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。
2024 年第 1 季 13F 持有人
Symbotic Inc. 在 2024/3/31 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
- 235
- 較 2023 年第 4 季 +37 家
- 持有股數
- 7,610 萬
- 較 2023 年第 4 季 +1,087 萬 (+16.7%)
- 總市值
- $34.1 億
- 較 2023 年第 4 季 +$6,436 萬 (+1.9%)
- 新進機構
- 86
- 另有 88 家加碼
- 清倉機構
- 49
- 另有 32 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 7,232 | $32.5 萬 | 0.00% | −108,007−93.7% | 減碼 |
| Stephens Inc | 7,300 | $32.9 萬 | 0.01% | +7,300 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 7,781 | $35.0 萬 | 0.01% | +7,781 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 7,829 | $35.2 萬 | 0.00% | +7,829 | 新進 |
| Manufacturers Life Insurance Company, The | 7,976 | $35.9 萬 | 0.00% | +7,976 | 新進 |
| Calamos Advisors LLC | 8,104 | $36.5 萬 | 0.00% | +8,104 | 新進 |
| Oppenheimer & Co Inc | 8,144 | $36.6 萬 | 0.01% | +8,144 | 新進 |
| Integrated Wealth Concepts LLC | 8,220 | $37.0 萬 | 0.01% | +1,785+27.7% | 加碼 |
| Janus Henderson Group PLC | 8,249 | $37.1 萬 | 0.00% | +18+0.2% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,063 | $40.8 萬 | 0.00% | +9,063 | 新進 |
| Williamson Legacy Group, LLC | 9,194 | $41.4 萬 | 0.32% | +3,179+52.9% | 加碼 |
| MML Investors Services, LLC | 9,388 | $42.2 萬 | 0.00% | +2,517+36.6% | 加碼 |
| Atria Wealth Solutions, Inc. | 9,406 | $42.3 萬 | 0.00% | +9,406 | 新進 |
| Citigroup Inc | 9,437 | $42.5 萬 | 0.00% | +1,508+19.0% | 加碼 |
| APG Asset Management N.V. | 10,239 | $42.7 萬 | 0.00% | +10,239 | 新進 |
| Avantax Advisory Services, Inc. | 9,737 | $43.8 萬 | 0.00% | +3,160+48.0% | 加碼 |
| Amundi | 11,809 | $47.3 萬 | 0.00% | +22+0.2% | 加碼 |
| Concentric Capital Strategies, LP | 10,554 | $47.5 萬 | 0.03% | +10,554 | 新進 |
| JPMorgan Chase & Co | 10,732 | $48.3 萬 | 0.00% | −5,113−32.3% | 減碼 |
| XTX Topco Ltd | 10,885 | $49.0 萬 | 0.07% | +10,885 | 新進 |
| Register Financial Advisors LLC | 11,200 | $50.4 萬 | 0.26% | +6,200+124.0% | 加碼 |
| Verition Fund Management LLC | 11,364 | $51.1 萬 | 0.00% | +5,263+86.3% | 加碼 |
| Handelsbanken Fonder AB | 11,600 | $52.2 萬 | 0.00% | +6,700+136.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 11,632 | $52.3 萬 | 0.00% | 00.0% | 不變 |
| UBS Asset Management Americas Inc | 12,400 | $55.8 萬 | 0.00% | 00.0% | 不變 |
| Scientech Research LLC | 12,973 | $58.4 萬 | 0.31% | +8,368+181.7% | 加碼 |
| Pinebridge Investments, L.P. | 13,500 | $60.7 萬 | 0.00% | −128,629−90.5% | 減碼 |
| US Bancorp | 13,495 | $60.7 萬 | 0.00% | +151+1.1% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 13,935 | $62.7 萬 | 0.00% | −654−4.5% | 減碼 |
| Quent Capital, LLC | 14,300 | $64.3 萬 | 0.08% | 00.0% | 不變 |
| Wolverine Trading, LLC | 14,606 | $65.7 萬 | 0.01% | +14,606 | 新進 |
| Advisor Group Holdings, Inc. | 14,823 | $66.7 萬 | 0.00% | +1,734+13.2% | 加碼 |
