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 |
|---|---|---|---|---|---|
| First Eagle Investment Management, LLC | 15,377 | $2.31M | 0.00% | −31,331−67.1% | Reduced |
| BNP Paribas Arbitrage, SA | 15,500 | $2.33M | 0.00% | +2,260+17.1% | Added |
| Bosman Wealth Management, LLC | 15,634 | $2.35M | 1.93% | +15,634 | New |
| Integrated Quantitative Investments LLC | 15,705 | $2.36M | 0.51% | +3,135+24.9% | Added |
| Amalgamated Bank | 15,787 | $2.37M | 0.02% | +480+3.1% | Added |
| Citigroup Inc | 15,975 | $2.40M | 0.00% | −6,151−27.8% | Reduced |
| Diversified Trust Co | 16,105 | $2.42M | 0.04% | −1,278−7.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 16,574 | $2.49M | 0.28% | −411−2.4% | Reduced |
| Oliver Luxxe Assets LLC | 16,705 | $2.51M | 0.38% | −10,201−37.9% | Reduced |
| Capital Fund Management S.A. | 16,885 | $2.53M | 0.02% | +16,885 | New |
| Edgestream Partners, L.P. | 17,776 | $2.67M | 0.08% | −17,850−50.1% | Reduced |
| Moody Aldrich Partners LLC | 18,015 | $2.70M | 0.50% | +18,015 | New |
| Verition Fund Management LLC | 18,214 | $2.73M | 0.01% | −1,722−8.6% | Reduced |
| Yousif Capital Management, LLC | 15,731 | $2.75M | 0.03% | −2,174−12.1% | Reduced |
| State of New Jersey Common Pension Fund D | 19,052 | $2.86M | 0.01% | −1,002−5.0% | Reduced |
| Wedge Capital Management L L P | 19,557 | $2.93M | 0.05% | −3,511−15.2% | Reduced |
| Assenagon Asset Management S.A. | 19,573 | $2.94M | 0.00% | −17,862−47.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,702 | $2.96M | 0.01% | −1,488−7.0% | Reduced |
| Occam Crest Management LP | 20,000 | $3.00M | 2.15% | +20,000 | New |
| Ritholtz Wealth Management | 20,023 | $3.00M | 0.05% | +3,054+18.0% | Added |
| Atria Investments LLC | 20,210 | $3.03M | 0.03% | −631−3.0% | Reduced |
| State of Tennessee, Treasury Department | 21,743 | $3.08M | 0.01% | +506+2.4% | Added |
| Liontrust Investment Partners LLP | 21,006 | $3.15M | 0.05% | +21,006 | New |
| Moran Wealth Management, LLC | 21,219 | $3.18M | 0.10% | −1,313−5.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 21,570 | $3.24M | 0.01% | −7,770−26.5% | Reduced |
| Bridgeway Capital Management, LLC | 21,800 | $3.27M | 0.07% | −7,800−26.4% | Reduced |
| Cetera Investment Advisers | 22,295 | $3.35M | 0.00% | +172+0.8% | Added |
| De Lisle Partners LLP | 24,000 | $3.60M | 0.46% | +24,000 | New |
| Nicholas Investment Partners, LP | 24,286 | $3.64M | 0.27% | +24,286 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 24,312 | $3.65M | 0.01% | +19+0.1% | Added |
| Louisiana State Employees Retirement System | 25,000 | $3.75M | 0.06% | +500+2.0% | Added |
| Acadian Asset Management LLC | 25,192 | $3.77M | 0.01% | +25,192 | New |
| State Board of Administration of Florida Retirement System | 25,223 | $3.79M | 0.01% | −1,436−5.4% | Reduced |
| Algert Global LLC | 25,380 | $3.81M | 0.06% | −30,240−54.4% | Reduced |
| Manufacturers Life Insurance Company, The | 25,410 | $3.81M | 0.00% | −335−1.3% | Reduced |
| Foster & Motley Inc | 25,890 | $3.88M | 0.21% | −211−0.8% | Reduced |
| Chase Investment Counsel Corp | 26,621 | $4.00M | 1.12% | +1,330+5.3% | Added |
| Illinois Municipal Retirement Fund | 26,674 | $4.00M | 0.05% | −104−0.4% | Reduced |
| Renaissance Technologies LLC | 26,833 | $4.03M | 0.01% | +26,833 | New |
| Susquehanna International Group, LLP | 27,557 | $4.14M | 0.01% | +21,556+359.2% | Added |
| Teachers Retirement System of the State of Kentucky | 27,677 | $4.15M | 0.03% | −2,070−7.0% | Reduced |
| LPL Financial LLC | 27,738 | $4.16M | 0.00% | +13,738+98.1% | Added |
| Russell Investments Group, Ltd. | 28,740 | $4.31M | 0.00% | +943+3.4% | Added |
| First Trust Advisors LP | 28,743 | $4.31M | 0.00% | −4,158−12.6% | Reduced |
| MetLife Investment Management | 28,763 | $4.32M | 0.02% | −1,616−5.3% | Reduced |
| Freestone Grove Partners LP | 28,913 | $4.34M | 0.03% | +28,913 | New |
| State of Alaska, Department of Revenue | 30,430 | $4.57M | 0.05% | −25,373−45.5% | Reduced |
| Neuberger Berman Group LLC | 30,838 | $4.63M | 0.00% | −2,385−7.2% | Reduced |
| Royal Bank of Canada | 33,645 | $5.05M | 0.00% | +28,014+497.5% | Added |
