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 4 季 13F 持有人
Symbotic Inc. 在 2024/12/31 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
- 222
- 較 2024 年第 3 季 +12 家
- 持有股數
- 1.03 億
- 較 2024 年第 3 季 +1,507 萬 (+17.2%)
- 總市值
- $24.3 億
- 較 2024 年第 3 季 +$2.96 億 (+13.9%)
- 新進機構
- 63
- 另有 59 家加碼
- 清倉機構
- 51
- 另有 62 家減碼
另有 4 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Softbank Group Corp | 39,825,312 | $9.44 億 | 4.04% | 00.0% | 不變 |
| Walmart Inc. | 15,000,000 | $3.56 億 | 97.17% | +15,000,000 | 新進 |
| Baillie Gifford & Co | 13,904,789 | $3.30 億 | 0.25% | −166,210−1.2% | 減碼 |
| SVF Sponsor III (DE) LLC | 9,090,000 | $2.16 億 | 100.00% | 00.0% | 不變 |
| Vanguard Group Inc | 4,970,292 | $1.18 億 | 0.00% | +1,452,627+41.3% | 加碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 1,156,364 | $2,747 萬 | 0.06% | −48,257−4.0% | 減碼 |
| UBS Group AG | 978,517 | $2,320 萬 | 0.01% | +833,955+576.9% | 加碼 |
| FMR LLC | 968,156 | $2,295 萬 | 0.00% | −97,073−9.1% | 減碼 |
| BlackRock, Inc. | 930,293 | $2,206 萬 | 0.00% | +144,740+18.4% | 加碼 |
| Raymond James Financial Inc | 875,306 | $2,075 萬 | 0.01% | +875,306 | 新進 |
| Morgan Stanley | 867,207 | $2,056 萬 | 0.00% | +162,880+23.1% | 加碼 |
| Thematics Asset Management | 754,862 | $1,790 萬 | 0.78% | −293,308−28.0% | 減碼 |
| Zevenbergen Capital Investments LLC | 733,436 | $1,739 萬 | 0.35% | −54,656−6.9% | 減碼 |
| Invesco Ltd. | 727,890 | $1,726 萬 | 0.00% | +149,918+25.9% | 加碼 |
| Frontier Capital Management Co LLC | 620,966 | $1,472 萬 | 0.14% | −566,634−47.7% | 減碼 |
| TCW Group Inc | 582,955 | $1,382 萬 | 0.12% | +198,681+51.7% | 加碼 |
| Exchange Traded Concepts, LLC | 576,666 | $1,367 萬 | 0.28% | −297,321−34.0% | 減碼 |
| Geode Capital Management, LLC | 505,114 | $1,198 萬 | 0.00% | +1,356+0.3% | 加碼 |
| S Squared Technology, LLC | 450,000 | $1,067 萬 | 4.43% | 00.0% | 不變 |
| BNP Paribas Arbitrage, SA | 449,694 | $1,066 萬 | 0.01% | +449,694 | 新進 |
| Legal & General Group Plc | 420,147 | $996.2 萬 | 0.00% | −192,898−31.5% | 減碼 |
| AXA S.A. | 367,486 | $871.3 萬 | 0.03% | −8,548−2.3% | 減碼 |
| First Trust Advisors LP | 357,262 | $847.1 萬 | 0.01% | −254,515−41.6% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 356,079 | $844.3 萬 | 0.02% | −12,225−3.3% | 減碼 |
| Citadel Advisors LLC | 329,924 | $782.2 萬 | 0.01% | +225,544+216.1% | 加碼 |
| Two Sigma Investments, LP | 321,622 | $762.6 萬 | 0.02% | +66,755+26.2% | 加碼 |
| State Street Corp | 305,223 | $723.7 萬 | 0.00% | −14,012−4.4% | 減碼 |
| Bank of America Corp | 285,193 | $676.2 萬 | 0.00% | −246,822−46.4% | 減碼 |
| Hodges Capital Management Inc. | 273,841 | $649.2 萬 | 0.39% | +20,111+7.9% | 加碼 |
| National Bank of Canada | 260,264 | $617.1 萬 | 0.01% | +256,707+7,217.0% | 加碼 |
