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。
2026 年第 1 季 13F 持有人
Symbotic Inc. 在 2026/3/31 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
- 413
- 較 2025 年第 4 季 +17 家
- 持有股數
- 1.13 億
- 較 2025 年第 4 季 −1,883 萬 (−14.3%)
- 總市值
- $60.1 億
- 較 2025 年第 4 季 −$3.36 億 (−5.3%)
- 新進機構
- 79
- 另有 145 家加碼
- 清倉機構
- 62
- 另有 98 家減碼
另有 7 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 762 | $4.06 萬 | 0.00% | +143+23.1% | 加碼 |
| Quadrant Capital Group LLC | 800 | $4.26 萬 | 0.00% | +800 | 新進 |
| Clearstead Advisors, LLC | 1,000 | $5.32 萬 | 0.00% | 00.0% | 不變 |
| Pingora Partners LLC | 1,000 | $5.32 萬 | 0.03% | 00.0% | 不變 |
| Vega Investment Solutions | 1,101 | $5.86 萬 | 0.01% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 1,290 | $6.86 萬 | 0.00% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 1,500 | $8.00 萬 | 0.00% | +1,500 | 新進 |
| McGuire Capital Advisors Inc | 1,515 | $8.06 萬 | 0.05% | +1,399+1,206.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,546 | $8.22 萬 | 0.00% | −484−23.8% | 減碼 |
| Eurizon Capital SGR S.p.A. | 1,820 | $8.64 萬 | 0.00% | +1,553+581.6% | 加碼 |
| HHM Wealth Advisors, LLC | 1,636 | $8.70 萬 | 0.01% | +1,634+81,700.0% | 加碼 |
| KBC Group NV | 1,699 | $9.00 萬 | 0.00% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 1,752 | $9.32 萬 | 0.01% | +398+29.4% | 加碼 |
| Rhumbline Advisers | 1,769 | $9.41 萬 | 0.00% | 00.0% | 不變 |
| Caitong International Asset Management Co., Ltd | 1,786 | $9.50 萬 | 0.02% | +1,786 | 新進 |
| Crewe Advisors LLC | 1,900 | $10.1 萬 | 0.01% | 00.0% | 不變 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1,996 | $10.6 萬 | 0.00% | +1,069+115.3% | 加碼 |
| AdvisorNet Financial, Inc | 2,000 | $10.6 萬 | 0.01% | −41−2.0% | 減碼 |
| Gables Capital Management Inc. | 2,000 | $10.6 萬 | 0.05% | 00.0% | 不變 |
| US Bancorp | 2,633 | $14.0 萬 | 0.00% | +25+1.0% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 2,694 | $14.3 萬 | 0.01% | 00.0% | 不變 |
| Allworth Financial LP | 2,786 | $14.8 萬 | 0.00% | −284−9.3% | 減碼 |
| Centaurus Financial, Inc. | 2,814 | $15.0 萬 | 0.01% | +1,078+62.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,088 | $16.4 萬 | 0.00% | −723−19.0% | 減碼 |
| Rakuten Securities, Inc. | 3,219 | $17.1 萬 | 0.07% | −7,411−69.7% | 減碼 |
| MCF Advisors LLC | 3,564 | $19.0 萬 | 0.01% | 00.0% | 不變 |
| Hunting Hill Global Capital, LLC | 3,761 | $20.0 萬 | 0.24% | −4,115−52.2% | 減碼 |
| Colony Group, LLC | 3,786 | $20.1 萬 | 0.00% | −5,905−60.9% | 減碼 |
| Oak Associates, Ltd | 3,808 | $20.3 萬 | 0.01% | 00.0% | 不變 |
| Brookstone Capital Management | 3,837 | $20.4 萬 | 0.00% | +3,837 | 新進 |
