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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
Evergreen Capital Management LLC6,033$309.9K0.01%−582−8.8%Reduced
First Hawaiian Bank6,130$314.9K0.01%−1,170−16.0%Reduced
CIBC Asset Management Inc6,187$317.8K0.00%+2,073+50.4%Added
Affinity Investment Advisors, LLC6,284$322.8K0.22%−4,636−42.5%Reduced
The PNC Financial Services Group, Inc.6,600$339.0K0.00%−8−0.1%Reduced
Pictet Asset Management Holding SA6,848$351.8K0.00%00.0%Unchanged
Truist Financial Corp7,094$364.4K0.00%−1,725−19.6%Reduced
Pathstone Holdings, LLC7,201$369.9K0.00%+7,201New
Eqis Capital Management, Inc.7,312$375.6K0.03%−5,438−42.7%Reduced
HSBC Holdings PLC7,331$376.9K0.00%−54,358−88.1%Reduced
EMC Capital Management7,342$377.0K0.25%00.0%Unchanged
Marathon Capital Management7,500$385.3K0.10%+7,500New
ExodusPoint Capital Management, LP7,661$394.0K0.00%+7,661New
Schonfeld Strategic Advisors LLC7,900$405.8K0.00%+1,048+15.3%Added
CSS LLC7,981$410.0K0.03%+1,000+14.3%Added
Shell Asset Management Co8,135$418.0K0.02%−2,458−23.2%Reduced
MML Investors Services, LLC8,161$419.0K0.00%+340+4.3%Added
Mackenzie Financial Corp8,206$421.5K0.00%−1,089−11.7%Reduced
QRG Capital Management, Inc.8,390$431.0K0.01%−773−8.4%Reduced
Summit Global Investments8,548$439.0K0.03%−4,375−33.9%Reduced
Advisor Group Holdings, Inc.8,630$443.3K0.00%−19,497−69.3%Reduced
JustInvest LLC8,732$448.6K0.01%−33−0.4%Reduced
Vestcor Inc8,848$455.0K0.02%+1,071+13.8%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.9,411$464.2K0.00%+197+2.1%Added
Y-Intercept (Hong Kong) Ltd9,175$471.3K0.04%−169−1.8%Reduced
Federated Hermes, Inc.9,246$475.0K0.00%+366+4.1%Added
Ritholtz Wealth Management9,474$486.7K0.02%−2,273−19.3%Reduced
Creative Planning9,483$487.1K0.00%+1,705+21.9%Added
FORA Capital, LLC9,575$491.9K0.04%+5,484+134.1%Added
Delphi Management Inc9,610$494.0K0.45%−13,913−59.1%Reduced
Numerai GP LLC9,726$499.6K0.18%+9,726New
Caxton Associates LP9,936$510.4K0.03%+4,801+93.5%Added
RBF Capital, LLC10,000$513.7K0.03%00.0%Unchanged
Mutual of America Capital Management LLC10,016$514.5K0.01%−14−0.1%Reduced
Two Sigma Securities, LLC10,026$515.0K0.02%+10,026New
DekaBank Deutsche Girozentrale10,109$527.0K0.00%−41,385−80.4%Reduced
Seven Eight Capital, LP10,510$539.9K0.06%+5,131+95.4%Added
Janney Montgomery Scott LLC10,778$554.0K0.00%−7,664−41.6%Reduced
ProShare Advisors LLC11,125$571.5K0.00%+1,913+20.8%Added
Fox Run Management, L.L.C.11,159$573.2K0.15%+11,159New
SummerHaven Investment Management, LLC11,473$589.4K0.38%+212+1.9%Added
Petrus Trust Company, LTA11,538$592.7K0.06%+4,600+66.3%Added
Natixis Advisors, L.P.12,233$628.0K0.00%−1,666−12.0%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys12,349$634.4K0.00%−25,910−67.7%Reduced
Commonwealth Equity Services, LLC12,501$642.0K0.00%−225−1.8%Reduced
Massachusetts Financial Services Co12,864$660.8K0.00%−405−3.1%Reduced
Everence Capital Management Inc13,090$672.0K0.05%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)13,202$678.2K0.00%+1,165+9.7%Added
Capital Fund Management S.A.13,665$702.0K0.01%+13,665New
Capital Impact Advisors, LLC13,920$715.1K0.94%00.0%Unchanged
Campbell & CO Investment Adviser LLC13,937$715.9K0.06%−2,036−12.7%Reduced