| California State Teachers Retirement System | 15,057 | $67.8 萬 | 0.00% | +654+4.5% | 加碼 |
| HighTower Advisors, LLC | 15,200 | $69.0 萬 | 0.00% | +4,460+41.5% | 加碼 |
| Lattice Capital Management, LLC | 15,500 | $69.8 萬 | 0.71% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 15,568 | $70.1 萬 | 0.00% | +7,303+88.4% | 加碼 |
| Pinnacle Associates Ltd | 16,115 | $72.5 萬 | 0.01% | +5,890+57.6% | 加碼 |
| Comerica Bank | 16,641 | $74.9 萬 | 0.00% | +15,491+1,347.0% | 加碼 |
| Retirement Planning Co of New England, Inc. | 16,765 | $75.4 萬 | 0.41% | +16,765 | 新進 |
| Virtu Financial LLC | 17,116 | $77.0 萬 | 0.06% | +17,116 | 新進 |
| Western Wealth Management, LLC | 17,150 | $77.2 萬 | 0.06% | +17,150 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 17,541 | $78.9 萬 | 0.00% | −2,145−10.9% | 減碼 |
| Engineers Gate Manager LP | 18,488 | $83.2 萬 | 0.02% | −20,620−52.7% | 減碼 |
| First Dallas Securities Inc. | 19,300 | $86.9 萬 | 0.40% | +7,300+60.8% | 加碼 |
| National Philanthropic Trust | 19,500 | $87.8 萬 | 0.02% | −20,000−50.6% | 減碼 |
| Vista Investment Partners LLC | 20,496 | $92.2 萬 | 0.32% | +2,046+11.1% | 加碼 |
| Commonwealth Equity Services, LLC | 20,519 | $92.3 萬 | 0.00% | −23,525−53.4% | 減碼 |
| Cetera Investment Advisers | 21,566 | $97.0 萬 | 0.00% | +21,566 | 新進 |
| State of Wisconsin Investment Board | 22,861 | $102.9 萬 | 0.00% | −2,716−10.6% | 減碼 |
| Royce & Associates LP | 23,500 | $105.8 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 24,385 | $109.7 萬 | 0.01% | +7,111+41.2% | 加碼 |
| Essex Investment Management Co LLC | 24,516 | $110.3 萬 | 0.22% | +2,490+11.3% | 加碼 |
| AlphaCentric Advisors LLC | 25,000 | $112.5 萬 | 0.68% | 00.0% | 不變 |
| Stifel Financial Corp | 25,345 | $114.1 萬 | 0.00% | −849−3.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 25,739 | $115.8 萬 | 0.00% | −210,296−89.1% | 減碼 |
| Group One Trading, L.P. | 26,358 | $118.6 萬 | 0.04% | +26,358 | 新進 |
| D.A. Davidson & Co. | 27,825 | $125.2 萬 | 0.01% | +27,825 | 新進 |
| Jane Street Group, LLC | 30,581 | $137.6 萬 | 0.00% | −116,283−79.2% | 減碼 |
| Options Solutions, LLC | 30,815 | $138.7 萬 | 0.79% | +30,815 | 新進 |
| Credit Suisse AG | 31,394 | $141.3 萬 | 0.00% | +9,400+42.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 32,784 | $147.5 萬 | 0.02% | −177,981−84.4% | 減碼 |
| Swiss National Bank | 33,000 | $148.5 萬 | 0.00% | +1,100+3.4% | 加碼 |
| Blair William & Co | 33,365 | $150.1 萬 | 0.00% | +26,925+418.1% | 加碼 |
| Raymond James Trust N.A. | 34,222 | $154.0 萬 | 0.04% | +1,022+3.1% | 加碼 |
| Dimensional Fund Advisors LP | 34,952 | $157.3 萬 | 0.00% | +9,263+36.1% | 加碼 |
| L & S Advisors Inc | 37,766 | $169.9 萬 | 0.19% | +37,766 | 新進 |
