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 |
|---|---|---|---|---|---|
| Retirement Planning Co of New England, Inc. | 26,584 | $143.3 萬 | 0.58% | −5,357−16.8% | 減碼 |
| HighTower Advisors, LLC | 26,556 | $143.1 萬 | 0.00% | −1,656−5.9% | 減碼 |
| JPMorgan Chase & Co | 26,057 | $140.4 萬 | 0.00% | +1,473+6.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 24,700 | $133.1 萬 | 0.00% | −6,987−22.1% | 減碼 |
| Group One Trading, L.P. | 23,357 | $125.9 萬 | 0.04% | −13,292−36.3% | 減碼 |
| Amundi | 18,078 | $122.6 萬 | 0.00% | −54,160−75.0% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22,439 | $120.9 萬 | 0.00% | +70+0.3% | 加碼 |
| Spire Wealth Management | 21,927 | $118.2 萬 | 0.04% | +2,523+13.0% | 加碼 |
| Janus Henderson Group PLC | 21,280 | $114.8 萬 | 0.00% | +3,880+22.3% | 加碼 |
| Element Squared LLC | 21,081 | $113.6 萬 | 0.65% | +21,081 | 新進 |
| Hussman Strategic Advisors, Inc. | 21,000 | $113.2 萬 | 0.25% | +21,000 | 新進 |
| Russell Investments Group, Ltd. | 19,738 | $106.4 萬 | 0.00% | −960−4.6% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 18,959 | $102.2 萬 | 0.00% | +440+2.4% | 加碼 |
| Ameriprise Financial Inc | 18,407 | $99.2 萬 | 0.00% | −2,838−13.4% | 減碼 |
| Walleye Capital LLC | 18,398 | $99.2 萬 | 0.01% | +14,971+436.9% | 加碼 |
| Oddo BHF Asset Management SAS | 17,261 | $93.0 萬 | 0.04% | +17,261 | 新進 |
| State of Wisconsin Investment Board | 15,874 | $85.6 萬 | 0.00% | +15,874 | 新進 |
| Prospera Financial Services Inc | 15,022 | $81.0 萬 | 0.01% | −7,146−32.2% | 減碼 |
| Arizona State Retirement System | 14,512 | $78.2 萬 | 0.00% | +371+2.6% | 加碼 |
| Pathstone Holdings, LLC | 14,512 | $78.2 萬 | 0.00% | +14,512 | 新進 |
| XTX Topco Ltd | 14,428 | $77.8 萬 | 0.04% | +14,428 | 新進 |
| Envestnet Asset Management Inc | 14,297 | $77.1 萬 | 0.00% | +14,297 | 新進 |
| Greenwood Gearhart Inc | 14,217 | $76.6 萬 | 0.04% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 14,140 | $76.2 萬 | 0.03% | +2,055+17.0% | 加碼 |
| J.W. Cole Advisors, Inc. | 13,718 | $73.9 萬 | 0.01% | +3,069+28.8% | 加碼 |
| Vident Advisory, LLC | 13,513 | $72.8 萬 | 0.01% | +2,197+19.4% | 加碼 |
| Arkadios Wealth Advisors | 13,145 | $70.9 萬 | 0.02% | −1,639−11.1% | 減碼 |
| Pinnacle Associates Ltd | 12,975 | $69.9 萬 | 0.01% | −4,290−24.8% | 減碼 |
| Marex Group plc | 12,422 | $66.9 萬 | 0.01% | +12,422 | 新進 |
| Boothbay Fund Management, LLC | 12,330 | $66.5 萬 | 0.02% | +12,330 | 新進 |
| Kestra Private Wealth Services, LLC | 11,598 | $62.5 萬 | 0.01% | +11,598 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,359 | $61.2 萬 | 0.00% | −2,764−19.6% | 減碼 |
| Freemont Management S.A. | 11,200 | $60.4 萬 | 0.47% | −84,400−88.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 11,139 | $60.0 萬 | 0.00% | +2,595+30.4% | 加碼 |
| CWM, LLC | 11,091 | $59.8 萬 | 0.00% | −272−2.4% | 減碼 |
| Versor Investments LP | 10,429 | $56.2 萬 | 0.10% | +10,429 | 新進 |
| Green Alpha Advisors, LLC | 10,334 | $55.7 萬 | 0.54% | +10,334 | 新進 |
| FORA Capital, LLC | 10,060 | $54.2 萬 | 0.10% | +83+0.8% | 加碼 |
| KLP Kapitalforvaltning AS | 10,000 | $53.9 萬 | 0.00% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 9,975 | $53.8 萬 | 0.00% | −408,367−97.6% | 減碼 |
| Captrust Financial Advisors | 9,939 | $53.6 萬 | 0.00% | −643−6.1% | 減碼 |
| Scientech Research LLC | 9,895 | $53.3 萬 | 0.19% | −15,271−60.7% | 減碼 |
| Financial Engines Advisors L.L.C. | 9,826 | $53.0 萬 | 0.00% | +9,826 | 新進 |
| Central Pacific Bank - Trust Division | 9,551 | $51.5 萬 | 0.06% | +9,551 | 新進 |
| Rakuten Securities, Inc. | 9,430 | $50.8 萬 | 0.19% | +613+7.0% | 加碼 |
| Sunbelt Securities, Inc. | 9,403 | $50.7 萬 | 0.03% | −3,427−26.7% | 減碼 |
| Riverbridge Partners LLC | 9,219 | $49.7 萬 | 0.01% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 9,050 | $48.8 萬 | 0.23% | +9,050 | 新進 |
