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 |
|---|---|---|---|---|---|
| Onyx Bridge Wealth Group LLC | 6,557 | $39.0 萬 | 0.04% | −83−1.3% | 減碼 |
| Werlinich Asset Management, LLC | 6,683 | $40.3 萬 | 0.20% | +6,683 | 新進 |
| MML Investors Services, LLC | 6,771 | $40.3 萬 | 0.00% | −79−1.2% | 減碼 |
| Willis Johnson & Associates, Inc. | 7,015 | $41.7 萬 | 0.03% | −185−2.6% | 減碼 |
| Alchemi Wealth, LLC | 7,100 | $42.2 萬 | 0.23% | +7,100 | 新進 |
| Addison Capital Co | 7,375 | $43.9 萬 | 0.11% | +3,375+84.4% | 加碼 |
| Somerset Trust Co | 7,377 | $43.9 萬 | 0.13% | −1,102−13.0% | 減碼 |
| Blueshift Asset Management, LLC | 7,553 | $44.9 萬 | 0.13% | +7,553 | 新進 |
| Littlejohn Financial Services, Inc. | 7,556 | $45.0 萬 | 0.33% | +7,556 | 新進 |
| Kestra Advisory Services, LLC | 7,731 | $46.0 萬 | 0.00% | −881−10.2% | 減碼 |
| Pictet Asset Management Holding SA | 7,733 | $46.0 萬 | 0.00% | +321+4.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 6,641 | $46.8 萬 | 0.00% | +1,372+26.0% | 加碼 |
| Hunting Hill Global Capital, LLC | 7,876 | $46.9 萬 | 0.46% | +7,876 | 新進 |
| Readystate Asset Management LP | 7,905 | $47.0 萬 | 0.02% | +7,905 | 新進 |
| Mark Sheptoff Financial Planning, LLC | 7,950 | $47.3 萬 | 0.23% | −1,100−12.2% | 減碼 |
| Advisory Services Network, LLC | 8,048 | $47.9 萬 | 0.01% | +4,855+152.1% | 加碼 |
| Circle Wealth Management, LLC | 8,357 | $49.7 萬 | 0.01% | +8,357 | 新進 |
| Mercer Global Advisors Inc | 8,435 | $50.2 萬 | 0.00% | +2,056+32.2% | 加碼 |
| Natixis | 8,445 | $50.2 萬 | 0.00% | +135+1.6% | 加碼 |
| PharVision Advisers, LLC | 8,911 | $53.0 萬 | 0.27% | +8,911 | 新進 |
| SG Americas Securities, LLC | 8,980 | $53.4 萬 | 0.00% | −64,976−87.9% | 減碼 |
| Tyche Wealth Partners LLC | 8,990 | $53.5 萬 | 0.08% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 9,000 | $53.5 萬 | 0.00% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 9,006 | $53.6 萬 | 0.01% | −3,324−27.0% | 減碼 |
| Sunbelt Securities, Inc. | 9,203 | $54.8 萬 | 0.04% | −200−2.1% | 減碼 |
| Colony Group, LLC | 9,691 | $54.9 萬 | 0.00% | +1,993+25.9% | 加碼 |
| Havemeyer Place LP | 9,344 | $55.6 萬 | 0.11% | +9,344 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 9,407 | $56.0 萬 | 0.00% | +9,407 | 新進 |
| SBI Securities Co., Ltd. | 9,462 | $56.3 萬 | 0.01% | +817+9.5% | 加碼 |
| Veracity Capital LLC | 9,538 | $56.8 萬 | 0.17% | +832+9.6% | 加碼 |
| GWM Advisors LLC | 9,711 | $57.8 萬 | 0.00% | +7,145+278.4% | 加碼 |
| CWM, LLC | 9,844 | $58.6 萬 | 0.00% | −1,247−11.2% | 減碼 |
| Versor Investments LP | 9,900 | $58.9 萬 | 0.09% | −529−5.1% | 減碼 |
| Clear Creek Financial Management, LLC | 9,972 | $59.3 萬 | 0.05% | +9,972 | 新進 |
