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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
State of Tennessee, Treasury Department44,910$2.57M0.01%−14,597−24.5%Reduced
Ergoteles LLC44,473$2.55M0.09%+31,139+233.5%Added
Citigroup Inc43,684$2.50M0.00%−2,032−4.4%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC41,045$2.35M0.01%+20,000+95.0%Added
Yousif Capital Management, LLC39,337$2.25M0.03%−10,695−21.4%Reduced
Texas Permanent School Fund38,610$2.21M0.03%−2,966−7.1%Reduced
Alberta Investment Management Corp37,694$2.16M0.02%00.0%Unchanged
Capital Fund Management S.A.37,625$2.16M0.05%+25,265+204.4%Added
Nicola Wealth Management Ltd.27,100$2.10M0.21%+6,000+28.4%Added
Advisor Group Holdings, Inc.36,523$2.09M0.00%+7,636+26.4%Added
EAM Investors, LLC36,491$2.09M0.43%−27,780−43.2%Reduced
Susquehanna International Group, LLP36,400$2.09M0.00%+3,203+9.6%Added
Clark Capital Management Group, Inc.36,250$2.08M0.02%+8,448+30.4%Added
Dynamic Technology Lab Private Ltd35,192$2.02M0.20%+29,512+519.6%Added
State of New Jersey Common Pension Fund D35,091$2.01M0.01%−11,864−25.3%Reduced
Marshall Wace, LLP34,539$1.98M0.01%+34,539New
Winton Group Ltd34,082$1.95M0.13%−3,817−10.1%Reduced
Keeley-Teton Advisors, LLC32,954$1.89M0.23%−6,028−15.5%Reduced
Price T Rowe Associates Inc32,237$1.85M0.00%+850+2.7%Added
Glenmede Trust Co NA31,720$1.82M0.01%−2,070−6.1%Reduced
Jupiter Asset Management Ltd31,185$1.79M0.03%+21,469+221.0%Added
American International Group, Inc.31,027$1.78M0.01%−273−0.9%Reduced
MetLife Investment Management29,973$1.72M0.01%00.0%Unchanged
Jennison Associates LLC28,654$1.64M0.00%−7,822−21.4%Reduced
Truist Financial Corp28,240$1.62M0.00%+14,337+103.1%Added
Louisiana State Employees Retirement System27,300$1.56M0.04%−300−1.1%Reduced
Deutsche Bank AG27,090$1.55M0.00%+3,195+13.4%Added
Commonwealth Equity Services, LLC27,076$1.55M0.00%+73+0.3%Added
Virtus Investment Advisers, Inc.26,526$1.52M1.01%−1,951−6.9%Reduced
Engineers Gate Manager LP26,400$1.51M0.09%+26,400New
Amalgamated Bank26,325$1.51M0.01%−321−1.2%Reduced
TriaGen Wealth Management LLC26,227$1.50M0.83%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.26,208$1.50M0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA26,162$1.50M0.00%−21,593−45.2%Reduced
Aquatic Capital Management LLC25,500$1.46M0.11%+25,500New
Fox Run Management, L.L.C.25,139$1.44M0.58%+25,139New
Waycross Investment Management Co25,098$1.44M1.45%+25,098New
Voya Investment Management LLC24,928$1.43M0.00%−785−3.1%Reduced
Pacifica Partners Inc.23,603$1.38M0.94%−7,157−23.3%Reduced
Maryland State Retirement & Pension System23,641$1.35M0.04%+23,641New
Lisanti Capital Growth, LLC22,495$1.29M0.18%+22,495New
Manufacturers Life Insurance Company, The22,486$1.29M0.00%−794−3.4%Reduced
Campbell & CO Investment Adviser LLC22,366$1.28M0.31%+5,528+32.8%Added
STRS Ohio20,000$1.15M0.01%−4,500−18.4%Reduced
State Board of Administration of Florida Retirement System19,972$1.14M0.00%−6,800−25.4%Reduced
Oregon Public Employees Retirement Fund19,111$1.09M0.01%−445−2.3%Reduced
Walleye Capital LLC19,044$1.09M0.02%+19,044New
SummerHaven Investment Management, LLC18,797$1.08M0.64%+170+0.9%Added
