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 2 季 13F 持有人
Symbotic Inc. 在 2026/6/30 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
- 419
- 較 2026 年第 1 季 +11 家
- 持有股數
- 1.16 億
- 較 2026 年第 1 季 +303.0 萬 (+2.7%)
- 總市值
- $52.1 億
- 較 2026 年第 1 季 −$7.93 億 (−13.2%)
- 新進機構
- 92
- 另有 172 家加碼
- 清倉機構
- 81
- 另有 87 家減碼
另有 5 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| GWM Advisors LLC | 11,452 | $51.5 萬 | 0.00% | +1,799+18.6% | 加碼 |
| Financial Engines Advisors L.L.C. | 11,265 | $50.6 萬 | 0.00% | −4,905−30.3% | 減碼 |
| BlueCrest Capital Management Ltd | 10,000 | $45.0 萬 | 0.02% | +10,000 | 新進 |
| Concentric Capital Strategies, LP | 9,843 | $44.2 萬 | 0.03% | +9,843 | 新進 |
| Vestmark Advisory Solutions, Inc. | 9,586 | $43.1 萬 | 0.00% | +9,586 | 新進 |
| D.A. Davidson & Co. | 9,120 | $41.0 萬 | 0.00% | +1,798+24.6% | 加碼 |
| Tyche Wealth Partners LLC | 8,990 | $40.4 萬 | 0.06% | 00.0% | 不變 |
| SEI Investments Co | 8,887 | $39.9 萬 | 0.00% | −135,533−93.8% | 減碼 |
| Havemeyer Place LP | 8,777 | $39.5 萬 | 0.04% | −9,926−53.1% | 減碼 |
| Laffer Tengler Investments | 8,766 | $39.4 萬 | 0.05% | +743+9.3% | 加碼 |
| TigerOak Management, L.L.C. | 8,640 | $38.8 萬 | 0.11% | +8,640 | 新進 |
| OP Asset Management Ltd | 8,513 | $38.3 萬 | 0.00% | +8,513 | 新進 |
| American Century Companies Inc | 8,410 | $37.8 萬 | 0.00% | +884+11.7% | 加碼 |
| Deutsche Bank AG | 8,331 | $37.4 萬 | 0.00% | +2,585+45.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 8,484 | $37.0 萬 | 0.00% | +3,574+72.8% | 加碼 |
| MAI Capital Management | 8,236 | $37.0 萬 | 0.00% | +7,667+1,347.5% | 加碼 |
| Mariner, LLC | 8,185 | $36.8 萬 | 0.00% | −13,500−62.3% | 減碼 |
| Bayesian Capital Management, LP | 8,149 | $36.6 萬 | 0.23% | +8,149 | 新進 |
| Werlinich Asset Management, LLC | 8,108 | $36.4 萬 | 0.14% | +100+1.2% | 加碼 |
| Kingswood Wealth Advisors, LLC | 8,065 | $36.3 萬 | 0.01% | +1,038+14.8% | 加碼 |
| Janney Montgomery Scott LLC | 7,981 | $35.9 萬 | 0.00% | +3,642+83.9% | 加碼 |
| AlphaGrep UK Ltd | 7,911 | $35.6 萬 | 0.11% | +7,911 | 新進 |
| Lakeshore Financial Planning, Inc. | 7,803 | $35.1 萬 | 0.11% | +7,803 | 新進 |
| The PNC Financial Services Group, Inc. | 7,603 | $34.2 萬 | 0.00% | +1,444+23.4% | 加碼 |
| Somerset Trust Co | 7,427 | $33.4 萬 | 0.09% | +29+0.4% | 加碼 |
| Addison Capital Co | 7,375 | $33.2 萬 | 0.05% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 7,325 | $32.9 萬 | 0.17% | −500−6.4% | 減碼 |
| Franklin Resources Inc | 7,308 | $32.8 萬 | 0.00% | −537,684−98.7% | 減碼 |
| IFP Advisors, Inc | 7,203 | $32.4 萬 | 0.01% | +1,092+17.9% | 加碼 |
| Farther Finance Advisors, LLC | 7,088 | $31.8 萬 | 0.00% | +1,893+36.4% | 加碼 |
