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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
RBF Capital, LLC10,000$978.3K0.05%00.0%Unchanged
United Capital Management of KS, Inc.10,000$978.3K0.15%+10,000New
Quantinno Capital Management LP10,415$1.02M0.00%+3,810+57.7%Added
Verition Fund Management LLC10,667$1.04M0.01%+4,609+76.1%Added
Ritholtz Wealth Management11,122$1.09M0.02%+2,179+24.4%Added
OP Asset Management Ltd11,153$1.09M0.02%−9,458−45.9%Reduced
Kesler, Norman & Wride, LLC11,153$1.09M0.19%−187−1.6%Reduced
LPL Financial LLC11,375$1.11M0.00%−9,956−46.7%Reduced
KLP Kapitalforvaltning AS11,400$1.12M0.00%+800+7.5%Added
Police & Firemen's Retirement System of New Jersey11,831$1.16M0.01%+392+3.4%Added
SummerHaven Investment Management, LLC11,898$1.16M0.76%+189+1.6%Added
ProShare Advisors LLC12,115$1.19M0.00%−1,052−8.0%Reduced
Oregon Public Employees Retirement Fund12,261$1.20M0.02%−200−1.6%Reduced
Integrated Quantitative Investments LLC12,570$1.23M0.36%+12,570New
Jennison Associates LLC12,775$1.25M0.00%−8,686−40.5%Reduced
Brevan Howard Capital Management LP13,384$1.31M0.01%+13,384New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys13,726$1.34M0.01%+726+5.6%Added
Macquarie Group Ltd13,800$1.35M0.00%−39,200−74.0%Reduced
Amundi13,711$1.39M0.00%+8,578+167.1%Added
Pacifica Partners Inc.14,519$1.42M0.58%−3,309−18.6%Reduced
STRS Ohio14,600$1.43M0.01%−1,100−7.0%Reduced
Winton Group Ltd14,686$1.44M0.07%−73,829−83.4%Reduced
Quadrant Capital Group LLC14,721$1.44M0.05%−231−1.5%Reduced
Wiley Bros.-Aintree Capital, LLC15,212$1.49M0.01%+2,002+15.2%Added
Amalgamated Bank15,256$1.49M0.01%−223−1.4%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management15,348$1.50M0.03%+1,319+9.4%Added
Andra AP-fonden15,373$1.50M0.02%00.0%Unchanged
Maryland State Retirement & Pension System15,712$1.54M0.03%−129−0.8%Reduced
Arizona State Retirement System15,846$1.55M0.01%+398+2.6%Added
Zurcher Kantonalbank (Zurich Cantonalbank)15,881$1.55M0.00%+2,420+18.0%Added
Delphi Management Inc15,944$1.56M1.51%−1,265−7.4%Reduced
State of Tennessee, Treasury Department16,984$1.66M0.01%−4,267−20.1%Reduced
Voya Investment Management LLC17,211$1.68M0.00%+90+0.5%Added
Redhawk Wealth Advisors, Inc.17,307$1.69M0.21%+17,307New
Ensign Peak Advisors, Inc17,355$1.70M0.00%−1,150−6.2%Reduced
Teachers Retirement System of the State of Kentucky17,394$1.70M0.01%−1,353−7.2%Reduced
Avantax Advisory Services, Inc.18,472$1.81M0.01%−1,126−5.7%Reduced
XTX Topco Ltd19,515$1.91M0.08%+7,629+64.2%Added
Diversified Trust Co20,585$2.01M0.04%+247+1.2%Added
Atria Investments LLC21,287$2.08M0.02%+1,121+5.6%Added
Yousif Capital Management, LLC21,645$2.12M0.02%−173−0.8%Reduced
Glenmede Investment Management, LP21,917$2.14M0.01%+21,917New
Sora Investors LLC22,000$2.15M0.19%+22,000New
State of New Jersey Common Pension Fund D22,302$2.18M0.01%−486−2.1%Reduced
Massachusetts Financial Services Co22,560$2.21M0.00%−18,147−44.6%Reduced
Janus Henderson Group PLC23,558$2.30M0.00%00.0%Unchanged
State of Wisconsin Investment Board23,626$2.31M0.01%−1,846−7.2%Reduced
Bridgeway Capital Management, LLC24,000$2.35M0.06%+24,000New
Louisiana State Employees Retirement System25,000$2.45M0.04%−600−2.3%Reduced
Moran Wealth Management, LLC25,149$2.46M0.08%−3,534−12.3%Reduced
