.02% | +653 | 新進 |
| TFC Financial Management | 382 | $8,725 | 0.00% | +382 | 新進 |
| National Bank of Canada | 350 | $7,992 | 0.00% | +250+250.0% | 加碼 |
| First Personal Financial Services | 310 | $7,081 | 0.00% | +310 | 新進 |
| MCF Advisors LLC | 283 | $6,464 | 0.00% | +283 | 新進 |
| Tower Research Capital LLC (TRC) | 251 | $6,000 | 0.00% | +251 | 新進 |
| Ameritas Advisory Services, LLC | 200 | $4,568 | 0.00% | +200 | 新進 |
| Belpointe Asset Management LLC | 167 | $3,814 | 0.00% | +167 | 新進 |
| Retirement Group, LLC | 100 | $2,000 | 0.00% | +100 | 新進 |
| NVWM, LLC | 50 | $1,142 | 0.00% | 00.0% | 不變 |
| Clean Yield Group | 20 | $457 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 4 | $91 | 0.00% | 00.0% | 不變 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −650,000−100.0% | 清倉 |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −36,000−100.0% | 清倉 |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −3,050−100.0% | 清倉 |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −2,500−100.0% | 清倉 |
| GWM Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | 清倉 |
| SB Global Advisers Ltd | – | – | – | – | 本季未申報 |