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 |
|---|---|---|---|---|---|
| Addison Capital Co | 7,375 | $39.2 萬 | 0.07% | 00.0% | 不變 |
| Somerset Trust Co | 7,398 | $39.4 萬 | 0.12% | +21+0.3% | 加碼 |
| American Century Companies Inc | 7,526 | $40.0 萬 | 0.00% | +7,526 | 新進 |
| Pictet Asset Management Holding SA | 7,733 | $41.1 萬 | 0.00% | 00.0% | 不變 |
| Werlinich Asset Management, LLC | 8,008 | $42.6 萬 | 0.21% | +1,325+19.8% | 加碼 |
| Laffer Tengler Investments | 8,023 | $42.7 萬 | 0.06% | +2,125+36.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 8,355 | $44.4 萬 | 0.01% | +8,355 | 新進 |
| Circle Wealth Management, LLC | 8,395 | $44.7 萬 | 0.01% | +38+0.5% | 加碼 |
| Patten Group, Inc. | 8,488 | $45.2 萬 | 0.08% | +8,488 | 新進 |
| Mark Sheptoff Financial Planning, LLC | 7,825 | $45.4 萬 | 0.24% | −125−1.6% | 減碼 |
| Blueshift Asset Management, LLC | 8,974 | $47.7 萬 | 0.14% | +1,421+18.8% | 加碼 |
| Tyche Wealth Partners LLC | 8,990 | $47.8 萬 | 0.07% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 9,030 | $48.0 萬 | 0.00% | +595+7.1% | 加碼 |
| Natixis | 9,086 | $48.3 萬 | 0.00% | +641+7.6% | 加碼 |
| Veracity Capital LLC | 9,160 | $48.7 萬 | 0.17% | −378−4.0% | 減碼 |
| Sunbelt Securities, Inc. | 9,203 | $49.0 萬 | 0.03% | 00.0% | 不變 |
| CWM, LLC | 9,229 | $49.1 萬 | 0.00% | −615−6.2% | 減碼 |
| Walleye Capital LLC | 9,377 | $49.9 萬 | 0.00% | −28,915−75.5% | 減碼 |
| GWM Advisors LLC | 9,653 | $51.4 萬 | 0.00% | −58−0.6% | 減碼 |
| Vident Advisory, LLC | 9,978 | $53.1 萬 | 0.00% | −2,304−18.8% | 減碼 |
| Engineers Gate Manager LP | 9,994 | $53.2 萬 | 0.01% | +9,994 | 新進 |
| LGL Partners, LLC | 10,000 | $53.2 萬 | 0.22% | 00.0% | 不變 |
| Central Pacific Bank - Trust Division | 10,328 | $54.9 萬 | 0.07% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 10,662 | $56.7 萬 | 0.00% | −713−6.3% | 減碼 |
| Altfest L J & Co Inc | 10,960 | $58.3 萬 | 0.06% | +10,960 | 新進 |
| Captrust Financial Advisors | 10,979 | $58.4 萬 | 0.00% | +397+3.8% | 加碼 |
| KLP Kapitalforvaltning AS | 11,100 | $59.1 萬 | 0.00% | +400+3.7% | 加碼 |
| United Asset Strategies, Inc. | 11,246 | $59.8 萬 | 0.05% | +11,246 | 新進 |
| Advisory Services Network, LLC | 11,260 | $59.9 萬 | 0.01% | +3,212+39.9% | 加碼 |
| Rockefeller Capital Management L.P. | 11,366 | $60.5 萬 | 0.00% | +1,123+11.0% | 加碼 |
| Littlejohn Financial Services, Inc. | 11,424 | $60.8 萬 | 0.46% | +3,868+51.2% | 加碼 |
| Allstate Corp | 11,560 | $61.5 萬 | 0.01% | +11,560 | 新進 |
| Clear Creek Financial Management, LLC | 11,652 | $62.0 萬 | 0.05% | +1,680+16.8% | 加碼 |
| Van Eck Associates Corp | 11,752 | $62.5 萬 | 0.00% | +5,207+79.6% | 加碼 |