Teachers Retirement System of the State of Kentucky17,732$1.02M0.01%−3,343−15.9%Reduced
TD Asset Management Inc17,500$1.00M0.00%−87,000−83.3%Reduced
Ritholtz Wealth Management17,282$990.1K0.06%+3,479+25.2%Added
MorganRosel Wealth Management, LLC17,221$986.6K0.45%+17,221New
Healthcare of Ontario Pension Plan Trust Fund17,000$973.9K0.00%+17,000New
Ensign Peak Advisors, Inc16,938$970.4K0.00%+3,100+22.4%Added
Canada Pension Plan Investment Board16,800$962.5K0.00%−10,600−38.7%Reduced
Arizona State Retirement System16,312$934.5K0.01%−222−1.3%Reduced
EULAV Asset Management16,000$916.6K0.04%+16,000New
Financial Advocates Investment Management15,521$889.2K0.07%+15,521New
Quantbot Technologies LP15,128$866.7K0.06%+14,186+1,505.9%Added
Squarepoint Ops LLC14,930$855.3K0.01%+717+5.0%Added
Capital Impact Advisors, LLC14,811$848.5K0.83%−3,826−20.5%Reduced
APG Asset Management N.V.14,800$848.0K0.00%+2,100+16.5%Added
Federation des caisses Desjardins du Quebec14,600$836.4K0.01%00.0%Unchanged
Massachusetts Financial Services Co14,502$830.8K0.00%+307+2.2%Added
New York Life Investment Management LLC14,035$804.1K0.01%+1,506+12.0%Added
Jackson Creek Investment Advisors LLC13,990$801.0K0.36%−5,183−27.0%Reduced
Verition Fund Management LLC13,888$795.6K0.02%+6,531+88.8%Added
Natixis Advisors, L.P.13,577$778.0K0.00%+797+6.2%Added
Y-Intercept (Hong Kong) Ltd13,481$772.3K0.11%+8,637+178.3%Added
Everence Capital Management Inc13,090$750.0K0.06%00.0%Unchanged
SG Americas Securities, LLC12,784$732.0K0.01%+7,371+136.2%Added
Moloney Securities Asset Management, LLC12,713$728.3K0.16%−3,049−19.3%Reduced
Virginia Retirement Systems Et Al12,300$704.7K0.01%−600−4.7%Reduced
Toroso Investments, LLC12,287$704.0K0.03%+12,287New
Mackenzie Financial Corp12,282$703.6K0.00%−200−1.6%Reduced
Mutual of America Capital Management LLC12,036$689.5K0.01%+535+4.7%Added
Virtu Financial LLC11,894$681.0K0.09%+11,894New
MML Investors Services, LLC11,737$672.0K0.00%+4,292+57.6%Added
Los Angeles Capital Management LLC11,729$672.0K0.00%+50.0%Added
Horizon Investment Services, LLC11,705$670.6K0.49%+6,890+143.1%Added
Versor Investments LP11,674$668.8K0.06%−26,431−69.4%Reduced
Janus Henderson Group PLC11,554$661.9K0.00%−1,600−12.2%Reduced
Janney Montgomery Scott LLC11,442$656.0K0.00%−2,042−15.1%Reduced
Shell Asset Management Co10,874$623.0K0.03%−2,271−17.3%Reduced
Royal Bank of Canada10,834$622.0K0.00%+9,124+533.6%Added
Diversified Trust Co10,728$615.0K0.03%+139+1.3%Added
Eqis Capital Management, Inc.10,732$614.8K0.07%+10,732New
One01 Capital, LP10,700$613.0K1.78%+10,700New
Connable Office Inc10,577$606.0K0.09%00.0%Unchanged
Gsa Capital Partners LLP10,553$605.0K0.08%+10,553New
Point72 Middle East FZE10,153$581.7K0.04%+10,153New
FORA Capital, LLC10,116$579.5K0.09%+10,116New
Public Employees Retirement Association of Colorado10,012$574.0K0.00%00.0%Unchanged
RBF Capital, LLC10,000$573.0K0.04%00.0%Unchanged
Settian Capital LP10,000$572.9K0.50%+10,000New
Bridgefront Capital, LLC9,707$556.1K0.39%+9,707New
Gotham Asset Management, LLC9,443$541.0K0.02%+4,923+108.9%Added
Inceptionr LLC9,402$538.6K0.28%+9,402New
Franklin Resources Inc9,379$537.3K0.00%+47+0.5%Added
MAI Capital Management9,374$537.0K0.01%+1,179+14.4%Added