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, Q4 2025
Institutional positions in Sanmina Corp as of Dec 31, 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
- 451
- +72 vs. Q3 2025
- Shares held
- 54.7M
- +1.12M (+2.1%) vs. Q3 2025
- Total value
- $8.21B
- +$2.05B (+33.2%) vs. Q3 2025
- New holders
- 107
- 132 more added
- Sold out
- 35
- 170 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 573 | $12.7B |
| Q1 2026 | 460 | $6.89B |
| Q4 2025 | 451 | $8.21B |
| Q3 2025 | 384 | $6.17B |
| Q2 2025 | 356 | $5.19B |
| Q1 2025 | 326 | $3.94B |
| Q4 2024 | 313 | $4.02B |
| Q3 2024 | 312 | $3.60B |
| Q2 2024 | 285 | $3.49B |
| Q1 2024 | 315 | $3.26B |
| Q4 2023 | 299 | $2.71B |
| Q3 2023 | 310 | $2.86B |
| Q2 2023 | 317 | $3.19B |
| Q1 2023 | 348 | $3.28B |
| Q4 2022 | 351 | $3.08B |
| Q3 2022 | 289 | $2.47B |
| Q2 2022 | 272 | $2.24B |
| Q1 2022 | 265 | $2.30B |
| Q4 2021 | 258 | $2.43B |
| Q3 2021 | 243 | $2.36B |
| Q2 2021 | 251 | $2.45B |
| Q1 2021 | 252 | $2.58B |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Sanmina Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,334,042 | $1.25B | 0.02% | +320,757+4.0% | Added |
| FMR LLC | 6,888,702 | $1.03B | 0.05% | −669,547−8.9% | Reduced |
| Vanguard Group Inc | 6,782,467 | $1.02B | 0.01% | −398,618−5.6% | Reduced |
| Invesco Ltd. | 2,667,240 | $400.3M | 0.04% | +481,588+22.0% | Added |
| Dimensional Fund Advisors LP | 2,270,984 | $340.8M | 0.07% | −218,223−8.8% | Reduced |
| State Street Corp | 2,105,710 | $316.0M | 0.01% | −53,483−2.5% | Reduced |
| Geode Capital Management, LLC | 1,629,023 | $244.5M | 0.02% | +58,529+3.7% | Added |
| Advanced Micro Devices Inc | 1,151,052 | $172.7M | 89.65% | +1,151,052 | New |
| Morgan Stanley | 1,110,660 | $166.7M | 0.01% | −230,930−17.2% | Reduced |
| Earnest Partners LLC | 866,104 | $130.0M | 0.56% | −117,431−11.9% | Reduced |
| Bank of America Corp | 825,218 | $123.8M | 0.01% | −7,475−0.9% | Reduced |
| Allianz Asset Management GmbH | 770,688 | $115.7M | 0.13% | −5,916−0.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 732,369 | $109.9M | 0.37% | +108,202+17.3% | Added |
| Goldman Sachs Group Inc | 725,345 | $108.9M | 0.02% | −141,503−16.3% | Reduced |
| Norges Bank | 678,024 | $101.8M | 0.01% | +678,024 | New |
| Northern Trust Corp | 664,502 | $99.7M | 0.01% | −38,737−5.5% | Reduced |
| Fisher Asset Management, LLC | 650,173 | $97.6M | 0.03% | +483,312+289.6% | Added |
| Charles Schwab Investment Management Inc | 649,423 | $97.5M | 0.02% | −5,460−0.8% | Reduced |
| Frontier Capital Management Co LLC | 638,741 | $95.9M | 1.02% | −153,337−19.4% | Reduced |
| Nuveen, LLC | 580,931 | $87.2M | 0.02% | −9,849−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 539,644 | $86.0M | 0.14% | +165,805+44.4% | Added |
| Global Alpha Capital Management Ltd. | 564,632 | $84.7M | 5.17% | −251,259−30.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 483,900 | $72.6M | 0.71% | −54,250−10.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 475,151 | $71.3M | 0.04% | +291,016+158.0% | Added |
