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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, Q2 2023

Institutional positions in Sanmina Corp as of Jun 30, 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
317
−31 vs. Q1 2023
Shares held
52.9M
−1.68M (−3.1%) vs. Q1 2023
Total value
$3.19B
−$89.1M (−2.7%) vs. Q1 2023
New holders
26
115 more added
Sold out
57
129 more reduced

Compare with Q1 2023: 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 holdersQ2 2023: 317 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 heldQ2 2023: $3.19B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Sanmina Corp; share changes are against Q1 2023.

Institutions holding SANM in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Watershed Asset Management, L.L.C.5,153$310.6K0.38%+515+11.1%Added
Xponance, Inc.5,155$310.7K0.00%+1,767+52.2%Added
National Asset Management, Inc.5,213$314.2K0.01%−60−1.1%Reduced
Bank of Montreal5,366$325.6K0.00%−1,783−24.9%Reduced
Advisor Partners II, LLC5,402$325.6K0.02%−87−1.6%Reduced
Lido Advisors, LLC5,468$329.6K0.00%−2,066−27.4%Reduced
PEAK6 Investments LLC5,472$329.8K0.03%+5,472New
CSS LLC5,481$330.3K0.03%−4,500−45.1%Reduced
Saturna Capital CORP5,944$358.2K0.01%00.0%Unchanged
Vident Investment Advisory, LLC5,989$360.8K0.01%+218+3.8%Added
MAI Capital Management6,052$364.8K0.01%−3,991−39.7%Reduced
Evergreen Capital Management LLC6,246$376.4K0.02%+190+3.1%Added
Navellier & Associates Inc6,281$378.6K0.07%+264+4.4%Added
Lazard Asset Management LLC6,291$379.0K0.00%−8,410−57.2%Reduced
Asset Management One Co.,Ltd.6,311$380.4K0.00%−7,753−55.1%Reduced
The PNC Financial Services Group, Inc.6,548$394.6K0.00%+667+11.3%Added
BTC Capital Management, Inc.6,586$395.9K0.04%+6,586New
Creative Planning6,678$402.5K0.00%−2,175−24.6%Reduced
Royal Bank of Canada6,695$404.0K0.00%+2,512+60.1%Added
New York Life Investment Management LLC6,757$407.2K0.00%−1,254−15.7%Reduced
Pictet Asset Management SA6,848$412.7K0.00%−969−12.4%Reduced
First Hawaiian Bank7,300$440.0K0.01%+7,300New
Marathon Capital Management7,500$452.0K0.11%00.0%Unchanged
Westover Capital Advisors, LLC7,567$456.1K0.16%−2,202−22.5%Reduced
JustInvest LLC8,438$508.6K0.02%+74+0.9%Added
Moran Wealth Management, LLC8,494$511.9K0.02%−5,505−39.3%Reduced
Centiva Capital, LP8,523$513.7K0.03%+4,116+93.4%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.8,578$517.0K0.00%−1,629−16.0%Reduced
Federated Hermes, Inc.8,782$529.3K0.00%+8,664+7,342.4%Added
MML Investors Services, LLC9,024$544.0K0.00%−1,662−15.6%Reduced
Captrust Financial Advisors9,264$558.3K0.00%−98−1.0%Reduced
Schonfeld Strategic Advisors LLC9,378$565.2K0.00%−3,266−25.8%Reduced
ProShare Advisors LLC9,472$570.9K0.00%+791+9.1%Added
Legend Financial Advisors, Inc.9,475$571.1K0.48%+10+0.1%Added
Mackenzie Financial Corp9,576$576.5K0.00%+244+2.6%Added
Versor Investments LP9,700$584.6K0.10%−5,735−37.2%Reduced
Summit Global Investments9,900$597.0K0.04%+1,700+20.7%Added
RBF Capital, LLC10,000$602.7K0.04%00.0%Unchanged
Shell Asset Management Co10,775$649.0K0.03%−61−0.6%Reduced
Lingohr & Partner Asset Management GmbH10,915$658.0K1.68%+2,800+34.5%Added
Affinity Investment Advisors, LLC10,920$658.1K0.38%+10,920New
IFP Advisors, Inc22,439$658.6K0.03%+159+0.7%Added
Zurcher Kantonalbank (Zurich Cantonalbank)10,960$660.6K0.00%+1,668+18.0%Added
Diversified Trust Co11,067$667.0K0.02%+22+0.2%Added
Petrus Trust Company, LTA11,096$668.8K0.08%+4,838+77.3%Added
Mutual of America Capital Management LLC11,398$687.0K0.01%−620−5.2%Reduced
