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 3 季 13F 持有人
Symbotic Inc. 在 2024/9/30 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
- 214
- 較 2024 年第 2 季 −24 家
- 持有股數
- 8,836 萬
- 較 2024 年第 2 季 +680.9 萬 (+8.3%)
- 總市值
- $21.6 億
- 較 2024 年第 2 季 −$7.10 億 (−24.8%)
- 新進機構
- 43
- 另有 84 家加碼
- 清倉機構
- 67
- 另有 49 家減碼
另有 2 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Western Wealth Management, LLC | 15,550 | $37.9 萬 | 0.02% | −300−1.9% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 14,513 | $37.0 萬 | 0.00% | −978−6.3% | 減碼 |
| Quent Capital, LLC | 14,300 | $36.5 萬 | 0.04% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 14,805 | $36.1 萬 | 0.00% | +280+1.9% | 加碼 |
| M&T Bank Corp | 14,650 | $35.7 萬 | 0.00% | +2,015+15.9% | 加碼 |
| Entropy Technologies, LP | 14,197 | $34.6 萬 | 0.04% | −289−2.0% | 減碼 |
| State of Wisconsin Investment Board | 13,940 | $34.0 萬 | 0.00% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 13,330 | $32.5 萬 | 0.03% | +8,235+161.6% | 加碼 |
| Oppenheimer & Co Inc | 13,131 | $32.0 萬 | 0.00% | +5,694+76.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 12,759 | $31.1 萬 | 0.00% | −3,049−19.3% | 減碼 |
| Arete Wealth Advisors, LLC | 12,750 | $31.1 萬 | 0.03% | +12,750 | 新進 |
| Citigroup Inc | 12,635 | $30.8 萬 | 0.00% | +2,870+29.4% | 加碼 |
| Advisor Group Holdings, Inc. | 12,620 | $30.8 萬 | 0.00% | −1,065−7.8% | 減碼 |
| National Philanthropic Trust | 11,900 | $29.0 萬 | 0.01% | 00.0% | 不變 |
| Trexquant Investment LP | 11,873 | $29.0 萬 | 0.00% | −87,431−88.0% | 減碼 |
| Arizona State Retirement System | 11,768 | $28.7 萬 | 0.00% | +1,905+19.3% | 加碼 |
| Wolverine Trading, LLC | 11,183 | $28.5 萬 | 0.01% | +11,183 | 新進 |
| Omers Administration Corp | 11,600 | $28.3 萬 | 0.00% | +11,600 | 新進 |
| Scientech Research LLC | 11,290 | $27.5 萬 | 0.05% | +11,290 | 新進 |
| Clear Creek Financial Management, LLC | 11,200 | $27.3 萬 | 0.03% | +11,200 | 新進 |
| US Bancorp | 11,104 | $27.1 萬 | 0.00% | −2,486−18.3% | 減碼 |
| Atria Investments LLC | 10,950 | $26.7 萬 | 0.00% | +4,277+64.1% | 加碼 |
| Captrust Financial Advisors | 10,919 | $26.6 萬 | 0.00% | −41,667−79.2% | 減碼 |
| Advisors Asset Management, Inc. | 10,869 | $26.5 萬 | 0.00% | +2,544+30.6% | 加碼 |
| MML Investors Services, LLC | 10,292 | $25.1 萬 | 0.00% | −1,144−10.0% | 減碼 |
| Stifel Financial Corp | 10,186 | $24.8 萬 | 0.00% | −7,100−41.1% | 減碼 |
| L & S Advisors Inc | 10,080 | $24.6 萬 | 0.03% | +10,080 | 新進 |
| Lattice Capital Management, LLC | 10,000 | $24.4 萬 | 0.22% | −5,500−35.5% | 減碼 |
| Levin Capital Strategies, L.P. | 10,000 | $24.4 萬 | 0.02% | 00.0% | 不變 |
| K2 Principal Fund, L.P. | 10,000 | $24.4 萬 | 0.04% | +2,000+25.0% | 加碼 |
| Engineers Gate Manager LP | 9,706 | $23.7 萬 | 0.00% | −8,967−48.0% | 減碼 |
| Barclays PLC | 9,346 | $22.8 萬 | 0.00% | +8,571+1,105.9% | 加碼 |
| Handelsbanken Fonder AB | 9,300 | $22.7 萬 | 0.00% | 00.0% | 不變 |
| Riverbridge Partners LLC | 9,296 | $22.7 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 9,103 | $22.2 萬 | 0.00% | +9,103 | 新進 |
| Pathstone Holdings, LLC | 9,011 | $22.0 萬 | 0.00% | +2,482+38.0% | 加碼 |
| Quadrature Capital Ltd | 8,968 | $21.9 萬 | 0.00% | +8,968 | 新進 |
| Greenwood Capital Associates LLC | 8,316 | $20.3 萬 | 0.03% | −284−3.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,309 | $15.4 萬 | 0.00% | 00.0% | 不變 |
| nVerses Capital, LLC | 5,900 | $14.4 萬 | 0.07% | +1,400+31.1% | 加碼 |
| Armstrong Advisory Group, Inc | 5,303 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| Annis Gardner Whiting Capital Advisors, LLC | 4,900 | $11.9 萬 | 0.03% | 00.0% | 不變 |
| Natixis Investment Managers International | 4,576 | $11.2 萬 | 0.01% | +1,470+47.3% | 加碼 |
| Van Eck Associates Corp | 3,497 | $9.90 萬 | 0.00% | +774+28.4% | 加碼 |
| National Bank of Canada | 3,557 | $8.68 萬 | 0.00% | +957+36.8% | 加碼 |
| Quarry LP | 3,508 | $8.56 萬 | 0.03% | +1,661+89.9% | 加碼 |
