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 |
|---|---|---|---|---|---|
| First Dallas Securities Inc. | 20,100 | $70.7 萬 | 0.31% | +800+4.1% | 加碼 |
| AlphaCentric Advisors LLC | 20,000 | $70.3 萬 | 0.52% | −5,000−20.0% | 減碼 |
| Retirement Planning Co of New England, Inc. | 19,551 | $68.7 萬 | 0.37% | +2,786+16.6% | 加碼 |
| Engineers Gate Manager LP | 18,673 | $65.7 萬 | 0.01% | +185+1.0% | 加碼 |
| Amundi | 18,571 | $65.6 萬 | 0.00% | +6,762+57.3% | 加碼 |
| Essex Investment Management Co LLC | 18,504 | $65.1 萬 | 0.12% | −6,012−24.5% | 減碼 |
| Comerica Bank | 17,914 | $63.0 萬 | 0.00% | +1,273+7.6% | 加碼 |
| Janus Henderson Group PLC | 17,400 | $61.2 萬 | 0.00% | +9,151+110.9% | 加碼 |
| Stifel Financial Corp | 17,286 | $60.8 萬 | 0.00% | −8,059−31.8% | 減碼 |
| Pinnacle Associates Ltd | 16,115 | $56.7 萬 | 0.01% | 00.0% | 不變 |
| JPMorgan Chase & Co | 15,878 | $55.8 萬 | 0.00% | +5,146+48.0% | 加碼 |
| Western Wealth Management, LLC | 15,850 | $55.7 萬 | 0.04% | −1,300−7.6% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 15,808 | $55.6 萬 | 0.00% | −1,733−9.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 15,491 | $54.5 萬 | 0.00% | −553,086−97.3% | 減碼 |
| Lattice Capital Management, LLC | 15,500 | $54.5 萬 | 0.43% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 15,430 | $54.3 萬 | 0.10% | +15,430 | 新進 |
| AQR Capital Management LLC | 14,612 | $51.4 萬 | 0.00% | +14,612 | 新進 |
| Jump Financial, LLC | 14,561 | $51.2 萬 | 0.01% | +14,561 | 新進 |
| Centiva Capital, LP | 14,556 | $51.2 萬 | 0.02% | +14,556 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14,525 | $51.1 萬 | 0.00% | +590+4.2% | 加碼 |
| Entropy Technologies, LP | 14,486 | $50.9 萬 | 0.06% | +14,486 | 新進 |
| Quent Capital, LLC | 14,300 | $50.3 萬 | 0.06% | 00.0% | 不變 |
| State of Wisconsin Investment Board | 13,940 | $49.0 萬 | 0.00% | −8,921−39.0% | 減碼 |
| Advisor Group Holdings, Inc. | 13,685 | $48.1 萬 | 0.00% | −1,138−7.7% | 減碼 |
| US Bancorp | 13,590 | $47.8 萬 | 0.00% | +95+0.7% | 加碼 |
| Point72 Asset Management, L.P. | 13,398 | $47.1 萬 | 0.00% | +6,166+85.3% | 加碼 |
| Virtu Financial LLC | 13,050 | $45.9 萬 | 0.03% | −4,066−23.8% | 減碼 |
| Kovitz Investment Group Partners, LLC | 12,686 | $44.6 萬 | 0.00% | +12,686 | 新進 |
| M&T Bank Corp | 12,635 | $44.4 萬 | 0.00% | +7,508+146.4% | 加碼 |
| National Philanthropic Trust | 11,900 | $41.8 萬 | 0.01% | −7,600−39.0% | 減碼 |
| The PNC Financial Services Group, Inc. | 11,557 | $40.6 萬 | 0.00% | −75−0.6% | 減碼 |
