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 2 季 13F 持有人
Symbotic Inc. 在 2024/6/30 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
- 240
- 較 2024 年第 1 季 +9 家
- 持有股數
- 8,253 萬
- 較 2024 年第 1 季 +647.5 萬 (+8.5%)
- 總市值
- $29.0 億
- 較 2024 年第 1 季 −$5.09 億 (−14.9%)
- 新進機構
- 45
- 另有 106 家加碼
- 清倉機構
- 36
- 另有 53 家減碼
另有 4 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 1 | $36 | 0.00% | 00.0% | 不變 |
| Sandy Spring Bank | 5 | $176 | 0.00% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 5 | $176 | 0.00% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 5 | $176 | 0.00% | +5 | 新進 |
| Quest Partners LLC | 13 | $457 | 0.00% | −14−51.9% | 減碼 |
| Global Financial Private Client, LLC | 20 | $703 | 0.00% | 00.0% | 不變 |
| Clean Yield Group | 20 | $703 | 0.00% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 22 | $774 | 0.00% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 30 | $1,055 | 0.00% | +30 | 新進 |
| Harbour Investments, Inc. | 33 | $1,160 | 0.00% | +8+32.0% | 加碼 |
| Colonial Trust Co | 44 | $1,549 | 0.00% | +17+63.0% | 加碼 |
| NVWM, LLC | 50 | $1,758 | 0.00% | 00.0% | 不變 |
| Ci Investments Inc. | 65 | $2,000 | 0.00% | −26−28.6% | 減碼 |
| Redwood Wealth Management Group, LLC | 60 | $2,110 | 0.00% | +60 | 新進 |
| Quadrant Capital Group LLC | 61 | $2,145 | 0.00% | 00.0% | 不變 |
| Pacer Advisors, Inc. | 66 | $2,321 | 0.00% | −2−2.9% | 減碼 |
| Principal Securities, Inc. | 69 | $2,426 | 0.00% | +61+762.5% | 加碼 |
| Clear Point Advisors Inc. | 90 | $3,164 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 95 | $3,340 | 0.00% | +55+137.5% | 加碼 |
| Salem Investment Counselors Inc | 100 | $3,516 | 0.00% | −100−50.0% | 減碼 |
| Insight Financial Services | 100 | $3,516 | 0.00% | 00.0% | 不變 |
| FSC Wealth Advisors, LLC | 100 | $3,516 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 112 | $3,937 | 0.00% | +100+833.3% | 加碼 |
| Fairscale Capital, LLC | 101 | $4,185 | 0.00% | +101 | 新進 |
| Optimum Investment Advisors | 150 | $5,274 | 0.00% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 153 | $5,379 | 0.00% | −7,676−98.0% | 減碼 |
| Trust Co of Vermont | 200 | $7,032 | 0.00% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 221 | $7,770 | 0.00% | +221 | 新進 |
| Financial Freedom, LLC | 254 | $8,931 | 0.01% | +254 | 新進 |
| CWM, LLC | 291 | $1.00 萬 | 0.00% | −51−14.9% | 減碼 |
| Federation des caisses Desjardins du Quebec | 290 | $1.02 萬 | 0.00% | −1,286−81.6% | 減碼 |
| Rhumbline Advisers | 294 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 300 | $1.05 萬 | 0.00% | 00.0% | 不變 |
| Rakuten Securities, Inc. | 301 | $1.06 萬 | 0.00% | −339−53.0% | 減碼 |
| Main Street Group, LTD | 300 | $1.06 萬 | 0.00% | 00.0% | 不變 |
| First Personal Financial Services | 310 | $1.09 萬 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 341 | $1.20 萬 | 0.01% | +186+120.0% | 加碼 |
| Fifth Third Bancorp | 350 | $1.23 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 436 | $1.53 萬 | 0.00% | −150−25.6% | 減碼 |
| ORG Partners LLC | 479 | $1.70 萬 | 0.00% | +479 | 新進 |
| CoreCap Advisors, LLC | 541 | $1.90 萬 | 0.00% | −3,150−85.3% | 減碼 |
| Hanson & Doremus Investment Management | 576 | $2.00 萬 | 0.00% | +76+15.2% | 加碼 |
| Barclays PLC | 775 | $2.72 萬 | 0.00% | −112,292−99.3% | 減碼 |
| RiverPark Advisors, LLC | 823 | $2.89 萬 | 0.02% | 00.0% | 不變 |
| KBC Group NV | 910 | $3.20 萬 | 0.00% | +910 | 新進 |
| Deutsche Bank AG | 957 | $3.36 萬 | 0.00% | −473−33.1% | 減碼 |
| Providence Capital Advisors, LLC | 1,000 | $3.52 萬 | 0.01% | 00.0% | 不變 |
| Castleview Partners, LLC | 1,000 | $3.52 萬 | 0.02% | 00.0% | 不變 |
| Pingora Partners LLC | 1,000 | $3.52 萬 | 0.02% | 00.0% | 不變 |
| Walleye Capital LLC | 1,064 | $3.74 萬 | 0.00% | +606+132.3% | 加碼 |