| Rothschild Investment LLC | 3,357 | $8.19 萬 | 0.01% | −20−0.6% | 減碼 |
| Ostrum Asset Management | 3,008 | $7.34 萬 | 0.01% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 2,616 | $6.38 萬 | 0.00% | +1,166+80.4% | 加碼 |
| Tower Research Capital LLC (TRC) | 2,548 | $6.21 萬 | 0.00% | −3,484−57.8% | 減碼 |
| Quest Partners LLC | 2,523 | $6.15 萬 | 0.01% | +2,510+19,307.7% | 加碼 |
| RiverPark Advisors, LLC | 2,034 | $4.96 萬 | 0.04% | +1,211+147.1% | 加碼 |
| Arcadia Investment Management Corp | 2,000 | $4.88 萬 | 0.01% | +2,000 | 新進 |
| Crewe Advisors LLC | 1,913 | $4.67 萬 | 0.01% | −1,887−49.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 1,856 | $4.53 萬 | 0.00% | +1,566+540.0% | 加碼 |
| Rhumbline Advisers | 1,769 | $4.31 萬 | 0.00% | +1,475+501.7% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,557 | $3.80 萬 | 0.00% | −10,000−86.5% | 減碼 |
| Castleview Partners, LLC | 1,500 | $3.66 萬 | 0.02% | +500+50.0% | 加碼 |
| Farther Finance Advisors, LLC | 1,221 | $2.98 萬 | 0.00% | −792−39.3% | 減碼 |
| Carolinas Wealth Consulting LLC | 1,207 | $2.94 萬 | 0.01% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,190 | $2.90 萬 | 0.00% | +649+120.0% | 加碼 |
| Centerpoint Advisors, LLC | 1,200 | $2.90 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,081 | $2.64 萬 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 1,088 | $2.60 萬 | 0.00% | −2,050−65.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 1,056 | $2.58 萬 | 0.00% | +1,056 | 新進 |
| Jones Financial Companies LLLP | 967 | $2.47 萬 | 0.00% | −282−22.6% | 減碼 |
| Providence Capital Advisors, LLC | 1,000 | $2.44 萬 | 0.00% | 00.0% | 不變 |
| Pingora Partners LLC | 1,000 | $2.44 萬 | 0.02% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 1,004 | $2.40 萬 | 0.01% | +1,004 | 新進 |
| IFP Advisors, Inc | 865 | $2.11 萬 | 0.00% | +865 | 新進 |
| Newbridge Financial Services Group, Inc. | 800 | $1.95 萬 | 0.01% | +800 | 新進 |
| CWM, LLC | 725 | $1.80 萬 | 0.00% | +434+149.1% | 加碼 |
| Hanson & Doremus Investment Management | 576 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 479 | $1.17 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 418 | $1.02 萬 | 0.00% | −539−56.3% | 減碼 |
| GWM Advisors LLC | 412 | $1.00 萬 | 0.00% | −24−5.5% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 411 | $1.00 萬 | 0.00% | +411 | 新進 |
| Ramirez Asset Management, Inc. | 400 | $9,756 | 0.00% | −700−63.6% | 減碼 |
| Mechanics Financial Corp | 400 | $9,756 | 0.00% | +400 | 新進 |
| Rakuten Securities, Inc. | 328 | $8,000 | 0.00% | +27+9.0% | 加碼 |
| TFC Financial Management | 314 | $7,659 | 0.00% | −837−72.7% | 減碼 |
| First Personal Financial Services | 310 | $7,561 | 0.00% | 00.0% | 不變 |
| Financial Freedom, LLC | 254 | $6,195 | 0.00% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 204 | $4,982 | 0.00% | +204 | 新進 |
| Trust Co of Vermont | 200 | $4,878 | 0.00% | 00.0% | 不變 |
| Stone House Investment Management, LLC | 195 | $4,756 | 0.00% | +195 | 新進 |
| Wolff Wiese Magana LLC | 191 | $4,659 | 0.00% | −150−44.0% | 減碼 |
| Darwin Advisors, LLC | 125 | $3,049 | 0.00% | +125 | 新進 |
| First Horizon Advisors, Inc. | 112 | $2,731 | 0.00% | 00.0% | 不變 |
| Fairscale Capital, LLC | 101 | $2,463 | 0.00% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 100 | $2,439 | 0.00% | 00.0% | 不變 |
| Insight Financial Services | 100 | $2,439 | 0.00% | 00.0% | 不變 |
| FSC Wealth Advisors, LLC | 100 | $2,439 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 100 | $2,439 | 0.00% | +100 | 新進 |
| Pacer Advisors, Inc. | 86 | $2,098 | 0.00% | +20+30.3% | 加碼 |
| Ci Investments Inc. | 66 | $2,000 | 0.00% | +1+1.5% | 加碼 |
| Harbour Investments, Inc. | 72 | $1,756 | 0.00% | +39+118.2% | 加碼 |
| Principal Securities, Inc. | 69 | $1,683 | 0.00% | 00.0% | 不變 |
| Clear Point Advisors Inc. | 51 | $1,244 | 0.00% | −39−43.3% | 減碼 |
| NVWM, LLC | 50 | $1,220 | 0.00% | 00.0% | 不變 |