Symbotic Inc.

SYM

交易所: Nasdaq
產業: General Industrial Machinery & Equipment, NEC
SEC CIK: 0001837240

SEC 申報列表（在新分頁開啟）

近 90 天，Symbotic Inc. 內部人申報 0 筆公開市場買進、12 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 季與 2024 年第 3 季比較

持有 Symbotic Inc. 的機構從 2024 年第 3 季到 2024 年第 4 季的變化。

2024 年第 4 季全部持有人 2024 年第 3 季全部持有人

SYM 的 13F 持有人：2024 年第 3 季與 2024 年第 4 季比較
項目	2024 年第 3 季	其中尚未申報 2024 年第 4 季	2024 年第 4 季	變化
持有家數	214	4	222	+12
股數	8,836 萬	83.8 萬	1.03 億	+1,507 萬 (+17.2%)
市值	$21.6 億	$2,043 萬	$24.3 億	+$2.96 億 (+13.9%)

4 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季：沒申報不算清倉，所以變化不計入它們。

新進機構（63 家）

2024 年第 4 季季末持有 Symbotic Inc.、2024 年第 3 季季末沒有持有的機構。

2024 年第 4 季新進 SYM 的機構
機構	股數	市值	佔組合 %
Walmart Inc.	15,000,000	$3.56 億	97.17%
Raymond James Financial Inc	875,306	$2,075 萬	0.01%
BNP Paribas Arbitrage, SA	449,694	$1,066 萬	0.01%
Hood River Capital Management LLC	240,571	$570.4 萬	0.08%
ARK Investment Management LLC大師方舟投資	190,067	$450.6 萬	0.04%
Divisadero Street Capital Management, LP	187,317	$444.1 萬	0.56%
Toroso Investments, LLC	174,672	$414.1 萬	0.03%
Point72 Asset Management, L.P.	94,957	$225.1 萬	0.01%
SEI Investments Co	58,335	$138.3 萬	0.00%
Robocap Asset Management Ltd	57,680	$136.8 萬	0.92%
Danske Bank A/S	55,734	$132.1 萬	0.00%
Headlands Technologies LLC	53,032	$125.7 萬	0.13%
PDT Partners, LLC	47,540	$112.7 萬	0.10%
Bouvel Investment Partners, LLC	44,539	$105.6 萬	0.38%
Susquehanna Fundamental Investments, LLC	44,432	$105.3 萬	0.02%
Allianz SE	35,072	$85.4 萬	0.02%
Virtu Financial LLC	35,889	$85.1 萬	0.05%
Natixis	34,906	$82.8 萬	0.01%
Capital Market Strategies LLC	33,805	$80.2 萬	0.46%
Littlejohn Financial Services, Inc.	33,067	$78.4 萬	0.70%
HSBC Holdings PLC	25,074	$60.1 萬	0.00%
Alberta Investment Management Corp	24,700	$58.6 萬	0.00%
SG Americas Securities, LLC	23,585	$55.9 萬	0.00%
Walleye Capital LLC	21,615	$51.2 萬	0.00%
Twinbeech Capital LP	20,256	$48.0 萬	0.01%
Congress Wealth Management LLC	15,000	$35.6 萬	0.00%
Greenwood Gearhart Inc	14,217	$33.7 萬	0.02%
Intergy Private Wealth, LLC	13,094	$31.0 萬	0.12%
Spire Wealth Management	12,584	$29.8 萬	0.01%
Bridgefront Capital, LLC	10,032	$23.8 萬	0.08%
Bayesian Capital Management, LP	9,200	$21.8 萬	0.03%
Grove Street Fiduciary, LLC	8,445	$20.0 萬	0.11%
KLP Kapitalforvaltning AS	8,200	$19.4 萬	0.00%
SBI Securities Co., Ltd.	6,491	$15.4 萬	0.00%
MCF Advisors LLC	3,564	$8.45 萬	0.01%
Private Trust Co NA	2,000	$4.74 萬	0.00%
Pilgrim Partners Asia Pte Ltd	1,980	$4.69 萬	0.04%
Concord Wealth Partners	785	$1.86 萬	0.00%
Rocky Mountain Advisers, LLC	650	$1.54 萬	0.00%
IMG Wealth Management, Inc.	630	$1.49 萬	0.01%
SRS Capital Advisors, Inc.	300	$7,113	0.00%
New Wave Wealth Advisors LLC	225	$5,335	0.00%
Atlantic Trust, LLC	173	$4,102	0.00%
Geneos Wealth Management Inc.	128	$3,035	0.00%
Rialto Wealth Management, LLC	120	$2,846	0.00%
R Squared Ltd	120	$2,845	0.00%
Beacon Capital Management, LLC	113	$2,679	0.00%
Caitong International Asset Management Co., Ltd	111	$2,632	0.00%
GPS Wealth Strategies Group, LLC	100	$2,372	0.00%
Murphy & Mullick Capital Management Corp	100	$2,371	0.00%
Allworth Financial LP	65	$2,164	0.00%
GAMMA Investing LLC	74	$1,755	0.00%
Bullock Wealth Management Group	63	$1,494	0.00%
MAI Capital Management	60	$1,423	0.00%
Ameriflex Group, Inc.	44	$1,291	0.00%
EverSource Wealth Advisors, LLC	33	$783	0.00%
Hexagon Capital Partners LLC	31	$735	0.00%
WR Wealth Planners, LLC	25	$593	0.00%
Van Hulzen Asset Management, LLC	20	$475	0.00%
Decker Retirement Planning Inc.	20	$474	0.00%
Plante Moran Financial Advisors, LLC	17	$403	0.00%
Synergy Financial Management, LLC	10	$244	0.00%
Skopos Labs, Inc.	1	$24	0.00%

