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 3 季 13F 持有人
Symbotic Inc. 在 2023/9/30 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
- 152
- 較 2023 年第 2 季 +22 家
- 持有股數
- 6,142 萬
- 較 2023 年第 2 季 +1,838 萬 (+42.7%)
- 總市值
- $20.5 億
- 較 2023 年第 2 季 +$2.11 億 (+11.4%)
- 新進機構
- 45
- 另有 59 家加碼
- 清倉機構
- 23
- 另有 31 家減碼
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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Antonetti Capital Management LLC | 15 | $502 | 0.00% | +15 | 新進 |
| Headlands Technologies LLC | 16 | $535 | 0.00% | +16 | 新進 |
| Global Financial Private Client, LLC | 20 | $690 | 0.00% | +20 | 新進 |
| Clean Yield Group | 20 | $837 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 50 | $1,672 | 0.00% | 00.0% | 不變 |
| NVWM, LLC | 50 | $1,672 | 0.00% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 59 | $1,972 | 0.00% | +14+31.1% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 145 | $4,847 | 0.00% | +145 | 新進 |
| Crewe Advisors LLC | 150 | $5,015 | 0.00% | +150 | 新進 |
| Castleview Partners, LLC | 150 | $5,015 | 0.00% | +150 | 新進 |
| Trust Co of Vermont | 200 | $6,686 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 200 | $6,686 | 0.00% | 00.0% | 不變 |
| Retirement Group, LLC | 200 | $6,686 | 0.00% | 00.0% | 不變 |
| Rhumbline Advisers | 294 | $9,828 | 0.00% | 00.0% | 不變 |
| Natixis | 300 | $1.02 萬 | 0.00% | −4,200−93.3% | 減碼 |
| First Personal Financial Services | 310 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| Ulland Investment Advisors, LLC | 590 | $2.00 萬 | 0.02% | +400+210.5% | 加碼 |
| TFC Financial Management | 622 | $2.08 萬 | 0.00% | +60+10.7% | 加碼 |
| NBC Securities, Inc. | 638 | $2.10 萬 | 0.00% | +638 | 新進 |
| Farther Finance Advisors, LLC | 711 | $2.38 萬 | 0.00% | +711 | 新進 |
| Federation des caisses Desjardins du Quebec | 925 | $3.09 萬 | 0.00% | +925 | 新進 |
| RFP Financial Group LLC | 954 | $3.19 萬 | 0.01% | 00.0% | 不變 |
| Providence Capital Advisors, LLC | 1,000 | $3.34 萬 | 0.01% | +1,000 | 新進 |
| National Bank of Canada | 1,000 | $3.45 萬 | 0.00% | +400+66.7% | 加碼 |
| Carolinas Wealth Consulting LLC | 1,207 | $4.11 萬 | 0.01% | +1,207 | 新進 |
| Comerica Bank | 1,350 | $4.51 萬 | 0.00% | +1,350 | 新進 |
| Point72 Asset Management, L.P. | 1,423 | $4.76 萬 | 0.00% | +1,423 | 新進 |
| Householder Group Estate & Retirement Specialist, LLC | 1,953 | $6.53 萬 | 0.02% | +1,953 | 新進 |
| Advisors Asset Management, Inc. | 2,232 | $7.46 萬 | 0.00% | +859+62.6% | 加碼 |
| Armstrong Advisory Group, Inc | 2,422 | $8.10 萬 | 0.01% | −2,225−47.9% | 減碼 |
| US Bancorp | 2,496 | $8.34 萬 | 0.00% | +68+2.8% | 加碼 |
| BluePath Capital Management, LLC | 2,800 | $9.36 萬 | 0.09% | +2,800 | 新進 |
| Toronto Dominion Bank | 3,000 | $10.0 萬 | 0.00% | 00.0% | 不變 |
| Ossiam | 3,133 | $10.5 萬 | 0.00% | +3,133 | 新進 |
| Belvedere Trading LLC | 3,642 | $12.2 萬 | 0.02% | +3,642 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,475 | $15.0 萬 | 0.00% | 00.0% | 不變 |
| Next Century Growth Investors LLC | 5,267 | $17.6 萬 | 0.02% | −97,112−94.9% | 減碼 |
| Register Financial Advisors LLC | 5,370 | $18.0 萬 | 0.13% | +2,370+79.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 5,724 | $19.1 萬 | 0.00% | +3,943+221.4% | 加碼 |
| Pathstone Family Office, LLC | 6,000 | $20.1 萬 | 0.00% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 6,100 | $20.4 萬 | 0.00% | +6,100 | 新進 |
| MML Investors Services, LLC | 6,175 | $20.6 萬 | 0.00% | −2,377−27.8% | 減碼 |
| Elite Wealth Management, Inc. | 6,286 | $21.0 萬 | 0.07% | +6,286 | 新進 |
| Avantax Advisory Services, Inc. | 6,617 | $22.1 萬 | 0.00% | −900−12.0% | 減碼 |
| Cetera Advisor Networks LLC | 7,200 | $24.1 萬 | 0.00% | −11,840−62.2% | 減碼 |
| Verition Fund Management LLC | 7,237 | $24.2 萬 | 0.00% | +7,237 | 新進 |
| Schroder Investment Management Group | 7,369 | $24.6 萬 | 0.00% | +7,369 | 新進 |
| Spouting Rock Asset Management, LLC | 7,531 | $25.2 萬 | 0.08% | −85−1.1% | 減碼 |
| UBS Asset Management Americas Inc | 7,600 | $25.4 萬 | 0.00% | +7,600 | 新進 |
| Tower Research Capital LLC (TRC) | 7,902 | $26.4 萬 | 0.01% | +4,376+124.1% | 加碼 |
| Barclays PLC | 8,008 | $26.8 萬 | 0.00% | +5,298+195.5% | 加碼 |
| CoreCap Advisors, LLC | 8,010 | $26.8 萬 | 0.02% | −2,840−26.2% | 減碼 |
| Janus Henderson Group PLC | 8,208 | $27.5 萬 | 0.00% | +32+0.4% | 加碼 |
| Granahan Investment Management Inc | 9,011 | $30.1 萬 | 0.01% | +9,011 | 新進 |
| JPMorgan Chase & Co | 9,366 | $31.3 萬 | 0.00% | −441−4.5% | 減碼 |
| HighTower Advisors, LLC | 9,460 | $31.6 萬 | 0.00% | −553−5.5% | 減碼 |
| Royce & Associates LP | 9,500 | $31.8 萬 | 0.00% | 00.0% | 不變 |
| AQR Capital Management LLC | 9,625 | $32.2 萬 | 0.00% | +9,625 | 新進 |
| Omers Administration Corp | 9,800 | $32.8 萬 | 0.00% | +9,800 | 新進 |
| Pinnacle Associates Ltd | 10,225 | $34.2 萬 | 0.01% | +10,225 | 新進 |
| Wolverine Trading, LLC | 10,469 | $35.0 萬 | 0.00% | +5,163+97.3% | 加碼 |
| Gsa Capital Partners LLP | 10,500 | $35.1 萬 | 0.03% | +10,500 | 新進 |
| Natixis Advisors, L.P. | 10,527 | $35.2 萬 | 0.00% | +10,527 | 新進 |
| The PNC Financial Services Group, Inc. | 10,832 | $36.2 萬 | 0.00% | +9,600+779.2% | 加碼 |
| Squarepoint Ops LLC | 11,225 | $37.5 萬 | 0.00% | −42,890−79.3% | 減碼 |
| Citigroup Inc | 11,916 | $39.8 萬 | 0.00% | −3,081−20.5% | 減碼 |
| California State Teachers Retirement System | 13,641 | $45.6 萬 | 0.00% | +399+3.0% | 加碼 |
| Capital Fund Management S.A. | 13,900 | $46.5 萬 | 0.01% | +13,900 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 14,022 | $46.9 萬 | 0.00% | +14,022 | 新進 |
| State of Wisconsin Investment Board | 14,200 | $47.5 萬 | 0.00% | −389−2.7% | 減碼 |
| Quent Capital, LLC | 14,300 | $47.8 萬 | 0.07% | 00.0% | 不變 |
| Credit Suisse AG | 14,626 | $48.9 萬 | 0.00% | +89+0.6% | 加碼 |
| New World Advisors LLC | 15,000 | $50.1 萬 | 0.17% | +15,000 | 新進 |
| Lattice Capital Management, LLC | 15,500 | $51.8 萬 | 0.63% | +15,500 | 新進 |
| Commonwealth Equity Services, LLC | 16,266 | $54.4 萬 | 0.00% | +6,743+70.8% | 加碼 |
| Aigen Investment Management, LP | 16,307 | $54.5 萬 | 0.10% | +16,307 | 新進 |
| Amundi | 14,919 | $58.5 萬 | 0.00% | +4,471+42.8% | 加碼 |
| Advisor Group Holdings, Inc. | 18,035 | $60.3 萬 | 0.00% | −28,678−61.4% | 減碼 |
| Dark Forest Capital Management LP | 18,210 | $60.9 萬 | 0.05% | +6,219+51.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 19,703 | $65.9 萬 | 0.00% | −613−3.0% | 減碼 |
| Bank of America Corp | 19,717 | $65.9 萬 | 0.00% | −99,529−83.5% | 減碼 |
| G2 Investment Partners Management LLC | 20,400 | $68.2 萬 | 0.17% | +20,400 | 新進 |
| Dimensional Fund Advisors LP | 21,303 | $71.2 萬 | 0.00% | +8,440+65.6% | 加碼 |
| Captrust Financial Advisors | 22,390 | $74.8 萬 | 0.00% | +14,984+202.3% | 加碼 |
| Hunter Associates Investment Management LLC | 23,468 | $77.8 萬 | 0.16% | +5,392+29.8% | 加碼 |
| Victory Capital Management Inc | 23,990 | $80.2 萬 | 0.00% | +23,990 | 新進 |
| AlphaCentric Advisors LLC | 25,000 | $83.6 萬 | 0.47% | 00.0% | 不變 |
| Legato Capital Management LLC | 25,884 | $86.5 萬 | 0.13% | −4,519−14.9% | 減碼 |
| Group One Trading, L.P. | 28,661 | $95.8 萬 | 0.04% | +23,880+499.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 31,173 | $104.2 萬 | 0.00% | +14,584+87.9% | 加碼 |
| New York State Common Retirement Fund | 31,483 | $105.2 萬 | 0.00% | −5,505−14.9% | 減碼 |
| Quantbot Technologies LP | 32,944 | $110.1 萬 | 0.07% | +32,944 | 新進 |
| Swiss National Bank | 33,800 | $113.0 萬 | 0.00% | +1,000+3.0% | 加碼 |
| Raymond James Trust N.A. | 33,875 | $113.2 萬 | 0.03% | +675+2.0% | 加碼 |
| Walleye Capital LLC | 34,811 | $116.4 萬 | 0.02% | +34,811 | 新進 |
| 1492 Capital Management LLC | 36,443 | $121.8 萬 | 0.78% | +170.0% | 加碼 |
| Dakota Wealth Management | 37,549 | $125.5 萬 | 0.06% | +11,367+43.4% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 38,000 | $127.0 萬 | 0.35% | +38,000 | 新進 |
| Calamos Advisors LLC | 38,288 | $128.0 萬 | 0.01% | −4,942−11.4% | 減碼 |
| Northern Trust Corp | 39,390 | $131.7 萬 | 0.00% | +2,386+6.4% | 加碼 |