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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 18,542 | $44.0 萬 | 0.00% | −958−4.9% | 減碼 |
| M&T Bank Corp | 18,095 | $42.9 萬 | 0.00% | +3,445+23.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,451 | $42.2 萬 | 0.00% | +1,646+11.1% | 加碼 |
| First Dallas Securities Inc. | 17,500 | $41.5 萬 | 0.17% | −14,900−46.0% | 減碼 |
| JPMorgan Chase & Co | 17,349 | $41.1 萬 | 0.00% | +375+2.2% | 加碼 |
| MML Investors Services, LLC | 16,008 | $38.0 萬 | 0.00% | +5,716+55.5% | 加碼 |
| Congress Wealth Management LLC | 15,000 | $35.6 萬 | 0.00% | +15,000 | 新進 |
| Susquehanna International Group, LLP | 14,545 | $34.5 萬 | 0.00% | −118,535−89.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 14,224 | $34.3 萬 | 0.00% | −289−2.0% | 減碼 |
| Greenwood Gearhart Inc | 14,217 | $33.7 萬 | 0.02% | +14,217 | 新進 |
| Sunbelt Securities, Inc. | 12,830 | $31.3 萬 | 0.03% | −500−3.8% | 減碼 |
| Intergy Private Wealth, LLC | 13,094 | $31.0 萬 | 0.12% | +13,094 | 新進 |
| Pathstone Holdings, LLC | 13,022 | $30.9 萬 | 0.00% | +4,011+44.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 12,921 | $30.6 萬 | 0.00% | +3,818+41.9% | 加碼 |
| Spire Wealth Management | 12,584 | $29.8 萬 | 0.01% | +12,584 | 新進 |
| Western Wealth Management, LLC | 12,350 | $29.3 萬 | 0.02% | −3,200−20.6% | 減碼 |
| Arizona State Retirement System | 12,010 | $28.5 萬 | 0.00% | +242+2.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 11,928 | $28.3 萬 | 0.00% | −831−6.5% | 減碼 |
| Handelsbanken Fonder AB | 11,900 | $28.2 萬 | 0.00% | +2,600+28.0% | 加碼 |
| Armstrong Advisory Group, Inc | 11,782 | $27.9 萬 | 0.02% | +6,479+122.2% | 加碼 |
| Vista Investment Partners LLC | 11,299 | $26.8 萬 | 0.08% | −8,544−43.1% | 減碼 |
| Gsa Capital Partners LLP | 11,242 | $26.7 萬 | 0.02% | −13,439−54.5% | 減碼 |
| Scientech Research LLC | 10,244 | $24.3 萬 | 0.07% | −1,046−9.3% | 減碼 |
| Bridgefront Capital, LLC | 10,032 | $23.8 萬 | 0.08% | +10,032 | 新進 |
| Comerica Bank | 9,938 | $23.6 萬 | 0.00% | −25,424−71.9% | 減碼 |
| Citigroup Inc | 9,616 | $22.8 萬 | 0.00% | −3,019−23.9% | 減碼 |
| Options Solutions, LLC | 9,561 | $22.7 萬 | 0.10% | −11,000−53.5% | 減碼 |
| Riverbridge Partners LLC | 9,296 | $22.0 萬 | 0.00% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 9,200 | $21.8 萬 | 0.03% | +9,200 | 新進 |
| Stifel Financial Corp | 8,947 | $21.2 萬 | 0.00% | −1,239−12.2% | 減碼 |
| Captrust Financial Advisors | 8,776 | $20.8 萬 | 0.00% | −2,143−19.6% | 減碼 |
| Barclays PLC | 8,762 | $20.8 萬 | 0.00% | −584−6.2% | 減碼 |
| Grove Street Fiduciary, LLC | 8,445 | $20.0 萬 | 0.11% | +8,445 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,444 | $20.0 萬 | 0.00% | +2,135+33.8% | 加碼 |
| KLP Kapitalforvaltning AS | 8,200 | $19.4 萬 | 0.00% | +8,200 | 新進 |
| US Bancorp | 7,624 | $18.1 萬 | 0.00% | −3,480−31.3% | 減碼 |
| Rakuten Securities, Inc. | 7,546 | $17.9 萬 | 0.07% | +7,218+2,200.6% | 加碼 |
| SBI Securities Co., Ltd. | 6,491 | $15.4 萬 | 0.00% | +6,491 | 新進 |
| CoreCap Advisors, LLC | 5,529 | $13.1 萬 | 0.01% | +4,339+364.6% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 4,900 | $11.6 萬 | 0.03% | 00.0% | 不變 |
| Ostrum Asset Management | 4,487 | $10.6 萬 | 0.01% | +1,479+49.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 3,832 | $9.09 萬 | 0.00% | +2,275+146.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,566 | $8.46 萬 | 0.00% | +1,018+40.0% | 加碼 |
| MCF Advisors LLC | 3,564 | $8.45 萬 | 0.01% | +3,564 | 新進 |
| Natixis Investment Managers International | 3,349 | $7.94 萬 | 0.01% | −1,227−26.8% | 減碼 |
| Van Eck Associates Corp | 2,601 | $6.20 萬 | 0.00% | −896−25.6% | 減碼 |
| Jones Financial Companies LLLP | 2,457 | $5.83 萬 | 0.00% | +1,490+154.1% | 加碼 |
