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 |
|---|---|---|---|---|---|
| Lattice Capital Management, LLC | 15,500 | $69.8 萬 | 0.71% | 00.0% | 不變 |
| HighTower Advisors, LLC | 15,200 | $69.0 萬 | 0.00% | +4,460+41.5% | 加碼 |
| California State Teachers Retirement System | 15,057 | $67.8 萬 | 0.00% | +654+4.5% | 加碼 |
| Advisor Group Holdings, Inc. | 14,823 | $66.7 萬 | 0.00% | +1,734+13.2% | 加碼 |
| Wolverine Trading, LLC | 14,606 | $65.7 萬 | 0.01% | +14,606 | 新進 |
| Quent Capital, LLC | 14,300 | $64.3 萬 | 0.08% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 13,935 | $62.7 萬 | 0.00% | −654−4.5% | 減碼 |
| US Bancorp | 13,495 | $60.7 萬 | 0.00% | +151+1.1% | 加碼 |
| Pinebridge Investments, L.P. | 13,500 | $60.7 萬 | 0.00% | −128,629−90.5% | 減碼 |
| Scientech Research LLC | 12,973 | $58.4 萬 | 0.31% | +8,368+181.7% | 加碼 |
| UBS Asset Management Americas Inc | 12,400 | $55.8 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 11,632 | $52.3 萬 | 0.00% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 11,600 | $52.2 萬 | 0.00% | +6,700+136.7% | 加碼 |
| Verition Fund Management LLC | 11,364 | $51.1 萬 | 0.00% | +5,263+86.3% | 加碼 |
| Register Financial Advisors LLC | 11,200 | $50.4 萬 | 0.26% | +6,200+124.0% | 加碼 |
| XTX Topco Ltd | 10,885 | $49.0 萬 | 0.07% | +10,885 | 新進 |
| JPMorgan Chase & Co | 10,732 | $48.3 萬 | 0.00% | −5,113−32.3% | 減碼 |
| Concentric Capital Strategies, LP | 10,554 | $47.5 萬 | 0.03% | +10,554 | 新進 |
| Amundi | 11,809 | $47.3 萬 | 0.00% | +22+0.2% | 加碼 |
| Avantax Advisory Services, Inc. | 9,737 | $43.8 萬 | 0.00% | +3,160+48.0% | 加碼 |
| APG Asset Management N.V. | 10,239 | $42.7 萬 | 0.00% | +10,239 | 新進 |
| Citigroup Inc | 9,437 | $42.5 萬 | 0.00% | +1,508+19.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 9,406 | $42.3 萬 | 0.00% | +9,406 | 新進 |
| MML Investors Services, LLC | 9,388 | $42.2 萬 | 0.00% | +2,517+36.6% | 加碼 |
| Williamson Legacy Group, LLC | 9,194 | $41.4 萬 | 0.32% | +3,179+52.9% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,063 | $40.8 萬 | 0.00% | +9,063 | 新進 |
| Janus Henderson Group PLC | 8,249 | $37.1 萬 | 0.00% | +18+0.2% | 加碼 |
| Integrated Wealth Concepts LLC | 8,220 | $37.0 萬 | 0.01% | +1,785+27.7% | 加碼 |
| Oppenheimer & Co Inc | 8,144 | $36.6 萬 | 0.01% | +8,144 | 新進 |
| Calamos Advisors LLC | 8,104 | $36.5 萬 | 0.00% | +8,104 | 新進 |
| Manufacturers Life Insurance Company, The | 7,976 | $35.9 萬 | 0.00% | +7,976 | 新進 |
| Healthcare of Ontario Pension Plan Trust Fund | 7,829 | $35.2 萬 | 0.00% | +7,829 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 7,781 | $35.0 萬 | 0.01% | +7,781 | 新進 |
| Stephens Inc | 7,300 | $32.9 萬 | 0.01% | +7,300 | 新進 |
| Point72 Asset Management, L.P. | 7,232 | $32.5 萬 | 0.00% | −108,007−93.7% | 減碼 |
| Goldman Sachs Group Inc | 6,753 | $30.4 萬 | 0.00% | −312,945−97.9% | 減碼 |
| Toth Financial Advisory Corp | 6,700 | $30.1 萬 | 0.04% | +6,700 | 新進 |
| Vident Advisory, LLC | 6,695 | $30.1 萬 | 0.01% | +6,695 | 新進 |
| Moors & Cabot, Inc. | 6,500 | $29.3 萬 | 0.02% | +6,500 | 新進 |
| Leonteq Securities AG | 6,301 | $28.4 萬 | 0.04% | +649+11.5% | 加碼 |
| Belvedere Trading LLC | 6,274 | $28.2 萬 | 0.02% | +6,274 | 新進 |
| Kestra Advisory Services, LLC | 6,119 | $27.5 萬 | 0.00% | +6,119 | 新進 |
| Cipher Capital LP | 6,035 | $27.2 萬 | 0.13% | −1,190−16.5% | 減碼 |
| Pathstone Holdings, LLC | 6,021 | $27.1 萬 | 0.00% | +13+0.2% | 加碼 |
| Elite Wealth Management, Inc. | 5,990 | $27.0 萬 | 0.07% | −193−3.1% | 減碼 |
| Dark Forest Capital Management LP | 5,782 | $26.0 萬 | 0.04% | +5,782 | 新進 |
| Cutler Group LP | 5,686 | $25.5 萬 | 0.13% | −2,607−31.4% | 減碼 |
| Vontobel Holding Ltd. | 5,500 | $24.8 萬 | 0.00% | +1,290+30.6% | 加碼 |
| Financial Sense Advisors, Inc. | 5,490 | $24.7 萬 | 0.09% | +5,490 | 新進 |
