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。

2025 年第 2 季與 2025 年第 1 季比較

持有 Symbotic Inc. 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人 2025 年第 1 季全部持有人

SYM 的 13F 持有人：2025 年第 1 季與 2025 年第 2 季比較
項目	2025 年第 1 季	其中尚未申報 2025 年第 2 季	2025 年第 2 季	變化
持有家數	222	3	280	+61
股數	1.03 億	5.54 萬	1.03 億	−19.4 萬 (−0.2%)
市值	$20.9 億	$112.0 萬	$40.0 億	+$19.2 億 (+91.9%)

3 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（96 家）

2025 年第 2 季季末持有 Symbotic Inc.、2025 年第 1 季季末沒有持有的機構。

2025 年第 2 季新進 SYM 的機構
機構	股數	市值	佔組合 %
Amanah Holdings Trust	510,000	$1,982 萬	4.91%
D. E. Shaw & Co., Inc.	418,342	$1,625 萬	0.02%
Renaissance Technologies LLC	409,500	$1,591 萬	0.02%
O'Neil Global Advisors, Inc.	219,168	$851.5 萬	1.96%
Susquehanna International Group, LLP	177,232	$688.5 萬	0.01%
Y-Intercept (Hong Kong) Ltd	141,664	$550.4 萬	0.13%
Stifel Financial Corp	95,693	$371.8 萬	0.00%
Susquehanna Portfolio Strategies, LLC	80,720	$313.6 萬	0.07%
Black Swift Group, LLC	53,300	$207.1 萬	0.42%
1832 Asset Management L.P.	51,000	$198.1 萬	0.00%
Penserra Capital Management LLC	44,419	$172.5 萬	0.02%
Bouvel Investment Partners, LLC	44,143	$171.5 萬	0.58%
Jane Street Group, LLC	44,022	$171.0 萬	0.00%
Group One Trading, L.P.	36,649	$142.4 萬	0.05%
Winton Group Ltd	35,184	$136.7 萬	0.07%
AQR Capital Management LLC	32,811	$127.5 萬	0.00%
Empowered Funds, LLC	27,987	$108.7 萬	0.01%
Perigon Wealth Management, LLC	25,437	$98.8 萬	0.02%
Scientech Research LLC	25,166	$97.8 萬	0.24%
Prospera Financial Services Inc	22,168	$86.1 萬	0.02%
Russell Investments Group, Ltd.	20,698	$80.4 萬	0.00%
Polen Capital Management LLC	20,003	$77.7 萬	0.00%
Options Solutions, LLC	18,752	$72.9 萬	0.26%
Schonfeld Strategic Advisors LLC	16,536	$64.2 萬	0.00%
Arkadios Wealth Advisors	14,784	$57.4 萬	0.02%
Bayesian Capital Management, LP	13,453	$52.3 萬	0.08%
Nebula Research & Development LLC	12,902	$50.1 萬	0.04%
Kestra Advisory Services, LLC	12,203	$47.4 萬	0.00%
Vident Advisory, LLC	11,316	$44.0 萬	0.00%
J.W. Cole Advisors, Inc.	10,649	$41.4 萬	0.01%
Captrust Financial Advisors	10,582	$41.1 萬	0.00%
Tyche Wealth Partners LLC	10,365	$40.3 萬	0.08%
Fortis Group Advisors, LLC	7,383	$39.8 萬	0.07%
FORA Capital, LLC	9,977	$38.8 萬	0.04%
Hunter Associates Investment Management LLC	9,225	$36.1 萬	0.05%
Somerset Trust Co	9,255	$36.0 萬	0.12%
Riverbridge Partners LLC	9,219	$35.8 萬	0.01%
Onyx Bridge Wealth Group LLC	8,765	$34.1 萬	0.05%
Mercer Global Advisors Inc	8,693	$33.8 萬	0.00%
Manufacturers Life Insurance Company, The	8,544	$33.2 萬	0.00%
Calton & Associates, Inc.	8,499	$33.0 萬	0.06%
Universal- Beteiligungs- und Servicegesellschaft mbH	8,489	$33.0 萬	0.00%
Grove Street Fiduciary, LLC	8,445	$32.8 萬	0.16%
Franklin Resources Inc	8,336	$32.4 萬	0.00%
Brevan Howard Capital Management LP	8,226	$32.0 萬	0.00%
Concurrent Investment Advisors, LLC	7,325	$28.5 萬	0.01%
Teacher Retirement System of Texas	7,315	$28.4 萬	0.00%
Willis Johnson & Associates, Inc.	7,200	$28.0 萬	0.02%
Global Retirement Partners, LLC	7,194	$27.9 萬	0.01%
Stonegate Investment Group, LLC	7,007	$27.2 萬	0.01%
Pictet Asset Management Holding SA	6,733	$26.2 萬	0.00%
PFG Investments, LLC	6,565	$25.5 萬	0.01%
Two Sigma Advisers, LP	6,400	$24.9 萬	0.00%
Walleye Trading LLC	6,386	$24.8 萬	0.01%
SlateStone Wealth, LLC	6,395	$24.8 萬	0.02%
Cresset Asset Management, LLC	6,375	$24.8 萬	0.00%
Thrivent Financial for Lutherans	6,573	$24.5 萬	0.00%
Ieq Capital, LLC	6,295	$24.5 萬	0.00%
Phoenix Holdings Ltd.	6,300	$24.5 萬	0.00%
Sigma Planning Corp	6,042	$23.5 萬	0.01%
J. Safra Sarasin Holding AG	6,000	$23.3 萬	0.00%
Vontobel Holding Ltd.	5,800	$22.5 萬	0.00%
Moors & Cabot, Inc.	5,730	$22.3 萬	0.01%
Mariner, LLC	5,689	$22.1 萬	0.00%
American Trust	5,401	$21.0 萬	0.02%
JustInvest LLC	5,287	$20.5 萬	0.00%
Toroso Investments, LLC	5,246	$20.4 萬	0.00%
Private Advisor Group, LLC	5,199	$20.2 萬	0.00%
Lazard Asset Management LLC	4,321	$16.7 萬	0.00%
Total Investment Management Inc	3,400	$13.2 萬	0.02%
JTC Employer Solutions Trusteee Ltd	2,694	$10.5 萬	0.01%
KBC Group NV	1,699	$6.60 萬	0.00%
Wexford Capital LP	1,054	$4.09 萬	0.01%
Gables Capital Management Inc.	1,000	$3.88 萬	0.02%
AdvisorNet Financial, Inc	828	$3.22 萬	0.00%
IAG Wealth Partners, LLC	820	$3.19 萬	0.00%
Alerus Financial NA	572	$2.22 萬	0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.	465	$1.80 萬	0.00%
Atlantic Edge Private Wealth Management, LLC	400	$1.55 萬	0.00%
Evolution Wealth Management Inc.	200	$7,770	0.01%
TD Waterhouse Canada Inc.	170	$6,744	0.00%
Ameritas Advisory Services, LLC	100	$3,885	0.00%
Bogart Wealth, LLC	68	$2,642	0.00%
Essential Partners LLC	68	$2,642	0.00%
Toth Financial Advisory Corp	65	$2,526	0.00%
Fortitude Family Office, LLC	53	$2,059	0.00%
Curio Wealth, LLC	40	$1,554	0.00%
Assetmark, Inc	31	$1,204	0.00%
Kilter Group LLC	29	$1,127	0.00%
Financial Connections Group, Inc.	40	$1,000	0.00%
Rise Advisors, LLC	22	$855	0.00%
Mount Yale Investment Advisors, LLC	20	$777	0.00%
Riggs Asset Managment Co. Inc.	16	$622	0.00%
Legacy Investment Solutions, LLC	3	$117	0.00%
Capital Advisors, Ltd. LLC	3	$0	0.00%
Avion Wealth	23	$0	0.00%