| Centiva Capital, LP | 7,058 | $31.7 萬 | 0.01% | +7,058 | 新進 |
| Palumbo Wealth Management LLC | 6,984 | $31.4 萬 | 0.07% | +138+2.0% | 加碼 |
| Vestcor Inc | 6,926 | $31.1 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 6,917 | $31.1 萬 | 0.00% | +1,536+28.5% | 加碼 |
| Capstone Investment Advisors, LLC | 6,912 | $31.1 萬 | 0.00% | +6,912 | 新進 |
| Mercer Global Advisors Inc | 6,808 | $30.6 萬 | 0.00% | −2,222−24.6% | 減碼 |
| Wealthcare Advisory Partners LLC | 6,792 | $30.5 萬 | 0.01% | +2,005+41.9% | 加碼 |
| TD Asset Management Inc | 6,572 | $29.5 萬 | 0.00% | +446+7.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 6,503 | $29.2 萬 | 0.00% | +1,892+41.0% | 加碼 |
| West Tower Group, LLC | 6,500 | $29.2 萬 | 0.82% | −500−7.1% | 減碼 |
| Onyx Bridge Wealth Group LLC | 6,479 | $29.1 萬 | 0.03% | 00.0% | 不變 |
| Savant Capital, LLC | 6,168 | $29.0 萬 | 0.00% | +6,168 | 新進 |
| Intrepid Financial Planning Group LLC | 6,420 | $28.9 萬 | 0.10% | −50−0.8% | 減碼 |
| Phoenix Holdings Ltd. | 6,200 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| McGuire Capital Advisors Inc | 6,177 | $27.8 萬 | 0.15% | +4,662+307.7% | 加碼 |
| Magnetar Financial LLC | 6,177 | $27.8 萬 | 0.00% | +6,177 | 新進 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,150 | $27.6 萬 | 0.00% | −7,365−54.5% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 6,145 | $27.6 萬 | 0.00% | +1,908+45.0% | 加碼 |
| International Assets Investment Management, LLC | 6,114 | $27.5 萬 | 0.02% | +270+4.6% | 加碼 |
| SBI Securities Co., Ltd. | 6,040 | $27.1 萬 | 0.01% | +45+0.8% | 加碼 |
| Boothbay Fund Management, LLC | 5,959 | $26.8 萬 | 0.01% | −21,660−78.4% | 減碼 |
| Malaga Cove Capital, LLC | 5,943 | $26.7 萬 | 0.09% | +1,672+39.1% | 加碼 |
| Sigma Planning Corp | 5,881 | $26.4 萬 | 0.01% | +328+5.9% | 加碼 |
| Fox Run Management, L.L.C. | 5,880 | $26.4 萬 | 0.04% | +5,880 | 新進 |
| Merit Financial Group, LLC | 5,813 | $26.1 萬 | 0.00% | +5,813 | 新進 |
| Concurrent Investment Advisors, LLC | 5,811 | $26.1 萬 | 0.00% | +287+5.2% | 加碼 |
| Advisory Alpha, LLC | 5,635 | $25.3 萬 | 0.01% | +5,635 | 新進 |
| La Banque Postale Asset Management SA | 5,616 | $25.2 萬 | 0.00% | +1,717+44.0% | 加碼 |
| Osbon Capital Management LLC | 5,615 | $25.2 萬 | 0.20% | −10.0% | 減碼 |
| Marex Group plc | 5,564 | $25.0 萬 | 0.00% | +5,564 | 新進 |
| D. E. Shaw & Co., Inc. | 5,478 | $24.6 萬 | 0.00% | −243,032−97.8% | 減碼 |
| Creative Planning | 5,462 | $24.6 萬 | 0.00% | −465−7.8% | 減碼 |
| JustInvest LLC | 5,374 | $24.2 萬 | 0.00% | −1,240−18.7% | 減碼 |
| DB&C Advisors, LLC | 5,373 | $24.2 萬 | 0.26% | +5,373 | 新進 |
| Public Employees Retirement Association of Colorado | 5,356 | $24.1 萬 | 0.00% | 00.0% | 不變 |
