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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 2023

Institutional positions in Sanmina Corp as of Dec 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
299
−7 vs. Q3 2023
Shares held
52.7M
+54.5K (+0.1%) vs. Q3 2023
Total value
$2.71B
−$151.1M (−5.3%) vs. Q3 2023
New holders
32
102 more added
Sold out
39
127 more reduced

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 299 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 2023: $2.71B
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 2023

Shares, value and share of portfolio for each institution holding Sanmina Corp; share changes are against Q3 2023.

Institutions holding SANM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.10,971,171$563.6M0.01%+449,940+4.3%Added
Vanguard Group Inc7,108,722$365.2M0.01%+130,797+1.9%Added
Dimensional Fund Advisors LP4,578,953$235.2M0.07%−5,106−0.1%Reduced
State Street Corp2,302,925$118.3M0.01%+110,412+5.0%Added
LSV Asset Management1,854,012$95.2M0.21%−8,776−0.5%Reduced
Morgan Stanley1,450,770$74.5M0.01%+314,941+27.7%Added
Geode Capital Management, LLC1,366,005$70.2M0.01%+39,242+3.0%Added
Earnest Partners LLC1,145,003$58.8M0.29%−37,549−3.2%Reduced
Bank of America Corp1,031,266$53.0M0.01%−90,845−8.1%Reduced
Fuller & Thaler Asset Management, Inc.1,013,048$52.0M0.26%−838,016−45.3%Reduced
Nuveen Asset Management, LLC874,675$44.9M0.01%−1,000−0.1%Reduced
Northern Trust Corp820,590$42.2M0.01%−3,032−0.4%Reduced
American Century Companies Inc758,259$39.0M0.03%−57,597−7.1%Reduced
Global Alpha Capital Management Ltd.677,891$34.8M2.80%+145,780+27.4%Added
Invesco Ltd.677,565$34.8M0.01%+101,676+17.7%Added
D. E. Shaw & Co., Inc.625,135$32.1M0.05%+294,414+89.0%Added
Charles Schwab Investment Management Inc583,257$30.0M0.01%+13,120+2.3%Added
Bank of New York Mellon Corp559,966$28.8M0.01%+5,471+1.0%Added
Diamond Hill Capital Management Inc549,692$28.2M0.12%−115,792−17.4%Reduced
Assenagon Asset Management S.A.542,386$27.9M0.09%+55,605+11.4%Added
Goldman Sachs Group Inc534,503$27.5M0.01%−193,969−26.6%Reduced
Victory Capital Management Inc514,594$26.4M0.03%−21,912−4.1%Reduced
Millennium Management LLC506,357$26.0M0.02%+113,918+29.0%Added
FMR LLC466,289$24.0M0.00%−23,019−4.7%Reduced
Norges Bank425,068$21.8M0.00%+20,121+5.0%Added
New York State Common Retirement Fund367,219$18.9M0.03%−402−0.1%Reduced
Allianz Asset Management GmbH364,533$18.7M0.03%+4,767+1.3%Added
Voloridge Investment Management, LLC355,145$18.2M0.07%+168,493+90.3%Added
Principal Financial Group Inc316,880$16.3M0.01%−5,648−1.8%Reduced
Wells Fargo & Company308,376$15.8M0.00%−23,498−7.1%Reduced
Deutsche Bank AG277,669$14.3M0.01%+189,502+214.9%Added
Empower Advisory Group, LLC261,329$13.4M0.05%+5,143+2.0%Added
SEI Investments Co242,534$12.5M0.02%−14,183−5.5%Reduced
First Eagle Investment Management, LLC242,074$12.4M0.03%+55,215+29.5%Added
Invenomic Capital Management LP236,984$12.2M0.65%+236,984New
Hotchkis & Wiley Capital Management LLC223,136$11.5M0.04%+24,000+12.1%Added
Panagora Asset Management Inc219,150$11.3M0.06%−3,137−1.4%Reduced
Ameriprise Financial Inc210,796$10.8M0.00%−5,774−2.7%Reduced
Royce & Associates LP198,450$10.2M0.09%+1,821+0.9%Added
Envestnet Asset Management Inc195,614$10.0M0.00%−19,238−9.0%Reduced
Rhumbline Advisers190,769$9.80M0.01%+1,624+0.9%Added
Two Sigma Advisers, LP176,200$9.05M0.02%+144,000+447.2%Added
Legal & General Group Plc162,007$8.32M0.00%−2,142−1.3%Reduced
Bridgewater Associates, LP159,544$8.20M0.05%+1,832+1.2%Added
