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 4 季 13F 持有人
Symbotic Inc. 在 2025/12/31 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
- 403
- 較 2025 年第 3 季 +74 家
- 持有股數
- 1.39 億
- 較 2025 年第 3 季 +3,462 萬 (+33.2%)
- 總市值
- $67.6 億
- 較 2025 年第 3 季 +$11.3 億 (+20.1%)
- 新進機構
- 117
- 另有 127 家加碼
- 清倉機構
- 43
- 另有 94 家減碼
另有 6 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rocky Mountain Advisers, LLC | 668 | $3.97 萬 | 0.01% | 00.0% | 不變 |
| Strategic Advocates LLC | 770 | $4.64 萬 | 0.01% | 00.0% | 不變 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 927 | $5.52 萬 | 0.00% | +927 | 新進 |
| Comerica Bank | 994 | $5.91 萬 | 0.00% | −147−12.9% | 減碼 |
| Clearstead Advisors, LLC | 1,000 | $5.95 萬 | 0.00% | 00.0% | 不變 |
| Pingora Partners LLC | 1,000 | $5.95 萬 | 0.04% | 00.0% | 不變 |
| Fifth Third Bancorp | 1,005 | $5.98 萬 | 0.00% | 00.0% | 不變 |
| Vega Investment Solutions | 1,101 | $6.55 萬 | 0.01% | +1,101 | 新進 |
| Armstrong Advisory Group, Inc | 1,290 | $7.68 萬 | 0.01% | −1,812−58.4% | 減碼 |
| IAG Wealth Partners, LLC | 1,354 | $8.06 萬 | 0.01% | 00.0% | 不變 |
| Vestcor Inc | 1,419 | $8.40 萬 | 0.00% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 1,690 | $10.1 萬 | 0.04% | +1,690 | 新進 |
| KBC Group NV | 1,699 | $10.1 萬 | 0.00% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 1,736 | $10.3 萬 | 0.00% | +1,736 | 新進 |
| Rhumbline Advisers | 1,769 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 1,785 | $10.6 萬 | 0.00% | +1,785 | 新進 |
| Crewe Advisors LLC | 1,900 | $11.3 萬 | 0.01% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,922 | $11.4 萬 | 0.00% | +406+26.8% | 加碼 |
| Gables Capital Management Inc. | 2,000 | $11.9 萬 | 0.05% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 2,030 | $12.1 萬 | 0.00% | +530+35.3% | 加碼 |
| AdvisorNet Financial, Inc | 2,041 | $12.1 萬 | 0.01% | +1,203+143.6% | 加碼 |
| Quest Partners LLC | 2,059 | $12.3 萬 | 0.01% | −460−18.3% | 減碼 |
| Flagship Harbor Advisors, LLC | 2,132 | $12.7 萬 | 0.01% | +2,132 | 新進 |
| US Bancorp | 2,608 | $15.5 萬 | 0.00% | +31+1.2% | 加碼 |
| Global Retirement Partners, LLC | 2,609 | $15.5 萬 | 0.00% | −2,139−45.1% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 2,694 | $16.0 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 3,070 | $18.3 萬 | 0.00% | +1,070+53.5% | 加碼 |
| Once Capital Management, LLC | 3,400 | $20.2 萬 | 0.05% | +1,700+100.0% | 加碼 |
| Total Investment Management Inc | 3,400 | $20.2 萬 | 0.03% | +3,400 | 新進 |
| Aldebaran Financial Inc. | 3,430 | $20.7 萬 | 0.19% | +3,430 | 新進 |
| Mayport, LLC | 3,500 | $20.8 萬 | 0.04% | +3,500 | 新進 |