| Perennial Investment Advisors, LLC | 3,895 | $20.7 萬 | 0.02% | +50+1.3% | 加碼 |
| La Banque Postale Asset Management SA | 3,899 | $20.7 萬 | 0.00% | +3,899 | 新進 |
| Bridgefront Capital, LLC | 3,925 | $20.9 萬 | 0.05% | +3,925 | 新進 |
| Ascent Wealth Partners, LLC | 3,942 | $21.0 萬 | 0.02% | +3,942 | 新進 |
| VGI Partners Ltd | 4,000 | $21.3 萬 | 0.01% | 00.0% | 不變 |
| Intergy Private Wealth, LLC | 4,000 | $21.3 萬 | 0.06% | 00.0% | 不變 |
| Aldebaran Financial Inc. | 4,100 | $21.8 萬 | 0.21% | +670+19.5% | 加碼 |
| Parsons Capital Management Inc | 4,150 | $22.1 萬 | 0.01% | +25+0.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 4,237 | $22.5 萬 | 0.00% | −1,516−26.4% | 減碼 |
| Malaga Cove Capital, LLC | 4,271 | $22.7 萬 | 0.08% | +4,271 | 新進 |
| Sig Brokerage, LP | 4,324 | $23.0 萬 | 0.07% | +4,324 | 新進 |
| Janney Montgomery Scott LLC | 4,339 | $23.1 萬 | 0.00% | +4,339 | 新進 |
| CIBC Asset Management Inc | 4,375 | $23.3 萬 | 0.00% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 4,385 | $23.3 萬 | 0.00% | −28−0.6% | 減碼 |
| Resources Investment Advisors, LLC. | 4,430 | $23.6 萬 | 0.00% | +821+22.7% | 加碼 |
| Money Concepts Capital Corp | 4,489 | $23.9 萬 | 0.01% | +4,489 | 新進 |
| SlateStone Wealth, LLC | 4,504 | $24.0 萬 | 0.02% | −1,801−28.6% | 減碼 |
| Griffin Asset Management, Inc. | 4,520 | $24.0 萬 | 0.03% | +4,520 | 新進 |
| Thrivent Financial for Lutherans | 4,532 | $24.1 萬 | 0.00% | −495−9.8% | 減碼 |
| Catalyst Funds Management Pty Ltd | 4,600 | $24.5 萬 | 0.04% | +4,600 | 新進 |
| Federation des caisses Desjardins du Quebec | 4,611 | $24.5 萬 | 0.00% | +118+2.6% | 加碼 |
| CIBC Bancorp USA Inc. | 4,661 | $24.8 萬 | 0.00% | +4,661 | 新進 |
| Warren Averett Asset Management, LLC | 4,754 | $25.3 萬 | 0.00% | −251−5.0% | 減碼 |
| QRG Capital Management, Inc. | 4,756 | $25.3 萬 | 0.00% | +4,756 | 新進 |
| Wealthcare Advisory Partners LLC | 4,787 | $25.5 萬 | 0.00% | +192+4.2% | 加碼 |
| CoreCap Advisors, LLC | 4,856 | $25.8 萬 | 0.01% | −890−15.5% | 減碼 |
| Midwest Professional Planners, LTD. | 4,885 | $26.0 萬 | 0.06% | +156+3.3% | 加碼 |
| Two Sigma Securities, LLC | 4,889 | $26.0 萬 | 0.03% | +4,889 | 新進 |
| Mackenzie Financial Corp | 4,917 | $26.2 萬 | 0.00% | +4,917 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 4,910 | $26.2 萬 | 0.00% | −1,731−26.1% | 減碼 |
| Tannin Capital LLC | 4,964 | $26.4 萬 | 0.19% | +729+17.2% | 加碼 |
| Defiance ETFs, LLC | 4,980 | $26.5 萬 | 0.00% | +4,980 | 新進 |
| Northwest & Ethical Investments L.P. | 5,000 | $26.6 萬 | 0.01% | +500+11.1% | 加碼 |
| FORA Capital, LLC | 5,030 | $26.8 萬 | 0.02% | +5,030 | 新進 |
| Moors & Cabot, Inc. | 5,125 | $27.3 萬 | 0.01% | −75−1.4% | 減碼 |