Alliancebernstein L.P.150,548$7.73M0.00%+801+0.5%Added
Qube Research & Technologies Ltd147,091$7.56M0.02%+75,797+106.3%Added
Robeco Institutional Asset Management B.V.141,409$7.26M0.02%−316,275−69.1%Reduced
JPMorgan Chase & Co134,793$6.92M0.00%+7,527+5.9%Added
Foundry Partners, LLC129,208$6.64M0.40%−643−0.5%Reduced
Two Sigma Investments, LP127,333$6.54M0.02%+72,552+132.4%Added
AQR Capital Management LLC127,326$6.54M0.01%−41,701−24.7%Reduced
UBS Group AG124,069$6.37M0.00%−20,325−14.1%Reduced
Public Sector Pension Investment Board118,756$6.10M0.05%+48,024+67.9%Added
Wedge Capital Management L L P115,653$5.94M0.11%+38,286+49.5%Added
Swiss National Bank112,700$5.79M0.00%−15,100−11.8%Reduced
Algert Global LLC111,960$5.75M0.23%−2,560−2.2%Reduced
Prudential Financial Inc108,783$5.59M0.01%−120,812−52.6%Reduced
State of Alaska, Department of Revenue108,621$5.58M0.07%−424−0.4%Reduced
Connor, Clark & Lunn Investment Management Ltd.108,562$5.58M0.03%+27,867+34.5%Added
Barclays PLC98,728$5.07M0.00%+53,688+119.2%Added
Engineers Gate Manager LP91,179$4.68M0.13%+76,995+542.8%Added
BNP Paribas Arbitrage, SA88,207$4.53M0.01%+38,047+75.9%Added
First Trust Advisors LP82,663$4.25M0.00%+3,891+4.9%Added
Janus Henderson Group PLC81,812$4.20M0.00%+56,122+218.5%Added
CWA Asset Management Group, LLC80,586$4.14M0.28%+80,586New
Great Lakes Advisors, LLC80,471$4.13M0.04%−34,956−30.3%Reduced
AXA S.A.80,300$4.13M0.01%+1,900+2.4%Added
Comerica Bank77,631$3.99M0.02%+17,103+28.3%Added
Twinbeech Capital LP75,754$3.89M0.06%+75,754New
Nicola Wealth Management Ltd.54,100$3.68M0.39%+15,000+38.4%Added
Illinois Municipal Retirement Fund69,656$3.58M0.06%−15,372−18.1%Reduced
Assetmark, Inc64,000$3.29M0.01%+4,891+8.3%Added
UBS Asset Management Americas Inc63,974$3.29M0.00%−221−0.3%Reduced
California State Teachers Retirement System61,210$3.14M0.00%−3,934−6.0%Reduced
Cubist Systematic Strategies, LLC59,972$3.08M0.04%−48,372−44.6%Reduced
Frontier Capital Management Co LLC59,315$3.05M0.03%+59,315New
PDT Partners, LLC58,590$3.01M0.33%+7,667+15.1%Added
Renaissance Technologies LLC57,633$2.96M0.00%−54,200−48.5%Reduced
Allspring Global Investments Holdings, LLC57,161$2.94M0.00%−46,719−45.0%Reduced
Citigroup Inc56,545$2.90M0.00%+12,212+27.5%Added
Credit Suisse AG56,145$2.88M0.00%−959−1.7%Reduced
Macquarie Group Ltd53,000$2.72M0.00%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund52,000$2.67M0.01%+39,000+300.0%Added
Thrivent Financial for Lutherans50,994$2.62M0.01%−12,205−19.3%Reduced
State of New Jersey Common Pension Fund D50,413$2.59M0.01%+5,243+11.6%Added
Hillsdale Investment Management Inc.49,550$2.55M0.21%−38,940−44.0%Reduced
Texas Permanent School Fund49,436$2.54M0.02%+833+1.7%Added
Great West Life Assurance Co49,169$2.52M0.01%−17,275−26.0%Reduced
Jane Street Group, LLC45,277$2.33M0.00%+29,720+191.0%Added
TD Asset Management Inc41,500$2.13M0.00%+24,200+139.9%Added
Raymond James & Associates39,294$2.02M0.00%−10,057−20.4%Reduced
Quantbot Technologies LP38,440$1.97M0.11%+21,137+122.2%Added
South Dakota Investment Council38,063$1.96M0.04%−22,000−36.6%Reduced
Alberta Investment Management Corp37,694$1.94M0.02%00.0%Unchanged
Price T Rowe Associates Inc37,275$1.92M0.00%+921+2.5%Added
New York State Teachers Retirement System36,901$1.90M0.00%−5,500−13.0%Reduced
Duality Advisers, LP36,116$1.86M0.20%+31,717+721.0%Added
Susquehanna Portfolio Strategies, LLC35,484$1.82M0.03%+35,484New
Empowered Funds, LLC33,793$1.74M0.04%+212+0.6%Added
Jump Financial, LLC33,700$1.73M0.06%+13,800+69.3%Added