| CI Private Wealth, LLC | 5,350 | $24.1 萬 | 0.00% | +305+6.0% | 加碼 |
| Cresset Asset Management, LLC | 5,302 | $23.9 萬 | 0.00% | +92+1.8% | 加碼 |
| Armstrong Advisory Group, Inc | 4,647 | $23.9 萬 | 0.02% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 5,203 | $23.4 萬 | 0.00% | +5,203 | 新進 |
| Willis Johnson & Associates, Inc. | 5,200 | $23.4 萬 | 0.02% | +200+4.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,179 | $23.3 萬 | 0.00% | +304+6.2% | 加碼 |
| M&T Bank Corp | 5,127 | $23.1 萬 | 0.00% | +5,127 | 新進 |
| Greenwood Capital Associates LLC | 5,066 | $22.8 萬 | 0.03% | +5,066 | 新進 |
| Sigma Planning Corp | 5,015 | $22.6 萬 | 0.01% | +5,015 | 新進 |
| K2 Principal Fund, L.P. | 5,000 | $22.5 萬 | 0.05% | +5,000 | 新進 |
| Millennium Management LLC | 4,940 | $22.2 萬 | 0.00% | −712,578−99.3% | 減碼 |
| 1492 Capital Management LLC | 4,758 | $21.4 萬 | 0.12% | +3+0.1% | 加碼 |
| Arizona State Retirement System | 4,602 | $20.7 萬 | 0.00% | +80+1.8% | 加碼 |
| Prestige Wealth Management Group LLC | 4,425 | $19.9 萬 | 0.04% | +4,425 | 新進 |
| Crewe Advisors LLC | 4,200 | $18.9 萬 | 0.02% | +4,050+2,700.0% | 加碼 |
| CoreCap Advisors, LLC | 3,691 | $16.6 萬 | 0.01% | +3,691 | 新進 |
| Advisors Asset Management, Inc. | 2,740 | $12.3 萬 | 0.00% | +284+11.6% | 加碼 |
| Sandia Investment Management LP | 2,500 | $11.3 萬 | 0.11% | +2,500 | 新進 |
| National Bank of Canada | 2,650 | $11.1 萬 | 0.00% | +1,450+120.8% | 加碼 |
| Avestar Capital, LLC | 2,400 | $10.8 萬 | 0.01% | +2,400 | 新進 |
| EntryPoint Capital, LLC | 2,055 | $9.25 萬 | 0.08% | −3,293−61.6% | 減碼 |
| Natixis Investment Managers International | 2,001 | $9.00 萬 | 0.01% | +2,001 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,979 | $8.91 萬 | 0.03% | +1,979 | 新進 |
| Farther Finance Advisors, LLC | 1,848 | $8.40 萬 | 0.01% | +444+31.6% | 加碼 |
| Ostrum Asset Management | 1,618 | $7.28 萬 | 0.01% | +1,618 | 新進 |
| Federation des caisses Desjardins du Quebec | 1,576 | $7.09 萬 | 0.00% | +661+72.2% | 加碼 |
| Deutsche Bank AG | 1,430 | $6.43 萬 | 0.00% | +111+8.4% | 加碼 |
| RFP Financial Group LLC | 1,382 | $6.22 萬 | 0.02% | +242+21.2% | 加碼 |
| Van Eck Associates Corp | 1,300 | $5.90 萬 | 0.00% | +797+158.4% | 加碼 |
| Carolinas Wealth Consulting LLC | 1,207 | $5.43 萬 | 0.01% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 1,204 | $5.42 萬 | 0.00% | +1,204 | 新進 |
| Centerpoint Advisors, LLC | 1,200 | $5.40 萬 | 0.02% | 00.0% | 不變 |
| TFC Financial Management | 1,151 | $5.18 萬 | 0.01% | −75−6.1% | 減碼 |
| Ramirez Asset Management, Inc. | 1,100 | $4.95 萬 | 0.01% | +1,100 | 新進 |
| Global Retirement Partners, LLC | 1,056 | $4.75 萬 | 0.00% | +660+166.7% | 加碼 |
| Clearstead Advisors, LLC | 1,100 | $4.70 萬 | 0.00% | +1,100 | 新進 |
| Providence Capital Advisors, LLC | 1,000 | $4.50 萬 | 0.01% | 00.0% | 不變 |
| Pingora Partners LLC | 1,000 | $4.50 萬 | 0.03% | 00.0% | 不變 |
| Castleview Partners, LLC | 1,000 | $4.50 萬 | 0.03% | +850+566.7% | 加碼 |
| PEAK6 Investments LLC | 830 | $3.73 萬 | 0.00% | +830 | 新進 |
| RiverPark Advisors, LLC | 823 | $3.70 萬 | 0.03% | +823 | 新進 |
| Rakuten Securities, Inc. | 640 | $2.88 萬 | 0.01% | −1,010−61.2% | 減碼 |
| NBC Securities, Inc. | 638 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 598 | $2.69 萬 | 0.00% | −5,807−90.7% | 減碼 |
| GWM Advisors LLC | 586 | $2.64 萬 | 0.00% | +536+1,072.0% | 加碼 |
| Hanson & Doremus Investment Management | 500 | $2.30 萬 | 0.00% | +500 | 新進 |
| Bogart Wealth, LLC | 500 | $2.25 萬 | 0.00% | +500 | 新進 |
| Walleye Capital LLC | 458 | $2.06 萬 | 0.00% | −14,099−96.9% | 減碼 |
| Fifth Third Bancorp | 350 | $1.57 萬 | 0.00% | +287+455.6% | 加碼 |
| CWM, LLC | 342 | $1.50 萬 | 0.00% | +342 | 新進 |
| First Personal Financial Services | 310 | $1.40 萬 | 0.00% | 00.0% | 不變 |