| Capital Fund Management S.A. | 246,572 | $584.6 萬 | 0.06% | +103,216+72.0% | 加碼 |
| Hood River Capital Management LLC | 240,571 | $570.4 萬 | 0.08% | +240,571 | 新進 |
| Charles Schwab Investment Management Inc | 230,996 | $547.7 萬 | 0.00% | +11,922+5.4% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 190,067 | $450.6 萬 | 0.04% | +190,067 | 新進 |
| Divisadero Street Capital Management, LP | 187,317 | $444.1 萬 | 0.56% | +187,317 | 新進 |
| Goldman Sachs Group Inc | 184,106 | $436.5 萬 | 0.00% | −500,308−73.1% | 減碼 |
| Janus Henderson Group PLC | 179,516 | $425.6 萬 | 0.00% | +162,116+931.7% | 加碼 |
| Toroso Investments, LLC | 174,672 | $414.1 萬 | 0.03% | +174,672 | 新進 |
| Twin Tree Management, LP | 155,729 | $369.2 萬 | 0.09% | +28,452+22.4% | 加碼 |
| Sculptor Capital LP | 132,200 | $313.4 萬 | 0.05% | 00.0% | 不變 |
| Wells Fargo & Company | 123,621 | $293.1 萬 | 0.00% | −13,620−9.9% | 減碼 |
| Northern Trust Corp | 110,148 | $261.2 萬 | 0.00% | +21,077+23.7% | 加碼 |
| Register Financial Advisors LLC | 109,417 | $259.4 萬 | 1.30% | −16,555−13.1% | 減碼 |
| Point72 Asset Management, L.P. | 94,957 | $225.1 萬 | 0.01% | +94,957 | 新進 |
| Bourne Lent Asset Management Inc | 87,210 | $206.8 萬 | 0.79% | +22,500+34.8% | 加碼 |
| Jane Street Group, LLC | 85,077 | $201.7 萬 | 0.00% | +67,089+373.0% | 加碼 |
| Taylor Frigon Capital Management LLC | 83,233 | $197.3 萬 | 1.00% | +13,104+18.7% | 加碼 |
| Group One Trading, L.P. | 83,065 | $196.9 萬 | 0.07% | −1,576−1.9% | 減碼 |
| Swiss National Bank | 81,700 | $193.7 萬 | 0.00% | +1,900+2.4% | 加碼 |
| UBS Asset Management Americas Inc | 73,801 | $175.0 萬 | 0.00% | +15,394+26.4% | 加碼 |
| Tanaka Capital Management Inc | 72,688 | $172.3 萬 | 3.94% | +29,596+68.7% | 加碼 |
| Hunter Associates Investment Management LLC | 67,413 | $159.9 萬 | 0.24% | +4,320+6.8% | 加碼 |
| Royal Bank of Canada | 65,889 | $156.2 萬 | 0.00% | −28,473−30.2% | 減碼 |
| Sanctuary Advisors, LLC | 48,692 | $145.2 萬 | 0.01% | +6,495+15.4% | 加碼 |
| Blair William & Co | 61,091 | $144.8 萬 | 0.00% | −1,375−2.2% | 減碼 |
| Baird Financial Group, Inc. | 58,340 | $138.3 萬 | 0.00% | −12,950−18.2% | 減碼 |
| SEI Investments Co | 58,335 | $138.3 萬 | 0.00% | +58,335 | 新進 |
| Robocap Asset Management Ltd | 57,680 | $136.8 萬 | 0.92% | +57,680 | 新進 |
| Ensign Peak Advisors, Inc | 57,507 | $136.3 萬 | 0.00% | −149,983−72.3% | 減碼 |
| Danske Bank A/S | 55,734 | $132.1 萬 | 0.00% | +55,734 | 新進 |
| Headlands Technologies LLC | 53,032 | $125.7 萬 | 0.13% | +53,032 | 新進 |
| Amundi | 47,199 | $124.8 萬 | 0.00% | +10,895+30.0% | 加碼 |
| Dimensional Fund Advisors LP | 49,781 | $118.1 萬 | 0.00% | −11,404−18.6% | 減碼 |
| Marathon Capital Management | 49,580 | $117.6 萬 | 0.29% | +9,850+24.8% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 49,114 | $116.4 萬 | 0.29% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 48,672 | $115.4 萬 | 0.00% | +619+1.3% | 加碼 |
