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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, 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.

Institutional holdersQ4 2025: 451 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 heldQ4 2025: $8.21B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Sanmina Corp; share changes are against Q3 2025.

Institutions holding SANM in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Swiss Life Asset Management Ltd4,049$607.6K0.00%+1,614+66.3%Added
Independent Financial Group, LLC4,082$612.6K0.01%+4,082New
Caxton Associates LLP4,122$618.6K0.01%+4,122New
Empower Advisory Group, LLC4,142$621.5K0.00%−4,164−50.1%Reduced
Virginia Retirement Systems Et Al4,150$622.8K0.00%+1,950+88.6%Added
Cambria Investment Management, L.P.4,186$628.2K0.04%−2,801−40.1%Reduced
Ethic Inc.4,192$629.1K0.01%−831−16.5%Reduced
Measured Wealth Private Client Group, LLC4,231$634.9K0.17%−596−12.3%Reduced
Ensign Peak Advisors, Inc4,255$638.5K0.00%−8,150−65.7%Reduced
The PNC Financial Services Group, Inc.4,268$640.5K0.00%+52+1.2%Added
Ameritas Investment Partners, Inc.4,317$647.9K0.02%−52−1.2%Reduced
Xponance, Inc.4,317$647.9K0.00%+185+4.5%Added
Simplex Trading, LLC4,328$649.5K0.02%+4,328New
Brevan Howard Capital Management LP4,328$649.5K0.01%−31−0.7%Reduced
Atom Investors LP4,344$651.9K0.05%+4,344New
Boothbay Fund Management, LLC4,522$678.6K0.02%−49,144−91.6%Reduced
Pinpoint Asset Management (Singapore) Pte. Ltd.4,530$679.8K0.14%+4,530New
Walleye Capital LLC4,588$688.5K0.00%+4,588New
Odyssean, LLC4,765$715.1K0.51%+4,765New
Bailard, Inc.4,779$717.2K0.02%−621−11.5%Reduced
Banque Pictet & Cie SA4,849$727.7K0.01%−1,141−19.0%Reduced
Public Employees Retirement Association of Colorado4,879$732.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.4,886$733.2K0.00%−1,546−24.0%Reduced
Marathon Capital Management5,000$750.4K0.16%00.0%Unchanged
Sequoia Financial Advisors, LLC5,022$753.7K0.00%+1,651+49.0%Added
Allworth Financial LP5,054$758.5K0.00%−741−12.8%Reduced
Man Group plc5,078$762.1K0.00%+5,078New
Wealth Enhancement Advisory Services, LLC4,922$762.7K0.00%−724−12.8%Reduced
Atomi Financial Group, Inc.5,199$780.2K0.02%−10.0%Reduced
RSM US Wealth Management LLC5,193$789.5K0.01%+248+5.0%Added
Canada Pension Plan Investment Board5,400$810.4K0.00%+5,400New
Cerity Partners LLC5,640$846.4K0.00%+3,010+114.4%Added
Guggenheim Capital LLC5,771$866.1K0.01%+5,771New
Kendall Capital Management5,940$891.4K0.19%−450−7.0%Reduced
Vise Technologies, Inc.6,003$900.9K0.02%+2,378+65.6%Added
Everence Capital Management Inc6,046$907.0K0.05%−1,894−23.9%Reduced
Bank of Montreal6,104$916.0K0.00%+1,006+19.7%Added
Mutual of America Capital Management LLC6,236$935.8K0.01%+267+4.5%Added
Sterling Capital Management LLC6,272$941.2K0.02%+4,216+205.1%Added
Mercer Global Advisors Inc6,435$965.8K0.00%+342+5.6%Added
Dynamic Technology Lab Private Ltd6,650$998.0K0.23%−9,779−59.5%Reduced
Mutual Advisors, LLC6,751$1.01M0.02%−19−0.3%Reduced
Change Path, LLC6,792$1.02M0.02%+295+4.5%Added
First Citizens Bank & Trust Co6,854$1.03M0.02%−987−12.6%Reduced
CWM, LLC6,855$1.03M0.00%−1,024−13.0%Reduced
Envestnet Portfolio Solutions, Inc.6,859$1.03M0.00%−1,149−14.3%Reduced
