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Sanmina Corp

SANM
Exchange
Nasdaq
Industry
Printed Circuit Boards
SEC CIK
0000897723

In the last 90 days, Sanmina Corp insiders filed 0 open-market purchases and 2 sales; 573 institutions reported holding it in 13F filings for Q2 2026, worth $12.7B in total; Maverick Capital is the only superinvestor holding it.

13F holders, Q4 2022

Institutional positions in Sanmina Corp as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
351
+64 vs. Q3 2022
Shares held
53.7M
+479.0K (+0.9%) vs. Q3 2022
Total value
$3.08B
+$622.9M (+25.4%) vs. Q3 2022
New holders
79
116 more added
Sold out
15
115 more reduced

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SANM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 351 institutions
Q1 2021: 252 institutionsQ2 2021: 251 institutionsQ3 2021: 243 institutionsQ4 2021: 258 institutionsQ1 2022: 265 institutionsQ2 2022: 272 institutionsQ3 2022: 289 institutionsQ4 2022: 351 institutionsQ1 2023: 348 institutionsQ2 2023: 317 institutionsQ3 2023: 310 institutionsQ4 2023: 299 institutionsQ1 2024: 315 institutionsQ2 2024: 285 institutionsQ3 2024: 312 institutionsQ4 2024: 313 institutionsQ1 2025: 326 institutionsQ2 2025: 356 institutionsQ3 2025: 384 institutionsQ4 2025: 451 institutionsQ1 2026: 460 institutionsQ2 2026: 573 institutions
Value heldQ4 2022: $3.08B
Q1 2021: $2.58BQ2 2021: $2.45BQ3 2021: $2.36BQ4 2021: $2.43BQ1 2022: $2.30BQ2 2022: $2.24BQ3 2022: $2.47BQ4 2022: $3.08BQ1 2023: $3.28BQ2 2023: $3.19BQ3 2023: $2.86BQ4 2023: $2.71BQ1 2024: $3.26BQ2 2024: $3.49BQ3 2024: $3.60BQ4 2024: $4.02BQ1 2025: $3.94BQ2 2025: $5.19BQ3 2025: $6.17BQ4 2025: $8.21BQ1 2026: $6.89BQ2 2026: $12.7B
Institutions holding SANM and their total value by quarter
QuarterHoldersValue
Q2 2026573$12.7B
Q1 2026460$6.89B
Q4 2025451$8.21B
Q3 2025384$6.17B
Q2 2025356$5.19B
Q1 2025326$3.94B
Q4 2024313$4.02B
Q3 2024312$3.60B
Q2 2024285$3.49B
Q1 2024315$3.26B
Q4 2023299$2.71B
Q3 2023310$2.86B
Q2 2023317$3.19B
Q1 2023348$3.28B
Q4 2022351$3.08B
Q3 2022289$2.47B
Q2 2022272$2.24B
Q1 2022265$2.30B
Q4 2021258$2.43B
Q3 2021243$2.36B
Q2 2021251$2.45B
Q1 2021252$2.58B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Sanmina Corp; share changes are against Q3 2022.