| Midwest Professional Planners, LTD. | 5,308 | $23.9 萬 | 0.05% | +423+8.7% | 加碼 |
| Private Trust Co NA | 5,250 | $23.6 萬 | 0.02% | 00.0% | 不變 |
| Mackenzie Financial Corp | 5,231 | $23.5 萬 | 0.00% | +314+6.4% | 加碼 |
| QRG Capital Management, Inc. | 5,100 | $22.9 萬 | 0.00% | +344+7.2% | 加碼 |
| Global Retirement Partners, LLC | 5,089 | $22.9 萬 | 0.00% | +5,089 | 新進 |
| Central Pacific Bank - Trust Division | 5,074 | $22.8 萬 | 0.02% | −5,254−50.9% | 減碼 |
| Gables Capital Management Inc. | 5,000 | $22.5 萬 | 0.08% | +3,000+150.0% | 加碼 |
| Eurizon Capital SGR S.p.A. | 5,042 | $22.5 萬 | 0.00% | +3,222+177.0% | 加碼 |
| Tannin Capital LLC | 4,922 | $22.1 萬 | 0.15% | −42−0.8% | 減碼 |
| Swiss Life Asset Management Ltd | 4,623 | $20.8 萬 | 0.00% | +4,623 | 新進 |
| Ascent Wealth Partners, LLC | 4,621 | $20.8 萬 | 0.02% | +679+17.2% | 加碼 |
| SlateStone Wealth, LLC | 4,514 | $20.3 萬 | 0.02% | +10+0.2% | 加碼 |
| Warren Averett Asset Management, LLC | 4,498 | $20.2 萬 | 0.00% | −256−5.4% | 減碼 |
| CoreCap Advisors, LLC | 4,398 | $19.8 萬 | 0.01% | −458−9.4% | 減碼 |
| MCF Advisors LLC | 3,564 | $16.0 萬 | 0.01% | 00.0% | 不變 |
| Action Point Financial Planning, LLC | 3,558 | $16.0 萬 | 0.02% | +3,558 | 新進 |
| Aster Capital Management (DIFC) Ltd | 3,546 | $15.9 萬 | 0.03% | +3,546 | 新進 |
| Walleye Trading LLC | 3,120 | $14.0 萬 | 0.00% | +3,120 | 新進 |
| JTC Employer Solutions Trusteee Ltd | 2,694 | $12.1 萬 | 0.01% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 2,608 | $11.7 萬 | 0.00% | −206−7.3% | 減碼 |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 2,274 | $10.2 萬 | 0.00% | +278+13.9% | 加碼 |
| US Bancorp | 2,213 | $9.95 萬 | 0.00% | −420−16.0% | 減碼 |
| Resona Asset Management Co.,Ltd. | 2,352 | $9.91 萬 | 0.00% | +2,352 | 新進 |
| AdvisorNet Financial, Inc | 2,000 | $8.99 萬 | 0.00% | 00.0% | 不變 |
| Nykredit A/S | 1,984 | $8.92 萬 | 0.00% | +1,984 | 新進 |
| Rakuten Securities, Inc. | 1,972 | $8.86 萬 | 0.02% | −1,247−38.7% | 減碼 |
| Crewe Advisors LLC | 1,900 | $8.54 萬 | 0.01% | 00.0% | 不變 |
| Northwest & Ethical Investments L.P. | 1,889 | $7.96 萬 | 0.00% | −3,111−62.2% | 減碼 |
| IAG Wealth Partners, LLC | 1,752 | $7.88 萬 | 0.01% | 00.0% | 不變 |
| KBC Group NV | 1,699 | $7.60 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 1,607 | $7.22 萬 | 0.00% | +61+3.9% | 加碼 |
| Allworth Financial LP | 1,512 | $6.80 萬 | 0.00% | −1,274−45.7% | 減碼 |
| Hantz Financial Services, Inc. | 1,500 | $6.70 萬 | 0.00% | 00.0% | 不變 |
| Vega Investment Solutions | 1,379 | $6.20 萬 | 0.01% | +278+25.2% | 加碼 |
| Armstrong Advisory Group, Inc | 1,290 | $5.80 萬 | 0.00% | 00.0% | 不變 |