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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
Marathon Capital Management5,000$489.1K0.12%00.0%Unchanged
Inceptionr LLC4,967$485.9K0.11%+4,967New
MML Investors Services, LLC4,920$481.0K0.00%−2,920−37.2%Reduced
Public Employees Retirement Association of Colorado4,879$477.0K0.00%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC4,480$458.5K0.00%−730−14.0%Reduced
Advisor Group Holdings, Inc.5,276$454.3K0.00%+3,155+148.8%Added
Two Sigma Securities, LLC4,512$441.4K0.05%−1,657−26.9%Reduced
Bayforest Capital Ltd4,428$433.2K0.19%+971+28.1%Added
Xponance, Inc.4,310$421.6K0.00%−377−8.0%Reduced
TFG Advisers LLC4,204$411.3K0.14%−177−4.0%Reduced
State of Wyoming4,110$402.1K0.05%+1,120+37.5%Added
Two Sigma Advisers, LP4,100$401.1K0.00%−100−2.4%Reduced
Lido Advisors, LLC4,016$392.9K0.00%−871−17.8%Reduced
Vident Advisory, LLC3,994$390.8K0.00%+566+16.5%Added
Shell Asset Management Co3,990$390.0K0.01%−728−15.4%Reduced
CIBC World Markets Inc.3,960$387.4K0.00%00.0%Unchanged
Navellier & Associates Inc3,958$387.2K0.05%−32−0.8%Reduced
EP Wealth Advisors, LLC3,950$386.4K0.00%+267+7.2%Added
EMC Capital Management3,917$383.0K0.21%−5,503−58.4%Reduced
Crossmark Global Holdings, Inc.3,869$378.5K0.01%−15−0.4%Reduced
CI Private Wealth, LLC3,844$376.1K0.00%+1,098+40.0%Added
Lombard Odier Asset Management (USA) Corp3,791$370.9K0.09%+3,791New
Trail Ridge Investment Advisors, LLC3,178$368.8K0.18%+546+20.7%Added
New Age Alpha Advisors, LLC3,727$364.6K0.02%−373−9.1%Reduced
Sanctuary Advisors, LLC3,723$364.3K0.00%+345+10.2%Added
Park Avenue Securities LLC3,707$363.0K0.00%+24+0.7%Added
Moloney Securities Asset Management, LLC3,668$358.8K0.04%+138+3.9%Added
SG Americas Securities, LLC3,650$357.0K0.00%+1,569+75.4%Added
Mackenzie Financial Corp3,644$356.5K0.00%00.0%Unchanged
RSM US Wealth Management LLC3,626$354.7K0.00%+558+18.2%Added
CIBC Asset Management Inc3,605$352.7K0.00%00.0%Unchanged
Vise Technologies, Inc.3,554$347.7K0.01%+3,554New
Paulson Wealth Management Inc.3,494$341.8K0.09%+241+7.4%Added
Tiaa Trust, National Association3,405$333.1K0.00%00.0%Unchanged
ISAM Funds (UK) Ltd3,398$332.4K0.07%+3,398New
Highland Capital Management, LLC3,255$318.4K0.02%−46−1.4%Reduced
Jain Global LLC3,197$312.8K0.00%−201−5.9%Reduced
Versor Investments LP3,078$301.1K0.05%+3,078New
Ieq Capital, LLC3,068$300.1K0.00%+36+1.2%Added
Cerity Partners LLC3,051$298.4K0.00%+3,051New
Sanders Morris Harris LLC3,000$293.5K0.07%+3,000New
Aristides Capital LLC2,882$281.9K0.09%−495−14.7%Reduced
First Bank & Trust2,751$269.1K0.05%00.0%Unchanged
GAMMA Investing LLC2,697$263.8K0.02%+977+56.8%Added
Sage Rhino Capital LLC2,624$256.7K0.05%−101−3.7%Reduced
Man Group plc2,593$253.7K0.00%+2,593New
Nisa Investment Advisors, LLC2,585$252.9K0.00%+43+1.7%Added
HighTower Advisors, LLC2,548$249.3K0.00%−902−26.1%Reduced
