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。
2025 年第 3 季 13F 持有人
Symbotic Inc. 在 2025/9/30 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
- 335
- 較 2025 年第 2 季 +59 家
- 持有股數
- 1.05 億
- 較 2025 年第 2 季 +190.3 萬 (+1.8%)
- 總市值
- $56.6 億
- 較 2025 年第 2 季 +$16.6 億 (+41.4%)
- 新進機構
- 97
- 另有 92 家加碼
- 清倉機構
- 38
- 另有 93 家減碼
另有 4 家機構在 2025 年第 2 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Allworth Financial LP | 2,000 | $10.8 萬 | 0.00% | +1,669+504.2% | 加碼 |
| Hollencrest Capital Management | 2,000 | $10.8 萬 | 0.00% | +2,000 | 新進 |
| Quest Partners LLC | 2,519 | $13.6 萬 | 0.01% | +287+12.9% | 加碼 |
| GWM Advisors LLC | 2,566 | $13.8 萬 | 0.00% | +1,290+101.1% | 加碼 |
| US Bancorp | 2,577 | $13.9 萬 | 0.00% | −1,309−33.7% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 2,694 | $14.5 萬 | 0.01% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 2,704 | $14.6 萬 | 0.00% | +939+53.2% | 加碼 |
| Deutsche Bank AG | 2,799 | $15.1 萬 | 0.00% | +382+15.8% | 加碼 |
| Quantbot Technologies LP | 2,853 | $15.4 萬 | 0.00% | +2,853 | 新進 |
| Asset Management One Co.,Ltd. | 2,942 | $15.9 萬 | 0.00% | +2,942 | 新進 |
| Armstrong Advisory Group, Inc | 3,102 | $16.7 萬 | 0.01% | −4,492−59.2% | 減碼 |
| Advisory Services Network, LLC | 3,193 | $17.2 萬 | 0.00% | +3,193 | 新進 |
| MCF Advisors LLC | 3,564 | $19.2 萬 | 0.01% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 3,581 | $19.3 萬 | 0.03% | +3,581 | 新進 |
| New Republic Capital, LLC | 3,771 | $20.3 萬 | 0.06% | +3,771 | 新進 |
| Oak Associates, Ltd | 3,808 | $20.5 萬 | 0.01% | +3,808 | 新進 |
| Navis Wealth Advisors, LLC | 3,822 | $20.6 萬 | 0.15% | +3,822 | 新進 |
| TD Asset Management Inc | 3,854 | $20.8 萬 | 0.00% | +3,854 | 新進 |
| Addison Capital Co | 4,000 | $21.6 萬 | 0.06% | +4,000 | 新進 |
| Jain Global LLC | 4,006 | $21.6 萬 | 0.00% | +4,006 | 新進 |
| Stonebridge Capital Advisors LLC | 4,068 | $21.9 萬 | 0.02% | +4,068 | 新進 |
| DnB Asset Management AS | 4,159 | $22.4 萬 | 0.00% | +4,159 | 新進 |
| Susquehanna International Group, LLP | 4,169 | $22.5 萬 | 0.00% | −173,063−97.6% | 減碼 |
| World Equity Group, Inc. | 4,175 | $22.5 萬 | 0.05% | +4,175 | 新進 |
| Midwest Professional Planners, LTD. | 4,204 | $22.7 萬 | 0.06% | +4,204 | 新進 |
| Patten Group, Inc. | 4,230 | $22.8 萬 | 0.04% | +4,230 | 新進 |
| Creative Planning | 4,241 | $22.9 萬 | 0.00% | +4,241 | 新進 |
| Hodges Capital Management Inc. | 4,250 | $22.9 萬 | 0.02% | −2,800−39.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 4,269 | $23.0 萬 | 0.00% | +1,623+61.3% | 加碼 |
| Cresset Asset Management, LLC | 4,462 | $24.1 萬 | 0.00% | −1,913−30.0% | 減碼 |
