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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
AQR Capital Management LLC83,487$8.17M0.01%−6,253−7.0%Reduced
Teacher Retirement System of Texas83,778$8.20M0.03%−14,393−14.7%Reduced
Comerica Bank85,772$8.39M0.03%+8,542+11.1%Added
Assetmark, Inc86,079$8.42M0.02%−7,325−7.8%Reduced
Phocas Financial Corp.87,662$8.58M1.23%+130.0%Added
State of Alaska, Department of Revenue98,254$9.61M0.10%+11,739+13.6%Added
Swiss National Bank103,700$10.1M0.01%−800−0.8%Reduced
Alliancebernstein L.P.121,025$11.8M0.00%+4,219+3.6%Added
Algert Global LLC129,471$12.7M0.27%+39,381+43.7%Added
Susquehanna International Group, LLP133,691$13.1M0.02%+62,717+88.4%Added
Envestnet Asset Management Inc146,667$14.3M0.00%+3,856+2.7%Added
Legal & General Group Plc150,365$14.7M0.00%−4,437−2.9%Reduced
Ameriprise Financial Inc156,432$15.3M0.00%−7,143−4.4%Reduced
UBS Group AG156,785$15.3M0.00%−19,879−11.3%Reduced
Barclays PLC158,043$15.5M0.01%+42,873+37.2%Added
Rhumbline Advisers159,210$15.6M0.01%−1,337−0.8%Reduced
UBS Asset Management Americas Inc173,578$17.0M0.00%+47,291+37.4%Added
Universal- Beteiligungs- und Servicegesellschaft mbH175,559$17.2M0.03%+2,451+1.4%Added
Public Sector Pension Investment Board182,223$17.8M0.08%+9,915+5.8%Added
Marshall Wace, LLP186,582$18.3M0.02%+145,136+350.2%Added
Prudential Financial Inc196,633$19.2M0.02%+7,564+4.0%Added
Allspring Global Investments Holdings, LLC205,463$20.2M0.03%+105,736+106.0%Added
Oribel Capital Management, LP219,800$21.5M1.14%+219,800New
Wells Fargo & Company249,063$24.4M0.01%−9,545−3.7%Reduced
Principal Financial Group Inc265,078$25.9M0.01%−26,653−9.1%Reduced
SEI Investments Co283,957$27.8M0.03%+33,386+13.3%Added
Victory Capital Management Inc290,478$28.4M0.02%−70,479−19.5%Reduced
Panagora Asset Management Inc317,272$31.0M0.14%+6,710+2.2%Added
Royce & Associates LP335,961$32.9M0.34%−55,014−14.1%Reduced
William Blair Investment Management, LLC343,733$33.6M0.09%−28,098−7.6%Reduced
New York State Common Retirement Fund355,908$34.8M0.05%−1,592−0.4%Reduced
Goldman Sachs Group Inc375,241$36.7M0.01%−26,019−6.5%Reduced
American Century Companies Inc424,996$41.6M0.02%−205,780−32.6%Reduced
D. E. Shaw & Co., Inc.435,872$42.6M0.04%−147,708−25.3%Reduced
Bank of New York Mellon Corp475,937$46.6M0.01%+12,084+2.6%Added
JPMorgan Chase & Co602,651$59.0M0.00%−47,069−7.2%Reduced
Charles Schwab Investment Management Inc602,902$59.0M0.01%−3,008−0.5%Reduced
Nuveen, LLC624,638$61.1M0.02%−38,401−5.8%Reduced
Norges Bank650,830$63.7M0.01%00.0%Unchanged
Northern Trust Corp725,009$70.9M0.01%−56,494−7.2%Reduced
Fuller & Thaler Asset Management, Inc.736,595$72.1M0.26%+258,387+54.0%Added
Allianz Asset Management GmbH749,220$73.3M0.10%+33,865+4.7%Added
Bank of America Corp837,123$81.9M0.01%−42,663−4.8%Reduced
Global Alpha Capital Management Ltd.868,891$85.0M5.30%+54,200+6.7%Added
Earnest Partners LLC1,026,765$100.4M0.45%−9,612−0.9%Reduced
Morgan Stanley1,049,062$102.6M0.01%−128,835−10.9%Reduced
Frontier Capital Management Co LLC1,231,884$120.5M1.12%+213,025+20.9%Added
Invesco Ltd.1,251,678$122.5M0.02%+372,829+42.4%Added
LSV Asset Management1,311,805$128.3M0.30%−180,670−12.1%Reduced
Geode Capital Management, LLC1,574,994$154.1M0.01%−22,655−1.4%Reduced
Franklin Resources Inc1,686,267$165.0M0.04%−562,314−25.0%Reduced
State Street Corp2,161,109$211.4M0.01%−58,311−2.6%Reduced
Dimensional Fund Advisors LP3,031,408$296.6M0.07%−363,617−10.7%Reduced
FMR LLC5,805,958$568.0M0.03%+2,662,049+84.7%Added
Vanguard Group Inc7,373,417$721.3M0.01%−11,647−0.2%Reduced
BlackRock, Inc.8,153,279$797.6M0.02%−527,942−6.1%Reduced
Point72 Asset Management, L.P.0$00.00%−97,790−100.0%Sold out
Beacon Harbor Wealth Advisors, Inc.0$00.00%−72,507−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−49,700−100.0%Sold out
Alberta Investment Management Corp0$00.00%−37,694−100.0%Sold out
Capital Fund Management S.A.0$00.00%−37,414−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−28,071−100.0%Sold out
Engineers Gate Manager LP0$00.00%−27,997−100.0%Sold out
Caisse de Depot Et Placement du Quebec0$00.00%−21,200−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−19,452−100.0%Sold out
Caxton Associates LLP0$00.00%−16,414−100.0%Sold out
Headlands Technologies LLC0$00.00%−8,641−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−4,547−100.0%Sold out
Quadrature Capital Ltd0$00.00%−3,883−100.0%Sold out
Toroso Investments, LLC0$00.00%−3,583−100.0%Sold out
United Services Automobile Association0$00.00%−3,339−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−3,099−100.0%Sold out
FourThought Financial Partners, LLC0$00.00%−3,072−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−1,818−100.0%Sold out
Quarry LP0$00.00%−718−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−405−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−139−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−98−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−55−100.0%Sold out
First Pacific Financial0$00.00%−29−100.0%Sold out
Stephens Consulting, LLC0$00.00%−15−100.0%Sold out
Lazard Asset Management LLC0$00.00%−21−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−13−100.0%Sold out
Keeley-Teton Advisors, LLC––––Not filed
Glenmede Trust Co NA––––Not filed
Lindbrook Capital, LLC––––Not filed