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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 2025

Institutional positions in Sanmina Corp as of Jun 30, 2025. 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
356
+33 vs. Q1 2025
Shares held
53.1M
+1.37M (+2.6%) vs. Q1 2025
Total value
$5.19B
+$1.25B (+31.8%) vs. Q1 2025
New holders
60
116 more added
Sold out
27
135 more reduced

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 2025: 356 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 2025: $5.19B
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 2025

Shares, value and share of portfolio for each institution holding Sanmina Corp; share changes are against Q1 2025.

Institutions holding SANM in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Fifth Third Wealth Advisors LLC2,150$210.3K0.01%+2,150New
Forum Financial Management, LP2,192$214.4K0.00%+2,192New
Snowden Capital Advisors LLC2,368$231.7K0.01%−279−10.5%Reduced
Sequoia Financial Advisors, LLC2,392$234.0K0.00%+2,392New
Virginia Retirement Systems Et Al2,400$234.8K0.00%+2,400New
Hohimer Wealth Management, LLC2,424$237.1K0.04%+2,424New
Profund Advisors LLC2,435$238.2K0.01%+2,435New
MQS Management LLC2,518$246.3K0.14%+2,518New
HighTower Advisors, LLC2,548$249.3K0.00%−902−26.1%Reduced
Nisa Investment Advisors, LLC2,585$252.9K0.00%+43+1.7%Added
Man Group plc2,593$253.7K0.00%+2,593New
Sage Rhino Capital LLC2,624$256.7K0.05%−101−3.7%Reduced
GAMMA Investing LLC2,697$263.8K0.02%+977+56.8%Added
First Bank & Trust2,751$269.1K0.05%00.0%Unchanged
Aristides Capital LLC2,882$281.9K0.09%−495−14.7%Reduced
Sanders Morris Harris LLC3,000$293.5K0.07%+3,000New
Cerity Partners LLC3,051$298.4K0.00%+3,051New
Ieq Capital, LLC3,068$300.1K0.00%+36+1.2%Added
Versor Investments LP3,078$301.1K0.05%+3,078New
Jain Global LLC3,197$312.8K0.00%−201−5.9%Reduced
Highland Capital Management, LLC3,255$318.4K0.02%−46−1.4%Reduced
ISAM Funds (UK) Ltd3,398$332.4K0.07%+3,398New
Tiaa Trust, National Association3,405$333.1K0.00%00.0%Unchanged
Paulson Wealth Management Inc.3,494$341.8K0.09%+241+7.4%Added
Vise Technologies, Inc.3,554$347.7K0.01%+3,554New
CIBC Asset Management Inc3,605$352.7K0.00%00.0%Unchanged
RSM US Wealth Management LLC3,626$354.7K0.00%+558+18.2%Added
Mackenzie Financial Corp3,644$356.5K0.00%00.0%Unchanged
SG Americas Securities, LLC3,650$357.0K0.00%+1,569+75.4%Added
Moloney Securities Asset Management, LLC3,668$358.8K0.04%+138+3.9%Added
Park Avenue Securities LLC3,707$363.0K0.00%+24+0.7%Added
Sanctuary Advisors, LLC3,723$364.3K0.00%+345+10.2%Added
New Age Alpha Advisors, LLC3,727$364.6K0.02%−373−9.1%Reduced
Trail Ridge Investment Advisors, LLC3,178$368.8K0.18%+546+20.7%Added
Lombard Odier Asset Management (USA) Corp3,791$370.9K0.09%+3,791New
CI Private Wealth, LLC3,844$376.1K0.00%+1,098+40.0%Added
Crossmark Global Holdings, Inc.3,869$378.5K0.01%−15−0.4%Reduced
EMC Capital Management3,917$383.0K0.21%−5,503−58.4%Reduced
EP Wealth Advisors, LLC3,950$386.4K0.00%+267+7.2%Added
Navellier & Associates Inc3,958$387.2K0.05%−32−0.8%Reduced
CIBC World Markets Inc.3,960$387.4K0.00%00.0%Unchanged
Shell Asset Management Co3,990$390.0K0.01%−728−15.4%Reduced
Vident Advisory, LLC3,994$390.8K0.00%+566+16.5%Added
Lido Advisors, LLC4,016$392.9K0.00%−871−17.8%Reduced
Two Sigma Advisers, LP4,100$401.1K0.00%−100−2.4%Reduced