| Global Retirement Partners, LLC | 1,081 | $3.80 萬 | 0.00% | +25+2.4% | 加碼 |
| Ramirez Asset Management, Inc. | 1,100 | $3.87 萬 | 0.01% | 00.0% | 不變 |
| TFC Financial Management | 1,151 | $4.05 萬 | 0.01% | 00.0% | 不變 |
| Strengthening Families & Communities, LLC | 1,165 | $4.10 萬 | 0.01% | +1,165 | 新進 |
| Centerpoint Advisors, LLC | 1,200 | $4.20 萬 | 0.02% | 00.0% | 不變 |
| Carolinas Wealth Consulting LLC | 1,207 | $4.24 萬 | 0.01% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 1,249 | $4.39 萬 | 0.00% | +1,249 | 新進 |
| Clearstead Advisors, LLC | 1,450 | $5.10 萬 | 0.00% | +350+31.8% | 加碼 |
| PEAK6 Investments LLC | 1,558 | $5.48 萬 | 0.00% | +728+87.7% | 加碼 |
| RFP Financial Group LLC | 1,692 | $5.95 萬 | 0.02% | +310+22.4% | 加碼 |
| Quarry LP | 1,847 | $6.49 萬 | 0.03% | +1,847 | 新進 |
| Farther Finance Advisors, LLC | 2,013 | $7.14 萬 | 0.00% | +165+8.9% | 加碼 |
| Asset Management One Co.,Ltd. | 2,367 | $8.32 萬 | 0.00% | +2,367 | 新進 |
| National Bank of Canada | 2,600 | $9.20 萬 | 0.00% | −50−1.9% | 減碼 |
| Avestar Capital, LLC | 2,700 | $9.49 萬 | 0.01% | +300+12.5% | 加碼 |
| Van Eck Associates Corp | 2,723 | $9.60 萬 | 0.00% | +1,423+109.5% | 加碼 |
| Ostrum Asset Management | 3,008 | $10.6 萬 | 0.01% | +1,390+85.9% | 加碼 |
| Natixis Investment Managers International | 3,106 | $10.9 萬 | 0.01% | +1,105+55.2% | 加碼 |
| NBC Securities, Inc. | 3,138 | $11.0 萬 | 0.01% | +2,500+391.8% | 加碼 |
| Rothschild Investment LLC | 3,377 | $11.9 萬 | 0.01% | +3,337+8,342.5% | 加碼 |
| Crewe Advisors LLC | 3,800 | $13.4 萬 | 0.01% | −400−9.5% | 減碼 |
| Quantbot Technologies LP | 4,430 | $15.6 萬 | 0.01% | +4,430 | 新進 |
| nVerses Capital, LLC | 4,500 | $15.8 萬 | 0.09% | +4,500 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 4,900 | $17.2 萬 | 0.05% | +2,921+147.6% | 加碼 |
| Sunbelt Securities, Inc. | 5,095 | $17.9 萬 | 0.02% | +4,875+2,215.9% | 加碼 |
| Armstrong Advisory Group, Inc | 5,303 | $18.6 萬 | 0.02% | +656+14.1% | 加碼 |
| Elite Wealth Management, Inc. | 5,932 | $20.9 萬 | 0.05% | −58−1.0% | 減碼 |
| Kestra Advisory Services, LLC | 5,934 | $20.9 萬 | 0.00% | −185−3.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 6,032 | $21.2 萬 | 0.00% | +5,434+908.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 6,100 | $21.4 萬 | 0.00% | +6,100 | 新進 |
| CI Private Wealth, LLC | 6,101 | $21.5 萬 | 0.00% | +751+14.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,309 | $22.2 萬 | 0.00% | +1,130+21.8% | 加碼 |
| Pathstone Holdings, LLC | 6,529 | $23.0 萬 | 0.00% | +508+8.4% | 加碼 |
| Atria Investments LLC | 6,673 | $23.5 萬 | 0.00% | +6,673 | 新進 |
| Lakeshore Financial Planning, Inc. | 6,730 | $23.7 萬 | 0.12% | +6,730 | 新進 |
| EntryPoint Capital, LLC | 7,158 | $25.2 萬 | 0.12% | +5,103+248.3% | 加碼 |
| Capstone Investment Advisors, LLC | 7,314 | $25.7 萬 | 0.01% | −66,344−90.1% | 減碼 |
| Vident Advisory, LLC | 7,417 | $26.1 萬 | 0.01% | +722+10.8% | 加碼 |
| Oppenheimer & Co Inc | 7,437 | $26.1 萬 | 0.00% | −707−8.7% | 減碼 |
| K2 Principal Fund, L.P. | 8,000 | $28.1 萬 | 0.06% | +3,000+60.0% | 加碼 |
| Integrated Wealth Concepts LLC | 8,275 | $29.1 萬 | 0.00% | +55+0.7% | 加碼 |
| Advisors Asset Management, Inc. | 8,325 | $29.3 萬 | 0.01% | +5,585+203.8% | 加碼 |
| Skylands Capital, LLC | 8,400 | $29.5 萬 | 0.04% | +8,400 | 新進 |
| Greenwood Capital Associates LLC | 8,600 | $30.2 萬 | 0.04% | +3,534+69.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 8,655 | $30.4 萬 | 0.00% | +679+8.5% | 加碼 |
| Avantax Advisory Services, Inc. | 8,837 | $31.1 萬 | 0.00% | −900−9.2% | 減碼 |
| Riverbridge Partners LLC | 9,296 | $32.7 萬 | 0.00% | +9,296 | 新進 |
| Handelsbanken Fonder AB | 9,300 | $32.7 萬 | 0.00% | −2,300−19.8% | 減碼 |
| XTX Topco Ltd | 9,412 | $33.1 萬 | 0.03% | −1,473−13.5% | 減碼 |
| Citigroup Inc | 9,765 | $34.3 萬 | 0.00% | +328+3.5% | 加碼 |