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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
Millennium Management LLC26,502$2.59M0.00%−154,255−85.3%Reduced
Oliver Luxxe Assets LLC26,372$2.58M0.46%+26,372New
Gamco Investors, Inc. Et Al26,301$2.57M0.03%+26,301New
Foster & Motley Inc26,291$2.57M0.15%+13,237+101.4%Added
Chase Investment Counsel Corp25,784$2.52M0.81%+25,784New
O'Shaughnessy Asset Management, LLC25,384$2.48M0.02%+2,376+10.3%Added
Moran Wealth Management, LLC25,149$2.46M0.08%−3,534−12.3%Reduced
Louisiana State Employees Retirement System25,000$2.45M0.04%−600−2.3%Reduced
Bridgeway Capital Management, LLC24,000$2.35M0.06%+24,000New
State of Wisconsin Investment Board23,626$2.31M0.01%−1,846−7.2%Reduced
Janus Henderson Group PLC23,558$2.30M0.00%00.0%Unchanged
Massachusetts Financial Services Co22,560$2.21M0.00%−18,147−44.6%Reduced
State of New Jersey Common Pension Fund D22,302$2.18M0.01%−486−2.1%Reduced
Sora Investors LLC22,000$2.15M0.19%+22,000New
Glenmede Investment Management, LP21,917$2.14M0.01%+21,917New
Yousif Capital Management, LLC21,645$2.12M0.02%−173−0.8%Reduced
Atria Investments LLC21,287$2.08M0.02%+1,121+5.6%Added
Diversified Trust Co20,585$2.01M0.04%+247+1.2%Added
XTX Topco Ltd19,515$1.91M0.08%+7,629+64.2%Added
Avantax Advisory Services, Inc.18,472$1.81M0.01%−1,126−5.7%Reduced
Teachers Retirement System of the State of Kentucky17,394$1.70M0.01%−1,353−7.2%Reduced
Ensign Peak Advisors, Inc17,355$1.70M0.00%−1,150−6.2%Reduced
Redhawk Wealth Advisors, Inc.17,307$1.69M0.21%+17,307New
Voya Investment Management LLC17,211$1.68M0.00%+90+0.5%Added
State of Tennessee, Treasury Department16,984$1.66M0.01%−4,267−20.1%Reduced
Delphi Management Inc15,944$1.56M1.51%−1,265−7.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)15,881$1.55M0.00%+2,420+18.0%Added
Arizona State Retirement System15,846$1.55M0.01%+398+2.6%Added
Maryland State Retirement & Pension System15,712$1.54M0.03%−129−0.8%Reduced
Andra AP-fonden15,373$1.50M0.02%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management15,348$1.50M0.03%+1,319+9.4%Added
Amalgamated Bank15,256$1.49M0.01%−223−1.4%Reduced
Wiley Bros.-Aintree Capital, LLC15,212$1.49M0.01%+2,002+15.2%Added
Quadrant Capital Group LLC14,721$1.44M0.05%−231−1.5%Reduced
Winton Group Ltd14,686$1.44M0.07%−73,829−83.4%Reduced
STRS Ohio14,600$1.43M0.01%−1,100−7.0%Reduced
Pacifica Partners Inc.14,519$1.42M0.58%−3,309−18.6%Reduced
Amundi13,711$1.39M0.00%+8,578+167.1%Added
Macquarie Group Ltd13,800$1.35M0.00%−39,200−74.0%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys13,726$1.34M0.01%+726+5.6%Added
Brevan Howard Capital Management LP13,384$1.31M0.01%+13,384New
Jennison Associates LLC12,775$1.25M0.00%−8,686−40.5%Reduced
Integrated Quantitative Investments LLC12,570$1.23M0.36%+12,570New
Oregon Public Employees Retirement Fund12,261$1.20M0.02%−200−1.6%Reduced
ProShare Advisors LLC12,115$1.19M0.00%−1,052−8.0%Reduced
SummerHaven Investment Management, LLC11,898$1.16M0.76%+189+1.6%Added
Police & Firemen's Retirement System of New Jersey11,831$1.16M0.01%+392+3.4%Added
