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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
Cambria Investment Management, L.P.0$00.00%−159,855−100.0%Sold out
Livforsakringsbolaget Skandia, Omsesidigt0$00.00%−77,400−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−51,584−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−43,675−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−43,247−100.0%Sold out
Clark Capital Management Group, Inc.0$00.00%−42,122−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−40,483−100.0%Sold out
SG Americas Securities, LLC0$00.00%−39,750−100.0%Sold out
Squarepoint Ops LLC0$00.00%−39,652−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−25,000−100.0%Sold out
Manatuck Hill Partners, LLC0$00.00%−20,000−100.0%Sold out
Man Group plc0$00.00%–Sold out
EULAV Asset Management0$00.00%−16,059−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−14,741−100.0%Sold out
Yorktown Management & Research Co Inc0$00.00%−14,500−100.0%Sold out
Islay Capital Management, LLC0$00.00%−13,833−100.0%Sold out
Legend Financial Advisors, Inc.0$00.00%−9,530−100.0%Sold out
Guggenheim Capital LLC0$00.00%−8,738−100.0%Sold out
Saturna Capital CORP0$00.00%−7,944−100.0%Sold out
Grantham, Mayo, Van Otterloo & Co. LLC0$00.00%−7,728−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−7,342−100.0%Sold out
Horizon Investment Services, LLC0$00.00%−6,569−100.0%Sold out
Vident Advisory, LLC0$00.00%−6,161−100.0%Sold out
MAI Capital Management0$00.00%−5,726−100.0%Sold out
Bailard, Inc.0$00.00%−5,700−100.0%Sold out
Zimmermann Investment Management & Planning LLC0$00.00%−5,569−100.0%Sold out
XTX Topco Ltd0$00.00%−5,046−100.0%Sold out
Watershed Asset Management, L.L.C.0$00.00%−5,028−100.0%Sold out
Measured Wealth Private Client Group, LLC0$00.00%−5,006−100.0%Sold out
Sciencast Management LP0$00.00%−4,702−100.0%Sold out
Paulson Wealth Management Inc.0$00.00%−4,008−100.0%Sold out
GW Henssler & Associates Ltd0$00.00%−3,744−100.0%Sold out
West Tower Group, LLC0$00.00%−413−100.0%Sold out
Quarry LP0$00.00%−230−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−186−100.0%Sold out
Globeflex Capital L P0$00.00%−66−100.0%Sold out
Authentikos Wealth Advisory, LLC0$00.00%−25−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−13−100.0%Sold out
Virginia Retirement Systems Et Al––––Not filed
Advisor Partners II, LLC––––Not filed
BTC Capital Management, Inc.––––Not filed
Steward Financial Group LLC––––Not filed