清倉機構（51 家）

2024 年第 3 季季末持有 Symbotic Inc.、2024 年第 4 季有申報但已經沒有持有的機構。

2024 年第 4 季清倉 SYM 的機構
機構	2024 年第 3 季股數	2024 年第 3 季市值
Norges Bank	750,000	$1,829 萬
Voloridge Investment Management, LLC	558,308	$1,362 萬
Adage Capital Partners GP, L.L.C.	415,000	$1,012 萬
Voya Investment Management LLC	185,414	$452.2 萬
Jump Financial, LLC	140,902	$343.7 萬
Alyeska Investment Group, L.P.	128,217	$312.7 萬
International Assets Investment Management, LLC	63,658	$261.0 萬
Canada Pension Plan Investment Board	80,800	$197.1 萬
Tenzing Global Management, LLC	62,500	$152.4 萬
Holocene Advisors, LP	49,224	$120.1 萬
Seven Eight Capital, LP	43,163	$105.3 萬
Doheny Asset Management	33,690	$82.2 萬
Essex Investment Management Co LLC	28,608	$69.8 萬
Corton Capital Inc.	25,540	$62.3 萬
Royce & Associates LP	23,500	$57.3 萬
Pinnacle Associates Ltd	10,225	$52.5 萬
1st Source Bank	20,000	$48.8 萬
Prospera Financial Services Inc	19,018	$46.4 萬
Quent Capital, LLC	14,300	$36.5 萬
Entropy Technologies, LP	14,197	$34.6 萬
State of Wisconsin Investment Board	13,940	$34.0 萬
Oppenheimer & Co Inc	13,131	$32.0 萬
Arete Wealth Advisors, LLC	12,750	$31.1 萬
National Philanthropic Trust	11,900	$29.0 萬
Trexquant Investment LP	11,873	$29.0 萬
Wolverine Trading, LLC	11,183	$28.5 萬
Omers Administration Corp	11,600	$28.3 萬
Clear Creek Financial Management, LLC	11,200	$27.3 萬
Atria Investments LLC	10,950	$26.7 萬
L & S Advisors Inc	10,080	$24.6 萬
Levin Capital Strategies, L.P.	10,000	$24.4 萬
K2 Principal Fund, L.P.	10,000	$24.4 萬
Lattice Capital Management, LLC	10,000	$24.4 萬
Quadrature Capital Ltd	8,968	$21.9 萬
Greenwood Capital Associates LLC	8,316	$20.3 萬
nVerses Capital, LLC	5,900	$14.4 萬
Quarry LP	3,508	$8.56 萬
Arcadia Investment Management Corp	2,000	$4.88 萬
NBC Securities, Inc.	1,088	$2.60 萬
Providence Capital Advisors, LLC	1,000	$2.44 萬
Mechanics Financial Corp	400	$9,756
TFC Financial Management	314	$7,659
Jaffetilchin Investment Partners, LLC	204	$4,982
Stone House Investment Management, LLC	195	$4,756
Wolff Wiese Magana LLC	191	$4,659
Ci Investments Inc.	66	$2,000
Clear Point Advisors Inc.	51	$1,244
NVWM, LLC	50	$1,220
Colonial Trust Co	44	$1,123
Global Financial Private Client, LLC	20	$488
Capital Performance Advisors LLP	1	$24

尚未申報 2024 年第 4 季的機構（4 家）

2024 年第 3 季季末持有 Symbotic Inc.、還沒有申報 2024 年第 4 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 3 季持有 SYM、尚未申報 2024 年第 4 季的機構
機構	2024 年第 3 季股數	2024 年第 3 季市值
Raymond James & Associates	609,041	$1,485 萬
Raymond James Financial Services Advisors, Inc.	169,189	$412.7 萬
Raymond James Trust N.A.	59,050	$144.0 萬
First Personal Financial Services	310	$7,561