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 2 季 13F 持有人
Symbotic Inc. 在 2023/6/30 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
- 130
- 較 2023 年第 1 季 +51 家
- 持有股數
- 4,303 萬
- 較 2023 年第 1 季 +321.3 萬 (+8.1%)
- 總市值
- $18.4 億
- 較 2023 年第 1 季 +$9.33 億 (+102.6%)
- 新進機構
- 59
- 另有 39 家加碼
- 清倉機構
- 8
- 另有 23 家減碼
另有 1 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Clean Yield Group | 20 | $856 | 0.00% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 45 | $1,926 | 0.00% | +45 | 新進 |
| NVWM, LLC | 50 | $2,141 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 50 | $2,141 | 0.00% | +50 | 新進 |
| MCF Advisors LLC | 125 | $5,352 | 0.00% | −158−55.8% | 減碼 |
| Ulland Investment Advisors, LLC | 190 | $8,000 | 0.01% | +190 | 新進 |
| Retirement Group, LLC | 200 | $8,562 | 0.00% | +100+100.0% | 加碼 |
| Trust Co of Vermont | 200 | $8,562 | 0.00% | +200 | 新進 |
| Leonteq Securities AG | 200 | $8,562 | 0.00% | +200 | 新進 |
| Tucker Asset Management LLC | 220 | $9,418 | 0.00% | +220 | 新進 |
| Quarry LP | 223 | $9,547 | 0.01% | +223 | 新進 |
| Rhumbline Advisers | 294 | $1.26 萬 | 0.00% | +294 | 新進 |
| First Personal Financial Services | 310 | $1.33 萬 | 0.00% | 00.0% | 不變 |
| National Bank of Canada | 600 | $1.71 萬 | 0.00% | +250+71.4% | 加碼 |
| Citadel Advisors LLC | 435 | $1.86 萬 | 0.00% | +435 | 新進 |
| Arcadia Investment Management Corp | 481 | $2.06 萬 | 0.00% | −2,042−80.9% | 減碼 |
| TFC Financial Management | 562 | $2.41 萬 | 0.01% | +180+47.1% | 加碼 |
| Deutsche Bank AG | 901 | $3.86 萬 | 0.00% | +901 | 新進 |
| RFP Financial Group LLC | 954 | $4.08 萬 | 0.02% | +301+46.1% | 加碼 |
| West Branch Capital LLC | 1,000 | $4.28 萬 | 0.02% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,232 | $5.27 萬 | 0.00% | +232+23.2% | 加碼 |
| Advisors Asset Management, Inc. | 1,373 | $5.88 萬 | 0.00% | +604+78.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,781 | $7.62 萬 | 0.00% | +420+30.9% | 加碼 |
| US Bancorp | 2,428 | $10.4 萬 | 0.00% | +404+20.0% | 加碼 |
| Barclays PLC | 2,710 | $11.6 萬 | 0.00% | +2,706+67,650.0% | 加碼 |
| Toronto Dominion Bank | 3,000 | $12.8 萬 | 0.00% | 00.0% | 不變 |
| Register Financial Advisors LLC | 3,000 | $12.8 萬 | 0.09% | −23,250−88.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,526 | $15.1 萬 | 0.01% | +3,275+1,304.8% | 加碼 |
| SG Americas Securities, LLC | 3,884 | $16.6 萬 | 0.00% | +3,884 | 新進 |
| Natixis | 4,500 | $19.0 萬 | 0.00% | +4,500 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,475 | $19.2 萬 | 0.00% | +4,475 | 新進 |
| Armstrong Advisory Group, Inc | 4,647 | $19.9 萬 | 0.02% | −1,125−19.5% | 減碼 |