| Marathon Capital Management | 38,940 | $175.2 萬 | 0.42% | +38,940 | 新進 |
| Hunter Associates Investment Management LLC | 39,474 | $176.9 萬 | 0.30% | +16,300+70.3% | 加碼 |
| Sculptor Capital LP | 39,700 | $178.7 萬 | 0.04% | +39,700 | 新進 |
| Penserra Capital Management LLC | 40,524 | $182.3 萬 | 0.02% | +40,524 | 新進 |
| LPL Financial LLC | 40,817 | $183.7 萬 | 0.00% | +8,214+25.2% | 加碼 |
| Tanaka Capital Management Inc | 41,537 | $186.9 萬 | 4.60% | 00.0% | 不變 |
| Granahan Investment Management Inc | 45,659 | $205.5 萬 | 0.07% | +35,288+340.3% | 加碼 |
| Captrust Financial Advisors | 48,967 | $220.4 萬 | 0.01% | +14,286+41.2% | 加碼 |
| Bourne Lent Asset Management Inc | 61,560 | $277.0 萬 | 1.12% | +3,300+5.7% | 加碼 |
| Bank of America Corp | 62,147 | $279.7 萬 | 0.00% | −162,279−72.3% | 減碼 |
| Twinbeech Capital LP | 62,482 | $281.2 萬 | 0.06% | +62,482 | 新進 |
| Simplex Trading, LLC | 62,960 | $283.3 萬 | 0.08% | +62,960 | 新進 |
| Nicholas Investment Partners, LP | 65,089 | $292.9 萬 | 0.30% | −96,519−59.7% | 減碼 |
| Taylor Frigon Capital Management LLC | 66,962 | $301.3 萬 | 1.44% | +4,400+7.0% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 69,408 | $312.3 萬 | 0.01% | +29,408+73.5% | 加碼 |
| Northern Trust Corp | 70,053 | $315.2 萬 | 0.00% | +31,719+82.7% | 加碼 |
| Next Century Growth Investors LLC | 71,812 | $323.2 萬 | 0.28% | +66,545+1,263.4% | 加碼 |
| Bank of New York Mellon Corp | 73,649 | $331.4 萬 | 0.00% | +5,721+8.4% | 加碼 |
| Capstone Investment Advisors, LLC | 73,658 | $331.5 萬 | 0.06% | +73,658 | 新進 |
| Sandler Capital Management | 76,449 | $344.0 萬 | 0.42% | +76,449 | 新進 |
| Washington Harbour Partners LP | 85,300 | $383.9 萬 | 6.22% | +26,700+45.6% | 加碼 |
| Royal Bank of Canada | 85,836 | $386.4 萬 | 0.00% | +17,012+24.7% | 加碼 |
| Baird Financial Group, Inc. | 91,696 | $412.6 萬 | 0.01% | +28,659+45.5% | 加碼 |
| Hussman Strategic Advisors, Inc. | 94,500 | $425.3 萬 | 0.99% | +31,500+50.0% | 加碼 |
| Voloridge Investment Management, LLC | 94,886 | $427.0 萬 | 0.02% | −787,848−89.3% | 減碼 |
| Two Sigma Investments, LP | 97,341 | $438.0 萬 | 0.01% | −379,522−79.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 97,509 | $438.8 萬 | 0.01% | +63,845+189.7% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 104,069 | $449.0 萬 | 1.77% | +104,069 | 新進 |
| Ghisallo Capital Management LLC | 100,000 | $450.0 萬 | 0.51% | +100,000 | 新進 |
| Alyeska Investment Group, L.P. | 103,217 | $464.5 萬 | 0.03% | +103,217 | 新進 |
| Monashee Investment Management LLC | 105,161 | $473.2 萬 | 0.56% | +105,161 | 新進 |
| Scopus Asset Management, L.P. | 107,534 | $483.9 萬 | 0.16% | +15,000+16.2% | 加碼 |
| UBS Group AG | 108,656 | $489.0 萬 | 0.00% | +14,431+15.3% | 加碼 |
| Voya Investment Management LLC | 111,570 | $502.1 萬 | 0.00% | +111,570 | 新進 |