Everence Capital Management Inc13,090$694.0K0.06%00.0%Unchanged
Commonwealth Equity Services, LLC12,078$728.0K0.00%−15,498−56.2%Reduced
Stifel Financial Corp12,091$728.7K0.00%−40,036−76.8%Reduced
Horizon Investment Services, LLC12,906$777.8K0.48%−155−1.2%Reduced
Healthcare of Ontario Pension Plan Trust Fund13,000$783.5K0.00%00.0%Unchanged
Ritholtz Wealth Management13,306$802.0K0.04%−5,227−28.2%Reduced
Eqis Capital Management, Inc.13,422$808.9K0.09%−3,489−20.6%Reduced
Islay Capital Management, LLC13,565$817.6K0.72%+13,565New
Massachusetts Financial Services Co13,778$830.4K0.00%−325−2.3%Reduced
Capital Impact Advisors, LLC13,920$839.0K0.92%00.0%Unchanged
Yorktown Management & Research Co Inc14,000$843.8K0.91%−19,600−58.3%Reduced
Virginia Retirement Systems Et Al14,000$843.8K0.01%+800+6.1%Added
Natixis Advisors, L.P.14,019$845.0K0.00%−603−4.1%Reduced
Campbell & CO Investment Adviser LLC14,205$856.1K0.15%+6,101+75.3%Added
TD Asset Management Inc14,400$867.9K0.00%+2,400+20.0%Added
Dark Forest Capital Management LP14,670$884.2K0.09%+14,670New
Jefferies Financial Group Inc.14,675$884.5K0.02%+14,675New
Gotham Asset Management, LLC14,778$890.7K0.02%+2,839+23.8%Added
Moloney Securities Asset Management, LLC15,196$915.9K0.16%+1,546+11.3%Added
Engineers Gate Manager LP15,853$955.5K0.04%+4,684+41.9%Added
EULAV Asset Management16,059$967.9K0.04%+70.0%Added
State Board of Administration of Florida Retirement System16,382$987.3K0.00%−3,590−18.0%Reduced
Arizona State Retirement System16,392$987.9K0.01%−248−1.5%Reduced
SummerHaven Investment Management, LLC16,814$1.01M0.64%−2,267−11.9%Reduced
Cornercap Investment Counsel Inc17,616$1.06M0.18%+517+3.0%Added
Point72 Middle East FZE17,672$1.07M0.06%+7,245+69.5%Added
Advisor Group Holdings, Inc.18,053$1.09M0.00%−5,138−22.2%Reduced
Oregon Public Employees Retirement Fund18,161$1.09M0.01%−600−3.2%Reduced
Janney Montgomery Scott LLC18,659$1.13M0.00%−85−0.5%Reduced
Teachers Retirement System of the State of Kentucky18,747$1.13M0.01%+1,015+5.7%Added
Ensign Peak Advisors, Inc18,988$1.14M0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)19,738$1.19M0.04%+17,709+872.8%Added
STRS Ohio20,400$1.23M0.01%+400+2.0%Added
Federation des caisses Desjardins du Quebec21,360$1.29M0.01%00.0%Unchanged
Ergoteles LLC21,905$1.32M0.06%+11,278+106.1%Added
Pacifica Partners Inc.22,211$1.34M0.76%−485−2.1%Reduced
Maryland State Retirement & Pension System22,736$1.37M0.03%−765−3.3%Reduced
Manufacturers Life Insurance Company, The23,033$1.39M0.00%+189+0.8%Added
Truist Financial Corp23,097$1.39M0.00%−4,116−15.1%Reduced
Amalgamated Bank23,512$1.42M0.01%−1,260−5.1%Reduced
Connor, Clark & Lunn Investment Management Ltd.23,600$1.42M0.01%+10,115+75.0%Added
Delphi Management Inc23,661$1.43M1.50%+23,661New
Deutsche Bank AG23,762$1.43M0.00%−17,922−43.0%Reduced
Virtus Investment Advisers, Inc.23,988$1.45M0.98%00.0%Unchanged
Waycross Investment Management Co24,423$1.47M1.54%−426−1.7%Reduced
Voya Investment Management LLC25,636$1.55M0.00%+808+3.3%Added
Janus Henderson Group PLC25,695$1.55M0.00%−23−0.1%Reduced
Jane Street Group, LLC25,745$1.55M0.00%+15,508+151.5%Added
BNP Paribas Arbitrage, SA26,102$1.57M0.00%−14,121−35.1%Reduced
HRT Financial LP26,147$1.57M0.01%+18,152+227.0%Added
Mirae Asset Global Investments Co., Ltd.26,208$1.58M0.00%00.0%Unchanged
Edgestream Partners, L.P.26,210$1.58M0.14%+26,210New
Susquehanna Fundamental Investments, LLC26,706$1.61M0.06%−9,061−25.3%Reduced
Jennison Associates LLC27,045$1.63M0.00%−558−2.0%Reduced