| Oppenheimer & Co Inc | 11,869 | $63.1 萬 | 0.01% | +7,535+173.9% | 加碼 |
| Ossiam | 11,910 | $63.4 萬 | 0.01% | +5,632+89.7% | 加碼 |
| Quent Capital, LLC | 12,000 | $63.8 萬 | 0.05% | 00.0% | 不變 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,042 | $64.1 萬 | 0.00% | +683+6.0% | 加碼 |
| Asset Management One Co.,Ltd. | 12,070 | $64.2 萬 | 0.00% | +12,070 | 新進 |
| Vanguard Investments Australia, Ltd. | 12,088 | $64.3 萬 | 0.00% | +12,088 | 新進 |
| AlphaCentric Advisors LLC | 12,500 | $66.5 萬 | 0.66% | 00.0% | 不變 |
| Darden Wealth Group Inc | 12,915 | $68.7 萬 | 0.35% | −560−4.2% | 減碼 |
| Kestra Advisory Services, LLC | 13,079 | $69.6 萬 | 0.00% | +5,348+69.2% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,515 | $71.9 萬 | 0.00% | +1,150+9.3% | 加碼 |
| Nordwand Advisors, LLC | 13,635 | $72.5 萬 | 0.13% | +200+1.5% | 加碼 |
| Arizona State Retirement System | 13,760 | $73.2 萬 | 0.00% | −368−2.6% | 減碼 |
| Arkadios Wealth Advisors | 14,055 | $74.8 萬 | 0.01% | −2,624−15.7% | 減碼 |
| Greenwood Gearhart Inc | 14,217 | $75.6 萬 | 0.04% | 00.0% | 不變 |
| Verition Fund Management LLC | 14,689 | $78.1 萬 | 0.01% | −99,647−87.2% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 14,809 | $78.8 萬 | 0.05% | +14,809 | 新進 |
| Schonfeld Strategic Advisors LLC | 16,156 | $85.9 萬 | 0.01% | +16,156 | 新進 |
| Financial Engines Advisors L.L.C. | 16,170 | $86.0 萬 | 0.00% | +154+1.0% | 加碼 |
| Russell Investments Group, Ltd. | 16,583 | $88.2 萬 | 0.00% | −5,882−26.2% | 減碼 |
| Entropy Technologies, LP | 16,624 | $88.4 萬 | 0.04% | +16,624 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 16,996 | $90.4 萬 | 0.00% | −3,670−17.8% | 減碼 |
| Retirement Planning Co of New England, Inc. | 17,221 | $91.6 萬 | 0.37% | +826+5.0% | 加碼 |
| Vontobel Holding Ltd. | 17,228 | $91.7 萬 | 0.00% | +11,428+197.0% | 加碼 |
| Green Alpha Advisors, LLC | 17,328 | $92.2 萬 | 0.91% | −229−1.3% | 減碼 |
| Jacobs Levy Equity Management, Inc | 17,338 | $92.2 萬 | 0.00% | +17,338 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 17,779 | $94.6 萬 | 0.00% | +2,684+17.8% | 加碼 |
| Bank of Montreal | 18,283 | $97.3 萬 | 0.00% | +18,283 | 新進 |
| Havemeyer Place LP | 18,703 | $99.5 萬 | 0.11% | +9,359+100.2% | 加碼 |
| Mutual Advisors, LLC | 19,099 | $101.6 萬 | 0.02% | −16,462−46.3% | 減碼 |
| Private Advisor Group, LLC | 19,257 | $102.4 萬 | 0.00% | +2,070+12.0% | 加碼 |
| Envestnet Asset Management Inc | 19,607 | $104.3 萬 | 0.00% | +14,366+274.1% | 加碼 |
| Arta Finance Wealth Management LLC | 19,773 | $105.2 萬 | 0.52% | +828+4.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 20,168 | $107.3 萬 | 0.03% | −599−2.9% | 減碼 |