| LGL Partners, LLC | 10,000 | $59.5 萬 | 0.25% | +10,000 | 新進 |
| Jones Financial Companies LLLP | 10,124 | $60.2 萬 | 0.00% | +2,090+26.0% | 加碼 |
| Rockefeller Capital Management L.P. | 10,243 | $60.9 萬 | 0.00% | +1,223+13.6% | 加碼 |
| Central Pacific Bank - Trust Division | 10,328 | $61.5 萬 | 0.08% | +777+8.1% | 加碼 |
| Hussman Strategic Advisors, Inc. | 10,500 | $62.5 萬 | 0.15% | −10,500−50.0% | 減碼 |
| Captrust Financial Advisors | 10,582 | $63.0 萬 | 0.00% | +643+6.5% | 加碼 |
| Rakuten Securities, Inc. | 10,630 | $63.2 萬 | 0.21% | +1,200+12.7% | 加碼 |
| KLP Kapitalforvaltning AS | 10,700 | $63.7 萬 | 0.00% | +700+7.0% | 加碼 |
| Frontier Capital Management Co LLC | 11,298 | $67.2 萬 | 0.01% | −181,987−94.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,359 | $67.6 萬 | 0.00% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 11,375 | $67.7 萬 | 0.00% | +236+2.1% | 加碼 |
| Magnetar Financial LLC | 11,466 | $68.2 萬 | 0.01% | +11,466 | 新進 |
| Quent Capital, LLC | 12,000 | $71.4 萬 | 0.05% | +12,000 | 新進 |
| Vident Advisory, LLC | 12,282 | $73.1 萬 | 0.01% | −1,231−9.1% | 減碼 |
| State of Wisconsin Investment Board | 12,294 | $73.1 萬 | 0.00% | −3,580−22.6% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 12,365 | $74.3 萬 | 0.00% | −17,223−58.2% | 減碼 |
| AlphaCentric Advisors LLC | 12,500 | $74.4 萬 | 0.74% | +12,500 | 新進 |
| PDT Partners, LLC | 12,616 | $75.1 萬 | 0.05% | −21,262−62.8% | 減碼 |
| Pinnacle Associates Ltd | 13,112 | $78.0 萬 | 0.01% | +137+1.1% | 加碼 |
| Nordwand Advisors, LLC | 13,435 | $79.9 萬 | 0.14% | +13,435 | 新進 |
| Darden Wealth Group Inc | 13,475 | $80.2 萬 | 0.39% | +7,325+119.1% | 加碼 |
| Jump Financial, LLC | 13,635 | $81.1 萬 | 0.01% | +13,635 | 新進 |
| Arizona State Retirement System | 14,128 | $84.1 萬 | 0.00% | −384−2.6% | 減碼 |
| Greenwood Gearhart Inc | 14,217 | $84.6 萬 | 0.05% | 00.0% | 不變 |
| Proactive Wealth Strategies LLC | 14,785 | $88.0 萬 | 0.35% | +14,785 | 新進 |
| Fortis Group Advisors, LLC | 16,898 | $91.9 萬 | 0.15% | +11,801+231.5% | 加碼 |
| Western Financial Corp | 15,821 | $94.1 萬 | 0.37% | +15,821 | 新進 |
| Financial Engines Advisors L.L.C. | 16,016 | $95.3 萬 | 0.00% | +6,190+63.0% | 加碼 |
| Retirement Planning Co of New England, Inc. | 16,395 | $97.6 萬 | 0.39% | −10,189−38.3% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15,095 | $97.9 萬 | 0.00% | −7,344−32.7% | 減碼 |
| Arkadios Wealth Advisors | 16,679 | $99.2 萬 | 0.02% | +3,534+26.9% | 加碼 |
| Brevan Howard Capital Management LP | 16,901 | $100.6 萬 | 0.02% | +16,901 | 新進 |
| Private Advisor Group, LLC | 17,187 | $102.3 萬 | 0.00% | +10,996+177.6% | 加碼 |