KLP Kapitalforvaltning AS11,400$1.12M0.00%+800+7.5%Added
LPL Financial LLC11,375$1.11M0.00%−9,956−46.7%Reduced
Kesler, Norman & Wride, LLC11,153$1.09M0.19%−187−1.6%Reduced
OP Asset Management Ltd11,153$1.09M0.02%−9,458−45.9%Reduced
Ritholtz Wealth Management11,122$1.09M0.02%+2,179+24.4%Added
Verition Fund Management LLC10,667$1.04M0.01%+4,609+76.1%Added
Quantinno Capital Management LP10,415$1.02M0.00%+3,810+57.7%Added
RBF Capital, LLC10,000$978.3K0.05%00.0%Unchanged
United Capital Management of KS, Inc.10,000$978.3K0.15%+10,000New
Janney Montgomery Scott LLC9,850$964.0K0.00%−461−4.5%Reduced
Commonwealth Equity Services, LLC9,736$952.0K0.00%−1,749−15.2%Reduced
JustInvest LLC9,625$941.6K0.01%−633−6.2%Reduced
SummitTX Capital, L.P.9,553$934.6K0.04%+9,553New
Envestnet Portfolio Solutions, Inc.9,087$889.0K0.00%+5,392+145.9%Added
BNP Paribas Arbitrage, SA8,987$879.2K0.00%+3,284+57.6%Added
Gallagher Fiduciary Advisors, LLC8,912$871.8K0.03%+1,747+24.4%Added
Bank of Montreal8,814$862.3K0.00%+128+1.5%Added
Pathstone Holdings, LLC8,784$859.3K0.00%−3,817−30.3%Reduced
First Citizens Bank & Trust Co8,430$824.7K0.01%+5,602+198.1%Added
Cresset Asset Management, LLC8,373$819.1K0.00%−451−5.1%Reduced
Empower Advisory Group, LLC8,253$807.3K0.00%−15,946−65.9%Reduced
HSBC Holdings PLC8,095$792.1K0.00%−564−6.5%Reduced
Pictet Asset Management Holding SA8,092$791.6K0.00%−116−1.4%Reduced
Everence Capital Management Inc7,940$777.0K0.05%00.0%Unchanged
Perbak Capital Partners LLP7,448$728.6K0.16%+7,448New
Vestcor Inc7,441$728.0K0.02%00.0%Unchanged
Change Path, LLC7,433$727.2K0.02%+7,433New
Captrust Financial Advisors7,142$698.7K0.00%−1,504−17.4%Reduced
Evergreen Capital Management LLC7,008$685.6K0.02%+53+0.8%Added
Mutual of America Capital Management LLC6,868$671.9K0.01%−1,043−13.2%Reduced
Tower Research Capital LLC (TRC)6,570$642.7K0.02%+5,670+630.0%Added
CIBC World Markets Corp6,443$630.3K0.00%−5,477−45.9%Reduced
Kendall Capital Management6,390$625.1K0.17%−5−0.1%Reduced
EntryPoint Capital, LLC6,373$623.5K0.31%+6,373New
Royal Bank of Canada6,025$590.0K0.00%−4,201−41.1%Reduced
Banque Pictet & Cie SA6,029$589.8K0.01%−405−6.3%Reduced
Horizon Investments, LLC5,851$572.4K0.01%+5,851New
Neuberger Berman Group LLC5,740$561.5K0.00%+1,527+36.2%Added
Allworth Financial LP5,714$559.0K0.00%−1,812−24.1%Reduced
Eqis Capital Management, Inc.5,683$556.0K0.04%+437+8.3%Added
Mercer Global Advisors Inc5,662$553.9K0.00%−446−7.3%Reduced
Cambria Investment Management, L.P.5,592$547.1K0.04%−155−2.7%Reduced
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
Mariner, LLC5,447$532.9K0.00%+547+11.2%Added
Bailard, Inc.5,400$528.3K0.01%+2,700+100.0%Added
The PNC Financial Services Group, Inc.5,391$527.4K0.00%−404−7.0%Reduced
Ameritas Investment Partners, Inc.5,339$522.3K0.02%−95−1.7%Reduced
Atomi Financial Group, Inc.5,220$510.7K0.02%+150+3.0%Added
Stifel Financial Corp5,187$507.4K0.00%−2,446−32.0%Reduced
Cetera Investment Advisers5,127$501.5K0.00%+1,094+27.1%Added
Meeder Asset Management Inc5,026$491.7K0.03%+3,848+326.7%Added
QRG Capital Management, Inc.5,003$489.4K0.00%−52−1.0%Reduced