| Private Trust Co NA | 2,000 | $4.74 萬 | 0.00% | +2,000 | 新進 |
| Pilgrim Partners Asia Pte Ltd | 1,980 | $4.69 萬 | 0.04% | +1,980 | 新進 |
| Crewe Advisors LLC | 1,908 | $4.52 萬 | 0.01% | −5−0.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 1,856 | $4.40 萬 | 0.00% | 00.0% | 不變 |
| Rhumbline Advisers | 1,769 | $4.19 萬 | 0.00% | 00.0% | 不變 |
| Castleview Partners, LLC | 1,500 | $3.71 萬 | 0.02% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,463 | $3.47 萬 | 0.00% | +242+19.8% | 加碼 |
| IFP Advisors, Inc | 1,368 | $3.24 萬 | 0.00% | +503+58.2% | 加碼 |
| Rothschild Investment LLC | 1,225 | $2.90 萬 | 0.00% | −2,132−63.5% | 減碼 |
| Carolinas Wealth Consulting LLC | 1,207 | $2.86 萬 | 0.01% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 1,200 | $2.80 萬 | 0.01% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,081 | $2.56 萬 | 0.00% | 00.0% | 不變 |
| Pingora Partners LLC | 1,000 | $2.37 萬 | 0.02% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 1,004 | $2.30 萬 | 0.02% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 927 | $2.20 萬 | 0.01% | +516+125.5% | 加碼 |
| Clearstead Advisors, LLC | 866 | $2.05 萬 | 0.00% | −1,750−66.9% | 減碼 |
| Newbridge Financial Services Group, Inc. | 800 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Concord Wealth Partners | 785 | $1.86 萬 | 0.00% | +785 | 新進 |
| Quest Partners LLC | 669 | $1.59 萬 | 0.00% | −1,854−73.5% | 減碼 |
| Rocky Mountain Advisers, LLC | 650 | $1.54 萬 | 0.00% | +650 | 新進 |
| IMG Wealth Management, Inc. | 630 | $1.49 萬 | 0.01% | +630 | 新進 |
| Hanson & Doremus Investment Management | 576 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| RiverPark Advisors, LLC | 544 | $1.29 萬 | 0.01% | −1,490−73.3% | 減碼 |
| GWM Advisors LLC | 534 | $1.27 萬 | 0.00% | +122+29.6% | 加碼 |
| CWM, LLC | 512 | $1.20 萬 | 0.00% | −213−29.4% | 減碼 |
| ORG Partners LLC | 479 | $1.14 萬 | 0.00% | 00.0% | 不變 |
| Deutsche Bank AG | 418 | $9,911 | 0.00% | 00.0% | 不變 |
| Ramirez Asset Management, Inc. | 400 | $9,484 | 0.00% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 300 | $7,113 | 0.00% | +300 | 新進 |
| Financial Freedom, LLC | 254 | $6,022 | 0.00% | 00.0% | 不變 |
| New Wave Wealth Advisors LLC | 225 | $5,335 | 0.00% | +225 | 新進 |
| Trust Co of Vermont | 200 | $4,742 | 0.00% | 00.0% | 不變 |
| Atlantic Trust, LLC | 173 | $4,102 | 0.00% | +173 | 新進 |
| Harbour Investments, Inc. | 143 | $3,391 | 0.00% | +71+98.6% | 加碼 |
| Geneos Wealth Management Inc. | 128 | $3,035 | 0.00% | +128 | 新進 |
| Darwin Advisors, LLC | 125 | $2,963 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 120 | $2,846 | 0.00% | +120 | 新進 |
| R Squared Ltd | 120 | $2,845 | 0.00% | +120 | 新進 |
| Beacon Capital Management, LLC | 113 | $2,679 | 0.00% | +113 | 新進 |
| First Horizon Advisors, Inc. | 112 | $2,655 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 111 | $2,632 | 0.00% | +111 | 新進 |
| Fairscale Capital, LLC | 101 | $2,395 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 100 | $2,372 | 0.00% | +100 | 新進 |
| Salem Investment Counselors Inc | 100 | $2,371 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 100 | $2,371 | 0.00% | 00.0% | 不變 |
| Insight Financial Services | 100 | $2,371 | 0.00% | 00.0% | 不變 |
| FSC Wealth Advisors, LLC | 100 | $2,371 | 0.00% | 00.0% | 不變 |
| Murphy & Mullick Capital Management Corp | 100 | $2,371 | 0.00% | +100 | 新進 |
| Allworth Financial LP | 65 | $2,164 | 0.00% | +65 | 新進 |
| Gen-Wealth Partners Inc | 82 | $1,944 | 0.00% | +60+272.7% | 加碼 |
| GAMMA Investing LLC | 74 | $1,755 | 0.00% | +74 | 新進 |
| Pacer Advisors, Inc. | 71 | $1,683 | 0.00% | −15−17.4% | 減碼 |
| Bullock Wealth Management Group | 63 | $1,494 | 0.00% | +63 | 新進 |