| Group One Trading, L.P. | 4,781 | $20.5 萬 | 0.01% | −2,751−36.5% | 減碼 |
| Segall Bryant & Hamill, LLC | 5,000 | $21.4 萬 | 0.00% | +5,000 | 新進 |
| Willis Johnson & Associates, Inc. | 5,000 | $21.4 萬 | 0.02% | +5,000 | 新進 |
| Thompson Davis & Co., Inc. | 5,050 | $21.6 萬 | 0.24% | +5,050 | 新進 |
| Wolverine Trading, LLC | 5,306 | $22.0 萬 | 0.00% | +5,306 | 新進 |
| Stonegate Investment Group, LLC | 5,200 | $22.3 萬 | 0.01% | +5,200 | 新進 |
| Levin Capital Strategies, L.P. | 5,500 | $23.5 萬 | 0.03% | +5,500 | 新進 |
| Cim, LLC | 5,500 | $23.5 萬 | 0.04% | +5,500 | 新進 |
| Goldman Sachs Group Inc | 5,746 | $24.6 萬 | 0.00% | −16,085−73.7% | 減碼 |
| Pathstone Family Office, LLC | 6,000 | $25.7 萬 | 0.00% | +6,000 | 新進 |
| Charles Schwab Investment Management Inc | 6,367 | $27.3 萬 | 0.00% | +6,367 | 新進 |
| Two Sigma Investments, LP | 7,400 | $31.7 萬 | 0.00% | +7,400 | 新進 |
| Captrust Financial Advisors | 7,406 | $31.7 萬 | 0.00% | +7,406 | 新進 |
| Virtu Financial LLC | 7,438 | $31.8 萬 | 0.02% | +7,438 | 新進 |
| Avantax Advisory Services, Inc. | 7,517 | $32.2 萬 | 0.00% | +7,517 | 新進 |
| Spouting Rock Asset Management, LLC | 7,616 | $32.6 萬 | 0.12% | +7,616 | 新進 |
| Janus Henderson Group PLC | 8,176 | $35.0 萬 | 0.00% | +8,176 | 新進 |
| MML Investors Services, LLC | 8,552 | $36.6 萬 | 0.00% | +8,552 | 新進 |
| Royce & Associates LP | 9,500 | $40.7 萬 | 0.00% | −32,000−77.1% | 減碼 |
| Commonwealth Equity Services, LLC | 9,523 | $40.8 萬 | 0.00% | +9,523 | 新進 |
| JPMorgan Chase & Co | 9,807 | $42.0 萬 | 0.00% | +8,295+548.6% | 加碼 |
| HighTower Advisors, LLC | 10,013 | $42.8 萬 | 0.00% | +95+1.0% | 加碼 |
| Creative Planning | 10,500 | $45.0 萬 | 0.00% | +10,500 | 新進 |
| Amundi | 10,448 | $45.5 萬 | 0.00% | +10,448 | 新進 |
| CoreCap Advisors, LLC | 10,850 | $46.4 萬 | 0.03% | +10,850 | 新進 |
| Dark Forest Capital Management LP | 11,991 | $51.3 萬 | 0.05% | +11,991 | 新進 |
| Hodges Capital Management Inc. | 0 | $52.2 萬 | 0.03% | 0 | 新進 |
| Dimensional Fund Advisors LP | 12,863 | $55.1 萬 | 0.00% | +12,863 | 新進 |
| California State Teachers Retirement System | 13,242 | $56.7 萬 | 0.00% | +205+1.6% | 加碼 |
| Sculptor Capital LP | 14,100 | $60.4 萬 | 0.02% | +14,100 | 新進 |
| Quent Capital, LLC | 14,300 | $61.2 萬 | 0.10% | −1,200−7.7% | 減碼 |
| Credit Suisse AG | 14,537 | $62.2 萬 | 0.00% | +3,583+32.7% | 加碼 |
| State of Wisconsin Investment Board | 14,589 | $62.5 萬 | 0.00% | +14,589 | 新進 |
| Citigroup Inc | 14,997 | $64.2 萬 | 0.00% | +10,264+216.9% | 加碼 |
| LPL Financial LLC | 15,053 | $64.4 萬 | 0.00% | +4,976+49.4% | 加碼 |