| MML Investors Services, LLC | 11,436 | $40.2 萬 | 0.00% | +2,048+21.8% | 加碼 |
| Concentric Capital Strategies, LP | 11,356 | $39.9 萬 | 0.02% | +802+7.6% | 加碼 |
| Parallax Volatility Advisers, L.P. | 11,050 | $38.9 萬 | 0.01% | +11,050 | 新進 |
| Nebula Research & Development LLC | 10,436 | $36.7 萬 | 0.06% | +10,436 | 新進 |
| Leonteq Securities AG | 10,357 | $36.4 萬 | 0.05% | +4,056+64.4% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 10,041 | $35.3 萬 | 0.01% | +2,260+29.0% | 加碼 |
| Levin Capital Strategies, L.P. | 10,000 | $35.2 萬 | 0.04% | +10,000 | 新進 |
| Jade Capital Advisors, LLC | 10,000 | $35.2 萬 | 0.25% | +10,000 | 新進 |
| Arizona State Retirement System | 9,863 | $34.7 萬 | 0.00% | +5,261+114.3% | 加碼 |
| Citigroup Inc | 9,765 | $34.3 萬 | 0.00% | +328+3.5% | 加碼 |
| XTX Topco Ltd | 9,412 | $33.1 萬 | 0.03% | −1,473−13.5% | 減碼 |
| Handelsbanken Fonder AB | 9,300 | $32.7 萬 | 0.00% | −2,300−19.8% | 減碼 |
| Riverbridge Partners LLC | 9,296 | $32.7 萬 | 0.00% | +9,296 | 新進 |
| Avantax Advisory Services, Inc. | 8,837 | $31.1 萬 | 0.00% | −900−9.2% | 減碼 |
| Manufacturers Life Insurance Company, The | 8,655 | $30.4 萬 | 0.00% | +679+8.5% | 加碼 |
| Greenwood Capital Associates LLC | 8,600 | $30.2 萬 | 0.04% | +3,534+69.8% | 加碼 |
| Skylands Capital, LLC | 8,400 | $29.5 萬 | 0.04% | +8,400 | 新進 |
| Advisors Asset Management, Inc. | 8,325 | $29.3 萬 | 0.01% | +5,585+203.8% | 加碼 |
| Integrated Wealth Concepts LLC | 8,275 | $29.1 萬 | 0.00% | +55+0.7% | 加碼 |
| K2 Principal Fund, L.P. | 8,000 | $28.1 萬 | 0.06% | +3,000+60.0% | 加碼 |
| Oppenheimer & Co Inc | 7,437 | $26.1 萬 | 0.00% | −707−8.7% | 減碼 |
| Vident Advisory, LLC | 7,417 | $26.1 萬 | 0.01% | +722+10.8% | 加碼 |
| Capstone Investment Advisors, LLC | 7,314 | $25.7 萬 | 0.01% | −66,344−90.1% | 減碼 |
| EntryPoint Capital, LLC | 7,158 | $25.2 萬 | 0.12% | +5,103+248.3% | 加碼 |
| Lakeshore Financial Planning, Inc. | 6,730 | $23.7 萬 | 0.12% | +6,730 | 新進 |
| Atria Investments LLC | 6,673 | $23.5 萬 | 0.00% | +6,673 | 新進 |
| Pathstone Holdings, LLC | 6,529 | $23.0 萬 | 0.00% | +508+8.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,309 | $22.2 萬 | 0.00% | +1,130+21.8% | 加碼 |
| CI Private Wealth, LLC | 6,101 | $21.5 萬 | 0.00% | +751+14.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 6,100 | $21.4 萬 | 0.00% | +6,100 | 新進 |
| Tower Research Capital LLC (TRC) | 6,032 | $21.2 萬 | 0.00% | +5,434+908.7% | 加碼 |
| Kestra Advisory Services, LLC | 5,934 | $20.9 萬 | 0.00% | −185−3.0% | 減碼 |
| Elite Wealth Management, Inc. | 5,932 | $20.9 萬 | 0.05% | −58−1.0% | 減碼 |