| Penserra Capital Management LLC | 5,224 | $27.6 萬 | 0.00% | +4,986+2,095.0% | 加碼 |
| Chung Wu Investment Group, LLC | 5,200 | $27.7 萬 | 0.24% | +5,200 | 新進 |
| Gsa Capital Partners LLP | 5,221 | $27.8 萬 | 0.02% | +1,219+30.5% | 加碼 |
| Private Trust Co NA | 5,250 | $27.9 萬 | 0.02% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 5,195 | $28.5 萬 | 0.00% | −102−1.9% | 減碼 |
| Public Employees Retirement Association of Colorado | 5,356 | $28.5 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 5,381 | $28.6 萬 | 0.00% | +4,376+435.4% | 加碼 |
| Gotham Asset Management, LLC | 5,407 | $28.8 萬 | 0.00% | +5,407 | 新進 |
| Leonteq Securities AG | 5,507 | $29.3 萬 | 0.02% | +772+16.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 5,524 | $29.4 萬 | 0.00% | −10−0.2% | 減碼 |
| Sigma Planning Corp | 5,553 | $29.5 萬 | 0.01% | −150−2.6% | 減碼 |
| Zazove Associates LLC | 5,000 | $29.8 萬 | 0.01% | 00.0% | 不變 |
| Osbon Capital Management LLC | 5,616 | $29.9 萬 | 0.24% | 00.0% | 不變 |
| Deutsche Bank AG | 5,746 | $30.6 萬 | 0.00% | +1,456+33.9% | 加碼 |
| Creative Planning | 5,927 | $31.5 萬 | 0.00% | +1,351+29.5% | 加碼 |
| SBI Securities Co., Ltd. | 5,995 | $31.9 萬 | 0.01% | −3,467−36.6% | 減碼 |
| International Assets Investment Management, LLC | 5,844 | $32.0 萬 | 0.02% | +300+5.4% | 加碼 |
| Qsemble Capital Management, LP | 6,078 | $32.3 萬 | 0.02% | +6,078 | 新進 |
| IFP Advisors, Inc | 6,111 | $32.5 萬 | 0.01% | +4,189+218.0% | 加碼 |
| TD Asset Management Inc | 6,126 | $32.6 萬 | 0.00% | +2,373+63.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,159 | $32.8 萬 | 0.00% | −193−3.0% | 減碼 |
| Phoenix Holdings Ltd. | 6,200 | $33.0 萬 | 0.00% | 00.0% | 不變 |
| Skopos Labs, Inc. | 6,334 | $33.7 萬 | 0.01% | +6,334 | 新進 |
| Intrepid Financial Planning Group LLC | 6,470 | $34.4 萬 | 0.14% | +880+15.7% | 加碼 |
| Onyx Bridge Wealth Group LLC | 6,479 | $34.5 萬 | 0.04% | −78−1.2% | 減碼 |
| Alchemi Wealth, LLC | 6,600 | $35.1 萬 | 0.19% | −500−7.0% | 減碼 |
| JustInvest LLC | 6,614 | $35.2 萬 | 0.00% | +188+2.9% | 加碼 |
| Palumbo Wealth Management LLC | 6,846 | $36.4 萬 | 0.09% | +1,170+20.6% | 加碼 |
| Vestcor Inc | 6,926 | $36.8 萬 | 0.01% | +5,507+388.1% | 加碼 |
| Arista Wealth Management, LLC | 7,000 | $37.2 萬 | 0.05% | +7,000 | 新進 |
| West Tower Group, LLC | 7,000 | $37.2 萬 | 1.16% | +7,000 | 新進 |
| Willis Johnson & Associates, Inc. | 7,015 | $37.3 萬 | 0.02% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 7,027 | $37.4 萬 | 0.02% | +7,027 | 新進 |
| Banque Cantonale Vaudoise | 7,044 | $37.5 萬 | 0.01% | +7,044 | 新進 |
| D.A. Davidson & Co. | 7,322 | $39.0 萬 | 0.00% | +7,322 | 新進 |