| D. E. Shaw & Co., Inc. | 16,589 | $71.0 萬 | 0.00% | +16,589 | 新進 |
| Hunter Associates Investment Management LLC | 18,076 | $77.4 萬 | 0.15% | +18,076 | 新進 |
| Cetera Advisor Networks LLC | 19,040 | $81.5 萬 | 0.01% | +19,040 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20,316 | $87.0 萬 | 0.00% | +20,316 | 新進 |
| AlphaCentric Advisors LLC | 25,000 | $107.0 萬 | 0.59% | +25,000 | 新進 |
| Dakota Wealth Management | 26,182 | $112.1 萬 | 0.05% | +26,182 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 27,313 | $116.9 萬 | 0.00% | +27,313 | 新進 |
| Jump Financial, LLC | 27,800 | $119.0 萬 | 0.04% | +27,800 | 新進 |
| Blair William & Co | 28,030 | $120.0 萬 | 0.00% | −290−1.0% | 減碼 |
| Legato Capital Management LLC | 30,403 | $130.2 萬 | 0.18% | −9,036−22.9% | 減碼 |
| Wells Fargo & Company | 30,602 | $131.0 萬 | 0.00% | +10,825+54.7% | 加碼 |
| Baird Financial Group, Inc. | 31,625 | $135.4 萬 | 0.00% | +31,625 | 新進 |
| Swiss National Bank | 32,800 | $140.4 萬 | 0.00% | +800+2.5% | 加碼 |
| Raymond James Trust N.A. | 33,200 | $142.1 萬 | 0.04% | +13,700+70.3% | 加碼 |
| Essex Investment Management Co LLC | 34,001 | $145.6 萬 | 0.20% | +23,601+226.9% | 加碼 |
| Morgan Stanley | 36,153 | $154.8 萬 | 0.00% | +18,143+100.7% | 加碼 |
| 1492 Capital Management LLC | 36,426 | $155.9 萬 | 0.91% | −32,344−47.0% | 減碼 |
| New York State Common Retirement Fund | 36,988 | $158.3 萬 | 0.00% | −10,909−22.8% | 減碼 |
| Northern Trust Corp | 37,004 | $158.4 萬 | 0.00% | +5,935+19.1% | 加碼 |
| Stephens Inc | 38,841 | $166.3 萬 | 0.03% | +38,841 | 新進 |
| Calamos Advisors LLC | 43,230 | $185.1 萬 | 0.01% | +4,322+11.1% | 加碼 |
| Susquehanna International Group, LLP | 43,473 | $186.1 萬 | 0.00% | +19,275+79.7% | 加碼 |
| Advisor Group Holdings, Inc. | 46,713 | $200.0 萬 | 0.00% | +42,393+981.3% | 加碼 |
| Penserra Capital Management LLC | 48,837 | $209.0 萬 | 0.04% | +48,837 | 新進 |
| Bank of New York Mellon Corp | 52,425 | $224.4 萬 | 0.00% | +29,500+128.7% | 加碼 |
| Squarepoint Ops LLC | 54,115 | $231.7 萬 | 0.01% | +54,115 | 新進 |
| Tanaka Capital Management Inc | 56,830 | $243.3 萬 | 6.58% | −13,170−18.8% | 減碼 |
| Bourne Lent Asset Management Inc | 57,210 | $244.9 萬 | 0.85% | 00.0% | 不變 |
| Taylor Frigon Capital Management LLC | 63,240 | $270.7 萬 | 1.32% | +63,240 | 新進 |
| Russell Investments Group, Ltd. | 65,220 | $279.2 萬 | 0.01% | −3,908−5.7% | 減碼 |
| Royal Bank of Canada | 66,243 | $283.5 萬 | 0.00% | +43,776+194.8% | 加碼 |
| Jane Street Group, LLC | 69,009 | $295.4 萬 | 0.00% | +12,496+22.1% | 加碼 |
| Hussman Strategic Advisors, Inc. | 78,000 | $333.9 萬 | 0.61% | +78,000 | 新進 |