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 2024
Institutional positions in Sanmina Corp as of Mar 31, 2024. 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
- 315
- +17 vs. Q4 2023
- Shares held
- 52.5M
- −198.0K (−0.4%) vs. Q4 2023
- Total value
- $3.26B
- +$556.7M (+20.6%) vs. Q4 2023
- New holders
- 51
- 91 more added
- Sold out
- 34
- 133 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 573 | $12.7B |
| Q1 2026 | 460 | $6.89B |
| Q4 2025 | 451 | $8.21B |
| Q3 2025 | 384 | $6.17B |
| Q2 2025 | 356 | $5.19B |
| Q1 2025 | 326 | $3.94B |
| Q4 2024 | 313 | $4.02B |
| Q3 2024 | 312 | $3.60B |
| Q2 2024 | 285 | $3.49B |
| Q1 2024 | 315 | $3.26B |
| Q4 2023 | 299 | $2.71B |
| Q3 2023 | 310 | $2.86B |
| Q2 2023 | 317 | $3.19B |
| Q1 2023 | 348 | $3.28B |
| Q4 2022 | 351 | $3.08B |
| Q3 2022 | 289 | $2.47B |
| Q2 2022 | 272 | $2.24B |
| Q1 2022 | 265 | $2.30B |
| Q4 2021 | 258 | $2.43B |
| Q3 2021 | 243 | $2.36B |
| Q2 2021 | 251 | $2.45B |
| Q1 2021 | 252 | $2.58B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Sanmina Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Alpha Capital Management Ltd. | 747,191 | $46.5M | 3.45% | +69,300+10.2% | Added |
| Northern Trust Corp | 759,268 | $47.2M | 0.01% | −61,322−7.5% | Reduced |
| American Century Companies Inc | 767,658 | $47.7M | 0.03% | +9,399+1.2% | Added |
| Frontier Capital Management Co LLC | 854,317 | $53.1M | 0.50% | +795,002+1,340.3% | Added |
| Bank of America Corp | 1,064,939 | $66.2M | 0.01% | +33,673+3.3% | Added |
| D. E. Shaw & Co., Inc. | 1,081,797 | $67.3M | 0.09% | +456,662+73.1% | Added |
| Earnest Partners LLC | 1,132,470 | $70.4M | 0.32% | −12,533−1.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,157,588 | $72.0M | 0.31% | +144,540+14.3% | Added |
| Morgan Stanley | 1,312,858 | $81.6M | 0.01% | −137,912−9.5% | Reduced |
| Geode Capital Management, LLC | 1,395,093 | $86.8M | 0.01% | +29,088+2.1% | Added |
| LSV Asset Management | 1,844,438 | $114.7M | 0.24% | −9,574−0.5% | Reduced |
| State Street Corp | 2,290,709 | $142.4M | 0.01% | −12,216−0.5% | Reduced |
| Dimensional Fund Advisors LP | 4,459,861 | $277.3M | 0.08% | −119,092−2.6% | Reduced |
| Vanguard Group Inc | 7,154,640 | $444.9M | 0.01% | +45,918+0.6% | Added |
| BlackRock Inc. | 10,161,284 | $631.8M | 0.01% | −809,887−7.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −141,409−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −127,333−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −38,440−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −29,300−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −25,863−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −24,810−100.0% | Sold out |
| Waycross Investment Management Co | 0 | $0 | 0.00% | −23,857−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −15,685−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −13,937−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −11,538−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −10,109−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,026−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −9,575−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −8,548−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −7,094−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −6,284−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −6,130−100.0% | Sold out |
| Public Employees Retirement Association of Colorado | 0 | $0 | 0.00% | −4,879−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −4,415−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −3,903−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,710−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −3,660−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,616−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,444−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −967−100.0% | Sold out |
| Virtus Fund Advisers, LLC | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |