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 4 季 13F 持有人
Symbotic Inc. 在 2023/12/31 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
- 198
- 較 2023 年第 3 季 +48 家
- 持有股數
- 6,523 萬
- 較 2023 年第 3 季 +381.7 萬 (+6.2%)
- 總市值
- $33.5 億
- 較 2023 年第 3 季 +$12.9 億 (+63.1%)
- 新進機構
- 67
- 另有 58 家加碼
- 清倉機構
- 19
- 另有 49 家減碼
另有 2 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 1 | $52 | 0.00% | +1 | 新進 |
| Bell Investment Advisors, Inc | 9 | $462 | 0.00% | +9 | 新進 |
| Clean Yield Group | 20 | $1,027 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 20 | $1,027 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 25 | $1,283 | 0.00% | +25 | 新進 |
| Cape Investment Advisory, Inc. | 35 | $1,797 | 0.00% | +35 | 新進 |
| GWM Advisors LLC | 50 | $2,567 | 0.00% | 00.0% | 不變 |
| NVWM, LLC | 50 | $2,567 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 61 | $3,132 | 0.00% | +61 | 新進 |
| Fifth Third Bancorp | 63 | $3,234 | 0.00% | +63 | 新進 |
| Pacer Advisors, Inc. | 64 | $3,285 | 0.00% | +5+8.5% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 70 | $3,593 | 0.00% | −75−51.7% | 減碼 |
| Aspect Partners, LLC | 74 | $3,798 | 0.00% | +74 | 新進 |
| First Manhattan Co | 75 | $3,849 | 0.00% | +75 | 新進 |
| Clear Point Advisors Inc. | 90 | $4,620 | 0.00% | +90 | 新進 |
| Cambridge Trust Co | 100 | $5,133 | 0.00% | +100 | 新進 |
| Insight Financial Services | 100 | $5,133 | 0.01% | +100 | 新進 |
| Crewe Advisors LLC | 150 | $7,700 | 0.00% | 00.0% | 不變 |
| Castleview Partners, LLC | 150 | $7,700 | 0.01% | 00.0% | 不變 |
| Ulland Investment Advisors, LLC | 190 | $1.00 萬 | 0.01% | −400−67.8% | 減碼 |
| Trust Co of Vermont | 200 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 200 | $1.03 萬 | 0.00% | +200 | 新進 |
| Rhumbline Advisers | 294 | $1.51 萬 | 0.00% | 00.0% | 不變 |
| Natixis | 300 | $1.53 萬 | 0.00% | 00.0% | 不變 |
| Main Street Group, LTD | 300 | $1.54 萬 | 0.01% | +300 | 新進 |
| First Personal Financial Services | 310 | $1.59 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 396 | $1.63 萬 | 0.00% | +396 | 新進 |
| Quarry LP | 455 | $2.34 萬 | 0.01% | +455 | 新進 |
| Symmetry Peak Management LLC | 500 | $2.57 萬 | 0.10% | +500 | 新進 |
| Van Eck Associates Corp | 503 | $2.60 萬 | 0.00% | +503 | 新進 |
| NBC Securities, Inc. | 638 | $3.20 萬 | 0.00% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 915 | $4.70 萬 | 0.00% | −10−1.1% | 減碼 |
| Providence Capital Advisors, LLC | 1,000 | $5.13 萬 | 0.01% | 00.0% | 不變 |
| Pingora Partners LLC | 1,000 | $5.13 萬 | 0.05% | +1,000 | 新進 |
| Advisory Services Network, LLC | 1,133 | $5.82 萬 | 0.00% | +1,133 | 新進 |
| RFP Financial Group LLC | 1,140 | $5.85 萬 | 0.02% | +186+19.5% | 加碼 |
| Comerica Bank | 1,150 | $5.90 萬 | 0.00% | −200−14.8% | 減碼 |
| National Bank of Canada | 1,200 | $5.96 萬 | 0.00% | +200+20.0% | 加碼 |
| Carolinas Wealth Consulting LLC | 1,207 | $6.20 萬 | 0.01% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 1,200 | $6.20 萬 | 0.02% | +1,200 | 新進 |
| TFC Financial Management | 1,226 | $6.29 萬 | 0.01% | +604+97.1% | 加碼 |
| Deutsche Bank AG | 1,319 | $6.77 萬 | 0.00% | +1,319 | 新進 |
| Farther Finance Advisors, LLC | 1,404 | $7.21 萬 | 0.01% | +693+97.5% | 加碼 |
| Rakuten Securities, Inc. | 1,650 | $8.47 萬 | 0.07% | +1,650 | 新進 |
| Advisors Asset Management, Inc. | 2,456 | $12.6 萬 | 0.00% | +224+10.0% | 加碼 |
| SG Americas Securities, LLC | 2,647 | $13.6 萬 | 0.00% | +2,647 | 新進 |
| Toronto Dominion Bank | 3,000 | $15.4 萬 | 0.00% | 00.0% | 不變 |
| Ossiam | 3,133 | $16.1 萬 | 0.00% | 00.0% | 不變 |
| Barclays PLC | 3,516 | $18.0 萬 | 0.00% | −4,492−56.1% | 減碼 |
| Vontobel Holding Ltd. | 4,210 | $21.6 萬 | 0.00% | −1,890−31.0% | 減碼 |
| AQR Capital Management LLC | 4,456 | $22.9 萬 | 0.00% | −5,169−53.7% | 減碼 |