| Marshall Wace, LLP | 428,519 | $64.3M | 0.06% | +359,441+520.3% | Added |
| Bank of New York Mellon Corp | 407,597 | $61.2M | 0.01% | −558−0.1% | Reduced |
| Alyeska Investment Group, L.P. | 356,035 | $53.4M | 0.15% | +356,035 | New |
| American Century Companies Inc | 355,837 | $53.4M | 0.03% | +36,137+11.3% | Added |
| Hennessy Advisors Inc | 336,800 | $50.5M | 1.79% | −18,800−5.3% | Reduced |
| New York State Common Retirement Fund | 326,880 | $49.1M | 0.07% | −31,288−8.7% | Reduced |
| SEI Investments Co | 315,210 | $47.3M | 0.05% | +28,272+9.9% | Added |
| Principal Financial Group Inc | 311,919 | $46.8M | 0.02% | +20,462+7.0% | Added |
| Wellington Management Group LLP | 291,785 | $43.8M | 0.01% | +146,993+101.5% | Added |
| Millennium Management LLC | 268,788 | $40.3M | 0.03% | +257,198+2,219.1% | Added |
| JPMorgan Chase & Co | 267,353 | $40.1M | 0.00% | −297,064−52.6% | Reduced |
| Panagora Asset Management Inc | 255,420 | $38.3M | 0.14% | −10,075−3.8% | Reduced |
| Wells Fargo & Company | 238,301 | $35.8M | 0.01% | +15,015+6.7% | Added |
| William Blair Investment Management, LLC | 229,362 | $34.4M | 0.10% | −94,656−29.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 223,804 | $33.6M | 0.02% | −60,540−21.3% | Reduced |
| Qube Research & Technologies Ltd | 217,551 | $32.6M | 0.05% | −153,719−41.4% | Reduced |
| Public Sector Pension Investment Board | 214,502 | $32.2M | 0.11% | −11,130−4.9% | Reduced |
| UBS Group AG | 178,669 | $26.8M | 0.01% | +63,980+55.8% | Added |
| Victory Capital Management Inc | 165,842 | $24.9M | 0.01% | −66,352−28.6% | Reduced |
| Rhumbline Advisers | 148,124 | $22.2M | 0.02% | −15,117−9.3% | Reduced |
| Ameriprise Financial Inc | 145,871 | $21.9M | 0.00% | +2,445+1.7% | Added |
| Legal & General Group Plc | 141,943 | $21.3M | 0.00% | −2,477−1.7% | Reduced |
| Voya Investment Management LLC | 141,089 | $21.2M | 0.02% | +129,013+1,068.3% | Added |
| Lord, Abbett & Co. LLC | 137,044 | $20.6M | 0.06% | +137,044 | New |
| Bridgewater Associates, LP | 135,511 | $20.3M | 0.07% | +62,058+84.5% | Added |
| D. E. Shaw & Co., Inc. | 131,068 | $19.7M | 0.01% | −211,046−61.7% | Reduced |
| Janus Henderson Group PLC | 127,571 | $19.1M | 0.01% | −52,142−29.0% | Reduced |
| LSV Asset Management | 126,900 | $19.0M | 0.04% | −325,073−71.9% | Reduced |
| Prudential Financial Inc | 124,743 | $18.7M | 0.02% | +20,380+19.5% | Added |
| Envestnet Asset Management Inc | 117,221 | $17.6M | 0.01% | −10,518−8.2% | Reduced |
| Natixis Advisors, L.P. | 116,134 | $17.4M | 0.02% | +1,752+1.5% | Added |
| Barclays PLC | 113,473 | $17.0M | 0.01% | +34,494+43.7% | Added |
| Swiss National Bank | 105,100 | $15.8M | 0.01% | +1,400+1.4% | Added |
| Alliancebernstein L.P. | 102,330 | $15.4M | 0.00% | −657−0.6% | Reduced |
| UBS Asset Management Americas Inc | 101,886 | $15.3M | 0.00% | +593+0.6% | Added |
| United Capital Management of KS, Inc. | 101,851 | $15.3M | 2.14% | +599+0.6% | Added |
| Price T Rowe Associates Inc | 83,194 | $12.5M | 0.00% | +32,352+63.6% | Added |
| AQR Capital Management LLC | 82,684 | $12.4M | 0.01% | +4,750+6.1% | Added |