| Toroso Investments, LLC | 34,685 | $5.21M | 0.02% | +27,569+387.4% | Added |
| Asset Management One Co.,Ltd. | 34,320 | $5.27M | 0.01% | +21,532+168.4% | Added |
| Martingale Asset Management L P | 36,378 | $5.46M | 0.14% | −10,967−23.2% | Reduced |
| Oppenheimer Asset Management Inc. | 36,391 | $5.46M | 0.07% | −2,780−7.1% | Reduced |
| New York State Teachers Retirement System | 36,904 | $5.54M | 0.01% | −397−1.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 37,122 | $5.57M | 0.01% | −80,355−68.4% | Reduced |
| Concurrent Investment Advisors, LLC | 37,379 | $5.61M | 0.06% | +37,379 | New |
| Leuthold Group, LLC | 37,660 | $5.65M | 0.61% | +168+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 38,095 | $5.72M | 0.03% | +3,025+8.6% | Added |
| Thrivent Financial for Lutherans | 38,514 | $5.78M | 0.01% | +73+0.2% | Added |
| Segall Bryant & Hamill, LLC | 40,063 | $6.01M | 0.08% | +40,063 | New |
| Comerica Bank | 40,381 | $6.06M | 0.02% | −13,717−25.4% | Reduced |
| Franklin Resources Inc | 41,772 | $6.27M | 0.00% | −196,358−82.5% | Reduced |
| Van Eck Associates Corp | 42,077 | $6.31M | 0.01% | +42,077 | New |
| Gotham Asset Management, LLC | 42,338 | $6.35M | 0.02% | −7,770−15.5% | Reduced |
| Ellsworth Advisors, LLC | 37,371 | $6.52M | 1.29% | +37,371 | New |
| Deutsche Bank AG | 44,116 | $6.62M | 0.00% | +1,497+3.5% | Added |
| Ardsley Advisory Partners LP | 45,200 | $6.78M | 0.86% | +45,200 | New |
| Bessemer Group Inc | 46,511 | $6.98M | 0.01% | +46,217+15,720.1% | Added |
| EAM Investors, LLC | 48,174 | $7.23M | 0.81% | −968−2.0% | Reduced |
| Great West Life Assurance Co | 48,787 | $7.32M | 0.01% | −5,211−9.7% | Reduced |
| California State Teachers Retirement System | 50,319 | $7.55M | 0.01% | −47−0.1% | Reduced |
| Stifel Financial Corp | 51,679 | $7.76M | 0.01% | −4,407−7.9% | Reduced |
| Great Lakes Advisors, LLC | 52,787 | $7.92M | 0.06% | 00.0% | Unchanged |
| Nicola Wealth Management Ltd. | 55,100 | $8.27M | 0.75% | 00.0% | Unchanged |
| Towle & Co | 58,546 | $8.79M | 2.32% | −4,177−6.7% | Reduced |
| CastleKnight Management LP | 61,200 | $9.18M | 0.52% | +61,200 | New |
| Intech Investment Management LLC | 63,158 | $9.48M | 0.08% | +3,666+6.2% | Added |
| Squarepoint Ops LLC | 63,471 | $9.53M | 0.02% | −9,077−12.5% | Reduced |
| Teacher Retirement System of Texas | 64,153 | $9.63M | 0.03% | −4,121−6.0% | Reduced |
| Portolan Capital Management, LLC | 66,589 | $9.99M | 0.54% | +66,589 | New |
| Hotchkis & Wiley Capital Management LLC | 69,076 | $10.4M | 0.03% | −13,458−16.3% | Reduced |
| Hillsdale Investment Management Inc. | 72,010 | $10.8M | 0.30% | −270−0.4% | Reduced |
| Castleark Management LLC | 72,459 | $10.9M | 0.32% | +16,385+29.2% | Added |
| Assetmark, Inc | 72,668 | $10.9M | 0.02% | −10,440−12.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 73,633 | $11.1M | 0.03% | +15,047+25.7% | Added |
| Phocas Financial Corp. | 74,346 | $11.2M | 1.45% | −32,208−30.2% | Reduced |
| Creative Planning | 77,061 | $11.6M | 0.01% | +9,745+14.5% | Added |
| Royce & Associates LP | 78,305 | $11.8M | 0.12% | −188,206−70.6% | Reduced |
| Raymond James Financial Inc | 78,577 | $11.8M | 0.00% | −3,775−4.6% | Reduced |
| AQR Capital Management LLC | 82,684 | $12.4M | 0.01% | +4,750+6.1% | Added |
| Price T Rowe Associates Inc | 83,194 | $12.5M | 0.00% | +32,352+63.6% | Added |
| United Capital Management of KS, Inc. | 101,851 | $15.3M | 2.14% | +599+0.6% | Added |
| UBS Asset Management Americas Inc | 101,886 | $15.3M | 0.00% | +593+0.6% | Added |
| Alliancebernstein L.P. | 102,330 | $15.4M | 0.00% | −657−0.6% | Reduced |
| Swiss National Bank | 105,100 | $15.8M | 0.01% | +1,400+1.4% | Added |
| Barclays PLC | 113,473 | $17.0M | 0.01% | +34,494+43.7% | Added |
| Natixis Advisors, L.P. | 116,134 | $17.4M | 0.02% | +1,752+1.5% | Added |
| Envestnet Asset Management Inc | 117,221 | $17.6M | 0.01% | −10,518−8.2% | Reduced |
| Prudential Financial Inc | 124,743 | $18.7M | 0.02% | +20,380+19.5% | Added |
| LSV Asset Management | 126,900 | $19.0M | 0.04% | −325,073−71.9% | Reduced |