| Colonial River Wealth Management, LLC | 4,513 | $23.2 萬 | 0.14% | +4,513 | 新進 |
| Arizona State Retirement System | 4,522 | $23.2 萬 | 0.00% | +4,522 | 新進 |
| Scientech Research LLC | 4,605 | $23.6 萬 | 0.24% | +4,605 | 新進 |
| Cetera Advisor Networks LLC | 4,625 | $23.7 萬 | 0.00% | −2,575−35.8% | 減碼 |
| Wolff Wiese Magana LLC | 4,635 | $23.8 萬 | 0.23% | +4,635 | 新進 |
| Armstrong Advisory Group, Inc | 4,647 | $23.9 萬 | 0.02% | +2,225+91.9% | 加碼 |
| Gsa Capital Partners LLP | 4,728 | $24.3 萬 | 0.02% | −5,772−55.0% | 減碼 |
| 1492 Capital Management LLC | 4,755 | $24.4 萬 | 0.14% | −31,688−87.0% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,875 | $25.0 萬 | 0.00% | +400+8.9% | 加碼 |
| Handelsbanken Fonder AB | 4,900 | $25.2 萬 | 0.00% | +4,900 | 新進 |
| Register Financial Advisors LLC | 5,000 | $25.7 萬 | 0.17% | −370−6.9% | 減碼 |
| Willis Johnson & Associates, Inc. | 5,000 | $25.7 萬 | 0.02% | +5,000 | 新進 |
| CI Private Wealth, LLC | 5,045 | $25.9 萬 | 0.00% | +5,045 | 新進 |
| Cresset Asset Management, LLC | 5,210 | $26.7 萬 | 0.00% | +5,210 | 新進 |
| Next Century Growth Investors LLC | 5,267 | $27.0 萬 | 0.03% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 5,348 | $27.5 萬 | 0.26% | +5,348 | 新進 |
| GTS Securities LLC | 5,642 | $29.0 萬 | 0.01% | +5,642 | 新進 |
| Leonteq Securities AG | 5,652 | $29.0 萬 | 0.04% | +5,452+2,726.0% | 加碼 |
| Versor Investments LP | 5,700 | $29.3 萬 | 0.06% | +5,700 | 新進 |
| Squarepoint Ops LLC | 5,805 | $29.8 萬 | 0.00% | −5,420−48.3% | 減碼 |
| Brevan Howard Capital Management LP | 5,902 | $30.3 萬 | 0.03% | +5,902 | 新進 |
| Pathstone Holdings, LLC | 6,008 | $30.8 萬 | 0.00% | +6,008 | 新進 |
| Williamson Legacy Group, LLC | 6,015 | $30.9 萬 | 0.29% | +6,015 | 新進 |
| Gotham Asset Management, LLC | 6,016 | $30.9 萬 | 0.01% | +6,016 | 新進 |
| Verition Fund Management LLC | 6,101 | $31.3 萬 | 0.00% | −1,136−15.7% | 減碼 |
| Elite Wealth Management, Inc. | 6,183 | $31.7 萬 | 0.09% | −103−1.6% | 減碼 |
| Stonegate Investment Group, LLC | 6,200 | $31.8 萬 | 0.01% | +6,200 | 新進 |
| Tower Research Capital LLC (TRC) | 6,405 | $32.9 萬 | 0.00% | −1,497−18.9% | 減碼 |
| Integrated Wealth Concepts LLC | 6,435 | $33.0 萬 | 0.01% | +6,435 | 新進 |
| Blair William & Co | 6,440 | $33.1 萬 | 0.00% | +6,440 | 新進 |
| Avantax Advisory Services, Inc. | 6,577 | $33.8 萬 | 0.00% | −40−0.6% | 減碼 |
| MML Investors Services, LLC | 6,871 | $35.3 萬 | 0.00% | +696+11.3% | 加碼 |
| Cipher Capital LP | 7,225 | $37.1 萬 | 0.12% | +7,225 | 新進 |
| Cetera Advisors LLC | 7,531 | $38.7 萬 | 0.01% | +7,531 | 新進 |
| Aigen Investment Management, LP | 7,634 | $39.2 萬 | 0.07% | −8,673−53.2% | 減碼 |
| Citigroup Inc | 7,929 | $40.7 萬 | 0.00% | −3,987−33.5% | 減碼 |
| Janus Henderson Group PLC | 8,231 | $42.3 萬 | 0.00% | +23+0.3% | 加碼 |
| Envestnet Asset Management Inc | 8,265 | $42.4 萬 | 0.00% | +8,265 | 新進 |
| Cutler Group LP | 8,293 | $42.5 萬 | 0.06% | −38,510−82.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 8,300 | $42.6 萬 | 0.00% | +8,300 | 新進 |
| Amundi | 11,787 | $50.8 萬 | 0.00% | −3,132−21.0% | 減碼 |
| Pinnacle Associates Ltd | 10,225 | $52.5 萬 | 0.01% | 00.0% | 不變 |
| Granahan Investment Management Inc | 10,371 | $53.2 萬 | 0.02% | +1,360+15.1% | 加碼 |
| Legato Capital Management LLC | 10,539 | $54.1 萬 | 0.07% | −15,345−59.3% | 減碼 |
| HighTower Advisors, LLC | 10,740 | $55.2 萬 | 0.00% | +1,280+13.5% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 10,902 | $56.0 萬 | 0.01% | +10,902 | 新進 |
| Natixis Advisors, L.P. | 10,983 | $56.3 萬 | 0.00% | +456+4.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 11,632 | $59.7 萬 | 0.00% | +800+7.4% | 加碼 |
| First Dallas Securities Inc. | 12,000 | $61.6 萬 | 0.32% | −101,192−89.4% | 減碼 |