Bridgefront Capital, LLC7,245$1.09M0.27%+7,245New
Janney Montgomery Scott LLC7,360$1.10M0.00%−912−11.0%Reduced
Captrust Financial Advisors7,509$1.13M0.00%−639−7.8%Reduced
Ausbil Investment Management Ltd7,914$1.19M0.68%+7,914New
Pictet Asset Management Holding SA7,931$1.19M0.00%+341+4.5%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.7,852$1.19M0.00%+7,343+1,442.6%Added
Maryland State Retirement & Pension System7,989$1.20M0.02%+329+4.3%Added
Sphera Management Technology Funds Ltd8,000$1.20M0.63%+8,000New
Legato Capital Management LLC8,213$1.23M0.11%+8,213New
Sanctuary Advisors, LLC8,244$1.24M0.01%+4,766+137.0%Added
SG Americas Securities, LLC8,279$1.24M0.00%+501+6.4%Added
Jefferies Financial Group Inc.8,331$1.25M0.01%+8,331New
XTX Topco Ltd8,374$1.26M0.03%−1,589−15.9%Reduced
Cresset Asset Management, LLC8,467$1.27M0.01%+48+0.6%Added
Evergreen Capital Management LLC8,648$1.30M0.03%+62+0.7%Added
Mariner, LLC8,909$1.34M0.00%+5,073+132.2%Added
Walleye Trading LLC8,980$1.35M0.02%−2,601−22.5%Reduced
Massachusetts Financial Services Co9,230$1.39M0.00%−14,918−61.8%Reduced
Level Four Advisory Services, LLC9,417$1.41M0.05%+9,417New
JustInvest LLC9,599$1.44M0.01%−453−4.5%Reduced
Gallagher Fiduciary Advisors, LLC9,617$1.44M0.05%+632+7.0%Added
RBF Capital, LLC10,000$1.50M0.07%00.0%Unchanged
Commonwealth Equity Services, LLC10,017$1.50M0.00%+441+4.6%Added
Loomis Sayles & Co L P10,033$1.51M0.00%+10,033New
Nomura Asset Management International Inc.10,100$1.52M0.00%+10,100New
Credit Agricole S A10,113$1.52M0.00%+10,113New
Sora Investors LLC10,117$1.52M0.13%−5,001−33.1%Reduced
Mitsubishi UFJ Trust & Banking Corp10,131$1.52M0.00%+8,854+693.3%Added
Delphi Management Inc10,277$1.54M1.50%−2,842−21.7%Reduced
Pathstone Holdings, LLC10,400$1.56M0.01%+357+3.6%Added
ProShare Advisors LLC10,476$1.57M0.00%+176+1.7%Added
Quest Partners LLC10,576$1.59M0.09%−419−3.8%Reduced
Jennison Associates LLC10,687$1.60M0.00%−213−2.0%Reduced
Los Angeles Capital Management LLC12,055$1.63M0.01%+705+6.2%Added
Kesler, Norman & Wride, LLC11,121$1.67M0.29%+833+8.1%Added
KLP Kapitalforvaltning AS11,400$1.71M0.01%+200+1.8%Added
Lazard Asset Management LLC11,703$1.76M0.00%−12,834−52.3%Reduced
Horizon Investments, LLC11,828$1.78M0.02%−3,670−23.7%Reduced
Oregon Public Employees Retirement Fund12,471$1.87M0.02%+500+4.2%Added
STRS Ohio12,700$1.91M0.01%−1,100−8.0%Reduced
Gamco Investors, Inc. Et Al12,890$1.93M0.02%−9,591−42.7%Reduced
Amundi13,228$1.99M0.00%−1,030−7.2%Reduced
Wiley Bros.-Aintree Capital, LLC13,496$2.03M0.01%−426−3.1%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys13,508$2.03M0.01%−62−0.5%Reduced
Somerset Group LLC13,493$2.07M1.56%+13,493New
Quantinno Capital Management LP13,976$2.10M0.00%+1,657+13.5%Added
Police & Firemen's Retirement System of New Jersey14,101$2.12M0.02%−516−3.5%Reduced
Vestcor Inc14,451$2.17M0.06%+4,184+40.8%Added
Glenmede Trust Co NA14,462$2.17M0.01%+14,462New
Quadrant Capital Group LLC14,571$2.19M0.07%−167−1.1%Reduced
Arizona State Retirement System14,775$2.22M0.01%−1,029−6.5%Reduced
Citadel Advisors LLC15,019$2.25M0.00%+15,019New
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management15,031$2.26M0.04%+146+1.0%Added
Pacifica Partners Inc.14,193$2.26M1.00%−230−1.6%Reduced