| Fund Advisors of America Inc | 20,258 | $107.8 萬 | 1.09% | −2,894−12.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 20,378 | $108.4 萬 | 0.00% | −2,172−9.6% | 減碼 |
| Pathstone Holdings, LLC | 20,380 | $108.4 萬 | 0.00% | −142−0.7% | 減碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 20,465 | $108.9 萬 | 0.05% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 20,554 | $109.3 萬 | 0.01% | +7,442+56.8% | 加碼 |
| MML Investors Services, LLC | 20,761 | $110.4 萬 | 0.00% | +13,990+206.6% | 加碼 |
| Janus Henderson Group PLC | 21,280 | $113.2 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 21,685 | $115.4 萬 | 0.00% | −6,569−23.2% | 減碼 |
| Baird Financial Group, Inc. | 23,427 | $124.6 萬 | 0.00% | +1,875+8.7% | 加碼 |
| HighTower Advisors, LLC | 23,548 | $125.3 萬 | 0.00% | −490−2.0% | 減碼 |
| Jones Financial Companies LLLP | 25,010 | $126.1 萬 | 0.00% | +14,886+147.0% | 加碼 |
| Elo Mutual Pension Insurance Co | 24,292 | $129.2 萬 | 0.02% | +24,292 | 新進 |
| Vanguard Global Advisers, LLC | 24,603 | $130.9 萬 | 0.00% | +24,603 | 新進 |
| Spire Wealth Management | 24,799 | $131.9 萬 | 0.05% | +1,398+6.0% | 加碼 |
| Park West Asset Management LLC | 25,000 | $133.0 萬 | 0.12% | +25,000 | 新進 |
| Prospera Financial Services Inc | 25,482 | $135.6 萬 | 0.02% | −1,092−4.1% | 減碼 |
| Integrity Alliance, LLC. | 25,679 | $136.6 萬 | 0.05% | −1,357−5.0% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 26,141 | $139.1 萬 | 0.00% | −1,869−6.7% | 減碼 |
| Quantbot Technologies LP | 26,456 | $140.7 萬 | 0.06% | −30,597−53.6% | 減碼 |
| Grove Street Fiduciary, LLC | 26,500 | $141.0 萬 | 0.62% | 00.0% | 不變 |
| Woodson Capital Management, LP | 26,942 | $143.3 萬 | 0.23% | +26,942 | 新進 |
| UNICOM Systems, Inc. | 27,147 | $144.4 萬 | 0.15% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 27,619 | $146.9 萬 | 0.03% | +18,613+206.7% | 加碼 |
| Cherry Creek Investment Advisors, Inc. | 28,188 | $150.0 萬 | 0.65% | −2,434−7.9% | 減碼 |
| Polianta Ltd | 30,000 | $159.6 萬 | 0.21% | +30,000 | 新進 |
| Bank of New York Mellon Corp | 30,082 | $160.0 萬 | 0.00% | −57,586−65.7% | 減碼 |
| Freemont Management S.A. | 30,200 | $160.7 萬 | 0.30% | −3,100−9.3% | 減碼 |
| Kestra Private Wealth Services, LLC | 30,278 | $161.1 萬 | 0.02% | +5,617+22.8% | 加碼 |
| Arkfeld Wealth Strategies, L.L.C. | 28,603 | $168.0 萬 | 0.53% | −65−0.2% | 減碼 |
| M&T Bank Corp | 31,663 | $168.5 萬 | 0.01% | +5,918+23.0% | 加碼 |
| State of Wisconsin Investment Board | 32,000 | $170.2 萬 | 0.00% | +19,706+160.3% | 加碼 |
| Empowered Funds, LLC | 33,394 | $177.7 萬 | 0.01% | +5,437+19.4% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 35,075 | $186.6 萬 | 0.77% | −9,100−20.6% | 減碼 |