| PDT Partners, LLC | 47,540 | $112.7 萬 | 0.10% | +47,540 | 新進 |
| Next Century Growth Investors LLC | 45,582 | $108.1 萬 | 0.08% | −107,343−70.2% | 減碼 |
| Bank of New York Mellon Corp | 44,607 | $105.8 萬 | 0.00% | −18,411−29.2% | 減碼 |
| Bouvel Investment Partners, LLC | 44,539 | $105.6 萬 | 0.38% | +44,539 | 新進 |
| Susquehanna Fundamental Investments, LLC | 44,432 | $105.3 萬 | 0.02% | +44,432 | 新進 |
| LPL Financial LLC | 43,167 | $102.3 萬 | 0.00% | +10,341+31.5% | 加碼 |
| Ameriprise Financial Inc | 41,930 | $99.4 萬 | 0.00% | −57,932−58.0% | 減碼 |
| Main Management ETF Advisors, LLC | 41,296 | $97.9 萬 | 0.04% | −3,712−8.2% | 減碼 |
| 180 Wealth Advisors, LLC | 38,621 | $91.6 萬 | 0.14% | +2,063+5.6% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 35,255 | $85.9 萬 | 0.34% | −146,968−80.7% | 減碼 |
| Balyasny Asset Management LLC | 36,048 | $85.5 萬 | 0.00% | −332,140−90.2% | 減碼 |
| Allianz SE | 35,072 | $85.4 萬 | 0.02% | +35,072 | 新進 |
| Virtu Financial LLC | 35,889 | $85.1 萬 | 0.05% | +35,889 | 新進 |
| California State Teachers Retirement System | 35,783 | $84.8 萬 | 0.00% | +101+0.3% | 加碼 |
| Natixis | 34,906 | $82.8 萬 | 0.01% | +34,906 | 新進 |
| Capital Market Strategies LLC | 33,805 | $80.2 萬 | 0.46% | +33,805 | 新進 |
| Littlejohn Financial Services, Inc. | 33,067 | $78.4 萬 | 0.70% | +33,067 | 新進 |
| DDD Partners, LLC | 28,982 | $68.7 萬 | 0.08% | −2,392−7.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 28,381 | $67.3 萬 | 0.01% | −807−2.8% | 減碼 |
| Retirement Planning Co of New England, Inc. | 27,328 | $64.8 萬 | 0.31% | −1,363−4.8% | 減碼 |
| HighTower Advisors, LLC | 26,371 | $62.5 萬 | 0.00% | +3,033+13.0% | 加碼 |
| Advisors Asset Management, Inc. | 25,802 | $61.2 萬 | 0.01% | +14,933+137.4% | 加碼 |
| HSBC Holdings PLC | 25,074 | $60.1 萬 | 0.00% | +25,074 | 新進 |
| Alberta Investment Management Corp | 24,700 | $58.6 萬 | 0.00% | +24,700 | 新進 |
| Cetera Investment Advisers | 24,621 | $58.4 萬 | 0.00% | +1,332+5.7% | 加碼 |
| SG Americas Securities, LLC | 23,585 | $55.9 萬 | 0.00% | +23,585 | 新進 |
| Leonteq Securities AG | 22,319 | $52.9 萬 | 0.05% | +6,577+41.8% | 加碼 |
| Engineers Gate Manager LP | 21,674 | $51.4 萬 | 0.01% | +11,968+123.3% | 加碼 |
| Walleye Capital LLC | 21,615 | $51.2 萬 | 0.00% | +21,615 | 新進 |
| Millennium Management LLC | 21,168 | $50.2 萬 | 0.00% | −286,188−93.1% | 減碼 |
| Advisor Group Holdings, Inc. | 20,877 | $49.4 萬 | 0.00% | +8,257+65.4% | 加碼 |
| Twinbeech Capital LP | 20,256 | $48.0 萬 | 0.01% | +20,256 | 新進 |
| AlphaCentric Advisors LLC | 20,000 | $47.4 萬 | 0.47% | −5,000−20.0% | 減碼 |
| Verition Fund Management LLC | 19,197 | $45.5 萬 | 0.00% | −13,932−42.1% | 減碼 |