| Sanctuary Advisors, LLC | 3,501 | $20.8 萬 | 0.00% | −1,658−32.1% | 減碼 |
| Laurel Oak Wealth Management, LLC | 3,533 | $21.0 萬 | 0.04% | +3,533 | 新進 |
| MCF Advisors LLC | 3,564 | $21.2 萬 | 0.01% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 3,609 | $21.5 萬 | 0.00% | +3,609 | 新進 |
| Stonebridge Capital Advisors LLC | 3,618 | $21.5 萬 | 0.01% | −450−11.1% | 減碼 |
| Churchill Financial Advisors, LLC | 3,620 | $21.5 萬 | 0.07% | +3,620 | 新進 |
| RDA Financial Network | 3,639 | $21.7 萬 | 0.05% | −2,138−37.0% | 減碼 |
| Wedbush Securities Inc | 3,691 | $22.0 萬 | 0.01% | +3,691 | 新進 |
| TD Asset Management Inc | 3,753 | $22.3 萬 | 0.00% | −101−2.6% | 減碼 |
| Oak Associates, Ltd | 3,808 | $22.7 萬 | 0.01% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 3,811 | $22.7 萬 | 0.01% | +3,749+6,046.8% | 加碼 |
| Perennial Investment Advisors, LLC | 3,845 | $22.9 萬 | 0.02% | +3,845 | 新進 |
| Toroso Investments, LLC | 3,908 | $23.3 萬 | 0.00% | −1,867,522−99.8% | 減碼 |
| Calton & Associates, Inc. | 3,999 | $23.8 萬 | 0.03% | −1,700−29.8% | 減碼 |
| Intergy Private Wealth, LLC | 4,000 | $23.8 萬 | 0.07% | −5,000−55.6% | 減碼 |
| VGI Partners Ltd | 4,000 | $23.8 萬 | 0.01% | −3,538−46.9% | 減碼 |
| Gsa Capital Partners LLP | 4,002 | $23.8 萬 | 0.02% | +4,002 | 新進 |
| Mangrove Partners | 4,103 | $24.4 萬 | 0.02% | +4,103 | 新進 |
| Parsons Capital Management Inc | 4,125 | $24.5 萬 | 0.01% | +4,125 | 新進 |
| CIBC Private Wealth Group, LLC | 4,161 | $24.8 萬 | 0.00% | +2,315+125.4% | 加碼 |
| Squarepoint Ops LLC | 4,167 | $24.8 萬 | 0.00% | +4,167 | 新進 |
| Foundations Investment Advisors, LLC | 4,185 | $24.9 萬 | 0.00% | +4,185 | 新進 |
| Schroder Investment Management Group | 4,144 | $25.0 萬 | 0.00% | +4,144 | 新進 |
| Tannin Capital LLC | 4,235 | $25.2 萬 | 0.23% | +4,235 | 新進 |
| Hodges Capital Management Inc. | 4,250 | $25.3 萬 | 0.02% | 00.0% | 不變 |
| Deutsche Bank AG | 4,290 | $25.5 萬 | 0.00% | +1,491+53.3% | 加碼 |
| Polen Capital Management LLC | 4,298 | $25.6 萬 | 0.00% | −4,087−48.7% | 減碼 |
| Oppenheimer & Co Inc | 4,334 | $25.8 萬 | 0.00% | +4,334 | 新進 |
| CIBC Asset Management Inc | 4,375 | $26.0 萬 | 0.00% | +4,375 | 新進 |
| Cresset Asset Management, LLC | 4,413 | $26.3 萬 | 0.00% | −49−1.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 4,493 | $26.7 萬 | 0.00% | +224+5.2% | 加碼 |
| Northwest & Ethical Investments L.P. | 4,500 | $27.1 萬 | 0.01% | +4,500 | 新進 |
| Creative Planning | 4,576 | $27.2 萬 | 0.00% | +335+7.9% | 加碼 |
| Wealthcare Advisory Partners LLC | 4,595 | $27.3 萬 | 0.01% | +4,595 | 新進 |
| Polymer Capital Management (US) LLC | 4,684 | $27.9 萬 | 0.04% | +4,684 | 新進 |