| Raymond James Financial Inc | 78,577 | $11.8M | 0.00% | −3,775−4.6% | Reduced |
| Royce & Associates LP | 78,305 | $11.8M | 0.12% | −188,206−70.6% | Reduced |
| Creative Planning | 77,061 | $11.6M | 0.01% | +9,745+14.5% | Added |
| Phocas Financial Corp. | 74,346 | $11.2M | 1.45% | −32,208−30.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 73,633 | $11.1M | 0.03% | +15,047+25.7% | Added |
| Assetmark, Inc | 72,668 | $10.9M | 0.02% | −10,440−12.6% | Reduced |
| Castleark Management LLC | 72,459 | $10.9M | 0.32% | +16,385+29.2% | Added |
| Hillsdale Investment Management Inc. | 72,010 | $10.8M | 0.30% | −270−0.4% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 69,076 | $10.4M | 0.03% | −13,458−16.3% | Reduced |
| Portolan Capital Management, LLC | 66,589 | $9.99M | 0.54% | +66,589 | New |
| Teacher Retirement System of Texas | 64,153 | $9.63M | 0.03% | −4,121−6.0% | Reduced |
| Squarepoint Ops LLC | 63,471 | $9.53M | 0.02% | −9,077−12.5% | Reduced |
| Intech Investment Management LLC | 63,158 | $9.48M | 0.08% | +3,666+6.2% | Added |
| CastleKnight Management LP | 61,200 | $9.18M | 0.52% | +61,200 | New |
| Towle & Co | 58,546 | $8.79M | 2.32% | −4,177−6.7% | Reduced |
| Nicola Wealth Management Ltd. | 55,100 | $8.27M | 0.75% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 52,787 | $7.92M | 0.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 51,679 | $7.76M | 0.01% | −4,407−7.9% | Reduced |
| California State Teachers Retirement System | 50,319 | $7.55M | 0.01% | −47−0.1% | Reduced |
| Great West Life Assurance Co | 48,787 | $7.32M | 0.01% | −5,211−9.7% | Reduced |
| EAM Investors, LLC | 48,174 | $7.23M | 0.81% | −968−2.0% | Reduced |
| Bessemer Group Inc | 46,511 | $6.98M | 0.01% | +46,217+15,720.1% | Added |
| Ardsley Advisory Partners LP | 45,200 | $6.78M | 0.86% | +45,200 | New |
| Deutsche Bank AG | 44,116 | $6.62M | 0.00% | +1,497+3.5% | Added |
| Ellsworth Advisors, LLC | 37,371 | $6.52M | 1.29% | +37,371 | New |
| Gotham Asset Management, LLC | 42,338 | $6.35M | 0.02% | −7,770−15.5% | Reduced |
| Van Eck Associates Corp | 42,077 | $6.31M | 0.01% | +42,077 | New |
| Franklin Resources Inc | 41,772 | $6.27M | 0.00% | −196,358−82.5% | Reduced |
| Comerica Bank | 40,381 | $6.06M | 0.02% | −13,717−25.4% | Reduced |
| Segall Bryant & Hamill, LLC | 40,063 | $6.01M | 0.08% | +40,063 | New |
| Thrivent Financial for Lutherans | 38,514 | $5.78M | 0.01% | +73+0.2% | Added |
| O'Shaughnessy Asset Management, LLC | 38,095 | $5.72M | 0.03% | +3,025+8.6% | Added |
| Leuthold Group, LLC | 37,660 | $5.65M | 0.61% | +168+0.4% | Added |
| Concurrent Investment Advisors, LLC | 37,379 | $5.61M | 0.06% | +37,379 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 37,122 | $5.57M | 0.01% | −80,355−68.4% | Reduced |
| New York State Teachers Retirement System | 36,904 | $5.54M | 0.01% | −397−1.1% | Reduced |
| Oppenheimer Asset Management Inc. | 36,391 | $5.46M | 0.07% | −2,780−7.1% | Reduced |
| Martingale Asset Management L P | 36,378 | $5.46M | 0.14% | −10,967−23.2% | Reduced |