O'Shaughnessy Asset Management, LLC25,384$2.48M0.02%+2,376+10.3%Added
Chase Investment Counsel Corp25,784$2.52M0.81%+25,784New
Foster & Motley Inc26,291$2.57M0.15%+13,237+101.4%Added
Gamco Investors, Inc. Et Al26,301$2.57M0.03%+26,301New
Oliver Luxxe Assets LLC26,372$2.58M0.46%+26,372New
Millennium Management LLC26,502$2.59M0.00%−154,255−85.3%Reduced
State Board of Administration of Florida Retirement System26,752$2.62M0.00%+10,500+64.6%Added
Connor, Clark & Lunn Investment Management Ltd.27,169$2.66M0.01%+5,338+24.5%Added
Wedge Capital Management L L P27,929$2.73M0.05%−1,838−6.2%Reduced
Illinois Municipal Retirement Fund28,207$2.76M0.04%−1,775−5.9%Reduced
Manufacturers Life Insurance Company, The28,515$2.79M0.00%−2,180−7.1%Reduced
Mirae Asset Global ETFs Holdings Ltd.28,685$2.81M0.01%−3,283−10.3%Reduced
MetLife Investment Management31,111$3.04M0.02%−56−0.2%Reduced
Federation des caisses Desjardins du Quebec31,440$3.08M0.01%+4,400+16.3%Added
Russell Investments Group, Ltd.31,622$3.09M0.00%+5,307+20.2%Added
Assenagon Asset Management S.A.33,053$3.23M0.01%−162,969−83.1%Reduced
Waratah Capital Advisors Ltd.33,570$3.28M0.22%+33,570New
Hantz Financial Services, Inc.34,294$3.35M0.05%−7,438−17.8%Reduced
Natixis Advisors, L.P.34,416$3.37M0.01%+17,094+98.7%Added
Oppenheimer Asset Management Inc.36,054$3.53M0.04%−1,027−2.8%Reduced
Leuthold Group, LLC36,208$3.54M0.42%+36,208New
Empowered Funds, LLC37,416$3.66M0.04%−2,928−7.3%Reduced
New York State Teachers Retirement System37,766$3.69M0.01%+5,066+15.5%Added
Deutsche Bank AG37,803$3.70M0.00%−7,379−16.3%Reduced
Thrivent Financial for Lutherans39,313$3.85M0.01%−590−1.5%Reduced
Simplex Trading, LLC39,845$3.90M0.10%+39,845New
Boothbay Fund Management, LLC41,700$4.08M0.13%+41,700New
EAM Investors, LLC44,114$4.32M0.65%+44,114New
Creative Planning46,265$4.53M0.00%+11,346+32.5%Added
Schonfeld Strategic Advisors LLC47,043$4.60M0.03%+34,037+261.7%Added
Price T Rowe Associates Inc48,356$4.73M0.00%+3,718+8.3%Added
Great West Life Assurance Co49,274$4.82M0.01%−1,830−3.6%Reduced
First Trust Advisors LP50,296$4.92M0.00%−3,316−6.2%Reduced
California State Teachers Retirement System50,363$4.93M0.01%−105−0.2%Reduced
Nicola Wealth Management Ltd.55,100$5.39M0.51%00.0%Unchanged
Intech Investment Management LLC55,115$5.39M0.05%−2,449−4.3%Reduced
Citigroup Inc55,466$5.43M0.00%−28,169−33.7%Reduced
Squarepoint Ops LLC56,870$5.56M0.01%+39,627+229.8%Added
Great Lakes Advisors, LLC58,343$5.71M0.05%−1,036−1.7%Reduced
Martingale Asset Management L P58,378$5.71M0.14%−2,745−4.5%Reduced
Jane Street Group, LLC59,131$5.78M0.01%−20,715−25.9%Reduced
Citadel Advisors LLC60,262$5.90M0.01%+27,237+82.5%Added
Dark Forest Capital Management LP60,613$5.93M0.24%+9,558+18.7%Added
Hillsdale Investment Management Inc.65,080$6.37M0.24%+21,100+48.0%Added
First Eagle Investment Management, LLC72,572$7.10M0.01%−38,300−34.5%Reduced
Raymond James Financial Inc76,204$7.46M0.00%+38,561+102.4%Added
Kennedy Capital Management, Inc.79,626$7.79M0.19%+79,626New
Hotchkis & Wiley Capital Management LLC80,566$7.88M0.03%+5,490+7.3%Added
Bridgewater Associates, LP81,166$7.94M0.03%+26,838+49.4%Added
Qube Research & Technologies Ltd81,712$7.99M0.01%−98,109−54.6%Reduced