| Midwest Professional Planners, LTD. | 4,729 | $28.1 萬 | 0.07% | +525+12.5% | 加碼 |
| Leonteq Securities AG | 4,735 | $28.2 萬 | 0.02% | −3,211−40.4% | 減碼 |
| Canada Pension Plan Investment Board | 4,900 | $29.2 萬 | 0.00% | +4,900 | 新進 |
| Zazove Associates LLC | 5,000 | $29.8 萬 | 0.03% | +5,000 | 新進 |
| Warren Averett Asset Management, LLC | 5,005 | $29.8 萬 | 0.00% | +492+10.9% | 加碼 |
| Kovack Advisors, Inc. | 5,015 | $29.8 萬 | 0.01% | −3,962−44.1% | 減碼 |
| Thrivent Financial for Lutherans | 5,027 | $30.3 萬 | 0.00% | +117+2.4% | 加碼 |
| Scientech Research LLC | 5,130 | $30.5 萬 | 0.19% | −4,765−48.2% | 減碼 |
| Moors & Cabot, Inc. | 5,200 | $30.9 萬 | 0.01% | +100+2.0% | 加碼 |
| Counterpoint Mutual Funds LLC | 5,201 | $30.9 萬 | 0.02% | +5,201 | 新進 |
| Envestnet Asset Management Inc | 5,241 | $31.2 萬 | 0.00% | −9,056−63.3% | 減碼 |
| Private Trust Co NA | 5,250 | $31.2 萬 | 0.03% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 5,297 | $31.5 萬 | 0.00% | +2,593+95.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 5,356 | $31.9 萬 | 0.00% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 5,534 | $32.9 萬 | 0.00% | −645−10.4% | 減碼 |
| International Assets Investment Management, LLC | 5,544 | $33.0 萬 | 0.02% | +5,544 | 新進 |
| IHT Wealth Management, LLC | 5,582 | $33.2 萬 | 0.01% | +35+0.6% | 加碼 |
| Intrepid Financial Planning Group LLC | 5,590 | $33.3 萬 | 0.13% | +5,590 | 新進 |
| Balyasny Asset Management LLC | 5,603 | $33.3 萬 | 0.00% | −30,022−84.3% | 減碼 |
| Osbon Capital Management LLC | 5,616 | $33.4 萬 | 0.31% | +5,616 | 新進 |
| Palumbo Wealth Management LLC | 5,676 | $33.8 萬 | 0.08% | +581+11.4% | 加碼 |
| Sigma Planning Corp | 5,703 | $33.9 萬 | 0.01% | −250−4.2% | 減碼 |
| Massar Capital Management, LP | 5,738 | $34.1 萬 | 0.07% | +5,738 | 新進 |
| CoreCap Advisors, LLC | 5,746 | $34.2 萬 | 0.01% | −8,394−59.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 5,753 | $34.2 萬 | 0.00% | +266+4.8% | 加碼 |
| Vontobel Holding Ltd. | 5,800 | $34.5 萬 | 0.00% | 00.0% | 不變 |
| Laffer Tengler Investments | 5,898 | $35.1 萬 | 0.05% | +5,898 | 新進 |
| ExodusPoint Capital Management, LP | 5,921 | $35.2 萬 | 0.00% | +5,921 | 新進 |
| Ossiam | 6,278 | $37.4 萬 | 0.01% | +6,278 | 新進 |
| Phoenix Holdings Ltd. | 6,200 | $37.4 萬 | 0.00% | −100−1.6% | 減碼 |
| SlateStone Wealth, LLC | 6,305 | $37.5 萬 | 0.03% | +10+0.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,352 | $37.8 萬 | 0.00% | −275−4.1% | 減碼 |
| JustInvest LLC | 6,426 | $38.2 萬 | 0.00% | +71+1.1% | 加碼 |
| Van Eck Associates Corp | 6,545 | $38.9 萬 | 0.00% | +715+12.3% | 加碼 |