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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 4,910 | $26.5 萬 | 0.00% | −1,663−25.3% | 減碼 |
| Global Retirement Partners, LLC | 4,748 | $25.6 萬 | 0.01% | −2,446−34.0% | 減碼 |
| Carr Financial Group Corp | 4,600 | $24.8 萬 | 0.07% | +4,600 | 新進 |
| MWA Asset Management | 4,520 | $24.4 萬 | 0.13% | +4,520 | 新進 |
| Warren Averett Asset Management, LLC | 4,513 | $24.3 萬 | 0.00% | +4,513 | 新進 |
| Cresset Asset Management, LLC | 4,462 | $24.1 萬 | 0.00% | −1,913−30.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 4,269 | $23.0 萬 | 0.00% | +1,623+61.3% | 加碼 |
| Hodges Capital Management Inc. | 4,250 | $22.9 萬 | 0.02% | −2,800−39.7% | 減碼 |
| Creative Planning | 4,241 | $22.9 萬 | 0.00% | +4,241 | 新進 |
| Patten Group, Inc. | 4,230 | $22.8 萬 | 0.04% | +4,230 | 新進 |
| Midwest Professional Planners, LTD. | 4,204 | $22.7 萬 | 0.06% | +4,204 | 新進 |
| World Equity Group, Inc. | 4,175 | $22.5 萬 | 0.05% | +4,175 | 新進 |
| Susquehanna International Group, LLP | 4,169 | $22.5 萬 | 0.00% | −173,063−97.6% | 減碼 |
| DnB Asset Management AS | 4,159 | $22.4 萬 | 0.00% | +4,159 | 新進 |
| Stonebridge Capital Advisors LLC | 4,068 | $21.9 萬 | 0.02% | +4,068 | 新進 |
| Jain Global LLC | 4,006 | $21.6 萬 | 0.00% | +4,006 | 新進 |
| Addison Capital Co | 4,000 | $21.6 萬 | 0.06% | +4,000 | 新進 |
| TD Asset Management Inc | 3,854 | $20.8 萬 | 0.00% | +3,854 | 新進 |
| Navis Wealth Advisors, LLC | 3,822 | $20.6 萬 | 0.15% | +3,822 | 新進 |
| Oak Associates, Ltd | 3,808 | $20.5 萬 | 0.01% | +3,808 | 新進 |
| New Republic Capital, LLC | 3,771 | $20.3 萬 | 0.06% | +3,771 | 新進 |
| Wellington Shields Capital Management, LLC | 3,581 | $19.3 萬 | 0.03% | +3,581 | 新進 |
| MCF Advisors LLC | 3,564 | $19.2 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 3,193 | $17.2 萬 | 0.00% | +3,193 | 新進 |
| Armstrong Advisory Group, Inc | 3,102 | $16.7 萬 | 0.01% | −4,492−59.2% | 減碼 |
| Asset Management One Co.,Ltd. | 2,942 | $15.9 萬 | 0.00% | +2,942 | 新進 |
| Quantbot Technologies LP | 2,853 | $15.4 萬 | 0.00% | +2,853 | 新進 |
| Deutsche Bank AG | 2,799 | $15.1 萬 | 0.00% | +382+15.8% | 加碼 |
| Farther Finance Advisors, LLC | 2,704 | $14.6 萬 | 0.00% | +939+53.2% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 2,694 | $14.5 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 2,577 | $13.9 萬 | 0.00% | −1,309−33.7% | 減碼 |
| GWM Advisors LLC | 2,566 | $13.8 萬 | 0.00% | +1,290+101.1% | 加碼 |
| Quest Partners LLC | 2,519 | $13.6 萬 | 0.01% | +287+12.9% | 加碼 |
| Gables Capital Management Inc. | 2,000 | $10.8 萬 | 0.05% | +1,000+100.0% | 加碼 |
| 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 |
| Crewe Advisors LLC | 1,900 | $10.2 萬 | 0.01% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 1,846 | $9.95 萬 | 0.00% | +1,250+209.7% | 加碼 |
| Rhumbline Advisers | 1,769 | $9.53 萬 | 0.00% | 00.0% | 不變 |
| KBC Group NV | 1,699 | $9.20 萬 | 0.00% | 00.0% | 不變 |
| Once Capital Management, LLC | 1,700 | $9.16 萬 | 0.02% | +1,700 | 新進 |
| IFP Advisors, Inc | 1,516 | $8.17 萬 | 0.00% | +744+96.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,500 | $8.09 萬 | 0.00% | +1,500 | 新進 |
| Vestcor Inc | 1,419 | $7.60 萬 | 0.00% | +1,419 | 新進 |
| Centerpoint Advisors, LLC | 1,400 | $7.50 萬 | 0.02% | +200+16.7% | 加碼 |
| IAG Wealth Partners, LLC | 1,354 | $7.30 萬 | 0.01% | +534+65.1% | 加碼 |
| Comerica Bank | 1,141 | $6.15 萬 | 0.00% | −6,273−84.6% | 減碼 |
| Fifth Third Bancorp | 1,005 | $5.42 萬 | 0.00% | +1,000+20,000.0% | 加碼 |
| Clearstead Advisors, LLC | 1,000 | $5.39 萬 | 0.00% | 00.0% | 不變 |