| Green Alpha Advisors, LLC | 17,557 | $104.5 萬 | 0.96% | +7,223+69.9% | 加碼 |
| Arta Finance Wealth Management LLC | 18,945 | $112.7 萬 | 0.58% | +18,945 | 新進 |
| Ameriprise Financial Inc | 19,886 | $118.3 萬 | 0.00% | +1,479+8.0% | 加碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 20,465 | $121.8 萬 | 0.06% | +20,465 | 新進 |
| Pathstone Holdings, LLC | 20,522 | $122.1 萬 | 0.00% | +6,010+41.4% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 20,666 | $123.0 萬 | 0.00% | +1,707+9.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 20,767 | $123.6 萬 | 0.05% | −21,953−51.4% | 減碼 |
| Janus Henderson Group PLC | 21,280 | $126.6 萬 | 0.00% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 21,552 | $128.2 萬 | 0.00% | −9,580−30.8% | 減碼 |
| Russell Investments Group, Ltd. | 22,465 | $133.7 萬 | 0.00% | +2,727+13.8% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 22,550 | $134.2 萬 | 0.00% | −2,150−8.7% | 減碼 |
| Oxford Asset Management LLP | 22,777 | $135.5 萬 | 0.48% | +22,777 | 新進 |
| Fund Advisors of America Inc | 23,152 | $137.8 萬 | 1.26% | +23,152 | 新進 |
| Fieldview Capital Management, LLC | 23,198 | $138.0 萬 | 0.23% | +23,198 | 新進 |
| Spire Wealth Management | 23,401 | $139.2 萬 | 0.05% | +1,474+6.7% | 加碼 |
| Headlands Technologies LLC | 23,515 | $139.9 萬 | 0.12% | +23,515 | 新進 |
| HighTower Advisors, LLC | 24,038 | $143.0 萬 | 0.00% | −2,518−9.5% | 減碼 |
| Kestra Private Wealth Services, LLC | 24,661 | $146.7 萬 | 0.02% | +13,063+112.6% | 加碼 |
| Walleye Trading LLC | 25,458 | $151.5 萬 | 0.02% | +25,458 | 新進 |
| Twinbeech Capital LP | 25,464 | $151.5 萬 | 0.11% | +25,464 | 新進 |
| M&T Bank Corp | 25,745 | $153.2 萬 | 0.00% | −1,627−5.9% | 減碼 |
| Grove Street Fiduciary, LLC | 26,500 | $157.7 萬 | 0.66% | −8,500−24.3% | 減碼 |
| Wealthfront Advisers LLC | 26,572 | $158.1 萬 | 0.00% | +26,572 | 新進 |
| Prospera Financial Services Inc | 26,574 | $158.1 萬 | 0.03% | +11,552+76.9% | 加碼 |
| Integrity Alliance, LLC. | 27,036 | $160.9 萬 | 0.06% | +19,830+275.2% | 加碼 |
| UNICOM Systems, Inc. | 27,147 | $161.5 萬 | 0.16% | +27,147 | 新進 |
| Empowered Funds, LLC | 27,957 | $166.3 萬 | 0.03% | −3,793−11.9% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 28,010 | $166.7 萬 | 0.00% | +28,010 | 新進 |
| Mariner, LLC | 28,254 | $168.1 萬 | 0.00% | +20,331+256.6% | 加碼 |
| Barclays PLC | 28,311 | $168.5 萬 | 0.00% | +28,280+91,225.8% | 加碼 |
| Perigon Wealth Management, LLC | 30,025 | $178.6 萬 | 0.03% | +525+1.8% | 加碼 |
| Algert Global LLC | 30,090 | $179.0 萬 | 0.03% | +24,650+453.1% | 加碼 |
| Cherry Creek Investment Advisors, Inc. | 30,622 | $182.2 萬 | 0.78% | −2,383−7.2% | 減碼 |