Stifel Financial Corp14,402$739.8K0.00%+1,307+10.0%Added
LPL Financial LLC15,273$784.6K0.00%−751−4.7%Reduced
Semanteon Capital Management, LP15,685$805.7K0.54%+15,685New
Captrust Financial Advisors15,718$807.4K0.00%+6,339+67.6%Added
Arizona State Retirement System15,998$821.8K0.01%−564−3.4%Reduced
Diversified Trust Co16,222$833.3K0.03%+1,170+7.8%Added
State Board of Administration of Florida Retirement System16,578$851.6K0.00%+116+0.7%Added
Oregon Public Employees Retirement Fund16,761$861.0K0.02%−300−1.8%Reduced
Cornercap Investment Counsel Inc17,419$894.8K0.15%−108−0.6%Reduced
Dark Forest Capital Management LP17,864$917.7K0.14%+2,416+15.6%Added
Russell Investments Group, Ltd.17,992$924.3K0.00%+579+3.3%Added
Teachers Retirement System of the State of Kentucky18,747$963.0K0.01%00.0%Unchanged
Ensign Peak Advisors, Inc19,438$998.5K0.00%+450+2.4%Added
Pacifica Partners Inc.20,616$1.03M0.50%00.0%Unchanged
O'Shaughnessy Asset Management, LLC20,775$1.07M0.01%−6,647−24.2%Reduced
Maryland State Retirement & Pension System20,799$1.07M0.02%−280−1.3%Reduced
Royal Bank of Canada20,943$1.08M0.00%+9,263+79.3%Added
STRS Ohio21,000$1.08M0.00%−500−2.3%Reduced
Tower Research Capital LLC (TRC)21,082$1.08M0.01%+17,675+518.8%Added
Aquatic Capital Management LLC21,500$1.10M0.03%+6,800+46.3%Added
IFP Advisors, Inc21,741$1.12M0.05%−517−2.3%Reduced
Amalgamated Bank21,752$1.12M0.01%−791−3.5%Reduced
Quadrature Capital Ltd21,891$1.12M0.02%+21,891New
Dynamic Technology Lab Private Ltd23,456$1.21M0.13%+14,726+168.7%Added
Waycross Investment Management Co23,857$1.23M1.35%−566−2.3%Reduced
Federation des caisses Desjardins du Quebec24,740$1.27M0.01%+3,380+15.8%Added
Occudo Quantitative Strategies LP24,810$1.27M0.17%−19,137−43.5%Reduced
Martingale Asset Management L P25,044$1.29M0.03%−32,473−56.5%Reduced
Jennison Associates LLC25,208$1.29M0.00%−2,174−7.9%Reduced
Voya Investment Management LLC25,290$1.30M0.00%−574−2.2%Reduced
Point72 Middle East FZE25,863$1.33M0.09%+15,092+140.1%Added
Mirae Asset Global Investments Co., Ltd.26,208$1.35M0.00%00.0%Unchanged
Keeley-Teton Advisors, LLC26,361$1.35M0.17%−5,423−17.1%Reduced
Franklin Resources Inc26,419$1.36M0.00%−4,855−15.5%Reduced
Susquehanna International Group, LLP27,536$1.41M0.00%+69+0.3%Added
State of Tennessee, Treasury Department28,552$1.47M0.01%−7,600−21.0%Reduced
Teacher Retirement System of Texas28,606$1.47M0.01%−8,363−22.6%Reduced
Louisiana State Employees Retirement System28,600$1.47M0.03%−500−1.7%Reduced
Citadel Advisors LLC29,142$1.50M0.00%−37,763−56.4%Reduced
Manufacturers Life Insurance Company, The29,298$1.51M0.00%−920−3.0%Reduced
Walleye Capital LLC29,300$1.51M0.02%+29,300New
Glenmede Trust Co NA29,834$1.53M0.01%−52−0.2%Reduced
MetLife Investment Management29,868$1.53M0.01%−449−1.5%Reduced
Yousif Capital Management, LLC30,108$1.55M0.02%−140−0.5%Reduced
Oppenheimer Asset Management Inc.30,385$1.56M0.02%−53−0.2%Reduced
American International Group, Inc.30,809$1.58M0.01%−817−2.6%Reduced
Jefferies Financial Group Inc.33,000$1.70M0.03%+21,200+179.7%Added
Aigen Investment Management, LP33,081$1.70M0.30%+17,050+106.4%Added
Jump Financial, LLC33,700$1.73M0.06%+13,800+69.3%Added