| Warren Averett Asset Management, LLC | 4,513 | $24.3 萬 | 0.00% | +4,513 | 新進 |
| MWA Asset Management | 4,520 | $24.4 萬 | 0.13% | +4,520 | 新進 |
| Carr Financial Group Corp | 4,600 | $24.8 萬 | 0.07% | +4,600 | 新進 |
| Global Retirement Partners, LLC | 4,748 | $25.6 萬 | 0.01% | −2,446−34.0% | 減碼 |
| Thrivent Financial for Lutherans | 4,910 | $26.5 萬 | 0.00% | −1,663−25.3% | 減碼 |
| Palumbo Wealth Management LLC | 5,095 | $27.5 萬 | 0.09% | +5,095 | 新進 |
| Moors & Cabot, Inc. | 5,100 | $27.5 萬 | 0.01% | −630−11.0% | 減碼 |
| Sanctuary Advisors, LLC | 5,159 | $27.8 萬 | 0.00% | −8,596−62.5% | 減碼 |
| Private Trust Co NA | 5,250 | $28.3 萬 | 0.02% | +3,050+138.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 5,356 | $28.9 萬 | 0.00% | +5,356 | 新進 |
| Algert Global LLC | 5,440 | $29.3 萬 | 0.00% | +5,440 | 新進 |
| O'Shaughnessy Asset Management, LLC | 5,487 | $29.6 萬 | 0.00% | +5,487 | 新進 |
| IHT Wealth Management, LLC | 5,547 | $29.9 萬 | 0.01% | +5,547 | 新進 |
| Calton & Associates, Inc. | 5,699 | $30.7 萬 | 0.05% | −2,800−32.9% | 減碼 |
| Wellington Shields & Co., LLC | 5,750 | $31.0 萬 | 0.08% | +5,750 | 新進 |
| RDA Financial Network | 5,777 | $31.1 萬 | 0.08% | +5,777 | 新進 |
| Vontobel Holding Ltd. | 5,800 | $31.3 萬 | 0.00% | 00.0% | 不變 |
| Van Eck Associates Corp | 5,830 | $31.4 萬 | 0.00% | +854+17.2% | 加碼 |
| Sigma Planning Corp | 5,953 | $32.1 萬 | 0.01% | −89−1.5% | 減碼 |
| Darden Wealth Group Inc | 6,150 | $33.1 萬 | 0.17% | +6,150 | 新進 |
| Concurrent Investment Advisors, LLC | 6,179 | $33.3 萬 | 0.01% | −1,146−15.6% | 減碼 |
| Private Advisor Group, LLC | 6,191 | $33.4 萬 | 0.00% | +992+19.1% | 加碼 |
| Parallax Volatility Advisers, L.P. | 6,269 | $33.8 萬 | 0.01% | +6,269 | 新進 |
| SlateStone Wealth, LLC | 6,295 | $33.9 萬 | 0.03% | −100−1.6% | 減碼 |
| Phoenix Holdings Ltd. | 6,300 | $34.0 萬 | 0.00% | 00.0% | 不變 |
| Ieq Capital, LLC | 6,307 | $34.0 萬 | 0.00% | +12+0.2% | 加碼 |
| D.A. Davidson & Co. | 6,332 | $34.1 萬 | 0.00% | +6,332 | 新進 |
| JustInvest LLC | 6,355 | $34.3 萬 | 0.00% | +1,068+20.2% | 加碼 |
| Mercer Global Advisors Inc | 6,379 | $34.4 萬 | 0.00% | −2,314−26.6% | 減碼 |
| Teacher Retirement System of Texas | 6,380 | $34.4 萬 | 0.00% | −935−12.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 6,627 | $35.7 萬 | 0.00% | +273+4.3% | 加碼 |
| Onyx Bridge Wealth Group LLC | 6,640 | $35.8 萬 | 0.04% | −2,125−24.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 5,269 | $36.1 萬 | 0.00% | −5,422−50.7% | 減碼 |
| MML Investors Services, LLC | 6,850 | $36.9 萬 | 0.00% | −2,711−28.4% | 減碼 |
| Stonegate Investment Group, LLC | 7,036 | $37.9 萬 | 0.01% | +29+0.4% | 加碼 |