清倉機構（35 家）

2025 年第 1 季季末持有 Symbotic Inc.、2025 年第 2 季有申報但已經沒有持有的機構。

2025 年第 2 季清倉 SYM 的機構
機構	2025 年第 1 季股數	2025 年第 1 季市值
Canada Pension Plan Investment Board	245,800	$496.8 萬
Cubist Systematic Strategies, LLC	227,097	$459.0 萬
Citadel Advisors LLC	149,869	$302.9 萬
Twin Tree Management, LP	82,409	$166.5 萬
Littlejohn Financial Services, Inc.	44,982	$90.9 萬
Marex Group plc	33,931	$68.6 萬
Engineers Gate Manager LP	30,384	$61.4 萬
Symmetry Investments LP	28,495	$57.6 萬
Envestnet Asset Management Inc	22,118	$44.7 萬
Marshall Wace, LLP	17,261	$34.9 萬
XTX Topco Ltd	16,010	$32.4 萬
First Dallas Securities Inc.	15,150	$30.6 萬
Lighthouse Investment Partners, LLC	15,000	$30.3 萬
Pathstone Holdings, LLC	14,350	$29.0 萬
Squarepoint Ops LLC	14,203	$28.7 萬
Jain Global LLC	12,300	$24.9 萬
Western Wealth Management, LLC	11,450	$23.1 萬
Holocene Advisors, LP	10,140	$20.5 萬
Point72 Asia (Singapore) Pte. Ltd.	7,554	$15.3 萬
PEAK6 LLC	6,183	$12.5 萬
Tower Research Capital LLC (TRC)	5,044	$10.2 萬
Ostrum Asset Management	2,058	$4.16 萬
Strengthening Families & Communities, LLC	1,165	$4.10 萬
Carolinas Wealth Consulting LLC	1,310	$2.65 萬
Loring Wolcott & Coolidge Fiduciary Advisors LLP	437	$9,247
Coldstream Capital Management Inc	386	$7,802
Stone House Investment Management, LLC	255	$5,154
FSC Wealth Advisors, LLC	200	$4,042
First Horizon Advisors, Inc.	112	$2,263
Hexagon Capital Partners LLC	96	$1,940
Principal Securities, Inc.	60	$1,423
South State Corp.	70	$1,415
CVA Family Office, LLC	24	$485
Hemington Wealth Management	1	$0
McClarren Financial Advisors, Inc.	20	$0

尚未申報 2025 年第 2 季的機構（3 家）

2025 年第 1 季季末持有 Symbotic Inc.、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 1 季持有 SYM、尚未申報 2025 年第 2 季的機構
機構	2025 年第 1 季股數	2025 年第 1 季市值
Tanaka Capital Management Inc	53,376	$107.9 萬
Pilgrim Partners Asia Pte Ltd	1,980	$4.00 萬
Lindbrook Capital, LLC	35	$707