State of Wyoming4,110$402.1K0.05%+1,120+37.5%Added
TFG Advisers LLC4,204$411.3K0.14%−177−4.0%Reduced
Xponance, Inc.4,310$421.6K0.00%−377−8.0%Reduced
Bayforest Capital Ltd4,428$433.2K0.19%+971+28.1%Added
Two Sigma Securities, LLC4,512$441.4K0.05%−1,657−26.9%Reduced
Advisor Group Holdings, Inc.5,276$454.3K0.00%+3,155+148.8%Added
Wealth Enhancement Advisory Services, LLC4,480$458.5K0.00%−730−14.0%Reduced
Public Employees Retirement Association of Colorado4,879$477.0K0.00%00.0%Unchanged
MML Investors Services, LLC4,920$481.0K0.00%−2,920−37.2%Reduced
Inceptionr LLC4,967$485.9K0.11%+4,967New
Marathon Capital Management5,000$489.1K0.12%00.0%Unchanged
QRG Capital Management, Inc.5,003$489.4K0.00%−52−1.0%Reduced
Meeder Asset Management Inc5,026$491.7K0.03%+3,848+326.7%Added
Cetera Investment Advisers5,127$501.5K0.00%+1,094+27.1%Added
Stifel Financial Corp5,187$507.4K0.00%−2,446−32.0%Reduced
Atomi Financial Group, Inc.5,220$510.7K0.02%+150+3.0%Added
Ameritas Investment Partners, Inc.5,339$522.3K0.02%−95−1.7%Reduced
The PNC Financial Services Group, Inc.5,391$527.4K0.00%−404−7.0%Reduced
Bailard, Inc.5,400$528.3K0.01%+2,700+100.0%Added
Mariner, LLC5,447$532.9K0.00%+547+11.2%Added
Isthmus Partners, LLC5,466$534.7K0.06%00.0%Unchanged
Measured Wealth Private Client Group, LLC5,466$534.7K0.16%+2,057+60.3%Added
Cambria Investment Management, L.P.5,592$547.1K0.04%−155−2.7%Reduced
Mercer Global Advisors Inc5,662$553.9K0.00%−446−7.3%Reduced
Eqis Capital Management, Inc.5,683$556.0K0.04%+437+8.3%Added
Allworth Financial LP5,714$559.0K0.00%−1,812−24.1%Reduced
Neuberger Berman Group LLC5,740$561.5K0.00%+1,527+36.2%Added
Horizon Investments, LLC5,851$572.4K0.01%+5,851New
Banque Pictet & Cie SA6,029$589.8K0.01%−405−6.3%Reduced
Royal Bank of Canada6,025$590.0K0.00%−4,201−41.1%Reduced
EntryPoint Capital, LLC6,373$623.5K0.31%+6,373New
Kendall Capital Management6,390$625.1K0.17%−5−0.1%Reduced
CIBC World Markets Corp6,443$630.3K0.00%−5,477−45.9%Reduced
Tower Research Capital LLC (TRC)6,570$642.7K0.02%+5,670+630.0%Added
Mutual of America Capital Management LLC6,868$671.9K0.01%−1,043−13.2%Reduced
Evergreen Capital Management LLC7,008$685.6K0.02%+53+0.8%Added
Captrust Financial Advisors7,142$698.7K0.00%−1,504−17.4%Reduced
Change Path, LLC7,433$727.2K0.02%+7,433New
Vestcor Inc7,441$728.0K0.02%00.0%Unchanged
Perbak Capital Partners LLP7,448$728.6K0.16%+7,448New
Everence Capital Management Inc7,940$777.0K0.05%00.0%Unchanged
Pictet Asset Management Holding SA8,092$791.6K0.00%−116−1.4%Reduced
HSBC Holdings PLC8,095$792.1K0.00%−564−6.5%Reduced
Empower Advisory Group, LLC8,253$807.3K0.00%−15,946−65.9%Reduced
Cresset Asset Management, LLC8,373$819.1K0.00%−451−5.1%Reduced
First Citizens Bank & Trust Co8,430$824.7K0.01%+5,602+198.1%Added
Pathstone Holdings, LLC8,784$859.3K0.00%−3,817−30.3%Reduced
Bank of Montreal8,814$862.3K0.00%+128+1.5%Added
Gallagher Fiduciary Advisors, LLC8,912$871.8K0.03%+1,747+24.4%Added
BNP Paribas Arbitrage, SA8,987$879.2K0.00%+3,284+57.6%Added
Envestnet Portfolio Solutions, Inc.9,087$889.0K0.00%+5,392+145.9%Added
SummitTX Capital, L.P.9,553$934.6K0.04%+9,553New
JustInvest LLC9,625$941.6K0.01%−633−6.2%Reduced
Commonwealth Equity Services, LLC9,736$952.0K0.00%−1,749−15.2%Reduced
Janney Montgomery Scott LLC9,850$964.0K0.00%−461−4.5%Reduced