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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, Q1 2023

Institutional positions in Sanmina Corp as of Mar 31, 2023. 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
348
−1 vs. Q4 2022
Shares held
54.6M
+1.35M (+2.5%) vs. Q4 2022
Total value
$3.28B
+$226.7M (+7.4%) vs. Q4 2022
New holders
40
126 more added
Sold out
41
132 more reduced

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 348 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 heldQ1 2023: $3.28B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Sanmina Corp; share changes are against Q4 2022.

Institutions holding SANM in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
SummerHaven Investment Management, LLC19,081$1.16M0.68%+284+1.5%Added
State Board of Administration of Florida Retirement System19,972$1.22M0.00%00.0%Unchanged
STRS Ohio20,000$1.22M0.01%00.0%Unchanged
MorganRosel Wealth Management, LLC20,525$1.25M0.53%+3,304+19.2%Added
Pacifica Partners Inc.22,696$1.27M0.77%−907−3.8%Reduced
Federation des caisses Desjardins du Quebec21,360$1.30M0.01%+6,760+46.3%Added
Manufacturers Life Insurance Company, The22,844$1.39M0.00%+358+1.6%Added
Advisor Group Holdings, Inc.23,191$1.41M0.00%−13,332−36.5%Reduced
Maryland State Retirement & Pension System23,501$1.43M0.03%−140−0.6%Reduced
Virtus Investment Advisers, Inc.23,988$1.46M1.02%−2,538−9.6%Reduced
Trexquant Investment LP24,035$1.47M0.04%−27,434−53.3%Reduced
Amalgamated Bank24,772$1.51M0.01%−1,553−5.9%Reduced
Voya Investment Management LLC24,828$1.51M0.00%−100−0.4%Reduced
Waycross Investment Management Co24,849$1.52M1.52%−249−1.0%Reduced
Los Angeles Capital Management LLC25,199$1.54M0.01%+13,470+114.8%Added
Capital Fund Management S.A.25,457$1.55M0.03%−12,168−32.3%Reduced
Janus Henderson Group PLC25,718$1.57M0.00%+14,164+122.6%Added
TriaGen Wealth Management LLC25,907$1.58M0.79%−320−1.2%Reduced
Mirae Asset Global Investments Co., Ltd.26,208$1.60M0.00%00.0%Unchanged
Louisiana State Employees Retirement System27,200$1.66M0.04%−100−0.4%Reduced
Truist Financial Corp27,213$1.66M0.00%−1,027−3.6%Reduced
Commonwealth Equity Services, LLC27,576$1.68M0.00%+500+1.8%Added
Jennison Associates LLC27,603$1.68M0.00%−1,051−3.7%Reduced
Gsa Capital Partners LLP28,143$1.72M0.17%+17,590+166.7%Added
Bridgewater Associates, LP28,895$1.76M0.01%−34,714−54.6%Reduced
Oppenheimer Asset Management Inc.29,798$1.82M0.03%−36,233−54.9%Reduced
MetLife Investment Management29,973$1.83M0.01%00.0%Unchanged
New York State Common Retirement Fund29,993$1.83M0.00%−272,940−90.1%Reduced
Glenmede Trust Co NA30,169$1.84M0.01%−1,551−4.9%Reduced
Balyasny Asset Management LLC30,367$1.85M0.01%−14,635−32.5%Reduced
Squarepoint Ops LLC30,556$1.86M0.01%+15,626+104.7%Added
American International Group, Inc.31,223$1.90M0.01%+196+0.6%Added
Winton Group Ltd31,257$1.91M0.12%−2,825−8.3%Reduced
Qube Research & Technologies Ltd31,863$1.94M0.01%−63,775−66.7%Reduced
EAM Investors, LLC31,893$1.95M0.38%−4,598−12.6%Reduced
Keeley-Teton Advisors, LLC32,954$2.01M0.25%00.0%Unchanged
Price T Rowe Associates Inc33,147$2.02M0.00%+910+2.8%Added
Yorktown Management & Research Co Inc33,600$2.05M2.21%+33,600New
Yousif Capital Management, LLC34,957$2.13M0.03%−4,380−11.1%Reduced
Susquehanna Fundamental Investments, LLC35,767$2.18M0.05%−12,927−26.5%Reduced
Susquehanna International Group, LLP35,950$2.19M0.00%−450−1.2%Reduced
South Dakota Investment Council36,000$2.20M0.05%+36,000New
State of Tennessee, Treasury Department36,436$2.22M0.01%−8,474−18.9%Reduced
Citigroup Inc37,431$2.28M0.00%−6,253−14.3%Reduced
State of New Jersey Common Pension Fund D37,958$2.32M0.01%+2,867+8.2%Added
Alberta Investment Management Corp40,124$2.45M0.02%+2,430+6.4%Added
BNP Paribas Arbitrage, SA40,223$2.45M0.01%+14,061+53.7%Added
Deutsche Bank AG41,684$2.54M0.00%+14,594+53.9%Added
New York State Teachers Retirement System44,233$2.70M0.01%−1,730−3.8%Reduced
Jacobs Levy Equity Management, Inc46,363$2.83M0.02%+721+1.6%Added
Raymond James & Associates48,900$2.98M0.00%+564+1.2%Added
Leuthold Group, LLC48,999$2.99M0.39%+48,999New
HSBC Holdings PLC50,002$3.03M0.00%−2,123−4.1%Reduced
First Trust Advisors LP50,518$3.08M0.00%−5,297−9.5%Reduced
Credit Suisse AG51,057$3.11M0.00%+1,468+3.0%Added
SG Americas Securities, LLC51,124$3.12M0.04%+38,340+299.9%Added
Clark Capital Management Group, Inc.51,438$3.14M0.04%+15,188+41.9%Added
Stifel Financial Corp52,127$3.18M0.00%+3,968+8.2%Added
Texas Permanent School Fund52,336$3.19M0.03%+13,726+35.6%Added
Nicola Wealth Management Ltd.39,100$3.23M0.32%+12,000+44.3%Added
Macquarie Group Ltd53,000$3.23M0.00%00.0%Unchanged
Two Sigma Investments, LP55,374$3.38M0.01%−104,204−65.3%Reduced
Martingale Asset Management L P55,485$3.38M0.07%+40.0%Added
Tudor Investment Corp Et Al56,467$3.44M0.07%−87,448−60.8%Reduced
FMR LLC57,771$3.52M0.00%+803+1.4%Added
Great West Life Assurance Co57,971$3.53M0.01%−2,643−4.4%Reduced
EAM Global Investors LLC57,967$3.54M0.99%+4,188+7.8%Added
Assetmark, Inc58,916$3.59M0.01%+4,127+7.5%Added
Grantham, Mayo, Van Otterloo & Co. LLC60,345$3.68M0.02%+19,300+47.0%Added
State of Wisconsin Investment Board61,174$3.73M0.01%−7,131−10.4%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys61,791$3.77M0.03%+328+0.5%Added
Teacher Retirement System of Texas64,192$3.92M0.03%−19,099−22.9%Reduced
Russell Investments Group, Ltd.65,049$3.97M0.01%−926−1.4%Reduced
DekaBank Deutsche Girozentrale67,270$4.00M0.01%−615−0.9%Reduced
Barclays PLC67,303$4.10M0.00%+4,905+7.9%Added
Thrivent Financial for Lutherans69,214$4.22M0.01%−1,075−1.5%Reduced
UBS Asset Management Americas Inc69,667$4.25M0.00%−2,338−3.2%Reduced
TD Waterhouse Canada Inc.57,292$4.27M0.04%+5,283+10.2%Added
California State Teachers Retirement System72,731$4.44M0.01%−1,520−2.0%Reduced
CX Institutional73,543$4.44M0.24%+73,543New
Beacon Harbor Wealth Advisors, Inc.76,736$4.68M1.63%+76,736New
ExodusPoint Capital Management, LP80,591$4.92M0.06%+10,803+15.5%Added
TCWP LLC83,654$5.10M0.97%+83,654New
We Are One Seven, LLC83,879$5.12M0.32%+83,879New
AXA S.A.83,900$5.12M0.02%−2,600−3.0%Reduced
Great Lakes Advisors, LLC84,118$5.13M0.05%+84,118New
Two Sigma Advisers, LP86,600$5.28M0.01%−2,500−2.8%Reduced
Norges Bank87,721$5.35M0.00%−18,780−17.6%Reduced
Livforsakringsbolaget Skandia, Omsesidigt89,500$5.45M0.57%00.0%Unchanged
Foundry Partners, LLC92,222$5.62M0.35%+4,832+5.5%Added
O'Shaughnessy Asset Management, LLC93,625$5.71M0.09%+21,137+29.2%Added
Public Sector Pension Investment Board102,638$6.26M0.05%−1,844−1.8%Reduced
Wedge Capital Management L L P108,171$6.60M0.11%+108,171New
Hillsdale Investment Management Inc.109,990$6.71M0.57%+700+0.6%Added
State of Alaska, Department of Revenue113,390$6.92M0.08%−150.0%Reduced
Envestnet Asset Management Inc972,312$7.21M0.00%+815,275+519.2%Added
Swiss National Bank124,000$7.56M0.01%−15,600−11.2%Reduced
Hotchkis & Wiley Capital Management LLC132,681$8.09M0.03%+11,320+9.3%Added
Mesirow Institutional Investment Management, Inc.137,170$8.37M0.91%+137,170New
Voloridge Investment Management, LLC137,939$8.41M0.04%−26,734−16.2%Reduced