| Willis Johnson & Associates, Inc. | 7,200 | $38.8 萬 | 0.02% | 00.0% | 不變 |
| Integrity Alliance, LLC. | 7,206 | $38.8 萬 | 0.02% | +7,206 | 新進 |
| Pictet Asset Management Holding SA | 7,412 | $40.0 萬 | 0.00% | +679+10.1% | 加碼 |
| VGI Partners Ltd | 7,538 | $40.6 萬 | 0.03% | +7,538 | 新進 |
| Fortis Group Advisors, LLC | 5,097 | $41.3 萬 | 0.07% | −2,286−31.0% | 減碼 |
| Colony Group, LLC | 7,698 | $41.7 萬 | 0.00% | +7,698 | 新進 |
| Jones Financial Companies LLLP | 8,034 | $41.9 萬 | 0.00% | +1,365+20.5% | 加碼 |
| Mariner, LLC | 7,923 | $42.7 萬 | 0.00% | +2,234+39.3% | 加碼 |
| Leonteq Securities AG | 7,946 | $42.8 萬 | 0.02% | −1,290−14.0% | 減碼 |
| Natixis | 8,310 | $44.8 萬 | 0.00% | −36,428−81.4% | 減碼 |
| Polen Capital Management LLC | 8,385 | $45.2 萬 | 0.00% | −11,618−58.1% | 減碼 |
| Banque Cantonale Vaudoise | 8,387 | $45.2 萬 | 0.02% | −3,641−30.3% | 減碼 |
| Somerset Trust Co | 8,479 | $45.7 萬 | 0.14% | −776−8.4% | 減碼 |
| Kestra Advisory Services, LLC | 8,612 | $46.4 萬 | 0.00% | −3,591−29.4% | 減碼 |
| SBI Securities Co., Ltd. | 8,645 | $46.6 萬 | 0.01% | +2,386+38.1% | 加碼 |
| Veracity Capital LLC | 8,706 | $46.9 萬 | 0.15% | +8,706 | 新進 |
| Kovack Advisors, Inc. | 8,977 | $48.4 萬 | 0.05% | +8,977 | 新進 |
| Tyche Wealth Partners LLC | 8,990 | $48.5 萬 | 0.09% | −1,375−13.3% | 減碼 |
| Hunter Associates Investment Management LLC | 8,975 | $48.5 萬 | 0.07% | −250−2.7% | 減碼 |
| 1832 Asset Management L.P. | 9,000 | $48.5 萬 | 0.00% | −42,000−82.4% | 減碼 |
| Intergy Private Wealth, LLC | 9,000 | $48.5 萬 | 0.15% | −4,094−31.3% | 減碼 |
| Rockefeller Capital Management L.P. | 9,020 | $48.6 萬 | 0.00% | +9,020 | 新進 |
| Mark Sheptoff Financial Planning, LLC | 9,050 | $48.8 萬 | 0.23% | +9,050 | 新進 |
| Riverbridge Partners LLC | 9,219 | $49.7 萬 | 0.01% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 9,403 | $50.7 萬 | 0.03% | −3,427−26.7% | 減碼 |
| Rakuten Securities, Inc. | 9,430 | $50.8 萬 | 0.19% | +613+7.0% | 加碼 |
| Central Pacific Bank - Trust Division | 9,551 | $51.5 萬 | 0.06% | +9,551 | 新進 |
| Financial Engines Advisors L.L.C. | 9,826 | $53.0 萬 | 0.00% | +9,826 | 新進 |
| Scientech Research LLC | 9,895 | $53.3 萬 | 0.19% | −15,271−60.7% | 減碼 |
| Captrust Financial Advisors | 9,939 | $53.6 萬 | 0.00% | −643−6.1% | 減碼 |
| D. E. Shaw & Co., Inc. | 9,975 | $53.8 萬 | 0.00% | −408,367−97.6% | 減碼 |
| KLP Kapitalforvaltning AS | 10,000 | $53.9 萬 | 0.00% | 00.0% | 不變 |
| FORA Capital, LLC | 10,060 | $54.2 萬 | 0.10% | +83+0.8% | 加碼 |
| Green Alpha Advisors, LLC | 10,334 | $55.7 萬 | 0.54% | +10,334 | 新進 |
| Versor Investments LP | 10,429 | $56.2 萬 | 0.10% | +10,429 | 新進 |