MQS Management LLC2,518$246.3K0.14%+2,518New
Profund Advisors LLC2,435$238.2K0.01%+2,435New
Hohimer Wealth Management, LLC2,424$237.1K0.04%+2,424New
Virginia Retirement Systems Et Al2,400$234.8K0.00%+2,400New
Sequoia Financial Advisors, LLC2,392$234.0K0.00%+2,392New
Snowden Capital Advisors LLC2,368$231.7K0.01%−279−10.5%Reduced
Forum Financial Management, LP2,192$214.4K0.00%+2,192New
Fifth Third Wealth Advisors LLC2,150$210.3K0.01%+2,150New
Ronald Blue Trust, Inc.1,954$191.2K0.00%+602+44.5%Added
Hilltop National Bank1,950$190.8K0.05%+1,950New
CWM, LLC1,743$171.0K0.00%+277+18.9%Added
KBC Group NV1,579$154.0K0.00%−804−33.7%Reduced
Delta Asset Management LLC1,500$146.7K0.01%−100−6.3%Reduced
TD Private Client Wealth LLC1,294$126.6K0.00%+569+78.5%Added
EverSource Wealth Advisors, LLC1,227$120.0K0.01%+570+86.8%Added
Smartleaf Asset Management LLC1,175$115.2K0.01%−161−12.1%Reduced
Principal Securities, Inc.1,111$108.7K0.00%−277−20.0%Reduced
Mitsubishi UFJ Trust & Banking Corp1,095$107.1K0.00%+1,095New
Jones Financial Companies LLLP1,046$102.6K0.00%+70+7.2%Added
Versant Capital Management, Inc950$92.9K0.01%+18+1.9%Added
Sterling Capital Management LLC848$83.0K0.00%−79−8.5%Reduced
US Bancorp845$82.7K0.00%−128−13.2%Reduced
Farther Finance Advisors, LLC778$76.1K0.00%+18+2.4%Added
Nomura Asset Management Co Ltd770$75.3K0.00%00.0%Unchanged
Signaturefd, LLC646$63.2K0.00%+57+9.7%Added
Skopos Labs, Inc.625$61.1K0.01%+379+154.1%Added
Erste Asset Management GmbH600$58.8K0.00%+600New
Danske Bank A/S600$58.7K0.00%+600New
Walleye Trading LLC585$57.2K0.00%+585New
Bessemer Group Inc559$54.0K0.00%+14+2.6%Added
Harbour Investments, Inc.531$51.9K0.00%+500+1,612.9%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.479$47.0K0.00%+479New
Whittier Trust Co436$42.7K0.00%00.0%Unchanged
Fifth Third Bancorp431$42.2K0.00%−25−5.5%Reduced
Parallel Advisors, LLC426$41.7K0.00%−25−5.5%Reduced
MAI Capital Management421$41.2K0.00%+421New
TD Waterhouse Canada Inc.398$39.2K0.00%+85+27.2%Added
Covestor Ltd348$34.0K0.02%+345+11,500.0%Added
Strategic Wealth Partners, Ltd.300$29.3K0.00%+300New
Umb Bank N A254$24.8K0.00%+24+10.4%Added
Federated Hermes, Inc.246$24.1K0.00%−295−54.5%Reduced
Twin Peaks Wealth Advisors, LLC194$24.0K0.01%+194New
Harbor Capital Advisors, Inc.239$23.0K0.00%+12+5.3%Added
Parkside Financial Bank & Trust235$23.0K0.00%+27+13.0%Added
Matrix Trust Co217$21.0K0.00%−7−3.1%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA210$20.5K0.01%00.0%Unchanged
Bryn Mawr Trust Co200$19.6K0.00%−225−52.9%Reduced
Central Trust Co197$19.3K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.197$19.3K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC187$18.3K0.01%00.0%Unchanged
Robinswood Financial LLC181$17.7K0.01%00.0%Unchanged
Optiver Holding B.V.161$15.8K0.00%+50+45.0%Added