Institutions holding SANM in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ritholtz Wealth Management17,282$990.1K0.06%+3,479+25.2%Added
TD Asset Management Inc17,500$1.00M0.00%−87,000−83.3%Reduced
Teachers Retirement System of the State of Kentucky17,732$1.02M0.01%−3,343−15.9%Reduced
SummerHaven Investment Management, LLC18,797$1.08M0.64%+170+0.9%Added
Walleye Capital LLC19,044$1.09M0.02%+19,044New
Oregon Public Employees Retirement Fund19,111$1.09M0.01%−445−2.3%Reduced
State Board of Administration of Florida Retirement System19,972$1.14M0.00%−6,800−25.4%Reduced
STRS Ohio20,000$1.15M0.01%−4,500−18.4%Reduced
Campbell & CO Investment Adviser LLC22,366$1.28M0.31%+5,528+32.8%Added
Manufacturers Life Insurance Company, The22,486$1.29M0.00%−794−3.4%Reduced
Lisanti Capital Growth, LLC22,495$1.29M0.18%+22,495New
Maryland State Retirement & Pension System23,641$1.35M0.04%+23,641New
Pacifica Partners Inc.23,603$1.38M0.94%−7,157−23.3%Reduced
Voya Investment Management LLC24,928$1.43M0.00%−785−3.1%Reduced
Waycross Investment Management Co25,098$1.44M1.45%+25,098New
Fox Run Management, L.L.C.25,139$1.44M0.58%+25,139New
Aquatic Capital Management LLC25,500$1.46M0.11%+25,500New
BNP Paribas Arbitrage, SA26,162$1.50M0.00%−21,593−45.2%Reduced
Mirae Asset Global Investments Co., Ltd.26,208$1.50M0.00%00.0%Unchanged
TriaGen Wealth Management LLC26,227$1.50M0.83%00.0%Unchanged
Amalgamated Bank26,325$1.51M0.01%−321−1.2%Reduced
Engineers Gate Manager LP26,400$1.51M0.09%+26,400New
Virtus Investment Advisers, Inc.26,526$1.52M1.01%−1,951−6.9%Reduced
Commonwealth Equity Services, LLC27,076$1.55M0.00%+73+0.3%Added
Deutsche Bank AG27,090$1.55M0.00%+3,195+13.4%Added
Louisiana State Employees Retirement System27,300$1.56M0.04%−300−1.1%Reduced
Truist Financial Corp28,240$1.62M0.00%+14,337+103.1%Added
Jennison Associates LLC28,654$1.64M0.00%−7,822−21.4%Reduced
MetLife Investment Management29,973$1.72M0.01%00.0%Unchanged
American International Group, Inc.31,027$1.78M0.01%−273−0.9%Reduced
Jupiter Asset Management Ltd31,185$1.79M0.03%+21,469+221.0%Added
Glenmede Trust Co NA31,720$1.82M0.01%−2,070−6.1%Reduced
Price T Rowe Associates Inc32,237$1.85M0.00%+850+2.7%Added
Keeley-Teton Advisors, LLC32,954$1.89M0.23%−6,028−15.5%Reduced
Winton Group Ltd34,082$1.95M0.13%−3,817−10.1%Reduced
Marshall Wace, LLP34,539$1.98M0.01%+34,539New
State of New Jersey Common Pension Fund D35,091$2.01M0.01%−11,864−25.3%Reduced
Dynamic Technology Lab Private Ltd35,192$2.02M0.20%+29,512+519.6%Added
Clark Capital Management Group, Inc.36,250$2.08M0.02%+8,448+30.4%Added
Susquehanna International Group, LLP36,400$2.09M0.00%+3,203+9.6%Added
EAM Investors, LLC36,491$2.09M0.43%−27,780−43.2%Reduced
Advisor Group Holdings, Inc.36,523$2.09M0.00%+7,636+26.4%Added
Nicola Wealth Management Ltd.27,100$2.10M0.21%+6,000+28.4%Added
Capital Fund Management S.A.37,625$2.16M0.05%+25,265+204.4%Added
Alberta Investment Management Corp37,694$2.16M0.02%00.0%Unchanged
Texas Permanent School Fund38,610$2.21M0.03%−2,966−7.1%Reduced
Yousif Capital Management, LLC39,337$2.25M0.03%−10,695−21.4%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC41,045$2.35M0.01%+20,000+95.0%Added
Citigroup Inc43,684$2.50M0.00%−2,032−4.4%Reduced