| Rockefeller Capital Management L.P. | 9,020 | $48.6 萬 | 0.00% | +9,020 | 新進 |
| 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 |
| Hunter Associates Investment Management LLC | 8,975 | $48.5 萬 | 0.07% | −250−2.7% | 減碼 |
| Tyche Wealth Partners LLC | 8,990 | $48.5 萬 | 0.09% | −1,375−13.3% | 減碼 |
| Kovack Advisors, Inc. | 8,977 | $48.4 萬 | 0.05% | +8,977 | 新進 |
| Veracity Capital LLC | 8,706 | $46.9 萬 | 0.15% | +8,706 | 新進 |
| SBI Securities Co., Ltd. | 8,645 | $46.6 萬 | 0.01% | +2,386+38.1% | 加碼 |
| Kestra Advisory Services, LLC | 8,612 | $46.4 萬 | 0.00% | −3,591−29.4% | 減碼 |
| Somerset Trust Co | 8,479 | $45.7 萬 | 0.14% | −776−8.4% | 減碼 |
| Banque Cantonale Vaudoise | 8,387 | $45.2 萬 | 0.02% | −3,641−30.3% | 減碼 |
| Polen Capital Management LLC | 8,385 | $45.2 萬 | 0.00% | −11,618−58.1% | 減碼 |
| Natixis | 8,310 | $44.8 萬 | 0.00% | −36,428−81.4% | 減碼 |
| Leonteq Securities AG | 7,946 | $42.8 萬 | 0.02% | −1,290−14.0% | 減碼 |
| Mariner, LLC | 7,923 | $42.7 萬 | 0.00% | +2,234+39.3% | 加碼 |
| Jones Financial Companies LLLP | 8,034 | $41.9 萬 | 0.00% | +1,365+20.5% | 加碼 |
| Colony Group, LLC | 7,698 | $41.7 萬 | 0.00% | +7,698 | 新進 |
| Fortis Group Advisors, LLC | 5,097 | $41.3 萬 | 0.07% | −2,286−31.0% | 減碼 |
| VGI Partners Ltd | 7,538 | $40.6 萬 | 0.03% | +7,538 | 新進 |
| Pictet Asset Management Holding SA | 7,412 | $40.0 萬 | 0.00% | +679+10.1% | 加碼 |
| Integrity Alliance, LLC. | 7,206 | $38.8 萬 | 0.02% | +7,206 | 新進 |
| Willis Johnson & Associates, Inc. | 7,200 | $38.8 萬 | 0.02% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 7,036 | $37.9 萬 | 0.01% | +29+0.4% | 加碼 |
| MML Investors Services, LLC | 6,850 | $36.9 萬 | 0.00% | −2,711−28.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 5,269 | $36.1 萬 | 0.00% | −5,422−50.7% | 減碼 |
| Onyx Bridge Wealth Group LLC | 6,640 | $35.8 萬 | 0.04% | −2,125−24.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 6,627 | $35.7 萬 | 0.00% | +273+4.3% | 加碼 |
| Teacher Retirement System of Texas | 6,380 | $34.4 萬 | 0.00% | −935−12.8% | 減碼 |
| Mercer Global Advisors Inc | 6,379 | $34.4 萬 | 0.00% | −2,314−26.6% | 減碼 |
| JustInvest LLC | 6,355 | $34.3 萬 | 0.00% | +1,068+20.2% | 加碼 |
| D.A. Davidson & Co. | 6,332 | $34.1 萬 | 0.00% | +6,332 | 新進 |
| Ieq Capital, LLC | 6,307 | $34.0 萬 | 0.00% | +12+0.2% | 加碼 |
| Phoenix Holdings Ltd. | 6,300 | $34.0 萬 | 0.00% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 6,295 | $33.9 萬 | 0.03% | −100−1.6% | 減碼 |
| Parallax Volatility Advisers, L.P. | 6,269 | $33.8 萬 | 0.01% | +6,269 | 新進 |
| Private Advisor Group, LLC | 6,191 | $33.4 萬 | 0.00% | +992+19.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 6,179 | $33.3 萬 | 0.01% | −1,146−15.6% | 減碼 |
| Darden Wealth Group Inc | 6,150 | $33.1 萬 | 0.17% | +6,150 | 新進 |
| Sigma Planning Corp | 5,953 | $32.1 萬 | 0.01% | −89−1.5% | 減碼 |
| Van Eck Associates Corp | 5,830 | $31.4 萬 | 0.00% | +854+17.2% | 加碼 |
| Vontobel Holding Ltd. | 5,800 | $31.3 萬 | 0.00% | 00.0% | 不變 |
| RDA Financial Network | 5,777 | $31.1 萬 | 0.08% | +5,777 | 新進 |
| Wellington Shields & Co., LLC | 5,750 | $31.0 萬 | 0.08% | +5,750 | 新進 |
| Calton & Associates, Inc. | 5,699 | $30.7 萬 | 0.05% | −2,800−32.9% | 減碼 |
| IHT Wealth Management, LLC | 5,547 | $29.9 萬 | 0.01% | +5,547 | 新進 |
| O'Shaughnessy Asset Management, LLC | 5,487 | $29.6 萬 | 0.00% | +5,487 | 新進 |
| Algert Global LLC | 5,440 | $29.3 萬 | 0.00% | +5,440 | 新進 |
| Public Employees Retirement Association of Colorado | 5,356 | $28.9 萬 | 0.00% | +5,356 | 新進 |
| Private Trust Co NA | 5,250 | $28.3 萬 | 0.02% | +3,050+138.6% | 加碼 |
| Sanctuary Advisors, LLC | 5,159 | $27.8 萬 | 0.00% | −8,596−62.5% | 減碼 |
| Moors & Cabot, Inc. | 5,100 | $27.5 萬 | 0.01% | −630−11.0% | 減碼 |
| Palumbo Wealth Management LLC | 5,095 | $27.5 萬 | 0.09% | +5,095 | 新進 |