| Pingora Partners LLC | 1,000 | $5.39 萬 | 0.04% | 00.0% | 不變 |
| Concord Wealth Partners | 889 | $4.79 萬 | 0.01% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 838 | $4.52 萬 | 0.00% | +10+1.2% | 加碼 |
| Newbridge Financial Services Group, Inc. | 800 | $4.31 萬 | 0.01% | 00.0% | 不變 |
| Strategic Advocates LLC | 770 | $4.15 萬 | 0.01% | +770 | 新進 |
| Ameriflex Group, Inc. | 704 | $3.79 萬 | 0.01% | +660+1,500.0% | 加碼 |
| Rocky Mountain Advisers, LLC | 668 | $3.60 萬 | 0.01% | +18+2.8% | 加碼 |
| Hanson & Doremus Investment Management | 576 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 560 | $3.02 萬 | 0.00% | +500+833.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 479 | $2.60 萬 | 0.00% | +14+3.0% | 加碼 |
| Principal Securities, Inc. | 439 | $2.37 萬 | 0.00% | +439 | 新進 |
| Larson Financial Group LLC | 410 | $2.21 萬 | 0.00% | +410 | 新進 |
| Harbour Investments, Inc. | 392 | $2.11 萬 | 0.00% | +235+149.7% | 加碼 |
| Parallel Advisors, LLC | 370 | $1.99 萬 | 0.00% | +105+39.6% | 加碼 |
| SRS Capital Advisors, Inc. | 369 | $1.99 萬 | 0.00% | −631−63.1% | 減碼 |
| Toth Financial Advisory Corp | 335 | $1.81 萬 | 0.00% | +270+415.4% | 加碼 |
| Signaturefd, LLC | 328 | $1.77 萬 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 300 | $1.62 萬 | 0.01% | +300 | 新進 |
| Parkside Financial Bank & Trust | 268 | $1.44 萬 | 0.00% | +268 | 新進 |
| Financial Freedom, LLC | 254 | $1.37 萬 | 0.01% | 00.0% | 不變 |
| Nemes Rush Group LLC | 252 | $1.36 萬 | 0.00% | 00.0% | 不變 |
| IMG Wealth Management, Inc. | 239 | $1.29 萬 | 0.01% | 00.0% | 不變 |
| Adirondack Trust Co | 217 | $1.17 萬 | 0.00% | +217 | 新進 |
| Rothschild Investment LLC | 200 | $1.08 萬 | 0.00% | −500−71.4% | 減碼 |
| Atlantic Edge Private Wealth Management, LLC | 200 | $1.08 萬 | 0.00% | −200−50.0% | 減碼 |
| Trust Co of Vermont | 200 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| Front Row Advisors LLC | 200 | $1.08 萬 | 0.00% | +200 | 新進 |
| HHM Wealth Advisors, LLC | 185 | $9,972 | 0.00% | +185 | 新進 |
| Insight Financial Services | 182 | $9,809 | 0.01% | 00.0% | 不變 |
| Atlantic Trust, LLC | 173 | $9,325 | 0.00% | 00.0% | 不變 |
| West Financial Advisors, LLC | 150 | $8,085 | 0.00% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 147 | $7,924 | 0.00% | +147 | 新進 |
| TD Waterhouse Canada Inc. | 135 | $7,838 | 0.00% | −35−20.6% | 減碼 |
| Murphy & Mullick Capital Management Corp | 100 | $7,726 | 0.01% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 128 | $6,899 | 0.00% | −76−37.3% | 減碼 |
| Darwin Advisors, LLC | 125 | $6,737 | 0.00% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 120 | $6,468 | 0.00% | 00.0% | 不變 |
| Aventura Private Wealth, LLC | 112 | $6,037 | 0.00% | +112 | 新進 |
| Ci Investments Inc. | 120 | $6,000 | 0.00% | +46+62.2% | 加碼 |
| Fairscale Capital, LLC | 101 | $5,444 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 100 | $5,390 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 100 | $5,390 | 0.00% | 00.0% | 不變 |
| BankPlus Trust Department | 100 | $5,390 | 0.00% | 00.0% | 不變 |
| Hurley Capital, LLC | 100 | $5,390 | 0.00% | +100 | 新進 |
| Stone House Investment Management, LLC | 100 | $5,390 | 0.00% | +100 | 新進 |
| ORG Partners LLC | 100 | $5,390 | 0.00% | +100 | 新進 |
| Gen-Wealth Partners Inc | 82 | $4,420 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 76 | $4,096 | 0.00% | +8+11.8% | 加碼 |
| Roble, Belko & Company, Inc | 70 | $4,000 | 0.00% | +34+94.4% | 加碼 |
| Essential Partners LLC | 68 | $3,665 | 0.00% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 63 | $3,396 | 0.00% | +10+18.9% | 加碼 |