Ergoteles LLC44,473$2.55M0.09%+31,139+233.5%Added
State of Tennessee, Treasury Department44,910$2.57M0.01%−14,597−24.5%Reduced
Balyasny Asset Management LLC45,002$2.58M0.01%+23,702+111.3%Added
Jacobs Levy Equity Management, Inc45,642$2.61M0.02%−8,725−16.0%Reduced
New York State Teachers Retirement System45,963$2.63M0.01%−200−0.4%Reduced
Occudo Quantitative Strategies LP46,468$2.66M0.31%+46,468New
Stifel Financial Corp48,159$2.76M0.00%+283+0.6%Added
Raymond James & Associates48,336$2.77M0.00%−16,987−26.0%Reduced
Susquehanna Fundamental Investments, LLC48,694$2.79M0.05%−2,623−5.1%Reduced
Credit Suisse AG49,589$2.84M0.00%−3,390−6.4%Reduced
Jane Street Group, LLC50,144$2.87M0.01%+22,469+81.2%Added
Trexquant Investment LP51,469$2.95M0.08%+42,570+478.4%Added
HSBC Holdings PLC52,125$2.96M0.00%+24,165+86.4%Added
Macquarie Group Ltd53,000$3.04M0.00%−7,043−11.7%Reduced
EAM Global Investors LLC53,779$3.08M0.80%+9,752+22.2%Added
Assetmark, Inc54,789$3.14M0.01%+4,065+8.0%Added
Martingale Asset Management L P55,481$3.18M0.06%+10,022+22.0%Added
First Trust Advisors LP55,815$3.20M0.00%−32,077−36.5%Reduced
FMR LLC56,968$3.26M0.00%+11,981+26.6%Added
Schonfeld Strategic Advisors LLC59,500$3.41M0.03%+59,500New
Great West Life Assurance Co60,614$3.47M0.01%−4,867−7.4%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys61,463$3.52M0.03%+8,797+16.7%Added
Barclays PLC62,398$3.57M0.00%−225−0.4%Reduced
Bridgewater Associates, LP63,609$3.64M0.02%−40,100−38.7%Reduced
Comerica Bank60,637$3.70M0.03%−10,310−14.5%Reduced
TD Waterhouse Canada Inc.52,009$3.71M0.04%+576+1.1%Added
Russell Investments Group, Ltd.65,975$3.78M0.01%+25,375+62.5%Added
Oppenheimer Asset Management Inc.66,031$3.78M0.06%−936−1.4%Reduced
DekaBank Deutsche Girozentrale67,885$3.91M0.01%+7,795+13.0%Added
State of Wisconsin Investment Board68,305$3.91M0.01%−4,135−5.7%Reduced
ExodusPoint Capital Management, LP69,788$4.00M0.06%+47,285+210.1%Added
Thrivent Financial for Lutherans70,289$4.03M0.01%−32,492−31.6%Reduced
UBS Asset Management Americas Inc72,005$4.13M0.00%+524+0.7%Added
O'Shaughnessy Asset Management, LLC72,488$4.15M0.07%+5,701+8.5%Added
California State Teachers Retirement System74,251$4.25M0.01%−1,794−2.4%Reduced
Algert Global LLC79,264$4.54M0.25%+47,538+149.8%Added
Teacher Retirement System of Texas83,291$4.77M0.03%−231−0.3%Reduced
AXA S.A.86,500$4.96M0.02%00.0%Unchanged
Foundry Partners, LLC87,390$5.01M0.28%+5,935+7.3%Added
Two Sigma Advisers, LP89,100$5.10M0.01%+82,600+1,270.8%Added
Livforsakringsbolaget Skandia, Omsesidigt89,500$5.13M0.59%00.0%Unchanged
Twinbeech Capital LP94,843$5.43M0.10%+94,843New
Qube Research & Technologies Ltd95,638$5.48M0.03%+24,289+34.0%Added
HRT Financial LP99,864$5.72M0.08%+22,440+29.0%Added
Moran Wealth Management, LLC100,401$5.75M0.22%+100,401New
Public Sector Pension Investment Board104,482$5.99M0.05%−1,474−1.4%Reduced
Norges Bank106,501$6.10M0.00%+106,501New
Arrowstreet Capital, Limited Partnership106,773$6.12M0.01%+101,837+2,063.1%Added
JPMorgan Chase & Co107,717$6.17M0.00%−48,301−31.0%Reduced
Hillsdale Investment Management Inc.109,290$6.26M0.53%−11,850−9.8%Reduced
State of Alaska, Department of Revenue113,405$6.50M0.08%+1,779+1.6%Added