| Armstrong Advisory Group, Inc | 5,303 | $18.6 萬 | 0.02% | +656+14.1% | 加碼 |
| Sunbelt Securities, Inc. | 5,095 | $17.9 萬 | 0.02% | +4,875+2,215.9% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 4,900 | $17.2 萬 | 0.05% | +2,921+147.6% | 加碼 |
| nVerses Capital, LLC | 4,500 | $15.8 萬 | 0.09% | +4,500 | 新進 |
| Quantbot Technologies LP | 4,430 | $15.6 萬 | 0.01% | +4,430 | 新進 |
| Crewe Advisors LLC | 3,800 | $13.4 萬 | 0.01% | −400−9.5% | 減碼 |
| Rothschild Investment LLC | 3,377 | $11.9 萬 | 0.01% | +3,337+8,342.5% | 加碼 |
| NBC Securities, Inc. | 3,138 | $11.0 萬 | 0.01% | +2,500+391.8% | 加碼 |
| Natixis Investment Managers International | 3,106 | $10.9 萬 | 0.01% | +1,105+55.2% | 加碼 |
| Ostrum Asset Management | 3,008 | $10.6 萬 | 0.01% | +1,390+85.9% | 加碼 |
| Van Eck Associates Corp | 2,723 | $9.60 萬 | 0.00% | +1,423+109.5% | 加碼 |
| Avestar Capital, LLC | 2,700 | $9.49 萬 | 0.01% | +300+12.5% | 加碼 |
| National Bank of Canada | 2,600 | $9.20 萬 | 0.00% | −50−1.9% | 減碼 |
| Asset Management One Co.,Ltd. | 2,367 | $8.32 萬 | 0.00% | +2,367 | 新進 |
| Farther Finance Advisors, LLC | 2,013 | $7.14 萬 | 0.00% | +165+8.9% | 加碼 |
| Quarry LP | 1,847 | $6.49 萬 | 0.03% | +1,847 | 新進 |
| RFP Financial Group LLC | 1,692 | $5.95 萬 | 0.02% | +310+22.4% | 加碼 |
| PEAK6 Investments LLC | 1,558 | $5.48 萬 | 0.00% | +728+87.7% | 加碼 |
| Clearstead Advisors, LLC | 1,450 | $5.10 萬 | 0.00% | +350+31.8% | 加碼 |
| Jones Financial Companies LLLP | 1,249 | $4.39 萬 | 0.00% | +1,249 | 新進 |
| Carolinas Wealth Consulting LLC | 1,207 | $4.24 萬 | 0.01% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 1,200 | $4.20 萬 | 0.02% | 00.0% | 不變 |
| Strengthening Families & Communities, LLC | 1,165 | $4.10 萬 | 0.01% | +1,165 | 新進 |
| TFC Financial Management | 1,151 | $4.05 萬 | 0.01% | 00.0% | 不變 |
| Ramirez Asset Management, Inc. | 1,100 | $3.87 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,081 | $3.80 萬 | 0.00% | +25+2.4% | 加碼 |
| Walleye Capital LLC | 1,064 | $3.74 萬 | 0.00% | +606+132.3% | 加碼 |
| 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 |
| Deutsche Bank AG | 957 | $3.36 萬 | 0.00% | −473−33.1% | 減碼 |
| KBC Group NV | 910 | $3.20 萬 | 0.00% | +910 | 新進 |
| RiverPark Advisors, LLC | 823 | $2.89 萬 | 0.02% | 00.0% | 不變 |
| Barclays PLC | 775 | $2.72 萬 | 0.00% | −112,292−99.3% | 減碼 |
| Hanson & Doremus Investment Management | 576 | $2.00 萬 | 0.00% | +76+15.2% | 加碼 |
| CoreCap Advisors, LLC | 541 | $1.90 萬 | 0.00% | −3,150−85.3% | 減碼 |